KAPR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow -2.8% ·
net new positions +11.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +2 | 1.38M | $54.92M | +3 | −1 |
| Q1 2026 | 17 | +2 | 1.29M | $46.80M | +3 | −1 |
| Q4 2025 | 15 | -1 | 1.33M | $46.65M | — | −1 |
| Q3 2025 | 3 | -1 | 10.79K | $369,086 | — | −1 |
| Q2 2025 | 1 | -1 | 1.66K | $53,663 | — | −1 |
| Q1 2025 | 1 | +1 | 13.44K | $414,562 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 523.74K | +0.4% | $18.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 241.47K | -3.7% | $8.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 127.99K | -25.2% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 127.99K | -25.2% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 97.47K | +85.0% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 97.47K | +85.0% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Blair William & Co/Il | 92.77K | -1.5% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 69.31K | +4.5% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 34.86K | +8.6% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cwm, Llc | 25.33K | -27.4% | $918,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 18.79K | +2.9% | $681,174 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 17.11K | +4.6% | $620,201 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 16.38K | New | $593,848 | 0.0% | New | 1 | SEC ↗ |
| 14 | Focus Partners Wealth | 10.37K | 0.0% | $375,731 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 8.79K | New | $318,456 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 5.64K | -40.3% | $205,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 700 | New | $25,375 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 272 | 0.0% | $9,860 | 0.0% | Held | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 57 | 0.0% | $2,053 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $593,848 | 0.0% |
| Cerity Partners LLC | $318,456 | 0.0% |
| Assetmark, Inc | $25,375 | 0.0% |
Exited
| Susquehanna International… | $1.73M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 3.09M shares, $107.92M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.