Who owns KMID
Which tracked institutional funds hold KMID, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KMID company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened KMID while 2 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
KMID’s largest tracked holder by dollar value, Allegheny Financial Group, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KMID 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 16 tracked filers holding KMID, 12 increased or opened the position and 5 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 KMID 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.
Largest adds
- LPL Financial LLC$5M
- Allegheny Financial Group$3M
- Keystone Financial Services, LLC$430K
Largest trims
- New Insight Wealth Advisors$1M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$1M
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 |
|---|---|---|---|---|
| Allegheny Financial Group added | 726,233 | $18M | 41.9% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 241,418 | $6M | 13.9% | 2026-Q2 |
| LPL Financial LLC added | 210,831 | $5M | 12.2% | 2026-Q2 |
| Keystone Financial Services, LLC added | 198,858 | $5M | 11.5% | 2026-Q2 |
| New Insight Wealth Advisors trimmed | 175,559 | $4M | 10.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 19,736 | $495K | 1.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 19,447 | $488K | 1.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 13,255 | $333K | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,811 | $246K | 0.6% | 2026-Q2 |
| World Investment Advisors | 10,150 | $242K | 0.6% | 2026-Q2 |
| Advisory Resource Group added | 8,655 | $217K | 0.5% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 7,167 | $180K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,700 | $43K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,200 | $30K | 0.1% | 2026-Q2 |
| UBS Group AG added | 786 | $20K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 593 | $15K | 0.0% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. | 849 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY trimmed | 804 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 487 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,274 | $525K | 1.2% | 2025-Q3 stale (3 quarters behind) |
| CLG LLC new | 66,093 | $2M | 3.8% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.