Signals

KAPR

131 in-universe funds with a nonzero position in KAPR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18866
Score / z0.000 / -0.02
Consensus35.49 over 67 funds
Momentumnot computed

Price & positioning

164 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Allworth Financial LP CIK 0001555170 0.907 5124 35.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 21.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 5.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 4.8 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 4.7 3.5% 2 -0.6 pp +3.5 pp +3.5 pp +3.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 4.1 3.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 3.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp -0.1 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 2.2 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.7 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 1.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Miller Financial Services LLC CIK 0002022893 0.065 138 0.9 0.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.7 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Straight Path Wealth Management CIK 0001902506 0.734 141 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.0 pp
Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.3 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.3 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.3 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrustBank CIK 0002107256 0.632 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -1.1 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.5 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just KAPR). Qtrs Held counts distinct quarters this fund has actually held KAPR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KAPR position size. Δ columns are the percentage-point change in KAPR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status