| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | $32.0M | 537.8K | Added | Q1 2026 |
| 2 | Duquesne Family Office LLC | $28.6M | 482.1K | New | Q3 2025 |
| 3 | CITADEL ADVISORS LLC | $25.8M | 433.8K | Added | Q1 2026 |
| 4 | Madison Asset Management, LLC | $20.0M | 335.9K | Reduced | Q1 2026 |
| 5 | Point72 Asset Management, L.P. | $9.3M | 154.0K | New | Q4 2025 |
| 6 | TUDOR INVESTMENT CORP ET AL | $7.4M | 125.0K | Added | Q1 2026 |
| 7 | Atlantic Union Bankshares Corp | $2.8M | 46.2K | Reduced | Q1 2026 |
| 8 | Sanctuary Advisors, LLC | $2.4M | 39.6K | Added | Q1 2026 |
| 9 | CAPITAL FUND MANAGEMENT S.A. | $1.9M | 31.2K | Reduced | Q1 2026 |
| 10 | Segment Wealth Management, LLC | $1.3M | 21.8K | Reduced | Q1 2026 |
| 11 | DRW Securities, LLC | $1.2M | 20.5K | Held | Q1 2026 |
| 12 | Equitable Holdings, Inc. | $1.1M | 18.7K | Added | Q1 2026 |
| 13 | OPPENHEIMER & CO INC | $1.1M | 17.9K | Reduced | Q1 2026 |
| 14 | Forum Financial Management, LP | $1.0M | 17.1K | Added | Q1 2026 |
| 15 | Kestra Advisory Services, LLC | $881K | 14.8K | Added | Q1 2026 |
| 16 | Curi Capital, LLC | $869K | 14.6K | Held | Q1 2026 |
| 17 | GROUP ONE TRADING LLC | $803K | 13.5K | Reduced | Q1 2026 |
| 18 | Advisory Services Network, LLC | $739K | 12.2K | New | Q4 2025 |
| 19 | Atria Investments, Inc | $656K | 11.0K | Added | Q1 2026 |
| 20 | Integrated Wealth Concepts LLC | $651K | 10.9K | New | Q1 2026 |
| 21 | COURIER CAPITAL LLC | $642K | 10.8K | New | Q1 2026 |
| 22 | Lido Advisors, LLC | $640K | 10.7K | Reduced | Q1 2026 |
| 23 | Summit Financial, LLC | $624K | 10.5K | Reduced | Q1 2026 |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | $622K | 10.4K | Added | Q1 2026 |
| 25 | Pathstone Holdings, LLC | $615K | 10.3K | Held | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Costco Wholesale CorpCOST | 88 funds | $5.7B |
| Microsoft CorpMSFT | 87 funds | $25.9B |
| JPMorgan Chase & CoJPM | 87 funds | $12.3B |
| LPHABET INCGOOG | 87 funds | $11.8B |
| Meta Platforms IncMETA | 87 funds | $10.3B |
| LILLY ELI & COLLY | 87 funds | $7.8B |
| Visa IncV | 87 funds | $6.0B |
| NVIDIA CorpNVDA | 86 funds | $33.0B |
| Apple IncAAPL | 86 funds | $32.4B |
| Alphabet IncGOOGL | 86 funds | $17.5B |
| Johnson & JohnsonJNJ | 86 funds | $6.0B |
| Mastercard IncMA | 86 funds | $4.4B |
Ranked by how many of KBE's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for KBE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.