Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns KAPR (KAPR)


Which tracked institutional funds hold KAPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KAPR company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

98
Institutional holders
3,094,885
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened KAPR while 12 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

KAPR’s largest tracked holder by dollar value, Cetera Investment Advisers, 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 KAPR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in KAPR 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 98 tracked filers holding KAPR, 26 increased or opened the position and 50 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 KAPR 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

  • Horizon Investments, LLC$2M
  • OLD MISSION CAPITAL LLC$837K
  • CITADEL ADVISORS LLC$594K

Full exits 6

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Janney Montgomery Scott LLC$954K
  • CORRADO ADVISORS, LLC$868K
  • Main Street Financial Solutions, LLC$835K
  • Maltin Wealth Management, Inc.$649K
  • Clear Point Advisors Inc.$543K

Largest adds

  • RAYMOND JAMES FINANCIAL INC$2M
  • Cetera Investment Advisers$654K
  • BFI Wealth Solutions, LLC$386K

Largest trims

  • OSAIC HOLDINGS, INC.$1M
  • NewEdge Advisors, LLC$489K
  • Concurrent Investment Advisors, LLC$444K
  • BCS Wealth Management$401K
  • CWM, LLC$308K
  • Berkshire Money Management, Inc.$262K

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).

FundSharesReported value% of valueQuarter
Cetera Investment Advisers added523,738$19M14.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed241,470$9M6.8%2026-Q1
Tradition Wealth Management, LLC trimmed133,484$5M3.7%2026-Q1
ODonnell Financial Services, LLC trimmed129,673$5M3.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed127,989$5M3.6%2026-Q1
BFI Wealth Solutions, LLC added118,475$4M3.3%2026-Q1
Kestra Advisory Services, LLC trimmed105,078$4M3.0%2026-Q1
RED CRANE WEALTH MANAGEMENT, LLC trimmed104,976$4M2.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added97,470$4M2.7%2026-Q1
BLAIR WILLIAM & CO/IL trimmed92,770$3M2.6%2026-Q1
Berkshire Money Management, Inc. trimmed90,130$3M2.5%2026-Q1
Onyx Bridge Wealth Group LLC trimmed84,540$3M2.4%2026-Q1
First Commonwealth Financial Corp /PA/ trimmed80,727$3M2.3%2026-Q1
LPL Financial LLC added69,315$3M1.9%2026-Q1
Horizon Investments, LLC new62,316$2M1.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed48,866$2M1.4%2026-Q1
Wood Tarver Financial Group, LLC trimmed41,814$2M1.2%2026-Q1
HighTower Advisors, LLC added34,860$1M1.0%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added31,508$1M0.9%2026-Q1
Diligent Investors, LLC trimmed29,217$1M0.8%2026-Q1
TopTier Wealth Management, LLC trimmed27,883$1M0.8%2026-Q1
Advisory Services Network, LLC27,468$996K0.8%2026-Q1
Compass Advisory Group LLC27,093$982K0.8%2026-Q1
Fragasso Financial Advisors Inc trimmed26,700$976K0.8%2026-Q1
CWM, LLC trimmed25,328$918K0.7%2026-Q1
DHJJ Financial Advisors, Ltd. trimmed25,013$907K0.7%2026-Q1
WEALTH ALLIANCE, LLC23,639$857K0.7%2026-Q1
Capital Analysts, LLC23,306$845K0.7%2026-Q1
OLD MISSION CAPITAL LLC trimmed23,086$837K0.6%2026-Q1
Weaver Consulting Group trimmed22,836$828K0.6%2026-Q1
Miller Financial Services LLC trimmed22,590$819K0.6%2026-Q1
PFS Partners, LLC trimmed22,528$817K0.6%2026-Q1
Berger Financial Group, Inc trimmed21,630$784K0.6%2026-Q1
Jacobi Capital Management LLC20,347$738K0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added18,791$681K0.5%2026-Q1
Faithward Advisors, LLC trimmed18,729$679K0.5%2026-Q1
FSA Advisors, Inc.17,418$631K0.5%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed17,294$627K0.5%2026-Q1
Sunbelt Securities, Inc. trimmed17,291$627K0.5%2026-Q1
AdvisorNet Financial, Inc trimmed17,158$622K0.5%2026-Q1
TRUIST FINANCIAL CORP added17,109$620K0.5%2026-Q1
Merit Financial Group, LLC added17,062$619K0.5%2026-Q1
CITADEL ADVISORS LLC added16,382$594K0.5%2026-Q1
Valtinson Bruner Financial Planning LLC15,875$575K0.4%2026-Q1
Straight Path Wealth Management added15,531$563K0.4%2026-Q1
Keating Financial Advisory Services, Inc. added15,079$547K0.4%2026-Q1
Concurrent Investment Advisors, LLC trimmed13,054$473K0.4%2026-Q1
Forvis Mazars Wealth Advisors, LLC trimmed12,172$441K0.3%2026-Q1
Stratos Wealth Advisors, LLC12,124$439K0.3%2026-Q1
Long Island Wealth Management, Inc.11,945$433K0.3%2026-Q1
My Personal CFO, LLC trimmed11,076$402K0.3%2026-Q1
Archer Investment Corp10,492$380K0.3%2026-Q1
Beacon Financial Advisory LLC trimmed10,481$380K0.3%2026-Q1
Focus Partners Wealth10,365$376K0.3%2026-Q1
Wealthspire Retirement, LLC trimmed9,887$358K0.3%2026-Q1
Collaborative Wealth Managment Inc.9,409$341K0.3%2026-Q1
Visionary Wealth Advisors trimmed9,302$337K0.3%2026-Q1
BCS Wealth Management trimmed9,240$335K0.3%2026-Q1
Prairie Wealth Advisors, Inc.0$335K0.3%2026-Q1
Advisor OS, LLC new8,913$323K0.3%2026-Q1
Cerity Partners LLC trimmed8,785$318K0.2%2026-Q1
Financial Network Wealth Advisors LLC8,637$313K0.2%2026-Q1
EP Wealth Advisors, LLC trimmed8,401$305K0.2%2026-Q1
Vantage Point Financial LLC8,089$293K0.2%2026-Q1
Cornerstone Wealth, LLC/TN new7,521$287K0.2%2026-Q1
Cardinal Point Capital Management ULC7,360$267K0.2%2026-Q1
Sigma Planning Corp added6,885$250K0.2%2026-Q1
IFP Advisors, Inc added6,689$242K0.2%2026-Q1
Navis Wealth Advisors, LLC trimmed6,522$236K0.2%2026-Q1
Brookstone Capital Management6,459$234K0.2%2026-Q1
Opus Financial Solutions LLC trimmed6,106$221K0.2%2026-Q1
World Investment Advisors trimmed5,976$217K0.2%2026-Q1
Liberty Atlantic Advisors LLC trimmed5,975$217K0.2%2026-Q1
WINNOW WEALTH LLC trimmed5,967$216K0.2%2026-Q1
AVALON CAPITAL MANAGEMENT trimmed92,851$3M2.3%2025-Q2 stale
Catalina Capital Group, LLC trimmed52,018$2M1.4%2025-Q3 stale
JANE STREET GROUP, LLC trimmed51,625$2M1.4%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added49,328$2M1.3%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added36,835$1M0.9%2025-Q2 stale
Janney Montgomery Scott LLC trimmed27,146$954K0.7%2025-Q4 stale
CORRADO ADVISORS, LLC trimmed24,714$868K0.7%2025-Q4 stale
Main Street Financial Solutions, LLC23,782$835K0.6%2025-Q4 stale
Maltin Wealth Management, Inc. trimmed18,479$649K0.5%2025-Q4 stale
ACAS, LLC added18,039$604K0.5%2025-Q2 stale
Clear Point Advisors Inc.15,459$543K0.4%2025-Q4 stale
Ameritas Advisory Services, LLC new13,000$445K0.3%2025-Q3 stale
GTS SECURITIES LLC added13,783$425K0.3%2025-Q1 stale
HBW ADVISORY SERVICES LLC trimmed12,951$400K0.3%2025-Q1 stale
LEIGH BALDWIN & CO., LLC11,551$395K0.3%2025-Q3 stale
TOWNSQUARE CAPITAL LLC12,305$380K0.3%2025-Q1 stale
GOLDMAN SACHS GROUP INC added10,628$363K0.3%2025-Q3 stale
WorthPointe, LLC trimmed9,160$322K0.2%2025-Q4 stale
Virtue Capital Management, LLC new10,396$321K0.2%2025-Q1 stale
Arete Wealth Advisors, LLC8,913$313K0.2%2025-Q4 stale
Strategic Blueprint, LLC added9,027$292K0.2%2025-Q2 stale
Bank of New York Mellon Corp trimmed8,922$289K0.2%2025-Q2 stale
MERCER GLOBAL ADVISORS INC /ADV new8,214$281K0.2%2025-Q3 stale
Crown Wealth Group, LLC new8,514$263K0.2%2025-Q1 stale
Luminist Capital LLC trimmed6,426$220K0.2%2025-Q3 stale
Phoenix Financial Ltd. new6,750$218K0.2%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership