64 tracked 13F filers disclose a position in KIO as of the latest SEC 13F filings, a combined $84.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $30.2M | 2.7M | ▲+39% Added · +769K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $8.7M | 794K | ▲+5.0% Added · +38K sh | Q1 2026 | |
| 3 | UBS Group AG | $7.3M | 660K | ▲+6.5% Added · +40K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $6.4M | 583K | ▲+2.1% Added · +12K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $3.8M | 342K | ▲+8.6% Added · +27K sh | Q1 2026 | |
| 6 | Logan Stone Capital, LLC | $2.7M | 246K | ▲+46% Added · +78K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $2.3M | 213K | ▲+80% Added · +94K sh | Q1 2026 | |
| 8 | Rareview Capital LLC | $2.5M | 199K | ▲+10% Added · +18K sh | Q2 2026 | |
| 9 | Shaker Financial Services, LLC | $2.0M | 176K | ▼−44% Reduced · −140K sh | Q2 2026 | |
| 10 | Karpus Management, Inc. | $1.9M | 169K | ▼−3.8% Reduced · −7K sh | Q1 2026 | |
| 11 | Kovack Advisors, Inc. | $1.5M | 135K | ▼−14% Reduced · −23K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.3M | 117K | ▼−3.6% Reduced · −4K sh | Q1 2026 | |
| 13 | J.W. COLE ADVISORS, INC. | $1.1M | 102K | ▲Added Added · +102K sh | Q2 2026 | |
| 14 | Joseph P. Lucia & Associates, LLC | $1.1M | 99K | ▼−6.0% Reduced · −6K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $1.1M | 96K | ▲+5.0% Added · +5K sh | Q1 2026 | |
| 16 | Baird Financial Group, Inc. | $915K | 83K | ▼−7.9% Reduced · −7K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $846K | 77K | ▼−35% Reduced · −42K sh | Q1 2026 | |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | $836K | 76K | ▼−75% Reduced · −227K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $725K | 66K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $563K | 51K | ▲+5.8% Added · +3K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $533K | 48K | ▼−2.1% Reduced · −1K sh | Q1 2026 | |
| 22 | Bramshill Investments, LLC | $519K | 47K | ▼−0.6% Reduced · −299 sh | Q1 2026 | |
| 23 | PFG Investments, LLC | $487K | 44K | ▲New +44K sh | Q1 2026 | |
| 24 | FIFTH THIRD BANCORP | $438K | 40K | ▲New +40K sh | Q1 2026 | |
| 25 | STEPHENS INC /AR/ | $404K | 37K | ▲+0.1% Added · +27 sh | Q1 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, 5 funds opened a new position in KIO and 7 added to an existing one, while 12 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 26 funds | $9.3B |
| APPLE INCAAPL | 25 funds | $10.4B |
| ELI LILLY & COLLY | 25 funds | $2.2B |
| HOME DEPOT INCHD | 25 funds | $1.8B |
| ABBVIE INCABBV | 25 funds | $1.2B |
| ORACLE CORPORCL | 25 funds | $1.0B |
| AMGEN INCAMGN | 25 funds | $843.0M |
| WALT DISNEY CO/THEDIS | 25 funds | $466.3M |
| NVIDIA CORPNVDA | 24 funds | $11.9B |
| AMAZON.COM INCAMZN | 24 funds | $7.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 24 funds | $6.7B |
Ranked by how many of KIO's institutional holders also hold each name, a cross-fund conviction signal.
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 + end-of-day price history + the live filing stream, joined for KIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.