KAT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.5% ·
share flow -5.4% ·
net new positions +9.5%
— 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 | 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 | 2.50M | -5.7% | $134.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.05M | -7.2% | $56.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 175.94K | -4.4% | $9.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Quantinno Capital Management LP | 83.11K | New | $4.45M | 0.0% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 78.59K | +26.1% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Corient Private Wealth LP | 52.52K | -54.1% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 51.35K | +76.0% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 45.91K | -4.5% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 45.91K | -4.5% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 22.44K | -10.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 22.44K | -10.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 18.46K | -0.5% | $989,477 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 15.98K | New | $863,701 | 0.0% | New | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 15.68K | +5.9% | $840,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 4.86K | -91.1% | $260,256 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 2.00K | -43.6% | $107,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 1.31K | New | $70,209 | 0.0% | New | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 1.27K | 0.0% | $68,012 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 630 | +0.8% | $33,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 201 | 0.0% | $10,637 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Assetmark, Inc | 161 | 0.0% | $8,629 | 0.0% | Held | 2 | SEC ↗ |
| 22 | UBS Group AG | 156 | -52.4% | $8,361 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 3 | -98.7% | $161 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Quantinno Capital Management… | $4.45M | 0.0% |
| Wealth Enhancement Advisory… | $863,701 | 0.0% |
| Fifth Third Bancorp | $70,209 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $740,697 | was 0.0% |
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.