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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.65M | n/a | $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 | n/a | $10.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 114.34K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 62.34K | New | $3.43M | 0.0% | New | 1 | SEC ↗ |
| 6 | Mariner, LLC | 54.72K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 48.08K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 29.18K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 25.17K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 18.56K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 14.81K | n/a | $814,618 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 13.47K | n/a | $740,697 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 3.55K | n/a | $195,034 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 1.27K | n/a | $69,796 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 625 | n/a | $34,388 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 328 | n/a | $18,040 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 234 | 0.0% | $12,870 | 0.0% | Held | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 201 | -50.0% | $11,055 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 161 | n/a | $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.