INN US SML CAP P B ETF - DEC (KDEC) Institutional Shareholders
INN US SML CAP P B ETF - DEC (KDEC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $56.75M in KDEC holdings during the latest filing period.
Maltin Wealth Management, Inc. is currently the largest disclosed institutional shareholder of KDEC tracked by InsiderSet, reporting ownership valued at approximately $8.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.79M, representing an estimated gain of +0.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed KDEC value among the investors covered in this analysis. Major shareholders include Maltin Wealth Management, Inc., Cresset Asset Management, Llc, Blair William & Co/Il, and several other long-term asset managers with concentrated positions in INN US SML CAP P B ETF - DEC (KDEC).
This page ranks the largest institutional KDEC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
65
Total Reported Value
$56.75M
Largest Holder
Maltin Wealth Management, Inc.
Largest Position
$8.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Maltin Wealth Management, Inc. | 2.93% | 308,827 | $8,764,510 | $8,786,437 | +$21,927 | +0.25% | |
| Cresset Asset Management, Llc | 0.03% | 260,777 | $7,400,844 | $7,419,366 | +$18,522 | +0.25% | |
| Blair William & Co/Il | 0.01% | 174,047 | $4,939,454 | $4,951,811 | +$12,357 | +0.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 119,382 | $3,388,060 | $3,396,537 | +$8,477 | +0.25% | |
| Catalina Capital Group, Llc | 1.68% | 106,865 | $2,746,302 | $3,040,416 | +$294,114 | +10.71% | |
| Susquehanna International Group, Llp | 0.00% | 67,364 | $1,911,790 | $1,916,573 | +$4,783 | +0.25% | |
| Cetera Investment Advisers | 0.00% | 60,381 | $1,713,625 | $1,717,900 | +$4,275 | +0.25% | |
| Osaic Holdings, Inc. | 0.00% | 57,368 | $1,628,095 | $1,632,177 | +$4,082 | +0.25% | |
| Procyon Advisors, Llc | 0.06% | 51,354 | $1,457,430 | $1,461,073 | +$3,643 | +0.25% | |
| Outlook Wealth Advisors, Llc | 0.30% | 49,700 | $1,406,654 | $1,414,015 | +$7,361 | +0.52% | |
| Old Mission Capital Llc | 0.04% | 48,527 | $1,377,196 | $1,380,642 | +$3,446 | +0.25% | |
| Kestra Advisory Services, Llc | 0.00% | 38,763 | $1,100,094 | $1,102,846 | +$2,752 | +0.25% | |
| Berkshire Money Management, Inc. | 0.10% | 37,421 | $1,062,008 | $1,064,665 | +$2,657 | +0.25% | |
| First Commonwealth Financial Corp | 0.14% | 35,950 | $1,020,261 | $1,022,813 | +$2,552 | +0.25% | |
| Merit Financial Group, Llc | 0.01% | 32,484 | $921,896 | $924,202 | +$2,306 | +0.25% | |
| Sigma Planning Corp | 0.02% | 30,298 | $859,857 | $862,008 | +$2,151 | +0.25% | |
| Independent Financial Group, Llc | 0.02% | 29,391 | $834,117 | $836,203 | +$2,086 | +0.25% | |
| Raymond James Financial Inc | 0.00% | 27,174 | $771,198 | $773,127 | +$1,929 | +0.25% | |
| Toptier Wealth Management, Llc | 0.40% | 23,423 | $664,745 | $666,408 | +$1,663 | +0.25% | |
| Lpl Financial Llc | 0.00% | 22,652 | $642,864 | $644,472 | +$1,608 | +0.25% | |
| Jane Street Group, Llc | 0.00% | 22,353 | $634,378 | $635,965 | +$1,587 | +0.25% | |
| Weaver Consulting Group | 0.13% | 22,173 | $629,257 | $630,844 | +$1,587 | +0.25% | |
| Miller Financial Services Llc | 0.46% | 20,162 | $572,198 | $573,629 | +$1,431 | +0.25% | |
| Hrt Financial Lp | 0.00% | 18,632 | $528,000 | $530,099 | +$2,099 | +0.40% | |
| Newedge Advisors, Llc | 0.00% | 18,150 | $515,097 | $516,386 | +$1,289 | +0.25% | |
| Signaturefd, Llc | 0.01% | 17,998 | $510,783 | $512,061 | +$1,278 | +0.25% | |
| Goldman Sachs Group Inc | 0.00% | 17,043 | $483,680 | $484,890 | +$1,210 | +0.25% | |
| Annis Gardner Whiting Capital Advisors, Llc | 0.07% | 15,525 | $440,600 | $441,702 | +$1,102 | +0.25% | |
| Diligent Investors, Llc | 0.09% | 14,845 | $421,301 | $422,355 | +$1,054 | +0.25% | |
| Faithward Advisors, Llc | 0.05% | 14,309 | $406,089 | $407,105 | +$1,016 | +0.25% | |
| Brookstone Capital Management | 0.00% | 13,832 | $392,552 | $393,534 | +$982 | +0.25% | |
| Wealth Alliance, Llc | 0.03% | 13,816 | $392,092 | $393,079 | +$987 | +0.25% | |
| Beacon Financial Advisory Llc | 0.08% | 13,685 | $388,380 | $389,352 | +$972 | +0.25% | |
| Fsa Advisors, Inc. | 0.17% | 13,255 | $376,177 | $377,118 | +$941 | +0.25% | |
| Grantvest Financial Group Llc | 0.21% | 12,928 | $366,897 | $367,815 | +$918 | +0.25% | |
| Financial Solutions Advisory Group, Inc. | 0.04% | 12,187 | $346,172 | $346,732 | +$560 | +0.16% | |
| Private Advisor Group, Llc | 0.00% | 11,450 | $324,951 | $325,764 | +$813 | +0.25% | |
| Keating Financial Advisory Services, Inc. | 0.04% | 11,443 | $324,752 | $325,565 | +$813 | +0.25% | |
| Pfs Partners, Llc | 0.13% | 11,127 | $315,785 | $316,574 | +$789 | +0.25% | |
| Liberty Atlantic Advisors Llc | 0.22% | 10,604 | $300,942 | $301,694 | +$752 | +0.25% | |
| Belpointe Asset Management Llc | 0.01% | 9,775 | $277,415 | $278,109 | +$694 | +0.25% | |
| Fiduciary Financial Group, Llc | 0.03% | 9,530 | $270,461 | $271,138 | +$677 | +0.25% | |
| Beacon Pointe Advisors, Llc | 0.00% | 8,819 | $250,284 | $250,909 | +$625 | +0.25% | |
| Vantage Point Financial Llc | 0.07% | 8,255 | $234,277 | $234,863 | +$586 | +0.25% | |
| Wealthgarden F.S. Llc | 0.13% | 8,099 | $229,841 | $230,425 | +$584 | +0.25% | |
| Phoenix Financial Ltd. | 0.00% | 8,005 | $226,728 | $227,750 | +$1,022 | +0.45% | |
| Berger Financial Group, Inc | 0.01% | 7,863 | $223,152 | $223,710 | +$558 | +0.25% | |
| Koshinski Asset Management, Inc. | 0.01% | 7,661 | $217,419 | $217,963 | +$544 | +0.25% | |
| Strategic Blueprint, Llc | 0.01% | 7,465 | $211,857 | $212,387 | +$530 | +0.25% | |
| Citadel Advisors Llc | 0.00% | 7,451 | $211,459 | $211,988 | +$529 | +0.25% |
Frequently asked questions about KDEC
Who owns the most KDEC stock?
The largest holders of KDEC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INN US SML CAP P B ETF - DEC (KDEC).
Is KDEC widely held by superinvestors?
Many widely followed stocks like KDEC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KDEC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.