Who owns KDEC?
Institutional ownership of KDEC from SEC Form 13F filings across 48 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
48
13F holders
$49.0M
value, 2026 filers
1.9M
shares disclosed
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of KDEC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 260,777 | $7.4M | 0.0% | — | -0.7% |
| 2 | Creative Planning | 214,228 | $6.1M | 0.0% | — | -4.6% |
| 3 | SageView Advisory Group, LLCNEW | 214,228 | $6.1M | 0.2% | — | new |
| 4 | BLAIR WILLIAM & CO/IL | 174,047 | $4.9M | 0.0% | — | -14.9% |
| 5 | Cambridge Investment Research Advisors, Inc. | 151,710 | $4,306 | 0.0% | — | +98.3% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 119,382 | $3.4M | 0.0% | — | -3.8% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 67,364 | $1.9M | 0.0% | — | +126.4% |
| 8 | Merit Financial Group, LLC | 64,968 | $1.8M | 0.0% | — | +92.3% |
| 9 | Cetera Investment Advisers | 60,381 | $1.7M | 0.0% | — | -9.1% |
| 10 | OSAIC HOLDINGS, INC. | 57,368 | $1.6M | 0.0% | — | +27.8% |
| 11 | OLD MISSION CAPITAL LLC | 48,527 | $1.4M | 0.0% | — | +75.8% |
| 12 | Kestra Advisory Services, LLC | 38,763 | $1.1M | 0.0% | — | -20.5% |
| 13 | First Commonwealth Financial Corp /PA/ | 35,950 | $1.0M | 0.1% | — | 0.0% |
| 14 | Sigma Planning Corp | 30,298 | $859,857 | 0.0% | — | -1.0% |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | 29,391 | $834,117 | 0.0% | — | -57.7% |
| 16 | RAYMOND JAMES FINANCIAL INC | 27,174 | $771,198 | 0.0% | — | -0.6% |
| 17 | LPL Financial LLC | 22,652 | $642,864 | 0.0% | — | +19.7% |
| 18 | JANE STREET GROUP, LLCNEW | 22,353 | $634,378 | 0.0% | — | new |
| 19 | HRT FINANCIAL LPNEW | 18,632 | $528 | 0.0% | — | new |
| 20 | NewEdge Advisors, LLC | 18,150 | $515,097 | 0.0% | — | -8.8% |
| 21 | SIGNATUREFD, LLC | 17,998 | $510,783 | 0.0% | — | 0.0% |
| 22 | GOLDMAN SACHS GROUP INC | 17,043 | $483,680 | 0.0% | — | -32.4% |
| 23 | Diligent Investors, LLC | 14,845 | $421,301 | 0.1% | — | 0.0% |
| 24 | Brookstone Capital Management | 13,832 | $392,552 | 0.0% | — | -4.6% |
| 25 | WEALTH ALLIANCE, LLC | 13,816 | $392,092 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.