Who owns KYN (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-Q1 13F filings. 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
The tracked-fund tape on KYN is one-sided between 2025-Q4 and 2026-Q1: 66 added or opened and 12 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 253 tracked filers holding KYN, 103 increased or opened the position and 104 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 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 6
- Penserra Capital Management LLC$9M
- Thomas J. Herzfeld Advisors, Inc.$3M
- FIFTH THIRD BANCORP$2M
- Navis Wealth Advisors, LLC$1M
- Waverly Advisors, LLC$665K
- WOLVERINE ASSET MANAGEMENT LLC$574K
Full exits 7
- ZAZOVE ASSOCIATES LLC$5M
- Matisse Capital$3M
- NewEdge Advisors, LLC$2M
- Verition Fund Management LLC$2M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- COMERICA BANK$1M
Largest adds
- MORGAN STANLEY$15M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$11M
- WELLS FARGO & COMPANY/MN$8M
- BANK OF AMERICA CORP /DE/$7M
- UBS Group AG$6M
- BROWN ADVISORY INC$5M
Largest trims
- Wealth Advisory Solutions, LLC$3M
- Saba Capital Management, L.P.$2M
- GUGGENHEIM CAPITAL LLC$545K
- HB Wealth Management, LLC$539K
- MERCER GLOBAL ADVISORS INC /ADV$323K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 9,849,468 | $141M | 17.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,604,716 | $66M | 8.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 3,883,014 | $55M | 6.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,159,867 | $45M | 5.5% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 2,707,781 | $39M | 4.7% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 2,694,920 | $38M | 4.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,499,865 | $36M | 4.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,042,708 | $29M | 3.6% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 1,915,888 | $27M | 3.3% | 2026-Q1 |
| UBS Group AG added | 1,545,464 | $22M | 2.7% | 2026-Q1 |
| Terril Brothers, Inc. trimmed | 1,468,432 | $21M | 2.6% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 1,332,860 | $19M | 2.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,228,981 | $18M | 2.1% | 2026-Q1 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 808,748 | $12M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 752,628 | $11M | 1.3% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 692,896 | $10M | 1.2% | 2026-Q1 |
| Cadent Capital Advisors, LLC added | 680,307 | $10M | 1.2% | 2026-Q1 |
| Penserra Capital Management LLC added | 642,894 | $9M | 1.1% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC trimmed | 626,411 | $9M | 1.1% | 2026-Q1 |
| LPL Financial LLC added | 611,864 | $9M | 1.1% | 2026-Q1 |
| Zimmer Partners, LP added | 587,500 | $8M | 1.0% | 2026-Q1 |
| BARD ASSOCIATES INC trimmed | 586,261 | $8M | 1.0% | 2026-Q1 |
| Summit Financial, LLC trimmed | 516,513 | $7M | 0.9% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 409,280 | $6M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 373,409 | $5M | 0.7% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 343,771 | $5M | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 332,548 | $5M | 0.6% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 332,204 | $5M | 0.6% | 2026-Q1 |
| COMMERCE BANK added | 323,794 | $5M | 0.6% | 2026-Q1 |
| McGowan Group Asset Management, Inc. added | 308,181 | $4M | 0.5% | 2026-Q1 |
| Garner Asset Management Corp added | 306,086 | $4M | 0.5% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 303,698 | $4M | 0.5% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 302,713 | $4M | 0.5% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 288,032 | $4M | 0.5% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 235,520 | $3M | 0.4% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 234,136 | $3M | 0.4% | 2026-Q1 |
| RFG Advisory, LLC added | 233,923 | $3M | 0.4% | 2026-Q1 |
| FourThought Financial Partners, LLC trimmed | 211,706 | $3M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 207,177 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 198,778 | $3M | 0.3% | 2026-Q1 |
| Ascentis Wealth Management, LLC added | 197,486 | $3M | 0.3% | 2026-Q1 |
| Edgemoor Investment Advisors, Inc. added | 194,896 | $3M | 0.3% | 2026-Q1 |
| Beverly Hills Private Wealth, LLC trimmed | 192,065 | $3M | 0.3% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 190,006 | $3M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 144,300 | $2M | 0.3% | 2026-Q1 |
| Quantedge Capital Pte Ltd added | 144,094 | $2M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 141,218 | $2M | 0.2% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. trimmed | 141,072 | $2M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 139,105 | $2M | 0.2% | 2026-Q1 |
| PROMETHIUM ADVISORS,LLC added | 127,245 | $2M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 123,653 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 115,998 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 115,771 | $2M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 114,662 | $2M | 0.2% | 2026-Q1 |
| AG Asset Advisory, LLC added | 111,714 | $2M | 0.2% | 2026-Q1 |
| Independent Wealth Network Inc. added | 109,924 | $2M | 0.2% | 2026-Q1 |
| Collar Capital Management, LLC trimmed | 108,617 | $2M | 0.2% | 2026-Q1 |
| COHEN & STEERS, INC. added | 106,000 | $2M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 105,054 | $2M | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 100,896 | $1M | 0.2% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S added | 97,320 | $1M | 0.2% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 87,184 | $1M | 0.2% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 85,735 | $1M | 0.1% | 2026-Q1 |
| Indivisible Partners added | 84,985 | $1M | 0.1% | 2026-Q1 |
| NWAM LLC added | 82,048 | $1M | 0.1% | 2026-Q1 |
| CURA WEALTH ADVISORS, LLC added | 79,003 | $1M | 0.1% | 2026-Q1 |
| Secure Asset Management, LLC trimmed | 78,870 | $1M | 0.1% | 2026-Q1 |
| Aristides Capital LLC added | 78,004 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 77,767 | $1M | 0.1% | 2026-Q1 |
| JEPPSON WEALTH MANAGEMENT, LLC trimmed | 75,981 | $1M | 0.1% | 2026-Q1 |
| Post Resch Tallon Group Inc. trimmed | 74,394 | $1M | 0.1% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 72,413 | $1M | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 69,530 | $993K | 0.1% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC | 64,411 | $920K | 0.1% | 2026-Q1 |
| Pallas Capital Advisors LLC | 61,689 | $881K | 0.1% | 2026-Q1 |
| SANDERS MORRIS HARRIS LLC | 61,200 | $874K | 0.1% | 2026-Q1 |
| TrueMark Investments, LLC added | 60,973 | $871K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 59,814 | $854K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 59,763 | $853K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 59,436 | $849K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 59,030 | $843K | 0.1% | 2026-Q1 |
| PFG Investments, LLC trimmed | 57,406 | $820K | 0.1% | 2026-Q1 |
| Baker Avenue Asset Management, LP | 56,800 | $811K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 55,544 | $793K | 0.1% | 2026-Q1 |
| TCTC Holdings, LLC trimmed | 55,400 | $791K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 53,454 | $763K | 0.1% | 2026-Q1 |
| ZAZOVE ASSOCIATES LLC added | 414,961 | $5M | 0.6% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. added | 395,339 | $5M | 0.6% | 2025-Q3 stale |
| TSP Capital Management Group, LLC trimmed | 262,825 | $3M | 0.4% | 2025-Q3 stale |
| Matisse Capital | 222,839 | $3M | 0.3% | 2025-Q4 stale |
| Cornerstone Advisors, LLC | 205,708 | $3M | 0.3% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 193,086 | $2M | 0.3% | 2025-Q4 stale |
| Verition Fund Management LLC new | 169,175 | $2M | 0.3% | 2025-Q4 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 152,749 | $2M | 0.2% | 2025-Q4 stale |
| Laird Norton Wetherby Wealth Management, LLC added | 133,672 | $2M | 0.2% | 2025-Q3 stale |
| LAZARD ASSET MANAGEMENT LLC added | 121,886 | $2M | 0.2% | 2025-Q2 stale |
| COMERICA BANK added | 105,770 | $1M | 0.2% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC added | 104,149 | $1M | 0.2% | 2025-Q3 stale |
| WNY Asset Management, LLC trimmed | 98,939 | $1M | 0.1% | 2025-Q3 stale |
| Stonegate Investment Group, LLC added | 83,130 | $1M | 0.1% | 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.