Kensington Hedged PRM in ETFKHPIETF
13F holders, Q3 2025 (September 30)67holders +14
20new positions
4sold out
1famous investor
$25.71avg. 13F price*
At the end of Q3 2025, 67 institutions reported holding Kensington Hedged PRM in ETF (KHPI) in their 13F filings, up 14 from Q2 2025. 20 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($37.1M), Heritage Oak Wealth Advisors LLC ($12.3M) and Bison Wealth, LLC ($10.6M). 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 (Q3 2025)
- CUSIP
- 56167N183
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $12.1M |
| Exits | 4 | $5.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,067,145 shares bought and 369,389 shares sold, net +1,697,756 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| LPL Financial LLC | 0.01% | Add +122.0% | 1,452,247 | $37.1M |
| Heritage Oak Wealth Advisors LLC | 4.56% | Add +2.0% | 482,026 | $12.3M |
| Bison Wealth, LLC | 0.98% | Add +24.2% | 408,040 | $10.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +6.5% | 322,965 | $8.2M |
| Prospera Financial Services Inc | 0.13% | Add +13.5% | 291,995 | $7.5M |
| Apollon Wealth Management, LLC | 0.11% | Add +39.7% | 242,807 | $6.2M |
| United Advisor Group, LLC | 0.79% | Add +23.8% | 229,698 | $5.9M |
| CoreCap Advisors, LLC | 0.18% | Add +14.8% | 191,668 | $4.9M |
| Atria Investments, Inc | 0.05% | Add +16.3% | 174,794 | $4.5M |
| Money Concepts Capital Corp. | 0.27% | Add +1357.5% | 171,131 | $4.4M |
| HFG Wealth Management, LLC | 2.34% | Add +8.4% | 168,472 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 132,713 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +32.8% | 108,280 | $2.8M |
| Arete Wealth Advisors, LLC | 0.17% | Reduce -4.7% | 108,193 | $2.8M |
| Sigma Planning Corp | 0.08% | New | 107,146 | $2.7M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | Add +134.8% | 102,484 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +134.8% | 102,484 | $2.6M |
| Triumph Capital Management | 0.67% | Add +170.3% | 96,738 | $2.5M |
| Advisory Services Network, LLC | 0.03% | New | 78,120 | $2.0M |
| IFP Advisors, Inc | 0.04% | Add +12.9% | 60,325 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +70.2% | 60,239 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.57% | Reduce -0.9% | 58,141 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +25.1% | 57,133 | $1.5M |
| Strategic Blueprint, LLC | 0.06% | Reduce -12.7% | 56,500 | $1.4M |
| CPR Investments Inc. | 0.89% | New | 50,843 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.14% | Add +27.0% | 50,434 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +183.4% | 42,983 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Add +2.4% | 42,788 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.3% | 41,050 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.05% | New | 36,249 | $925K |
| Natural Investments, LLC | 0.20% | New | 15,342 | $817K |
| Balefire, LLC | 0.15% | Add +0.9% | 29,454 | $752K |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.2% | 29,077 | $742K |
| Bank of New York Mellon Corp | 0.00% | Add +12.0% | 28,471 | $727K |
| Joseph P. Lucia & Associates, LLC | 0.26% | Add +46.6% | 26,633 | $680K |
| Summit Financial, LLC | 0.01% | New | 24,215 | $618K |
| Virtue Capital Management, LLC | 0.09% | Reduce -71.8% | 5,177 | $577K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +52.6% | 22,350 | $571K |
| Janney Montgomery Scott LLC | 0.00% | Add +73.3% | 20,653 | $527K |
| Sunbelt Securities, Inc. | 0.04% | Add +18.0% | 20,545 | $525K |
| Swmg, LLC | 0.15% | Add +3.1% | 18,916 | $491K |
| Rossby Financial, LCC | 0.16% | No change | 18,600 | $477K |
| GeoWealth Management, LLC | 0.02% | New | 18,665 | $476K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 18,610 | $475K |
| Jane Street Group, LLC | 0.00% | Reduce -78.9% | 18,249 | $466K |
| Arkadios Wealth Advisors | 0.01% | New | 17,982 | $459K |
| Ethos Financial Group, LLC | 0.03% | New | 16,614 | $424K |
| Fulcrum Equity Management | 0.43% | Add +10.7% | 16,603 | $424K |
| Cetera Investment Advisers | 0.00% | New | 16,071 | $410K |
| Smartleaf Asset Management LLC | 0.02% | Add +10.6% | 14,925 | $384K |
| Private Advisor Group, LLC | 0.00% | Add +7.1% | 14,498 | $370K |
| Simplicity Wealth,LLC | 0.02% | Reduce -34.4% | 12,342 | $315K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 12,168 | $311K |
| World Investment Advisors | 0.01% | Add +10.8% | 10,973 | $280K |
| AQR Capital Management | 0.00% | Reduce -20.7% | 10,347 | $264K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 9,689 | $247K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +2.0% | 9,328 | $238K |
| Mariner, LLC | 0.00% | New | 9,042 | $231K |
| Old Mission Capital LLC | 0.01% | Reduce -72.3% | 8,520 | $218K |
| Fortis Capital Advisors, LLC | 0.03% | New | 8,400 | $214K |
| Belpointe Asset Management LLC | 0.01% | New | 8,400 | $214K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 8,256 | $211K |
| Morgan Stanley | 0.00% | Add +5909.7% | 3,726 | $95K |
| NewEdge Advisors, LLC | 0.00% | New | 610 | $16K |
| Royal Bank of Canada | 0.00% | New | 145 | $4K |
| Osaic Holdings, Inc. | 0.00% | New | 65 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 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.