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-Q1 13F filings (latest filed 2026-05-15). 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
The tracked-fund tape on KMID is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 3 trimmed or exited — on balance reducing.
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 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp 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 2025-Q4 and 2026-Q1, across 14 tracked filers holding KMID, 6 increased or opened the position and 8 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 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.
Largest adds
- Allegheny Financial Group$4M
Largest trims
- Advisory Resource Group$664K
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$625K
- MORGAN STANLEY$299K
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 | 620,374 | $15M | 40.3% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 300,645 | $7M | 19.5% | 2026-Q1 |
| New Insight Wealth Advisors trimmed | 240,487 | $6M | 15.6% | 2026-Q1 |
| Keystone Financial Services, LLC added | 191,202 | $5M | 12.4% | 2026-Q1 |
| LPL Financial LLC new | 16,071 | $383K | 1.0% | 2026-Q1 |
| STEPHENS INC /AR/ added | 12,430 | $296K | 0.8% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 10,338 | $246K | 0.7% | 2026-Q1 |
| World Investment Advisors new | 10,150 | $242K | 0.7% | 2026-Q1 |
| Advisory Resource Group trimmed | 8,647 | $206K | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,700 | $41K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 575 | $23K | 0.1% | 2026-Q1 |
| ARVEST INVESTMENTS, INC. | 849 | $20K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 804 | $19K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 487 | $12K | 0.0% | 2026-Q1 |
| CLG LLC new | 66,093 | $2M | 4.5% | 2025-Q2 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,274 | $525K | 1.4% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 20,415 | $504K | 1.4% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 11,002 | $276K | 0.8% | 2025-Q2 stale |
| OSAIC HOLDINGS, INC. trimmed | 1,300 | $32K | 0.1% | 2025-Q4 stale |
| UBS Group AG trimmed | 302 | $7K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.