Security record · archived quarter
KRSP-UN
name pending profile ingest
15Tracked holders
0Δ holders
4.83MShares held
$50.29MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -14.2% · 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 | Clearbridge Investments, LLC | 3.23M | -3.4% | $33.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 731.04K | +19.6% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Toronto Dominion Bank | 354.19K | +35.0% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LMR Partners LLP | 300.00K | 0.0% | $3.18M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Millennium Management ✦ | 118.35K | -84.8% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 40.04K | -4.8% | $424,382 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 22.44K | -2.9% | $237,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 11.78K | -7.4% | $124,898 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 11.24K | +1.3% | $119,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 4.69K | +2165.2% | $49,703 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Citigroup Inc | 1.87K | +167.1% | $19,822 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 1.15K | New | $12,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | UBS Group AG | 851 | +1098.6% | $9,021 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 466 | New | $4,939 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 85 | 0.0% | $901 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Royal Bank Of Canada | $12,000 | 0.0% |
| Osaic Holdings, Inc. | $4,939 | 0.0% |
Exited
| Marshall Wace | $2.46M | was 0.0% |
| Parallax Volatility Advisers… | $105,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 14.49M shares, $152.56M 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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