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Disclosery

KHPI MANAGED PORTFOLIO SER

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KENS HE PREM ETF (fund)

74 managers (74 13F filers) reported a position in KHPI shares at 2026-03-31, 10,191,522 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
74
13F filers
74
New
6
Added
52
Reduced
9
Sold out
4
Shares held by filers
10,191,522

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
LPL Financial LLC2,981,367$72.2M0.02%+838,18213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC805,072$19.5M0.32%+489,21813F-HRTimelineGroup
Bison Wealth, LLC664,998$17.3M1.68%+28,06913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC708,031$17.3M5.49%+127,94313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC507,186$12.3M0.05%+161,49413F-HRTimelineGroup
Prospera Financial Services Inc360,013$8.72M0.14%+64,26813F-HRTimeline
Delta Investment Management, LLC245,514$5.94M1.06%+45,62213F-HRTimeline
CoreCap Advisors, LLC237,298$5.74M0.2%+39,05713F-HRTimeline
United Advisor Group, LLC234,135$5.68M0.7%+4,43613F-HRTimeline
Atria Investments, Inc222,710$5.39M0.06%+16,32413F-HRTimeline
Sigma Planning Corp208,294$5.04M0.14%+28,25313F-HRTimeline
Cambridge Investment Research Advisors,…198,102$4.8M0.01%+23,11713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC177,729$4.3M0.27%+47,95713F-HRTimeline
Aptus Capital Advisors, LLC177,729$4.3M0.04%+47,95713F-HRTimeline
HFG Wealth Management, LLC174,490$4.22M2.32%+1,86913F-HRTimeline
Arete Wealth Advisors, LLC148,548$3.6M0.27%-5,28913F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC145,817$3.53M<0.01%+11,60013F-HRTimelineGroup
Sanctuary Advisors, LLC118,801$2.88M0.02%+75,16813F-HRTimeline
Cornerstone Wealth Management, LLC117,385$2.84M0.14%+66,46713F-HRTimeline
Triumph Capital Management105,694$2.58M0.52%+3,22613F-HRTimeline
Orion Porfolio Solutions, LLC93,990$2.28M0.02%+5,91313F-HRTimeline
Strategic Blueprint, LLC91,729$2.22M0.13%+13,27613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP89,665$2.17M0.12%+59,27113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.84,249$2.16M0.01%+12,38413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …84,757$2.05M0.04%+10,34913F-HRTimelineGroup
Advisory Services Network, LLC81,143$1.96M0.03%+1,48113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…76,641$1.86M0.02%+1,02513F-HRTimelineGroup
Summit Financial, LLC72,676$1.77M0.02%+39,41313F-HRTimeline
IFP Advisors, Inc62,715$1.52M0.03%+83913F-HRTimeline
Intrepid Financial Planning Group LLC60,157$1.46M0.59%+51413F-HRTimeline
Ascension Capital Advisors, Inc.56,346$1.36M0.43%+97913F-HRTimeline
CPR Investments Inc.42,023$1.02M0.68%-4,91513F-HRTimeline
Balefire, LLC37,496$908K0.17%+9,02913F-HRTimeline
Virtue Capital Management, LLC36,019$866K0.13%+13,03413F-HRTimeline
NewEdge Advisors, LLC34,741$841K<0.01%+11,08813F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp34,167$827K<0.01%+4,92013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,096$825K<0.01%+25,25113F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC32,240$785K0.28%+2,74313F-HRTimeline
Arkadios Wealth Advisors31,698$767K0.01%+11,15313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding29,090$747K+614Timeline
Sunbelt Securities, Inc.28,882$699K0.04%+68513F-HRTimeline
Onyx Bridge Wealth Group LLC28,500$690K0.07%-27,66013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC28,169$682K0.05%+3,36913F-HRTimeline
U.S. Capital Wealth Advisors, LLC26,275$636K0.02%+2,40013F-HRTimeline
SWMG, LLC25,984$629K0.18%+3,03713F-HRTimeline
PRIVATE TRUST CO NA25,345$614K0.05%new13F-HRTimeline
Janney Montgomery Scott LLC23,814$577K<0.01%+20013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,757$575K0.01%-15,33913F-HR/ATimeline
Mariner, LLCin group Mariner, LLC22,866$554K<0.01%+10,62713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,496$496K0.01%+4,18213F-HRTimelineGroup
GeoWealth Management, LLC20,350$493K0.02%+3,36513F-HRTimeline
Rossby Financial, LCC18,600$453K0.09%013F-HRTimeline
Fulcrum Equity Management18,131$439K0.43%+1,29213F-HRTimeline
WCG Wealth Advisors LLC18,025$436K0.01%new13F-HRTimeline
Private Advisor Group, LLC17,088$414K<0.01%-6,31113F-HRTimeline
Cetera Investment Advisers16,752$406K<0.01%+32213F-HRTimeline
WORLD EQUITY GROUP, INC.16,017$388K0.1%new13F-HRTimeline
Ethos Financial Group, LLC13,549$348K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,392$326K0.02%+6,08413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,537$304K0.01%-28413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,227$296K0.01%+3,63513F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC10,977$266K0.05%+1,45613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,638$258K<0.01%-6,40413F-HRTimelineGroup
Ausdal Financial Partners, Inc.9,842$238K0.01%+1,80313F-HRTimeline
Belpointe Asset Management LLC8,400$203K0.01%013F-HRTimeline
Fortis Capital Advisors, LLC8,400$203K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,987$121K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,187$53K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA236$6K<0.01%+8913F-HRTimelineGroup
Smartleaf Asset Management LLC249$5.99K<0.01%-17,37613F-HRTimeline
Bogart Wealth, LLC213$5.16K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…60$1.45K<0.01%013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25$604<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1$24<0.01%-1313F-HRTimelineGroup