Skip to content

KHPI MANAGED PORTFOLIO SER

Follow

KENS HE PREM ETF (fund)

32 managers (33 13F filers) reported a position in KHPI shares at 2024-12-31, 2,270,711 shares in all. 25 filers opened a position and 2 filers sold out during the quarter.

Managers
32
13F filers
33
New
25
Added
5
Reduced
1
Sold out
2
Shares held by filers
2,270,711

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Bison Wealth, LLC405,711$10.3M2.26%-1,52813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC315,655$7.98M3.75%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding204,559$5.17MnewTimeline
CoreCap Advisors, LLC183,178$4.63M0.21%new13F-HRTimeline
United Advisor Group, LLC158,074$3.99M0.79%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC147,175$3.72M0.09%new13F-HRTimelineGroup
Atria Investments, Inc139,002$3.51M0.04%new13F-HRTimeline
Freedom Investment Management, Inc.121,788$3.08M0.26%new13F-HRTimeline
Atria Wealth Solutions, Inc.88,980$2.27M0.02%new13F-HRTimeline
Intrepid Financial Planning Group LLC59,556$1.5M0.64%new13F-HRTimeline
SWMG, LLC47,709$1.23M0.49%new13F-HRTimeline
Balefire, LLC48,647$1.23M0.42%new13F-HRTimeline
Sanctuary Advisors, LLC34,778$894K0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC33,403$845K0.06%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,856$830K<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC27,446$694K0.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,522$645K<0.01%new13F-HRTimelineGroup
Castleview Partners, LLC25,448$643K0.35%+20,89913F-HR/ATimeline
Fulcrum Equity Management21,463$542K0.54%new13F-HRTimeline
IFP Advisors, Inc21,120$534K0.02%+8,32613F-HRTimeline
WOLVERINE TRADING, LLC20,659$527K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.18,709$473K0.02%+3,45913F-HRTimeline
Sunbelt Securities, Inc.17,411$444K0.04%+1,53413F-HRTimeline
Cambridge Investment Research Advisors,…15,627$395K<0.01%+6,19313F-HRTimeline
Onyx Bridge Wealth Group LLC14,173$358K0.05%new13F-HRTimeline
Rossby Financial, LCC13,500$341K0.22%13F-HRTimeline
World Investment Advisors9,686$245K0.01%new13F-HRTimeline
Prospera Financial Services Inc8,300$210K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC8,100$207K0.02%new13F-HRTimeline
GeoWealth Management, LLC2,384$60.2K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG92$2.33K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.