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Institutional Ownership · SEC Form 13F

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.

84
Institutional holders
14,244,520
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added2,099,557$98M13.9%2026-Q1
MORGAN STANLEY added1,605,025$75M10.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,185,554$55M7.8%2026-Q1
Atria Investments, Inc added991,752$46M6.5%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added989,755$46M6.5%2026-Q1
LPL Financial LLC added872,760$41M5.8%2026-Q1
Gallagher Fiduciary Advisors, LLC added700,568$33M4.6%2026-Q1
Flaharty Asset Management, LLC added676,583$32M4.5%2026-Q1
AMERIPRISE FINANCIAL INC added657,830$31M4.3%2026-Q1
WELLS FARGO & COMPANY/MN added571,770$27M3.8%2026-Q1
UBS Group AG added325,804$15M2.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added276,422$13M1.8%2026-Q1
Private Advisor Group, LLC added262,282$12M1.7%2026-Q1
ROYAL BANK OF CANADA trimmed258,342$12M1.7%2026-Q1
Cooper Capital Advisors LLC added255,055$12M1.7%2026-Q1
Snowden Capital Advisors LLC added222,330$10M1.5%2026-Q1
BANK OF AMERICA CORP /DE/ added177,797$8M1.2%2026-Q1
Fifth Third Securities, Inc. added167,087$8M1.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added153,896$7M1.0%2026-Q1
Kestra Advisory Services, LLC trimmed150,944$7M1.0%2026-Q1
OSAIC HOLDINGS, INC. added146,257$7M1.0%2026-Q1
Dakota Wealth Management trimmed117,521$5M0.8%2026-Q1
D.A. DAVIDSON & CO. added95,652$4M0.6%2026-Q1
CITADEL ADVISORS LLC trimmed82,663$4M0.5%2026-Q1
J.W. COLE ADVISORS, INC. trimmed71,571$3M0.5%2026-Q1
Baer Investment Advisory LLC new68,486$3M0.5%2026-Q1
VICTORY FINANCIAL GROUP, LLC new68,486$3M0.5%2026-Q1
Networth Advisors, LLC added67,715$3M0.4%2026-Q1
Comprehensive Wealth Management, LLC trimmed67,005$3M0.4%2026-Q1
Retirement Planning Group, LLC trimmed63,161$3M0.4%2026-Q1
JANE STREET GROUP, LLC added60,801$3M0.4%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC new58,635$3M0.4%2026-Q1
Vestmark Advisory Solutions, Inc. new58,635$3M0.4%2026-Q1
OneDigital Investment Advisors LLC added51,550$2M0.3%2026-Q1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added43,120$2M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added37,377$2M0.2%2026-Q1
GOLDMAN SACHS GROUP INC new30,950$1M0.2%2026-Q1
Independent Advisor Alliance added30,273$1M0.2%2026-Q1
Rockefeller Capital Management L.P. added30,252$1M0.2%2026-Q1
TME FINANCIAL, INC. added29,140$1M0.2%2026-Q1
AE Wealth Management LLC added28,179$1M0.2%2026-Q1
STIFEL FINANCIAL CORP new24,914$1M0.2%2026-Q1
Nova Wealth Management, Inc. added24,427$1M0.2%2026-Q1
Southland Equity Partners LLC added23,114$1M0.2%2026-Q1
Camarda Financial Advisors, LLC trimmed19,864$926K0.1%2026-Q1
PARTNERS WEALTH MANAGEMENT, LLC trimmed19,004$886K0.1%2026-Q1
Joseph P. Lucia & Associates, LLC16,212$756K0.1%2026-Q1
Mariner, LLC added15,723$733K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added14,213$662K0.1%2026-Q1
Western Wealth Management, LLC trimmed14,085$657K0.1%2026-Q1
World Investment Advisors added11,844$552K0.1%2026-Q1
Legacy Wealth Partners, LLC added11,643$543K0.1%2026-Q1
First Bank & Trust added11,363$530K0.1%2026-Q1
Merit Financial Group, LLC trimmed11,047$515K0.1%2026-Q1
Medallion Wealth Advisors, LLC added10,725$500K0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed10,452$487K0.1%2026-Q1
Capital Analysts, LLC added10,402$484K0.1%2026-Q1
CALTON & ASSOCIATES, INC. trimmed7,772$362K0.1%2026-Q1
Fortis Group Advisors, LLC trimmed7,260$340K0.0%2026-Q1
Golden State Wealth Management, LLC trimmed6,431$300K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed6,374$297K0.0%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC6,083$283K0.0%2026-Q1
Burford Brothers, Inc. new6,065$283K0.0%2026-Q1
Morey & Quinn Wealth Partners, LLC trimmed5,436$253K0.0%2026-Q1
Investment Advisory Group, LLC5,200$242K0.0%2026-Q1
Advisory Services Network, LLC added4,861$227K0.0%2026-Q1
ADAMSBROWN WEALTH CONSULTANTS LLC new4,537$211K0.0%2026-Q1
CLIENT 1ST ADVISORY GROUP, LLC4,506$210K0.0%2026-Q1
OPPENHEIMER & CO INC trimmed4,345$203K0.0%2026-Q1
IFP Advisors, Inc new4,321$201K0.0%2026-Q1
Steward Partners Investment Advisory, LLC added3,925$183K0.0%2026-Q1
FIFTH THIRD BANCORP new3,231$151K0.0%2026-Q1
Westside Investment Management, Inc. added1,740$81K0.0%2026-Q1
Farther Finance Advisors, LLC added1,650$77K0.0%2026-Q1
Larson Financial Group LLC added1,159$54K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed562$26K0.0%2026-Q1
Basepoint Wealth LLC added416$19K0.0%2026-Q1
Aptus Capital Advisors, LLC382$18K0.0%2026-Q1
Geneos Wealth Management Inc.250$12K0.0%2026-Q1
Core Wealth Advisors, Inc. added323,576$15M2.2%2025-Q3 stale
ARQ WEALTH ADVISORS, LLC new210,116$10M1.4%2025-Q2 stale
Lindenwold Advisors, INC added137,714$7M0.9%2025-Q3 stale
JPMORGAN CHASE & CO added97,062$5M0.7%2025-Q3 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed28,110$1M0.2%2025-Q3 stale
LEIGH BALDWIN & CO., LLC added27,371$1M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed15,528$731K0.1%2025-Q2 stale
Cetera Investment Advisers new8,945$426K0.1%2025-Q3 stale
Equity Wealth Partners, LLC new7,220$344K0.0%2025-Q3 stale
Compound Planning, Inc. new6,273$295K0.0%2025-Q2 stale
IHT Wealth Management, LLC added5,054$239K0.0%2025-Q4 stale
Atria Wealth Solutions, Inc. new4,798$226K0.0%2025-Q2 stale
MML INVESTORS SERVICES, LLC trimmed4,450$212K0.0%2025-Q3 stale
Park Square Financial Group, LLC added3,147$148K0.0%2025-Q2 stale
COMERICA BANK added2,089$99K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC.611$29K0.0%2025-Q3 stale
Global Retirement Partners, LLC610$29K0.0%2025-Q4 stale
GPS Wealth Strategies Group, LLC added323$15K0.0%2025-Q3 stale
Cape Investment Advisory, Inc.300$14K0.0%2025-Q4 stale
Greenline Wealth Management LLC new218$10K0.0%2025-Q4 stale
NewEdge Advisors, LLC207$10K0.0%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.

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