KAT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow -1.3% ·
net new positions +5.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -2 | 3.78M | $204.62M | — | −2 |
| Q1 2026 | 21 | +2 | 4.12M | $220.99M | +3 | −1 |
| Q4 2025 | 19 | +1 | 4.36M | $239.62M | +1 | — |
| Q3 2025 | 3 | +1 | 1.25M | $70.32M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.65M | — | $146.01M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.13M | -9.4% | $62.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 184.02K | — | $10.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 114.34K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 114.34K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 62.34K | New | $3.43M | 0.0% | New | 1 | SEC ↗ |
| 7 | Mariner, LLC | 54.72K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 48.08K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 48.08K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 29.18K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 25.17K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 18.56K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 14.81K | — | $814,618 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 13.47K | — | $740,697 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 3.55K | — | $195,034 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 1.27K | — | $69,796 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 625 | — | $34,388 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 328 | — | $18,040 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 234 | 0.0% | $12,870 | 0.0% | Held | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 201 | -50.0% | $11,055 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 161 | — | $8,855 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $3.43M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 9.37M shares, $493.00M 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.