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Institutional Ownership · SEC Form 13F

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.

303
Institutional holders
38,621,616
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed5,556,373$271M14.6%2026-Q1
MORGAN STANLEY added5,464,054$266M14.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed3,212,755$156M8.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,287,931$111M6.0%2026-Q1
UBS Group AG trimmed2,079,331$101M5.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,338,564$65M3.5%2026-Q1
TRUIST FINANCIAL CORP added1,201,943$59M3.2%2026-Q1
ROYAL BANK OF CANADA added1,187,254$58M3.1%2026-Q1
Cetera Investment Advisers added1,071,859$52M2.8%2026-Q1
Wagner Wealth Management, LLC trimmed510,992$25M1.3%2026-Q1
Capital Investment Advisors, LLC trimmed509,591$25M1.3%2026-Q1
PSI Advisors, LLC added507,545$25M1.3%2026-Q1
Arkadios Wealth Advisors added506,073$25M1.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed436,738$21M1.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed397,008$19M1.0%2026-Q1
Rockefeller Capital Management L.P. added389,401$19M1.0%2026-Q1
Kestra Advisory Services, LLC added387,493$19M1.0%2026-Q1
Janney Montgomery Scott LLC added385,974$19M1.0%2026-Q1
Flaharty Asset Management, LLC added359,204$17M0.9%2026-Q1
Brookstone Capital Management added334,232$16M0.9%2026-Q1
STIFEL FINANCIAL CORP added324,610$16M0.9%2026-Q1
Steward Partners Investment Advisory, LLC added298,217$15M0.8%2026-Q1
Solitude Financial Services added272,015$13M0.7%2026-Q1
Curran Financial Partners, LLC added269,732$13M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed263,944$13M0.7%2026-Q1
SlateStone Wealth, LLC added259,911$13M0.7%2026-Q1
Compass Financial Services Inc trimmed257,645$13M0.7%2026-Q1
&PARTNERS trimmed208,412$10M0.5%2026-Q1
Independent Advisor Alliance added197,346$10M0.5%2026-Q1
Symphony Financial Services, Inc. added196,035$10M0.5%2026-Q1
HARBOUR INVESTMENTS, INC. added194,480$9M0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed186,568$9M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added174,273$8M0.5%2026-Q1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added168,898$8M0.4%2026-Q1
Argent Advisors, Inc. added163,926$8M0.4%2026-Q1
Private Advisor Group, LLC trimmed160,658$8M0.4%2026-Q1
PRINCIPAL SECURITIES, INC. added154,675$8M0.4%2026-Q1
Atlas Private Wealth Advisors trimmed148,024$7M0.4%2026-Q1
Integrated Wealth Concepts LLC trimmed144,325$7M0.4%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed137,122$7M0.4%2026-Q1
Snowden Capital Advisors LLC added130,802$6M0.3%2026-Q1
Baird Financial Group, Inc. added122,947$6M0.3%2026-Q1
PARK AVENUE SECURITIES LLC added120,998$6M0.3%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added116,141$6M0.3%2026-Q1
Triad Wealth Partners, LLC added107,125$5M0.3%2026-Q1
Indivisible Partners added102,589$5M0.3%2026-Q1
Gateway Wealth Partners, LLC added99,814$5M0.3%2026-Q1
MILESTONE ASSET MANAGEMENT, LLC added98,779$5M0.3%2026-Q1
Hilton Head Capital Partners, LLC added98,607$5M0.3%2026-Q1
Prospera Financial Services Inc added96,432$5M0.3%2026-Q1
PFS Partners, LLC added96,281$5M0.3%2026-Q1
HighTower Advisors, LLC trimmed94,826$5M0.2%2026-Q1
Z3 Capital Partners, LLC trimmed88,615$4M0.2%2026-Q1
Pinnacle Financial Partners, Inc. added88,382$4M0.2%2026-Q1
TKG Advisors, LLC added88,388$4M0.2%2026-Q1
Farther Finance Advisors, LLC trimmed87,701$4M0.2%2026-Q1
OneDigital Investment Advisors LLC trimmed82,386$4M0.2%2026-Q1
Teamwork Financial Advisors, LLC added82,007$4M0.2%2026-Q1
Next Level Private LLC added81,383$4M0.2%2026-Q1
JANE STREET GROUP, LLC added79,409$4M0.2%2026-Q1
RFG Advisory, LLC added79,302$4M0.2%2026-Q1
Concurrent Investment Advisors, LLC trimmed78,091$4M0.2%2026-Q1
D.A. DAVIDSON & CO. added77,532$4M0.2%2026-Q1
Arax Advisory Partners added76,246$4M0.2%2026-Q1
RETIREMENT GUYS FORMULA LLC added75,392$4M0.2%2026-Q1
Mariner, LLC trimmed75,141$4M0.2%2026-Q1
G&S Capital LLC added73,615$4M0.2%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added69,368$3M0.2%2026-Q1
Foundations Investment Advisors, LLC added69,012$3M0.2%2026-Q1
Focus Partners Wealth added62,085$3M0.2%2026-Q1
Triumph Capital Management added61,307$3M0.2%2026-Q1
CITIGROUP INC new60,887$3M0.2%2026-Q1
Beacon Pointe Advisors, LLC added59,927$3M0.2%2026-Q1
Raab & Moskowitz Asset Management LLC added59,162$3M0.2%2026-Q1
Proactive Wealth Strategies LLC added57,797$3M0.2%2026-Q1
NewEdge Wealth, LLC57,700$3M0.2%2026-Q1
IFP Advisors, Inc trimmed57,482$3M0.2%2026-Q1
Gerald Baker Financial Group LLC new56,462$3M0.1%2026-Q1
Strategic Financial Concepts, LLC added56,357$3M0.1%2026-Q1
Gladstone Institutional Advisory LLC added56,278$3M0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added55,793$3M0.1%2026-Q1
Econ Financial Services Corp trimmed53,778$3M0.1%2026-Q1
Sequent Planning LLC added52,423$3M0.1%2026-Q1
Elevated Capital Advisors, LLC added50,656$2M0.1%2026-Q1
Signal Advisors Wealth, LLC added324,613$16M0.9%2025-Q2 stale
Coppell Advisory Solutions LLC added285,021$14M0.8%2025-Q4 stale
Foguth Wealth Management, LLC. trimmed197,740$10M0.5%2025-Q4 stale
Alpha Omega Group, Inc. added176,679$9M0.5%2025-Q1 stale
TOWNSQUARE CAPITAL LLC trimmed139,406$7M0.4%2025-Q1 stale
Bullseye Investment Management, LLC137,114$7M0.4%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. trimmed138,682$7M0.4%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed128,506$6M0.3%2025-Q2 stale
SYNOVUS FINANCIAL CORP trimmed124,439$6M0.3%2025-Q3 stale
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added81,700$4M0.2%2025-Q1 stale
ZEGA Investments, LLC new77,773$4M0.2%2025-Q2 stale
Good Life Advisors, LLC trimmed70,114$3M0.2%2025-Q2 stale
PCG Wealth Advisors, LLC trimmed61,509$3M0.2%2025-Q1 stale
Holcombe Financial, Inc. added61,997$3M0.2%2025-Q2 stale
Invst, LLC trimmed56,708$3M0.2%2025-Q2 stale
Hobart Private Capital, LLC added50,708$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership