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Security record · archived quarter

KIO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
29Tracked holders
+2Δ holders
4.91MShares held
$56.89MReported value
+2New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
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.

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: Q4 2025 · Methodology · Get this via the API