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Kensington Hedged Premium Income ETF (KHPI) Institutional Ownership

$25.97 +0.13 (+0.50%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Kensington Hedged Premium Income ETF (BATS:KHPI)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$7.84M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.05M
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KHPI Institutional Buying and Selling by Quarter

Kensington Hedged Premium Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Ameritas Advisory Services LLC60,480$1.56M0.0%+394.6%1.023%
8/23/2026 Guardian Wealth Advisors LLC NC184,467$4.76M0.3%+3.8%3.121%
8/22/2026 Concurrent Investment Advisors LLC65,556$1.69M0.0%-14.5%1.109%
8/21/2026 Triumph Capital Management107,949$2.79M0.5%+2.1%1.827%
7/10/2026 Fulcrum Equity Management15,208$393K0.3%-16.1%0.257%
7/10/2026 Wealthcare Advisory Partners LLC87,026$2.25M0.0%+2.7%1.473%
7/9/2026 World Equity Group Inc.10,928$282K0.1%-31.8%0.185%
7/7/2026 Balefire LLC24,599$635K0.1%-34.4%0.416%
7/7/2026 CoreCap Advisors LLC236,882$6.12M0.2%-0.2%4.008%
5/19/2026 Arkadios Wealth Advisors31,698$767K0.0%+54.3%0.536%
5/18/2026Sunbelt Securities Inc.28,882$699K0.0%+2.4%0.489%
5/5/2026 Bank of New York Mellon Corp34,167$827K0.0%+16.8%0.578%
2/20/2026Sunbelt Securities Inc.28,197$724K0.0%+37.2%0.242%
2/18/2026 Virtue Capital Management LLC22,985$590K0.0%+344.0%0.197%
2/18/2026 NewEdge Advisors LLC23,653$607K0.0%+3,777.5%0.203%
2/17/2026 Advisory Services Network LLC79,662$2.04M0.0%+2.0%0.684%
2/13/2026 Arkadios Wealth Advisors20,545$527K0.0%+14.3%0.177%
2/12/2026 Titleist Asset Management LLC24,800$636K0.1%N/A0.213%
2/11/2026 Janney Montgomery Scott LLC23,614$606K0.0%+14.3%0.203%
1/30/2026 Strategic Blueprint LLC78,453$2.01M0.1%+38.9%0.686%
1/28/2026 Kingswood Wealth Advisors LLC12,821$329K0.0%+5.4%0.113%
1/13/2026 CoreCap Advisors LLC198,241$5.09M0.2%+3.4%1.917%
11/19/2025Sunbelt Securities Inc.20,545$525K0.0%+18.0%0.241%
11/17/2025 Triumph Capital Management96,738$2.47M0.6%+170.3%1.137%
10/29/2025 Arkadios Wealth Advisors17,982$459K0.0%N/A0.219%
10/23/2025 Kingswood Wealth Advisors LLC12,168$311K0.0%N/A0.150%
10/23/2025 Strategic Blueprint LLC56,500$1.44M0.1%-12.7%0.696%
10/22/2025 CoreCap Advisors LLC191,668$4.89M0.2%+14.8%2.360%
8/13/2025 Virtue Capital Management LLC18,350$464K0.1%+44.8%0.295%
7/30/2025 Strategic Blueprint LLC64,704$1.64M0.1%-28.3%1.064%
7/17/2025 Janney Montgomery Scott LLC11,919$301K0.0%+18.9%0.205%
5/15/2025OLD Mission Capital LLC11,056$265K0.0%N/A0.224%
4/29/2025Bank of New York Mellon Corp24,000$575K0.0%-6.0%0.504%
4/29/2025Strategic Blueprint LLC90,253$2.16M0.1%+228.8%1.896%
4/28/2025Rossby Financial LCC18,600$442K0.2%+37.8%0.391%
4/24/2025Sunbelt Securities Inc.18,566$445K0.0%+6.6%0.390%
4/17/2025Janney Montgomery Scott LLC10,022$240K0.0%N/A0.211%
2/18/2025Sunbelt Securities Inc.17,411$444K0.0%+9.7%0.000%
2/13/2025Rossby Financial LCC13,500$341K0.2%N/A0.000%
2/4/2025Bank of New York Mellon Corp25,522$645K0.0%N/A0.000%
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1/23/2025Strategic Blueprint LLC27,446$694K0.0%N/A0.000%
12/26/2024JPMorgan Chase & Co.1,393$35K0.0%N/A0.000%
11/18/2024Sunbelt Securities Inc.15,877$402K0.0%N/A0.000%


KHPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 22 institutional investors and hedge funds held shares of Kensington Hedged Premium Income ETF. The most heavily invested institutionals were CoreCap Advisors LLC ($6.12M), Guardian Wealth Advisors LLC NC ($4.76M), Triumph Capital Management ($2.79M), Wealthcare Advisory Partners LLC ($2.25M), Advisory Services Network LLC ($2.04M), Strategic Blueprint LLC ($2.01M), and Concurrent Investment Advisors LLC ($1.69M).Learn more on Kensington Hedged Premium Income ETF's institutional investors.

Of the 18 institutional investors that purchased Kensington Hedged Premium Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Blueprint LLC ($112.21K), Triumph Capital Management ($63.21K), Ameritas Advisory Services LLC ($48.25K), Arkadios Wealth Advisors ($31.70K), CoreCap Advisors LLC ($31.34K), Bank of New York Mellon Corp ($30.44K), and Sunbelt Securities Inc. ($30.04K).

Institutional investors have bought a total of 304,827 shares in the last 24 months. This purchase volume represents approximately $7.84M in transactions.

The following institutional investors have sold Kensington Hedged Premium Income ETF stock in the last 24 months: Balefire LLC ($12.90K), Concurrent Investment Advisors LLC ($11.09K), Strategic Blueprint LLC ($8.20K), World Equity Group Inc. ($5.09K), Fulcrum Equity Management ($2.92K), and CoreCap Advisors LLC ($416.00).

Institutional investors have sold a total of 40,614 shares in the last 24 months. This volume of shares sold represents approximately $1.05M in transactions.



Institutional ownership data for BATS:KHPI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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