Kensington Hedged PRM in ETFKHPIETF
13F holders, Q4 2025 (December 31)72holders +5
11new positions
6sold out
$25.58avg. 13F price*
At the end of Q4 2025, 72 institutions reported holding Kensington Hedged PRM in ETF (KHPI) in their 13F filings, up 5 from Q3 2025. 11 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($55.0M), Bison Wealth, LLC ($15.5M) and Heritage Oak Wealth Advisors LLC ($15.0M).
- Company
- Kensington Hedged PRM in ETF
- Filed as
- MANAGED PORTFOLIO SERIES (Q4 2025)
- CUSIP
- 56167N183
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $10.1M |
| Exits | 6 | $2.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,072,425 shares bought and 250,288 shares sold, net +1,822,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| LPL Financial LLC | 0.01% | Add +47.6% | 2,143,185 | $55.0M |
| Bison Wealth, LLC | 1.75% | Add +56.1% | 636,929 | $15.5M |
| Heritage Oak Wealth Advisors LLC | 5.54% | Add +20.3% | 580,088 | $15.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +7.0% | 345,692 | $8.9M |
| Apollon Wealth Management, LLC | 0.14% | Add +30.1% | 315,854 | $8.1M |
| Prospera Financial Services Inc | 0.12% | Add +1.3% | 295,745 | $7.6M |
| United Advisor Group, LLC | 0.76% | Add +0.0% | 229,699 | $5.9M |
| Atria Investments, Inc | 0.06% | Add +18.1% | 206,386 | $5.3M |
| Delta Investment Management, LLC | 0.89% | New | 199,892 | $5.1M |
| CoreCap Advisors, LLC | 0.18% | Add +3.4% | 198,241 | $5.1M |
| Sigma Planning Corp | 0.13% | Add +68.0% | 180,041 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +61.6% | 174,985 | $4.5M |
| HFG Wealth Management, LLC | 2.44% | Add +2.5% | 172,621 | $4.4M |
| Arete Wealth Advisors, LLC | 0.27% | Add +42.2% | 153,837 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 134,217 | $3.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +26.6% | 129,772 | $3.3M |
| Guardian Wealth Advisors, LLC / NC | 0.21% | Add +26.6% | 129,772 | $3.3M |
| Triumph Capital Management | 0.57% | Add +5.9% | 102,468 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +373.3% | 88,077 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +2.0% | 79,662 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Add +38.9% | 78,453 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +75.9% | 75,616 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +30.2% | 74,408 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +19.3% | 71,865 | $1.8M |
| IFP Advisors, Inc | 0.04% | Add +2.6% | 61,876 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.58% | Add +2.6% | 59,643 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +11.3% | 56,160 | $1.4M |
| Ascension Capital Advisors, Inc. | 0.49% | New | 55,367 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +40.5% | 50,918 | $1.3M |
| CPR Investments Inc. | 0.81% | Reduce -7.7% | 46,938 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.3% | 43,633 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Reduce -8.6% | 39,096 | $1.0M |
| IFG Advisory, LLC | 0.04% | New | 36,521 | $937K |
| Summit Financial, LLC | 0.01% | Add +37.4% | 33,263 | $860K |
| Money Concepts Capital Corp. | 0.04% | Reduce -82.2% | 30,394 | $780K |
| Joseph P. Lucia & Associates, LLC | 0.27% | Add +10.8% | 29,497 | $757K |
| Bank of New York Mellon Corp | 0.00% | Add +2.7% | 29,247 | $750K |
| Diversify Advisory Services, LLC | 0.02% | New | 28,476 | $735K |
| Balefire, LLC | 0.14% | Reduce -3.4% | 28,467 | $730K |
| Sunbelt Securities, Inc. | 0.05% | Add +37.3% | 28,197 | $724K |
| Titleist Asset Management, LLC | 0.05% | New | 24,800 | $636K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +6.8% | 23,875 | $613K |
| NewEdge Advisors, LLC | 0.00% | Add +3777.5% | 23,653 | $607K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.3% | 23,614 | $606K |
| Private Advisor Group, LLC | 0.00% | Add +61.4% | 23,399 | $600K |
| Virtue Capital Management, LLC | 0.09% | Add +344.0% | 22,985 | $590K |
| Swmg, LLC | 0.16% | Add +21.3% | 22,947 | $589K |
| Arkadios Wealth Advisors | 0.01% | Add +14.3% | 20,545 | $527K |
| Rossby Financial, LCC | 0.15% | No change | 18,600 | $477K |
| Smartleaf Asset Management LLC | 0.02% | Add +18.1% | 17,625 | $457K |
| Stifel Financial Corp. | 0.00% | New | 17,042 | $437K |
| GeoWealth Management, LLC | 0.02% | Reduce -9.0% | 16,985 | $436K |
| Fulcrum Equity Management | 0.41% | Add +1.4% | 16,839 | $432K |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 16,430 | $422K |
| CreativeOne Wealth, LLC | 0.01% | New | 16,314 | $419K |
| Ethos Financial Group, LLC | 0.03% | Reduce -18.4% | 13,549 | $348K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +5.4% | 12,821 | $329K |
| Mariner, LLC | 0.00% | Add +35.4% | 12,239 | $314K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.9% | 9,773 | $251K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +2.1% | 9,521 | $244K |
| Jane Street Group, LLC | 0.00% | Reduce -51.5% | 8,845 | $227K |
| Ameritas Advisory Services, LLC | 0.01% | New | 8,592 | $220K |
| Fortis Capital Advisors, LLC | 0.03% | No change | 8,400 | $216K |
| Belpointe Asset Management LLC | 0.01% | No change | 8,400 | $216K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -2.6% | 8,039 | $206K |
| International Assets Investment Management, LLC | 0.01% | New | 7,308 | $188K |
| Morgan Stanley | 0.00% | Add +33.8% | 4,987 | $128K |
| Osaic Holdings, Inc. | 0.00% | Add +1107.7% | 785 | $20K |
| Bogart Wealth, LLC | 0.00% | New | 213 | $5K |
| Royal Bank of Canada | 0.00% | Add +1.4% | 147 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 60 | $2K |
| Assetmark, Inc. | 0.00% | New | 14 | $359 |
"% 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.