Who Owns KENSINGTON HEDGED (KHPI)?Hedge Fund & Institutional Holders

$25.02-0.14 (-0.56%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.40001499781048e+172T

% of Float Held

—

QoQ Change in Holders

+13 / -6

Price History

$22.64$23.57$24.51$25.45$26.38Sep 24Jun 25Mar 26

KHPI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
HERITAGE OAK WEALTH ADVISORS LLCNew Position+580K+$15.0M
Apollon Wealth Management, LLCNew Position+316K+$8.1M
Delta Investment Management, LLCNew Position+200K+$5.1M
CoreCap Advisors, LLCNew Position+198K+$5.1M
Sanctuary Advisors, LLCNew Position+149K+$3.7M
ENVESTNET ASSET MANAGEMENT INCNew Position+134K+$3.0M
Strategic Blueprint, LLCNew Position+78K+$2.0M
Concurrent Investment Advisors, LLCNew Position+76K+$1.9M
Onyx Bridge Wealth Group LLCNew Position+56K+$1.4M
Ascension Capital Advisors, Inc.New Position+55K+$1.4M
Cornerstone Wealth Management, LLCNew Position+51K+$1.3M
Cambridge Investment Research Advisors, Inc.Increased+67K+$1.2M
Arete Wealth Advisors, LLCIncreased+46K+$1.2M
Fulcrum Equity ManagementNew Position+33K+$855K
MONEY CONCEPTS CAPITAL CORPNew Position+30K+$779K

KHPI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Bison Wealth, LLCClosed Position-408K-$10.6B
CPR Investments Inc.Decreased-4K-$1.3B
Balefire, LLCDecreased-987-$751.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-29K-$742.3M
GeoWealth Management, LLCDecreased-2K-$476.5M
JANE STREET GROUP, LLCDecreased-9K-$465.9M
World Investment AdvisorsClosed Position-11K-$280.1M
AQR CAPITAL MANAGEMENT LLCClosed Position-10K-$264.2M
OLD MISSION CAPITAL LLCClosed Position-9K-$217.5M
Ausdal Financial Partners, Inc.Decreased-217-$210.6M
NATURAL INVESTMENTS, LLCClosed Position-15K-$817K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC2,143,185$54.0M0.01%Share
2HERITAGE OAK WEALTH ADVISORS LLC580,088$15.0M5.54%Share
3Apollon Wealth Management, LLC315,854$8.1M0.14%Share
4Kestra Advisory Services, LLC345,692$8.0M0.03%Share
5Prospera Financial Services Inc295,745$7.0M0.11%Share
6United Advisor Group, LLC229,699$5.9M0.74%Share
7Delta Investment Management, LLC199,892$5.1M0.89%Share
8CoreCap Advisors, LLC198,241$5.1M0.18%Share
9Atria Investments, Inc206,386$5.0M0.06%Share
10Sigma Planning Corp180,041$4.6M0.13%Share
11HFG Wealth Management, LLC172,621$4.4M2.44%Share
12Cambridge Investment Research Advisors, Inc.174,985$4.0M0.01%Share
13Arete Wealth Advisors, LLC153,837$3.9M0.24%Share
14GUARDIAN WEALTH ADVISORS, LLC / NC129,772$3.3M0.21%Share
15Aptus Capital Advisors, LLC129,772$3.0M0.02%Share
16ENVESTNET ASSET MANAGEMENT INC134,217$3.0M0.00%Share
17Triumph Capital Management102,468$2.6M0.57%Share
18Strategic Blueprint, LLC78,453$2.0M0.12%Share
19Orion Porfolio Solutions, LLC88,077$2.0M0.01%Share
20Advisory Services Network, LLC78,718$2.0M0.03%Share
21Wealthcare Advisory Partners LLC74,408$1.9M0.04%Share
22Concurrent Investment Advisors, LLC70,196$1.8M0.02%Share
23Intrepid Financial Planning Group LLC59,643$1.5M0.58%Share
24Onyx Bridge Wealth Group LLC56,160$1.4M0.15%Share
25Ascension Capital Advisors, Inc.55,367$1.4M0.49%Share
26Cornerstone Wealth Management, LLC50,918$1.3M0.07%Share
27CPR Investments Inc.46,938$1.2M0.81%Share
28Sanctuary Advisors, LLC43,633$1.1M0.01%Share
29IFP Advisors, Inc61,876$1.0M0.02%Share
30Equitable Holdings, Inc.71,865$1.0M0.01%Share
31Sanctuary Advisors, LLC36,218$915K0.01%Share
32Sanctuary Advisors, LLC34,537$827K0.01%Share
33Sanctuary Advisors, LLC34,537$827K0.01%Share
34MONEY CONCEPTS CAPITAL CORP30,394$779K0.04%Share
35Joseph P. Lucia & Associates, LLC29,497$756K0.27%Share
36Diversify Advisory Services, LLC28,476$734K0.02%Share
37Balefire, LLC28,467$730K0.14%Share
38Sunbelt Securities, Inc.28,197$723K0.05%Share
39TITLEIST ASSET MANAGEMENT, LLC24,800$636K0.05%Share
40U.S. Capital Wealth Advisors, LLC23,875$612K0.02%Share
41SWMG, LLC22,947$589K0.16%Share
42Rossby Financial, LCC18,600$477K0.15%Share
43Fulcrum Equity Management16,839$432K0.41%Share
44Fulcrum Equity Management16,603$423K0.43%Share
45Ethos Financial Group, LLC13,549$347K0.03%Share
46KINGSWOOD WEALTH ADVISORS, LLC12,821$328K0.02%Share
47J.W. COLE ADVISORS, INC.9,773$250K0.01%Share
48Legacy Capital Wealth Partners, LLC9,521$244K0.05%Share
49Ameritas Advisory Services, LLC8,592$220K0.01%Share
50Fortis Capital Advisors, LLC8,400$215K0.03%Share

KHPI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202569$173.7M+27
Q3 202542$105.1B-9
Q2 202551$104.5B+3
Q1 202548$78.6B+18
Q4 202430$7.2T+25
Q3 20245$1.6T—

As of Q4 2025, 50 institutional investors hold KHPI (KENSINGTON HEDGED). The largest holder is LPL Financial LLC with $54.0M in shares. This quarter, 13 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own KHPI?

As of Q4 2025, 50 institutional investors report holding KHPI (KENSINGTON HEDGED) in their 13F filings.

Who is the largest institutional holder of KHPI?

The largest institutional holder of KHPI is LPL Financial LLC with $54.0M in shares.

Is institutional ownership of KHPI increasing or decreasing?

This quarter, 13 institutions opened new positions in KHPI and 6 closed their positions.