KAMO Institutional Ownership & Shareholders
KENSINGTON CREDIT OPPORT ETF (KAMO) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $73.32M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of KAMO tracked by InsiderSet, reporting ownership valued at approximately $22.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.23M, representing an estimated loss of -2.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed KAMO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Assetmark, Inc, Corecap Advisors, Llc, and several other long-term asset managers with concentrated positions in KENSINGTON CREDIT OPPORT ETF (KAMO).
This page ranks the largest institutional KAMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$73.32M
Largest Holder
Lpl Financial Llc
Largest Position
$22.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 927,968 | $22,865,132 | $22,225,390 | -$639,742 | -2.80% | |
| Assetmark, Inc | 0.03% | 683,485 | $16,324,561 | $16,369,876 | +$45,315 | +0.28% | |
| Corecap Advisors, Llc | 0.26% | 378,121 | $9,031,156 | $9,056,225 | +$25,069 | +0.28% | |
| Heritage Oak Wealth Advisors Llc | 2.01% | 274,844 | $6,564,457 | $6,582,679 | +$18,222 | +0.28% | |
| Envestnet Asset Management Inc | 0.00% | 148,800 | $3,666,424 | $3,563,849 | -$102,575 | -2.80% | |
| Leuthold Group, Llc | 0.20% | 81,373 | $2,005,031 | $1,948,932 | -$56,099 | -2.80% | |
| Sunbelt Securities, Inc. | 0.12% | 80,096 | $1,976,681 | $1,918,347 | -$58,334 | -2.95% | |
| Atria Investments, Inc | 0.02% | 82,334 | $1,966,490 | $1,971,949 | +$5,459 | +0.28% | |
| Bison Wealth, Llc | 0.14% | 71,280 | $1,708,952 | $1,707,199 | -$1,753 | -0.10% | |
| Ifp Advisors, Inc | 0.02% | 48,996 | $1,170,235 | $1,173,484 | +$3,249 | +0.28% | |
| Arkadios Wealth Advisors | 0.02% | 42,931 | $1,057,820 | $1,028,223 | -$29,597 | -2.80% | |
| Mgo One Seven Llc | 0.02% | 40,992 | $979,065 | $981,783 | +$2,718 | +0.28% | |
| Legacy Wealth Partners, Llc | 0.15% | 29,215 | $697,780 | $699,717 | +$1,937 | +0.28% | |
| Jane Street Group, Llc | 0.00% | 25,038 | $616,936 | $599,675 | -$17,261 | -2.80% | |
| Strategic Blueprint, Llc | 0.03% | 24,448 | $583,923 | $585,544 | +$1,621 | +0.28% | |
| Fulcrum Equity Management | 0.41% | 21,135 | $504,786 | $506,196 | +$1,410 | +0.28% | |
| Concurrent Investment Advisors, Llc | 0.00% | 18,238 | $435,601 | $436,811 | +$1,210 | +0.28% | |
| Balefire, Llc | 0.06% | 17,128 | $409,097 | $410,226 | +$1,129 | +0.28% | |
| Rfg Advisory, Llc | 0.01% | 15,428 | $380,142 | $369,510 | -$10,632 | -2.80% | |
| United Advisor Group, Llc | 0.02% | 9,401 | $233,158 | $225,160 | -$7,998 | -3.43% | |
| Cwm, Llc | 0.00% | 3,860 | $95,261 | $92,449 | -$2,812 | -2.95% | |
| Ubs Group Ag | 0.00% | 756 | $18,628 | $18,107 | -$521 | -2.80% | |
| Continuum Advisory, Llc | 0.00% | 686 | $16,903 | $16,430 | -$473 | -2.80% | |
| Rossby Financial, Lcc | 0.00% | 329 | $8,107 | $7,880 | -$227 | -2.80% | |
| Osaic Holdings, Inc. | 0.00% | 248 | $6,109 | $5,940 | -$169 | -2.77% |
Frequently asked questions about KAMO
Who are the largest institutional holders of KAMO?
The largest institutional holders of KAMO reported in the latest SEC Form 13F filings include Lpl Financial Llc, Assetmark, Inc, Corecap Advisors, Llc, Heritage Oak Wealth Advisors Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported KAMO position.
What is KAMO institutional ownership?
This page tracks KAMO positions reported by institutional investment managers through SEC Form 13F. KENSINGTON CREDIT OPPORT ETF (KAMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KAMO?
InsiderSet currently tracks 25 institutional managers reporting KAMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KAMO shareholders.
How much KAMO stock do institutions own?
Institutional investment managers disclosed approximately $73.32M in KAMO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KAMO institutional ownership last updated?
The latest KAMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KAMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KAMO position after the reporting date.
Are institutions buying or selling KAMO?
Institutional buying and selling can be analyzed by comparing KAMO positions across consecutive 13F reporting periods. InsiderSet's KAMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KAMO ownership changes.
How has KAMO institutional ownership changed over time?
InsiderSet tracks KAMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.