Signals

KOF

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

Flow ranking

Rank#24943
Score / z-0.711 / -0.88
Consensus105.62 over 173 funds
Momentum-0.20 =

Price & positioning

226 cached closes, trailing year
Drawdown-6%
Short interest+7% / 1.3d

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
GATES FOUNDATION TRUST CIK 0001166559 0.991 24 660.3 1.9% 5 +0.0 pp +0.3 pp +0.5 pp +0.7 pp
Boston Partners CIK 0001386060 0.833 802 125.4 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 123.3 9.3% 5 +0.3 pp +0.3 pp +0.6 pp -1.6 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 103.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 56.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 52.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 50.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 47.6 0.5% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 44.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 41.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 34.8 0.0% 5 -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 30.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Skerryvore Asset Management Ltd CIK 0002043964 0.765 7 28.1 25.1% 4 +1.9 pp +2.9 pp +6.7 pp +25.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 24.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 21.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 19.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 19.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 18.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 15.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 14.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 9.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 6.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Martin Capital Partners, LLC CIK 0001731216 0.226 72 6.1 2.2% 5 +0.2 pp +0.3 pp +0.5 pp +0.3 pp
Gradient Investments LLC CIK 0001542265 0.563 448 5.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund CIK 0001730896 0.655 184 4.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Broyhill Asset Management, LLC CIK 0001966057 0.176 77 4.4 3.9% 5 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 3.9 0.5% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
OPAL CAPITAL LLC CIK 0002100122 0.079 136 3.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 3.5 0.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.0 pp
Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 0.542 119 3.3 1.0% 5 -0.0 pp -0.0 pp +0.1 pp +0.6 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 3.3 0.3% 5 -1.4 pp -1.4 pp -1.2 pp -1.2 pp
JT Stratford LLC CIK 0001689013 0.376 321 3.1 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seafarer Capital Partners, LLC CIK 0001697721 0.919 9 3.1 0.7% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 2.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
VPR Management LLC CIK 0001894203 0.676 66 2.6 1.1% 5 +0.1 pp +0.0 pp +0.1 pp -0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 1.9 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 1.7 1.3% 5 -0.2 pp +0.0 pp +0.6 pp +0.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
X-Square Capital, LLC CIK 0001729300 0.159 176 1.6 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.5 0.0% 5 +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 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.1 0.7% 4 -0.2 pp +0.1 pp +0.2 pp +0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 1.0 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 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 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.8 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.7 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.6 0.1% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FCG Investment Co CIK 0002011697 0.075 118 0.4 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.4 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.4 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.9 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.4 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brown Financial Advisors CIK 0002035548 0.168 212 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HAMEL ASSOCIATES, INC. CIK 0001599760 0.365 92 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.2 0.0% 5 -0.3 pp -0.1 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -1.6 pp -1.6 pp -2.3 pp -1.4 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 KOF). Qtrs Held counts distinct quarters this fund has actually held KOF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KOF position size. Δ columns are the percentage-point change in KOF'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