Who owns KTF
Which tracked institutional funds hold KTF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KTF company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 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
4 tracked funds added or opened KTF while 9 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
KTF’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KTF 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 63 tracked filers holding KTF, 25 increased or opened the position and 35 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 KTF 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 1
- Fiera Capital Corp$1M
Full exits 3
- Murphy, Middleton, Hinkle & Parker, Inc.$2M
- MACKAY SHIELDS LLC$841K
- StoneX Group Inc.$674K
Largest adds
- BANK OF AMERICA CORP /DE/$3M
- Cambridge Investment Research Advisors, Inc.$291K
- Kestra Advisory Services, LLC$258K
Largest trims
- Karpus Management, Inc.$4M
- LPL Financial LLC$3M
- NewEdge Advisors, LLC$524K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$353K
- RAYMOND JAMES FINANCIAL INC$348K
- COHEN & STEERS, INC.$272K
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 |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC added | 9,893,384 | $90M | 48.2% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 3,291,016 | $30M | 16.0% | 2026-Q1 |
| 1607 Capital Partners, LLC | 1,140,943 | $10M | 5.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 463,366 | $4M | 2.3% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 429,722 | $4M | 2.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 320,511 | $3M | 1.6% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 271,935 | $2M | 1.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 254,797 | $2M | 1.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 228,736 | $2M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 137,058 | $1M | 0.7% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 129,200 | $1M | 0.6% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 126,286 | $1M | 0.6% | 2026-Q1 |
| Dakota Wealth Management trimmed | 120,861 | $1M | 0.6% | 2026-Q1 |
| Fiera Capital Corp trimmed | 111,851 | $1M | 0.5% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 90,000 | $819K | 0.4% | 2026-Q1 |
| Nuveen, LLC | 79,026 | $719K | 0.4% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 77,244 | $703K | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 70,959 | $646K | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 68,002 | $619K | 0.3% | 2026-Q1 |
| MORGAN STANLEY added | 60,501 | $551K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 57,304 | $521K | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 57,138 | $520K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 53,979 | $491K | 0.3% | 2026-Q1 |
| &PARTNERS added | 52,900 | $481K | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 51,650 | $470K | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 51,462 | $468K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 48,628 | $443K | 0.2% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 47,273 | $430K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 45,681 | $416K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 36,437 | $332K | 0.2% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 33,520 | $305K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 32,185 | $293K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 31,079 | $283K | 0.2% | 2026-Q1 |
| Camelot Portfolios, LLC trimmed | 30,034 | $273K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 28,060 | $255K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 27,468 | $250K | 0.1% | 2026-Q1 |
| Wellspring Financial Advisors, LLC trimmed | 26,726 | $243K | 0.1% | 2026-Q1 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed | 23,657 | $215K | 0.1% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 23,317 | $212K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 22,857 | $208K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 22,771 | $207K | 0.1% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC trimmed | 22,500 | $205K | 0.1% | 2026-Q1 |
| Basepoint Wealth LLC added | 21,168 | $193K | 0.1% | 2026-Q1 |
| Plan A Wealth LLC | 17,253 | $157K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. | 16,676 | $152K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,349 | $149K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 15,510 | $141K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,261 | $119K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC | 12,586 | $115K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 97,961 | $98K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ | 8,053 | $73K | 0.0% | 2026-Q1 |
| Hamrick Investment Counsel, llc new | 5,000 | $46K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,999 | $45K | 0.0% | 2026-Q1 |
| Indiana Trust & Investment Management Co | 2,028 | $18K | 0.0% | 2026-Q1 |
| Penserra Capital Management LLC new | 1,662 | $15K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,443 | $13K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC | 1,390 | $13K | 0.0% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. trimmed | 1,334 | $12K | 0.0% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 412,392 | $4M | 2.1% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC trimmed | 329,551 | $3M | 1.6% | 2025-Q3 stale |
| Murphy, Middleton, Hinkle & Parker, Inc. new | 9,786 | $2M | 0.9% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC added | 126,933 | $1M | 0.6% | 2025-Q1 stale |
| Bulldog Investors, LLP trimmed | 92,604 | $849K | 0.5% | 2025-Q3 stale |
| MACKAY SHIELDS LLC trimmed | 92,505 | $841K | 0.4% | 2025-Q4 stale |
| StoneX Group Inc. | 74,170 | $674K | 0.4% | 2025-Q4 stale |
| HB Wealth Management, LLC | 74,950 | $663K | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC new | 63,504 | $582K | 0.3% | 2025-Q3 stale |
| Transform Wealth, LLC | 57,714 | $541K | 0.3% | 2025-Q1 stale |
| Pathstone Holdings, LLC trimmed | 54,105 | $536K | 0.3% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 56,893 | $503K | 0.3% | 2025-Q2 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 48,933 | $445K | 0.2% | 2025-Q4 stale |
| U.S. Capital Wealth Advisors, LLC trimmed | 42,560 | $387K | 0.2% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 40,572 | $381K | 0.2% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC added | 40,572 | $381K | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 36,352 | $330K | 0.2% | 2025-Q4 stale |
| SEVEN MILE ADVISORY | 36,209 | $329K | 0.2% | 2025-Q4 stale |
| Equitable Holdings, Inc. added | 30,561 | $270K | 0.1% | 2025-Q2 stale |
| INTEGRATED CAPITAL MANAGEMENT, INC. added | 25,937 | $243K | 0.1% | 2025-Q1 stale |
| CAROLINAS WEALTH CONSULTING LLC new | 24,000 | $225K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,136 | $219K | 0.1% | 2025-Q4 stale |
| CAPTRUST FINANCIAL ADVISORS trimmed | 24,000 | $212K | 0.1% | 2025-Q2 stale |
| Invesco Ltd. trimmed | 22,885 | $202K | 0.1% | 2025-Q2 stale |
| XTX Topco Ltd new | 14,245 | $134K | 0.1% | 2025-Q1 stale |
| Mariner, LLC added | 13,840 | $130K | 0.1% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,855 | $121K | 0.1% | 2025-Q1 stale |
| Thrivent Financial for Lutherans new | 11,617 | $107K | 0.1% | 2025-Q3 stale |
| Cetera Investment Advisers added | 11,097 | $102K | 0.1% | 2025-Q3 stale |
| CX Institutional | 11,400 | $101K | 0.1% | 2025-Q2 stale |
| River Street Advisors LLC | 10,940 | $100K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 10,656 | $97K | 0.1% | 2025-Q3 stale |
| Gridiron Partners, LLC trimmed | 10,445 | $95K | 0.1% | 2025-Q4 stale |
| GM Advisory Group, LLC new | 10,197 | $93K | 0.0% | 2025-Q4 stale |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 10,000 | $88K | 0.0% | 2025-Q2 stale |
| Elequin Capital, LP added | 7,972 | $70K | 0.0% | 2025-Q2 stale |
| OPTIMUM INVESTMENT ADVISORS | 6,000 | $55K | 0.0% | 2025-Q3 stale |
| MOTCO new | 3,600 | $31K | 0.0% | 2025-Q2 stale |
| CoreCap Advisors, LLC | 2,500 | $22K | 0.0% | 2025-Q2 stale |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,307 | $12K | 0.0% | 2025-Q4 stale |
| Plante Moran Financial Advisors, LLC | 1,000 | $9K | 0.0% | 2025-Q1 stale |
| Strategic Investment Solutions, Inc. /IL added | 1,000 | $9K | 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.