Skip to content
Disclosery

KHPI MANAGED PORTFOLIO SER

Follow

KENS HE PREM ETF (fund)

75 managers (76 13F filers) reported a position in KHPI shares at 2026-06-30, 11,321,718 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
75
13F filers
76
New
10
Added
33
Reduced
26
Sold out
6
Shares held by filers
11,321,718

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC3,863,440$99.8M0.02%+882,07313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC841,405$21.7M0.26%+36,33313F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC715,635$18.6M5.51%+7,60413F-HRTimeline
Bison Wealth, LLC709,283$18.4M1.7%+44,28513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC486,835$12.6M0.04%-20,35113F-HRTimelineGroup
Prospera Financial Services Inc446,845$11.5M0.17%+86,83213F-HRTimeline
Delta Investment Management, LLC267,264$6.9M1.14%+21,75013F-HRTimeline
CoreCap Advisors, LLC236,882$6.12M0.18%-41613F-HRTimeline
Sanctuary Advisors, LLC230,747$5.96M0.03%+111,94613F-HRTimeline
United Advisor Group, LLC226,741$5.86M0.62%-7,39413F-HRTimeline
Sigma Planning Corp225,831$5.83M0.15%+17,53713F-HRTimeline
Cambridge Investment Research Advisors,…189,389$4.89M0.01%-8,71313F-HR/ATimeline
Aptus Capital Advisors, LLC184,467$4.76M0.03%+6,73813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC184,467$4.76M0.27%+6,73813F-HRTimeline
Atria Investments, Inc173,741$4.49M0.04%-48,96913F-HRTimeline
HFG Wealth Management, LLC153,698$3.97M3.99%-20,79213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC125,091$3.23M<0.01%-20,72613F-HRTimelineGroup
Cornerstone Wealth Management, LLC121,148$3.13M0.13%+3,76313F-HRTimeline
Triumph Capital Management107,949$2.79M0.5%+2,25513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.94,844$2.45M0.01%+10,59513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …87,026$2.25M0.04%+2,26913F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP87,002$2.25M0.1%-2,66313F-HRTimeline
Advisory Services Network, LLC82,972$2.14M0.02%+1,82913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC77,013$1.99M<0.01%new13F-HRTimelineGroup
Summit Financial, LLC72,985$1.9M0.02%+30913F-HRTimeline
IFP Advisors, Inc67,580$1.74M0.03%+4,86513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…65,556$1.69M0.01%-11,08513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…60,480$1.56M0.03%+48,25313F-HRTimelineGroup
Intrepid Financial Planning Group LLC59,446$1.53M0.52%-71113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding58,274$1.51M+29,184Timeline
Ascension Capital Advisors, Inc.57,629$1.49M0.42%+1,28313F-HRTimeline
Private Advisor Group, LLC56,481$1.46M0.01%+39,39313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,470$1.41M<0.01%+20,37413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,844$1.36M<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors51,945$1.34M0.02%+20,24713F-HRTimeline
WCG Wealth Advisors LLC49,009$1.27M0.03%+30,98413F-HRTimeline
IHT Wealth Management, LLC44,580$1.15M0.02%new13F-HRTimeline
Strategic Blueprint, LLC43,972$1.14M0.06%-47,75713F-HRTimeline
IFG Advisory, LLC43,127$1.11M0.04%new13F-HRTimeline
CPR Investments Inc.41,155$1.06M0.82%-86813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,838$1M<0.01%+4,67113F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC34,135$887K0.27%+1,89513F-HRTimeline
Virtue Capital Management, LLC31,851$822K0.11%-4,16813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC31,809$821K0.06%+3,64013F-HRTimeline
NewEdge Advisors, LLC30,903$798K<0.01%-3,83813F-HRTimeline
PRIVATE TRUST CO NA26,745$691K0.06%+1,40013F-HRTimeline
Onyx Bridge Wealth Group LLC26,150$675K0.06%-2,35013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,105$648K0.01%+4,60913F-HRTimelineGroup
Balefire, LLC24,599$635K0.1%-12,89713F-HRTimeline
Janney Montgomery Scott LLC24,047$621K<0.01%+23313F-HRTimeline
SWMG, LLC21,468$559K0.13%-4,51613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,102$494K0.03%+5,71013F-HRTimeline
Rossby Financial, LCC18,600$480K0.09%013F-HRTimeline
Cetera Investment Advisers16,859$435K<0.01%+10713F-HRTimeline
Clearstead Advisors, LLC15,289$395K<0.01%new13F-HRTimeline
Fulcrum Equity Management15,208$393K0.32%-2,92313F-HRTimeline
Legacy Capital Wealth Partners, LLC14,935$386K0.07%+3,95813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,809$331K0.01%-10,94813F-HRTimeline
GeoWealth Management, LLC12,666$327K0.01%-7,68413F-HRTimeline
WORLD EQUITY GROUP, INC.10,928$282K0.06%-5,08913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,388$268K0.01%-2,14913F-HRTimeline
Robertson Stephens Wealth Management, L…8,966$232K0.01%new13F-HRTimeline
Coastal Bridge Advisors, LLC8,750$226K0.01%new13F-HRTimeline
Belpointe Asset Management LLC8,400$217K0.01%013F-HRTimeline
Fortis Capital Advisors, LLC8,400$217K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.8,205$212K0.01%-1,63713F-HRTimeline
J.W. COLE ADVISORS, INC.7,792$201K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,987$129K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,726$70.4K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,336$34.5K<0.01%-85113F-HRTimeline
Smartleaf Asset Management LLC249$6.47K<0.01%013F-HRTimeline
Bogart Wealth, LLC213$5.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6$155<0.01%-5413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1$26<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5$00%-23113F-HRTimelineGroupValue filed as zero, left out of ratios.