Security record
KALV
name pending profile ingest
68Tracked holders
+5Δ holders
22.98MShares held
$461.49MReported value
+9New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +7.9% ·
share flow -0.8% ·
net new positions +7.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q1 2026 | 68 | +5 | 22.98M | $461.49M | +9 | −4 |
| Q4 2025 | 62 | +1 | 23.33M | $376.76M | +3 | −2 |
| Q3 2025 | 15 | -1 | 16.49M | $200.81M | — | −1 |
| Q2 2025 | 13 | 0 | 11.84M | $133.90M | +1 | −1 |
| Q1 2025 | 10 | 0 | 5.97M | $68.86M | +2 | −2 |
| Q4 2024 | 10 | -1 | 6.37M | $53.92M | — | −1 |
| Q3 2024 | 10 | 0 | 6.03M | $69.80M | +1 | −1 |
| Q2 2024 | 10 | — | 6.52M | $76.81M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.80M | +1.1% | $76.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Capital World Investors ✦ | 2.81M | 0.0% | $56.54M | 0.0% | Held | 8 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 2.14M | -6.4% | $43.02M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (passive) | 1.96M | +2.3% | $39.37M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Millennium Management ✦ | 1.91M | -34.0% | $38.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 1.83M | — | $36.85M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Geode Capital Management ✦ (passive) | 996.24K | +5.5% | $20.06M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 996.24K | +5.5% | $20.06M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 824.29K | -1.3% | $16.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 824.29K | -1.3% | $16.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 584.35K | -15.9% | $11.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 584.35K | -15.9% | $11.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 584.35K | -15.9% | $11.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 584.35K | -15.9% | $11.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 584.35K | -15.9% | $11.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 584.35K | -15.9% | $11.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 584.35K | -15.9% | $11.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 555.63K | +42.5% | $11.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 555.63K | +42.5% | $11.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 555.63K | +42.5% | $11.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Barclays Plc | 537.06K | -23.3% | $10.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Barclays Plc | 537.06K | -23.3% | $10.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | UBS Group AG | 515.65K | +38.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS Group AG | 515.65K | +38.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Schroder Investment Management Group | 506.74K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 439.10K | -37.3% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 439.10K | -37.3% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 439.10K | -37.3% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 439.10K | -37.3% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 439.10K | -37.3% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 439.10K | -37.3% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 439.10K | -37.3% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 363.69K | +3.3% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 363.69K | +3.3% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 363.69K | +3.3% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 363.69K | +3.3% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Northern Trust Corp | 363.69K | +3.3% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Charles Schwab Investment… | 323.45K | -0.3% | $6.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Hrt Financial Lp | 286.92K | -0.1% | $5.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Citigroup Inc | 244.26K | +2167.8% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Citigroup Inc | 244.26K | +2167.8% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 229.98K | +558.4% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 187.85K | +68.0% | $3.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 187.85K | +68.0% | $3.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 180.31K | New | $3.63M | 0.0% | New | 1 | SEC ↗ |
| 58 | Marshall Wace ✦ | 162.91K | New | $3.28M | 0.0% | New | 1 | SEC ↗ |
| 59 | Marshall Wace ✦ | 162.91K | New | $3.28M | 0.0% | New | 1 | SEC ↗ |
| 60 | Two Sigma Investments ✦ | 153.46K | New | $3.09M | 0.0% | New | 1 | SEC ↗ |
| 61 | Squarepoint Ops LLC | 143.97K | New | $2.90M | 0.0% | New | 1 | SEC ↗ |
| 62 | Raymond James Financial Inc | 140.65K | +8.6% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Raymond James Financial Inc | 140.65K | +8.6% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Raymond James Financial Inc | 140.65K | +8.6% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Wellington Management ✦ | 107.26K | -12.3% | $2.16M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Wellington Management ✦ | 107.26K | -12.3% | $2.16M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 67 | Wellington Management ✦ | 107.26K | -12.3% | $2.16M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 68 | Nuveen, LLC | 106.86K | -0.2% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Nuveen, LLC | 106.86K | -0.2% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Citadel Advisors ✦ | 97.73K | +158.8% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Invesco Ltd. | 75.28K | -3.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Invesco Ltd. | 75.28K | -3.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Invesco Ltd. | 75.28K | -3.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Invesco Ltd. | 75.28K | -3.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Invesco Ltd. | 75.28K | -3.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Creative Planning | 59.99K | +36.1% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 56.19K | -0.1% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 56.19K | -0.1% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Swiss National Bank | 54.90K | 0.0% | $1.11M | 0.0% | Held | 2 | SEC ↗ |
| 80 | Rhumbline Advisers | 47.47K | +0.2% | $955,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Susquehanna International Group, Llp | 46.76K | -35.0% | $941,279 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Man Group plc | 42.58K | +144.0% | $857,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 38.86K | +10.7% | $782,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Deutsche Bank Ag\ | 38.86K | +10.7% | $782,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 37.57K | +52.3% | $756,325 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 37.57K | +52.3% | $756,325 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 37.57K | +52.3% | $756,325 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 88 | AQR Capital Management ✦ | 37.57K | +52.3% | $756,325 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 89 | UBS AM, a distinct business unit of… | 34.74K | +25.3% | $699,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | UBS AM, a distinct business unit of… | 34.74K | +25.3% | $699,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Quantinno Capital Management LP | 32.45K | +11.3% | $653,279 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | T. Rowe Price ✦ | 29.37K | +27.0% | $592,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 93 | Alliancebernstein L.P. | 33.58K | -16.1% | $542,317 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Zurcher Kantonalbank (Zurich… | 24.30K | +36.0% | $489,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Wells Fargo & Company/Mn | 23.93K | -57.3% | $481,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Wells Fargo & Company/Mn | 23.93K | -57.3% | $481,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 22.00K | +1.8% | $435,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 22.00K | +1.8% | $435,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 22.03K | +13.2% | $404,398 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 22.03K | +13.2% | $404,398 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $3.63M | 0.0% |
| Marshall Wace | $3.28M | 0.0% |
| Marshall Wace | $3.28M | 0.0% |
| Two Sigma Investments | $3.09M | 0.0% |
| Squarepoint Ops LLC | $2.90M | 0.0% |
Exited
| Renaissance Technologies | $2.67M | was 0.0% |
| Jane Street Group, Llc | $510,469 | was 0.0% |
| Group One Trading Llc | $60,999 | was 0.0% |
| Daiwa Securities Group Inc. | $2,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 182 holders, 69.23M shares, $1.39B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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