Who owns KHPI
Which tracked institutional funds hold KHPI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KHPI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
27 tracked funds added or opened KHPI while 13 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
KHPI’s largest tracked holder by dollar value, LPL Financial LLC, 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 KHPI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KHPI 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 80 tracked filers holding KHPI, 48 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 KHPI 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 7
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- GOLDMAN SACHS GROUP INC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- IHT Wealth Management, LLC$1M
- IFG Advisory, LLC$1M
- NewEdge Advisors, LLC$798K
Full exits 8
- Cambridge Investment Research Advisors, Inc.$5M
- Arete Wealth Advisors, LLC$4M
- Orion Porfolio Solutions, LLC$2M
- Sunbelt Securities, Inc.$699K
- U.S. Capital Wealth Advisors, LLC$636K
- Colorado Capital Management, Inc.$609K
Largest adds
- LPL Financial LLC$28M
- TRB Advisors LP$3M
- Sanctuary Advisors, LLC$3M
- Prospera Financial Services Inc$3M
- Apollon Wealth Management, LLC$2M
- HERITAGE OAK WEALTH ADVISORS LLC$1M
Largest trims
- Strategic Blueprint, LLC$1M
- Atria Investments, Inc$906K
- ENVESTNET ASSET MANAGEMENT INC$300K
- Balefire, LLC$273K
- HFG Wealth Management, LLC$256K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 3,863,440 | $100M | 28.9% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 841,405 | $22M | 6.3% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC added | 715,635 | $19M | 5.4% | 2026-Q2 |
| Bison Wealth, LLC added | 709,283 | $18M | 5.3% | 2026-Q2 |
| TRB Advisors LP added | 550,000 | $17M | 5.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 486,835 | $13M | 3.6% | 2026-Q2 |
| Prospera Financial Services Inc added | 446,845 | $12M | 3.3% | 2026-Q2 |
| Delta Investment Management, LLC added | 267,264 | $7M | 2.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 236,882 | $6M | 1.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 230,747 | $6M | 1.7% | 2026-Q2 |
| United Advisor Group, LLC trimmed | 226,741 | $6M | 1.7% | 2026-Q2 |
| Sigma Planning Corp added | 225,831 | $6M | 1.7% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 184,467 | $5M | 1.4% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 184,467 | $5M | 1.4% | 2026-Q2 |
| Atria Investments, Inc trimmed | 173,741 | $4M | 1.3% | 2026-Q2 |
| HFG Wealth Management, LLC trimmed | 153,698 | $4M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 125,091 | $3M | 0.9% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 121,148 | $3M | 0.9% | 2026-Q2 |
| Triumph Capital Management added | 107,949 | $3M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. added | 94,844 | $2M | 0.7% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 87,026 | $2M | 0.7% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 87,002 | $2M | 0.7% | 2026-Q2 |
| Advisory Services Network, LLC added | 82,972 | $2M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 77,013 | $2M | 0.6% | 2026-Q2 |
| Summit Financial, LLC added | 72,985 | $2M | 0.6% | 2026-Q2 |
| IFP Advisors, Inc added | 67,580 | $2M | 0.5% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 65,556 | $2M | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 60,480 | $2M | 0.5% | 2026-Q2 |
| Intrepid Financial Planning Group LLC trimmed | 59,446 | $2M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 47,668 | $2M | 0.4% | 2026-Q2 |
| Ascension Capital Advisors, Inc. added | 57,629 | $1M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 56,481 | $1M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 54,470 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 52,844 | $1M | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors added | 51,945 | $1M | 0.4% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 49,009 | $1M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 37,260 | $1M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC new | 44,580 | $1M | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 43,972 | $1M | 0.3% | 2026-Q2 |
| IFG Advisory, LLC added | 43,127 | $1M | 0.3% | 2026-Q2 |
| CPR Investments Inc. trimmed | 41,155 | $1M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 38,838 | $1M | 0.3% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 34,135 | $887K | 0.3% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 31,851 | $822K | 0.2% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 31,809 | $821K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 30,903 | $798K | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 29,137 | $756K | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 29,137 | $756K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 26,745 | $691K | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 26,150 | $675K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 25,105 | $648K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA | 20,536 | $638K | 0.2% | 2026-Q2 |
| Balefire, LLC trimmed | 24,599 | $635K | 0.2% | 2026-Q2 |
| SWMG, LLC trimmed | 21,468 | $559K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 19,102 | $494K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC | 18,600 | $480K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 16,859 | $435K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC new | 15,289 | $395K | 0.1% | 2026-Q2 |
| Fulcrum Equity Management trimmed | 15,208 | $393K | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 14,935 | $386K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 12,809 | $331K | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 12,666 | $327K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 10,928 | $282K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 10,388 | $268K | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC new | 8,966 | $232K | 0.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC new | 8,750 | $226K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC | 8,400 | $217K | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC | 8,400 | $217K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 8,205 | $212K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 7,792 | $201K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 4,987 | $129K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,726 | $70K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,336 | $35K | 0.0% | 2026-Q2 |
| Essential Investment Partners LLC | 300 | $9K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 249 | $6K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 213 | $6K | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 558 | $5K | 0.0% | 2026-Q2 |
| Bare Financial Services, Inc new | 100 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 6 | $155 | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 1 | $26 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 198,102 | $5M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Arete Wealth Advisors, LLC trimmed | 148,548 | $4M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC added | 93,990 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 28,882 | $699K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC added | 26,275 | $636K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Compass Ion Advisors, LLC trimmed | 26,262 | $900K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| FULLCIRCLE WEALTH LLC trimmed | 95,429 | $3M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 46,524 | $2M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| NATURAL INVESTMENTS, LLC trimmed | 15,342 | $817K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Ocean Park Asset Management, LLC | 107,700 | $4M | 1.1% | 2025-Q2 stale (4 quarters behind) |
| Smith & Howard Wealth Management, LLC trimmed | 105,829 | $4M | 1.1% | 2025-Q2 stale (4 quarters behind) |
| Freedom Investment Management, Inc. added | 128,320 | $3M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Envestnet Portfolio Solutions, Inc. trimmed | 51,716 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 51,078 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Harel Insurance Investments & Financial Services Ltd. added | 21,291 | $1M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Phoenix Wealth Advisors trimmed | 18,282 | $967K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| GTS SECURITIES LLC trimmed | 16,195 | $857K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 24,246 | $840K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 14,066 | $744K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Archer Investment Management, LLC added | 12,092 | $640K | 0.2% | 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.