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Disclosery

KOMP SPDR SERIES TRUST

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SP KENSHO NEWEC (fund)

125 managers (125 13F filers) reported a position in KOMP shares at 2025-06-30, 39,103,498 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
125
13F filers
125
New
17
Added
40
Reduced
40
Sold out
14
Shares held by filers
39,103,498

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Engines Advisors L.L.C.34,307,606$1.87B3.72%+1,055,90813F-HRTimeline
Betterment LLC1,517,997$82.5M0.18%-255,39713F-HRTimeline
Strategic Advocates LLC551,043$30M8.9%+14,54213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY353,742$19.2M<0.01%-488,64313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC169,266$9.2M0.01%+3,12413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA141,721$7.71M<0.01%+41,64013F-HR/ATimelineGroup
LPL Financial LLC127,668$6.94M<0.01%-65,05513F-HRTimeline
Christopher J. Hasenberg, Inc117,008$6.36M2.36%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.103,639$5.64M0.01%+5,73013F-HRTimelineGroup
Towerpoint Wealth, LLC101,300$5.51M2.44%+7,63113F-HRTimeline
Aptus Capital Advisors, LLC92,470$5.03M0.05%+7,27013F-HRTimeline
Financial Guidance Group, Inc.92,333$5.02M2.44%+7,27013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,819$4.99M<0.01%-5,71313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,697$4.17M<0.01%-813F-HRTimelineGroup
MGO ONE SEVEN LLC72,685$3.95M0.13%+3,01413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,700$3.41M<0.01%-48,41213F-HRTimeline
CWM, LLCin group CWM, LLC60,964$3.31M0.01%+12413F-HRTimelineGroup
McCarthy & Cox56,515$3.07M0.8%+8,32813F-HRTimeline
Good Life Advisors, LLC50,838$2.76M0.17%+95513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT49,701$2.7M0.97%+4,08213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …44,561$2.42M0.06%+5,01413F-HRTimelineGroup
Lunt Capital Management, Inc.41,996$2.28M0.87%-24313F-HRTimeline
Austin Wealth Management, LLC37,713$2.1M0.37%-1,47613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,511$2.09M<0.01%-4,12113F-HRTimelineGroup
UBS Group AGin group UBS Group AG35,996$1.96M<0.01%+31,03213F-HRTimelineGroup
Geneos Wealth Management Inc.34,388$1.87M0.05%-35,97413F-HRTimeline
Orion Porfolio Solutions, LLC34,275$1.86M0.02%-70313F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding32,906$1.79M-10,051Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,132$1.64M<0.01%+19,31513F-HRTimelineGroup
HighTower Advisors, LLC27,192$1.48M<0.01%-4,23413F-HRTimeline
SOL Capital Management CO25,988$1.41M0.14%-8,32213F-HRTimeline
Advantage Trust Co23,955$1.3M0.64%013F-HRTimeline
WealthCare Investment Partners, LLC22,880$1.27M0.46%+1,07413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,181$1.26M<0.01%+63413F-HRTimelineGroup
Cetera Investment Advisers21,734$1.18M<0.01%+8,18213F-HRTimeline
Hughes Financial Services, LLC20,912$1.16M0.2%-15,08813F-HRTimeline
Comprehensive Money Management Services…20,210$1.1M0.83%+77513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,175$1.04M<0.01%-75,02913F-HRTimelineGroup
Financial Enhancement Group LLC18,105$1M0.14%new13F-HRTimeline
GTS SECURITIES LLC18,402$1M0.04%+13,54813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,894$973K<0.01%+1,74313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,636$959K<0.01%-15713F-HRTimelineGroup
Crossmark Global Holdings, Inc.17,561$955K0.02%-6113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,252$938K0.08%+913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,164$825K<0.01%-3,87513F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,727$746K<0.01%-8,24713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC13,351$726K0.01%-116,06913F-HRTimeline
Summit Investment Advisory Services, LLC12,451$677K0.29%-13713F-HR/ATimeline
Essex LLC11,155$607K0.12%-4513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,755$585K0.01%-16,44413F-HRTimeline
IHT Wealth Management, LLC10,688$581K0.02%-28613F-HRTimeline
OneDigital Investment Advisors LLC10,146$552K0.01%+29513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,145$497K0.01%-3,82913F-HRTimelineGroup
Creative Planningin group Creative Planning8,494$462K<0.01%+7213F-HRTimelineGroup
Capital Planning Advisors, LLC8,470$461K0.07%013F-HRTimeline
RPG Investment Advisory, LLC8,182$445K0.06%-10,31213F-HRTimeline
Opulen Financial Group LLC8,012$436K0.36%-49513F-HRTimeline
Sherman Asset Management, Inc.7,594$413K0.37%-8,39613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,485$407K<0.01%+5,08813F-HRTimeline
Farther Finance Advisors, LLC7,372$401K0.01%-4,55113F-HRTimeline
FMR LLCin group FMR LLC6,322$344K<0.01%-1,01213F-HRTimelineGroup
Bluespring Wealth Management, LLC6,265$341K0.03%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,011$327K<0.01%-12813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,720$311K<0.01%+9813F-HRTimelineGroup
Meridian Financial Advisors, LLC5,657$308K0.2%-34913F-HRTimeline
Lynx Investment Advisory5,467$297K0.19%+1313F-HRTimeline
Wealthfront Advisers LLC5,466$297K<0.01%+96813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,457$297K<0.01%+3,90613F-HRTimelineGroup
Integrated Wealth Concepts LLC5,036$274K<0.01%-4713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,815$262K<0.01%new13F-HRTimeline
ENTREWEALTH, LLC4,452$242K0.17%new13F-HRTimeline
Root Financial Partners, LLC4,155$226K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,119$224K<0.01%-31813F-HRTimeline
Mezzasalma Advisors, LLC3,776$205K0.06%new13F-HRTimeline
Aries Wealth Management3,745$204K0.05%new13F-HRTimeline
IFP Advisors, Inc3,124$170K<0.01%+213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,636$89K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,544$84K<0.01%-76213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,543$83.9K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,525$82.9K<0.01%+9813F-HRTimelineGroup
Larson Financial Group LLC1,418$77.1K<0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC1,382$75K0.01%013F-HRTimeline
Bellwether Advisors, LLC1,179$64.1K0.01%013F-HRTimeline
Talon Private Wealth, LLC1,056$57.4K0.01%new13F-HRTimeline
Global Retirement Partners, LLC986$53.6K<0.01%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS796$43.3K0.02%013F-HRTimeline
Allworth Financial LP785$42.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC640$34.8K<0.01%+35713F-HRTimelineGroup
Capital Investment Advisory Services, L…571$31.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC540$29.4K<0.01%+15513F-HRTimeline
Crews Bank & Trust500$27.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC491$27K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.468$25.4K0.01%013F-HRTimeline
Princeton Global Asset Management LLC400$21.8K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP397$21.5K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…361$19.6K<0.01%013F-HRTimeline
Crewe Advisors LLC351$19.1K<0.01%+24013F-HRTimeline
North Star Investment Management Corp.350$19K<0.01%013F-HRTimeline
Coston, McIsaac & Partners349$18K<0.01%013F-HRTimeline
CoreCap Advisors, LLC279$15.2K<0.01%-67913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners242$13.2K<0.01%013F-HRTimelineGroup
Kilter Group LLC202$11K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC195$10.6K<0.01%013F-HRTimeline
Painted Porch Advisors LLC154$8.38K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\142$7.72K<0.01%+11313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO118$6.42K<0.01%-3513F-HRTimelineGroup
Sound Income Strategies, LLC102$5.55K<0.01%+9913F-HRTimeline
Key Financial Inc97$5.28K<0.01%+1413F-HRTimeline
HARBOUR INVESTMENTS, INC.96$5.22K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.91$4.96K<0.01%13F-HRTimeline
Archer Investment Corp67$3.64K<0.01%013F-HRTimeline
COMERICA BANK66$3.59K<0.01%-10413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…58$3.15K<0.01%-513F-HRTimelineGroup
SBI Securities Co., Ltd.50$2.72K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC49$2.67K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/32$1.74K<0.01%new13F-HRTimeline
Parallel Advisors, LLC28$1.52K<0.01%+513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…26$1.41K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC25$1.36K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp20$1.12K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.21$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HORIZON BANCORP INC /IN/8$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC12$653<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$272<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.