KCE Institutional Ownership
State Street SPDR S&P Capital Markets ETF
1W: -1.8%
1M: -7.6%
3M: -2.0%
YTD: +1.6%
1Y: +2.6%
3Y: +86.0%
5Y: +71.3%
$154.01
-0.88 (-0.57%)
Weekly Expected Move ±2.2%
$147
$151
$154
$157
$161
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KCE
112
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
296M
Total Invested
15
New Positions
27
Increased
44
Reduced
11
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 699,851 | $108M | -2,845 | -0.4% | 15Q | SEC ↗ |
| 2 | MEITAV INVESTMENT HOUSE LTD | 246,277 | $38M | -26,996 | -9.9% | 9Q | SEC ↗ |
| 3 | Thrivent Financial for Lutherans | 154,704 | $24M | -7,558 | -4.7% | 3Q | SEC ↗ |
| 4 | MORGAN STANLEY | 142,242 | $22M | -13,149 | -8.5% | 60Q | SEC ↗ |
| 5 | Kranot Hishtalmut Le Morim Ve Gananot | 138,163 | $21M | — | +0.0% | 10Q | SEC ↗ |
| 6 | LPL Financial LLC | 119,008 | $18M | -23,623 | -16.6% | 23Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 63,354 | $10M | +49,257 | +349.4% | 47Q | SEC ↗ |
| 8 | Royal Fund Management, LLC | 54,508 | $8M | +1,918 | +3.6% | 15Q | SEC ↗ |
| 9 | Fisher Asset Management, LLC | 50,777 | $8M | +1,434 | +2.9% | 23Q | SEC ↗ |
| 10 | Kranot Hishtalmut Le Morim Tichoniim H | 47,687 | $7M | — | +0.0% | 10Q | SEC ↗ |
| 11 | TigerOak Management, L.L.C. | 28,881 | $4M | +476 | +1.7% | 7Q | SEC ↗ |
| 12 | UBS Group AG | 28,494 | $4M | -58,782 | -67.4% | 47Q | SEC ↗ |
| 13 | Accel Wealth Management | 27,798 | $4M | +2,035 | +7.9% | 21Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 26,897 | $4M | +3,101 | +13.0% | 22Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 26,731 | $4M | +3,999 | +17.6% | 18Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,417 | $4M | +13,107 | +115.9% | 12Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 23,046 | $4M | -97 | -0.4% | 7Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 22,347 | $3M | -267 | -1.2% | 8Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 13,911 | $2M | +376 | +2.8% | 11Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 13,613 | $2M | +869 | +6.8% | 2Q | SEC ↗ |
| 21 | WESPAC Advisors SoCal, LLC | 12,919 | $2M | +78 | +0.6% | 6Q | SEC ↗ |
| 22 | IMC-Chicago, LLC | 12,454 | $2M | +4,073 | +48.6% | 2Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 11,654 | $2M | +3,553 | +43.9% | 50Q | SEC ↗ |
| 24 | Merit Financial Group, LLC | 11,489 | $2M | -821 | -6.7% | 7Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 11,338 | $2M | -779 | -6.4% | 10Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC | 10,594 | $2M | -5,817 | -35.4% | 9Q | SEC ↗ |
| 27 | GRIMES & Co WEALTH MANAGEMENT, LLC | 9,674 | $1M | -580 | -5.7% | 5Q | SEC ↗ |
| 28 | MONEY CONCEPTS CAPITAL CORP | 9,646 | $1M | -53 | -0.5% | 15Q | SEC ↗ |
| 29 | GTS SECURITIES LLC | 9,362 | $1M | +612 | +7.0% | 2Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 7,618 | $1M | -439 | -5.4% | 35Q | SEC ↗ |
| 31 | Global Financial Private Client, LLC | 7,500 | $1M | -78 | -1.0% | 10Q | SEC ↗ |
| 32 | PNC Financial Services Group, Inc. | 7,440 | $1M | -254 | -3.3% | 15Q | SEC ↗ |
| 33 | AMICA MUTUAL INSURANCE CO NEW | 6,701 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Arkadios Wealth Advisors | 5,656 | $871K | +434 | +8.3% | 9Q | SEC ↗ |
| 35 | STEPHENS INC /AR | 5,458 | $841K | +40 | +0.7% | 6Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 5,113 | $787K | -2,287 | -30.9% | 26Q | SEC ↗ |
| 37 | Private Advisor Group, LLC | 5,017 | $773K | +970 | +24.0% | 12Q | SEC ↗ |
| 38 | Janney Montgomery Scott LLC | 4,619 | $711K | +35 | +0.8% | 8Q | SEC ↗ |
| 39 | XTX Topco Ltd NEW | 4,372 | $673K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Worthington Financial Partners, LLC | 3,910 | $602K | +129 | +3.4% | 3Q | SEC ↗ |
| 41 | Sanctuary Advisors, LLC | 3,506 | $540K | -245 | -6.5% | 8Q | SEC ↗ |
| 42 | Wealthfront Advisers LLC | 3,372 | $519K | -192 | -5.4% | 19Q | SEC ↗ |
| 43 | D. E. Shaw & Co., Inc. | 3,311 | $510K | — | +0.0% | 7Q | SEC ↗ |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 3,247 | $500K | +176 | +5.7% | 22Q | SEC ↗ |
| 45 | HF Advisory Group, LLC | 2,721 | $419K | -4 | -0.1% | 15Q | SEC ↗ |
| 46 | Anchor Bay Capital, Inc. NEW | 2,670 | $411K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Steward Partners Investment Advisory, | 2,526 | $389K | +67 | +2.7% | 36Q | SEC ↗ |
| 48 | Harel Insurance Investments & Financia | 2,500 | $385K | — | +0.0% | 3Q | SEC ↗ |
| 49 | JANE STREET GROUP, LLC | 2,164 | $333K | -6,507 | -75.0% | 2Q | SEC ↗ |
| 50 | NewEdge Advisors, LLC | 2,112 | $325K | +5 | +0.2% | 10Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| AMICA MUTUAL INSURANCE CO | 6,701 | $1M |
| XTX Topco Ltd | 4,372 | $673K |
| Anchor Bay Capital, Inc. | 2,670 | $411K |
| Csenge Advisory Group | 1,878 | $289K |
| Beacon Pointe Advisors, LLC | 1,748 | $269K |
| EP Wealth Advisors, LLC | 1,213 | $187K |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 598 | $92K |
| IFG Advisory, LLC | 144 | $22K |
| MERCER GLOBAL ADVISORS INC /ADV | 70 | $11K |
| LAZARD ASSET MANAGEMENT LLC | 44 | $7K |
| Global Retirement Partners, LLC | 25 | $4K |
| ARK Investment Management LLC | 19 | $3K |
| IFP Advisors, Inc | 17 | $3K |
| HANTZ FINANCIAL SERVICES, INC. | 4 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Presper Financial Architects, LLC | 141,662 | $22M |
| 360 Financial, Inc. | 105,797 | $16M |
| Baker Avenue Asset Management, LP | 29,799 | $5M |
| Provident Co of the Employees of th | 27,651 | $4M |
| VICUS CAPITAL | 27,357 | $4M |
| Cavalier Investments, LLC | 26,328 | $4M |
| TWO SIGMA INVESTMENTS, LP | 23,300 | $4M |
| NOTTINGHAM ADVISORS, INC. | 20,158 | $3M |
| Community Bank, N.A. | 19,845 | $3M |
| Mariner, LLC | 15,453 | $2M |
| LEUTHOLD GROUP, LLC | 3,470 | $534K |
| HBW ADVISORY SERVICES LLC | 3,098 | $477K |
| Fifth Third Securities, Inc. | 2,000 | $308K |
| INTEGRITY ALLIANCE, LLC. | 1,950 | $300K |
| Kaizen Financial Strategies | 1,690 | $260K |
| Equitable Holdings, Inc. | 1,445 | $223K |
| Sound Income Strategies, LLC | 1,322 | $204K |
| Hamrick Investment Counsel, llc | 956 | $147K |
| MONTAG A & ASSOCIATES INC | 740 | $114K |
| BANK OF MONTREAL /CAN | 615 | $95K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +49,257 | +349.4% | 63,354 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +13,107 | +115.9% | 24,417 |
| IMC-Chicago, LLC | +4,073 | +48.6% | 12,454 |
| MML INVESTORS SERVICES, LLC | +3,999 | +17.6% | 26,731 |
| CITADEL ADVISORS LLC | +3,553 | +43.9% | 11,654 |
| ENVESTNET ASSET MANAGEMENT INC | +3,101 | +13.0% | 26,897 |
| Accel Wealth Management | +2,035 | +7.9% | 27,798 |
| Royal Fund Management, LLC | +1,918 | +3.6% | 54,508 |
| Fisher Asset Management, LLC | +1,434 | +2.9% | 50,777 |
| Private Advisor Group, LLC | +970 | +24.0% | 5,017 |
| GOLDMAN SACHS GROUP INC | +869 | +6.8% | 13,613 |
| Rockefeller Capital Management L.P. | +866 | +601.4% | 1,010 |
| Larson Financial Group LLC | +678 | +208.6% | 1,003 |
| GTS SECURITIES LLC | +612 | +7.0% | 9,362 |
| TigerOak Management, L.L.C. | +476 | +1.7% | 28,881 |
| Arkadios Wealth Advisors | +434 | +8.3% | 5,656 |
| STIFEL FINANCIAL CORP | +376 | +2.8% | 13,911 |
| COMMONWEALTH EQUITY SERVICES, LLC | +176 | +5.7% | 3,247 |
| Worthington Financial Partners, LLC | +129 | +3.4% | 3,910 |
| WESPAC Advisors SoCal, LLC | +78 | +0.6% | 12,919 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -58,782 | -67.4% | 28,494 |
| MEITAV INVESTMENT HOUSE LTD | -26,996 | -9.9% | 246,277 |
| LPL Financial LLC | -23,623 | -16.6% | 119,008 |
| MORGAN STANLEY | -13,149 | -8.5% | 142,242 |
| Thrivent Financial for Lutherans | -7,558 | -4.7% | 154,704 |
| JANE STREET GROUP, LLC | -6,507 | -75.0% | 2,164 |
| Farther Finance Advisors, LLC | -5,817 | -35.4% | 10,594 |
| BANK OF AMERICA CORP /DE | -2,845 | -0.4% | 699,851 |
| Tower Research Capital LLC (TRC) | -2,525 | -63.5% | 1,453 |
| OSAIC HOLDINGS, INC. | -2,287 | -30.9% | 5,113 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -1,575 | -46.7% | 1,799 |
| Merit Financial Group, LLC | -821 | -6.7% | 11,489 |
| Cetera Investment Advisers | -779 | -6.4% | 11,338 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | -580 | -5.7% | 9,674 |
| Cambridge Investment Research Advis | -439 | -5.4% | 7,618 |
| WELLS FARGO & COMPANY/MN | -316 | -40.3% | 469 |
| Headland Capital, LLC | -281 | -14.4% | 1,664 |
| HighTower Advisors, LLC | -267 | -1.2% | 22,347 |
| PNC Financial Services Group, Inc. | -254 | -3.3% | 7,440 |
| Sanctuary Advisors, LLC | -245 | -6.5% | 3,506 |