Who owns KORP (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-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
30 tracked funds added or opened KORP while 12 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
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 2025-Q4 and 2026-Q1, across 84 tracked filers holding KORP, 59 increased or opened the position and 27 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 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 8
- CITADEL ADVISORS LLC$4M
- VICTORY FINANCIAL GROUP, LLC$3M
- Baer Investment Advisory LLC$3M
- JANE STREET GROUP, LLC$3M
- Vestmark Advisory Solutions, Inc.$3M
- ELEVATION POINT WEALTH PARTNERS, LLC$3M
Full exits 1
- LEIGH BALDWIN & CO., LLC$1M
Largest adds
- MORGAN STANLEY$22M
- AMERIPRISE FINANCIAL INC$22M
- WELLS FARGO & COMPANY/MN$11M
- LPL Financial LLC$10M
- PNC FINANCIAL SERVICES GROUP, INC.$9M
- ENVESTNET ASSET MANAGEMENT INC$7M
Largest trims
- Comprehensive Wealth Management, LLC$13M
- ROYAL BANK OF CANADA$5M
- J.W. COLE ADVISORS, INC.$2M
- Retirement Planning Group, LLC$2M
- Kestra Advisory Services, LLC$2M
- Merit Financial 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 | 2,099,557 | $98M | 13.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,605,025 | $75M | 10.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,185,554 | $55M | 7.8% | 2026-Q1 |
| Atria Investments, Inc added | 991,752 | $46M | 6.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 989,755 | $46M | 6.5% | 2026-Q1 |
| LPL Financial LLC added | 872,760 | $41M | 5.8% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 700,568 | $33M | 4.6% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 676,583 | $32M | 4.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 657,830 | $31M | 4.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 571,770 | $27M | 3.8% | 2026-Q1 |
| UBS Group AG added | 325,804 | $15M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 276,422 | $13M | 1.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 262,282 | $12M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 258,342 | $12M | 1.7% | 2026-Q1 |
| Cooper Capital Advisors LLC added | 255,055 | $12M | 1.7% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 222,330 | $10M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 177,797 | $8M | 1.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 167,087 | $8M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 153,896 | $7M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 150,944 | $7M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 146,257 | $7M | 1.0% | 2026-Q1 |
| Dakota Wealth Management trimmed | 117,521 | $5M | 0.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 95,652 | $4M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 82,663 | $4M | 0.5% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 71,571 | $3M | 0.5% | 2026-Q1 |
| Baer Investment Advisory LLC new | 68,486 | $3M | 0.5% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC new | 68,486 | $3M | 0.5% | 2026-Q1 |
| Networth Advisors, LLC added | 67,715 | $3M | 0.4% | 2026-Q1 |
| Comprehensive Wealth Management, LLC trimmed | 67,005 | $3M | 0.4% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 63,161 | $3M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 60,801 | $3M | 0.4% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 58,635 | $3M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 58,635 | $3M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 51,550 | $2M | 0.3% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 43,120 | $2M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 37,377 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 30,950 | $1M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 30,273 | $1M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 30,252 | $1M | 0.2% | 2026-Q1 |
| TME FINANCIAL, INC. added | 29,140 | $1M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 28,179 | $1M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 24,914 | $1M | 0.2% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 24,427 | $1M | 0.2% | 2026-Q1 |
| Southland Equity Partners LLC added | 23,114 | $1M | 0.2% | 2026-Q1 |
| Camarda Financial Advisors, LLC trimmed | 19,864 | $926K | 0.1% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 19,004 | $886K | 0.1% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC | 16,212 | $756K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 15,723 | $733K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 14,213 | $662K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 14,085 | $657K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 11,844 | $552K | 0.1% | 2026-Q1 |
| Legacy Wealth Partners, LLC added | 11,643 | $543K | 0.1% | 2026-Q1 |
| First Bank & Trust added | 11,363 | $530K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 11,047 | $515K | 0.1% | 2026-Q1 |
| Medallion Wealth Advisors, LLC added | 10,725 | $500K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 10,452 | $487K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 10,402 | $484K | 0.1% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 7,772 | $362K | 0.1% | 2026-Q1 |
| Fortis Group Advisors, LLC trimmed | 7,260 | $340K | 0.0% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 6,431 | $300K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,374 | $297K | 0.0% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6,083 | $283K | 0.0% | 2026-Q1 |
| Burford Brothers, Inc. new | 6,065 | $283K | 0.0% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC trimmed | 5,436 | $253K | 0.0% | 2026-Q1 |
| Investment Advisory Group, LLC | 5,200 | $242K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 4,861 | $227K | 0.0% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC new | 4,537 | $211K | 0.0% | 2026-Q1 |
| CLIENT 1ST ADVISORY GROUP, LLC | 4,506 | $210K | 0.0% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 4,345 | $203K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc new | 4,321 | $201K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 3,925 | $183K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 3,231 | $151K | 0.0% | 2026-Q1 |
| Westside Investment Management, Inc. added | 1,740 | $81K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,650 | $77K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 1,159 | $54K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 562 | $26K | 0.0% | 2026-Q1 |
| Basepoint Wealth LLC added | 416 | $19K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 382 | $18K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 250 | $12K | 0.0% | 2026-Q1 |
| Core Wealth Advisors, Inc. added | 323,576 | $15M | 2.2% | 2025-Q3 stale |
| ARQ WEALTH ADVISORS, LLC new | 210,116 | $10M | 1.4% | 2025-Q2 stale |
| Lindenwold Advisors, INC added | 137,714 | $7M | 0.9% | 2025-Q3 stale |
| JPMORGAN CHASE & CO added | 97,062 | $5M | 0.7% | 2025-Q3 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,110 | $1M | 0.2% | 2025-Q3 stale |
| LEIGH BALDWIN & CO., LLC added | 27,371 | $1M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 15,528 | $731K | 0.1% | 2025-Q2 stale |
| Cetera Investment Advisers new | 8,945 | $426K | 0.1% | 2025-Q3 stale |
| Equity Wealth Partners, LLC new | 7,220 | $344K | 0.0% | 2025-Q3 stale |
| Compound Planning, Inc. new | 6,273 | $295K | 0.0% | 2025-Q2 stale |
| IHT Wealth Management, LLC added | 5,054 | $239K | 0.0% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. new | 4,798 | $226K | 0.0% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC trimmed | 4,450 | $212K | 0.0% | 2025-Q3 stale |
| Park Square Financial Group, LLC added | 3,147 | $148K | 0.0% | 2025-Q2 stale |
| COMERICA BANK added | 2,089 | $99K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 611 | $29K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC | 610 | $29K | 0.0% | 2025-Q4 stale |
| GPS Wealth Strategies Group, LLC added | 323 | $15K | 0.0% | 2025-Q3 stale |
| Cape Investment Advisory, Inc. | 300 | $14K | 0.0% | 2025-Q4 stale |
| Greenline Wealth Management LLC new | 218 | $10K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 207 | $10K | 0.0% | 2025-Q4 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.