KAMO Institutional Ownership
Kensington Credit Opportunities ETF
1W: -0.5%
1M: -3.0%
3M: -2.9%
YTD: -3.3%
$23.91
+0.02 (+0.08%)
Weekly Expected Move ±0.7%
$24
$24
$24
$24
$24
Overview
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Institutional Ownership — KAMO
28
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
72M
Total Invested
6
New Positions
8
Increased
14
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC NEW | 927,968 | 22M | — | +0.0% | 1Q | SEC ↗ |
| 2 | ASSETMARK, INC | 725,203 | 17M | +90,608 | +14.3% | 3Q | SEC ↗ |
| 3 | CoreCap Advisors, LLC | 338,782 | 8M | +15,999 | +5.0% | 2Q | SEC ↗ |
| 4 | HERITAGE OAK WEALTH ADVISORS LLC | 274,361 | 7M | -8,643 | -3.1% | 3Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 148,800 | 4M | -13,655 | -8.4% | 3Q | SEC ↗ |
| 6 | LEUTHOLD GROUP, LLC | 81,373 | 2M | -178 | -0.2% | 2Q | SEC ↗ |
| 7 | Sunbelt Securities, Inc. | 80,096 | 2M | +947 | +1.2% | 2Q | SEC ↗ |
| 8 | Atria Investments, Inc | 79,891 | 2M | +11,104 | +16.1% | 3Q | SEC ↗ |
| 9 | IFP Advisors, Inc | 48,957 | 1M | +2,800 | +6.1% | 3Q | SEC ↗ |
| 10 | Concurrent Investment Advisors, LLC | 47,180 | 1M | -11,871 | -20.1% | 3Q | SEC ↗ |
| 11 | Arkadios Wealth Advisors | 42,931 | 1M | -231 | -0.5% | 3Q | SEC ↗ |
| 12 | Global Assets Advisory, LLC NEW | 40,928 | 979K | — | +0.0% | 1Q | SEC ↗ |
| 13 | MGO ONE SEVEN LLC | 38,373 | 917K | +1,204 | +3.2% | 3Q | SEC ↗ |
| 14 | Strategic Blueprint, LLC | 28,358 | 678K | -1,922 | -6.3% | 3Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 25,038 | 599K | +3,266 | +15.0% | 3Q | SEC ↗ |
| 16 | Legacy Wealth Partners, LLC | 24,976 | 597K | +2,132 | +9.3% | 3Q | SEC ↗ |
| 17 | Fulcrum Equity Management | 22,073 | 528K | -1,296 | -5.5% | 3Q | SEC ↗ |
| 18 | Balefire, LLC | 18,280 | 437K | -563 | -3.0% | 3Q | SEC ↗ |
| 19 | RFG Advisory, LLC | 15,428 | 369K | -750 | -4.6% | 3Q | SEC ↗ |
| 20 | United Advisor Group, LLC NEW | 9,401 | 225K | — | +0.0% | 1Q | SEC ↗ |
| 21 | CWM, LLC | 3,860 | 92K | +398 | +11.5% | 2Q | SEC ↗ |
| 22 | UBS Group AG | 756 | 18K | -1,117 | -59.6% | 2Q | SEC ↗ |
| 23 | Continuum Advisory, LLC NEW | 686 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Rossby Financial, LCC | 329 | 8K | +137 | +71.4% | 3Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. NEW | 248 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC NEW | 76 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Sowell Financial Services LLC | 0 | 0K | -8,209 | -100.0% | 1Q | SEC ↗ |
| 28 | TFB Advisors LLC | 0 | 0K | -12,317 | -100.0% | 1Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 0 | 0K | -18,891 | -100.0% | 1Q | SEC ↗ |
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -227 | -100.0% | 1Q | SEC ↗ |
| 31 | Fiscal Wisdom Wealth Management, LLC | 0 | 0K | -8,511 | -100.0% | 2Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 0 | 0K | -52,918 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 927,968 | 22M |
| Global Assets Advisory, LLC | 40,928 | 979K |
| United Advisor Group, LLC | 9,401 | 225K |
| Continuum Advisory, LLC | 686 | 16K |
| OSAIC HOLDINGS, INC. | 248 | 6K |
| Farther Finance Advisors, LLC | 76 | 2K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 52,918 | 1M |
| CITADEL ADVISORS LLC | 18,891 | 452K |
| TFB Advisors LLC | 12,317 | 294K |
| Fiscal Wisdom Wealth Management, LL | 8,511 | 203K |
| Sowell Financial Services LLC | 8,209 | 196K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 227 | 5K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | +90,608 | +14.3% | 725,203 |
| CoreCap Advisors, LLC | +15,999 | +5.0% | 338,782 |
| Atria Investments, Inc | +11,104 | +16.1% | 79,891 |
| JANE STREET GROUP, LLC | +3,266 | +15.0% | 25,038 |
| IFP Advisors, Inc | +2,800 | +6.1% | 48,957 |
| Legacy Wealth Partners, LLC | +2,132 | +9.3% | 24,976 |
| MGO ONE SEVEN LLC | +1,204 | +3.2% | 38,373 |
| Sunbelt Securities, Inc. | +947 | +1.2% | 80,096 |
| CWM, LLC | +398 | +11.5% | 3,860 |
| Rossby Financial, LCC | +137 | +71.4% | 329 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -13,655 | -8.4% | 148,800 |
| Concurrent Investment Advisors, LLC | -11,871 | -20.1% | 47,180 |
| HERITAGE OAK WEALTH ADVISORS LLC | -8,643 | -3.1% | 274,361 |
| Strategic Blueprint, LLC | -1,922 | -6.3% | 28,358 |
| Fulcrum Equity Management | -1,296 | -5.5% | 22,073 |
| UBS Group AG | -1,117 | -59.6% | 756 |
| RFG Advisory, LLC | -750 | -4.6% | 15,428 |
| Balefire, LLC | -563 | -3.0% | 18,280 |
| Arkadios Wealth Advisors | -231 | -0.5% | 42,931 |
| LEUTHOLD GROUP, LLC | -178 | -0.2% | 81,373 |