Who owns KCCA (KCCA)
Which tracked institutional funds hold KCCA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KCCA 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
The tracked-fund tape on KCCA is one-sided between 2025-Q4 and 2026-Q1: 4 added or opened and 1 trimmed or exited — on balance accumulating.
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
KCCA’s largest tracked holder by dollar value, Summit Trail Advisors, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KCCA 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 KCCA, 14 increased or opened the position and 5 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 KCCA 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.
Largest adds
- Battery Global Advisors, LLC$1M
- Fielder Capital Group LLC$915K
- Summit Trail Advisors, LLC$405K
- Black Maple Capital Management LP$309K
Largest trims
- NewEdge Wealth, LLC$2M
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 |
|---|---|---|---|---|
| Summit Trail Advisors, LLC added | 1,432,174 | $21M | 28.0% | 2026-Q1 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC added | 959,360 | $14M | 18.7% | 2026-Q1 |
| Fielder Capital Group LLC added | 641,055 | $10M | 12.5% | 2026-Q1 |
| MORGAN STANLEY added | 533,609 | $8M | 10.4% | 2026-Q1 |
| Black Maple Capital Management LP added | 140,517 | $2M | 2.7% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 91,998 | $1M | 1.8% | 2026-Q1 |
| Battery Global Advisors, LLC added | 77,045 | $1M | 1.5% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 66,700 | $988K | 1.3% | 2026-Q1 |
| Brucke Financial, Inc. added | 39,620 | $587K | 0.8% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 21,684 | $321K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,042 | $297K | 0.4% | 2026-Q1 |
| Sharp Wealth Advisory, LLC added | 18,315 | $271K | 0.4% | 2026-Q1 |
| Biltmore Family Office, LLC trimmed | 17,843 | $264K | 0.3% | 2026-Q1 |
| Flatrock Wealth Partners LLC | 16,055 | $238K | 0.3% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 10,629 | $158K | 0.2% | 2026-Q1 |
| Sankala Group LLC added | 8,196 | $123K | 0.2% | 2026-Q1 |
| Resolute Advisors LLC new | 3,100 | $46K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 2,114 | $31K | 0.0% | 2026-Q1 |
| Ares Financial Consulting, LLC | 1,118 | $17K | 0.0% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC | 1,000 | $15K | 0.0% | 2026-Q1 |
| Ascentis Wealth Management, LLC | 869 | $13K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO | 105 | $2K | 0.0% | 2026-Q1 |
| Strive Financial Group ,LLC | 90 | $1K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 41 | $610 | 0.0% | 2026-Q1 |
| NORTHERN TRUST CORP new | 640,582 | $11M | 14.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 118,968 | $2M | 2.7% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 37,385 | $638K | 0.8% | 2025-Q3 stale |
| HOLLENCREST CAPITAL MANAGEMENT | 25,000 | $427K | 0.6% | 2025-Q3 stale |
| Permanent Capital Management, LP trimmed | 15,540 | $261K | 0.3% | 2025-Q4 stale |
| Global Endowment Management, LP | 13,389 | $225K | 0.3% | 2025-Q4 stale |
| Quantinno Capital Management LP | 11,800 | $201K | 0.3% | 2025-Q3 stale |
| CANTOR FITZGERALD, L. P. new | 12,464 | $193K | 0.3% | 2025-Q2 stale |
| Kestra Advisory Services, LLC new | 4,987 | $83K | 0.1% | 2025-Q1 stale |
| MAI Capital Management new | 950 | $16K | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 551 | $9K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.