57 tracked 13F filers disclose a position in KMLM as of the latest SEC 13F filings, a combined $103.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $28.1M | 995K | ▲New +995K sh | Q1 2026 | |
| 2 | Ted Buchan & Co | $8.5M | 309K | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 3 | Alliance Wealth Advisors, LLC /UT | $7.1M | 257K | ▲New +257K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $7.2M | 257K | ▲+22% Added · +46K sh | Q1 2026 | |
| 5 | ABBINGTON INVESTMENT GROUP | $7.0M | 253K | ▲+3.6% Added · +9K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 164K | ▲+64% Added · +64K sh | Q1 2026 | |
| 7 | MANNING & NAPIER ADVISORS LLC | $4.5M | 160K | ▲+107% Added · +83K sh | Q1 2026 | |
| 8 | Longview Financial Advisors, Inc. | $3.5M | 128K | ▼−5.0% Reduced · −7K sh | Q2 2026 | |
| 9 | Sound Financial Strategies Group, LLC | $3.1M | 113K | ▼~0% Reduced · −12 sh | Q2 2026 | |
| 10 | Illumine Investment Management, LLC | $3.1M | 110K | ▲+0.2% Added · +265 sh | Q1 2026 | |
| 11 | Magnolia Private Wealth, LLC | $1.6M | 105K | ▲+24% Added · +20K sh | Q2 2026 | |
| 12 | Latitude Advisors, LLC | $2.2M | 79K | ▼−0.6% Reduced · −449 sh | Q2 2026 | |
| 13 | CSS LLC/IL | $2.2M | 78K | —Held | Q1 2026 | |
| 14 | BANK OF MONTREAL /CAN/ | $1.9M | 69K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 15 | Beacon Capital Management, Inc. | $1.5M | 55K | ▲New +55K sh | Q2 2026 | |
| 16 | Lifetime Wealth Management P.C. | $1.2M | 45K | ▼−2.1% Reduced · −951 sh | Q2 2026 | |
| 17 | NVWM, LLC | $1.1M | 41K | ▼−1.4% Reduced · −569 sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $1.1M | 39K | ▲+120% Added · +21K sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 38K | ▲+95% Added · +19K sh | Q1 2026 | |
| 20 | SteelPeak Wealth, LLC | $924K | 34K | ▲New +34K sh | Q2 2026 | |
| 21 | Fermata Advisors, LLC | $849K | 31K | ▲+5.1% Added · +1K sh | Q2 2026 | |
| 22 | Persium Advisors, LLC | $797K | 29K | ▲New +29K sh | Q2 2026 | |
| 23 | Naviter Wealth, LLC | $757K | 28K | ▲+248% Added · +20K sh | Q1 2025 | |
| 24 | Ameritas Advisory Services, LLC | $745K | 27K | ▲New +27K sh | Q2 2026 | |
| 25 | Altiora Financial Group, LLC | $660K | 24K | ▲+48% Added · +8K 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.
Last quarter, 12 funds opened a new position in KMLM and 10 added to an existing one, while 8 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 | 31 funds | $1.2B |
| NVIDIA CORPNVDA | 30 funds | $2.1B |
| AMAZON.COM INCAMZN | 30 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 30 funds | $585.4M |
| BROADCOM INCAVGO | 29 funds | $722.0M |
| ALPHABET INC-CL CGOOG | 29 funds | $492.7M |
| ELI LILLY & COLLY | 29 funds | $364.5M |
| APPLE INCAAPL | 28 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 27 funds | $783.9M |
| TESLA INCTSLA | 27 funds | $352.5M |
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $3.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $917.4M |
Ranked by how many of KMLM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| KWEBmc | 289 funds | $3.4B |
| IVOLmc | 72 funds | $235.6M |
| AGIXUIT EXCHANGE TRADED | 64 funds | $106.6M |
| KMLMthis pageUIT EXCHANGE TRADED | 57 funds | $103.6M |
| KOIDUIT EXCHANGE TRADED | 55 funds | $48.0M |
| KRBNTRUST | 46 funds | $12.8M |
| KBAmc | 43 funds | $40.0M |
| KEMXmc | 33 funds | $60.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for KMLM
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/KMLM/capital-change-brief"
Use Arkolith's capital_change_brief for KMLM. 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 KMLM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.