Kensington Hedged PRM in ETFKHPIETF
13F holders, Q1 2025 (March 31)52holders +20
24new positions
3sold out
$24.00avg. 13F price*
At the end of Q1 2025, 52 institutions reported holding Kensington Hedged PRM in ETF (KHPI) in their 13F filings, up 20 from Q4 2024. 24 opened new positions and 3 sold out. The largest holders were Heritage Oak Wealth Advisors LLC ($11.3M), Bison Wealth, LLC ($7.7M) and Money Concepts Capital Corp. ($6.6M).
- Company
- Kensington Hedged PRM in ETF
- Filed as
- MANAGED PORTFOLIO SERIES (Q1 2025)
- CUSIP
- 56167N183
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $30.7M |
| Exits | 3 | $797K |
All 13F filers, Q4 2024 → Q1 2025: 1,878,675 shares bought and 148,041 shares sold, net +1,730,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Heritage Oak Wealth Advisors LLC | 4.98% | Add +49.0% | 470,355 | $11.3M |
| Bison Wealth, LLC | 0.72% | New | 322,855 | $7.7M |
| Money Concepts Capital Corp. | 0.49% | New | 273,995 | $6.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +550.7% | 213,783 | $5.1M |
| LPL Financial LLC | 0.00% | New | 205,206 | $4.9M |
| United Advisor Group, LLC | 0.87% | Add +11.7% | 176,620 | $4.2M |
| HFG Wealth Management, LLC | 2.27% | New | 148,602 | $3.8M |
| CoreCap Advisors, LLC | 0.16% | Reduce -18.7% | 148,979 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -1.5% | 144,975 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.6% | 140,172 | $3.4M |
| Atria Investments, Inc | 0.04% | Reduce -6.6% | 129,874 | $3.1M |
| Freedom Investment Management, Inc. | 0.24% | Reduce -3.4% | 117,669 | $2.8M |
| Arete Wealth Advisors, LLC | 0.20% | Add +229.1% | 109,942 | $2.6M |
| Strategic Blueprint, LLC | 0.12% | Add +228.8% | 90,253 | $2.2M |
| Independent Financial Group, LLC | 0.07% | New | 83,342 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.6% | 79,780 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -19.0% | 72,066 | $1.7M |
| Intrepid Financial Planning Group LLC | 0.66% | Add +0.2% | 59,700 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +251.6% | 54,938 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +131.3% | 48,844 | $1.2M |
| Balefire, LLC | 0.40% | Reduce -0.6% | 48,335 | $1.2M |
| Townsquare Capital LLC | 0.01% | New | 48,335 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.7% | 34,537 | $827K |
| Castleview Partners, LLC | 0.42% | Add +1.6% | 25,856 | $620K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.0% | 24,000 | $575K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +16.8% | 21,854 | $524K |
| Onyx Bridge Wealth Group LLC | 0.07% | Add +33.4% | 18,900 | $453K |
| Sunbelt Securities, Inc. | 0.04% | Add +6.6% | 18,566 | $445K |
| Rossby Financial, LCC | 0.19% | Add +37.8% | 18,600 | $442K |
| Jane Street Group, LLC | 0.00% | New | 18,262 | $438K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 17,899 | $429K |
| Swmg, LLC | 0.17% | Reduce -62.7% | 17,811 | $423K |
| Joseph P. Lucia & Associates, LLC | 0.19% | New | 16,910 | $405K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 14,351 | $344K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 14,341 | $344K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 14,341 | $344K |
| Fulcrum Equity Management | 0.35% | Reduce -37.6% | 13,397 | $321K |
| Virtue Capital Management, LLC | 0.04% | New | 12,670 | $304K |
| Simplicity Wealth,LLC | 0.02% | New | 12,623 | $302K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 12,000 | $288K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 11,650 | $279K |
| Old Mission Capital LLC | 0.01% | New | 11,056 | $265K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,022 | $240K |
| Triumph Capital Management | 0.08% | New | 9,844 | $236K |
| Smartleaf Asset Management LLC | 0.02% | Add +19.9% | 9,711 | $234K |
| Private Advisor Group, LLC | 0.00% | New | 9,303 | $223K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 9,142 | $219K |
| World Investment Advisors | 0.01% | Reduce -6.0% | 9,105 | $218K |
| Comerica Bank | 0.00% | New | 111 | $3K |
| UBS Group AG | 0.00% | Reduce -28.3% | 66 | $2K |
| Morgan Stanley | 0.00% | New | 62 | $1K |
| JPMorgan Chase & Co. | 0.00% | New | 24 | $581 |
"% 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.