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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.98M | +15.4% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 2 | UBS Group AG | 620.37K | n/a | $7.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 571.10K | n/a | $6.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 314.70K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Balyasny Asset Management L.P. | 303.00K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 121.10K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 118.91K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 118.57K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 118.55K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 109.78K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 91.84K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 90.24K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 63.67K | n/a | $737,901 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 61.68K | n/a | $714,896 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 48.41K | n/a | $561,037 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 42.95K | n/a | $500,339 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 35.49K | n/a | $411,313 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 18.10K | n/a | $209,816 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 17.71K | n/a | $205,234 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Hrt Financial Lp | 16.79K | n/a | $194,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 14.70K | New | $170,408 | 0.0% | New | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 13.65K | New | $158,256 | 0.0% | New | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 12.74K | n/a | $147,680 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 5.08K | n/a | $58,831 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Bnp Paribas Financial Markets | 2.20K | n/a | $25,475 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 673 | n/a | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 230 | -50.0% | $2,666 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 62 | n/a | $719 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 1 | n/a | $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.
Open-market purchases (P)
Officer, Director · President · 1.00K sh @ 10.15 · $10,150
Officer, Director · President · 1.00K sh @ 10.24 · $10,240
Officer, Director · President · 1.00K sh @ 10.20 · $10,200
Officer, Director · President · 1.00K sh @ 10.30 · $10,300
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology