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Funds Holding KMLM

On this page, we present all of the funds holding KMLM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding KMLM, with a link to that fund's top holdings. The next columns indicate the amount of KMLM stock held by each of the funds holding KMLM, followed by the KMLM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 57 funds holding KMLM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by CWM LLC. For more details on the positions held by CWM LLC (or by any of the other funds holding KMLM), click the fund name in the "Holder" column of the funds-holding-KMLM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
CWM LLC404,341$12,086 03/31/2024
     KMLM404,341$12,086 03/31/2024
Wealthcare Advisory Partners LLC320,966$9,594 03/31/2024
     KMLM320,966$9,594 03/31/2024
Ancora Advisors LLC280,651$8,088 12/31/2023
     KMLM280,651$8,088 12/31/2023
Jane Street Group LLC225,404$6,496 12/31/2023
     KMLM225,404$6,496 12/31/2023
First Heartland Consultants Inc.148,699$4,445 03/31/2024
     KMLM148,699$4,445 03/31/2024
Sound Financial Strategies Group LLC147,538$4,410 03/31/2024
     KMLM147,538$4,410 03/31/2024
Royal Bank of Canada144,072$4,152 12/31/2023
     KMLM144,072$4,152 12/31/2023
Raymond James Financial Services Advisors Inc.127,279$3,804 03/31/2024
     KMLM127,279$3,804 03/31/2024
Captrust Financial Advisors123,772$3,567 12/31/2023
     KMLM123,772$3,567 12/31/2023
Stegent Equity Advisors Inc.98,716$2,951 03/31/2024
     KMLM98,716$2,951 03/31/2024
Advisor Group Holdings Inc.72,847$2,177 03/31/2024
     KMLM72,847$2,177 03/31/2024
Envestnet Asset Management Inc.64,594$1,931 03/31/2024
     KMLM64,594$1,931 03/31/2024
Wealth Enhancement Advisory Services LLC56,876$1,700 03/31/2024
     KMLM56,876$1,700 03/31/2024
New York Life Investment Management LLC55,651$1,663 03/31/2024
     KMLM55,651$1,663 03/31/2024
Bank of Montreal Can38,709$1,160 03/31/2024
     KMLM38,709$1,160 03/31/2024
Wealthcare Capital Management LLC36,140$1,080 03/31/2024
     KMLM36,140$1,080 03/31/2024
Cambria Investment Management L.P.37,329$1,076 12/31/2023
     KMLM37,329$1,076 12/31/2023
Naviter Wealth LLC34,680$1,037 03/31/2024
     KMLM34,680$1,037 03/31/2024
Fermata Advisors LLC33,294$995 03/31/2024
     KMLM33,294$995 03/31/2024
Cetera Investment Advisers31,354$904 12/31/2023
     KMLM31,354$904 12/31/2023
National Bank of Canada FI28,259$839 03/31/2024
     KMLM28,259$839 03/31/2024
CSS LLC IL22,370$645 12/31/2023
     KMLM22,370$645 12/31/2023
Visionary Wealth Advisors21,423$617 12/31/2023
     KMLM21,423$617 12/31/2023
Cumberland Partners Ltd19,977$597 03/31/2024
     KMLM19,977$597 03/31/2024
Steel Peak Wealth Management LLC18,525$554 03/31/2024
     KMLM18,525$554 03/31/2024
Nvwm LLC16,965$507 03/31/2024
     KMLM16,965$507 03/31/2024
Astor Investment Management LLC16,928$506 03/31/2024
     KMLM16,928$506 03/31/2024
Two Sigma Securities LLC17,052$491 12/31/2023
     KMLM17,052$491 12/31/2023
FMA Wealth Management LLC16,003$478 03/31/2024
     KMLM16,003$478 03/31/2024
Hilltop Holdings Inc.14,324$413 12/31/2023
     KMLM14,324$413 12/31/2023
Commonwealth Equity Services LLC13,721$410 03/31/2024
     KMLM13,721$410 03/31/2024
Global Assets Advisory LLC12,208$404 03/31/2024
     KMLM12,208$404 03/31/2024
AlphaStar Capital Management LLC13,228$395 03/31/2024
     KMLM13,228$395 03/31/2024
Comerica Bank13,551$391 12/31/2023
     KMLM13,551$391 12/31/2023
Citadel Advisors LLC13,561$391 12/31/2023
     KMLM13,561$391 12/31/2023
Triton Wealth Management PLLC11,192$345 03/31/2024
     KMLM11,192$345 03/31/2024
Susquehanna International Group LLP10,901$326 03/31/2024
     KMLM10,901$326 03/31/2024
Savvy Advisors Inc.10,438$312 03/31/2024
     KMLM10,438$312 03/31/2024
Advisory Services Network LLC10,180$304 03/31/2024
     KMLM10,180$304 03/31/2024
Stifel Financial Corp10,123$292 12/31/2023
     KMLM10,123$292 12/31/2023
Harbour Investments Inc.10,079$290 12/31/2023
     KMLM10,079$290 12/31/2023
Apollon Wealth Management LLC9,309$278 03/31/2024
     KMLM9,309$278 03/31/2024
Integrated Wealth Concepts LLC9,302$268 12/31/2023
     KMLM9,302$268 12/31/2023
We Are One Seven LLC8,802$254 12/31/2023
     KMLM8,802$254 12/31/2023
Level Four Advisory Services LLC8,145$235 03/31/2024
     KMLM8,145$235 03/31/2024
Belvedere Trading LLC $200 03/31/2024
     Call6,700$200 03/31/2024
Morgan Stanley4,453$128 12/31/2023
     KMLM4,453$128 12/31/2023
Mather Group LLC.3,356$97 03/31/2024
     KMLM3,356$97 03/31/2024
Northwestern Mutual Wealth Management Co.2,928$84 12/31/2023
     KMLM2,928$84 12/31/2023
Larson Financial Group LLC1,132$34 03/31/2024
     KMLM1,132$34 03/31/2024
UBS Group AG582$17 03/31/2024
     KMLM582$17 03/31/2024
Simplex Trading LLC400$11 03/31/2024
     KMLM400$11 03/31/2024
Hobbs Group Advisors LLC123$4 12/31/2023
     KMLM123$4 12/31/2023
Christopher J. Hasenberg Inc113$3 03/31/2024
     KMLM113$3 03/31/2024
Able Wealth Management LLC111$3 12/31/2023
     KMLM111$3 12/31/2023
FMR LLC1$0 03/31/2024
     KMLM1$0 03/31/2024
Proequities Inc.0$0 03/31/2024
     KMLM0$0 03/31/2024
CIBC Private Wealth Group LLC3$0 03/31/2024
     KMLM3$0 03/31/2024

See Summary: Institutional Holders of KMLM
See Details: Top 10 Hedge Funds Holding KMLM
Also See: KMLM Holdings Changes

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