Who owns KAMO
Which tracked institutional funds hold KAMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KAMO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
5 tracked funds added or opened KAMO while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
KAMO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes KAMO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KAMO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 24 tracked filers holding KAMO, 14 increased or opened the position and 16 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in KAMO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- LPL Financial LLC$23M
- Global Assets Advisory, LLC$1M
Full exits 2
- Sunbelt Securities, Inc.$2M
- GOLDMAN SACHS GROUP INC$1M
Largest adds
- ASSETMARK, INC$2M
- CoreCap Advisors, LLC$382K
- Atria Investments, Inc$271K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$343K
- Concurrent Investment Advisors, LLC$295K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC new | 927,968 | $23M | 29.7% | 2026-Q2 |
| ASSETMARK, INC added | 725,203 | $18M | 23.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 338,782 | $8M | 10.8% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 274,361 | $7M | 8.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 148,800 | $4M | 4.8% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 81,373 | $2M | 2.6% | 2026-Q2 |
| Atria Investments, Inc added | 79,891 | $2M | 2.6% | 2026-Q2 |
| IFP Advisors, Inc added | 48,957 | $1M | 1.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 47,180 | $1M | 1.5% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 42,931 | $1M | 1.4% | 2026-Q2 |
| Global Assets Advisory, LLC new | 40,928 | $1M | 1.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 38,373 | $946K | 1.2% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 28,358 | $699K | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 25,038 | $617K | 0.8% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 24,976 | $615K | 0.8% | 2026-Q2 |
| Fulcrum Equity Management trimmed | 22,073 | $544K | 0.7% | 2026-Q2 |
| Balefire, LLC trimmed | 18,280 | $450K | 0.6% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 15,428 | $380K | 0.5% | 2026-Q2 |
| United Advisor Group, LLC new | 9,401 | $233K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 756 | $19K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC new | 686 | $17K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 329 | $8K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 248 | $6K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 76 | $2K | 0.0% | 2026-Q2 |
| Sunbelt Securities, Inc. added | 80,096 | $2M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 52,918 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 18,891 | $466K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Fiscal Wisdom Wealth Management, LLC trimmed | 8,511 | $210K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 3,860 | $95K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 227 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TFB Advisors LLC new | 12,317 | $308K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Sowell Financial Services LLC new | 8,209 | $205K | 0.3% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.