% of shares outstanding is not shown for KBWY: 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 KBWY 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 | 586K | 616K | 661K | 734K | 723K | 720K | $11M |
| LPL Financial LLC | 546K | 594K | 689K | 712K | 671K | 669K | $10M |
| Fifth Third Securities, Inc. | 217K | 226K | 226K | 185K | 212K | 235K | $4M |
| TWO SIGMA INVESTMENTS, LP | 103K | 97K | 54K | — | 168K | 168K | $3M |
| Heartwood Wealth Advisors LLC | — | — | 109K | 118K | 128K | 147K | $2M |
| Summit Financial, LLC | — | — | — | 318K | 331K | 145K | $2M |
| LMCG INVESTMENTS, LLC | 32K | 59K | 78K | 84K | 75K | 121K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 74K | 71K | 69K | 68K | 79K | 83K | $1M |
| WELLS FARGO & COMPANY/MN | 153K | 102K | 84K | 116K | 69K | 82K | $1M |
| Tower Research Capital LLC (TRC) | 1K | 22K | 6K | 53K | 27K | 78K | $1M |
| AMERIPRISE FINANCIAL INC | 102K | 63K | 63K | 63K | 65K | 62K | $954,719 |
| MassMutual Private Wealth & Trust, FSB | 12K | 29K | 35K | 37K | 33K | 59K | $907,632 |
| D. E. Shaw & Co., Inc. | — | 39K | — | — | 37K | 57K | $878,096 |
| BANK OF AMERICA CORP /DE/ | 76K | 63K | 74K | 64K | 70K | 55K | $834,227 |
| CITADEL ADVISORS LLC | 9K | 42 | — | 33K | — | 45K | $690,457 |
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 | |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | +51,393 | $785,285 | ADD |
| LMCG INVESTMENTS, LLC | +45,797 | $699,778 | ADD |
| CITADEL ADVISORS LLC | +45,187 | $690,457 | OPEN |
| MassMutual Private Wealth & Trust, FSB | +26,092 | $398,686 | ADD |
| Fifth Third Securities, Inc. | +22,832 | $348,873 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Summit Financial, LLC | −186,586 | $3M | TRIM |
| Cetera Investment Advisers | −88,960 | $1M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −53,445 | $816,640 | CLOSE |
| MARSHALL WACE, LLP | −36,066 | $551,088 | CLOSE |
| JANE STREET GROUP, LLC | −33,037 | $504,805 | 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 | 56 | 2,979,394 | — | $46M |
| 2025-Q4 | 55 | 3,141,063 | — | $48M |
| 2025-Q3 | 57 | 2,917,389 | — | $47M |
| 2025-Q2 | 51 | 2,452,353 | — | $39M |
| 2025-Q1 | 52 | 2,404,167 | — | $40M |
| 2024-Q4 | 51 | 2,719,443 | — | $49M |
| 2024-Q3 | 48 | 2,156,259 | — | $45M |
| 2024-Q2 | 45 | 1,699,759 | — | $30M |
| 2024-Q1 | 53 | 2,282,776 | — | $41M |
| 2023-Q4 | 57 | 2,687,696 | — | $54M |
| 2023-Q3 | 56 | 2,522,295 | — | $44M |
| 2023-Q2 | 58 | 2,897,701 | — | $52M |
| 2023-Q1 | 58 | 3,047,652 | — | $56M |
| 2022-Q4 | 66 | 3,068,294 | — | $60M |
| 2022-Q3 | 61 | 2,616,242 | — | $50M |
| 2022-Q2 | 63 | 2,728,984 | — | $61M |
| 2022-Q1 | 72 | 2,872,803 | — | $73M |
| 2021-Q4 | 72 | 2,771,396 | — | $72M |
| 2021-Q3 | 65 | 2,710,623 | — | $63M |
| 2021-Q2 | 58 | 2,475,708 | — | $57M |
| 2021-Q1 | 55 | 2,276,132 | — | $51M |
| 2020-Q4 | 56 | 2,081,301 | — | $43M |
| 2020-Q3 | 53 | 2,354,561 | — | $41M |
| 2020-Q2 | 56 | 2,222,993 | — | $43M |
| 2020-Q1 | 56 | 2,524,937 | — | $42M |
| 2019-Q4 | 75 | 2,773,609 | — | $87M |
| 2019-Q3 | 66 | 2,862,270 | — | $89M |
| 2019-Q2 | 66 | 2,402,225 | — | $72M |
| 2019-Q1 | 71 | 2,674,063 | — | $81M |
| 2018-Q4 | 69 | 2,897,848 | — | $78M |
| 2018-Q3 | 75 | 3,213,958 | — | $109M |
| 2018-Q2 | 67 | 3,228,337 | — | $113M |
| 2018-Q1 | 2 | 1,725 | — | $53,820 |
| 2017-Q4 | 2 | 1,725 | — | $61,082 |
| 2017-Q3 | 2 | 1,700 | — | $63,751 |
| 2017-Q2 | 1 | 427 | — | $15,906 |
| 2017-Q1 | 1 | 427 | — | $16,098 |
| 2016-Q4 | 1 | 427 | — | $16,072 |
| 2016-Q3 | 1 | 427 | — | $15,316 |
| 2016-Q2 | 1 | 427 | — | $15,104 |
| 2016-Q1 | 2 | 3,488 | — | $106,920 |
