KENSINGTON HEDGED PRM IN ETF KHPI
$25.87
0.0% 52w: $22.84 – $26.19
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data22.8424.5126.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
74
+2 QoQ
13F value
$248.3M
+23.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns KHPI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.0M | $72.2M | 0.0% | +39.1% |
| Apollon Wealth Management, LLC | Diversified mechanical | 805.1K | $19.5M | 0.3% | +154.9% |
| Bison Wealth, LLC | Wealth advisor | 665.0K | $17.3M | 1.7% | +4.4% |
| HERITAGE OAK WEALTH ADVISORS LLC | Wealth advisor | 708.0K | $17.3M | 5.5% | +22.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 507.2K | $12.3M | 0.0% | +46.7% |
| Prospera Financial Services Inc | Diversified mechanical | 360.0K | $8.7M | 0.1% | +21.7% |
| Delta Investment Management, LLC | Wealth advisor | 245.5K | $5.9M | 1.1% | +22.8% |
| CoreCap Advisors, LLC | Wealth advisor | 237.3K | $5.7M | 0.2% | +19.7% |
| United Advisor Group, LLC | Wealth advisor | 234.1K | $5.7M | 0.7% | +1.9% |
| Atria Investments, Inc | Wealth advisor | 222.7K | $5.4M | 0.1% | +7.9% |
| Sigma Planning Corp | Wealth advisor | 208.3K | $5.0M | 0.1% | +15.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 198.1K | $4.8M | 0.0% | +13.2% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 177.7K | $4.3M | 0.3% | +37.0% |
| Aptus Capital Advisors, LLC | Wealth advisor | 177.7K | $4.3M | 0.0% | +37.0% |
| HFG Wealth Management, LLC | Wealth advisor | 174.5K | $4.2M | 2.3% | +1.1% |
| Arete Wealth Advisors, LLC | Wealth advisor | 148.5K | $3.6M | 0.3% | -3.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 145.8K | $3.5M | 0.0% | +8.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 118.8K | $2.9M | 0.0% | +172.3% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 117.4K | $2.8M | 0.1% | +130.5% |
| Triumph Capital Management | Wealth advisor | 105.7K | $2.6M | 0.5% | +3.1% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 94.0K | $2.3M | 0.0% | +6.7% |
| Strategic Blueprint, LLC | Wealth advisor | 91.7K | $2.2M | 0.1% | +16.9% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 89.7K | $2.2M | 0.1% | +195.0% |
| Equitable Holdings, Inc. | Wealth advisor | 84.2K | $2.2M | 0.0% | +17.2% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 84.8K | $2.1M | 0.0% | +13.9% |
| Advisory Services Network, LLC | Diversified mechanical | 81.1K | $2.0M | 0.0% | +1.9% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 76.6K | $1.9M | 0.0% | +1.4% |
| Summit Financial, LLC | Wealth advisor | 72.7K | $1.8M | 0.0% | +118.5% |
| IFP Advisors, Inc | Wealth advisor | 62.7K | $1.5M | 0.0% | +1.4% |
| Intrepid Financial Planning Group LLC | Wealth advisor | 60.2K | $1.5M | 0.6% | +0.9% |
| Ascension Capital Advisors, Inc. | Wealth advisor | 56.3K | $1.4M | 0.4% | +1.8% |
| CPR Investments Inc. | Wealth advisor | 42.0K | $1.0M | 0.7% | -10.5% |
| Balefire, LLC | Wealth advisor | 37.5K | $908K | 0.2% | +31.7% |
| Virtue Capital Management, LLC | Wealth advisor | 36.0K | $866K | 0.1% | +56.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 34.7K | $841K | 0.0% | +46.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 34.2K | $827K | 0.0% | +16.8% |
| JANE STREET GROUP, LLC | Market maker | 34.1K | $825K | 0.0% | +285.5% |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 32.2K | $785K | 0.3% | +9.3% |
| Arkadios Wealth Advisors | Wealth advisor | 31.7K | $767K | 0.0% | +54.3% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 29.1K | $747K | 0.0% | New |
| Sunbelt Securities, Inc. | Diversified mechanical | 28.9K | $699K | 0.0% | +2.4% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 28.5K | $690K | 0.1% | -49.3% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 28.2K | $682K | 0.1% | +13.6% |
| U.S. Capital Wealth Advisors, LLC | Other | 26.3K | $636K | 0.0% | +10.1% |
| SWMG, LLC | Wealth advisor | 26.0K | $629K | 0.2% | +13.2% |
| PRIVATE TRUST CO NA | Diversified mechanical | 25.3K | $614K | 0.1% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 23.8K | $577K | 0.0% | +0.8% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 23.8K | $575K | 0.0% | -39.2% |
| Mariner, LLC | Diversified mechanical | 22.9K | $554K | 0.0% | +86.8% |
| CreativeOne Wealth, LLC | Wealth advisor | 20.5K | $496K | 0.0% | +25.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.