This page summarizes the KEMX holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether KEMX is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2023 Share Count 3/31/2024 Share Count Change % Change
13F Filers Increasing KEMX Share Count
Hobart Private Capital LLC
92,473
126,210
+ 33,737
+ 36.48%
Thomasville National Bank
148,428
152,792
+ 4,364
+ 2.94%
Financial Advisory Service Inc.
388,285
393,954
+ 5,669
+ 1.46%
CKW Financial Group
78,218
78,290
+ 72
+ 0.09%
13F Filers Reporting New Positions In KEMX
Proequities Inc.
0
0
UNCH
100%
Toth Financial Advisory Corp
0
45
+ 45
+ 100%
Sharkey Howes & Javer
0
30,121
+ 30,121
+ 100%
Sound Income Strategies LLC
0
0
UNCH
100%
Geneos Wealth Management Inc.
0
2,812
+ 2,812
+ 100%
Montis Financial LLC
0
8,217
+ 8,217
+ 100%
13F Filers With Unchanged Share Count
UMB Bank N A MO
1,274
1,274
UNCH
0.00%
Krane Funds Advisors LLC
56,868
56,868
UNCH
0.00%
Wolff Wiese Magana LLC
1,500
1,500
UNCH
0.00%
13F Filers Decreasing KEMX Share Count
Creative Financial Designs Inc. ADV
1,618
700
- 918
- 56.74%
Janney Montgomery Scott LLC
18,355
14,799
- 3,556
- 19.37%
13F Filers Exiting KEMX
Fifth Third Bancorp
159
0
- 159
- 100.00%
See Summary: Institutional Holders of KEMX
See Details: Top 10 Hedge Funds Holding KEMX
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