CUSIP 500767652UIT EXCHANGE TRADEDKMLMQ4 2025
Aggregate 13F value by quarter
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45 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ted Buchan & Co | 278.9K | $7.24M | +20.3K | Added |
| 2 | Raymond James Financial Inc | 210.7K | $5.47M | −2.6K | Reduced |
| 3 | Abbington Investment Group | 190.5K | $4.94M | +39.6K | Added |
| 4 | Longview Financial Advisors, Inc. | 127.0K | $3.30M |
| +4.2K |
| Added |
| 5 | Jane Street Group, LLC | 126.1K | $3.27M | +126.1K | New |
| 6 | Illumine Investment Management, LLC | 109.4K | $2.84M | −440 | Reduced |
| 7 | Envestnet Asset Management Inc | 99.8K | $2.59M | +48.1K | Added |
| 8 | Captrust Financial Advisors | 85.1K | $2.21M | −5.7K | Reduced |
| 9 | Sound Financial Strategies Group, LLC | 79.4K | $2.06M | +16.4K | Added |
| 10 | Latitude Advisors, LLC | 78.7K | $2.04M | +7.5K | Added |
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