Who owns KNG (KNG)
Which tracked institutional funds hold KNG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KNG 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
52 tracked funds added or opened KNG while 55 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
KNG’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes KNG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KNG 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 303 tracked filers holding KNG, 151 increased or opened the position and 166 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 KNG 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
- PARK AVENUE SECURITIES LLC$6M
- CITIGROUP INC$3M
- Gerald Baker Financial Group LLC$3M
- Strategic Financial Concepts, LLC$3M
- TCFG Investment Advisors, LLC$1M
Full exits 15
- Coppell Advisory Solutions LLC$14M
- Foguth Wealth Management, LLC.$10M
- Hobart Private Capital, LLC$2M
- J.W. COLE ADVISORS, INC.$2M
- Motiv8 Investments LLC$2M
- BANK OF AMERICA CORP /DE/$2M
Largest adds
- Arkadios Wealth Advisors$21M
- Independent Advisor Alliance$8M
- PRINCIPAL SECURITIES, INC.$7M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$6M
- RAYMOND JAMES FINANCIAL INC$6M
- Steward Partners Investment Advisory, LLC$5M
Largest trims
- WELLS FARGO & COMPANY/MN$11M
- LPL Financial LLC$9M
- OSAIC HOLDINGS, INC.$8M
- NewEdge Advisors, LLC$5M
- Tandem Financial, LLC$5M
- Compass Financial Services Inc$5M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 5,556,373 | $271M | 14.6% | 2026-Q1 |
| MORGAN STANLEY added | 5,464,054 | $266M | 14.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,212,755 | $156M | 8.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,287,931 | $111M | 6.0% | 2026-Q1 |
| UBS Group AG trimmed | 2,079,331 | $101M | 5.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,338,564 | $65M | 3.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,201,943 | $59M | 3.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,187,254 | $58M | 3.1% | 2026-Q1 |
| Cetera Investment Advisers added | 1,071,859 | $52M | 2.8% | 2026-Q1 |
| Wagner Wealth Management, LLC trimmed | 510,992 | $25M | 1.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 509,591 | $25M | 1.3% | 2026-Q1 |
| PSI Advisors, LLC added | 507,545 | $25M | 1.3% | 2026-Q1 |
| Arkadios Wealth Advisors added | 506,073 | $25M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 436,738 | $21M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 397,008 | $19M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 389,401 | $19M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 387,493 | $19M | 1.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 385,974 | $19M | 1.0% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 359,204 | $17M | 0.9% | 2026-Q1 |
| Brookstone Capital Management added | 334,232 | $16M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 324,610 | $16M | 0.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 298,217 | $15M | 0.8% | 2026-Q1 |
| Solitude Financial Services added | 272,015 | $13M | 0.7% | 2026-Q1 |
| Curran Financial Partners, LLC added | 269,732 | $13M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 263,944 | $13M | 0.7% | 2026-Q1 |
| SlateStone Wealth, LLC added | 259,911 | $13M | 0.7% | 2026-Q1 |
| Compass Financial Services Inc trimmed | 257,645 | $13M | 0.7% | 2026-Q1 |
| &PARTNERS trimmed | 208,412 | $10M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 197,346 | $10M | 0.5% | 2026-Q1 |
| Symphony Financial Services, Inc. added | 196,035 | $10M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 194,480 | $9M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 186,568 | $9M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 174,273 | $8M | 0.5% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 168,898 | $8M | 0.4% | 2026-Q1 |
| Argent Advisors, Inc. added | 163,926 | $8M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 160,658 | $8M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 154,675 | $8M | 0.4% | 2026-Q1 |
| Atlas Private Wealth Advisors trimmed | 148,024 | $7M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 144,325 | $7M | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 137,122 | $7M | 0.4% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 130,802 | $6M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 122,947 | $6M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 120,998 | $6M | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 116,141 | $6M | 0.3% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 107,125 | $5M | 0.3% | 2026-Q1 |
| Indivisible Partners added | 102,589 | $5M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 99,814 | $5M | 0.3% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC added | 98,779 | $5M | 0.3% | 2026-Q1 |
| Hilton Head Capital Partners, LLC added | 98,607 | $5M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 96,432 | $5M | 0.3% | 2026-Q1 |
| PFS Partners, LLC added | 96,281 | $5M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 94,826 | $5M | 0.2% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 88,615 | $4M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 88,382 | $4M | 0.2% | 2026-Q1 |
| TKG Advisors, LLC added | 88,388 | $4M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 87,701 | $4M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 82,386 | $4M | 0.2% | 2026-Q1 |
| Teamwork Financial Advisors, LLC added | 82,007 | $4M | 0.2% | 2026-Q1 |
| Next Level Private LLC added | 81,383 | $4M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 79,409 | $4M | 0.2% | 2026-Q1 |
| RFG Advisory, LLC added | 79,302 | $4M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 78,091 | $4M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 77,532 | $4M | 0.2% | 2026-Q1 |
| Arax Advisory Partners added | 76,246 | $4M | 0.2% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC added | 75,392 | $4M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 75,141 | $4M | 0.2% | 2026-Q1 |
| G&S Capital LLC added | 73,615 | $4M | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 69,368 | $3M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 69,012 | $3M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 62,085 | $3M | 0.2% | 2026-Q1 |
| Triumph Capital Management added | 61,307 | $3M | 0.2% | 2026-Q1 |
| CITIGROUP INC new | 60,887 | $3M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 59,927 | $3M | 0.2% | 2026-Q1 |
| Raab & Moskowitz Asset Management LLC added | 59,162 | $3M | 0.2% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 57,797 | $3M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC | 57,700 | $3M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 57,482 | $3M | 0.2% | 2026-Q1 |
| Gerald Baker Financial Group LLC new | 56,462 | $3M | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 56,357 | $3M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 56,278 | $3M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 55,793 | $3M | 0.1% | 2026-Q1 |
| Econ Financial Services Corp trimmed | 53,778 | $3M | 0.1% | 2026-Q1 |
| Sequent Planning LLC added | 52,423 | $3M | 0.1% | 2026-Q1 |
| Elevated Capital Advisors, LLC added | 50,656 | $2M | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 324,613 | $16M | 0.9% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 285,021 | $14M | 0.8% | 2025-Q4 stale |
| Foguth Wealth Management, LLC. trimmed | 197,740 | $10M | 0.5% | 2025-Q4 stale |
| Alpha Omega Group, Inc. added | 176,679 | $9M | 0.5% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 139,406 | $7M | 0.4% | 2025-Q1 stale |
| Bullseye Investment Management, LLC | 137,114 | $7M | 0.4% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 138,682 | $7M | 0.4% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 128,506 | $6M | 0.3% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP trimmed | 124,439 | $6M | 0.3% | 2025-Q3 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 81,700 | $4M | 0.2% | 2025-Q1 stale |
| ZEGA Investments, LLC new | 77,773 | $4M | 0.2% | 2025-Q2 stale |
| Good Life Advisors, LLC trimmed | 70,114 | $3M | 0.2% | 2025-Q2 stale |
| PCG Wealth Advisors, LLC trimmed | 61,509 | $3M | 0.2% | 2025-Q1 stale |
| Holcombe Financial, Inc. added | 61,997 | $3M | 0.2% | 2025-Q2 stale |
| Invst, LLC trimmed | 56,708 | $3M | 0.2% | 2025-Q2 stale |
| Hobart Private Capital, LLC added | 50,708 | $2M | 0.1% | 2025-Q4 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.