Kensington Hedged PRM in ETFKHPIETF
13F holders, Q2 2025 (June 30)53holders +1
10new positions
8sold out
1famous investor
$25.25avg. 13F price*
At the end of Q2 2025, 53 institutions reported holding Kensington Hedged PRM in ETF (KHPI) in their 13F filings, up 1 from Q1 2025. 10 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($16.5M), Heritage Oak Wealth Advisors LLC ($12.0M) and Bison Wealth, LLC ($8.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Kensington Hedged PRM in ETF
- Filed as
- MANAGED PORTFOLIO SERIES (Q2 2025)
- CUSIP
- 56167N183
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.6M |
| Exits | 8 | $2.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,369,846 shares bought and 530,173 shares sold, net +839,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| LPL Financial LLC | 0.01% | Add +218.8% | 654,091 | $16.5M |
| Heritage Oak Wealth Advisors LLC | 4.70% | Add +0.5% | 472,739 | $12.0M |
| Bison Wealth, LLC | 0.66% | Add +1.7% | 328,486 | $8.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +41.9% | 303,348 | $7.7M |
| Prospera Financial Services Inc | 0.12% | New | 257,234 | $6.5M |
| United Advisor Group, LLC | 0.81% | Add +5.1% | 185,561 | $4.7M |
| Apollon Wealth Management, LLC | 0.09% | Add +19.9% | 173,796 | $4.4M |
| CoreCap Advisors, LLC | 0.17% | Add +12.0% | 166,898 | $4.2M |
| Atria Investments, Inc | 0.04% | Add +15.7% | 150,267 | $3.8M |
| HFG Wealth Management, LLC | 2.27% | Add +4.5% | 155,366 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.6% | 132,306 | $3.3M |
| Freedom Investment Management, Inc. | 0.26% | Add +9.1% | 128,320 | $3.2M |
| Arete Wealth Advisors, LLC | 0.20% | Add +3.3% | 113,543 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +372.7% | 86,327 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +48.4% | 81,516 | $2.1M |
| Strategic Blueprint, LLC | 0.08% | Reduce -28.3% | 64,704 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.62% | Reduce -1.7% | 58,664 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 57,209 | $1.4M |
| IFP Advisors, Inc | 0.04% | Add +9.4% | 53,444 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -35.2% | 51,716 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -29.1% | 51,078 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +155.1% | 45,665 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | New | 43,641 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | New | 43,641 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Reduce -49.8% | 41,805 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.13% | Add +110.0% | 39,700 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.9% | 36,218 | $916K |
| Triumph Capital Management | 0.27% | Add +263.5% | 35,786 | $905K |
| Equitable Holdings, Inc. | 0.01% | New | 35,391 | $895K |
| Old Mission Capital LLC | 0.02% | Add +178.1% | 30,747 | $777K |
| Balefire, LLC | 0.16% | Reduce -39.6% | 29,198 | $738K |
| Bank of New York Mellon Corp | 0.00% | Add +5.9% | 25,417 | $643K |
| Wolverine Trading, LLC | 0.01% | New | 22,168 | $562K |
| Simplicity Wealth,LLC | 0.02% | Add +49.0% | 18,808 | $475K |
| Swmg, LLC | 0.16% | Add +3.0% | 18,354 | $472K |
| Rossby Financial, LCC | 0.18% | No change | 18,600 | $470K |
| Virtue Capital Management, LLC | 0.09% | Add +44.8% | 18,350 | $464K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Add +7.5% | 18,171 | $459K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -6.2% | 17,411 | $440K |
| Avantax Advisory Services, Inc. | 0.00% | New | 15,237 | $385K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.7% | 15,167 | $383K |
| Fulcrum Equity Management | 0.39% | Add +11.9% | 14,993 | $379K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +25.8% | 14,650 | $370K |
| Private Advisor Group, LLC | 0.00% | Add +45.5% | 13,536 | $342K |
| Smartleaf Asset Management LLC | 0.03% | Add +39.0% | 13,494 | $342K |
| AQR Capital Management | 0.00% | New | 13,055 | $330K |
| HRT Financial LP | 0.00% | New | 12,324 | $311K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.9% | 11,919 | $301K |
| Money Concepts Capital Corp. | 0.02% | Reduce -95.7% | 11,741 | $297K |
| World Investment Advisors | 0.01% | Add +8.8% | 9,902 | $250K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 9,142 | $231K |
| Morgan Stanley | 0.00% | No change | 62 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 60 | $2K |
"% 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.