% of shares outstanding is not shown for KFEB: 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 KFEB 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 |
|---|---|---|---|---|---|---|---|
| PERSONAL CFO SOLUTIONS, LLC | — | — | — | — | — | 302K | $8M |
| RAYMOND JAMES FINANCIAL INC | — | 12K | 11K | — | 8K | 191K | $5M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 36K | 26K | 37K | 33K | 73K | $2M |
| HARBOUR INVESTMENTS, INC. | — | 3K | 3K | 2K | 1K | 67K | $2M |
| Kestra Advisory Services, LLC | — | — | 10K | 8K | 8K | 52K | $1M |
| Cresset Asset Management, LLC | — | — | — | — | — | 41K | $1M |
| Cetera Investment Advisers | — | 11K | 15K | 19K | 18K | 34K | $965,639 |
| LPL Financial LLC | — | — | — | 18K | 17K | 34K | $960,415 |
| TRUIST FINANCIAL CORP | — | 12K | 12K | 12K | 12K | 34K | $946,316 |
| OSAIC HOLDINGS, INC. | — | 13K | 14K | 14K | 11K | 29K | $824,754 |
| Cornerstone Wealth, LLC/TN | — | — | — | — | — | 26K | $766,264 |
| Faithward Advisors, LLC | — | 23K | 23K | 20K | 14K | 21K | $585,529 |
| Focus Partners Wealth | — | — | — | — | — | 20K | $572,104 |
| JT Stratford LLC | — | — | — | — | — | 20K | $569,155 |
| Diligent Investors, LLC | — | — | — | — | — | 20K | $561,712 |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 52 | 1,224,108 | — | $34M |
| 2025-Q4 | 31 | 252,521 | — | $7M |
| 2025-Q3 | 32 | 1,285,311 | — | $34M |
| 2025-Q2 | 30 | 313,189 | — | $8M |
| 2025-Q1 | 21 | 283,323 | — | $7M |
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 | |
|---|---|---|---|
| PERSONAL CFO SOLUTIONS, LLC | +301,625 | $8M | OPEN |
| RAYMOND JAMES FINANCIAL INC | +182,926 | $5M | ADD |
| HARBOUR INVESTMENTS, INC. | +66,001 | $2M | ADD |
| Kestra Advisory Services, LLC | +44,067 | $1M | ADD |
| Cresset Asset Management, LLC | +40,821 | $1M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| IFP Advisors, Inc | −12,773 | $358,742 | TRIM |
| OLD MISSION CAPITAL LLC | −8,281 | $232,580 | CLOSE |
| Motiv8 Investments LLC | −7,707 | $216,459 | CLOSE |
| JANE STREET GROUP, LLC | −908 | $25,502 | TRIM |
| Cape Investment Advisory, Inc. | −500 | $14,043 | CLOSE |
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).
