% of shares outstanding is not shown for KBA: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for KBA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 406K | 357K | 321K | 336K | 313K | 281K | $8M |
| BANK OF AMERICA CORP /DE/ | 87K | 66K | 62K | 69K | 54K | 94K | $3M |
| ENVESTNET ASSET MANAGEMENT INC | 17K | 24K | 35K | 95K | 77K | 88K | $3M |
| ROYAL BANK OF CANADA | 87K | 65K | 130K | 163K | 78K | 85K | $3M |
| MML INVESTORS SERVICES, LLC | 19K | 23K | 36K | 105K | 71K | 69K | $2M |
| WELLS FARGO & COMPANY/MN | 6K | 65K | 1K | 81K | 57K | 58K | $2M |
| Spectrum Strategic Capital Management, LLC | — | — | — | — | 54K | 55K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 211K | 232K | 66K | 76K | 15K | 52K | $2M |
| UBS Group AG | 58K | 35K | 37K | 51K | 32K | 44K | $1M |
| Phoenix Financial Ltd. | 87K | 85K | 85K | 171K | 85K | 41K | $1M |
| BlackRock, Inc. | 85K | 85K | 85K | 85K | 85K | 41K | $1M |
| HighTower Advisors, LLC | — | — | — | 25K | — | 36K | $1M |
| GOLDMAN SACHS GROUP INC | — | — | — | 140K | 33K | 33K | $1M |
| Ascentis Independent Advisors | — | — | — | — | — | 21K | $632,100 |
| OSAIC HOLDINGS, INC. | 2K | 4K | 4K | 52K | 21K | 21K | $630,725 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +40,102 | $1M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +37,879 | $1M | ADD |
| HighTower Advisors, LLC | +36,388 | $1M | OPEN |
| Ascentis Independent Advisors | +20,889 | $632,101 | OPEN |
| Cambridge Investment Research Advisors, Inc. | +12,893 | $390,142 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | −63,082 | $2M | CLOSE |
| OLD MISSION CAPITAL LLC | −61,345 | $2M | CLOSE |
| Phoenix Financial Ltd. | −44,462 | $1M | TRIM |
| BlackRock, Inc. | −44,462 | $1M | TRIM |
| D. E. Shaw & Co., Inc. | −37,353 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 41 | 1,154,084 | — | $35M |
| 2025-Q4 | 45 | 1,318,911 | — | $41M |
| 2025-Q3 | 53 | 2,213,356 | — | $67M |
| 2025-Q2 | 37 | 1,266,574 | — | $31M |
| 2025-Q1 | 45 | 1,718,555 | — | $41M |
| 2024-Q4 | 42 | 1,610,132 | — | $37M |
| 2024-Q3 | 36 | 1,431,082 | — | $39M |
| 2024-Q2 | 37 | 1,996,413 | — | $44M |
| 2024-Q1 | 36 | 3,302,909 | — | $71M |
| 2023-Q4 | 36 | 4,608,245 | — | $100M |
| 2023-Q3 | 42 | 10,952,575 | — | $249M |
| 2023-Q2 | 46 | 9,701,369 | — | $224M |
| 2023-Q1 | 56 | 10,156,343 | — | $263M |
| 2022-Q4 | 62 | 10,649,068 | — | $272M |
| 2022-Q3 | 60 | 12,205,205 | — | $372M |
| 2022-Q2 | 72 | 13,484,688 | — | $523M |
| 2022-Q1 | 70 | 13,614,451 | — | $486M |
| 2021-Q4 | 83 | 14,536,618 | — | $620M |
| 2021-Q3 | 70 | 14,448,268 | — | $647M |
| 2021-Q2 | 80 | 15,735,075 | — | $738M |
| 2021-Q1 | 81 | 15,341,562 | — | $667M |
| 2020-Q4 | 101 | 14,981,300 | — | $675M |
| 2020-Q3 | 87 | 12,502,786 | — | $483M |
| 2020-Q2 | 70 | 11,574,002 | — | $383M |
| 2020-Q1 | 76 | 12,519,516 | — | $361M |
| 2019-Q4 | 75 | 11,042,428 | — | $349M |
| 2019-Q3 | 72 | 9,859,823 | — | $356M |
| 2019-Q2 | 75 | 9,694,868 | — | $292M |
| 2019-Q1 | 68 | 6,463,017 | — | $198M |
| 2018-Q4 | 50 | 4,435,519 | — | $102M |
| 2018-Q3 | 49 | 3,067,213 | — | $88M |
| 2018-Q2 | 64 | 2,589,035 | — | $78M |
| 2018-Q1 | 46 | 1,612,395 | — | $56M |
| 2017-Q4 | 37 | 1,094,916 | — | $38M |
| 2017-Q3 | 34 | 780,557 | — | $26M |
| 2017-Q2 | 27 | 460,886 | — | $14M |
| 2017-Q1 | 12 | 126,835 | — | $4M |
| 2016-Q4 | 8 | 20,460 | — | $547,000 |
| 2016-Q3 | 8 | 129,878 | — | $4M |
| 2016-Q2 | 7 | 30,690 | — | $846,000 |
| 2016-Q1 | 4 | 15,207 | — | $464,000 |
| 2015-Q4 | 5 | 57,534 | — | $2M |
| 2015-Q3 | 7 | 49,203 | — | $2M |
| 2015-Q2 | 12 | 206,741 | — | $12M |
| 2015-Q1 | 6 | 143,741 | — | $8M |
| 2014-Q4 | 7 | 59,046 | — | $3M |
| 2014-Q3 | 3 | 82,209 | — | $3M |
| 2014-Q2 | 3 | 91,976 | — | $3M |
| 2014-Q1 | 4 | 394,722 | — | $12M |
