Security record · archived quarter
KVLE
name pending profile ingest
4Tracked holders
0Δ holders
961.33KShares held
$23.92MReported value
+1New positions
−1Exits
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 | LPL Financial LLC | 957.02K | +44.7% | $23.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cwm, Llc | 2.39K | 0.0% | $59,488 | 0.0% | Held | 2 | SEC ↗ |
| 3 | UBS Group AG | 1.92K | +1070.1% | $47,745 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1 | New | $31 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $31 | 0.0% |
Exited
| Osaic Holdings, Inc. | $46 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 12 holders, 1.24M shares, $30.71M 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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