Signals

KMLM

58 in-universe funds with a nonzero position in KMLM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#17620
Score / z0.000 / -0.01
Consensus12.35 over 25 funds
Momentumnot computed

Price & positioning

226 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
Ted Buchan & Co CIK 0002033413 0.435 95 7.2 2.7% 3 -0.1 pp -0.1 pp +2.7 pp +2.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 4.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 3.3 2.2% 3 -0.1 pp -0.4 pp +2.2 pp +2.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illumine Investment Management, LLC CIK 0002052970 0.089 95 2.8 2.1% 3 -0.0 pp -0.2 pp +2.1 pp +2.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 2.1 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 2.0 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
CSS LLC/IL CIK 0001103646 0.116 766 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 1.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.9 0.7% 3 -0.6 pp -1.0 pp +0.7 pp +0.7 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.9 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
FMA Wealth Management, LLC CIK 0002011155 0.622 42 0.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.6 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 3 -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
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 0.4 0.4% 3 -0.7 pp -0.8 pp +0.4 pp +0.4 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 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
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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.0 0.0% 0 -0.5 pp -0.5 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
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 KMLM). Qtrs Held counts distinct quarters this fund has actually held KMLM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KMLM position size. Δ columns are the percentage-point change in KMLM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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