Who owns KRSP
Which tracked institutional funds hold KRSP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KRSP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 KRSP is one-sided between 2026-Q1 and 2026-Q2: 24 added or opened and 6 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
KRSP’s largest tracked holder by dollar value, Clearbridge Investments, LLC, 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 KRSP 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 64 tracked filers holding KRSP, 33 increased or opened the position and 13 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 KRSP 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 9
- Clearbridge Investments, LLC$34M
- Sourcerock Group LLC$27M
- REAVES W H & CO INC$26M
- BOOTHBAY FUND MANAGEMENT, LLC$6M
- Thomist Capital Management, LP$6M
- Aventail Capital Group, LP$5M
Full exits 3
- ExodusPoint Capital Management, LP$3M
- TENOR CAPITAL MANAGEMENT Co., L.P.$2M
- Hudson Bay Capital Management LP$515K
Largest adds
- Jain Global LLC$8M
- J. Goldman & Co LP$5M
- TORONTO DOMINION BANK$5M
- Linden Advisors LP$2M
- Sculptor Capital LP$2M
- Shaolin Capital Management LLC$2M
Largest trims
- MILLENNIUM MANAGEMENT LLC$1M
- GRITSTONE ASSET MANAGEMENT LLC$1M
- MARSHALL WACE, LLP$532K
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 |
|---|---|---|---|---|
| Clearbridge Investments, LLC new | 3,207,440 | $34M | 9.5% | 2026-Q2 |
| Sourcerock Group LLC new | 2,563,697 | $27M | 7.8% | 2026-Q2 |
| REAVES W H & CO INC new | 2,400,000 | $26M | 7.3% | 2026-Q2 |
| MFN Partners Management, LP | 2,400,000 | $25M | 7.1% | 2026-Q2 |
| OAKTREE CAPITAL MANAGEMENT LP | 2,400,000 | $25M | 7.1% | 2026-Q2 |
| HITE Hedge Asset Management LLC | 2,300,654 | $24M | 6.8% | 2026-Q2 |
| Cinctive Capital Management LP | 1,654,849 | $17M | 4.9% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,500,000 | $16M | 4.5% | 2026-Q2 |
| Yaupon Capital Management LP | 1,425,829 | $15M | 4.2% | 2026-Q2 |
| J. Goldman & Co LP added | 1,191,099 | $13M | 3.5% | 2026-Q2 |
| Ghisallo Capital Management LLC | 1,000,000 | $10M | 3.0% | 2026-Q2 |
| Sculptor Capital LP added | 897,398 | $9M | 2.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 843,613 | $9M | 2.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 742,892 | $8M | 2.3% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 590,401 | $6M | 1.8% | 2026-Q2 |
| Jain Global LLC added | 591,190 | $6M | 1.8% | 2026-Q2 |
| Thomist Capital Management, LP new | 531,645 | $6M | 1.6% | 2026-Q2 |
| Aventail Capital Group, LP new | 500,000 | $5M | 1.5% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 499,376 | $5M | 1.5% | 2026-Q2 |
| TORONTO DOMINION BANK added | 469,900 | $5M | 1.4% | 2026-Q2 |
| Linden Advisors LP added | 474,451 | $5M | 1.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 356,350 | $4M | 1.1% | 2026-Q2 |
| Shaolin Capital Management LLC added | 317,520 | $3M | 0.9% | 2026-Q2 |
| DLD Asset Management, LP | 309,891 | $3M | 0.9% | 2026-Q2 |
| LMR Partners LLP new | 300,000 | $3M | 0.9% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP | 300,000 | $3M | 0.9% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC | 250,000 | $3M | 0.7% | 2026-Q2 |
| Hartree Partners, LP | 240,000 | $2M | 0.7% | 2026-Q2 |
| Saba Capital Management, L.P. trimmed | 221,433 | $2M | 0.7% | 2026-Q2 |
| AQR Arbitrage LLC added | 195,875 | $2M | 0.6% | 2026-Q2 |
| Alberta Investment Management Corp | 150,000 | $2M | 0.4% | 2026-Q2 |
| HBK INVESTMENTS L P trimmed | 135,000 | $1M | 0.4% | 2026-Q2 |
| Clear Street Group Inc. added | 115,098 | $1M | 0.3% | 2026-Q2 |
| Lineage Point Capital LP added | 110,746 | $1M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. | 102,413 | $1M | 0.3% | 2026-Q2 |
| Radcliffe Capital Management, L.P. new | 100,851 | $1M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 100,000 | $1M | 0.3% | 2026-Q2 |
| ARISTEIA CAPITAL, L.L.C. | 100,000 | $1M | 0.3% | 2026-Q2 |
| Polar Asset Management Partners Inc. | 100,000 | $1M | 0.3% | 2026-Q2 |
| Walleye Capital LLC | 95,000 | $998K | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 85,499 | $898K | 0.3% | 2026-Q2 |
| Periscope Capital Inc. | 79,200 | $832K | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 69,486 | $730K | 0.2% | 2026-Q2 |
| Centiva Capital, LP | 64,853 | $681K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 59,646 | $626K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 38,929 | $417K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 37,173 | $390K | 0.1% | 2026-Q2 |
| Context Capital Management, LLC | 25,000 | $262K | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT | 24,990 | $262K | 0.1% | 2026-Q2 |
| LPL Financial LLC new | 20,805 | $223K | 0.1% | 2026-Q2 |
| MIZUHO SECURITIES USA LLC new | 20,000 | $210K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 11,441 | $123K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 11,027 | $118K | 0.0% | 2026-Q2 |
| OMERS ADMINISTRATION Corp new | 10,000 | $107K | 0.0% | 2026-Q2 |
| JCP Investment Management, LLC new | 10,000 | $107K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 4,995 | $53K | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 2,388 | $26K | 0.0% | 2026-Q2 |
| GRITSTONE ASSET MANAGEMENT LLC trimmed | 16,666 | $16K | 0.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. new | 14,946 | $15K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 1,212 | $13K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 937 | $10K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 716 | $8K | 0.0% | 2026-Q2 |
| UBS Group AG added | 503 | $5K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 466 | $5K | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 250,000 | $3M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 150,000 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Hudson Bay Capital Management LP trimmed | 49,906 | $515K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC new | 24,352 | $251K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GLAZER CAPITAL, LLC new | 19,045 | $196K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Lighthouse Investment Partners, LLC new | 500,000 | $5M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| EAGLE GLOBAL ADVISORS LLC new | 147,500 | $2M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Quattro Advisors LLC new | 480 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| METEORA CAPITAL, LLC new | 145 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: CIBC Private Wealth Group LLC (last filed 2025-Q4, 499,376 shares) reconciles to its 1 current affiliate (499,376 shares) — 0.000% apart.
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.