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-Q1 13F filings (latest filed 2026-05-18). 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
22 tracked funds added or opened KHPI while 11 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
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 0.1% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 79 tracked filers holding KHPI, 60 increased or opened the position and 23 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 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 2
- DIVERSIFY WEALTH MANAGEMENT, LLC$747K
- PRIVATE TRUST CO NA$614K
Full exits 5
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- IFG Advisory, LLC$937K
- Compass Ion Advisors, LLC$900K
- Diversify Advisory Services, LLC$735K
- NewEdge Advisors, LLC$607K
Largest adds
- LPL Financial LLC$17M
- Apollon Wealth Management, LLC$11M
- Kestra Advisory Services, LLC$3M
- HERITAGE OAK WEALTH ADVISORS LLC$2M
- Bison Wealth, LLC$2M
- Sanctuary Advisors, LLC$2M
Largest trims
- TRB Advisors LP$4M
- Onyx Bridge Wealth Group LLC$751K
- STIFEL FINANCIAL CORP$541K
- Smartleaf Asset Management LLC$451K
- INDEPENDENT FINANCIAL GROUP, LLC$448K
- Arete Wealth Advisors, LLC$345K
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 | 2,981,367 | $72M | 12.7% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 805,072 | $19M | 3.4% | 2026-Q1 |
| Bison Wealth, LLC added | 664,998 | $17M | 3.1% | 2026-Q1 |
| HERITAGE OAK WEALTH ADVISORS LLC added | 708,031 | $17M | 3.0% | 2026-Q1 |
| TRB Advisors LP | 500,000 | $14M | 2.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 507,186 | $12M | 2.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 360,013 | $9M | 1.5% | 2026-Q1 |
| Delta Investment Management, LLC added | 245,514 | $6M | 1.0% | 2026-Q1 |
| CoreCap Advisors, LLC added | 237,298 | $6M | 1.0% | 2026-Q1 |
| United Advisor Group, LLC added | 234,135 | $6M | 1.0% | 2026-Q1 |
| Atria Investments, Inc added | 222,710 | $5M | 1.0% | 2026-Q1 |
| Sigma Planning Corp added | 208,294 | $5M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 198,102 | $5M | 0.8% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 177,729 | $4M | 0.8% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 177,729 | $4M | 0.8% | 2026-Q1 |
| HFG Wealth Management, LLC added | 174,490 | $4M | 0.7% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 148,548 | $4M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 145,817 | $4M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 118,801 | $3M | 0.5% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 117,385 | $3M | 0.5% | 2026-Q1 |
| Triumph Capital Management added | 105,694 | $3M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 93,990 | $2M | 0.4% | 2026-Q1 |
| Strategic Blueprint, LLC added | 91,729 | $2M | 0.4% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 89,665 | $2M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 84,249 | $2M | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 84,757 | $2M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 81,143 | $2M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 76,641 | $2M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 72,676 | $2M | 0.3% | 2026-Q1 |
| Intrepid Financial Planning Group LLC added | 60,157 | $1M | 0.3% | 2026-Q1 |
| Ascension Capital Advisors, Inc. added | 56,346 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 37,645 | $1M | 0.2% | 2026-Q1 |
| CPR Investments Inc. trimmed | 42,023 | $1M | 0.2% | 2026-Q1 |
| Balefire, LLC added | 37,496 | $908K | 0.2% | 2026-Q1 |
| Virtue Capital Management, LLC added | 36,019 | $866K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 34,167 | $827K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 34,096 | $825K | 0.1% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC added | 32,240 | $785K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 31,698 | $767K | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 29,090 | $747K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 28,882 | $699K | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 28,500 | $690K | 0.1% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 28,169 | $682K | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 26,275 | $636K | 0.1% | 2026-Q1 |
| Arvest Bank Trust Division trimmed | 1,262,180 | $46M | 8.1% | 2025-Q1 stale |
| Magnus Financial Group LLC added | 849,398 | $31M | 5.4% | 2025-Q1 stale |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 692,171 | $25M | 4.4% | 2025-Q1 stale |
| ATWOOD & PALMER INC trimmed | 656,996 | $24M | 4.2% | 2025-Q1 stale |
| FOSTER & MOTLEY INC trimmed | 649,290 | $24M | 4.2% | 2025-Q1 stale |
| ARVEST INVESTMENTS, INC. added | 421,932 | $15M | 2.7% | 2025-Q1 stale |
| Busey Bank trimmed | 294,483 | $11M | 1.9% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 275,411 | $10M | 1.8% | 2025-Q1 stale |
| Keudell/Morrison Wealth Management trimmed | 267,390 | $10M | 1.7% | 2025-Q1 stale |
| Cerity Partners LLC added | 244,436 | $9M | 1.6% | 2025-Q1 stale |
| Creative Planning trimmed | 241,665 | $9M | 1.5% | 2025-Q1 stale |
| Triangle Securities Wealth Management trimmed | 239,459 | $9M | 1.5% | 2025-Q1 stale |
| Oxbow Advisors, LLC trimmed | 214,425 | $8M | 1.4% | 2025-Q1 stale |
| CASTLEKEEP INVESTMENT ADVISORS LLC trimmed | 186,746 | $7M | 1.2% | 2025-Q1 stale |
| Icon Wealth Advisors, LLC trimmed | 144,710 | $5M | 0.9% | 2025-Q1 stale |
| FAS Wealth Partners, Inc. trimmed | 114,100 | $4M | 0.7% | 2025-Q1 stale |
| Ocean Park Asset Management, LLC | 107,700 | $4M | 0.7% | 2025-Q2 stale |
| COUNTRY CLUB BANK trimmed | 104,952 | $4M | 0.7% | 2025-Q1 stale |
| Smith & Howard Wealth Management, LLC trimmed | 105,829 | $4M | 0.7% | 2025-Q2 stale |
| HBK Sorce Advisory LLC trimmed | 101,545 | $4M | 0.7% | 2025-Q1 stale |
| Quad-Cities Investment Group, LLC added | 97,256 | $4M | 0.6% | 2025-Q1 stale |
| Freedom Investment Management, Inc. added | 128,320 | $3M | 0.6% | 2025-Q2 stale |
| FULLCIRCLE WEALTH LLC trimmed | 95,429 | $3M | 0.6% | 2025-Q3 stale |
| Marshall & Sterling Wealth Advisors Inc. added | 77,600 | $3M | 0.5% | 2025-Q1 stale |
| Battery Global Advisors, LLC | 68,388 | $2M | 0.4% | 2025-Q1 stale |
| Bollard Group LLC added | 68,221 | $2M | 0.4% | 2025-Q1 stale |
| Financial Partners Group, Inc trimmed | 66,508 | $2M | 0.4% | 2025-Q1 stale |
| Financial Enhancement Group LLC added | 69,009 | $2M | 0.4% | 2025-Q1 stale |
| XML Financial, LLC trimmed | 63,968 | $2M | 0.4% | 2025-Q1 stale |
| Rockefeller Capital Management L.P. trimmed | 60,903 | $2M | 0.4% | 2025-Q1 stale |
| AlphaCore Capital LLC added | 55,400 | $2M | 0.4% | 2025-Q1 stale |
| HighTower Advisors, LLC trimmed | 48,493 | $2M | 0.3% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC trimmed | 46,524 | $2M | 0.3% | 2025-Q3 stale |
| Sandy Spring Bank added | 41,715 | $2M | 0.3% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,696 | $1M | 0.3% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 51,716 | $1M | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 51,078 | $1M | 0.2% | 2025-Q2 stale |
| REGIONS FINANCIAL CORP trimmed | 32,954 | $1M | 0.2% | 2025-Q1 stale |
| Capital Advisors, Ltd. LLC added | 32,184 | $1M | 0.2% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC new | 48,335 | $1M | 0.2% | 2025-Q1 stale |
| Harel Insurance Investments & Financial Services Ltd. added | 21,291 | $1M | 0.2% | 2025-Q2 stale |
| Phoenix Wealth Advisors trimmed | 18,282 | $967K | 0.2% | 2025-Q2 stale |
| WESBANCO BANK INC added | 26,422 | $961K | 0.2% | 2025-Q1 stale |
| Clayton Financial Group LLC trimmed | 20,136 | $953K | 0.2% | 2025-Q1 stale |
| IFG Advisory, LLC new | 36,521 | $937K | 0.2% | 2025-Q4 stale |
| Compass Ion Advisors, LLC trimmed | 26,262 | $900K | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 16,195 | $857K | 0.2% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 24,246 | $840K | 0.1% | 2025-Q2 stale |
| NATURAL INVESTMENTS, LLC trimmed | 15,342 | $817K | 0.1% | 2025-Q3 stale |
| Summit Wealth Partners, LLC added | 21,431 | $779K | 0.1% | 2025-Q1 stale |
| Cresset Asset Management, LLC new | 20,730 | $754K | 0.1% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC added | 14,066 | $744K | 0.1% | 2025-Q2 stale |
| Diversify Advisory Services, LLC added | 28,476 | $735K | 0.1% | 2025-Q4 stale |
| Objectivity Squared, LLC trimmed | 20,035 | $674K | 0.1% | 2025-Q1 stale |
| NORTHERN TRUST CORP added | 18,433 | $670K | 0.1% | 2025-Q1 stale |
| Archer Investment Management, LLC added | 12,092 | $640K | 0.1% | 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.