Who owns KDEC
Which tracked institutional funds hold KDEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KDEC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
10 tracked funds added or opened KDEC while 5 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
KDEC’s largest tracked holder by dollar value, Maltin Wealth Management, Inc., sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KDEC 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 65 tracked filers holding KDEC, 16 increased or opened the position and 38 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 KDEC 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 1
- JANE STREET GROUP, LLC$634K
Full exits 3
- Catalina Capital Group, LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- OPTIMA CAPITAL LLC$691K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Maltin Wealth Management, Inc.$929K
- OLD MISSION CAPITAL LLC$668K
- Cresset Asset Management, LLC$653K
- NewEdge Advisors, LLC$495K
- OSAIC HOLDINGS, INC.$474K
Largest trims
- HARBOUR INVESTMENTS, INC.$1M
- BLAIR WILLIAM & CO/IL$315K
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 |
|---|---|---|---|---|
| Maltin Wealth Management, Inc. added | 308,827 | $9M | 10.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 260,777 | $7M | 8.6% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 214,228 | $6M | 7.0% | 2026-Q2 |
| Creative Planning trimmed | 214,228 | $6M | 7.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 174,047 | $5M | 5.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 119,382 | $3M | 3.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 67,364 | $2M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 60,381 | $2M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 57,368 | $2M | 1.9% | 2026-Q2 |
| Procyon Advisors, LLC trimmed | 51,354 | $1M | 1.7% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 49,700 | $1M | 1.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 48,527 | $1M | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 38,763 | $1M | 1.3% | 2026-Q2 |
| Berkshire Money Management, Inc. trimmed | 37,421 | $1M | 1.2% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ | 35,950 | $1M | 1.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 32,484 | $922K | 1.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 30,298 | $860K | 1.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 29,391 | $834K | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 27,174 | $771K | 0.9% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 23,423 | $665K | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 22,652 | $643K | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 22,353 | $634K | 0.7% | 2026-Q2 |
| Weaver Consulting Group trimmed | 22,173 | $629K | 0.7% | 2026-Q2 |
| Miller Financial Services LLC added | 20,162 | $572K | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 18,150 | $515K | 0.6% | 2026-Q2 |
| SIGNATUREFD, LLC | 17,998 | $511K | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 17,043 | $484K | 0.6% | 2026-Q2 |
| Annis Gardner Whiting Capital Advisors, LLC | 15,525 | $441K | 0.5% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 14,845 | $421K | 0.5% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 14,309 | $406K | 0.5% | 2026-Q2 |
| Brookstone Capital Management trimmed | 13,832 | $393K | 0.5% | 2026-Q2 |
| WEALTH ALLIANCE, LLC | 13,816 | $392K | 0.5% | 2026-Q2 |
| Beacon Financial Advisory LLC | 13,685 | $388K | 0.4% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 13,255 | $376K | 0.4% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 12,928 | $367K | 0.4% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. trimmed | 12,187 | $346K | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC | 11,450 | $325K | 0.4% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 11,443 | $325K | 0.4% | 2026-Q2 |
| PFS Partners, LLC | 11,127 | $316K | 0.4% | 2026-Q2 |
| Liberty Atlantic Advisors LLC | 10,604 | $301K | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 9,775 | $277K | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC | 9,530 | $270K | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 8,819 | $250K | 0.3% | 2026-Q2 |
| Vantage Point Financial LLC trimmed | 8,255 | $234K | 0.3% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC | 8,099 | $230K | 0.3% | 2026-Q2 |
| Phoenix Financial Ltd. trimmed | 8,005 | $227K | 0.3% | 2026-Q2 |
| Berger Financial Group, Inc | 7,863 | $223K | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 7,661 | $217K | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC new | 7,465 | $212K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 7,451 | $211K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 7,355 | $209K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 6,139 | $174K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 5,522 | $157K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc | 4,260 | $121K | 0.1% | 2026-Q2 |
| WealthShield Partners, LLC | 4,000 | $114K | 0.1% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC | 3,097 | $88K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 2,942 | $83K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,640 | $75K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC | 2,125 | $60K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,800 | $51K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,511 | $43K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 1,159 | $33K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 530 | $15K | 0.0% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 200 | $6K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 168 | $5K | 0.0% | 2026-Q2 |
| Catalina Capital Group, LLC added | 106,865 | $3M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 76,517 | $2M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| OPTIMA CAPITAL LLC trimmed | 26,904 | $691K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cerity Partners LLC new | 16,251 | $418K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 12,900 | $332K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Alaska Permanent Capital Management, LLC | 6,771 | $175K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Atlantic Private Wealth, LLC added | 4,793 | $123K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 2,080 | $53K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 1,442 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Farther Finance Advisors, LLC | 1,000 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 192 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 100 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Crown Wealth Group, LLC new | 126,327 | $3M | 3.7% | 2025-Q4 stale (2 quarters behind) |
| CORRADO ADVISORS, LLC added | 69,858 | $2M | 2.1% | 2025-Q4 stale (2 quarters behind) |
| Allegiance Financial Group Advisory Services LLC trimmed | 9,141 | $233K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CoreCap Advisors, LLC trimmed | 4,246 | $108K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| RED REEF ADVISORS LLC new | 787 | $20K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC | 163 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Mutual Advisors, LLC new | 179,288 | $5M | 5.3% | 2025-Q3 stale (3 quarters behind) |
| Focus Partners Advisor Solutions, LLC added | 18,282 | $464K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Acorn Wealth Advisors, LLC new | 11,999 | $306K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV new | 10,096 | $257K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| COMMONS CAPITAL, LLC new | 8,209 | $209K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| CURIO WEALTH, LLC | 500 | $13K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP added | 119,559 | $3M | 3.2% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG new | 4,611 | $111K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Wood Tarver Financial Group, LLC | 4,296 | $103K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.