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Institutional Ownership · SEC Form 13F

Who owns KOMP (KOMP)


Which tracked institutional funds hold KOMP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KOMP 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.

152
Institutional holders
35,254,457
Shares held (tracked funds)

How the tape is positioned

11 tracked funds added or opened KOMP while 17 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

KOMP’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in KOMP 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 152 tracked filers holding KOMP, 75 increased or opened the position and 64 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 KOMP 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 4

  • Private Advisory Group LLC$3M
  • Cerity Partners LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$607K
  • Tower Research Capital LLC (TRC)$512K

Full exits 3

  • MOULTON WEALTH MANAGEMENT, INC$12M
  • BNP PARIBAS FINANCIAL MARKETS$2M
  • SOL Capital Management CO$1M

Largest adds

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
  • GOLDMAN SACHS GROUP INC$3M
  • CITADEL ADVISORS LLC$2M
  • UBS Group AG$1M
  • Cambridge Investment Research Advisors, Inc.$845K
  • One Capital Management, LLC$798K

Largest trims

  • Financial Engines Advisors L.L.C.$50M
  • Strategic Advocates LLC$34M
  • WELLS FARGO & COMPANY/MN$4M
  • MIDLAND WEALTH ADVISORS, LLC$3M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
  • Betterment LLC$2M

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
Financial Engines Advisors L.L.C. trimmed29,594,305$1.7B82.5%2026-Q1
Betterment LLC trimmed1,485,819$87M4.1%2026-Q1
MIDLAND WEALTH ADVISORS, LLC trimmed1,116,494$65M3.1%2026-Q1
MORGAN STANLEY added247,468$14M0.7%2026-Q1
Baird Financial Group, Inc. added228,080$13M0.6%2026-Q1
SAVA PENZISKO DRUSHTVO A.D. SKOPJE165,825$10M0.5%2026-Q1
Mariner, LLC trimmed152,233$9M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed142,498$8M0.4%2026-Q1
LPL Financial LLC trimmed134,080$8M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added117,398$7M0.3%2026-Q1
Aptus Capital Advisors, LLC added100,466$6M0.3%2026-Q1
Financial Guidance Group, Inc. added100,466$6M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added99,018$6M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added92,875$5M0.3%2026-Q1
Towerpoint Wealth, LLC trimmed81,431$5M0.2%2026-Q1
MGO ONE SEVEN LLC added70,227$4M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added67,030$4M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed64,026$4M0.2%2026-Q1
CWM, LLC added62,534$4M0.2%2026-Q1
Private Advisory Group LLC new56,670$3M0.2%2026-Q1
Financial Enhancement Group LLC added49,527$3M0.2%2026-Q1
KINTRA WEALTH, LLC trimmed53,277$3M0.1%2026-Q1
CITADEL ADVISORS LLC added49,520$3M0.1%2026-Q1
Wealthcare Advisory Partners LLC added47,487$3M0.1%2026-Q1
AMERIPRISE FINANCIAL INC added36,842$2M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed36,673$2M0.1%2026-Q1
Austin Wealth Management, LLC trimmed32,891$2M0.1%2026-Q1
UBS Group AG added33,144$2M0.1%2026-Q1
Geneos Wealth Management Inc. added32,448$2M0.1%2026-Q1
HighTower Advisors, LLC added31,305$2M0.1%2026-Q1
PENOBSCOT WEALTH MANAGEMENT added31,248$2M0.1%2026-Q1
Lunt Capital Management, Inc. trimmed30,383$2M0.1%2026-Q1
Cetera Investment Advisers trimmed27,086$2M0.1%2026-Q1
WealthCare Investment Partners, LLC added24,908$2M0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed24,627$1M0.1%2026-Q1
Advantage Trust Co23,955$1M0.1%2026-Q1
Strategic Advocates LLC trimmed23,848$1M0.1%2026-Q1
Savvy Advisors, Inc. trimmed22,365$1M0.1%2026-Q1
RFG Advisory, LLC trimmed21,947$1M0.1%2026-Q1
Cerity Partners LLC new21,823$1M0.1%2026-Q1
One Capital Management, LLC added20,725$1M0.1%2026-Q1
Comprehensive Money Management Services LLC added20,600$1M0.1%2026-Q1
Hughes Financial Services, LLC trimmed20,513$1M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added17,977$1M0.1%2026-Q1
Focus Partners Wealth trimmed17,760$1M0.0%2026-Q1
Prime Capital Investment Advisors, LLC added14,331$838K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed13,458$787K0.0%2026-Q1
STIFEL FINANCIAL CORP trimmed12,663$741K0.0%2026-Q1
JANE STREET GROUP, LLC added12,462$729K0.0%2026-Q1
Summit Investment Advisory Services, LLC trimmed11,191$654K0.0%2026-Q1
FMR LLC added10,804$632K0.0%2026-Q1
Essex LLC trimmed10,786$631K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed10,379$607K0.0%2026-Q1
RITHOLTZ WEALTH MANAGEMENT trimmed10,252$600K0.0%2026-Q1
Creative Planning added9,683$566K0.0%2026-Q1
Spire Wealth Management added9,588$561K0.0%2026-Q1
Brookstone Capital Management added9,345$546K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed8,757$512K0.0%2026-Q1
OneDigital Investment Advisors LLC trimmed8,530$499K0.0%2026-Q1
Capital Planning Advisors, LLC8,470$495K0.0%2026-Q1
HRT FINANCIAL LP new8,378$489K0.0%2026-Q1
RPG Investment Advisory, LLC added8,053$471K0.0%2026-Q1
Aries Wealth Management added7,890$461K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed7,209$422K0.0%2026-Q1
Lido Advisors, LLC trimmed7,177$420K0.0%2026-Q1
ENTREWEALTH, LLC added7,130$417K0.0%2026-Q1
Wealthfront Advisers LLC added6,670$390K0.0%2026-Q1
SNS Financial Group, LLC6,265$366K0.0%2026-Q1
Opulen Financial Group LLC trimmed6,016$352K0.0%2026-Q1
Farther Finance Advisors, LLC added5,731$340K0.0%2026-Q1
Global Financial Private Client, LLC added5,778$338K0.0%2026-Q1
FLOW TRADERS U.S. LLC added5,648$330K0.0%2026-Q1
Lynx Investment Advisory added5,550$325K0.0%2026-Q1
Beacon Pointe Advisors, LLC new5,334$312K0.0%2026-Q1
Junk Investment Group, LLC new4,812$281K0.0%2026-Q1
Integrated Wealth Concepts LLC trimmed4,449$260K0.0%2026-Q1
Root Financial Partners, LLC trimmed4,143$242K0.0%2026-Q1
BlackRock, Inc.3,894$228K0.0%2026-Q1
Mezzasalma Advisors, LLC3,776$221K0.0%2026-Q1
Chicago Partners Investment Group LLC new3,152$210K0.0%2026-Q1
Sanctuary Advisors, LLC added3,583$210K0.0%2026-Q1
MOULTON WEALTH MANAGEMENT, INC new143,653$12M0.6%2025-Q4 stale
Christopher J. Hasenberg, Inc new117,008$6M0.3%2025-Q2 stale
McCarthy & Cox added56,706$4M0.2%2025-Q3 stale
Good Life Advisors, LLC added50,838$3M0.1%2025-Q2 stale
Stratos Wealth Advisors, LLC trimmed31,067$2M0.1%2025-Q3 stale
NovaPoint Capital, LLC trimmed39,217$2M0.1%2025-Q1 stale
BNP PARIBAS FINANCIAL MARKETS30,000$2M0.1%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed34,978$2M0.1%2025-Q1 stale
SOL Capital Management CO trimmed21,250$1M0.1%2025-Q4 stale
GTS SECURITIES LLC added18,402$1M0.0%2025-Q2 stale
Apollon Wealth Management, LLC trimmed20,744$964K0.0%2025-Q1 stale
SILVER OAK SECURITIES, INCORPORATED added17,252$938K0.0%2025-Q2 stale
Crossmark Global Holdings, Inc. trimmed10,909$678K0.0%2025-Q3 stale
Stratos Investment Management, LLC trimmed7,771$361K0.0%2025-Q1 stale
Meridian Financial Advisors, LLC trimmed4,430$276K0.0%2025-Q3 stale
ENVESTNET ASSET MANAGEMENT INC trimmed5,622$261K0.0%2025-Q1 stale
IHT Wealth Management, LLC trimmed4,280$256K0.0%2025-Q4 stale
MERCER GLOBAL ADVISORS INC /ADV trimmed3,838$239K0.0%2025-Q3 stale
Main Street Financial Solutions, LLC trimmed4,792$223K0.0%2025-Q1 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