KHPI Institutional Ownership
Kensington Hedged Premium Income ETF
1W: +0.3%
YTD: +0.5%
$25.95
+0.09 (+0.35%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KHPI
83
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
292M
Total Invested
11
New Positions
33
Increased
32
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (83 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,863,440 | $100M | +882,073 | +29.6% | 6Q | SEC ↗ |
| 2 | Apollon Wealth Management, LLC | 841,405 | $22M | +36,333 | +4.5% | 7Q | SEC ↗ |
| 3 | HERITAGE OAK WEALTH ADVISORS LLC | 715,635 | $19M | +7,604 | +1.1% | 7Q | SEC ↗ |
| 4 | Bison Wealth, LLC | 709,283 | $18M | +44,285 | +6.7% | 6Q | SEC ↗ |
| 5 | Kestra Advisory Services, LLC | 486,835 | $13M | -20,351 | -4.0% | 7Q | SEC ↗ |
| 6 | Prospera Financial Services Inc | 446,845 | $12M | +86,832 | +24.1% | 5Q | SEC ↗ |
| 7 | Delta Investment Management, LLC | 267,264 | $7M | +21,750 | +8.9% | 3Q | SEC ↗ |
| 8 | CoreCap Advisors, LLC | 236,882 | $6M | -416 | -0.2% | 7Q | SEC ↗ |
| 9 | Sanctuary Advisors, LLC | 230,747 | $6M | +111,946 | +94.2% | 7Q | SEC ↗ |
| 10 | United Advisor Group, LLC | 226,741 | $6M | -7,394 | -3.2% | 7Q | SEC ↗ |
| 11 | Sigma Planning Corp | 225,831 | $6M | +17,537 | +8.4% | 4Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 189,389 | $5M | -8,713 | -4.4% | 8Q | SEC ↗ |
| 13 | GUARDIAN WEALTH ADVISORS, LLC / NC | 184,467 | $5M | +6,738 | +3.8% | 5Q | SEC ↗ |
| 14 | Aptus Capital Advisors, LLC | 184,467 | $5M | +6,738 | +3.8% | 5Q | SEC ↗ |
| 15 | Atria Investments, Inc | 173,741 | $5M | -48,969 | -22.0% | 7Q | SEC ↗ |
| 16 | HFG Wealth Management, LLC | 153,698 | $4M | -20,792 | -11.9% | 6Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 125,091 | $3M | -20,726 | -14.2% | 7Q | SEC ↗ |
| 18 | Cornerstone Wealth Management, LLC | 121,148 | $3M | +3,763 | +3.2% | 4Q | SEC ↗ |
| 19 | Triumph Capital Management | 107,949 | $3M | +2,255 | +2.1% | 6Q | SEC ↗ |
| 20 | Equitable Holdings, Inc. | 94,844 | $2M | +10,595 | +12.6% | 5Q | SEC ↗ |
| 21 | Wealthcare Advisory Partners LLC | 87,026 | $2M | +2,269 | +2.7% | 6Q | SEC ↗ |
| 22 | MONEY CONCEPTS CAPITAL CORP | 87,002 | $2M | -2,663 | -3.0% | 6Q | SEC ↗ |
| 23 | Advisory Services Network, LLC | 82,972 | $2M | +1,829 | +2.3% | 4Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC NEW | 77,013 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Summit Financial, LLC | 72,985 | $2M | +309 | +0.4% | 4Q | SEC ↗ |
| 26 | IFP Advisors, Inc | 67,580 | $2M | +4,865 | +7.8% | 8Q | SEC ↗ |
| 27 | Concurrent Investment Advisors, LLC | 65,556 | $2M | -11,085 | -14.5% | 6Q | SEC ↗ |
| 28 | Ameritas Advisory Services, LLC | 60,480 | $2M | +48,253 | +394.6% | 3Q | SEC ↗ |
| 29 | Intrepid Financial Planning Group LLC | 59,446 | $2M | -711 | -1.2% | 7Q | SEC ↗ |
| 30 | Ascension Capital Advisors, Inc. | 57,629 | $1M | +1,283 | +2.3% | 3Q | SEC ↗ |
| 31 | Private Advisor Group, LLC | 56,481 | $1M | +39,393 | +230.5% | 6Q | SEC ↗ |
| 32 | JANE STREET GROUP, LLC | 54,470 | $1M | +20,374 | +59.8% | 6Q | SEC ↗ |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 52,844 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Arkadios Wealth Advisors | 51,945 | $1M | +20,247 | +63.9% | 4Q | SEC ↗ |
| 35 | WCG Wealth Advisors LLC | 49,009 | $1M | +30,984 | +171.9% | 2Q | SEC ↗ |
| 36 | IHT Wealth Management, LLC NEW | 44,580 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Strategic Blueprint, LLC | 43,972 | $1M | -47,757 | -52.1% | 7Q | SEC ↗ |
| 38 | IFG Advisory, LLC NEW | 43,127 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | CPR Investments Inc. | 41,155 | $1M | -868 | -2.1% | 4Q | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 38,838 | $1M | +4,671 | +13.7% | 7Q | SEC ↗ |
| 41 | Joseph P. Lucia & Associates, LLC | 34,135 | $886K | +1,895 | +5.9% | 6Q | SEC ↗ |
| 42 | Virtue Capital Management, LLC | 31,851 | $827K | -4,168 | -11.6% | 6Q | SEC ↗ |
| 43 | TITLEIST ASSET MANAGEMENT, LLC | 31,809 | $825K | +3,640 | +12.9% | 3Q | SEC ↗ |
| 44 | NewEdge Advisors, LLC | 30,903 | $802K | -3,838 | -11.0% | 4Q | SEC ↗ |
| 45 | Diversify Advisory Services, LLC NEW | 29,137 | $756K | — | +0.0% | 1Q | SEC ↗ |
| 46 | DIVERSIFY WEALTH MANAGEMENT, LLC | 29,137 | $756K | +47 | +0.2% | 2Q | SEC ↗ |
| 47 | PRIVATE TRUST CO NA | 26,745 | $694K | +1,400 | +5.5% | 2Q | SEC ↗ |
| 48 | Onyx Bridge Wealth Group LLC | 26,150 | $679K | -2,350 | -8.2% | 7Q | SEC ↗ |
| 49 | CreativeOne Wealth, LLC | 25,105 | $651K | +4,609 | +22.5% | 3Q | SEC ↗ |
| 50 | Balefire, LLC | 24,599 | $638K | -12,897 | -34.4% | 7Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 77,013 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 52,844 | $1M |
| IHT Wealth Management, LLC | 44,580 | $1M |
| IFG Advisory, LLC | 43,127 | $1M |
| Diversify Advisory Services, LLC | 29,137 | $756K |
| Clearstead Advisors, LLC | 15,289 | $397K |
| Robertson Stephens Wealth Managemen | 8,966 | $233K |
| Coastal Bridge Advisors, LLC | 8,750 | $227K |
| J.W. COLE ADVISORS, INC. | 7,792 | $202K |
| WELLS FARGO & COMPANY/MN | 2,726 | $71K |
| MERCER GLOBAL ADVISORS INC /ADV | 344 | $9K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arete Wealth Advisors, LLC | 148,548 | $4M |
| Orion Porfolio Solutions, LLC | 93,990 | $2M |
| Mariner, LLC | 22,866 | $593K |
| Ethos Financial Group, LLC | 13,549 | $352K |
| STIFEL FINANCIAL CORP | 10,638 | $276K |
| ROYAL BANK OF CANADA | 236 | $6K |
| JONES FINANCIAL COMPANIES LLLP | 25 | $1K |