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Funds Holding KLDW

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC2,267,660$101,381 03/31/2024
     KLDW2,267,660$101,381 03/31/2024
Capital Planning Advisors LLC262,002$10,953 12/31/2023
     KLDW262,002$10,953 12/31/2023
Jane Street Group LLC80,601$3,369 12/31/2023
     KLDW80,601$3,369 12/31/2023
Citadel Advisors LLC31,775$1,328 12/31/2023
     KLDW31,775$1,328 12/31/2023
Captrust Financial Advisors21,037$879 12/31/2023
     KLDW21,037$879 12/31/2023
Bank of Montreal Can10,092$405 12/31/2023
     KLDW10,092$405 12/31/2023
LPL Financial LLC8,226$344 12/31/2023
     KLDW8,226$344 12/31/2023
Raymond James & Associates6,060$253 12/31/2023
     KLDW6,060$253 12/31/2023
Lakeside Advisors INC.5,800$242 12/31/2023
     KLDW5,800$242 12/31/2023
Lincoln National Corp5,245$219 12/31/2023
     KLDW5,245$219 12/31/2023
Royal Bank of Canada2,630$110 12/31/2023
     KLDW2,630$110 12/31/2023
Tradition Wealth Management LLC2,207$92 12/31/2023
     KLDW2,207$92 12/31/2023
Advisory Services Network LLC875$37 12/31/2023
     KLDW875$37 12/31/2023
Advisor Group Holdings Inc.600$25 12/31/2023
     KLDW600$25 12/31/2023
Proequities Inc.0$0 12/31/2023
     KLDW0$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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