Who owns KMLM (KMLM)
Which tracked institutional funds hold KMLM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KMLM 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
The tracked-fund tape on KMLM is one-sided between 2025-Q4 and 2026-Q1: 17 added or opened and 2 trimmed or exited — on balance accumulating.
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
KMLM’s largest tracked holder by dollar value, POTOMAC FUND MANAGEMENT INC /ADV, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KMLM 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 50 tracked filers holding KMLM, 32 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 KMLM 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 5
- POTOMAC FUND MANAGEMENT INC /ADV$28M
- GeoWealth Management, LLC$3M
- Kovack Advisors, Inc.$2M
- Ascentis Independent Advisors$976K
- Ferguson Shapiro LLC$859K
Full exits 1
- JANE STREET GROUP, LLC$3M
Largest adds
- MANNING & NAPIER ADVISORS LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- ABBINGTON INVESTMENT GROUP$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Ted Buchan & Co$1M
- Sound Financial Strategies Group, LLC$1M
Largest trims
- NVWM, LLC$352K
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 |
|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV new | 995,402 | $28M | 22.4% | 2026-Q1 |
| Ted Buchan & Co added | 307,401 | $9M | 6.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 256,612 | $7M | 5.8% | 2026-Q1 |
| ABBINGTON INVESTMENT GROUP added | 243,944 | $7M | 5.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 164,071 | $5M | 3.7% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 159,971 | $5M | 3.6% | 2026-Q1 |
| Longview Financial Advisors, Inc. added | 134,613 | $4M | 3.0% | 2026-Q1 |
| Sound Financial Strategies Group, LLC added | 113,040 | $3M | 2.5% | 2026-Q1 |
| Illumine Investment Management, LLC added | 109,677 | $3M | 2.5% | 2026-Q1 |
| GeoWealth Management, LLC new | 93,321 | $3M | 2.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 90,466 | $3M | 2.0% | 2026-Q1 |
| Latitude Advisors, LLC added | 79,276 | $2M | 1.8% | 2026-Q1 |
| CSS LLC/IL | 78,027 | $2M | 1.8% | 2026-Q1 |
| Kovack Advisors, Inc. new | 71,419 | $2M | 1.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 69,139 | $2M | 1.6% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 45,858 | $1M | 1.0% | 2026-Q1 |
| NVWM, LLC trimmed | 41,764 | $1M | 0.9% | 2026-Q1 |
| Ascentis Wealth Management, LLC added | 40,853 | $1M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 38,579 | $1M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,970 | $1M | 0.9% | 2026-Q1 |
| Magnolia Private Wealth, LLC added | 84,715 | $1M | 0.8% | 2026-Q1 |
| Ascentis Independent Advisors new | 34,595 | $976K | 0.8% | 2026-Q1 |
| Ferguson Shapiro LLC new | 30,450 | $859K | 0.7% | 2026-Q1 |
| Fermata Advisors, LLC added | 29,342 | $827K | 0.7% | 2026-Q1 |
| Andina Capital Management, LLC trimmed | 29,225 | $824K | 0.7% | 2026-Q1 |
| FMA Wealth Management, LLC | 22,954 | $647K | 0.5% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 20,443 | $577K | 0.5% | 2026-Q1 |
| Atria Investments, Inc trimmed | 18,207 | $513K | 0.4% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 18,149 | $512K | 0.4% | 2026-Q1 |
| WFA of San Diego, LLC added | 16,904 | $477K | 0.4% | 2026-Q1 |
| Altiora Financial Group, LLC new | 16,250 | $458K | 0.4% | 2026-Q1 |
| Blueprint Investment Partners LLC trimmed | 13,470 | $380K | 0.3% | 2026-Q1 |
| Blueprint Financial Advisors LLC trimmed | 13,470 | $380K | 0.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC new | 13,055 | $368K | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 12,713 | $359K | 0.3% | 2026-Q1 |
| PFG Investments, LLC trimmed | 10,870 | $307K | 0.2% | 2026-Q1 |
| Worth Asset Management, LLC added | 9,664 | $273K | 0.2% | 2026-Q1 |
| IPG Investment Advisors LLC | 8,048 | $227K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 5,059 | $143K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,318 | $65K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 655 | $18K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP | 408 | $12K | 0.0% | 2026-Q1 |
| UBS Group AG added | 400 | $11K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. | 298 | $8K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 120 | $3K | 0.0% | 2026-Q1 |
| NBT BANK N A /NY new | 120 | $3K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 26 | $733 | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 6 | $169 | 0.0% | 2026-Q1 |
| Creative Capital Management Investments LLC | 4 | $113 | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1 | $54 | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 126,051 | $3M | 2.6% | 2025-Q4 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC added | 98,098 | $3M | 2.1% | 2025-Q1 stale |
| PMV Capital Advisers, LLC added | 96,016 | $3M | 2.1% | 2025-Q1 stale |
| Wealthcare Advisory Partners LLC added | 97,110 | $3M | 2.1% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC trimmed | 83,916 | $2M | 1.8% | 2025-Q1 stale |
| GWN SECURITIES INC. new | 82,540 | $2M | 1.8% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 68,797 | $2M | 1.5% | 2025-Q3 stale |
| Wealthcare Capital Partners, LLC added | 38,292 | $1M | 0.8% | 2025-Q3 stale |
| Dynamic Advisor Solutions LLC added | 29,473 | $794K | 0.6% | 2025-Q3 stale |
| Naviter Wealth, LLC added | 27,574 | $757K | 0.6% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,438 | $712K | 0.6% | 2025-Q3 stale |
| Frontier Asset Management, LLC trimmed | 20,529 | $553K | 0.4% | 2025-Q3 stale |
| Cetera Investment Advisers trimmed | 17,356 | $458K | 0.4% | 2025-Q2 stale |
| ORG Partners LLC trimmed | 16,834 | $437K | 0.3% | 2025-Q4 stale |
| Hilltop Holdings Inc. | 15,252 | $416K | 0.3% | 2025-Q1 stale |
| KITCHING PARTNERS, LLC trimmed | 15,380 | $399K | 0.3% | 2025-Q4 stale |
| Tactive Advisors, LLC trimmed | 14,418 | $374K | 0.3% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. new | 14,098 | $372K | 0.3% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 10,446 | $275K | 0.2% | 2025-Q2 stale |
| Signet Private Wealth LLC new | 9,926 | $258K | 0.2% | 2025-Q4 stale |
| PFG Advisors trimmed | 9,753 | $253K | 0.2% | 2025-Q4 stale |
| WEALTHCARE CAPITAL MANAGEMENT LLC trimmed | 7,771 | $209K | 0.2% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 7,803 | $206K | 0.2% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ added | 7,057 | $193K | 0.2% | 2025-Q1 stale |
| EverSource Wealth Advisors, LLC new | 3,898 | $105K | 0.1% | 2025-Q3 stale |
| Sound Income Strategies, LLC new | 2,883 | $79K | 0.1% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. | 1,727 | $47K | 0.0% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC added | 985 | $26K | 0.0% | 2025-Q4 stale |
| NATIONAL BANK OF CANADA /FI/ trimmed | 400 | $10K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 259 | $7K | 0.0% | 2025-Q4 stale |
| Salomon & Ludwin, LLC new | 61 | $2K | 0.0% | 2025-Q4 stale |
| Essential Partners LLC | 51 | $1K | 0.0% | 2025-Q3 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.