Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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 KOMP is one-sided between 2026-Q1 and 2026-Q2: 43 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
KOMP’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp 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 2026-Q1 and 2026-Q2, across 153 tracked filers holding KOMP, 73 increased or opened the position and 66 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 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 2
- Vise Technologies, Inc.$2M
- Van Hulzen Asset Management, LLC$969K
Full exits 5
- Betterment LLC$87M
- CWM, LLC$4M
- HighTower Advisors, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- JANE STREET GROUP, LLC$729K
Largest adds
- Financial Engines Advisors L.L.C.$287M
- SAVA PENZISKO DRUSHTVO A.D. SKOPJE$26M
- MIDLAND WEALTH ADVISORS, LLC$16M
- MORGAN STANLEY$4M
- Baird Financial Group, Inc.$3M
- RAYMOND JAMES FINANCIAL INC$3M
Largest trims
- LPL Financial LLC$2M
- Towerpoint Wealth, LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 28,216,004 | $2.0B | 86.5% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC added | 1,135,593 | $81M | 3.5% | 2026-Q2 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE added | 458,174 | $35M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 255,165 | $18M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 230,181 | $16M | 0.7% | 2026-Q2 |
| Mariner, LLC trimmed | 149,679 | $11M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 143,100 | $10M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 123,309 | $9M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 107,235 | $7M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 99,132 | $7M | 0.3% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 98,434 | $7M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 98,434 | $7M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 81,730 | $6M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 74,785 | $5M | 0.2% | 2026-Q2 |
| Private Advisory Group LLC added | 71,597 | $5M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 70,233 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 62,280 | $4M | 0.2% | 2026-Q2 |
| Towerpoint Wealth, LLC trimmed | 52,248 | $4M | 0.2% | 2026-Q2 |
| Financial Enhancement Group LLC added | 51,671 | $4M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 46,566 | $3M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 46,412 | $3M | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 45,443 | $3M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 44,094 | $3M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 36,177 | $3M | 0.1% | 2026-Q2 |
| Austin Wealth Management, LLC added | 33,787 | $2M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 32,956 | $2M | 0.1% | 2026-Q2 |
| PENOBSCOT WEALTH MANAGEMENT added | 31,861 | $2M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 29,794 | $2M | 0.1% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 29,437 | $2M | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 26,168 | $2M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 24,886 | $2M | 0.1% | 2026-Q2 |
| Advantage Trust Co | 23,955 | $2M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 23,650 | $2M | 0.1% | 2026-Q2 |
| Strategic Advocates LLC trimmed | 23,585 | $2M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 22,393 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 21,931 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 21,105 | $2M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 20,995 | $2M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 20,725 | $1M | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 20,049 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 19,923 | $1M | 0.1% | 2026-Q2 |
| Hughes Financial Services, LLC trimmed | 18,329 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 18,094 | $1M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 17,100 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 14,519 | $1M | 0.0% | 2026-Q2 |
| FMR LLC added | 13,572 | $970K | 0.0% | 2026-Q2 |
| Van Hulzen Asset Management, LLC new | 13,557 | $969K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 12,567 | $877K | 0.0% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 11,159 | $798K | 0.0% | 2026-Q2 |
| Summit Investment Advisory Services, LLC trimmed | 10,570 | $756K | 0.0% | 2026-Q2 |
| Wealthfront Advisers LLC added | 10,325 | $738K | 0.0% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 10,278 | $735K | 0.0% | 2026-Q2 |
| Essex LLC trimmed | 10,127 | $724K | 0.0% | 2026-Q2 |
| Brookstone Capital Management added | 10,089 | $721K | 0.0% | 2026-Q2 |
| Creative Planning added | 9,760 | $698K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 9,602 | $687K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 8,902 | $636K | 0.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 8,529 | $610K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 8,407 | $601K | 0.0% | 2026-Q2 |
| Aries Wealth Management added | 8,010 | $573K | 0.0% | 2026-Q2 |
| ENTREWEALTH, LLC added | 7,773 | $537K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 7,765 | $555K | 0.0% | 2026-Q2 |
| RPG Investment Advisory, LLC trimmed | 7,404 | $529K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,944 | $496K | 0.0% | 2026-Q2 |
| Global Financial Private Client, LLC added | 6,765 | $484K | 0.0% | 2026-Q2 |
| Opulen Financial Group LLC trimmed | 5,718 | $409K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,713 | $408K | 0.0% | 2026-Q2 |
| Talisman Wealth Advisors LLC new | 5,686 | $500K | 0.0% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 5,572 | $398K | 0.0% | 2026-Q2 |
| Lynx Investment Advisory trimmed | 5,476 | $392K | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 5,449 | $390K | 0.0% | 2026-Q2 |
| StoneX Group Inc. new | 5,118 | $366K | 0.0% | 2026-Q2 |
| Junk Investment Group, LLC trimmed | 4,630 | $331K | 0.0% | 2026-Q2 |
| Root Financial Partners, LLC trimmed | 4,087 | $292K | 0.0% | 2026-Q2 |
| BlackRock, Inc. | 3,894 | $278K | 0.0% | 2026-Q2 |
| Mezzasalma Advisors, LLC | 3,776 | $270K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,336 | $239K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 3,304 | $236K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 3,294 | $236K | 0.0% | 2026-Q2 |
| Frederick Financial Consultants, LLC trimmed | 3,179 | $227K | 0.0% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 3,152 | $210K | 0.0% | 2026-Q2 |
| Decker Wealth Management LLC new | 2,870 | $205K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 2,866 | $205K | 0.0% | 2026-Q2 |
| Capital Advantage, Inc. new | 2,848 | $204K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 2,842 | $203K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 2,565 | $183K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,941 | $139K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,839 | $131K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 1,669 | $119K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 1,636 | $117K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,587 | $113K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 1,408 | $101K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 1,360 | $97K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC | 1,260 | $90K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 1,224 | $88K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 1,189 | $85K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 940 | $67K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 774 | $55K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 766 | $55K | 0.0% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA | 703 | $50K | 0.0% | 2026-Q2 |
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.