Kensington Hedged PRM in ETFKHPIETF
13F holders, Q2 2026 (June 30)76holders +2
10new positions
6sold out
$25.84avg. 13F price*
At the end of Q2 2026, 76 institutions reported holding Kensington Hedged PRM in ETF (KHPI) in their 13F filings, up 2 from Q1 2026. 10 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($99.8M), Apollon Wealth Management, LLC ($21.7M) and Heritage Oak Wealth Advisors LLC ($18.6M).
- Company
- Kensington Hedged PRM in ETF
- Filed as
- MANAGED PORTFOLIO SER (Q2 2026)
- CUSIP
- 56167N183
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.5M |
| Exits | 6 | $7.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,724,749 shares bought and 539,396 shares sold, net +1,185,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| LPL Financial LLC | 0.02% | Add +29.6% | 3,863,440 | $99.8M |
| Apollon Wealth Management, LLC | 0.26% | Add +4.5% | 841,405 | $21.7M |
| Heritage Oak Wealth Advisors LLC | 5.51% | Add +1.1% | 715,635 | $18.6M |
| Bison Wealth, LLC | 1.70% | Add +6.7% | 709,283 | $18.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -4.0% | 486,835 | $12.6M |
| Prospera Financial Services Inc | 0.17% | Add +24.1% | 446,845 | $11.5M |
| Delta Investment Management, LLC | 1.14% | Add +8.9% | 267,264 | $6.9M |
| CoreCap Advisors, LLC | 0.18% | Reduce -0.2% | 236,882 | $6.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +94.2% | 230,747 | $6.0M |
| United Advisor Group, LLC | 0.62% | Reduce -3.2% | 226,741 | $5.9M |
| Sigma Planning Corp | 0.15% | Add +8.4% | 225,831 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.4% | 189,389 | $4.9M |
| Guardian Wealth Advisors, LLC / NC | 0.27% | Add +3.8% | 184,467 | $4.8M |
| Aptus Capital Advisors, LLC | 0.03% | Add +3.8% | 184,467 | $4.8M |
| Atria Investments, Inc | 0.04% | Reduce -22.0% | 173,741 | $4.5M |
| HFG Wealth Management, LLC | 3.99% | Reduce -11.9% | 153,698 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.2% | 125,091 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.13% | Add +3.2% | 121,148 | $3.1M |
| Triumph Capital Management | 0.50% | Add +2.1% | 107,949 | $2.8M |
| Equitable Holdings, Inc. | 0.01% | Add +12.6% | 94,844 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.7% | 87,026 | $2.2M |
| Money Concepts Capital Corp. | 0.10% | Reduce -3.0% | 87,002 | $2.2M |
| Advisory Services Network, LLC | 0.02% | Add +2.3% | 82,972 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 77,013 | $2.0M |
| Summit Financial, LLC | 0.02% | Add +0.4% | 72,985 | $1.9M |
| IFP Advisors, Inc | 0.03% | Add +7.8% | 67,580 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -14.5% | 65,556 | $1.7M |
| Ameritas Advisory Services, LLC | 0.03% | Add +394.6% | 60,480 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.52% | Reduce -1.2% | 59,446 | $1.5M |
| Ascension Capital Advisors, Inc. | 0.42% | Add +2.3% | 57,629 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +230.5% | 56,481 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +59.8% | 54,470 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 52,844 | $1.4M |
| Arkadios Wealth Advisors | 0.02% | Add +63.9% | 51,945 | $1.3M |
| WCG Wealth Advisors LLC | 0.03% | Add +171.9% | 49,009 | $1.3M |
| IHT Wealth Management, LLC | 0.02% | New | 44,580 | $1.2M |
| Strategic Blueprint, LLC | 0.06% | Reduce -52.1% | 43,972 | $1.1M |
| IFG Advisory, LLC | 0.04% | New | 43,127 | $1.1M |
| CPR Investments Inc. | 0.82% | Reduce -2.1% | 41,155 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +13.7% | 38,838 | $1.0M |
| Joseph P. Lucia & Associates, LLC | 0.27% | Add +5.9% | 34,135 | $887K |
| Virtue Capital Management, LLC | 0.11% | Reduce -11.6% | 31,851 | $822K |
| Titleist Asset Management, LLC | 0.06% | Add +12.9% | 31,809 | $821K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.1% | 30,903 | $798K |
| Diversify Advisory Services, LLC | 0.01% | New | 29,137 | $756K |
| Diversify Wealth Management, LLC | 0.01% | Add +0.2% | 29,137 | $756K |
| Private Trust Co. NA | 0.06% | Add +5.5% | 26,745 | $691K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -8.3% | 26,150 | $675K |
| CreativeOne Wealth, LLC | 0.01% | Add +22.5% | 25,105 | $648K |
| Balefire, LLC | 0.10% | Reduce -34.4% | 24,599 | $635K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 24,047 | $621K |
| Swmg, LLC | 0.13% | Reduce -17.4% | 21,468 | $559K |
| International Assets Investment Management, LLC | 0.03% | Add +42.6% | 19,102 | $494K |
| Rossby Financial, LCC | 0.09% | No change | 18,600 | $480K |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 16,859 | $435K |
| Clearstead Advisors, LLC | 0.00% | New | 15,289 | $395K |
| Fulcrum Equity Management | 0.32% | Reduce -16.1% | 15,208 | $393K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +36.1% | 14,935 | $386K |
| Independent Financial Group, LLC | 0.01% | Reduce -46.1% | 12,809 | $331K |
| GeoWealth Management, LLC | 0.01% | Reduce -37.8% | 12,666 | $327K |
| World Equity Group, Inc. | 0.06% | Reduce -31.8% | 10,928 | $282K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -17.1% | 10,388 | $268K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 8,966 | $232K |
| Coastal Bridge Advisors, LLC | 0.01% | New | 8,750 | $226K |
| Fortis Capital Advisors, LLC | 0.02% | No change | 8,400 | $217K |
| Belpointe Asset Management LLC | 0.01% | No change | 8,400 | $217K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -16.6% | 8,205 | $212K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 7,792 | $201K |
| Morgan Stanley | 0.00% | No change | 4,987 | $129K |
| Wells Fargo & Company | 0.00% | New | 2,726 | $70K |
| Harbour Investments, Inc. | 0.00% | Reduce -38.9% | 1,336 | $35K |
| Smartleaf Asset Management LLC | 0.00% | No change | 249 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 213 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.0% | 6 | $155 |
| Assetmark, Inc. | 0.00% | No change | 1 | $26 |
| Royal Bank of Canada | 0.00% | Reduce -97.9% | 5 | $0 |
"% of holder's portfolio" is KHPI's weight in each manager's 13F, not the share of Kensington Hedged PRM in ETF the manager owns.