Security key
48669G105
CUSIP: 48669G105
Security key
48669G105
Report period
Q2 2023
Institutions
9
Top holders
9
Broader feeds
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
8 of 8 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
1.7%
|
$205,453
199,450 shares
|
— | 31 Mar 2023 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
0.57%
|
$70,000
68,224 shares
|
— | 31 Mar 2023 |
| Belpointe Asset Management LLC |
13F
Company
|
0.03%
|
$3,090
3,000 shares
|
— | 31 Mar 2023 |
| NewEdge Advisors, LLC |
13F
Company
|
0%
|
$515
500 shares
|
— | 31 Mar 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0%
|
$206
200 shares
|
— | 31 Mar 2023 |
| Allworth Financial LP |
13F
Company
|
0%
|
$90
87 shares
|
— | 31 Mar 2023 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Investor-level positions for this CUSIP, loaded as an interactive table.
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|