☆KMI
Flow ranking
Rank#7093
Score / z0.000 / -0.03
Consensus27.21 over 52 funds
Momentumnot computed
Price & positioning
226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed
Forensics
Clean
as of 2026Q2
Accrual ratio-0.015
F-score—
M-score—
Net issuance—
Insider
Score+0.00
Buys / cluster sells0 / 0
| Date | Insider | Code | Value |
|---|---|---|---|
| 2026-09-16 | Garthwaite Michael P. 10b5-1 | S | $47,745 |
8-K events
No 8-K activity on file for this ticker.
Ownership
No ownership or capital-structure filings on file for this ticker.
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 | 0.982 | 5665 | 1,479.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 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 | 923.8 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Legal & General Group Plc CIK 0000764068 | 0.977 | 3391 | 445.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆DEUTSCHE BANK AG\ CIK 0000948046 | 0.960 | 3659 | 428.0 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 | 0.958 | 1061 | 185.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 163.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RHUMBLINE ADVISERS CIK 0001115418 | 0.943 | 4189 | 111.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 100.1 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 | 0.941 | 3002 | 76.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 | 0.996 | 139 | 59.3 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Swiss Life Asset Management Ltd CIK 0001637689 | 0.827 | 1641 | 52.2 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆DANSKE BANK A/S CIK 0000800177 | 0.902 | 1138 | 37.0 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 | 0.806 | 2484 | 27.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 | 0.903 | 762 | 27.5 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 25.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆STRS OHIO CIK 0000820478 | 0.777 | 2154 | 24.9 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MACKENZIE FINANCIAL CORP CIK 0000919859 | 0.842 | 1534 | 22.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 19.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 | 0.793 | 591 | 18.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 | 0.823 | 1023 | 16.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFM Investors Pty Ltd CIK 0001698246 | 0.822 | 641 | 13.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Wealthfront Advisers LLC CIK 0001763921 | 0.976 | 1119 | 12.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 10.9 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 10.8 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Generali Asset Management SPA SGR CIK 0002046751 | 0.647 | 526 | 8.1 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆NorthCrest Asset Manangement, LLC CIK 0001893159 | 0.599 | 928 | 7.0 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 6.9 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 | 0.940 | 15 | 5.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 5.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rakuten Investment Management, Inc. CIK 0002062680 | 0.973 | 467 | 5.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Greenfield Seitz Capital Management, LLC CIK 0002097528 | 0.357 | 107 | 5.0 | 1.9% | 2 | -0.0 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Venture Visionary Partners LLC CIK 0001792283 | 0.558 | 673 | 4.7 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Wealth Management Associates, Inc. CIK 0002067339 | 0.209 | 254 | 4.5 | 1.9% | 2 | +0.0 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆CCM INVESTMENT GROUP, LLC CIK 0002067069 | 0.658 | 207 | 3.2 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 | 0.925 | 1050 | 2.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Comprehensive Money Management Services LLC CIK 0002058921 | 0.127 | 200 | 1.9 | 1.5% | 1 | +1.5 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆Redwood Investment Management, LLC CIK 0001717479 | 0.474 | 306 | 1.9 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Symmetry Investments LP CIK 0001691919 | 0.056 | 112 | 1.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 | 0.389 | 90 | 1.5 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆SL ADVISORS, LLC CIK 0001680365 | 0.506 | 32 | 1.4 | 2.4% | 2 | +0.2 pp | +2.4 pp | +2.4 pp | +2.4 pp |
| ☆Cherokee Insurance Co CIK 0002077903 | 0.224 | 124 | 1.3 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Leonteq Securities AG CIK 0001535950 | 0.270 | 1190 | 1.1 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Clark Wealth Partners CIK 0002107657 | 0.535 | 571 | 1.0 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 0.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dogwood Wealth Management LLC CIK 0002056922 | 0.482 | 851 | 0.7 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 0.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆111 Capital CIK 0002060412 | 0.025 | 488 | 0.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Old North State Trust, LLC CIK 0001760444 | 0.248 | 151 | 0.6 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Probity Advisors, Inc. CIK 0001676603 | 0.563 | 232 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Principia Wealth Advisory, LLC CIK 0002041436 | 0.234 | 1064 | 0.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Militia Capital Partners, LP CIK 0001837496 | 0.040 | 182 | 0.5 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Hoxton Planning & Management, LLC CIK 0001954782 | 0.338 | 227 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆WADDELL & ASSOCIATES, LLC CIK 0001776757 | 0.777 | 543 | 0.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Blankinship & Foster, LLC CIK 0001708872 | 0.865 | 79 | 0.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 0.512 | 752 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 | 0.155 | 362 | 0.4 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Advus Financial Partners, LLC CIK 2150676 | 0.419 | 261 | 0.4 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BRIGHTON JONES LLC CIK 0001360798 | 0.755 | 1422 | 0.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Intrua Financial, LLC CIK 0001812792 | 0.394 | 491 | 0.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.615 | 252 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CENTAURUS FINANCIAL, INC. CIK 0000891943 | 0.361 | 1111 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Marex Group Ltd (MRX) CIK 0001997464 | 0.247 | 955 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Objective Capital Management, LLC CIK 0001924152 | 0.294 | 102 | 0.3 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Hara Capital LLC CIK 0002010015 | 0.171 | 307 | 0.3 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆OPTIMA CAPITAL LLC CIK 0002070972 | 0.173 | 165 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 | 0.440 | 254 | 0.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 | 0.222 | 295 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 | 0.678 | 616 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NorthRock Partners, LLC CIK 0001632097 | 0.841 | 669 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Portside Wealth Group, LLC CIK 0001978608 | 0.273 | 505 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.1 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Elite Financial, Inc. CIK 0002059349 | 0.701 | 55 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Aventura Private Wealth, LLC CIK 0002074418 | 0.307 | 986 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 | 0.206 | 690 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Medallion Wealth Advisors, LLC CIK 0002131139 | 0.061 | 1220 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Semmax Financial Advisors Inc. CIK 0001767301 | 0.227 | 431 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WPG Advisers, LLC CIK 0002067343 | 0.198 | 1549 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 | 0.920 | 3173 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 | 0.390 | 281 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Elequin Capital, LP CIK 0001810873 | 0.000 | 680 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Caldwell Trust Co CIK 0002080218 | 0.488 | 811 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nova Wealth Management, Inc. CIK 0002051980 | 0.124 | 570 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Prestige Wealth Management Group LLC CIK 0001772715 | 0.370 | 1101 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BIRCHBROOK, INC. CIK 0002071468 | 0.526 | 305 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 | 0.332 | 231 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Darwin Wealth Management, LLC CIK 0001663224 | 0.207 | 777 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆High Note Wealth, LLC CIK 0001807283 | 0.548 | 959 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Painted Porch Advisors LLC CIK 0002024585 | 0.737 | 75 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 | 0.797 | 1591 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WINNACLE WEALTH LLC CIK 0002079687 | 0.197 | 137 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 | 0.957 | 727 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Holos Integrated Wealth LLC CIK 0002080096 | 0.464 | 378 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Provenance Wealth Advisors, LLC CIK 0002081584 | 0.887 | 609 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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