FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.860.16%
STOXX50E5,860.32-0.39%
XLF51.81-0.00%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.3°C
UV1.5
Feels35.7°C
Humidity59%
Wind10.8 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time5:54 PM
13F QoQ Ownership Changes

KG Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 6 new · 15 added · 21 reduced · 8 exited

New Positions(6)

ManagerSharesΔ SharesValueΔ Value% Δ
Advisory Services Network, LLC50,793+50,793$520.1K+$520.1K
Sanctuary Advisors, LLC10,965+10,965$290.8K+$290.8K
Camelot Portfolios, LLC3,877+3,877$39.7K+$39.7K
JONES FINANCIAL COMPANIES LLLP75+75$768+$768
Bangor Savings Bank57+57$584+$584
Allworth Financial LP5+5$137+$137

Added To(15)

ManagerSharesΔ SharesValueΔ Value% Δ
VANGUARD GROUP INC317,452+7,515$3.3M-$5.2M2.4%
BlackRock, Inc.280,628+26,628$2.9M-$4.1M10.5%
DIMENSIONAL FUND ADVISORS LP86,686+2,314$887.6K-$1.4M2.7%
STATE STREET CORP64,549+670$661.0K-$1.1M1.0%
UBS Group AG12,872+11,429$131.8K+$92.4K792.0%
MORGAN STANLEY27,158+19,480$278.1K+$68.4K253.7%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,297+44$13.3K-$20.9K3.5%
JPMORGAN CHASE & CO1,136+7$11.6K-$19.2K0.6%
WELLS FARGO & COMPANY/MN2,971+1,220$30.4K-$17.4K69.7%
Tower Research Capital LLC (TRC)1,027+193$10.5K-$12.3K23.1%
BANK OF AMERICA CORP /DE/2,264+969$23.2K-$12.2K74.8%
BNP PARIBAS FINANCIAL MARKETS627+180$6.4K-$5.8K40.3%
FMR LLC914+501$9.4K-$1.9K121.3%
Sterling Capital Management LLC55+9$563-$69319.6%
Russell Investments Group, Ltd.2,977+1,880$30.5K+$525171.4%

Reduced(21)

ManagerSharesΔ SharesValueΔ Value% Δ
Whitefort Capital Management, LP160,9160$1.6M-$2.7M0.0%
GEODE CAPITAL MANAGEMENT, LLC112,276-477$1.2M-$1.9M-0.4%
NORTHERN TRUST CORP26,215-3,411$268.4K-$540.6K-11.5%
Sowell Financial Services LLC20,661-2,512$211.6K-$421.3K-10.8%
RENAISSANCE TECHNOLOGIES LLC12,648-3,100$129.5K-$300.6K-19.7%
RHUMBLINE ADVISERS2,265-911$23.2K-$63.5K-28.7%
BARCLAYS PLC2,133-1,672$56.6K-$47.3K-43.9%
Royal Bank of Canada379-595$3.0K-$22.0K-61.1%
NEW YORK STATE COMMON RETIREMENT FUND1,1790$12.1K-$20.1K0.0%
CITIGROUP INC61-287$625-$8.9K-82.5%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM165-154$1.7K-$7.0K-48.3%
Police & Firemen's Retirement System of New Jersey3860$4.0K-$6.6K0.0%
Ameritas Investment Partners, Inc.3740$3.8K-$6.4K0.0%
Legal & General Group Plc3400$3.5K-$5.8K0.0%
GAMMA Investing LLC103-87$1.1K-$4.1K-45.8%
IFP Advisors, Inc00$573+$573
NATIONAL BANK OF CANADA /FI/60$60-$1040.0%
GROUP ONE TRADING LLC50$51-$860.0%
CWM, LLC12-1,205$0-$33-99.0%
True Wealth Design, LLC10$11-$170.0%
AMALGAMATED BANK85-68$1-$3-44.4%

Sold Out(8)

ManagerSharesΔ SharesValueΔ Value% Δ
Creative Planning0-10,744$0-$293.4K
CITADEL ADVISORS LLC0-10,720$0-$292.8K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0-10,256$0-$280.1K
Fortitude Family Office, LLC0-36$0-$983
PNC Financial Services Group, Inc.0-29$0-$792
Arax Advisory Partners0-26$0-$710
EverSource Wealth Advisors, LLC0-8$0-$218
Transamerica Financial Advisors, LLC0-5$0-$137