Kensington Credit Opport ETFKAMOETF

13F holders, Q4 2025 (December 31)
20holders
$25.03avg. 13F price*

At the end of Q4 2025, 20 institutions reported holding Kensington Credit Opport ETF (KAMO) in their 13F filings. The largest holders were Assetmark, Inc. ($17.0M), Heritage Oak Wealth Advisors LLC ($11.7M) and Envestnet Asset Management Inc. ($4.2M).

Company
Kensington Credit Opport ETF
Filed as
MANAGED PORTFOLIO SERIES (Q4 2025)
CUSIP
56167R820
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q4 2025: 20Q4 2025Q1 2026: 24Q1 2026Q2 2026: 24Q2 2026

Total Exit/New Position Q4 2025

InstitutionsTotal Value
New Positions19$46.2M
Exits0$0

Ownership 20 holders

Assetmark, Inc. 0.03% New 678,751 $17.0M
Heritage Oak Wealth Advisors LLC 4.32% New 466,877 $11.7M
Envestnet Asset Management Inc. 0.00% New 167,668 $4.2M
Jane Street Group, LLC 0.00% New 88,573 $2.2M
Sunbelt Securities, Inc. 0.13% New 79,149 $2.0M
Atria Investments, Inc 0.02% New 58,720 $1.5M
Concurrent Investment Advisors, LLC 0.02% New 57,574 $1.4M
Arkadios Wealth Advisors 0.02% New 43,720 $1.1M
IFP Advisors, Inc 0.02% New 42,073 $1.1M
Mgo One Seven LLC 0.02% New 34,201 $856K
Strategic Blueprint, LLC 0.05% New 31,780 $795K
Fulcrum Equity Management 0.60% New 25,065 $627K
Legacy Wealth Partners, LLC 0.14% — 21,714 $543K
Balefire, LLC 0.10% New 19,768 $495K
RFG Advisory, LLC 0.01% New 17,165 $430K
TFB Advisors LLC 0.09% New 12,317 $308K
Fiscal Wisdom Wealth Management, LLC 0.27% New 11,499 $288K
Sowell Financial Services LLC 0.01% New 8,209 $205K
Cwm, LLC 0.00% New 3,462 $87K
Rossby Financial, LCC 0.00% New 154 $4K

"% of holder's portfolio" is KAMO's weight in each manager's 13F, not the share of Kensington Credit Opport ETF the manager owns.