Who owns KOID
Which tracked institutional funds hold KOID, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KOID 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
The tracked-fund tape on KOID is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 7 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
KOID’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes KOID more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KOID 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 63 tracked filers holding KOID, 48 increased or opened the position and 15 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 KOID 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 11
- STANSBERRY ASSET MANAGEMENT, LLC$6M
- Quadrature Capital Ltd$3M
- Sumitomo Mitsui Trust Group, Inc.$3M
- Moran Wealth Management, LLC$2M
- MONECO ADVISORS, LLC$2M
- WJ Wealth Management, LLC$2M
Full exits 5
- HighTower Advisors, LLC$2M
- Massar Capital Management, LP$2M
- JANE STREET GROUP, LLC$1M
- Patriot Financial Group Insurance Agency, LLC$734K
- CITADEL ADVISORS LLC$689K
Largest adds
- LPL Financial LLC$11M
- KICKSTAND VENTURES, LLC.$2M
- Private Advisor Group, LLC$2M
- Focus Partners Wealth$809K
- Ankerstar Wealth, LLC$760K
- Prime Capital Investment Advisors, LLC$658K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$707K
- NATIONAL BANK OF CANADA /FI/$633K
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 added | 297,179 | $12M | 16.6% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. trimmed | 201,178 | $8M | 11.2% | 2026-Q2 |
| STANSBERRY ASSET MANAGEMENT, LLC new | 140,017 | $6M | 7.8% | 2026-Q2 |
| Quadrature Capital Ltd new | 69,008 | $3M | 3.9% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 67,338 | $3M | 3.8% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 65,904 | $3M | 3.7% | 2026-Q2 |
| Moran Wealth Management, LLC new | 56,157 | $2M | 3.1% | 2026-Q2 |
| Ankerstar Wealth, LLC added | 53,421 | $2M | 3.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 52,248 | $2M | 2.9% | 2026-Q2 |
| Spectrum Strategic Capital Management, LLC trimmed | 47,551 | $2M | 2.7% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 45,905 | $2M | 2.6% | 2026-Q2 |
| WJ Wealth Management, LLC new | 42,523 | $2M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 40,907 | $2M | 2.3% | 2026-Q2 |
| DRW Securities, LLC | 40,077 | $2M | 2.2% | 2026-Q2 |
| CORRADO ADVISORS, LLC new | 35,877 | $1M | 2.0% | 2026-Q2 |
| Focus Partners Wealth added | 25,329 | $1M | 1.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 23,300 | $960K | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 20,554 | $847K | 1.1% | 2026-Q2 |
| Solstein Capital, LLC | 18,676 | $770K | 1.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC | 17,701 | $730K | 1.0% | 2026-Q2 |
| Elevate Capital Advisors, LLC new | 14,029 | $578K | 0.8% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 13,705 | $565K | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 13,200 | $544K | 0.7% | 2026-Q2 |
| Realta Investment Advisors new | 13,063 | $538K | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,092 | $416K | 0.6% | 2026-Q2 |
| Brookwood Investment Group LLC added | 9,905 | $408K | 0.6% | 2026-Q2 |
| Capital Asset Advisory Services LLC new | 9,495 | $391K | 0.5% | 2026-Q2 |
| MORGAN STANLEY added | 9,110 | $376K | 0.5% | 2026-Q2 |
| GRIFFIN ASSET MANAGEMENT, INC. added | 8,540 | $352K | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 7,405 | $305K | 0.4% | 2026-Q2 |
| AlTi Global, Inc. new | 7,150 | $295K | 0.4% | 2026-Q2 |
| Strive Financial Group ,LLC new | 7,121 | $294K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 6,881 | $284K | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 6,855 | $283K | 0.4% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 6,852 | $281K | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 6,282 | $259K | 0.4% | 2026-Q2 |
| Avior Wealth Management, LLC new | 6,110 | $252K | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. new | 5,892 | $243K | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 5,732 | $236K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 5,002 | $206K | 0.3% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. new | 5,000 | $206K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,679 | $152K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 3,653 | $151K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 2,115 | $87K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 1,333 | $55K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 897 | $37K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 850 | $34K | 0.0% | 2026-Q2 |
| Chung Wu Investment Group, LLC | 800 | $33K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 644 | $27K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC new | 480 | $20K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 375 | $15K | 0.0% | 2026-Q2 |
| LFA - Lugano Financial Advisors SA | 273 | $11K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 245 | $10K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 230 | $9K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC new | 225 | $9K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC new | 150 | $6K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC new | 100 | $4K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 80 | $3K | 0.0% | 2026-Q2 |
| FMR LLC new | 52 | $2K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. new | 50 | $2K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 38 | $2K | 0.0% | 2026-Q2 |
| Aspect Partners, LLC added | 32 | $1K | 0.0% | 2026-Q2 |
| Essential Investment Partners LLC | 10 | $412 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 67,394 | $2M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| Massar Capital Management, LP | 55,000 | $2M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 35,316 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Patriot Financial Group Insurance Agency, LLC added | 23,540 | $734K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 22,072 | $689K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 4,823 | $150K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 100 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NKCFO LLC new | 26,800 | $854K | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Waratah Capital Advisors Ltd. | 12,525 | $399K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC new | 943 | $30K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC added | 30,409 | $976K | 1.3% | 2025-Q3 stale (3 quarters behind) |
| ORACLE INVESTMENT MANAGEMENT INC new | 22,400 | $719K | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC new | 7,473 | $240K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 2,197 | $70K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 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.