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-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
20 tracked funds added or opened KIE while 36 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
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 gap the other way — the median holder sizes KIE more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 138 tracked filers holding KIE, 49 increased or opened the position and 95 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 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 10
- BNP PARIBAS FINANCIAL MARKETS$33M
- Aster Capital Management (DIFC) Ltd$9M
- FLOW TRADERS U.S. LLC$3M
- Walleye Capital LLC$3M
- TCP Asset Management, LLC$2M
- Brevan Howard Capital Management LP$2M
Full exits 16
- J.Safra Asset Management Corp$43M
- MILLENNIUM MANAGEMENT LLC$15M
- Qube Research & Technologies Ltd$14M
- Balyasny Asset Management L.P.$11M
- Jain Global LLC$8M
- TUDOR INVESTMENT CORP ET AL$4M
Largest adds
- JPMORGAN CHASE & CO$43M
- BARCLAYS PLC$16M
- BANK OF AMERICA CORP /DE/$11M
- UBS Group AG$5M
- CITADEL ADVISORS LLC$5M
- MORGAN STANLEY$4M
Largest trims
- FACTORY MUTUAL INSURANCE CO$19M
- CITIGROUP INC$15M
- GOLDMAN SACHS GROUP INC$15M
- D. E. Shaw & Co., Inc.$12M
- DRW Securities, LLC$7M
- Perbak Capital Partners LLP$6M
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC trimmed | 1,360,163 | $75M | 11.4% | 2026-Q1 |
| MORGAN STANLEY added | 846,348 | $47M | 7.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 791,355 | $43M | 6.6% | 2026-Q1 |
| CITIGROUP INC trimmed | 740,924 | $41M | 6.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 601,829 | $33M | 5.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 551,932 | $30M | 4.6% | 2026-Q1 |
| UBS Group AG added | 369,149 | $20M | 3.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 349,400 | $19M | 2.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 336,516 | $19M | 2.8% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO trimmed | 314,550 | $17M | 2.6% | 2026-Q1 |
| BARCLAYS PLC added | 294,215 | $16M | 2.5% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 286,126 | $16M | 2.4% | 2026-Q1 |
| Perbak Capital Partners LLP trimmed | 208,841 | $11M | 1.8% | 2026-Q1 |
| Aster Capital Management (DIFC) Ltd new | 150,547 | $9M | 1.4% | 2026-Q1 |
| CUMBERLAND ADVISORS INC trimmed | 122,680 | $7M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 113,070 | $6M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 76,911 | $4M | 0.6% | 2026-Q1 |
| Triangle Securities Wealth Management trimmed | 76,126 | $4M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 61,547 | $3M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 59,643 | $3M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 57,354 | $3M | 0.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 50,146 | $3M | 0.4% | 2026-Q1 |
| Walleye Capital LLC added | 49,817 | $3M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 48,435 | $3M | 0.4% | 2026-Q1 |
| TCP Asset Management, LLC added | 44,368 | $2M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 39,809 | $2M | 0.3% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 36,966 | $2M | 0.3% | 2026-Q1 |
| XTX Topco Ltd new | 36,540 | $2M | 0.3% | 2026-Q1 |
| ALTFEST L J & CO INC trimmed | 33,173 | $2M | 0.3% | 2026-Q1 |
| Ellis Investment Partners, LLC trimmed | 25,899 | $1M | 0.2% | 2026-Q1 |
| AMICA MUTUAL INSURANCE CO trimmed | 25,204 | $1M | 0.2% | 2026-Q1 |
| Shaolin Capital Management LLC new | 25,000 | $1M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,231 | $1M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 22,332 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 21,904 | $1M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 20,893 | $1M | 0.2% | 2026-Q1 |
| Spire Wealth Management | 19,794 | $1M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 17,724 | $975K | 0.1% | 2026-Q1 |
| RHODES INVESTMENT ADVISORS INC /ADV trimmed | 17,370 | $955K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 16,416 | $903K | 0.1% | 2026-Q1 |
| FMR LLC added | 16,025 | $881K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 15,992 | $880K | 0.1% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 15,681 | $862K | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 14,017 | $771K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 13,868 | $763K | 0.1% | 2026-Q1 |
| Fairvoy Private Wealth, LLC new | 13,642 | $750K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 13,191 | $726K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 12,574 | $692K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 12,563 | $691K | 0.1% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP added | 12,274 | $675K | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC | 12,000 | $660K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 11,126 | $612K | 0.1% | 2026-Q1 |
| JMAC ENTERPRISES LLC trimmed | 10,556 | $581K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 9,980 | $549K | 0.1% | 2026-Q1 |
| DRW Securities, LLC trimmed | 9,942 | $547K | 0.1% | 2026-Q1 |
| J.Safra Asset Management Corp added | 719,781 | $43M | 6.6% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 251,650 | $15M | 2.3% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 230,474 | $14M | 2.1% | 2025-Q4 stale |
| Balyasny Asset Management L.P. added | 184,674 | $11M | 1.7% | 2025-Q4 stale |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV trimmed | 159,161 | $10M | 1.5% | 2025-Q2 stale |
| Csenge Advisory Group added | 157,159 | $9M | 1.4% | 2025-Q3 stale |
| Jain Global LLC new | 139,119 | $8M | 1.3% | 2025-Q4 stale |
| Chicago Wealth Management, Inc. trimmed | 140,060 | $8M | 1.3% | 2025-Q2 stale |
| Capital Planning Advisors, LLC trimmed | 138,450 | $8M | 1.3% | 2025-Q3 stale |
| SPC Financial, Inc. added | 94,658 | $6M | 0.9% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL | 74,061 | $4M | 0.7% | 2025-Q4 stale |
| Fortis Group Advisors, LLC trimmed | 61,552 | $4M | 0.6% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 55,867 | $3M | 0.5% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC added | 54,449 | $3M | 0.5% | 2025-Q4 stale |
| VICUS CAPITAL added | 52,861 | $3M | 0.5% | 2025-Q2 stale |
| WIN ADVISORS, INC new | 48,974 | $3M | 0.5% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 41,299 | $2M | 0.4% | 2025-Q3 stale |
| Tidal Investments LLC new | 38,126 | $2M | 0.4% | 2025-Q1 stale |
| Jefferies Financial Group Inc. trimmed | 33,786 | $2M | 0.3% | 2025-Q4 stale |
| Navis Wealth Advisors, LLC added | 31,430 | $2M | 0.3% | 2025-Q2 stale |
| Synergy Asset Management, LLC trimmed | 25,428 | $2M | 0.2% | 2025-Q1 stale |
| Tower Research Capital LLC (TRC) trimmed | 25,325 | $2M | 0.2% | 2025-Q4 stale |
| Fulcrum Equity Management trimmed | 24,649 | $1M | 0.2% | 2025-Q2 stale |
| LMR Partners LLP trimmed | 19,582 | $1M | 0.2% | 2025-Q1 stale |
| Baird Financial Group, Inc. trimmed | 18,052 | $1M | 0.2% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 17,863 | $1M | 0.2% | 2025-Q4 stale |
| Lifetime Wealth Management P.C. new | 74 | $1M | 0.2% | 2025-Q4 stale |
| Private Advisor Group, LLC trimmed | 17,504 | $1M | 0.2% | 2025-Q2 stale |
| Clark Capital Management Group, Inc. trimmed | 16,481 | $998K | 0.2% | 2025-Q1 stale |
| 1858 WEALTH MANAGEMENT, LLC added | 15,475 | $924K | 0.1% | 2025-Q2 stale |
| IBEX WEALTH ADVISORS trimmed | 14,684 | $877K | 0.1% | 2025-Q2 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 13,962 | $840K | 0.1% | 2025-Q4 stale |
| Perigon Wealth Management, LLC trimmed | 12,950 | $774K | 0.1% | 2025-Q2 stale |
| BLUE JEAN FINANCIAL LLC new | 12,466 | $750K | 0.1% | 2025-Q4 stale |
| TRUIST FINANCIAL CORP trimmed | 11,960 | $714K | 0.1% | 2025-Q2 stale |
| GWN SECURITIES INC. new | 12,270 | $713K | 0.1% | 2025-Q1 stale |
| Advyzon Investment Management, LLC new | 11,686 | $707K | 0.1% | 2025-Q1 stale |
| BAROMETER CAPITAL MANAGEMENT INC. trimmed | 10,250 | $620K | 0.1% | 2025-Q1 stale |
| COOKSON PEIRCE & CO INC trimmed | 10,186 | $609K | 0.1% | 2025-Q2 stale |
| Q3 Asset Management trimmed | 9,818 | $594K | 0.1% | 2025-Q1 stale |
| Jump Financial, LLC trimmed | 8,978 | $540K | 0.1% | 2025-Q4 stale |
| Hilltop Holdings Inc. trimmed | 8,900 | $532K | 0.1% | 2025-Q2 stale |
| Y-Intercept (Hong Kong) Ltd added | 8,689 | $523K | 0.1% | 2025-Q4 stale |
| CHASE INVESTMENT COUNSEL CORP new | 8,517 | $508K | 0.1% | 2025-Q2 stale |
| HBW ADVISORY SERVICES LLC trimmed | 8,205 | $497K | 0.1% | 2025-Q1 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.