Who owns KGEI
Which tracked institutional funds hold KGEI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KGEI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 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 KGEI is one-sided between 2025-Q4 and 2026-Q1: 12 added or opened and 3 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
KGEI’s largest tracked holder by dollar value, Tetragon Partners GP Ltd, sizes it at 7.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KGEI 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 63 tracked filers holding KGEI, 32 increased or opened the position and 29 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 KGEI 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 1
- VANGUARD PORTFOLIO MANAGEMENT LLC$955K
Full exits 1
- VANGUARD GROUP INC$732K
Largest adds
- Tetragon Partners GP Ltd$10M
- BlackRock, Inc.$3M
- TORONTO DOMINION BANK$1M
- NATIXIS$725K
- GEODE CAPITAL MANAGEMENT, LLC$652K
- BANK OF AMERICA CORP /DE/$592K
Largest trims
- NATIONAL BANK OF CANADA /FI/$547K
- MORGAN STANLEY$278K
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 |
|---|---|---|---|---|
| Tetragon Partners GP Ltd trimmed | 6,834,504 | $38M | 40.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,668,541 | $9M | 9.9% | 2026-Q1 |
| UBS Group AG trimmed | 1,033,136 | $6M | 6.2% | 2026-Q1 |
| TORONTO DOMINION BANK added | 800,056 | $4M | 4.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 389,668 | $2M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 372,733 | $2M | 2.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 306,333 | $2M | 1.8% | 2026-Q1 |
| STATE STREET CORP trimmed | 296,501 | $2M | 1.8% | 2026-Q1 |
| NATIXIS added | 200,000 | $1M | 1.2% | 2026-Q1 |
| Jefferies Financial Group Inc. trimmed | 186,930 | $1M | 1.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 174,032 | $955K | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 158,663 | $871K | 0.9% | 2026-Q1 |
| STRS OHIO trimmed | 94,500 | $519K | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 83,545 | $461K | 0.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 82,500 | $456K | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 78,726 | $450K | 0.5% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 81,388 | $447K | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 79,890 | $439K | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 74,884 | $411K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 67,286 | $369K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 63,793 | $350K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 62,010 | $340K | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 61,388 | $337K | 0.4% | 2026-Q1 |
| M Holdings Securities, Inc. new | 58,927 | $316K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 57,305 | $315K | 0.3% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 48,974 | $269K | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 39,534 | $217K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 37,674 | $207K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 37,291 | $205K | 0.2% | 2026-Q1 |
| Centiva Capital, LP new | 34,088 | $187K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 33,545 | $184K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 26,826 | $147K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 25,999 | $143K | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 19,290 | $106K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 17,936 | $98K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 17,699 | $98K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 16,031 | $88K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 14,700 | $81K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 14,636 | $80K | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 14,593 | $80K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 12,269 | $67K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 11,176 | $61K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. | 10,000 | $55K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 7,614 | $42K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 7,232 | $40K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 6,431 | $35K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,145 | $21K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 3,601 | $20K | 0.0% | 2026-Q1 |
| FMR LLC added | 3,294 | $18K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 3,111 | $17K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 2,917 | $16K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,524 | $14K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 1,190 | $7K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 820 | $5K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 598 | $3K | 0.0% | 2026-Q1 |
| CWM, LLC added | 399 | $2K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 403 | $2K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 351 | $2K | 0.0% | 2026-Q1 |
| Covestor Ltd trimmed | 171 | $1K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 60 | $300 | 0.0% | 2026-Q1 |
| Essential Partners LLC new | 34 | $187 | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 25 | $137 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 5 | $27 | 0.0% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO new | 26,346 | $10M | 11.4% | 2025-Q3 stale |
| Truffle Hound Capital, LLC trimmed | 127,780 | $875K | 0.9% | 2025-Q2 stale |
| Informed Momentum Co LLC new | 95,547 | $802K | 0.9% | 2025-Q1 stale |
| VANGUARD GROUP INC added | 186,321 | $732K | 0.8% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 79,720 | $668K | 0.7% | 2025-Q1 stale |
| OMERS ADMINISTRATION Corp new | 43,400 | $364K | 0.4% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 42,823 | $293K | 0.3% | 2025-Q2 stale |
| Hillsdale Investment Management Inc. trimmed | 40,837 | $281K | 0.3% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 23,433 | $197K | 0.2% | 2025-Q1 stale |
| ACADIAN ASSET MANAGEMENT LLC added | 21,000 | $174K | 0.2% | 2025-Q1 stale |
| Qube Research & Technologies Ltd new | 12,540 | $105K | 0.1% | 2025-Q1 stale |
| Squarepoint Ops LLC new | 12,536 | $105K | 0.1% | 2025-Q1 stale |
| Jump Financial, LLC new | 14,020 | $96K | 0.1% | 2025-Q2 stale |
| PURSUE WEALTH PARTNERS LLC new | 16,750 | $93K | 0.1% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC new | 10,526 | $88K | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP new | 12,800 | $88K | 0.1% | 2025-Q2 stale |
| Independent Advisor Alliance added | 15,690 | $87K | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP new | 10,348 | $87K | 0.1% | 2025-Q1 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 12,175 | $83K | 0.1% | 2025-Q2 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 17,594 | $77K | 0.1% | 2025-Q4 stale |
| Voya Investment Management LLC new | 10,886 | $75K | 0.1% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 10,300 | $57K | 0.1% | 2025-Q3 stale |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 12,675 | $50K | 0.1% | 2025-Q4 stale |
| Callahan Advisors, LLC new | 11,000 | $43K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 3,638 | $25K | 0.0% | 2025-Q2 stale |
| ORG Partners LLC added | 4,083 | $16K | 0.0% | 2025-Q4 stale |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,831 | $7K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 937 | $4K | 0.0% | 2025-Q4 stale |
| North Star Investment Management Corp. new | 188 | $2K | 0.0% | 2025-Q1 stale |
| FEDERATED HERMES, INC. new | 198 | $1K | 0.0% | 2025-Q2 stale |
| Stone House Investment Management, LLC new | 100 | $839 | 0.0% | 2025-Q1 stale |
| OSAIC HOLDINGS, INC. new | 65 | $542 | 0.0% | 2025-Q1 stale |
| Arax Advisory Partners new | 38 | $211 | 0.0% | 2025-Q3 stale |
| Federation des caisses Desjardins du Quebec new | 10 | $53 | 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.