KIO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.4% ·
share flow +6.3% ·
net new positions +6.9%
— 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 | 25 | -4 | 5.52M | $62.17M | +1 | −5 |
| Q1 2026 | 30 | +1 | 5.49M | $60.04M | +3 | −2 |
| Q4 2025 | 29 | +2 | 4.91M | $56.89M | +2 | — |
| Q3 2025 | 2 | — | 1.71M | $21.58M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.98M | +15.4% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.98M | +15.4% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.98M | +15.4% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.98M | +15.4% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.98M | +15.4% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.98M | +15.4% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.98M | +15.4% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 620.37K | — | $7.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 620.37K | — | $7.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 571.10K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 571.10K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 314.70K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Balyasny Asset Management L.P. | 303.00K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 121.10K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 121.10K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 118.91K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 118.91K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | LPL Financial LLC | 118.57K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Invesco Ltd. | 118.55K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 109.78K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 109.78K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 91.84K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 90.24K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 63.67K | — | $737,901 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 61.68K | — | $714,896 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 61.68K | — | $714,896 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 48.41K | — | $561,037 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 42.95K | — | $500,339 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 35.49K | — | $411,313 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 35.49K | — | $411,313 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 18.10K | — | $209,816 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 17.71K | — | $205,234 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Hrt Financial Lp | 16.79K | — | $194,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 14.70K | New | $170,408 | 0.0% | New | 1 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 13.65K | New | $158,256 | 0.0% | New | 1 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 12.74K | — | $147,680 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 5.08K | — | $58,831 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 5.08K | — | $58,831 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 2.20K | — | $25,475 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 673 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 230 | -50.0% | $2,666 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 62 | — | $719 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Citigroup Inc | 1 | — | $12 | 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 | $170,408 | 0.0% |
| BlackRock | $158,256 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 10.38M shares, $93.19M 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.