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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 29,594,305 | $1.7B | 82.5% | 2026-Q1 |
| Betterment LLC trimmed | 1,485,819 | $87M | 4.1% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 1,116,494 | $65M | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 247,468 | $14M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 228,080 | $13M | 0.6% | 2026-Q1 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 165,825 | $10M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 152,233 | $9M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 142,498 | $8M | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 134,080 | $8M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 117,398 | $7M | 0.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 100,466 | $6M | 0.3% | 2026-Q1 |
| Financial Guidance Group, Inc. added | 100,466 | $6M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 99,018 | $6M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 92,875 | $5M | 0.3% | 2026-Q1 |
| Towerpoint Wealth, LLC trimmed | 81,431 | $5M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 70,227 | $4M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 67,030 | $4M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 64,026 | $4M | 0.2% | 2026-Q1 |
| CWM, LLC added | 62,534 | $4M | 0.2% | 2026-Q1 |
| Private Advisory Group LLC new | 56,670 | $3M | 0.2% | 2026-Q1 |
| Financial Enhancement Group LLC added | 49,527 | $3M | 0.2% | 2026-Q1 |
| KINTRA WEALTH, LLC trimmed | 53,277 | $3M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 49,520 | $3M | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 47,487 | $3M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 36,842 | $2M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 36,673 | $2M | 0.1% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 32,891 | $2M | 0.1% | 2026-Q1 |
| UBS Group AG added | 33,144 | $2M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 32,448 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 31,305 | $2M | 0.1% | 2026-Q1 |
| PENOBSCOT WEALTH MANAGEMENT added | 31,248 | $2M | 0.1% | 2026-Q1 |
| Lunt Capital Management, Inc. trimmed | 30,383 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 27,086 | $2M | 0.1% | 2026-Q1 |
| WealthCare Investment Partners, LLC added | 24,908 | $2M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 24,627 | $1M | 0.1% | 2026-Q1 |
| Advantage Trust Co | 23,955 | $1M | 0.1% | 2026-Q1 |
| Strategic Advocates LLC trimmed | 23,848 | $1M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 22,365 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 21,947 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 21,823 | $1M | 0.1% | 2026-Q1 |
| One Capital Management, LLC added | 20,725 | $1M | 0.1% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 20,600 | $1M | 0.1% | 2026-Q1 |
| Hughes Financial Services, LLC trimmed | 20,513 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 17,977 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 17,760 | $1M | 0.0% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 14,331 | $838K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 13,458 | $787K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 12,663 | $741K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 12,462 | $729K | 0.0% | 2026-Q1 |
| Summit Investment Advisory Services, LLC trimmed | 11,191 | $654K | 0.0% | 2026-Q1 |
| FMR LLC added | 10,804 | $632K | 0.0% | 2026-Q1 |
| Essex LLC trimmed | 10,786 | $631K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,379 | $607K | 0.0% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 10,252 | $600K | 0.0% | 2026-Q1 |
| Creative Planning added | 9,683 | $566K | 0.0% | 2026-Q1 |
| Spire Wealth Management added | 9,588 | $561K | 0.0% | 2026-Q1 |
| Brookstone Capital Management added | 9,345 | $546K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 8,757 | $512K | 0.0% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 8,530 | $499K | 0.0% | 2026-Q1 |
| Capital Planning Advisors, LLC | 8,470 | $495K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP new | 8,378 | $489K | 0.0% | 2026-Q1 |
| RPG Investment Advisory, LLC added | 8,053 | $471K | 0.0% | 2026-Q1 |
| Aries Wealth Management added | 7,890 | $461K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 7,209 | $422K | 0.0% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 7,177 | $420K | 0.0% | 2026-Q1 |
| ENTREWEALTH, LLC added | 7,130 | $417K | 0.0% | 2026-Q1 |
| Wealthfront Advisers LLC added | 6,670 | $390K | 0.0% | 2026-Q1 |
| SNS Financial Group, LLC | 6,265 | $366K | 0.0% | 2026-Q1 |
| Opulen Financial Group LLC trimmed | 6,016 | $352K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 5,731 | $340K | 0.0% | 2026-Q1 |
| Global Financial Private Client, LLC added | 5,778 | $338K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 5,648 | $330K | 0.0% | 2026-Q1 |
| Lynx Investment Advisory added | 5,550 | $325K | 0.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 5,334 | $312K | 0.0% | 2026-Q1 |
| Junk Investment Group, LLC new | 4,812 | $281K | 0.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 4,449 | $260K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC trimmed | 4,143 | $242K | 0.0% | 2026-Q1 |
| BlackRock, Inc. | 3,894 | $228K | 0.0% | 2026-Q1 |
| Mezzasalma Advisors, LLC | 3,776 | $221K | 0.0% | 2026-Q1 |
| Chicago Partners Investment Group LLC new | 3,152 | $210K | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 3,583 | $210K | 0.0% | 2026-Q1 |
| MOULTON WEALTH MANAGEMENT, INC new | 143,653 | $12M | 0.6% | 2025-Q4 stale |
| Christopher J. Hasenberg, Inc new | 117,008 | $6M | 0.3% | 2025-Q2 stale |
| McCarthy & Cox added | 56,706 | $4M | 0.2% | 2025-Q3 stale |
| Good Life Advisors, LLC added | 50,838 | $3M | 0.1% | 2025-Q2 stale |
| Stratos Wealth Advisors, LLC trimmed | 31,067 | $2M | 0.1% | 2025-Q3 stale |
| NovaPoint Capital, LLC trimmed | 39,217 | $2M | 0.1% | 2025-Q1 stale |
| BNP PARIBAS FINANCIAL MARKETS | 30,000 | $2M | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 34,978 | $2M | 0.1% | 2025-Q1 stale |
| SOL Capital Management CO trimmed | 21,250 | $1M | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 18,402 | $1M | 0.0% | 2025-Q2 stale |
| Apollon Wealth Management, LLC trimmed | 20,744 | $964K | 0.0% | 2025-Q1 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 17,252 | $938K | 0.0% | 2025-Q2 stale |
| Crossmark Global Holdings, Inc. trimmed | 10,909 | $678K | 0.0% | 2025-Q3 stale |
| Stratos Investment Management, LLC trimmed | 7,771 | $361K | 0.0% | 2025-Q1 stale |
| Meridian Financial Advisors, LLC trimmed | 4,430 | $276K | 0.0% | 2025-Q3 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,622 | $261K | 0.0% | 2025-Q1 stale |
| IHT Wealth Management, LLC trimmed | 4,280 | $256K | 0.0% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,838 | $239K | 0.0% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC trimmed | 4,792 | $223K | 0.0% | 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.
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.