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Kensington Credit Opport ETF (KAMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares683,485 from 725,203
Change-41,718 (-6%)
Value$16.3M (-$1.5M)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares378,121 from 338,782
Change+39,339 (+12%)
Value$9.0M (+$683.6K)
Filed 2026-10-08
Heritage OAK Wealth Advisors LLC
INCREASED
Shares274,844 from 274,361
Change+483 (+0%)
Value$6.6M (-$195.8K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares82,334 from 79,891
Change+2,443 (+3%)
Value$2.0M (-$2.0K)
Filed 2026-10-15
Leuthold Group, LLC
DECREASED
Shares81,276 from 81,373
Change-97 (0%)
Value$1.9M (-$63.8K)
Filed 2026-11-04
Bison Wealth, LLC
NEW
Shares71,280
Change+71,280
Value$1.7M
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares48,996 from 48,957
Change+39 (+0%)
Value$1.2M (-$36.1K)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares40,992 from 38,373
Change+2,619 (+7%)
Value$979.1K (+$33.5K)
Filed 2026-10-28
Legacy Wealth Partners, LLC
INCREASED
Shares29,215 from 24,976
Change+4,239 (+17%)
Value$697.8K (+$82.4K)
Filed 2026-10-15
Strategic Blueprint, LLC
DECREASED
Shares24,448 from 28,358
Change-3,910 (-14%)
Value$583.9K (-$114.8K)
Filed 2026-10-22
Fulcrum Equity Management
DECREASED
Shares21,135 from 22,073
Change-938 (-4%)
Value$504.8K (-$39.1K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares18,238 from 47,180
Change-28,942 (-61%)
Value$435.6K (-$726.9K)
Filed 2026-10-16
Balefire, LLC
DECREASED
Shares17,128 from 18,280
Change-1,152 (-6%)
Value$409.1K (-$41.3K)
Filed 2026-10-09
RFG Advisory, LLC
DECREASED
Shares15,205 from 15,428
Change-223 (-1%)
Value$363.2K (-$17.0K)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares10,213 from 9,401
Change+812 (+9%)
Value$246.9K (+$13.7K)
Filed 2026-11-03
Rossby Financial, LCC
DECREASED
Shares186 from 329
Change-143 (-43%)
Value$4.4K (-$3.7K)
Filed 2026-11-05
Global Assets Advisory, LLC
CLOSED
Shares0 from 40,928
Change-40,928 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-28
Farther Finance Advisors, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-08
LPL Financial LLC
N/A
Shares— from 927,968
Change-927,968 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 148,800
Change-148,800 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 42,931
Change-42,931 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,038
Change-25,038 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,671
Change-7,671 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
UBS Group AG
N/A
Shares— from 756
Change-756 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
Status
Assetmark, Inc
DECREASED683,485725,203-41,718-6%$17.9M$16.3M-$1.5M2026-10-21
CoreCap Advisors, LLC
INCREASED378,121338,782+39,339+12%$8.3M$9.0M+$683.6K2026-10-08
Heritage OAK Wealth Advisors LLC
INCREASED274,844274,361+483+0%$6.8M$6.6M-$195.8K2026-10-14
Atria Investments, Inc
INCREASED82,33479,891+2,443+3%$2.0M$2.0M-$2.0K2026-10-15
Leuthold Group, LLC
DECREASED81,27681,373-970%$2.0M$1.9M-$63.8K2026-11-04
Bison Wealth, LLC
NEW71,280—+71,280——$1.7M—2026-10-13
IFP Advisors, Inc
INCREASED48,99648,957+39+0%$1.2M$1.2M-$36.1K2026-10-16
MGO One Seven LLC
INCREASED40,99238,373+2,619+7%$945.5K$979.1K+$33.5K2026-10-28
Legacy Wealth Partners, LLC
INCREASED29,21524,976+4,239+17%$615.4K$697.8K+$82.4K2026-10-15
Strategic Blueprint, LLC
DECREASED24,44828,358-3,910-14%$698.7K$583.9K-$114.8K2026-10-22
Fulcrum Equity Management
DECREASED21,13522,073-938-4%$543.9K$504.8K-$39.1K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED18,23847,180-28,942-61%$1.2M$435.6K-$726.9K2026-10-16
Balefire, LLC
DECREASED17,12818,280-1,152-6%$450.4K$409.1K-$41.3K2026-10-09
RFG Advisory, LLC
DECREASED15,20515,428-223-1%$380.1K$363.2K-$17.0K2026-11-03
United Advisor Group, LLC
INCREASED10,2139,401+812+9%$233.2K$246.9K+$13.7K2026-11-03
Rossby Financial, LCC
DECREASED186329-143-43%$8.1K$4.4K-$3.7K2026-11-05
Global Assets Advisory, LLC
CLOSED040,928-40,928-100%$1.0M$0-$1.0M2026-10-28
Farther Finance Advisors, LLC
CLOSED076-76-100%$1.9K$0-$1.9K2026-10-08
LPL Financial LLC
N/A—927,968-927,968-100%$22.9M———
Envestnet Asset Management Inc
N/A—148,800-148,800-100%$3.7M———
Arkadios Wealth Advisors
N/A—42,931-42,931-100%$1.1M———
Jane Street Group, LLC
N/A—25,038-25,038-100%$616.9K———
BFC Planning, Inc.
N/A—7,671-7,671-100%$189.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,265-7,265-100%$179.0K———
UBS Group AG
N/A—756-756-100%$18.6K———
Continuum Advisory, LLC
N/A—686-686-100%$16.9K———
Osaic Holdings, Inc.
N/A—248-248-100%$6.1K———
Showing 27 of 27 institutions