Among active 13F managers last quarter, 5 opened and 16 added, while 11 reduced; the largest holder to move was Guggenheim Capital LLC (+5.0%).
76 tracked 13F filers disclose a position in KIO as of the latest SEC 13F filings, a combined $86.6M 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 | Morgan Stanley | 2.7M | $30.2M | ▲+39% Added · +769K sh | Q1 2026 | |
| 2 | Guggenheim Capital LLC | 794K | $8.7M | ▲+5.0% Added · +38K sh | Q1 2026 | |
| 3 | UBS Group AG | 660K | $7.3M | ▲+6.5% Added · +40K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 583K | $6.4M | ▲+2.1% Added · +12K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 342K | $3.8M | ▲+8.6% Added · +27K sh | Q1 2026 | |
| 6 | Kovack Advisors, Inc. | 217K | $2.5M | ▲+60% Added · +82K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 213K | $2.3M | ▲+80% Added · +94K sh | Q1 2026 | |
| 8 | Rareview Capital LLC | 199K | $2.5M | ▲+10% Added · +18K sh | Q2 2026 | |
| 9 | Shaker Financial Services, LLC | 176K | $2.0M | ▼−44% Reduced · −140K sh | Q2 2026 | |
| 10 | Karpus Management, Inc. | 163K | $1.8M | ▼−3.4% Reduced · −6K sh | Q2 2026 | |
| 11 | Raymond James Financial Inc | 117K | $1.3M | ▼−3.6% Reduced · −4K sh | Q1 2026 | |
| 12 | J.W. Cole Advisors, Inc. | 102K | $1.1M | ▲Added Added · +102K sh | Q2 2026 | |
| 13 | Joseph P. Lucia & Associates, LLC | 100K | $1.1M | ▲+1.0% Added · +988 sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | 96K | $1.1M | ▲+5.0% Added · +5K sh | Q1 2026 | |
| 15 | Baird Financial Group, Inc. | 83K | $915K | ▼−7.9% Reduced · −7K sh | Q1 2026 | |
| 16 | Royal Bank Of Canada | 77K | $846K | ▼−35% Reduced · −42K sh | Q1 2026 | |
| 17 | Balyasny Asset Management L.P. | 76K | $836K | ▼−75% Reduced · −227K sh | Q1 2026 | |
| 18 | Advisors Asset Management, Inc. | 74K | $831K | ▲New +74K sh | Q2 2026 | |
| 19 | Rockefeller Capital Management L.P. | 66K | $725K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 20 | Robinson Capital Management, LLC | 52K | $587K | —Held | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 51K | $563K | ▲+5.8% Added · +3K sh | Q1 2026 | |
| 22 | Bramshill Investments, LLC | 48K | $537K | ▲+1.1% Added · +522 sh | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | 47K | $533K | ▼−2.3% Reduced · −1K sh | Q2 2026 | |
| 24 | PFG Investments, LLC | 44K | $487K | ▲New +44K sh | Q1 2026 | |
| 25 | Carnegie Lake Advisors LLC | 43K | $483K | ▼−0.6% Reduced · −250 sh | 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in KIO and 16 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
Connected entities for KIO
This ETF 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/KIO/capital-change-brief"
Use Arkolith's capital_change_brief for KIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for KIO. Filings are public domain, sourced to SEC EDGAR.