Who owns KXI
Which tracked institutional funds hold KXI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KXI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 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
16 tracked funds added or opened KXI 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
KXI’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.2% 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 KXI 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 126 tracked filers holding KXI, 49 increased or opened the position and 54 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 KXI 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 7
- Banco Santander, S.A.$5M
- Independent Advisor Alliance$1M
- JANE STREET GROUP, LLC$1M
- Y.D. More Investments Ltd$1M
- Clearstead Advisors, LLC$941K
- MERCER GLOBAL ADVISORS INC /ADV$759K
Full exits 6
- GRIMES & Co WEALTH MANAGEMENT, LLC$2M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- Crescent Grove Advisors, LLC$1M
- MGB Wealth Management, LLC$1M
- Cresset Asset Management, LLC$933K
- M3 Wealth Management, LLC$910K
Largest adds
- Fisher Asset Management, LLC$58M
- BlackRock, Inc.$9M
- MORGAN STANLEY$4M
- BANK OF AMERICA CORP /DE/$3M
- CITADEL ADVISORS LLC$2M
- STIFEL FINANCIAL CORP$2M
Largest trims
- Federation des caisses Desjardins du Quebec$7M
- Morningstar Investment Management LLC$2M
- Gladstone Institutional Advisory LLC$2M
- BESSEMER GROUP INC$352K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$348K
- GTS SECURITIES LLC$324K
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 |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 6,678,424 | $448M | 61.8% | 2026-Q1 |
| BlackRock, Inc. added | 1,498,070 | $100M | 13.9% | 2026-Q1 |
| MORGAN STANLEY added | 326,935 | $22M | 3.0% | 2026-Q1 |
| Morningstar Investment Management LLC trimmed | 260,487 | $17M | 2.4% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 103,178 | $7M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 99,039 | $7M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 87,933 | $6M | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 85,204 | $6M | 0.8% | 2026-Q1 |
| Banco Santander, S.A. new | 77,716 | $5M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 67,804 | $5M | 0.6% | 2026-Q1 |
| ICICI Prudential Asset Management Co Ltd | 64,610 | $4M | 0.6% | 2026-Q1 |
| Creative Planning added | 58,027 | $4M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 48,749 | $3M | 0.5% | 2026-Q1 |
| NORTHLAND SECURITIES, INC. added | 48,730 | $3M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 44,764 | $3M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 36,113 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 34,921 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 34,869 | $2M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 34,732 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 32,744 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 32,333 | $2M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 26,120 | $2M | 0.2% | 2026-Q1 |
| Northstar Financial Companies, Inc. added | 23,433 | $2M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 22,046 | $1M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 19,127 | $1M | 0.2% | 2026-Q1 |
| Y.D. More Investments Ltd added | 17,500 | $1M | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 16,046 | $1M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 15,423 | $1M | 0.1% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 15,371 | $1M | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 14,048 | $941K | 0.1% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 13,852 | $928K | 0.1% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 11,937 | $800K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 11,642 | $780K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 11,329 | $759K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 10,847 | $727K | 0.1% | 2026-Q1 |
| WealthBridge Capital Management, LLC | 10,250 | $687K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. | 10,091 | $652K | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 9,051 | $606K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 8,851 | $589K | 0.1% | 2026-Q1 |
| Fortis Advisors, LLC trimmed | 8,413 | $564K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 7,877 | $528K | 0.1% | 2026-Q1 |
| SOA Wealth Advisors, LLC. | 7,347 | $492K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. | 6,598 | $442K | 0.1% | 2026-Q1 |
| CX Institutional added | 6,384 | $428K | 0.1% | 2026-Q1 |
| LOM Asset Management Ltd | 6,000 | $402K | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 5,739 | $385K | 0.1% | 2026-Q1 |
| Financial Perspectives, Inc trimmed | 5,633 | $377K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 5,506 | $369K | 0.1% | 2026-Q1 |
| BARCLAYS PLC | 5,200 | $348K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 5,005 | $335K | 0.0% | 2026-Q1 |
| Focus Partners Wealth | 4,979 | $334K | 0.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 4,934 | $331K | 0.0% | 2026-Q1 |
| Affiance Financial, LLC | 4,800 | $322K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 4,756 | $319K | 0.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 4,738 | $317K | 0.0% | 2026-Q1 |
| Glassman Wealth Services | 4,700 | $315K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 4,435 | $297K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 4,315 | $289K | 0.0% | 2026-Q1 |
| BLUEDOOR PRIVATE WEALTH, LLC | 4,275 | $286K | 0.0% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC added | 4,266 | $286K | 0.0% | 2026-Q1 |
| NTV Asset Management LLC new | 4,250 | $285K | 0.0% | 2026-Q1 |
| M&T Bank Corp added | 4,060 | $272K | 0.0% | 2026-Q1 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4,000 | $268K | 0.0% | 2026-Q1 |
| Ellis Investment Partners, LLC | 3,983 | $267K | 0.0% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 3,715 | $249K | 0.0% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 3,650 | $245K | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,488 | $235K | 0.0% | 2026-Q1 |
| MAI Capital Management trimmed | 3,493 | $234K | 0.0% | 2026-Q1 |
| Intelligent Financial Strategies trimmed | 3,481 | $233K | 0.0% | 2026-Q1 |
| Stonehage Fleming Financial Services Holdings Ltd | 3,368 | $226K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 3,352 | $225K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 3,229 | $216K | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC | 3,189 | $214K | 0.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 3,122 | $209K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,099 | $207K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 158,122 | $10M | 1.4% | 2025-Q2 stale |
| Cambria Investment Management, L.P. trimmed | 126,944 | $8M | 1.1% | 2025-Q2 stale |
| Money Design Co.,Ltd. trimmed | 72,081 | $5M | 0.7% | 2025-Q2 stale |
| GRIMES & Co WEALTH MANAGEMENT, LLC new | 38,526 | $2M | 0.3% | 2025-Q4 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 29,872 | $2M | 0.3% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 26,189 | $2M | 0.2% | 2025-Q1 stale |
| Crescent Grove Advisors, LLC | 20,700 | $1M | 0.2% | 2025-Q4 stale |
| MGB Wealth Management, LLC added | 17,340 | $1M | 0.2% | 2025-Q4 stale |
| GWN SECURITIES INC. new | 17,267 | $1M | 0.2% | 2025-Q1 stale |
| Cresset Asset Management, LLC added | 14,425 | $933K | 0.1% | 2025-Q4 stale |
| Perigon Wealth Management, LLC added | 14,425 | $929K | 0.1% | 2025-Q3 stale |
| M3 Wealth Management, LLC new | 14,081 | $910K | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 13,709 | $882K | 0.1% | 2025-Q3 stale |
| FSA WEALTH PARTNERS, INC. new | 11,358 | $743K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,343 | $666K | 0.1% | 2025-Q3 stale |
| NAPA WEALTH MANAGEMENT new | 8,309 | $535K | 0.1% | 2025-Q3 stale |
| Orion Porfolio Solutions, LLC trimmed | 7,471 | $481K | 0.1% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC trimmed | 6,578 | $423K | 0.1% | 2025-Q3 stale |
| Tidemark, LLC added | 6,511 | $419K | 0.1% | 2025-Q3 stale |
| J. Safra Sarasin Holding AG new | 5,000 | $327K | 0.0% | 2025-Q2 stale |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,927 | $254K | 0.0% | 2025-Q4 stale |
| Financial & Tax Architects, LLC trimmed | 3,775 | $244K | 0.0% | 2025-Q4 stale |
| CIBC WORLD MARKET INC. trimmed | 3,336 | $215K | 0.0% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP | 3,332 | $213K | 0.0% | 2025-Q1 stale |
| Mutual Advisors, LLC | 3,102 | $205K | 0.0% | 2025-Q3 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.