On this page, we present all of the funds holding KLDW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding KLDW, with a link to that fund's top holdings. The next columns indicate the amount of KLDW stock held by each of the funds holding KLDW, followed by the KLDW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 14 funds holding KLDW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding KLDW), click the fund name in the "Holder" column of the funds-holding-KLDW table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealth Enhancement Advisory Services LLC | 2,267,660 | $101,381 | 03/31/2024 |
KLDW | 2,267,660 | $101,381 | 03/31/2024 |
Capital Planning Advisors LLC | 262,002 | $10,953 | 12/31/2023 |
KLDW | 262,002 | $10,953 | 12/31/2023 |
Jane Street Group LLC | 80,601 | $3,369 | 12/31/2023 |
KLDW | 80,601 | $3,369 | 12/31/2023 |
Citadel Advisors LLC | 31,775 | $1,328 | 12/31/2023 |
KLDW | 31,775 | $1,328 | 12/31/2023 |
Captrust Financial Advisors | 21,037 | $879 | 12/31/2023 |
KLDW | 21,037 | $879 | 12/31/2023 |
Bank of Montreal Can | 10,092 | $405 | 12/31/2023 |
KLDW | 10,092 | $405 | 12/31/2023 |
LPL Financial LLC | 8,226 | $344 | 12/31/2023 |
KLDW | 8,226 | $344 | 12/31/2023 |
Raymond James & Associates | 6,060 | $253 | 12/31/2023 |
KLDW | 6,060 | $253 | 12/31/2023 |
Lakeside Advisors INC. | 5,800 | $242 | 12/31/2023 |
KLDW | 5,800 | $242 | 12/31/2023 |
Lincoln National Corp | 5,245 | $219 | 12/31/2023 |
KLDW | 5,245 | $219 | 12/31/2023 |
Royal Bank of Canada | 2,630 | $110 | 12/31/2023 |
KLDW | 2,630 | $110 | 12/31/2023 |
Tradition Wealth Management LLC | 2,207 | $92 | 12/31/2023 |
KLDW | 2,207 | $92 | 12/31/2023 |
Advisory Services Network LLC | 875 | $37 | 12/31/2023 |
KLDW | 875 | $37 | 12/31/2023 |
Advisor Group Holdings Inc. | 600 | $25 | 12/31/2023 |
KLDW | 600 | $25 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
KLDW | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of KLDW
See Details: Top 10 Hedge Funds Holding KLDW
Also See: KLDW Holdings Changes
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