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Institutional Holdings

KLC

Ownership Summary

Institutions Holding
15
Total Shares Held
104,436
Total Value Held
$443,855
Quarter
2026-06-30

Active Positions

Increased Positions
7
77,303 shares
Decreased Positions
1
244 shares
Held Positions
1
214 shares
New Positions
3
26,675 shares
Sold Out Positions
3
12,490 shares
Institution Shares Value Change % of Portfolio Reported
RHUMBLINE ADVISERS 40,200 $170,845 ▲ +2,986 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 26,451 $112,417 New position 0.00% 2026-06-30
Integrated Investment Consultants, LLC 21,327 $90,640 ▲ +4 0.02% 2026-06-30
Russell Investments Group, Ltd. 10,104 $42,942 ▲ +4,202 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 2,729 $11,598 ▲ +1,998 0.00% 2026-06-30
Essential Partners LLC 1,422 $6,044 ▲ +1,062 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 942 $4,004 ▲ +691 0.00% 2026-06-30
Farther Finance Advisors, LLC 579 $2,466 ▲ +466 0.00% 2026-06-30
GAMMA Investing LLC 244 $1,037 ▼ -89 0.00% 2026-06-30
Cornerstone Financial Management LLC 214 $910 Unchanged 0.00% 2026-06-30
Fortitude Family Office, LLC 177 $752 New position 0.00% 2026-06-30
Versant Capital Management, Inc 47 $200 New position 0.00% 2026-06-30
Ethic Inc. 0 $0 Sold out 2026-06-30
NewEdge Advisors, LLC 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30