Who owns KIE
Which tracked institutional funds hold KIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KIE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
24 tracked funds added or opened KIE while 25 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
KIE’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KIE 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 137 tracked filers holding KIE, 54 increased or opened the position and 82 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 KIE 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 11
- MANAGED ASSET PORTFOLIOS, LLC$8M
- MILLENNIUM MANAGEMENT LLC$7M
- BAYVIEW ASSET MANAGEMENT, LLC$5M
- IMC-Chicago, LLC$1M
- Jump Financial, LLC$1M
- Focus Partners Wealth$881K
Full exits 14
- Perbak Capital Partners LLP$11M
- FLOW TRADERS U.S. LLC$3M
- Walleye Capital LLC$3M
- ALTFEST L J & CO INC$2M
- AMICA MUTUAL INSURANCE CO$1M
- Shaolin Capital Management LLC$1M
Largest adds
- GOLDMAN SACHS GROUP INC$26M
- UBS Group AG$11M
- MORGAN STANLEY$7M
- Kingsview Wealth Management, LLC$4M
- CITADEL ADVISORS LLC$3M
- FACTORY MUTUAL INSURANCE CO$2M
Largest trims
- JPMORGAN CHASE & CO$40M
- CITIGROUP INC$24M
- BNP PARIBAS FINANCIAL MARKETS$21M
- BANK OF AMERICA CORP /DE/$15M
- TWO SIGMA INVESTMENTS, LP$9M
- BARCLAYS PLC$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 1,655,606 | $101M | 24.8% | 2026-Q2 |
| MORGAN STANLEY added | 882,193 | $54M | 13.2% | 2026-Q2 |
| UBS Group AG added | 520,550 | $32M | 7.8% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 330,352 | $20M | 4.9% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO trimmed | 311,850 | $19M | 4.7% | 2026-Q2 |
| CITIGROUP INC trimmed | 272,199 | $17M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 247,889 | $15M | 3.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 227,998 | $14M | 3.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 200,453 | $12M | 3.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 165,700 | $10M | 2.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 157,627 | $10M | 2.4% | 2026-Q2 |
| MANAGED ASSET PORTFOLIOS, LLC new | 127,336 | $8M | 1.9% | 2026-Q2 |
| CUMBERLAND ADVISORS INC added | 123,140 | $8M | 1.8% | 2026-Q2 |
| BARCLAYS PLC trimmed | 119,841 | $7M | 1.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 106,710 | $7M | 1.6% | 2026-Q2 |
| BAYVIEW ASSET MANAGEMENT, LLC new | 81,600 | $5M | 1.2% | 2026-Q2 |
| Triangle Securities Wealth Management trimmed | 75,092 | $5M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 73,171 | $4M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 71,741 | $4M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 70,588 | $4M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 60,330 | $4M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 46,460 | $3M | 0.7% | 2026-Q2 |
| TCP Asset Management, LLC trimmed | 43,607 | $3M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 43,033 | $3M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 39,448 | $2M | 0.6% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 27,611 | $2M | 0.4% | 2026-Q2 |
| Ellis Investment Partners, LLC trimmed | 24,591 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,186 | $1M | 0.3% | 2026-Q2 |
| XTX Topco Ltd trimmed | 23,161 | $1M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 22,232 | $1M | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC new | 21,853 | $1M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC added | 21,654 | $1M | 0.3% | 2026-Q2 |
| Spire Wealth Management | 19,794 | $1M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 19,099 | $1M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 19,001 | $1M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 17,473 | $1M | 0.3% | 2026-Q2 |
| FMR LLC trimmed | 15,960 | $973K | 0.2% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP added | 15,897 | $970K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 15,740 | $960K | 0.2% | 2026-Q2 |
| Focus Partners Wealth new | 14,449 | $881K | 0.2% | 2026-Q2 |
| SummitTX Capital, L.P. new | 13,455 | $821K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 13,305 | $811K | 0.2% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd trimmed | 13,120 | $800K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 13,113 | $800K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,808 | $781K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 12,045 | $735K | 0.2% | 2026-Q2 |
| Vertex Investment Solutions Co., Ltd. added | 12,000 | $734K | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC | 12,000 | $732K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 11,066 | $675K | 0.2% | 2026-Q2 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. new | 10,000 | $610K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 9,655 | $589K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 9,022 | $550K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 8,328 | $508K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 7,665 | $467K | 0.1% | 2026-Q2 |
| NWAM LLC new | 7,529 | $459K | 0.1% | 2026-Q2 |
| Kaizen Financial Strategies | 7,350 | $459K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 7,073 | $431K | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC new | 6,881 | $420K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC new | 6,881 | $420K | 0.1% | 2026-Q2 |
| Zinnia Wealth Advisory, LLC trimmed | 6,629 | $404K | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 6,543 | $399K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 6,377 | $389K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 6,357 | $388K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC | 5,760 | $351K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 5,735 | $350K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 5,580 | $340K | 0.1% | 2026-Q2 |
| Trexquant Investment LP added | 5,338 | $326K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 5,200 | $317K | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 5,108 | $312K | 0.1% | 2026-Q2 |
| Segment Wealth Management, LLC | 4,460 | $272K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 4,419 | $270K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 4,329 | $264K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 4,004 | $244K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 3,814 | $233K | 0.1% | 2026-Q2 |
| Cerity Partners LLC new | 3,796 | $232K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 3,784 | $231K | 0.1% | 2026-Q2 |
| WESTCO ADVISORY SERVICES INC /ADV | 3,705 | $226K | 0.1% | 2026-Q2 |
| JERICHO FINANCIAL, LLP trimmed | 3,524 | $215K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 3,471 | $212K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 3,415 | $208K | 0.1% | 2026-Q2 |
| BlackRock, Inc. | 3,333 | $203K | 0.0% | 2026-Q2 |
| Manchester Capital Management LLC | 3,300 | $201K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 3,300 | $201K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 2,653 | $162K | 0.0% | 2026-Q2 |
| EASTERN BANK | 2,075 | $127K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 2,044 | $125K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC | 1,535 | $94K | 0.0% | 2026-Q2 |
| Crews Bank & Trust trimmed | 1,510 | $92K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 1,405 | $86K | 0.0% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 1,156 | $71K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 1,123 | $68K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 1,026 | $63K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 888 | $54K | 0.0% | 2026-Q2 |
| Provident Wealth Management, LLC | 800 | $49K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 797 | $49K | 0.0% | 2026-Q2 |
| Belvedere Trading LLC new | 672 | $41K | 0.0% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC trimmed | 579 | $35K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 567 | $35K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 542 | $33K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 540 | $33K | 0.0% | 2026-Q2 |
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.