Security record · archived quarter
KBWY
name pending profile ingest
24Tracked holders
+1Δ holders
2.12MShares held
$32.36MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow -4.8% ·
net new positions +4.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 719.54K | -0.5% | $10.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 719.54K | -0.5% | $10.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 668.77K | -0.3% | $10.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 168.15K | 0.0% | $2.57M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 83.09K | +4.8% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 82.24K | +19.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 82.24K | +19.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 82.24K | +19.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 62.48K | -4.2% | $954,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 57.47K | +54.3% | $878,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 54.60K | -21.6% | $834,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 54.60K | -21.6% | $834,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 45.19K | New | $690,457 | 0.0% | New | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 35.32K | +45.0% | $528,772 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 29.40K | +96.8% | $449,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 29.40K | +96.8% | $449,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 25.37K | +57.4% | $387,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 23.73K | -1.1% | $362,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 23.73K | -1.1% | $362,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 19.81K | -62.5% | $302,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 12.60K | -87.6% | $192,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 7.33K | -9.8% | $111,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 7.33K | -9.8% | $111,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 5.93K | 0.0% | $90,549 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 5.20K | +45.8% | $79,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 5.20K | +45.8% | $79,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 5.12K | New | $78,218 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 5.03K | +1018.7% | $76,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.96K | 0.0% | $29,872 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 49 | +53.1% | $749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 1 | New | $15 | 0.0% | New | 1 | SEC ↗ |
| 32 | Citigroup Inc | 1 | 0.0% | $15 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $690,457 | 0.0% |
| Fifth Third Bancorp | $78,218 | 0.0% |
| Russell Investments Group… | $15 | 0.0% |
Exited
| Susquehanna International… | $824,785 | was 0.0% |
| Marshall Wace | $556,497 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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