Who owns KORP
Which tracked institutional funds hold KORP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KORP 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
25 tracked funds added or opened KORP while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
KORP’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KORP 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 86 tracked filers holding KORP, 56 increased or opened the position and 34 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 KORP 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 4
- Modern Wealth Management, LLC$30M
- Pinnacle Financial Partners, Inc.$3M
- KESTRA PRIVATE WEALTH SERVICES, LLC$1M
- Allied Private Wealth LLC$1M
Full exits 6
- Cooper Capital Advisors LLC$12M
- Baer Investment Advisory LLC$3M
- JANE STREET GROUP, LLC$3M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- Mariner, LLC$733K
- Cambridge Investment Research Advisors, Inc.$662K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$40M
- PNC Financial Services Group, Inc.$36M
- WELLS FARGO & COMPANY/MN$9M
- AMERIPRISE FINANCIAL INC$6M
- UBS Group AG$5M
- Gallagher Fiduciary Advisors, LLC$5M
Largest trims
- Flaharty Asset Management, LLC$29M
- MORGAN STANLEY$4M
- LPL Financial LLC$3M
- CITADEL ADVISORS LLC$2M
- Comprehensive Wealth Management, LLC$2M
- Retirement Planning Group, LLC$1M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 2,934,215 | $137M | 16.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,757,456 | $82M | 10.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,521,596 | $71M | 8.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,185,557 | $56M | 6.8% | 2026-Q2 |
| Atria Investments, Inc added | 1,046,955 | $49M | 6.0% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC added | 804,960 | $38M | 4.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 802,729 | $38M | 4.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 776,558 | $36M | 4.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 769,891 | $36M | 4.4% | 2026-Q2 |
| Modern Wealth Management, LLC new | 639,520 | $30M | 3.7% | 2026-Q2 |
| UBS Group AG added | 440,074 | $21M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 299,473 | $14M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 272,209 | $13M | 1.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 266,102 | $12M | 1.5% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 231,529 | $11M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 207,687 | $10M | 1.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 185,522 | $9M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 166,662 | $8M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 156,736 | $7M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 155,964 | $7M | 0.9% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 142,098 | $7M | 0.8% | 2026-Q2 |
| Dakota Wealth Management added | 119,887 | $6M | 0.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 94,697 | $4M | 0.5% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC added | 82,332 | $4M | 0.5% | 2026-Q2 |
| Networth Advisors, LLC added | 76,787 | $4M | 0.4% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 56,005 | $3M | 0.3% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 55,973 | $3M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 52,850 | $2M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 50,989 | $2M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 50,989 | $2M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 46,242 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 37,686 | $2M | 0.2% | 2026-Q2 |
| TME FINANCIAL, INC. added | 36,876 | $2M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 36,617 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 35,999 | $2M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 32,849 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 30,258 | $1M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 26,000 | $1M | 0.1% | 2026-Q2 |
| Allied Private Wealth LLC new | 25,733 | $1M | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 22,410 | $1M | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 21,495 | $1M | 0.1% | 2026-Q2 |
| Camarda Financial Advisors, LLC added | 21,185 | $993K | 0.1% | 2026-Q2 |
| Comprehensive Wealth Management, LLC trimmed | 20,651 | $967K | 0.1% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 18,830 | $882K | 0.1% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 18,804 | $881K | 0.1% | 2026-Q2 |
| First Bank & Trust added | 14,976 | $702K | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 14,861 | $696K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 13,723 | $643K | 0.1% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 11,769 | $551K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 10,313 | $483K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 10,235 | $479K | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC trimmed | 9,725 | $456K | 0.1% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. added | 9,216 | $432K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 8,500 | $398K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 7,436 | $348K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 7,367 | $345K | 0.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 6,614 | $310K | 0.0% | 2026-Q2 |
| World Investment Advisors trimmed | 6,349 | $297K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 6,227 | $292K | 0.0% | 2026-Q2 |
| Burford Brothers, Inc. | 6,065 | $284K | 0.0% | 2026-Q2 |
| Investment Advisory Group, LLC | 5,200 | $244K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC | 4,861 | $228K | 0.0% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC trimmed | 4,680 | $219K | 0.0% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 4,594 | $215K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 4,567 | $214K | 0.0% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC | 4,506 | $211K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 4,435 | $208K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 3,294 | $154K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,119 | $146K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 2,554 | $120K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,303 | $108K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. added | 1,890 | $89K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,700 | $80K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 1,188 | $56K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 1,173 | $55K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 610 | $29K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 562 | $26K | 0.0% | 2026-Q2 |
| Basepoint Wealth LLC added | 421 | $20K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 382 | $18K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 300 | $14K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 250 | $12K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 207 | $10K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 145 | $7K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 119 | $6K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 20 | $937 | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 20 | $937 | 0.0% | 2026-Q2 |
| Cooper Capital Advisors LLC added | 255,055 | $12M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 68,486 | $3M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 60,801 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 43,120 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 15,723 | $733K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 14,213 | $662K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 10,402 | $484K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| LEIGH BALDWIN & CO., LLC added | 27,371 | $1M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Core Wealth Advisors, Inc. added | 323,576 | $15M | 1.9% | 2025-Q3 stale (3 quarters behind) |
| Lindenwold Advisors, INC added | 137,714 | $7M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO added | 97,062 | $5M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,110 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| ARQ WEALTH ADVISORS, LLC new | 210,116 | $10M | 1.2% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 15,528 | $731K | 0.1% | 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.