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Disclosery

KOMP SPDR SERIES TRUST

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SP KENSHO NEWEC (fund)

136 managers (136 13F filers) reported a position in KOMP shares at 2025-09-30, 37,725,730 shares in all. 24 filers opened a position and 12 filers sold out during the quarter.

Managers
136
13F filers
136
New
24
Added
35
Reduced
42
Sold out
12
Shares held by filers
37,725,730

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.31,787,145$1.98B3.78%-2,520,46113F-HRTimeline
Betterment LLC1,506,644$93.8M0.19%-11,35313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,009,251$62.8M3.36%new13F-HRTimeline
Strategic Advocates LLC570,232$35.5M9.25%+19,18913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY308,143$19.2M<0.01%-45,59913F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.221,012$13.8M0.02%+117,37313F-HRTimelineGroup
SAVA PENZISKO DRUSHTVO A.D. SKOPJE165,825$10.3M3.39%13F-HRTimeline
Mariner, LLCin group Mariner, LLC163,915$10.2M0.01%-5,35113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA143,364$8.93M<0.01%+1,64313F-HRTimelineGroup
LPL Financial LLC137,814$8.58M<0.01%+10,14613F-HRTimeline
Towerpoint Wealth, LLC100,257$6.24M2.55%-1,04313F-HRTimeline
Aptus Capital Advisors, LLC95,090$5.92M0.05%+2,62013F-HRTimeline
Financial Guidance Group, Inc.94,917$5.91M2.65%+2,58413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,632$5.77M<0.01%+81313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/85,405$5.32M<0.01%+8,70813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82,675$5.15M<0.01%+59,49413F-HRTimelineGroup
MGO ONE SEVEN LLC69,665$4.34M0.1%-3,02013F-HRTimeline
CWM, LLCin group CWM, LLC62,583$3.9M0.01%+1,61913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC60,293$3.75M<0.01%-2,40713F-HRTimeline
McCarthy & Cox56,706$3.53M0.81%+19113F-HRTimeline
RFG Advisory, LLC52,363$3.26M0.07%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,064$2.68M0.06%-1,49713F-HRTimelineGroup
Lunt Capital Management, Inc.41,407$2.58M0.99%-58913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC38,025$2.37M0.01%new13F-HRTimelineGroup
Financial Enhancement Group LLC36,030$2.34M0.31%+17,92513F-HRTimeline
Austin Wealth Management, LLC36,768$2.31M0.36%-94513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,902$2.3M<0.01%-1,60913F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.31,067$1.93M0.09%-1,83913F-HRTimelineGroup
Geneos Wealth Management Inc.30,786$1.92M0.05%-3,60213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30,000$1.87M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC28,460$1.77M<0.01%+1,26813F-HRTimeline
Orion Porfolio Solutions, LLC26,532$1.65M0.01%-7,74313F-HRTimeline
Cetera Investment Advisers26,464$1.65M<0.01%+4,73013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT26,203$1.63M0.52%-23,49813F-HRTimeline
WealthCare Investment Partners, LLC24,287$1.53M0.5%+1,40713F-HRTimeline
Advantage Trust Co23,955$1.49M0.67%013F-HRTimeline
SOL Capital Management CO21,375$1.33M0.12%-4,61313F-HRTimeline
Hughes Financial Services, LLC20,858$1.32M0.21%-5413F-HRTimeline
Comprehensive Money Management Services…20,261$1.26M0.89%+5113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,336$1.2M<0.01%+1,70013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth18,622$1.16M<0.01%+72813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,893$909K<0.01%-27113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC12,262$763K0.01%-1,08913F-HRTimeline
Summit Investment Advisory Services, LLC11,732$730K0.29%-71913F-HR/ATimeline
Essex LLC10,973$683K0.12%-18213F-HRTimeline
Crossmark Global Holdings, Inc.10,909$678K0.01%-6,65213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,707$667K0.01%-4813F-HRTimeline
OneDigital Investment Advisors LLC10,354$645K0.01%+20813F-HRTimeline
IHT Wealth Management, LLC9,344$582K0.01%-1,34413F-HRTimeline
UBS Group AGin group UBS Group AG9,122$568K<0.01%-26,87413F-HRTimelineGroup
Creative Planningin group Creative Planning8,725$543K<0.01%+23113F-HRTimelineGroup
Capital Planning Advisors, LLC8,470$527K0.07%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,349$520K0.01%+2,33813F-HRTimelineGroup
RPG Investment Advisory, LLC8,082$503K0.06%-10013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,485$466K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC7,268$453K<0.01%+94613F-HRTimelineGroup
Farther Finance Advisors, LLC7,108$443K0.01%-26413F-HRTimeline
Opulen Financial Group LLC7,024$437K0.33%-98813F-HRTimeline
Bluespring Wealth Management, LLC6,265$390K0.03%013F-HRTimeline
One Capital Management, LLC5,773$359K0.01%new13F-HRTimeline
Wealthfront Advisers LLC5,569$347K<0.01%+10313F-HRTimeline
Lynx Investment Advisory5,479$341K0.2%+1213F-HRTimeline
Sherman Asset Management, Inc.5,260$328K0.28%-2,33413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,094$317K<0.01%-36313F-HRTimelineGroup
ENTREWEALTH, LLC4,837$301K0.15%+38513F-HRTimeline
Integrated Wealth Concepts LLC4,443$277K<0.01%-59313F-HRTimeline
Meridian Financial Advisors, LLC4,430$276K0.16%-1,22713F-HRTimeline
Root Financial Partners, LLC4,259$265K0.02%+10413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,838$239K<0.01%-28113F-HRTimeline
Global Financial Private Client, LLC3,805$237K0.08%new13F-HRTimeline
Mezzasalma Advisors, LLC3,776$235K0.06%013F-HRTimeline
Aries Wealth Management3,745$233K0.06%013F-HRTimeline
Frederick Financial Consultants, LLC3,668$228K0.13%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,623$226K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC3,558$222K<0.01%new13F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,375$216K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,124$194K0.01%013F-HR/ATimeline
Wealthspire Advisors, LLC2,930$182K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC2,860$178K<0.01%+2,32013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,617$163K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC2,094$130K<0.01%new13F-HRTimeline
Allworth Financial LP1,902$118K<0.01%+1,11713F-HRTimeline
AE Wealth Management LLC1,677$104K<0.01%+13313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,636$102K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,419$88.3K<0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC1,382$86K0.01%013F-HRTimeline
MATHER GROUP, LLC.1,189$74K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,164$72.5K<0.01%-36113F-HRTimelineGroup
Global Retirement Partners, LLC959$59.7K<0.01%-2713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp840$52.3K<0.01%-70313F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS796$49.6K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC766$47.7K<0.01%+12613F-HRTimelineGroup
Capital Investment Advisory Services, L…559$34.8K<0.01%-1213F-HRTimeline
Abich Financial Wealth Management LLC513$31.9K0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.503$31.3K<0.01%new13F-HRTimelineGroup
Crews Bank & Trust500$31.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC491$31K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services437$27.2K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.424$26.4K0.01%-4413F-HRTimeline
CoreCap Advisors, LLC423$26.3K<0.01%+14413F-HRTimeline
Princeton Global Asset Management LLC400$24.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…361$22.5K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.360$22.4K<0.01%+31013F-HRTimeline
Crewe Advisors LLC351$21.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.350$21.8K<0.01%013F-HRTimeline
Coston, McIsaac & Partners349$21K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners237$14.8K<0.01%-513F-HRTimelineGroup
Kilter Group LLC202$12.6K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC195$12.1K<0.01%013F-HRTimeline
REAP Financial Group, LLC174$10.8K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA168$10.5K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp170$10.1K0.01%13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO118$7.35K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.111$6.91K<0.01%+1513F-HRTimeline
MMA ASSET MANAGEMENT LLC104$6.45K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC99$6.39K<0.01%-313F-HRTimeline
Key Financial Inc97$6.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.88$5.48K<0.01%-313F-HRTimeline
Archer Investment Corp67$4.17K<0.01%013F-HRTimeline
COMERICA BANK66$4.11K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…58$3.61K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc56$3.49K<0.01%new13F-HRTimeline
Rossby Financial, LCC50$3.15K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC49$3.05K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc47$2.93K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC41$2.55K<0.01%+3613F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC34$2.12K<0.01%-4,78113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/32$1.99K<0.01%013F-HRTimeline
Parallel Advisors, LLC28$1.74K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…26$1.62K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC25$1.56K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24$1.49K<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-HRTimeline
Medallion Wealth Advisors, LLC12$747<0.01%013F-HRTimeline
Perkins Coie Trust Co10$622<0.01%new13F-HRTimeline