Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
14 tracked funds added or opened KMLM while 8 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
KMLM’s largest tracked holder by dollar value, POTOMAC FUND MANAGEMENT INC /ADV, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp 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 2026-Q1 and 2026-Q2, across 62 tracked filers holding KMLM, 43 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 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 8
- Alliance Wealth Advisors, LLC /UT$7M
- LPL Financial LLC$2M
- Beacon Capital Management, Inc.$2M
- CIBC WORLD MARKET INC.$942K
- SteelPeak Wealth, LLC$924K
- Persium Advisors, LLC$797K
Full exits 6
- POTOMAC FUND MANAGEMENT INC /ADV$28M
- GeoWealth Management, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Ascentis Independent Advisors$976K
- Ferguson Shapiro LLC$859K
- Andina Capital Management, LLC$824K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$3M
- MANNING & NAPIER ADVISORS LLC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- Magnolia Private Wealth, LLC$532K
- ROYAL BANK OF CANADA$367K
- Ascentis Wealth Management, LLC$355K
Largest trims
- Kovack Advisors, Inc.$2M
- Longview Financial Advisors, Inc.$275K
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 |
|---|---|---|---|---|
| Ted Buchan & Co added | 309,090 | $9M | 6.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 304,197 | $8M | 6.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 270,164 | $7M | 5.5% | 2026-Q2 |
| Alliance Wealth Advisors, LLC /UT new | 257,219 | $7M | 5.2% | 2026-Q2 |
| ABBINGTON INVESTMENT GROUP added | 252,724 | $7M | 5.1% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 240,545 | $7M | 4.9% | 2026-Q2 |
| Longview Financial Advisors, Inc. trimmed | 127,935 | $4M | 2.6% | 2026-Q2 |
| Sound Financial Strategies Group, LLC trimmed | 113,028 | $3M | 2.3% | 2026-Q2 |
| Illumine Investment Management, LLC trimmed | 0 | $3M | 2.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 91,204 | $3M | 1.8% | 2026-Q2 |
| CSS LLC/IL added | 80,747 | $2M | 1.6% | 2026-Q2 |
| Latitude Advisors, LLC trimmed | 78,827 | $2M | 1.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 72,917 | $2M | 1.5% | 2026-Q2 |
| LPL Financial LLC new | 59,746 | $2M | 1.2% | 2026-Q2 |
| Magnolia Private Wealth, LLC added | 104,924 | $2M | 1.2% | 2026-Q2 |
| Beacon Capital Management, Inc. new | 55,464 | $2M | 1.1% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 1,189,735 | $2M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 52,880 | $1M | 1.1% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 44,907 | $1M | 0.9% | 2026-Q2 |
| NVWM, LLC trimmed | 41,195 | $1M | 0.8% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 34,215 | $942K | 0.7% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 33,581 | $924K | 0.7% | 2026-Q2 |
| Fermata Advisors, LLC added | 30,837 | $849K | 0.6% | 2026-Q2 |
| Persium Advisors, LLC new | 28,950 | $797K | 0.6% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 27,068 | $745K | 0.5% | 2026-Q2 |
| Altiora Financial Group, LLC added | 23,975 | $660K | 0.5% | 2026-Q2 |
| FMA Wealth Management, LLC trimmed | 22,765 | $627K | 0.5% | 2026-Q2 |
| Atria Investments, Inc added | 21,901 | $603K | 0.4% | 2026-Q2 |
| WFA of San Diego, LLC added | 18,111 | $522K | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 18,394 | $506K | 0.4% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 18,095 | $498K | 0.4% | 2026-Q2 |
| Blueprint Financial Advisors LLC added | 17,979 | $495K | 0.4% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 17,979 | $495K | 0.4% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 16,839 | $463K | 0.3% | 2026-Q2 |
| Creative Planning new | 15,453 | $425K | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 15,135 | $417K | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 14,913 | $410K | 0.3% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 13,789 | $379K | 0.3% | 2026-Q2 |
| Claro Advisors Inc. new | 13,278 | $365K | 0.3% | 2026-Q2 |
| INVESTED ADVISORS new | 12,929 | $356K | 0.3% | 2026-Q2 |
| PFG Investments, LLC trimmed | 10,212 | $281K | 0.2% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 9,850 | $277K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 9,761 | $269K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 9,221 | $254K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC new | 8,525 | $235K | 0.2% | 2026-Q2 |
| IPG Investment Advisors LLC | 8,048 | $221K | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd new | 7,413 | $204K | 0.1% | 2026-Q2 |
| UBS Group AG added | 3,705 | $102K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,138 | $59K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 1,635 | $45K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 636 | $18K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 624 | $17K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 408 | $11K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 298 | $8K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 130 | $4K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 121 | $3K | 0.0% | 2026-Q2 |
| NBT BANK, N.A. | 120 | $3K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 103 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 48 | $1K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 12 | $328 | 0.0% | 2026-Q2 |
| Creative Capital Management Investments LLC | 4 | $110 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $52 | 0.0% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV new | 995,402 | $28M | 20.6% | 2026-Q1 stale (1 quarter behind) |
| GeoWealth Management, LLC new | 93,321 | $3M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,970 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 34,595 | $976K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Ferguson Shapiro LLC new | 30,450 | $859K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Andina Capital Management, LLC trimmed | 29,225 | $824K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Signal Advisors Wealth, LLC new | 13,055 | $368K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Worth Asset Management, LLC new | 9,664 | $273K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 5,059 | $143K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 655 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 126,051 | $3M | 2.4% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC trimmed | 16,834 | $437K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| KITCHING PARTNERS, LLC trimmed | 15,380 | $399K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Tactive Advisors, LLC trimmed | 14,418 | $374K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Signet Private Wealth LLC new | 9,926 | $258K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| PFG Advisors trimmed | 9,753 | $253K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| NATIONAL BANK OF CANADA /FI/ trimmed | 400 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Salomon & Ludwin, LLC new | 61 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wealthcare Advisory Partners LLC added | 97,110 | $3M | 1.9% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 68,797 | $2M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| Wealthcare Capital Partners, LLC added | 38,292 | $1M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Dynamic Advisor Solutions LLC added | 29,473 | $794K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,438 | $712K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Frontier Asset Management, LLC trimmed | 20,529 | $553K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| WEALTHCARE CAPITAL MANAGEMENT LLC trimmed | 7,771 | $209K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| EverSource Wealth Advisors, LLC new | 3,898 | $105K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 1,727 | $47K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Essential Partners LLC | 51 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| INTEGRITY ALLIANCE, LLC. new | 14,098 | $372K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP trimmed | 10,446 | $275K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| TWO SIGMA SECURITIES, LLC trimmed | 7,803 | $206K | 0.2% | 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.