52 tracked 13F filers disclose a position in KTF as of the latest SEC 13F filings, a combined $66.9M 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 | Karpus Management, Inc. | $29.9M | 3.3M | ▼−11% Reduced · −425K sh | Q1 2026 | |
| 2 | 1607 Capital Partners, LLC | $10.4M | 1.1M | —Held | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $4.2M | 463K | ▲+162% Added · +287K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $2.9M | 321K | ▼−1.9% Reduced · −6K sh | Q1 2026 | |
| 5 | VAN ECK ASSOCIATES CORP | Withheld | 255K | ▲+11% Added · +26K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $2.1M | 229K | ▼−59% Reduced · −324K sh | Q1 2026 | |
| 7 | Hennion & Walsh Asset Management, Inc. | $1.9M | 205K | ▼−52% Reduced · −224K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $1.2M | 137K | ▼−8.0% Reduced · −12K sh | Q1 2026 | |
| 9 | Allspring Global Investments Holdings, LLC | $1.1M | 126K | —Held | Q1 2026 | |
| 10 | Dakota Wealth Management | $1.1M | 121K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 11 | Fiera Capital Corp | $1.0M | 112K | ▲New +112K sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $891K | 98K | ▲+43% Added · +29K sh | Q1 2026 | |
| 13 | Nuveen, LLC | $719K | 79K | —Held | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $646K | 71K | ▲+16% Added · +10K sh | Q1 2026 | |
| 15 | GUGGENHEIM CAPITAL LLC | $619K | 68K | ▼−0.4% Reduced · −270 sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $551K | 61K | ▲+61% Added · +23K sh | Q1 2026 | |
| 17 | UBS Group AG | $520K | 57K | ▼−4.3% Reduced · −3K sh | Q1 2026 | |
| 18 | Advisory Services Network, LLC | $491K | 54K | ▼−9.1% Reduced · −5K sh | Q1 2026 | |
| 19 | &PARTNERS | $481K | 53K | ▲+5.6% Added · +3K sh | Q1 2026 | |
| 20 | Concurrent Investment Advisors, LLC | $470K | 52K | ▲+56% Added · +19K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $468K | 51K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $443K | 49K | ▼−44% Reduced · −38K sh | Q1 2026 | |
| 23 | Summit Trail Advisors, LLC | $430K | 47K | ▲New +47K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $416K | 46K | ▼−1.1% Reduced · −502 sh | Q1 2026 | |
| 25 | Stratos Wealth Partners, LTD. | $332K | 36K | ▲+29% Added · +8K 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, 4 funds opened a new position in KTF and 4 added to an existing one, while 4 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 | 23 funds | $9.8B |
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $8.4B |
| VANGUARD S&P 500 ETFVOO | 23 funds | $6.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $4.8B |
| ISHARES CORE U.S. AGGREGATEAGG | 23 funds | $2.6B |
| ELI LILLY & COLLY | 23 funds | $2.0B |
| VANGUARD FTSE EMERGING MARKEVWO | 23 funds | $1.7B |
| HOME DEPOT INCHD | 23 funds | $1.3B |
| ABBVIE INCABBV | 23 funds | $1.2B |
| ORACLE CORPORCL | 23 funds | $690.9M |
| VANGUARD INFO TECH ETFVGT | 23 funds | $670.6M |
| APPLE INCAAPL | 22 funds | $9.4B |
Ranked by how many of KTF'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/KTF/capital-change-brief"
Use Arkolith's capital_change_brief for KTF. 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 KTF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.