Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Financial Gravity Companies, Inc. (+7.0%). No recent Form 4 insider filings for KBSR.
Funds lean in and no leg opposes.
6 tracked 13F filers disclose a position in KBSR as of the latest SEC 13F filings, a combined $176K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Old National Bancorp | 20K | $76K | —Held | Q1 2026 | |
| 2 | Financial Gravity Companies, Inc. | 17K | $45K | ▲+7.0% Added · +1K sh | Q2 2026 | |
| 3 | Kingswood Wealth Advisors, LLC | 14K | $38K | ▲New +14K sh | Q2 2026 | |
| 4 | Westside Investment Management, Inc. | 4K | $11K | ▲New +4K sh | Q2 2026 | |
| 5 | Gleason Group, Inc. | 2K | $4K | ▲New +2K sh | Q2 2026 | |
| 6 | Main Street Group, LTD | 521 | $1K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in KBSR and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 4 funds | $248.5M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $183.8M |
| Vanguard Value ETFVTV | 4 funds | $77.6M |
| Vanguard Growth ETFVUG | 4 funds | $68.8M |
| Apple IncAAPL | 4 funds | $39.6M |
| Schwab US Large-Cap ETFSCHX | 4 funds | $39.5M |
| Vanguard High DVD Yield ETFVYM | 4 funds | $35.8M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $33.8M |
| Amazon.com IncAMZN | 4 funds | $26.3M |
| Microsoft CorpMSFT | 4 funds | $26.0M |
| Ishares Core S&P Total U.S.ITOT | 4 funds | $24.8M |
| Alphabet Inc-CL AGOOGL | 4 funds | $19.4M |
Ranked by how many of KBSR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KBSR.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for KBSR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/KBSR/capital-change-brief"
Use Arkolith's capital_change_brief for KBSR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for KBSR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.