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-Q1 13F filings (latest filed 2026-05-18). 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
3 tracked funds added or opened KAMO while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, ASSETMARK, INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 24 tracked filers holding KAMO, 14 increased or opened the position and 12 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 2025-Q4 and 2026-Q1 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 3
- CoreCap Advisors, LLC$8M
- LEUTHOLD GROUP, LLC$2M
- GOLDMAN SACHS GROUP INC$1M
Largest trims
- HERITAGE OAK WEALTH ADVISORS LLC$5M
- JANE STREET GROUP, LLC$2M
- ASSETMARK, INC$1M
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 |
|---|---|---|---|---|
| ASSETMARK, INC trimmed | 634,595 | $16M | 30.8% | 2026-Q1 |
| CoreCap Advisors, LLC new | 322,783 | $8M | 15.7% | 2026-Q1 |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 283,004 | $7M | 13.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 162,455 | $4M | 7.9% | 2026-Q1 |
| LEUTHOLD GROUP, LLC new | 81,551 | $2M | 4.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 80,096 | $2M | 3.9% | 2026-Q1 |
| Atria Investments, Inc added | 68,787 | $2M | 3.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 59,051 | $1M | 2.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 52,918 | $1M | 2.6% | 2026-Q1 |
| IFP Advisors, Inc added | 46,157 | $1M | 2.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 43,162 | $1M | 2.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 37,169 | $917K | 1.8% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 30,280 | $747K | 1.5% | 2026-Q1 |
| Fulcrum Equity Management trimmed | 23,369 | $577K | 1.1% | 2026-Q1 |
| Legacy Wealth Partners, LLC added | 22,844 | $564K | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 21,772 | $537K | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 18,891 | $466K | 0.9% | 2026-Q1 |
| Balefire, LLC trimmed | 18,843 | $465K | 0.9% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 16,178 | $399K | 0.8% | 2026-Q1 |
| Fiscal Wisdom Wealth Management, LLC trimmed | 8,511 | $210K | 0.4% | 2026-Q1 |
| CWM, LLC added | 3,860 | $95K | 0.2% | 2026-Q1 |
| UBS Group AG new | 1,873 | $46K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 227 | $6K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC added | 192 | $5K | 0.0% | 2026-Q1 |
| TFB Advisors LLC new | 12,317 | $308K | 0.6% | 2025-Q4 stale |
| Sowell Financial Services LLC new | 8,209 | $205K | 0.4% | 2025-Q4 stale |
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.