KBWY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow +9.8% ·
net new positions +13.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 2.27M | $42.19M | +4 | −1 |
| Q1 2026 | 24 | +1 | 2.12M | $32.36M | +3 | −2 |
| Q4 2025 | 23 | +3 | 2.23M | $34.35M | +4 | −1 |
| Q3 2025 | 2 | -2 | 766.94K | $12.23M | +1 | −3 |
| Q2 2025 | 3 | -1 | 74.67K | $1.17M | +1 | −2 |
| Q1 2025 | 3 | +1 | 136.15K | $2.27M | +1 | — |
| Q4 2024 | 2 | -1 | 111.74K | $2.00M | +1 | −2 |
| Q3 2024 | 3 | +2 | 70.49K | $1.49M | +2 | — |
| Q2 2024 | 1 | — | 44.27K | $789,423 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 723.17K | -1.5% | $11.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 723.17K | -1.5% | $11.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 670.63K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 168.15K | New | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 101.56K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 79.30K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 69.61K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 69.61K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 69.61K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 69.14K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 69.14K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 65.23K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 53.45K | — | $824,785 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 52.84K | — | $815,494 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 37.24K | New | $574,703 | 0.0% | New | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 36.07K | New | $556,497 | 0.0% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 36.07K | New | $556,497 | 0.0% | New | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 24.36K | — | $375,946 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 23.99K | — | $370,252 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 23.99K | — | $370,252 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 16.11K | — | $248,662 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 14.94K | — | $230,513 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 14.94K | — | $230,513 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 8.12K | — | $125,262 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 8.12K | — | $125,262 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 5.93K | — | $91,452 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 3.56K | — | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 3.56K | — | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.96K | — | $30,170 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 450 | New | $6,945 | 0.0% | New | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 32 | — | $494 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 1 | — | $15 | 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
| Two Sigma Investments | $2.59M | 0.0% |
| D. E. Shaw & Co. | $574,703 | 0.0% |
| Marshall Wace | $556,497 | 0.0% |
| Marshall Wace | $556,497 | 0.0% |
| Fidelity (FMR) | $6,945 | 0.0% |
Exited
| Citadel Advisors | $527,786 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 56 holders, 2.98M shares, $45.41M 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.