Public ownership evidence

Kensington Hedged Premium Income ETF (KHPI) Ownership Disclosures

Read KHPI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Kensington Hedged Premium Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Coastal Bridge Advisors, LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
8,750
Value (USD)
$225,925
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001020
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read KHPI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read KHPI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Coastal Bridge Advisors, LLC2026-06-302026-08-188,750$225,925None
Equitable Holdings, Inc.2026-06-302026-08-1894,844$2,448,863None
Ameritas Advisory Services, LLC2026-06-302026-08-1560,480$1,561,606None
WCG Wealth Advisors LLC2026-06-302026-08-1549,009$1,265,413None
IFG Advisory, LLC2026-06-302026-08-1543,127$1,113,530None
JANE STREET GROUP, LLC2026-06-302026-08-1554,470$1,406,415None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1552,844$1,364,432None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-15184,467$4,762,938None
Ausdal Financial Partners, Inc.2026-06-302026-08-158,154$210,531None
Ausdal Financial Partners, Inc.2026-06-302026-08-1551$1,317None
IHT Wealth Management, LLC2026-06-302026-08-1544,580$1,151,061None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1577,013$1,988,476None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,726$70,385None
Sanctuary Advisors, LLC2026-06-302026-08-14230,747$5,957,887None
Delta Investment Management, LLC2026-06-302026-08-14267,264$6,900,751None
CreativeOne Wealth, LLC2026-06-302026-08-1425,105$648,200None
HFG Wealth Management, LLC2026-06-302026-08-14153,698$3,968,486None
MORGAN STANLEY2026-06-302026-08-144,987$128,764None
Smartleaf Asset Management LLC2026-06-302026-08-13249$6,467None
Legacy Capital Wealth Partners, LLC2026-06-302026-08-1314,935$385,622None
Cetera Investment Advisers2026-06-302026-08-1316,859$435,292None
Advisory Services Network, LLC2026-06-302026-08-131,193$30,803None
Advisory Services Network, LLC2026-06-302026-08-1381,779$2,111,525None
Aptus Capital Advisors, LLC2026-06-302026-08-13184,467$4,762,938None
Intrepid Financial Planning Group LLC2026-06-302026-08-1359,446$1,534,887None
NewEdge Advisors, LLC2026-06-302026-08-1330,903$797,915None
Summit Financial, LLC2026-06-302026-08-1372,985$1,898,423None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,336$34,504None
Arete Wealth Advisors, LLC2025-12-312026-08-12153,837$3,947,457None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12344$8,882None
Diversify Advisory Services, LLC2026-06-302026-08-1129,137$755,512None
Arkadios Wealth Advisors2026-06-302026-08-1141,932$1,082,673None
Arkadios Wealth Advisors2026-06-302026-08-1110,013$258,529None
Sigma Planning Corp2026-06-302026-08-08225,831$5,830,967None
LPL Financial LLC2026-06-302026-08-083,863,440$99,754,017None
Joseph P. Lucia & Associates, LLC2026-06-302026-08-0834,135$886,548None
Bank of New York Mellon Corp2026-06-302026-08-072$46None
Bank of New York Mellon Corp2026-06-302026-08-0738,836$1,002,748None
Clearstead Advisors, LLC2026-06-302026-08-0715,289$394,762None
Janney Montgomery Scott LLC2026-06-302026-08-0624,047$621,000None
Virtue Capital Management, LLC2026-06-302026-08-0631,851$822,393None
Rossby Financial, LCC2026-06-302026-08-0518,600$480,252None
MONEY CONCEPTS CAPITAL CORP2026-06-302026-08-0587,002$2,246,386None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04125,091$3,229,840None
Fortis Capital Advisors, LLC2026-06-302026-08-018,400$216,888None
Belpointe Asset Management LLC2026-06-302026-08-018,400$216,888None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-3129,137$755,512None
GeoWealth Management, LLC2026-06-302026-07-3112,666$327,042None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-31189,389$4,890,000None
ASSETMARK, INC2026-06-302026-07-311$26None

90-day public filing window, up to 50 source positions.

Coastal Bridge Advisors, LLC ↗Equitable Holdings, Inc. ↗Ameritas Advisory Services, LLC ↗WCG Wealth Advisors LLC ↗IFG Advisory, LLC ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗GUARDIAN WEALTH ADVISORS, LLC / NC ↗Ausdal Financial Partners, Inc. ↗Ausdal Financial Partners, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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