KBA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +7.6% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 1.02M | $34.98M | +3 | −2 |
| Q1 2026 | 19 | -1 | 945.02K | $28.60M | +2 | −3 |
| Q4 2025 | 20 | -1 | 1.03M | $31.93M | — | −1 |
| Q3 2025 | 5 | +2 | 614.74K | $18.49M | +2 | — |
| Q2 2025 | 1 | -2 | 85.42K | $2.07M | — | −2 |
| Q1 2025 | 2 | 0 | 17.09K | $403,548 | — | — |
| Q4 2024 | 2 | +2 | 98.84K | $2.32M | +2 | — |
| Q2 2024 | 2 | — | 40.10K | $872,977 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 300.62K | +7.1% | $10.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 300.62K | +7.1% | $10.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Royal Bank Of Canada | 102.29K | +19.8% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 102.29K | +19.8% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 102.29K | +19.8% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 97.17K | +3.0% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 97.17K | +3.0% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 96.62K | +9.7% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 82.68K | +20.1% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 58.02K | +0.8% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 58.02K | +0.8% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 40.96K | 0.0% | $1.41M | 0.0% | Held | 5 | SEC ↗ |
| 13 | Raymond James Financial Inc | 39.72K | +339.2% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 39.72K | +339.2% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 39.00K | +7.2% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 33.34K | 0.0% | $1.15M | 0.0% | Held | 4 | SEC ↗ |
| 17 | UBS Group AG | 30.53K | -31.4% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 30.50K | +46.4% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 30.50K | +46.4% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 19.75K | New | $679,529 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 16.34K | +2988.8% | $562,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | LPL Financial LLC | 11.68K | +46.0% | $401,827 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Corient Private Wealth LP | 8.60K | New | $295,926 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 4.36K | +0.1% | $150,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 2.01K | +106.9% | $68,991 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 1.40K | New | $42,790 | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 1.13K | -69.1% | $38,883 | 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
| Citadel Advisors | $679,529 | 0.0% |
| Corient Private Wealth LP | $295,926 | 0.0% |
| Bank Of Montreal /Can/ | $42,790 | 0.0% |
Exited
| Susquehanna International… | $1.59M | was 0.0% |
| D. E. Shaw & Co. | $462,857 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 1.15M shares, $34.53M 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.