KAMO institutional holders
MANAGED PORTFOLIO SER · 13F, 2026Q2
| Managers holding | 24 |
|---|---|
| Shares held | 2,940,396 |
| Reported value | $72.5m |
| Quarter flows | 6 new, 8 added, 10 trimmed, 6 exited |
Top 24 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| LPL Financial LLC | 927,968 | $22.9m | 0.0% |
| ASSETMARK, INC | 725,203 | $17.9m | 0.0% |
| CoreCap Advisors, LLC | 338,782 | $8.3m | 0.2% |
| HERITAGE OAK WEALTH ADVISORS LLC | 274,361 | $6.8m | 2.0% |
| ENVESTNET ASSET MANAGEMENT INC | 148,800 | $3.7m | 0.0% |
| LEUTHOLD GROUP, LLC | 81,373 | $2.0m | 0.2% |
| Atria Investments, Inc | 79,891 | $2.0m | 0.0% |
| IFP Advisors, Inc | 48,957 | $1.2m | 0.0% |
| Concurrent Investment Advisors, LLC | 47,180 | $1.2m | 0.0% |
| Arkadios Wealth Advisors | 42,931 | $1.1m | 0.0% |
| Global Assets Advisory, LLC | 40,928 | $1.0m | 0.2% |
| MGO ONE SEVEN LLC | 38,373 | $945,519 | 0.0% |
| Strategic Blueprint, LLC | 28,358 | $698,741 | 0.0% |
| JANE STREET GROUP, LLC | 25,038 | $616,936 | 0.0% |
| Legacy Wealth Partners, LLC | 24,976 | $615,409 | 0.1% |
| Fulcrum Equity Management | 22,073 | $543,880 | 0.4% |
| Balefire, LLC | 18,280 | $450,419 | 0.1% |
| RFG Advisory, LLC | 15,428 | $380,142 | 0.0% |
| United Advisor Group, LLC | 9,401 | $233,158 | 0.0% |
| UBS Group AG | 756 | $18,628 | 0.0% |
| Continuum Advisory, LLC | 686 | $16,903 | 0.0% |
| Rossby Financial, LCC | 329 | $8,107 | 0.0% |
| OSAIC HOLDINGS, INC. | 248 | $6,109 | 0.0% |
| Farther Finance Advisors, LLC | 76 | $1,873 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("KAMO"). KAMO price history · All 13F data