Who Owns KHPI?
KENSINGTON HEDGED — Institutional Ownership & 13F Holdings
$25.71
-0.04 (-0.17%)
Market Cap
—
Shares Outstanding
13,050,000
Institutional Holders
48
Total Inst. Value
$59.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HERITAGE OAK WEALTH ADVISORS LLC | $11.3M | 470,355 |
| 2 | Bison Wealth, LLC | $7.7M | 322,855 |
| 3 | MONEY CONCEPTS CAPITAL CORP | $6.6M | 273,995 |
| 4 | United Advisor Group, LLC | $4.2M | 176,620 |
| 5 | HFG Wealth Management, LLC | $3.8M | 148,602 |
| 6 | CoreCap Advisors, LLC | $3.6M | 148,979 |
| 7 | Apollon Wealth Management, LLC | $3.5M | 144,975 |
| 8 | Arete Wealth Advisors, LLC | $2.6M | 109,942 |
| 9 | Strategic Blueprint, LLC | $2.2M | 90,253 |
| 10 | Intrepid Financial Planning Group LLC | $1.4M | 59,700 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HERITAGE OAK WEALTH ADVISORS LLC | +155K | $11.3M |
| United Advisor Group, LLC | +19K | $4.2M |
| Arete Wealth Advisors, LLC | +77K | $2.6M |
| Strategic Blueprint, LLC | +63K | $2.2M |
| Intrepid Financial Planning Group LLC | +144 | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CoreCap Advisors, LLC | -34K | $3.6M |
| Atria Wealth Solutions, Inc. | -17K | $2K |
| Envestnet Portfolio Solutions, Inc. | -9K | $2K |
| Atria Investments, Inc | -9K | $3K |
| Fulcrum Equity Management | -8K | $321K |
Frequently Asked Questions
How many institutional investors hold KHPI?
As of Q1 2025, 48 institutional investors report holding KHPI (KENSINGTON HEDGED) in their 13F filings.
Which hedge fund owns the most KHPI?
The largest institutional holder of KHPI is HERITAGE OAK WEALTH ADVISORS LLC with $11.3M in shares.
Are institutions buying or selling KHPI?
This quarter, 24 institutions opened new positions in KHPI and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.