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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cetera Investment Advisers added | 523,738 | $19M | 14.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 241,470 | $9M | 6.8% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 133,484 | $5M | 3.7% | 2026-Q1 |
| ODonnell Financial Services, LLC trimmed | 129,673 | $5M | 3.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 127,989 | $5M | 3.6% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 118,475 | $4M | 3.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 105,078 | $4M | 3.0% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 104,976 | $4M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 97,470 | $4M | 2.7% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 92,770 | $3M | 2.6% | 2026-Q1 |
| Berkshire Money Management, Inc. trimmed | 90,130 | $3M | 2.5% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 84,540 | $3M | 2.4% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 80,727 | $3M | 2.3% | 2026-Q1 |
| LPL Financial LLC added | 69,315 | $3M | 1.9% | 2026-Q1 |
| Horizon Investments, LLC new | 62,316 | $2M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 48,866 | $2M | 1.4% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 41,814 | $2M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 34,860 | $1M | 1.0% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 31,508 | $1M | 0.9% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 29,217 | $1M | 0.8% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 27,883 | $1M | 0.8% | 2026-Q1 |
| Advisory Services Network, LLC | 27,468 | $996K | 0.8% | 2026-Q1 |
| Compass Advisory Group LLC | 27,093 | $982K | 0.8% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 26,700 | $976K | 0.8% | 2026-Q1 |
| CWM, LLC trimmed | 25,328 | $918K | 0.7% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 25,013 | $907K | 0.7% | 2026-Q1 |
| WEALTH ALLIANCE, LLC | 23,639 | $857K | 0.7% | 2026-Q1 |
| Capital Analysts, LLC | 23,306 | $845K | 0.7% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 23,086 | $837K | 0.6% | 2026-Q1 |
| Weaver Consulting Group trimmed | 22,836 | $828K | 0.6% | 2026-Q1 |
| Miller Financial Services LLC trimmed | 22,590 | $819K | 0.6% | 2026-Q1 |
| PFS Partners, LLC trimmed | 22,528 | $817K | 0.6% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 21,630 | $784K | 0.6% | 2026-Q1 |
| Jacobi Capital Management LLC | 20,347 | $738K | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,791 | $681K | 0.5% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 18,729 | $679K | 0.5% | 2026-Q1 |
| FSA Advisors, Inc. | 17,418 | $631K | 0.5% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 17,294 | $627K | 0.5% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 17,291 | $627K | 0.5% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 17,158 | $622K | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 17,109 | $620K | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 17,062 | $619K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 16,382 | $594K | 0.5% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC | 15,875 | $575K | 0.4% | 2026-Q1 |
| Straight Path Wealth Management added | 15,531 | $563K | 0.4% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 15,079 | $547K | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 13,054 | $473K | 0.4% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 12,172 | $441K | 0.3% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 12,124 | $439K | 0.3% | 2026-Q1 |
| Long Island Wealth Management, Inc. | 11,945 | $433K | 0.3% | 2026-Q1 |
| My Personal CFO, LLC trimmed | 11,076 | $402K | 0.3% | 2026-Q1 |
| Archer Investment Corp | 10,492 | $380K | 0.3% | 2026-Q1 |
| Beacon Financial Advisory LLC trimmed | 10,481 | $380K | 0.3% | 2026-Q1 |
| Focus Partners Wealth | 10,365 | $376K | 0.3% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 9,887 | $358K | 0.3% | 2026-Q1 |
| Collaborative Wealth Managment Inc. | 9,409 | $341K | 0.3% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 9,302 | $337K | 0.3% | 2026-Q1 |
| BCS Wealth Management trimmed | 9,240 | $335K | 0.3% | 2026-Q1 |
| Prairie Wealth Advisors, Inc. | 0 | $335K | 0.3% | 2026-Q1 |
| Advisor OS, LLC new | 8,913 | $323K | 0.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 8,785 | $318K | 0.2% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 8,637 | $313K | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 8,401 | $305K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC | 8,089 | $293K | 0.2% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 7,521 | $287K | 0.2% | 2026-Q1 |
| Cardinal Point Capital Management ULC | 7,360 | $267K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 6,885 | $250K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 6,689 | $242K | 0.2% | 2026-Q1 |
| Navis Wealth Advisors, LLC trimmed | 6,522 | $236K | 0.2% | 2026-Q1 |
| Brookstone Capital Management | 6,459 | $234K | 0.2% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 6,106 | $221K | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 5,976 | $217K | 0.2% | 2026-Q1 |
| Liberty Atlantic Advisors LLC trimmed | 5,975 | $217K | 0.2% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 5,967 | $216K | 0.2% | 2026-Q1 |
| AVALON CAPITAL MANAGEMENT trimmed | 92,851 | $3M | 2.3% | 2025-Q2 stale |
| Catalina Capital Group, LLC trimmed | 52,018 | $2M | 1.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 51,625 | $2M | 1.4% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 49,328 | $2M | 1.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 36,835 | $1M | 0.9% | 2025-Q2 stale |
| Janney Montgomery Scott LLC trimmed | 27,146 | $954K | 0.7% | 2025-Q4 stale |
| CORRADO ADVISORS, LLC trimmed | 24,714 | $868K | 0.7% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC | 23,782 | $835K | 0.6% | 2025-Q4 stale |
| Maltin Wealth Management, Inc. trimmed | 18,479 | $649K | 0.5% | 2025-Q4 stale |
| ACAS, LLC added | 18,039 | $604K | 0.5% | 2025-Q2 stale |
| Clear Point Advisors Inc. | 15,459 | $543K | 0.4% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC new | 13,000 | $445K | 0.3% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 13,783 | $425K | 0.3% | 2025-Q1 stale |
| HBW ADVISORY SERVICES LLC trimmed | 12,951 | $400K | 0.3% | 2025-Q1 stale |
| LEIGH BALDWIN & CO., LLC | 11,551 | $395K | 0.3% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC | 12,305 | $380K | 0.3% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC added | 10,628 | $363K | 0.3% | 2025-Q3 stale |
| WorthPointe, LLC trimmed | 9,160 | $322K | 0.2% | 2025-Q4 stale |
| Virtue Capital Management, LLC new | 10,396 | $321K | 0.2% | 2025-Q1 stale |
| Arete Wealth Advisors, LLC | 8,913 | $313K | 0.2% | 2025-Q4 stale |
| Strategic Blueprint, LLC added | 9,027 | $292K | 0.2% | 2025-Q2 stale |
| Bank of New York Mellon Corp trimmed | 8,922 | $289K | 0.2% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 8,214 | $281K | 0.2% | 2025-Q3 stale |
| Crown Wealth Group, LLC new | 8,514 | $263K | 0.2% | 2025-Q1 stale |
| Luminist Capital LLC trimmed | 6,426 | $220K | 0.2% | 2025-Q3 stale |
| Phoenix Financial Ltd. new | 6,750 | $218K | 0.2% | 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.
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.