New Positions
4 managers initiated
Top five by reported value
Nauticus Robotics, Inc. NCM:KITTW
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-06-30 · prior 2024-12-31.
4 new0 added0 reduced2 exited
Total Institutional Holders
4
as of 2025-06-30
Top Holder
StoneX Group Inc.
$2.2K
Largest QoQ Increase
StoneX Group Inc.
+16,311 sh
Largest QoQ Decrease
JPMORGAN CHASE & CO
-146 sh
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| StoneX Group Inc. | 16,311 | +16,311 | $2.2K | +$2.2K | — |
| Fortitude Family Office, LLC | 978 | +978 | $885 | +$885 | — |
| Rise Advisors, LLC | 544 | +544 | $492 | +$492 | — |
| EverSource Wealth Advisors, LLC | 473 | +473 | $428 | +$428 | — |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0 | -146 | $0 | -$99 | — |
| Morton Brown Family Wealth, LLC | 0 | -1 | $0 | -$2 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-06-30.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| StoneX Group Inc. | 16,311 | $2.2K | +16,311 | — |
| Fortitude Family Office, LLC | 978 | $885 | +978 | — |
| Rise Advisors, LLC | 544 | $492 | +544 | — |
| EverSource Wealth Advisors, LLC | 473 | $428 | +473 | — |
New & Closed Positions this quarter
Closed Positions
2 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for KITTW against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.