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3 May 2026
13F QoQ Ownership Changes

KARO Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 15 new · 17 added · 31 reduced · 15 exited

New Positions(15)

ManagerSharesΔ SharesValueΔ Value% Δ
Dodge & Cox24,423+24,423$1.1M+$1.1M
MIRABELLA FINANCIAL SERVICES LLP14,500+14,500$659.8K+$659.8K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP14,260+14,260$648.8K+$648.8K
Russell Investments Group, Ltd.13,553+13,553$622.8K+$622.8K
DGS Capital Management, LLC10,754+10,754$533.4K+$533.4K
Total Clarity Wealth Management, Inc.8,949+8,949$407.2K+$407.2K
Squarepoint Ops LLC4,974+4,974$226.3K+$226.3K
Fideuram Asset Management (Ireland) dac1,590+1,590$79.7K+$79.7K
Pinnacle Wealth Planning Services, Inc.873+873$39.7K+$39.7K
WealthCollab, LLC498+498$22.7K+$22.7K
Tower Research Capital LLC (TRC)315+315$14.3K+$14.3K
Kohmann Bosshard Financial Services, LLC53+53$2.4K+$2.4K
Reyes Financial Architecture, Inc.2+2$91+$91
CWM, LLC99+99$5+$5
FNY Investment Advisers, LLC100+100$4+$4

Added To(17)

ManagerSharesΔ SharesValueΔ Value% Δ
Capricorn Fund Managers Ltd238,078+67,322$10.8M+$1.1M39.4%
Y-Intercept (Hong Kong) Ltd26,602+21,831$1.2M+$937.9K457.6%
FIRST TRUST ADVISORS LP46,767+14,078$2.1M+$260.7K43.1%
RENAISSANCE TECHNOLOGIES LLC27,587+2,200$1.3M-$194.9K8.7%
GEODE CAPITAL MANAGEMENT, LLC33,405+3,518$1.5M-$187.2K11.8%
UBS Group AG37,479+5,348$1.7M-$130.0K16.6%
JPMORGAN CHASE & CO7,411+3,747$337.2K+$127.9K102.3%
Royal Bank of Canada2,954+2,758$135.0K+$126.0K1407.1%
SCHWARTZ INVESTMENT COUNSEL INC78,365+14,600$3.6M-$76.6K22.9%
BlackRock, Inc.7,269+290$330.7K-$67.9K4.2%
State of Tennessee, Treasury Department12,347+1,242$618.0K-$16.4K11.2%
GOLDMAN SACHS GROUP INC11,912+2,672$542.0K+$14.2K28.9%
Harbour Capital Advisors, LLC5,425+775$242.3K-$12.6K16.7%
STATE STREET CORP8,738+1,798$397.6K+$1.2K25.9%
NewEdge Advisors, LLC105+31$4.8K+$55641.9%
Bullseye Asset Management LLC32,129+16,200$1.5K+$551101.7%
ACADIAN ASSET MANAGEMENT LLC128,294+28,453$5.8K+$13628.5%

Reduced(31)

ManagerSharesΔ SharesValueΔ Value% Δ
Gobi Capital LLC2,200,6680$100.1M-$25.6M0.0%
MILLENNIUM MANAGEMENT LLC83,617-57,708$3.8M-$4.3M-40.8%
Telemark Asset Management, LLC225,1500$10.2M-$2.6M0.0%
TWO SIGMA INVESTMENTS, LP53,404-20,726$2.4M-$1.8M-27.9%
MARSHALL WACE, LLP20,755-21,382$944.4K-$1.5M-50.7%
BANK OF AMERICA CORP /DE/8,034-23,323$365.5K-$1.4M-74.4%
POLEN CAPITAL MANAGEMENT LLC74,821-7,787$3.4M-$1.3M-9.4%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC105,2150$4.8M-$1.2M0.0%
Invesco Ltd.98,1800$4.5M-$1.1M0.0%
MORGAN STANLEY75,914-724$3.5M-$923.5K-0.9%
TWO SIGMA ADVISERS, LP4,600-5,500$209.3K-$367.6K-54.5%
BNP PARIBAS ARBITRAGE, SNC2,184-4,011$99.4K-$254.5K-64.7%
NORTHERN TRUST CORP14,813-68$674.0K-$176.0K-0.5%
BARCLAYS PLC4,282-1,684$209.7K-$131.0K-28.2%
MONETA GROUP INVESTMENT ADVISORS LLC7,4770$340.2K-$86.9K0.0%
NEW YORK STATE COMMON RETIREMENT FUND5,1340$233.6K-$59.7K0.0%
ADVISOR GROUP HOLDINGS, INC.2,849-508$129.6K-$48.9K-15.1%
Copeland Capital Management, LLC1,3290$60.5K-$15.4K0.0%
JONES FINANCIAL COMPANIES LLLP8040$36.6K-$9.0K0.0%
WELLS FARGO & COMPANY/MN5000$22.8K-$5.8K0.0%
Triumph Capital Management3000$13.7K-$3.5K0.0%
TOTH FINANCIAL ADVISORY CORP1400$6.4K-$1.6K0.0%
HUNTINGTON NATIONAL BANK1000$4.5K-$1.2K0.0%
Murphy & Mullick Capital Management Corp9000$41.0K+$8640.0%
SJS Investment Consulting Inc.9-11$410-$733-55.0%
PNC Financial Services Group, Inc.500$2.3K-$5810.0%
HRT FINANCIAL LP8,397-8,262$382-$569-49.6%
Colonial Trust Advisors200$910-$2320.0%
GSA CAPITAL PARTNERS LLP5,023-2,559$229-$204-33.8%
SBI Securities Co., Ltd.6-1$273-$127-14.3%
TUDOR INVESTMENT CORP ET AL17,9170$1.0M$00.0%

Sold Out(15)

ManagerSharesΔ SharesValueΔ Value% Δ
RAYMOND JAMES FINANCIAL INC0-27,631$0-$1.6M
Walleye Capital LLC0-23,039$0-$1.3M
Quadrature Capital Ltd0-18,871$0-$1.1M
RFG Advisory, LLC0-18,056$0-$1.0M
Credit Agricole S A0-14,049$0-$802.5K
PITTENGER & ANDERSON INC0-12,340$0-$704.9K
Cubist Systematic Strategies, LLC0-7,847$0-$448.2K
Prosperity Wealth Management, Inc.0-7,815$0-$446.4K
LAZARD ASSET MANAGEMENT LLC0-6,139$0-$350.7K
Engineers Gate Manager LP0-5,086$0-$290.5K
Point72 Asset Management, L.P.0-3,400$0-$194.2K
Point72 Asia (Singapore) Pte. Ltd.0-724$0-$41.4K
Advisory Services Network, LLC0-200$0-$11.4K
Atlantic Union Bankshares Corp0-83$0-$4.7K
Point72 Europe (London) LLP0-28$0-$1.6K