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Who owns KSEPWhat KSEP owns — n/a

Who owns KSEP?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of KSEP from SEC Form 13F filings across 31 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.

As of the 2026-06-30 reporting period, 31 institutions disclosed 415,364 shares of KSEP worth $12.2M; the largest disclosed holder is COMMONWEALTH EQUITY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

31

13F holders

$12.2M

value, 2026 filers

415,364

shares disclosed

4

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 KSEP's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1COMMONWEALTH EQUITY SERVICES, LLC56,291$1.7M0.0%-10.8%
2Kestra Advisory Services, LLC46,366$1.4M0.0%-21.2%
3OSAIC HOLDINGS, INC.44,842$1.4M0.0%+40.7%
4OLD MISSION CAPITAL LLC36,247$1.1M0.0%+55.9%
5Cetera Investment Advisers34,773$1.1M0.0%-2.0%
6SUSQUEHANNA INTERNATIONAL GROUP, LLP27,358$843,7810.0%+50.5%
7RAYMOND JAMES FINANCIAL INC25,435$784,4710.0%-9.4%
8FIDUCIARY FINANCIAL GROUP, LLC15,798$487,2450.1%0.0%
9TRUIST FINANCIAL CORP14,495$447,0580.0%0.0%
10Wood Tarver Financial Group, LLC13,483$4150.1%0.0%
11BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,852$365,5420.0%-0.1%
12CITADEL ADVISORS LLCNEW11,121$342,9960.0%new
13FreeGulliver LLC11,108$342,5950.1%0.0%
14Keating Financial Advisory Services, Inc.10,415$321,2220.0%0.0%
15Beacon Financial Advisory LLC9,850$303,7960.1%-1.3%
16Allworth Financial LP8,453$260,7100.0%0.0%
17Visionary Wealth AdvisorsNEW7,066$217,9310.0%new
18Capital Analysts, LLC5,607$1730.0%0.0%
19IFP Advisors, Inc3,360$103,6300.0%-5.6%
20PFS Partners, LLC2,891$89,1650.0%0.0%
21Noble Wealth Management PBC2,537$78,2470.0%0.0%
22RED REEF ADVISORS LLC2,500$77,1060.1%0.0%
23DHJJ Financial Advisors, Ltd.2,368$73,0350.0%0.0%
24Atlantic Private Wealth, LLCNEW2,000$61,6840.0%new
25Ashton Thomas Private Wealth, LLC1,859$57,3360.0%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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.