| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $28.1M | 995.4K | New | Q1 2026 |
| 2 | STATE STREET CORP | $6.3M | 204.7K | New | Q4 2022 |
| 3 | MANNING & NAPIER ADVISORS LLC | $4.5M | 160.0K | Added | Q1 2026 |
| 4 | GeoWealth Management, LLC | $2.6M | 93.3K | New | Q1 2026 |
| 5 | CSS LLC/IL | $2.2M | 78.0K | Held | Q1 2026 |
| 6 | Kovack Advisors, Inc. | $2.0M | 71.4K | New | Q1 2026 |
| 7 | Visionary Wealth Advisors | $577K | 20.4K | Reduced | Q1 2026 |
| 8 | Atria Investments, Inc | $513K | 18.2K | Reduced | Q1 2026 |
| 9 | Ancora Advisors LLC | $512K | 18.1K | Added | Q1 2026 |
| 10 | MGO ONE SEVEN LLC | $359K | 12.7K | Reduced | Q1 2026 |
| 11 | CWM, LLC | $18K | 655 | Reduced | Q1 2026 |
| 12 | ASSETMARK, INC | $169 | 6 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 12 funds | $2.0B |
| BROADCOM LTD SHSAVGO | 12 funds | $1.0B |
| JOHNSON & JOHNSONJNJ | 12 funds | $423.6M |
| PROCTER & GAMBLE COPG | 12 funds | $414.4M |
| CHEVRON CORPORATIONCVX | 12 funds | $264.1M |
| SELECT SECTOR SPDR TR SBI INT-XLE | 12 funds | $235.8M |
| ISHARES GOLD TRUSTIAU | 12 funds | $200.5M |
| QUALCOMM INC COMQCOM | 12 funds | $169.8M |
| PEPSICO INCPEP | 12 funds | $141.4M |
| CONOCOPHILLIPSCOP | 12 funds | $122.0M |
| ORACLE CORP COMORCL | 12 funds | $110.3M |
| ISHARES TR CORE S&P500 ETFIVV | 11 funds | $3.6B |
Ranked by how many of KMLM'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 KMLM. 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.