KHPI institutional holders

MANAGED PORTFOLIO SER · 13F, 2026Q2

Managers holding76
Shares held11,321,718
Reported value$292.6m
Quarter flows10 new, 33 added, 26 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC3,863,440$99.8m0.0%
Apollon Wealth Management, LLC841,405$21.7m0.3%
HERITAGE OAK WEALTH ADVISORS LLC715,635$18.6m5.5%
Bison Wealth, LLC709,283$18.4m1.7%
Kestra Advisory Services, LLC486,835$12.6m0.0%
Prospera Financial Services Inc446,845$11.5m0.2%
Delta Investment Management, LLC267,264$6.9m1.1%
CoreCap Advisors, LLC236,882$6.1m0.2%
Sanctuary Advisors, LLC230,747$6.0m0.0%
United Advisor Group, LLC226,741$5.9m0.6%
Sigma Planning Corp225,831$5.8m0.1%
Cambridge Investment Research Advisors, Inc.189,389$4.9m0.0%
Aptus Capital Advisors, LLC184,467$4.8m0.0%
GUARDIAN WEALTH ADVISORS, LLC / NC184,467$4.8m0.3%
Atria Investments, Inc173,741$4.5m0.0%
HFG Wealth Management, LLC153,698$4.0m4.0%
ENVESTNET ASSET MANAGEMENT INC125,091$3.2m0.0%
Cornerstone Wealth Management, LLC121,148$3.1m0.1%
Triumph Capital Management107,949$2.8m0.5%
Equitable Holdings, Inc.94,844$2.4m0.0%
Wealthcare Advisory Partners LLC87,026$2.2m0.0%
MONEY CONCEPTS CAPITAL CORP87,002$2.2m0.1%
Advisory Services Network, LLC82,972$2.1m0.0%
GOLDMAN SACHS GROUP INC77,013$2.0m0.0%
Summit Financial, LLC72,985$1.9m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("KHPI"). KHPI price history · All 13F data

Get a free API keySee history bundlesDownload free samples