Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Managed Portfolio Ser (KAMO)

24 + Investors. Track Smart Money conviction in KAMO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
47%

Smart Money Signals — KAMO

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 2Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
24 hedge funds hold KAMO right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟠

More sellers than buyers — 47% buying

14 buying16 selling
Last quarter: 16 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 24 current holders: 24 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
3 of 24 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KAMO

In 2026 Q2, 14 hedge funds were net buyers of KAMO (6 opened a new position, 8 added to an existing one), while 16 reduced or exited (10 trimmed, 6 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 37% of total institutional value in KAMO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 24.

Hedge Fund Ownership: KAMO

How many hedge funds hold KAMO — quarterly history vs. share price
Quarterly hedge fund ownership of KAMO vs. share price

Market Analysis: KAMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KAMO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: KAMO
24 + Investors

Track Smart Money conviction in KAMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 24 -
13F Shares 3M 2M 44.24%
Total Value $72M $50M 44.01%
New Positions 6 7 -1
Increased Positions 8 8 -
Closed Positions 6 2 +4
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KAMO

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

24 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KAMO. Verified SEC 13F-HR filings.

QUARTER:
Top 24 KAMO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heritage Oak Wealth Advisors LLC 1.99% 274,361 $6.8M
2 Fulcrum Equity Management 0.40% 22,073 $544K
3 CoreCap Advisors, LLC 0.25% 338,782 $8.3M
4 Global Assets Advisory, LLC 0.22% 40,928 $1.0M
5 Leuthold Group, LLC 0.20% 81,373 $2.0M
6 Legacy Wealth Partners, LLC 0.14% 24,976 $615K
7 Balefire, LLC 0.07% 18,280 $450K
8 Strategic Blueprint, LLC 0.03% 28,358 $699K
9 Assetmark, Inc 0.03% 725,203 $17.9M
10 United Advisor Group, LLC 0.02% 9,401 $233K
11 IFP Advisors, Inc 0.02% 48,957 $1.2M
12 Atria Investments, Inc 0.02% 79,891 $2.0M
13 Arkadios Wealth Advisors 0.02% 42,931 $1.1M
14 Mgo One Seven LLC 0.02% 38,373 $946K
15 Concurrent Investment Advisors, LLC 0.01% 47,180 $1.2M
16 RFG Advisory, LLC 0.01% 15,428 $380K
17 LPL Financial LLC 0.01% 927,968 $22.9M
18 Rossby Financial, LCC 0.00% 329 $8K
19 Continuum Advisory, LLC 0.00% 686 $17K
20 Envestnet Asset Management Inc 0.00% 148,800 $3.7M
21 Jane Street Group, LLC 0.00% 25,038 $617K
22 Farther Finance Advisors, LLC 0.00% 76 $2K
23 Osaic Holdings, INC. 0.00% 248 $6K
24 UBS Group AG 0.00% 756 $19K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Managed Portfolio Ser (KAMO)

What does the Smart Money Trend signal show for KAMO?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for KAMO?

More sellers than buyers — 47% buying: Last quarter: 16 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KAMO holders?

Strong quality — 37% AUM from major funds: 3 of 24 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held KAMO?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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