Security record · archived quarter
KMLM
name pending profile ingest
13Tracked holders
0Δ holders
660.65KShares held
$18.63MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 256.61K | +21.8% | $7.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 164.07K | +64.5% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Captrust Financial Advisors | 90.47K | +6.3% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 69.14K | +3.4% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 38.58K | +119.8% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 37.97K | +95.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 2.32K | -19.5% | $65,382 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cwm, Llc | 655 | -22.0% | $18,471 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Fifth Third Bancorp | 408 | 0.0% | $11,506 | 0.0% | Held | 2 | SEC ↗ |
| 10 | UBS Group AG | 400 | New | $11,280 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 26 | New | $733 | 0.0% | New | 1 | SEC ↗ |
| 12 | Assetmark, Inc | 6 | New | $169 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1 | -50.0% | $54 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $11,280 | 0.0% |
| Wells Fargo & Company/Mn | $733 | 0.0% |
| Assetmark, Inc | $169 | 0.0% |
Exited
| Jane Street Group, Llc | $3.27M | was 0.0% |
| Simplex Trading, Llc | $25,560 | was 0.0% |
| National Bank Of Canada /Fi/ | $10,388 | 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.
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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