Who owns KSPY
Which tracked institutional funds hold KSPY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KSPY 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
3 tracked funds added or opened KSPY while 4 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
KSPY’s largest tracked holder by dollar value, Private Advisor Group, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KSPY 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 18 tracked filers holding KSPY, 10 increased or opened the position and 12 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 KSPY 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 1
- Reyes Financial Architecture, Inc.$555K
Full exits 3
- Ball & Co Wealth Management Inc.$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- OLD MISSION CAPITAL LLC$823K
Largest adds
- Private Advisor Group, LLC$14M
- LPL Financial LLC$8M
Largest trims
- Brookwood Investment Group LLC$384K
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 |
|---|---|---|---|---|
| Private Advisor Group, LLC added | 850,926 | $25M | 27.5% | 2026-Q2 |
| LPL Financial LLC added | 743,888 | $22M | 24.0% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 229,417 | $7M | 7.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 214,730 | $6M | 6.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 210,196 | $6M | 6.8% | 2026-Q2 |
| Sound Financial Strategies Group, LLC | 110,977 | $3M | 3.6% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 43,463 | $1M | 1.4% | 2026-Q2 |
| Summit Financial, LLC added | 25,672 | $752K | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 19,395 | $568K | 0.6% | 2026-Q2 |
| Reyes Financial Architecture, Inc. new | 18,929 | $555K | 0.6% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 15,019 | $440K | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 13,402 | $393K | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC new | 12,910 | $378K | 0.4% | 2026-Q2 |
| Centric Wealth Management | 10,692 | $303K | 0.3% | 2026-Q2 |
| &PARTNERS new | 7,267 | $213K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 4,500 | $132K | 0.1% | 2026-Q2 |
| Realta Investment Advisors new | 1,700 | $50K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 33 | $967 | 0.0% | 2026-Q2 |
| Ball & Co Wealth Management Inc. new | 373,902 | $10M | 11.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 38,820 | $1M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 30,026 | $823K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 17,079 | $468K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 8,190 | $225K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 2,067 | $57K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA trimmed | 1,265 | $35K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Global Wealth Strategies & Associates trimmed | 227 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 17,006 | $467K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| CLG LLC trimmed | 111,454 | $3M | 3.5% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.