Who owns KDEC (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-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
8 tracked funds added or opened KDEC while 9 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
KDEC’s largest tracked holder by dollar value, Maltin Wealth Management, Inc., sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.0pp 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 2025-Q4 and 2026-Q1, across 69 tracked filers holding KDEC, 22 increased or opened the position and 31 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 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 4
- Maltin Wealth Management, Inc.$8M
- Creative Planning$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$765K
- GOLDMAN SACHS GROUP INC$648K
Full exits 4
- SageView Advisory Group, LLC$5M
- Crown Wealth Group, LLC$3M
- CORRADO ADVISORS, LLC$2M
- JANE STREET GROUP, LLC$689K
Largest adds
- Cresset Asset Management, LLC$907K
- Outlook Wealth Advisors, LLC$434K
- OLD MISSION CAPITAL LLC$415K
- Kestra Advisory Services, LLC$353K
Largest trims
- Cetera Investment Advisers$851K
- AE Wealth Management LLC$838K
- Belpointe Asset Management LLC$525K
- NewEdge Advisors, LLC$488K
- OSAIC HOLDINGS, INC.$300K
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 | 304,909 | $8M | 9.6% | 2026-Q1 |
| Cresset Asset Management, LLC added | 262,572 | $7M | 8.3% | 2026-Q1 |
| Creative Planning new | 224,578 | $6M | 7.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 204,482 | $5M | 6.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 124,113 | $3M | 3.9% | 2026-Q1 |
| Catalina Capital Group, LLC added | 106,865 | $3M | 3.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 76,517 | $2M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 66,437 | $2M | 2.1% | 2026-Q1 |
| Procyon Advisors, LLC trimmed | 55,951 | $1M | 1.8% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 49,475 | $1M | 1.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 48,775 | $1M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 44,892 | $1M | 1.4% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 44,338 | $1M | 1.4% | 2026-Q1 |
| Berkshire Money Management, Inc. trimmed | 37,530 | $964K | 1.2% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 35,950 | $924K | 1.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC | 34,751 | $893K | 1.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 33,787 | $868K | 1.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 30,603 | $786K | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 29,758 | $765K | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 27,611 | $710K | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 27,338 | $703K | 0.9% | 2026-Q1 |
| OPTIMA CAPITAL LLC trimmed | 26,904 | $691K | 0.8% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 25,324 | $651K | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 25,209 | $648K | 0.8% | 2026-Q1 |
| Weaver Consulting Group | 22,247 | $572K | 0.7% | 2026-Q1 |
| Miller Financial Services LLC added | 20,012 | $514K | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 18,918 | $486K | 0.6% | 2026-Q1 |
| SIGNATUREFD, LLC | 17,998 | $463K | 0.6% | 2026-Q1 |
| Cerity Partners LLC new | 16,251 | $418K | 0.5% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC | 15,525 | $399K | 0.5% | 2026-Q1 |
| Diligent Investors, LLC | 14,850 | $382K | 0.5% | 2026-Q1 |
| Brookstone Capital Management new | 14,501 | $373K | 0.5% | 2026-Q1 |
| Faithward Advisors, LLC added | 14,415 | $370K | 0.5% | 2026-Q1 |
| WEALTH ALLIANCE, LLC | 13,816 | $355K | 0.4% | 2026-Q1 |
| Beacon Financial Advisory LLC trimmed | 13,685 | $352K | 0.4% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 13,437 | $345K | 0.4% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 13,428 | $345K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC | 12,900 | $332K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 12,208 | $314K | 0.4% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 11,470 | $295K | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC | 11,450 | $294K | 0.4% | 2026-Q1 |
| PFS Partners, LLC added | 11,127 | $286K | 0.4% | 2026-Q1 |
| Liberty Atlantic Advisors LLC | 10,604 | $273K | 0.3% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC | 9,530 | $245K | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 9,215 | $237K | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 8,819 | $227K | 0.3% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC | 8,099 | $208K | 0.3% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 8,065 | $207K | 0.3% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 7,863 | $202K | 0.2% | 2026-Q1 |
| Alaska Permanent Capital Management, LLC | 6,771 | $175K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 6,139 | $158K | 0.2% | 2026-Q1 |
| Atlantic Private Wealth, LLC added | 4,793 | $123K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc | 4,260 | $109K | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC | 4,000 | $103K | 0.1% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC new | 3,097 | $80K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,640 | $68K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC | 2,125 | $55K | 0.1% | 2026-Q1 |
| BlackRock, Inc. | 2,080 | $53K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,800 | $46K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,511 | $39K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC | 1,442 | $37K | 0.0% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 1,159 | $30K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 1,000 | $26K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC | 19,900 | $20K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 530 | $14K | 0.0% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 200 | $5K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 192 | $5K | 0.0% | 2026-Q1 |
| MAI Capital Management | 100 | $3K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 4 | — | 0.0% | 2026-Q1 |
| SageView Advisory Group, LLC added | 212,310 | $5M | 6.7% | 2025-Q4 stale |
| Mutual Advisors, LLC new | 179,288 | $5M | 5.7% | 2025-Q3 stale |
| Crown Wealth Group, LLC new | 126,327 | $3M | 4.0% | 2025-Q4 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP added | 119,559 | $3M | 3.4% | 2025-Q2 stale |
| CORRADO ADVISORS, LLC added | 69,858 | $2M | 2.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 26,982 | $689K | 0.8% | 2025-Q4 stale |
| Focus Partners Advisor Solutions, LLC added | 18,282 | $464K | 0.6% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 15,340 | $391K | 0.5% | 2025-Q3 stale |
| Koshinski Asset Management, Inc. trimmed | 15,110 | $386K | 0.5% | 2025-Q4 stale |
| Acorn Wealth Advisors, LLC new | 11,999 | $306K | 0.4% | 2025-Q3 stale |
| JPMORGAN CHASE & CO added | 12,108 | $277K | 0.3% | 2025-Q1 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 10,096 | $257K | 0.3% | 2025-Q3 stale |
| Allegiance Financial Group Advisory Services LLC trimmed | 9,141 | $233K | 0.3% | 2025-Q4 stale |
| COMMONS CAPITAL, LLC new | 8,209 | $209K | 0.3% | 2025-Q3 stale |
| Vantage Point Financial LLC new | 8,453 | $203K | 0.2% | 2025-Q2 stale |
| UBS Group AG new | 4,611 | $111K | 0.1% | 2025-Q2 stale |
| CoreCap Advisors, LLC trimmed | 4,246 | $108K | 0.1% | 2025-Q4 stale |
| Wood Tarver Financial Group, LLC | 4,296 | $103K | 0.1% | 2025-Q2 stale |
| Stonebridge Financial Group, LLC trimmed | 2,335 | $54K | 0.1% | 2025-Q1 stale |
| Stuart Chaussee & Associates, Inc. trimmed | 1,120 | $26K | 0.0% | 2025-Q1 stale |
| RED REEF ADVISORS LLC new | 787 | $20K | 0.0% | 2025-Q4 stale |
| CURIO WEALTH, LLC | 500 | $13K | 0.0% | 2025-Q3 stale |
| CWM, LLC | 163 | $4K | 0.0% | 2025-Q4 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.