KMLM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 304.20K | +18.5% | $8.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 270.16K | +64.7% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 91.20K | +0.8% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 72.92K | +5.5% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 59.75K | New | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 52.88K | +37.1% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cibc World Market Inc. | 34.22K | New | $941,597 | 0.0% | New | 1 | SEC ↗ |
| 8 | Creative Planning | 15.45K | New | $425,267 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 9.76K | New | $268,619 | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 3.71K | +826.2% | $101,961 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 2.14K | -7.8% | $58,851 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Qube Research & Technologies Ltd | 1.64K | New | $44,995 | 0.0% | New | 1 | SEC ↗ |
| 13 | Simplex Trading, Llc | 636 | New | $17,502 | 0.0% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 624 | +2300.0% | $17,173 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Fifth Third Bancorp | 408 | 0.0% | $11,228 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 48 | +700.0% | $1,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 12 | New | $328 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1 | 0.0% | $52 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $1.64M | 0.0% |
| Cibc World Market Inc. | $941,597 | 0.0% |
| Creative Planning | $425,267 | 0.0% |
| Cetera Investment Advisers | $268,619 | 0.0% |
| Qube Research & Technologies… | $44,995 | 0.0% |
| Simplex Trading, Llc | $17,502 | 0.0% |
| JPMorgan Chase | $328 | 0.0% |
Exited
| Susquehanna International… | $1.07M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 3.58M shares, $99.72M 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.