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KAMO MANAGED PORTFOLIO SER

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KENS CR OPPO ETF (fund)

20 managers (20 13F filers) reported a position in KAMO shares at 2025-12-31, 1,868,439 shares in all. 19 filers opened a position and 0 filers sold out during the quarter.

Managers
20
13F filers
20
New
19
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,868,439

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ASSETMARK, INCin group ASSETMARK, INC678,751$17M0.03%new13F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC466,877$11.7M4.32%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC167,668$4.2M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,573$2.22M<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.79,149$1.98M0.13%new13F-HRTimeline
Atria Investments, Inc58,720$1.47M0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,574$1.44M0.02%new13F-HRTimelineGroup
Arkadios Wealth Advisors43,720$1.09M0.02%new13F-HRTimeline
IFP Advisors, Inc42,073$1.05M0.02%new13F-HRTimeline
MGO ONE SEVEN LLC34,201$856K0.02%new13F-HRTimeline
Strategic Blueprint, LLC31,780$795K0.05%new13F-HRTimeline
Fulcrum Equity Management25,065$627K0.6%new13F-HRTimeline
Legacy Wealth Partners, LLC21,714$543K0.14%13F-HRTimeline
Balefire, LLC19,768$495K0.1%new13F-HRTimeline
RFG Advisory, LLC17,165$430K0.01%new13F-HRTimeline
TFB Advisors LLC12,317$308K0.09%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC11,499$288K0.27%new13F-HRTimeline
Sowell Financial Services LLC8,209$205K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,462$87K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC154$3.85K<0.01%new13F-HRTimeline