Signals

← Signals

☆KYN

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

Flow ranking

Rank#19339
Score / z0.000 / -0.02
Consensus100.87 over 198 funds
Momentumnot computed

Price & positioning

224 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 143.9 0.0% 7 -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 62.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 50.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 49.6 3.0% 5 +0.2 pp +0.9 pp +1.4 pp +2.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 37.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 27.2 7.0% 5 +1.3 pp +2.2 pp +1.5 pp +1.9 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 26.4 0.4% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 21.1 0.1% 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 16.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 9.6 0.5% 4 -0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 9.2 1.9% 5 -0.7 pp -0.2 pp -0.2 pp -0.7 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 9.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 8.6 1.9% 5 -0.2 pp +0.0 pp +0.6 pp +1.6 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 8.3 0.8% 5 -0.2 pp -0.0 pp -0.3 pp -0.4 pp
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 7.6 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 6.7 0.5% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quantedge Capital Pte Ltd CIK 0001561418 0.098 49 4.6 3.5% 3 +2.4 pp +2.7 pp +3.5 pp +0.8 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 4.3 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 4.3 1.4% 5 -0.3 pp -0.0 pp -0.1 pp -0.3 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 4.3 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.3 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 4.1 0.4% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 3.8 1.2% 2 +0.0 pp +1.2 pp -0.2 pp -0.2 pp
☆TSP Capital Management Group, LLC CIK 0001317208 0.520 43 3.7 0.9% 5 -0.0 pp +0.1 pp +0.0 pp -0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 2.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 2.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 2.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 2.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 2.0 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 1.8 0.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 1.7 1.4% 4 +0.0 pp +0.3 pp +0.7 pp +1.4 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.5 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collar Capital Management, LLC CIK 0002056719 0.177 73 1.4 0.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 1.2 0.3% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.1 0.5% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 1.1 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 1.0 0.3% 5 -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 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 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 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.9 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.9 0.0% 3 -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 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.6 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 0.6 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.6 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.5 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 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 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Argentarii, LLC CIK 0002030055 0.348 213 0.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.4 0.2% 5 -0.0 pp +0.0 pp +0.2 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 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 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.3 0.1% 5 -0.0 pp -0.8 pp -0.8 pp -0.7 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.3 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Advisors, LLC CIK 0001775446 0.517 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 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 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp -1.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 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
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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
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 KYN). Qtrs Held counts distinct quarters this fund has actually held KYN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KYN position size. Δ columns are the percentage-point change in KYN'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