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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $28.1M | 995K | ▲New +995K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $7.2M | 257K | ▲+22% Added · +46K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 164K | ▲+64% Added · +64K sh | Q1 2026 | |
| 4 | MANNING & NAPIER ADVISORS LLC | $4.5M | 160K | ▲+107% Added · +83K sh | Q1 2026 | |
| 5 | Longview Financial Advisors, Inc. | $3.5M | 128K | ▼−5.0% Reduced · −7K sh | Q2 2026 | |
| 6 | GeoWealth Management, LLC | $2.6M | 93K | ▲New +93K sh | Q1 2026 | |
| 7 | CSS LLC/IL | $2.2M | 78K | —Held | Q1 2026 | |
| 8 | Kovack Advisors, Inc. | $2.0M | 71K | ▲+425% Added · +58K sh | Q1 2026 | |
| 9 | BANK OF MONTREAL /CAN/ | $1.9M | 69K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 10 | Lifetime Wealth Management P.C. | $1.3M | 46K | ▲+6.5% Added · +3K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.1M | 39K | ▲+120% Added · +21K sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 38K | ▲+95% Added · +19K sh | Q1 2026 | |
| 13 | SteelPeak Wealth, LLC | $924K | 34K | ▲New +34K sh | Q2 2026 | |
| 14 | Fermata Advisors, LLC | $849K | 31K | ▲+5.1% Added · +1K sh | Q2 2026 | |
| 15 | FMA Wealth Management, LLC | $627K | 23K | ▼−0.8% Reduced · −189 sh | Q2 2026 | |
| 16 | Visionary Wealth Advisors | $577K | 20K | ▼−4.7% Reduced · −1K sh | Q1 2026 | |
| 17 | Atria Investments, Inc | $513K | 18K | ▼−18% Reduced · −4K sh | Q1 2026 | |
| 18 | Ancora Advisors LLC | $512K | 18K | ▼−17% Reduced · −4K sh | Q1 2026 | |
| 19 | Blueprint Investment Partners LLC | $380K | 13K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 20 | MGO ONE SEVEN LLC | $359K | 13K | ▼−8.6% Reduced · −1K sh | Q1 2026 | |
| 21 | PFG Investments, LLC | $307K | 11K | ▼−1.8% Reduced · −200 sh | Q1 2026 | |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $254K | 9K | ▲New +9K sh | Q2 2026 | |
| 23 | Advisory Services Network, LLC | $143K | 5K | ▲New +5K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $65K | 2K | ▼−19% Reduced · −561 sh | Q1 2026 | |
| 25 | CWM, LLC | $18K | 655 | ▼−22% Reduced · −185 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 12 funds | $2.0B |
| AMAZON.COM INCAMZN | 12 funds | $1.3B |
| BROADCOM INCAVGO | 12 funds | $1.0B |
| JOHNSON & JOHNSONJNJ | 12 funds | $423.6M |
| PROCTER & GAMBLE CO/THEPG | 12 funds | $414.4M |
| CHEVRON CORPCVX | 12 funds | $264.1M |
| SS ENERGY SELECT SECTORXLE | 12 funds | $235.8M |
| ISHARES GOLD TRUSTIAU | 12 funds | $200.5M |
| QUALCOMM INCQCOM | 12 funds | $169.8M |
| PEPSICO INCPEP | 12 funds | $141.4M |
| CONOCOPHILLIPSCOP | 12 funds | $122.0M |
| ORACLE CORPORCL | 12 funds | $110.3M |
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.