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KAMO MANAGED PORTFOLIO SER

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KENS CR OPPO ETF (fund)

24 managers (24 13F filers) reported a position in KAMO shares at 2026-03-31, 2,038,568 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
6
Added
8
Reduced
10
Sold out
2
Shares held by filers
2,038,568

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, INC634,595$15.7M0.03%-44,15613F-HRTimelineGroup
CoreCap Advisors, LLC322,783$7.97M0.27%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC283,004$6.98M2.22%-183,87313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC162,455$4.01M<0.01%-5,21313F-HRTimelineGroup
LEUTHOLD GROUP, LLC81,551$2.01M0.21%new13F-HRTimeline
Sunbelt Securities, Inc.80,096$1.98M0.12%+94713F-HRTimeline
Atria Investments, Inc68,787$1.7M0.02%+10,06713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…59,051$1.46M0.02%+1,47713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC52,918$1.31M<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc46,157$1.14M0.02%+4,08413F-HRTimeline
Arkadios Wealth Advisors43,162$1.07M0.02%-55813F-HRTimeline
MGO ONE SEVEN LLC37,169$917K0.02%+2,96813F-HRTimeline
Strategic Blueprint, LLC30,280$747K0.04%-1,50013F-HRTimeline
Fulcrum Equity Management23,369$577K0.56%-1,69613F-HRTimeline
Legacy Wealth Partners, LLC22,844$564K0.14%+1,13013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,772$537K<0.01%-66,80113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,891$466K<0.01%new13F-HRTimelineGroup
Balefire, LLC18,843$465K0.09%-92513F-HRTimeline
RFG Advisory, LLC16,178$399K0.01%-98713F-HRTimeline
Fiscal Wisdom Wealth Management, LLC8,511$210K0.2%-2,98813F-HRTimeline
CWM, LLCin group CWM, LLC3,860$95.3K<0.01%+39813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,873$46.2K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…227$5.6K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC192$4.74K<0.01%+3813F-HRTimeline