Who owns KYN
Which tracked institutional funds hold KYN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KYN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
25 tracked funds added or opened KYN while 31 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
KYN’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes KYN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KYN 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 252 tracked filers holding KYN, 125 increased or opened the position and 94 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 KYN 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 7
- TSP Capital Management Group, LLC$4M
- NewEdge Advisors, LLC$3M
- MGO ONE SEVEN LLC$2M
- RITHOLTZ WEALTH MANAGEMENT$2M
- Allspring Global Investments Holdings, LLC$1M
- XTX Topco Ltd$1M
Full exits 13
- KAYNE ANDERSON CAPITAL ADVISORS LP$12M
- Penserra Capital Management LLC$9M
- HighTower Advisors, LLC$5M
- ZAZOVE ASSOCIATES LLC$5M
- Lido Advisors, LLC$5M
- Janney Montgomery Scott LLC$2M
Largest adds
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$11M
- Saba Capital Management, L.P.$7M
- Terril Brothers, Inc.$6M
- Magnus Financial Group LLC$3M
- MORGAN STANLEY$3M
- Quantedge Capital Pte Ltd$3M
Largest trims
- Cetera Investment Advisers$5M
- Visionary Wealth Advisors$4M
- BANK OF AMERICA CORP /DE/$4M
- ROYAL BANK OF CANADA$4M
- RAYMOND JAMES FINANCIAL INC$3M
- BROWN ADVISORY INC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 10,405,652 | $144M | 18.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,484,972 | $62M | 7.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 3,627,961 | $50M | 6.4% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 3,584,693 | $50M | 6.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,216,471 | $44M | 5.7% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 2,740,217 | $3M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC added | 2,700,420 | $37M | 4.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,395,884 | $33M | 4.2% | 2026-Q2 |
| Terril Brothers, Inc. added | 1,968,119 | $27M | 3.5% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 1,912,181 | $26M | 3.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,854,683 | $26M | 3.3% | 2026-Q2 |
| UBS Group AG added | 1,627,868 | $23M | 2.9% | 2026-Q2 |
| Pathstone Holdings, LLC added | 1,524,934 | $21M | 2.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,195,501 | $17M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 791,696 | $11M | 1.4% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 697,198 | $10M | 1.2% | 2026-Q2 |
| Cadent Capital Advisors, LLC trimmed | 668,678 | $9M | 1.2% | 2026-Q2 |
| Zimmer Partners, LP added | 652,500 | $9M | 1.2% | 2026-Q2 |
| LPL Financial LLC added | 632,020 | $9M | 1.1% | 2026-Q2 |
| BARD ASSOCIATES INC added | 624,480 | $9M | 1.1% | 2026-Q2 |
| STANSBERRY ASSET MANAGEMENT, LLC trimmed | 599,903 | $8M | 1.1% | 2026-Q2 |
| Saba Capital Management, L.P. added | 550,782 | $8M | 1.0% | 2026-Q2 |
| Magnus Financial Group LLC added | 483,506 | $7M | 0.9% | 2026-Q2 |
| Summit Financial, LLC trimmed | 454,618 | $6M | 0.8% | 2026-Q2 |
| COMMERCE BANK added | 411,474 | $6M | 0.7% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 373,362 | $5M | 0.7% | 2026-Q2 |
| Quantedge Capital Pte Ltd added | 335,194 | $5M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 332,199 | $5M | 0.6% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. added | 311,135 | $4M | 0.5% | 2026-Q2 |
| Garner Asset Management Corp added | 309,981 | $4M | 0.5% | 2026-Q2 |
| McGowan Group Asset Management, Inc. added | 309,680 | $4M | 0.5% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 307,432 | $4M | 0.5% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 299,535 | $4M | 0.5% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 276,097 | $4M | 0.5% | 2026-Q2 |
| TSP Capital Management Group, LLC added | 270,525 | $4M | 0.5% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 229,352 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 227,320 | $3M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 220,149 | $3M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 214,606 | $3M | 0.4% | 2026-Q2 |
| FourThought Financial Partners, LLC trimmed | 210,588 | $3M | 0.4% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC trimmed | 190,812 | $3M | 0.3% | 2026-Q2 |
| Edgemoor Investment Advisors, Inc. trimmed | 186,308 | $3M | 0.3% | 2026-Q2 |
| Bridgewater Advisors Inc. trimmed | 176,601 | $3M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 172,033 | $2M | 0.3% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 166,818 | $2M | 0.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT new | 150,000 | $2M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 149,582 | $2M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 144,300 | $2M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 141,250 | $2M | 0.2% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. added | 141,106 | $2M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 136,874 | $2M | 0.2% | 2026-Q2 |
| PROMETHIUM ADVISORS,LLC added | 128,185 | $2M | 0.2% | 2026-Q2 |
| AG Asset Advisory, LLC added | 120,714 | $2M | 0.2% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 118,898 | $2M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 116,229 | $2M | 0.2% | 2026-Q2 |
| Independent Wealth Network Inc. added | 111,995 | $2M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 105,370 | $1M | 0.2% | 2026-Q2 |
| Collar Capital Management, LLC trimmed | 102,789 | $1M | 0.2% | 2026-Q2 |
| NWAM LLC added | 95,617 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 94,701 | $1M | 0.2% | 2026-Q2 |
| Indivisible Partners added | 91,264 | $1M | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 88,661 | $1M | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 85,207 | $1M | 0.2% | 2026-Q2 |
| Aristides Capital LLC added | 84,294 | $1M | 0.1% | 2026-Q2 |
| Secure Asset Management, LLC added | 79,697 | $1M | 0.1% | 2026-Q2 |
| CURA WEALTH ADVISORS, LLC added | 79,012 | $1M | 0.1% | 2026-Q2 |
| Post Resch Tallon Group Inc. added | 78,545 | $1M | 0.1% | 2026-Q2 |
| JEPPSON WEALTH MANAGEMENT, LLC trimmed | 75,434 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 72,156 | $998K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 72,072 | $997K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 70,114 | $970K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 69,686 | $964K | 0.1% | 2026-Q2 |
| TrueMark Investments, LLC added | 65,275 | $903K | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 64,445 | $891K | 0.1% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC | 64,411 | $891K | 0.1% | 2026-Q2 |
| Pallas Capital Advisors LLC | 61,689 | $853K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 59,030 | $816K | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP | 56,800 | $786K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 56,570 | $782K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 56,149 | $777K | 0.1% | 2026-Q2 |
| TCTC Holdings, LLC trimmed | 55,325 | $765K | 0.1% | 2026-Q2 |
| Colter Lewis Investment Partners LLC added | 54,023 | $747K | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 49,338 | $682K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 48,535 | $671K | 0.1% | 2026-Q2 |
| MONETARY MANAGEMENT GROUP INC | 48,250 | $667K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 48,085 | $665K | 0.1% | 2026-Q2 |
| Manhattan West Asset Management, LLC trimmed | 48,038 | $664K | 0.1% | 2026-Q2 |
| Eagle Bluffs Wealth Management LLC | 46,543 | $644K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 46,474 | $643K | 0.1% | 2026-Q2 |
| Concorde Asset Management, LLC added | 46,170 | $639K | 0.1% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 45,775 | $647K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. | 44,773 | $619K | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 44,045 | $609K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 40,654 | $562K | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 40,368 | $558K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 40,081 | $554K | 0.1% | 2026-Q2 |
| Operose Advisors LLC | 38,146 | $528K | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 36,896 | $510K | 0.1% | 2026-Q2 |
| BHK Investment Advisors, LLC | 36,500 | $505K | 0.1% | 2026-Q2 |
| Hickory Point Bank & Trust trimmed | 36,250 | $501K | 0.1% | 2026-Q2 |
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.