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Kensington Hedged PRM in ETF (KHPI)

CUSIP: 56167N183 | NYSE | 110 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Bison Wealth, LLC886,488
1.9% of portfolio›$23.1M
Apollon Wealth Management, LLC819,705
0.2% of portfolio›$21.2M
Heritage OAK Wealth Advisors LLC712,028
5.6% of portfolio›$18.5M
Kestra Advisory Services, LLC507,395
0.0% of portfolio›$13.1M
Prospera Financial Services Inc456,116
0.2% of portfolio›$11.7M
CoreCap Advisors, LLC254,297
0.2% of portfolio›$6.6M
Sigma Planning Corp244,859
0.2% of portfolio›$6.3M
United Advisor Group, LLC224,736
0.6% of portfolio›$5.8M
Atria Investments, Inc190,050
0.0% of portfolio›$4.9M
HFG Wealth Management, LLC153,698
4.0% of portfolio›$4.0M
Cambridge Investment Research Advisors, Inc.138,480
0.0% of portfolio›$3.6K
Cornerstone Wealth Management, LLC122,013
0.1% of portfolio›$3.1M
Triumph Capital Management110,879
0.5% of portfolio›$2.9M
Wealthcare Advisory Partners LLC96,491
0.0% of portfolio›$2.5M
Concurrent Investment Advisors, LLC66,051
0.0% of portfolio›$1.7M
IFP Advisors, Inc62,336
0.0% of portfolio›$1.6M
CPR Investments Inc.42,422
0.8% of portfolio›$1.1M
Strategic Blueprint, LLC38,133
0.0% of portfolio›$984.2K
Joseph P. Lucia & Associates, LLC34,135
0.3% of portfolio›$886.3K
Titleist Asset Management, LLC32,426
0.1% of portfolio›$836.9K
Diversify Advisory Services, LLC29,291
0.0% of portfolio›$761.6K
Diversify Wealth Management, LLC29,291
0.0% of portfolio›$761.6K
Private Trust Co NA25,345
0.1% of portfolio›$654.2K
Swmg, LLC22,492
0.1% of portfolio›$586.8K
International Assets Investment Management, LLC20,372
0.0% of portfolio›$526.8K
Rossby Financial, LCC18,600
0.1% of portfolio›$480.1K
Fulcrum Equity Management15,720
0.3% of portfolio›$405.7K
Legacy Capital Wealth Partners, LLC13,188
0.1% of portfolio›$340.4K
Partners Wealth Management, LLC10,214
0.0% of portfolio›$265.6K
Kingswood Wealth Advisors, LLC9,783
0.0% of portfolio›$252.5K
Independent Financial Group, LLC9,016
0.0% of portfolio›$232.7K
Nfsg Corp7,500
0.0% of portfolio›$193.6K
Root Financial Partners, LLC1,124
0.0% of portfolio›$29.0K
EverSource Wealth Advisors, LLC6
0.0% of portfolio›$155
Assetmark, Inc1
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Bison Wealth, LLC
886,488$23.1M1.9%GrowthMediumAtlanta, GA2026-10-13
Apollon Wealth Management, LLC
819,705$21.2M0.2%GrowthLowMount Pleasant, SC2026-10-23
Heritage OAK Wealth Advisors LLC
712,028$18.5M5.6%ValueHighSanta Rosa Beach, FL2026-10-14
Kestra Advisory Services, LLC
507,395$13.1M0.0%CoreLowAustin, TX2026-11-02
Prospera Financial Services Inc
456,116$11.7M0.2%CoreMediumDallas, TX2026-11-04
CoreCap Advisors, LLC
254,297$6.6M0.2%ETFMediumSouthfield, MI2026-10-08
Sigma Planning Corp
244,859$6.3M0.2%GrowthMediumAnn Arbor, MI2026-10-23
United Advisor Group, LLC
224,736$5.8M0.6%ETFLowCincinnati, OH2026-11-03
Atria Investments, Inc
190,050$4.9M0.0%CoreMediumCharlotte, NC2026-10-15
HFG Wealth Management, LLC
153,698$4.0M4.0%ETFLowThe Woodlands, TX2026-10-16
Cambridge Investment Research Advisors, Inc.
138,480$3.6K0.0%ETFLowFairfield, IA2026-11-02
Cornerstone Wealth Management, LLC
122,013$3.1M0.1%ETFVery LowSt. Peters, MO2026-11-04
Triumph Capital Management
110,879$2.9M0.5%ETFMediumDenver, CO2026-10-14
Wealthcare Advisory Partners LLC
96,491$2.5M0.0%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
66,051$1.7M0.0%GrowthMediumTampa, FL2026-10-16
IFP Advisors, Inc
62,336$1.6M0.0%GrowthLowTampa, FL2026-10-16
CPR Investments Inc.
42,422$1.1M0.8%ETFHighRochester, MI2026-10-26
Strategic Blueprint, LLC
38,133$984.2K0.0%ETFLowAtlanta, GA2026-10-22
Joseph P. Lucia & Associates, LLC
34,135$886.3K0.3%ETFVery LowYorktown Heights, NY2026-10-30
Titleist Asset Management, LLC
32,426$836.9K0.1%ETFLowSan Antonio, TX2026-10-08
Diversify Advisory Services, LLC
29,291$761.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
29,291$761.6K0.0%GrowthMediumSandy, UT2026-10-20
Private Trust Co NA
25,345$654.2K0.1%CoreLowCleveland, OH2026-10-20
Swmg, LLC
22,492$586.8K0.1%ETFMediumFort Worth, TX2026-10-23
International Assets Investment Management, LLC
20,372$526.8K0.0%CoreVery HighOrlando, FL2026-11-02
Rossby Financial, LCC
18,600$480.1K0.1%ETFMediumMelbourne, FL2026-11-05
Fulcrum Equity Management
15,720$405.7K0.3%GrowthHighPlano, TX2026-10-21
Legacy Capital Wealth Partners, LLC
13,188$340.4K0.1%CoreMediumLittle Rock, AR2026-10-21
Partners Wealth Management, LLC
10,214$265.6K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Kingswood Wealth Advisors, LLC
9,783$252.5K0.0%GrowthLowSan Diego, CA2026-10-23
Independent Financial Group, LLC
9,016$232.7K0.0%GrowthLowSan Diego, CA2026-10-13
Nfsg Corp
7,500$193.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Root Financial Partners, LLC
1,124$29.0K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
6$1550.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
1$260.0%ETFLowConcord, CA2026-10-21