Institutional Holders (2026 Q3)
41 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KNGZ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Harvest Investment Services, LLC | 0.65% | 93,689 | $3.8M |
| 2 | Legacy Capital Wealth Partners, LLC | 0.16% | 19,081 | $773K |
| 3 | Signal Advisors Wealth, LLC | 0.11% | 60,579 | $2.5M |
| 4 | Total Clarity Wealth Management, Inc. | 0.07% | 9,251 | $375K |
| 5 | Proactive Wealth Strategies LLC | 0.07% | 11,054 | $448K |
| 6 | Key Client Fiduciary Advisors, LLC | 0.06% | 5,636 | $228K |
| 7 | Nations Financial Group Inc, /Ia/ /Adv | 0.04% | 18,496 | $750K |
| 8 | Impact Partnership Wealth, LLC | 0.02% | 5,546 | $225K |
| 9 | D.A. Davidson & CO. | 0.01% | 64,063 | $2.6M |
| 10 | J.W. Cole Advisors, INC. | 0.01% | 13,915 | $564K |
| 11 | Private Trust Co NA | 0.00% | 1,530 | $62K |
| 12 | LPL Financial LLC | 0.00% | 415,892 | $16.9M |
| 13 | Global Retirement Partners, LLC | 0.00% | 5,800 | $235K |
| 14 | AE Wealth Management LLC | 0.00% | 18,532 | $751K |
| 15 | Harbour Investments, INC. | 0.00% | 2,514 | $102K |
| 16 | Private Advisor Group, LLC | 0.00% | 10,626 | $431K |
| 17 | Lanark Financial, INC. | 0.00% | 419 | $17K |
| 18 | Farther Finance Advisors, LLC | 0.00% | 3,312 | $134K |
| 19 | IFG Advisory, LLC | 0.00% | 627 | $25K |
| 20 | Osaic Holdings, INC. | 0.00% | 15,034 | $609K |
| 21 | Commonwealth Equity Services, LLC | 0.00% | 8,255 | $335K |
| 22 | Truist Financial Corp | 0.00% | 7,304 | $296K |
| 23 | Raymond James Financial Inc | 0.00% | 8,757 | $355K |
| 24 | Arax Advisory Partners | 0.00% | 203 | $8K |
| 25 | UBS Group AG | 0.00% | 369 | $15K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|