Kensington Hedged PRM in ETFKHPIETF
13F holders, Q1 2026 (March 31)74holders +2
6new positions
4sold out
$24.37avg. 13F price*
At the end of Q1 2026, 74 institutions reported holding Kensington Hedged PRM in ETF (KHPI) in their 13F filings, up 2 from Q4 2025. 6 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($72.2M), Apollon Wealth Management, LLC ($19.5M) and Bison Wealth, LLC ($17.3M).
- Company
- Kensington Hedged PRM in ETF
- Filed as
- MANAGED PORTFOLIO SERIES (Q1 2026)
- CUSIP
- 56167N183
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 4 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 2,476,124 shares bought and 159,146 shares sold, net +2,316,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| LPL Financial LLC | 0.02% | Add +39.1% | 2,981,367 | $72.2M |
| Apollon Wealth Management, LLC | 0.32% | Add +154.9% | 805,072 | $19.5M |
| Bison Wealth, LLC | 1.68% | Add +4.4% | 664,998 | $17.3M |
| Heritage Oak Wealth Advisors LLC | 5.49% | Add +22.1% | 708,031 | $17.3M |
| Kestra Advisory Services, LLC | 0.05% | Add +46.7% | 507,186 | $12.3M |
| Prospera Financial Services Inc | 0.14% | Add +21.7% | 360,013 | $8.7M |
| Delta Investment Management, LLC | 1.06% | Add +22.8% | 245,514 | $5.9M |
| CoreCap Advisors, LLC | 0.20% | Add +19.7% | 237,298 | $5.7M |
| United Advisor Group, LLC | 0.70% | Add +1.9% | 234,135 | $5.7M |
| Atria Investments, Inc | 0.06% | Add +7.9% | 222,710 | $5.4M |
| Sigma Planning Corp | 0.14% | Add +15.7% | 208,294 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.2% | 198,102 | $4.8M |
| Guardian Wealth Advisors, LLC / NC | 0.27% | Add +37.0% | 177,729 | $4.3M |
| Aptus Capital Advisors, LLC | 0.04% | Add +37.0% | 177,729 | $4.3M |
| HFG Wealth Management, LLC | 2.32% | Add +1.1% | 174,490 | $4.2M |
| Arete Wealth Advisors, LLC | 0.27% | Reduce -3.4% | 148,548 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.6% | 145,817 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +172.3% | 118,801 | $2.9M |
| Cornerstone Wealth Management, LLC | 0.14% | Add +130.5% | 117,385 | $2.8M |
| Triumph Capital Management | 0.53% | Add +3.1% | 105,694 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.7% | 93,990 | $2.3M |
| Strategic Blueprint, LLC | 0.13% | Add +16.9% | 91,729 | $2.2M |
| Money Concepts Capital Corp. | 0.12% | Add +195.0% | 89,665 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +17.2% | 84,249 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +13.9% | 84,757 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Add +1.9% | 81,143 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.4% | 76,641 | $1.9M |
| Summit Financial, LLC | 0.02% | Add +118.5% | 72,676 | $1.8M |
| IFP Advisors, Inc | 0.03% | Add +1.4% | 62,715 | $1.5M |
| Intrepid Financial Planning Group LLC | 0.59% | Add +0.9% | 60,157 | $1.5M |
| Ascension Capital Advisors, Inc. | 0.43% | Add +1.8% | 56,346 | $1.4M |
| CPR Investments Inc. | 0.68% | Reduce -10.5% | 42,023 | $1.0M |
| Balefire, LLC | 0.17% | Add +31.7% | 37,496 | $908K |
| Virtue Capital Management, LLC | 0.13% | Add +56.7% | 36,019 | $866K |
| NewEdge Advisors, LLC | 0.00% | Add +46.9% | 34,741 | $841K |
| Bank of New York Mellon Corp | 0.00% | Add +16.8% | 34,167 | $827K |
| Jane Street Group, LLC | 0.00% | Add +285.5% | 34,096 | $825K |
| Joseph P. Lucia & Associates, LLC | 0.28% | Add +9.3% | 32,240 | $785K |
| Arkadios Wealth Advisors | 0.01% | Add +54.3% | 31,698 | $767K |
| Diversify Wealth Management, LLC | 0.01% | New | 29,090 | $747K |
| Sunbelt Securities, Inc. | 0.04% | Add +2.4% | 28,882 | $699K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -49.3% | 28,500 | $690K |
| Titleist Asset Management, LLC | 0.05% | Add +13.6% | 28,169 | $682K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +10.1% | 26,275 | $636K |
| Swmg, LLC | 0.18% | Add +13.2% | 25,984 | $629K |
| Private Trust Co. NA | 0.05% | New | 25,345 | $614K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 23,814 | $577K |
| Independent Financial Group, LLC | 0.01% | Reduce -39.2% | 23,757 | $575K |
| Mariner, LLC | 0.00% | Add +86.8% | 22,866 | $554K |
| CreativeOne Wealth, LLC | 0.01% | Add +25.6% | 20,496 | $496K |
| GeoWealth Management, LLC | 0.02% | Add +19.8% | 20,350 | $493K |
| Rossby Financial, LCC | 0.09% | No change | 18,600 | $453K |
| Fulcrum Equity Management | 0.43% | Add +7.7% | 18,131 | $439K |
| WCG Wealth Advisors LLC | 0.01% | New | 18,025 | $436K |
| Private Advisor Group, LLC | 0.00% | Reduce -27.0% | 17,088 | $414K |
| Cetera Investment Advisers | 0.00% | Add +2.0% | 16,752 | $406K |
| World Equity Group, Inc. | 0.10% | New | 16,017 | $388K |
| Ethos Financial Group, LLC | 0.03% | No change | 13,549 | $348K |
| International Assets Investment Management, LLC | 0.02% | Add +83.3% | 13,392 | $326K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -2.2% | 12,537 | $304K |
| Ameritas Advisory Services, LLC | 0.01% | Add +42.3% | 12,227 | $296K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +15.3% | 10,977 | $266K |
| Stifel Financial Corp. | 0.00% | Reduce -37.6% | 10,638 | $258K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +22.4% | 9,842 | $238K |
| Fortis Capital Advisors, LLC | 0.03% | No change | 8,400 | $203K |
| Belpointe Asset Management LLC | 0.01% | No change | 8,400 | $203K |
| Morgan Stanley | 0.00% | No change | 4,987 | $121K |
| Harbour Investments, Inc. | 0.00% | New | 2,187 | $53K |
| Royal Bank of Canada | 0.00% | Add +60.5% | 236 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -98.6% | 249 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 213 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 60 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 25 | $604 |
| Assetmark, Inc. | 0.00% | Reduce -92.9% | 1 | $24 |
"% 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.