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KAMO · Kensington Credit Opportunities ETF · Holdings ETF

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$23.91 +0.02 (+0.08%) At close · Oct 2
Volume · Oct 2 24.63K Avg daily vol (3M) 23.28K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 24
Total Value: $72,451,344
Total Shares: 2,940,396

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 24 13F filers · Δ vs Mar 31, 2026
Top Holder
31.6%
Dec 2025 → Jun 2026 · range 31.1% – 36.3%
+0.4 pts
Top 5
82.1%
Dec 2025 → Jun 2026 · range 72.8% – 82.1%
+9.3 pts
Top 10
92.3%
Dec 2025 → Jun 2026 · range 87.9% – 92.3%
+4.5 pts
HHI
1,880
Dec 2025 → Jun 2026 · range 1,555 – 2,107
Moderately concentrated+324

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
8
Decreased
10
Sold Out
6
Unchanged
0
Holder count: 0
Institutional value: +44.0%
Shares held: +44.2%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
ASSETMARK, INC +90,608 725,203
CoreCap Advisors, LLC +15,999 338,782
Atria Investments, Inc +11,104 79,891
JANE STREET GROUP, LLC +3,266 25,038
IFP Advisors, Inc +2,800 48,957

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
ENVESTNET ASSET MANAGEMENT INC −13,655 148,800
Concurrent Investment Advisors, LLC −11,871 47,180
HERITAGE OAK WEALTH ADVISORS LLC −8,643 274,361
Strategic Blueprint, LLC −1,922 28,358
Fulcrum Equity Management −1,296 22,073

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
LPL Financial LLC 927,968 $22,865,131
Global Assets Advisory, LLC 40,928 $1,008,465
United Advisor Group, LLC 9,401 $231,640
Continuum Advisory, LLC 686 $16,903
OSAIC HOLDINGS, INC. 248 $6,110

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Sunbelt Securities, Inc. 80,096 $1,976,689
GOLDMAN SACHS GROUP INC 52,918 $1,305,963
CITADEL ADVISORS LLC 18,891 $466,210
Fiscal Wisdom Wealth Management, LLC 8,511 $210,042
CWM, LLC 3,860 $95,260
Filter: New 6 Increased 8 Reduced 10 Sold out 6 Unchanged 0
Showing 24 of 24
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LPL Financial LLC $22,865,131 31.56% 927,968
ASSETMARK, INC $17,869,001 24.66% 725,203
CoreCap Advisors, LLC $8,347,588 11.52% 338,782
HERITAGE OAK WEALTH ADVISORS LLC $6,760,255 9.33% 274,361
ENVESTNET ASSET MANAGEMENT INC $3,666,432 5.06% 148,800
LEUTHOLD GROUP, LLC $2,005,030 2.77% 81,373
Atria Investments, Inc $1,968,514 2.72% 79,891
IFP Advisors, Inc $1,206,300 1.66% 48,957
Concurrent Investment Advisors, LLC $1,162,514 1.60% 47,180
Arkadios Wealth Advisors $1,057,819 1.46% 42,931
Global Assets Advisory, LLC $1,008,465 1.39% 40,928
MGO ONE SEVEN LLC $945,510 1.31% 38,373
Strategic Blueprint, LLC $698,741 0.96% 28,358
JANE STREET GROUP, LLC $616,936 0.85% 25,038
Legacy Wealth Partners, LLC $615,408 0.85% 24,976
Fulcrum Equity Management $543,878 0.75% 22,073
Balefire, LLC $450,419 0.62% 18,280
RFG Advisory, LLC $380,145 0.52% 15,428
United Advisor Group, LLC $231,640 0.32% 9,401
UBS Group AG $18,627 0.03% 756
Continuum Advisory, LLC $16,903 0.02% 686
Rossby Financial, LCC $8,106 0.01% 329
OSAIC HOLDINGS, INC. $6,110 0.01% 248
Farther Finance Advisors, LLC $1,872 0.00% 76