KHPI · Insider trading · 13F holders · Congress trades
Managed Portfolio Ser (KHPI)
Who is buying and selling KHPI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
KHPI at a glance
- No open-market insider purchases or sales of KHPI were filed in the last 90 days.
- 9 13F filers hold KHPI among their 50 largest positions, worth $65.3M combined. The biggest bets by portfolio weight are Heritage Oak Wealth Advisors LLC (5.7%), HFG Wealth Management, LLC (4.0%) and Bison Wealth, LLC (1.9%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in KHPI.
KHPI insider trading
No open-market insider purchases or sales of KHPI were filed in the last 90 days.
Who owns KHPI? Hedge funds and superinvestors
9 13F filers hold KHPI among their 50 largest positions, worth $65.3M combined. The biggest bets by portfolio weight are Heritage Oak Wealth Advisors LLC (5.7%), HFG Wealth Management, LLC (4.0%) and Bison Wealth, LLC (1.9%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bison Wealth, LLCWealth manager | 1.9% | $23.1M | 886,488 | +25.0% shares | Q3 2026 |
| Heritage Oak Wealth Advisors LLCWealth manager | 5.7% | $18.5M | 712,028 | -0.5% shares | Q3 2026 |
| Delta Investment Management, LLCWealth manager | 1.1% | $6.9M | 267,264 | +8.9% shares | Q2 2026 |
| United Advisor Group, LLCWealth manager | 0.6% | $5.9M | 226,741 | -3.2% shares | Q2 2026 |
| HFG Wealth Management, LLCWealth manager | 4.0% | $4.0M | 153,698 | +0.0% shares | Q3 2026 |
| Triumph Capital ManagementWealth manager | 0.5% | $2.9M | 110,879 | +2.7% shares | Q3 2026 |
| Intrepid Financial Planning Group LLCWealth manager | 0.5% | $1.5M | 59,446 | -1.2% shares | Q2 2026 |
| Ascension Capital Advisors, Inc.Wealth manager | 0.4% | $1.5M | 57,629 | +2.3% shares | Q2 2026 |
| CPR Investments Inc.Wealth manager | 0.8% | $1.1M | 42,422 | +3.1% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 4). Screen KHPI in the grand portfolio →
KHPI stock trades by members of Congress
No member of Congress has disclosed a trade in KHPI.
KHPI questions and answers
Are insiders buying KHPI stock?
No open-market insider purchases or sales of KHPI were filed in the last 90 days.
Which hedge funds own KHPI?
9 13F filers hold KHPI among their 50 largest positions, worth $65.3M combined. The biggest bets by portfolio weight are Heritage Oak Wealth Advisors LLC (5.7%), HFG Wealth Management, LLC (4.0%) and Bison Wealth, LLC (1.9%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded KHPI?
No member of Congress has disclosed a trade in KHPI.
Who is the largest holder of KHPI?
Among 13F filers, Bison Wealth, LLC reports the largest KHPI position, $23.1M (886,488 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Heritage Oak Wealth Advisors LLC's: 5.7% of its portfolio.
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