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-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
5 tracked funds added or opened KTF while 8 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
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 2026-Q1 and 2026-Q2, across 64 tracked filers holding KTF, 26 increased or opened the position and 28 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 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
- Regatta Research & Money Management$610K
Full exits 4
- SIT INVESTMENT ASSOCIATES INC$90M
- COHEN & STEERS, INC.$819K
- WEDBUSH SECURITIES INC$703K
- Cambridge Investment Research Advisors, Inc.$521K
Largest adds
- BANK OF AMERICA CORP /DE/$3M
- NewEdge Advisors, LLC$748K
- Fiera Capital Corp$552K
- MORGAN STANLEY$297K
Largest trims
- Karpus Management, Inc.$5M
- 1607 Capital Partners, LLC$4M
- Hennion & Walsh Asset Management, Inc.$2M
- LPL Financial 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 |
|---|---|---|---|---|
| Karpus Management, Inc. trimmed | 2,760,957 | $25M | 14.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 737,018 | $7M | 3.9% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 695,792 | $6M | 3.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 304,737 | $3M | 1.6% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 266,496 | $2M | 1.4% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 229,982 | $2M | 1.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 205,379 | $2M | 1.1% | 2026-Q2 |
| Fiera Capital Corp added | 170,651 | $2M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 132,948 | $1M | 0.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 126,286 | $1M | 0.7% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 120,569 | $1M | 0.6% | 2026-Q2 |
| Dakota Wealth Management trimmed | 117,161 | $1M | 0.6% | 2026-Q2 |
| MORGAN STANLEY added | 92,132 | $848K | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 91,956 | $846K | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 91,153 | $839K | 0.5% | 2026-Q2 |
| Nuveen, LLC | 79,026 | $727K | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 77,850 | $716K | 0.4% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 73,866 | $680K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 73,839 | $679K | 0.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 67,137 | $618K | 0.4% | 2026-Q2 |
| Regatta Research & Money Management new | 66,297 | $610K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 64,682 | $595K | 0.3% | 2026-Q2 |
| &PARTNERS added | 55,250 | $508K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 54,869 | $505K | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. | 51,462 | $473K | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 48,938 | $450K | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 47,637 | $438K | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 46,633 | $429K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 44,681 | $411K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 32,279 | $297K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 32,185 | $296K | 0.2% | 2026-Q2 |
| Logan Stone Capital, LLC trimmed | 32,019 | $295K | 0.2% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 29,568 | $272K | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 28,850 | $265K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 28,060 | $258K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 24,787 | $228K | 0.1% | 2026-Q2 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed | 23,460 | $216K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 23,317 | $215K | 0.1% | 2026-Q2 |
| Creative Planning | 22,771 | $209K | 0.1% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC | 22,500 | $207K | 0.1% | 2026-Q2 |
| Americana Partners, LLC new | 20,265 | $186K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,402 | $178K | 0.1% | 2026-Q2 |
| Wellspring Financial Advisors, LLC trimmed | 19,026 | $175K | 0.1% | 2026-Q2 |
| Plan A Wealth LLC | 17,253 | $159K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. | 16,676 | $153K | 0.1% | 2026-Q2 |
| Basepoint Wealth LLC trimmed | 16,643 | $153K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 15,522 | $143K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP new | 14,954 | $138K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,261 | $122K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,988 | $110K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 11,500 | $106K | 0.1% | 2026-Q2 |
| Clear Street Group Inc. new | 11,465 | $105K | 0.1% | 2026-Q2 |
| Worth Asset Management, LLC new | 10,956 | $101K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 8,053 | $74K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,214 | $66K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 2,444 | $23K | 0.0% | 2026-Q2 |
| Indiana Trust & Investment Management Co | 2,028 | $19K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,472 | $14K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 1,390 | $13K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 1,334 | $12K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 815 | $7K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 528 | $5K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 165 | $2K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 100 | $920 | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 9,893,384 | $90M | 51.9% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. trimmed | 90,000 | $819K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC | 77,244 | $703K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 57,304 | $521K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 12,586 | $115K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Hamrick Investment Counsel, llc new | 5,000 | $46K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Penserra Capital Management LLC new | 1,662 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Murphy, Middleton, Hinkle & Parker, Inc. new | 9,786 | $2M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| MACKAY SHIELDS LLC trimmed | 92,505 | $841K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| StoneX Group Inc. | 74,170 | $674K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 48,933 | $445K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| U.S. Capital Wealth Advisors, LLC trimmed | 42,560 | $387K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 36,352 | $330K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| SEVEN MILE ADVISORY | 36,209 | $329K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Gridiron Partners, LLC trimmed | 10,445 | $95K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GM Advisory Group, LLC new | 10,197 | $93K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,307 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Strategic Investment Solutions, Inc. /IL added | 1,000 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 329,551 | $3M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| Bulldog Investors, LLP trimmed | 92,604 | $849K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC new | 63,504 | $582K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Thrivent Financial for Lutherans new | 11,617 | $107K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Cetera Investment Advisers added | 11,097 | $102K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| River Street Advisors LLC | 10,940 | $100K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP trimmed | 10,656 | $97K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| OPTIMUM INVESTMENT ADVISORS | 6,000 | $55K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| HB Wealth Management, LLC | 74,950 | $663K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. new | 56,893 | $503K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Equitable Holdings, Inc. added | 30,561 | $270K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CAPTRUST FINANCIAL ADVISORS new | 24,000 | $212K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Invesco Ltd. trimmed | 22,885 | $202K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CX Institutional | 11,400 | $101K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 10,000 | $88K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Elequin Capital, LP added | 7,972 | $70K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| MOTCO new | 3,600 | $31K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CoreCap Advisors, LLC | 2,500 | $22K | 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.