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Security record · archived quarter

KORP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024 Q3 2024
17Tracked holders
-1Δ holders
7.30MShares held
$344.76MReported value
+0New positions
−1Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.6% · share flow -2.9% · net new positions -5.9%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 23 0 11.46M $536.86M +2 −2
Q1 2026 23 +6 9.61M $448.06M +6
Q4 2025 17 -1 7.30M $344.76M −1
Q3 2025 2 1.33M $63.38M
Q4 2024 1 0 117.68K $5.41M
Q3 2024 1 +1 58.59K $2.83M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 1.92M $90.74M 0.0% n/c 1 SEC ↗
2 American Century Companies Inc 1.19M $56.02M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 1.11M -2.3% $52.52M 0.0% ▼ Trim 2 SEC ↗
4 Pnc Financial Services Group, Inc. 790.06K $37.33M 0.0% n/c 1 SEC ↗
5 LPL Financial LLC 643.82K $30.42M 0.0% n/c 1 SEC ↗
6 Royal Bank Of Canada 368.01K $17.39M 0.0% n/c 1 SEC ↗
7 Royal Bank Of Canada 368.01K $17.39M 0.0% n/c 1 SEC ↗
8 Wells Fargo & Company/Mn 328.07K $15.50M 0.0% n/c 1 SEC ↗
9 Wells Fargo & Company/Mn 328.07K $15.50M 0.0% n/c 1 SEC ↗
10 Raymond James Financial Inc 199.60K $9.43M 0.0% n/c 1 SEC ↗
11 Raymond James Financial Inc 199.60K $9.43M 0.0% n/c 1 SEC ↗
12 Raymond James Financial Inc 199.60K $9.43M 0.0% n/c 1 SEC ↗
13 Ameriprise Financial Inc 190.37K $8.99M 0.0% n/c 1 SEC ↗
14 UBS Group AG 177.47K $8.39M 0.0% n/c 1 SEC ↗
15 Osaic Holdings, Inc. 139.08K $6.57M 0.0% n/c 1 SEC ↗
16 Osaic Holdings, Inc. 139.08K $6.57M 0.0% n/c 1 SEC ↗
17 Wealth Enhancement Advisory… 133.26K $6.31M 0.0% n/c 1 SEC ↗
18 Bank Of America Corp /De/ 46.40K $2.19M 0.0% n/c 1 SEC ↗
19 Bank Of America Corp /De/ 46.40K $2.19M 0.0% n/c 1 SEC ↗
20 Rockefeller Capital Management L.P. 25.99K $1.23M 0.0% n/c 1 SEC ↗
21 Jones Financial Companies Lllp 13.11K $619,589 0.0% n/c 1 SEC ↗
22 Susquehanna International Group, Llp 12.35K $583,538 0.0% n/c 1 SEC ↗
23 Mariner, LLC 11.02K $520,632 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

No new tracked buyers this quarter.

Exited

JPMorgan Chase $9.24M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 14.24M shares, $662.50M 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