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Disclosery

KOMP SPDR SERIES TRUST

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SP KENSHO NEWEC (fund)

147 managers (147 13F filers) reported a position in KOMP shares at 2025-12-31, 36,050,484 shares in all. 27 filers opened a position and 16 filers sold out during the quarter.

Managers
147
13F filers
147
New
27
Added
44
Reduced
41
Sold out
16
Shares held by filers
36,050,484

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.29,815,734$1.78B3.37%-1,971,41113F-HRTimeline
Betterment LLC1,495,878$89.3M0.17%-10,76613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,149,359$68.7M3.57%+140,10813F-HRTimeline
Strategic Advocates LLC587,122$35.3M9.03%+16,89013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY246,048$14.7M<0.01%-62,09513F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.225,878$13.5M0.02%+4,86613F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC143,653$11.5M10.94%new13F-HRTimeline
LPL Financial LLC166,867$9.97M<0.01%+29,05313F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE165,825$9.9M3.2%013F-HRTimeline
Mariner, LLCin group Mariner, LLC156,766$9.36M0.01%-7,14913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA142,540$8.51M<0.01%-82413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN102,688$6.13M<0.01%+20,01313F-HRTimelineGroup
Financial Guidance Group, Inc.99,277$5.93M2.43%+4,36013F-HRTimeline
Aptus Capital Advisors, LLC99,277$5.93M0.05%+4,18713F-HRTimeline
Towerpoint Wealth, LLC99,012$5.91M2.34%-1,24513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,250$5.87M<0.01%+5,61813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/90,435$5.4M<0.01%+5,03013F-HRTimelineGroup
MGO ONE SEVEN LLC69,983$4.18M0.09%+31813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,575$4.16M0.01%+9,28213F-HRTimeline
CWM, LLCin group CWM, LLC61,196$3.65M0.01%-1,38713F-HRTimelineGroup
KINTRA WEALTH, LLC55,012$3.29M0.46%new13F-HRTimeline
Financial Enhancement Group LLC45,058$2.95M0.38%+9,02813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …47,325$2.83M0.06%+4,26113F-HRTimelineGroup
Austin Wealth Management, LLC38,795$2.48M0.37%+2,02713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC38,025$2.37M0.01%013F-HRTimelineGroup
Lunt Capital Management, Inc.38,618$2.31M0.86%-2,78913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,508$2.12M<0.01%-1,39413F-HRTimelineGroup
Geneos Wealth Management Inc.30,256$1.81M0.04%-53013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30,000$1.79M<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC28,465$1.7M<0.01%+513F-HRTimeline
RFG Advisory, LLC28,030$1.67M0.03%-24,33313F-HRTimeline
Cetera Investment Advisers27,295$1.63M<0.01%+83113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT26,600$1.59M0.49%+39713F-HRTimeline
Orion Porfolio Solutions, LLC25,436$1.52M0.01%-1,09613F-HRTimeline
WealthCare Investment Partners, LLC24,665$1.51M0.44%+37813F-HRTimeline
Advantage Trust Co23,955$1.43M0.64%013F-HRTimeline
Savvy Advisors, Inc.23,349$1.39M0.05%new13F-HRTimeline
SOL Capital Management CO21,250$1.27M0.11%-12513F-HRTimeline
Hughes Financial Services, LLC20,754$1.24M0.19%-10413F-HRTimeline
Comprehensive Money Management Services…20,460$1.22M0.84%+19913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,515$1.11M<0.01%-10713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,766$1M<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,764$882K<0.01%-12913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,009$837K<0.01%-5,32713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC12,483$746K0.01%+22113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,287$734K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG12,145$725K<0.01%+3,02313F-HRTimelineGroup
Summit Investment Advisory Services, LLC11,478$686K0.26%-25413F-HRTimeline
Essex LLC10,914$652K0.12%-5913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,542$630K0.01%-16513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,675$578K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC9,402$562K<0.01%+2,13413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,950$535K0.01%+60113F-HRTimelineGroup
Creative Planningin group Creative Planning8,878$530K<0.01%+15313F-HRTimelineGroup
OneDigital Investment Advisors LLC8,593$513K0.01%-1,76113F-HRTimeline
Capital Planning Advisors, LLC8,470$506K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,941$474K0.02%new13F-HRTimelineGroup
RPG Investment Advisory, LLC7,906$472K0.05%-17613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,485$447K<0.01%013F-HRTimeline
ENTREWEALTH, LLC6,947$436K0.2%+2,11013F-HRTimeline
One Capital Management, LLC6,933$414K0.01%+1,16013F-HRTimeline
Opulen Financial Group LLC6,694$400K0.29%-33013F-HRTimeline
Bluespring Wealth Management, LLC6,265$374K0.03%013F-HRTimeline
Lynx Investment Advisory5,544$331K0.18%+6513F-HRTimeline
Farther Finance Advisors, LLC5,314$317K<0.01%-1,79413F-HRTimeline
Wealthfront Advisers LLC5,094$304K<0.01%-47513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,599$275K<0.01%-49513F-HRTimelineGroup
Integrated Wealth Concepts LLC4,453$266K<0.01%+1013F-HRTimeline
IHT Wealth Management, LLC4,280$256K0.01%-5,06413F-HRTimeline
Root Financial Partners, LLC4,155$248K0.01%-10413F-HRTimeline
Aries Wealth Management4,095$245K0.05%+35013F-HRTimeline
Global Financial Private Client, LLC3,949$236K0.08%+14413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,894$233K<0.01%+3,39113F-HRTimelineGroup
Mezzasalma Advisors, LLC3,776$232K0.06%013F-HRTimeline
Frederick Financial Consultants, LLC3,668$219K0.12%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,277$210K<0.01%-9813F-HRTimeline
Sanctuary Advisors, LLC3,499$209K<0.01%-5913F-HRTimeline
Sherman Asset Management, Inc.3,494$209K0.18%-1,76613F-HRTimeline
Cambridge Investment Research Advisors,…3,441$206K<0.01%-18213F-HRTimeline
NewEdge Advisors, LLC3,300$197K<0.01%+44013F-HRTimeline
IFP Advisors, Inc2,828$169K<0.01%-29613F-HRTimeline
AE Wealth Management LLC1,991$119K<0.01%+31413F-HRTimeline
Global Retirement Partners, LLC1,669$99.7K<0.01%+71013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,636$97.7K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,422$85K<0.01%+313F-HRTimeline
Capital Advisors, Ltd. LLC1,382$83K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,355$80.9K<0.01%+99513F-HRTimeline
Allworth Financial LP1,205$72K<0.01%-69713F-HRTimeline
Arax Advisory Partners1,079$64.4K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…800$47.8K<0.01%-36413F-HR/ATimelineGroup
BOK Financial Private Wealth, Inc.800$47.8K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC766$45.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.674$40.3K<0.01%+56313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC642$38.3K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…559$33.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp500$29.9K<0.01%-34013F-HRTimelineGroup
Crews Bank & Trust500$29.9K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC491$29K<0.01%013F-HR/ATimelineGroup
Pacific Center for Financial Services437$27.2K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC430$25.7K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC430$25.7K<0.01%+713F-HRTimeline
Pinnacle Bancorp, Inc.424$25.3K0.01%013F-HRTimeline
Princeton Global Asset Management LLC400$23.9K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC390$23.3K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…375$22.4K<0.01%+1413F-HRTimeline
Crewe Advisors LLC351$21K<0.01%013F-HRTimeline
North Star Investment Management Corp.350$20.9K<0.01%013F-HRTimeline
REAP Financial Group, LLC336$20.1K<0.01%+16213F-HRTimeline
Coston, McIsaac & Partners349$20K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC322$19.2K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC321$19.2K<0.01%+28013F-HRTimelineGroup
PRIVATE TRUST CO NA276$16.5K<0.01%+10813F-HRTimeline
FINANCIAL CONSULATE, INC272$16.2K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners237$14.2K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO204$12.2K<0.01%+8613F-HRTimelineGroup
CDKV HOLDINGS LLC200$11.9K0.01%13F-HRTimeline
Triumph Capital Management196$11.7K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC195$11.6K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.183$11K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP139$8.3K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC132$7.88K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC117$6.99K<0.01%new13F-HRTimeline
Key Financial Inc97$5.79K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp93$5.64K0.01%-7713F-HR/ATimeline
Sound Income Strategies, LLC64$4.23K<0.01%-3513F-HRTimeline
COMERICA BANK69$4.12K<0.01%+313F-HRTimeline
Commonwealth Retirement Investments LLC64$3.82K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…58$3.46K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…50$2.99K<0.01%new13F-HRTimeline
Rossby Financial, LCC50$2.99K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC49$2.93K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc47$2.81K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC47$2.81K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC33$1.97K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.33$1.97K<0.01%-5513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/32$1.91K<0.01%013F-HRTimeline
Parvin Asset Management, LLC30$1.79K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC27$1.63K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…26$1.55K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.26$1.55K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC25$1.49K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24$1.43K<0.01%013F-HRTimeline
Parallel Advisors, LLC23$1.37K<0.01%-513F-HRTimeline
Strive Financial Group ,LLC21$1.25K<0.01%13F-HR/ATimeline
Central Pacific Bank - Trust Division17$1.01K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/8$1K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC13$776<0.01%-2113F-HRTimeline