KOMP Institutional Ownership & Shareholders
SPDR S&P KENSHO NEW ECONOMIE (KOMP) is currently held by 153 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.44B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of KOMP tracked by InsiderSet, reporting ownership valued at approximately $2.02B 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 $1.76B, representing an estimated loss of -12.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed KOMP value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Betterment Llc, Midland Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in SPDR S&P KENSHO NEW ECONOMIE (KOMP).
This page ranks the largest institutional KOMP 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
153
Total Reported Value
$2.44B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$2.02B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 3.58% | 28,216,004 | $2,017,444,272 | $1,762,935,930 | -$254,508,342 | -12.62% | |
| Betterment Llc | 0.18% | 1,500,675 | $107,298,000 | $93,762,174 | -$13,535,826 | -12.62% | |
| Midland Wealth Advisors, Llc | 3.49% | 1,137,796 | $75,606,544 | $71,089,494 | -$4,517,050 | -5.97% | |
| Sava Penzisko Drushtvo A.D. Skopje | 9.43% | 458,174 | $35,329,797 | $28,626,712 | -$6,703,085 | -18.97% | |
| Morgan Stanley | 0.00% | 255,165 | $18,244,320 | $15,942,709 | -$2,301,611 | -12.62% | |
| Baird Financial Group, Inc. | 0.02% | 230,181 | $16,457,942 | $14,381,709 | -$2,076,233 | -12.62% | |
| Mariner, Llc | 0.01% | 149,679 | $10,702,051 | $9,351,944 | -$1,350,107 | -12.62% | |
| Royal Bank Of Canada | 0.00% | 143,100 | $10,232,000 | $8,940,888 | -$1,291,112 | -12.62% | |
| Raymond James Financial Inc | 0.00% | 123,309 | $8,816,626 | $7,704,346 | -$1,112,280 | -12.62% | |
| Bank Of America Corp | 0.00% | 99,132 | $7,087,968 | $6,193,767 | -$894,201 | -12.62% | |
| Aptus Capital Advisors, Llc | 0.05% | 98,434 | $7,038,031 | $6,150,156 | -$887,875 | -12.62% | |
| Financial Guidance Group, Inc. | 2.51% | 105,363 | $7,001,387 | $6,583,080 | -$418,307 | -5.97% | |
| Lpl Financial Llc | 0.00% | 81,730 | $5,843,708 | $5,106,490 | -$737,218 | -12.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 86,003 | $5,642,640 | $5,373,467 | -$269,173 | -4.77% | |
| Goldman Sachs Group Inc | 0.00% | 74,785 | $5,347,128 | $4,672,567 | -$674,561 | -12.62% | |
| Private Advisory Group Llc | 0.28% | 71,597 | $5,119,214 | $4,473,381 | -$645,833 | -12.62% | |
| Mgo One Seven Llc | 0.08% | 71,141 | $4,727,295 | $4,444,890 | -$282,405 | -5.97% | |
| Vise Technologies, Inc. | 0.04% | 68,918 | $4,579,601 | $4,305,997 | -$273,604 | -5.97% | |
| Commonwealth Equity Services, Llc | 0.01% | 63,281 | $4,204,995 | $3,953,797 | -$251,198 | -5.97% | |
| Financial Enhancement Group Llc | 0.44% | 58,183 | $3,863,351 | $3,635,274 | -$228,077 | -5.90% | |
| Cwm, Llc | 0.01% | 62,534 | $3,656,866 | $3,907,124 | +$250,258 | +6.84% | |
| Citadel Advisors Llc | 0.00% | 46,412 | $3,318,458 | $2,899,822 | -$418,636 | -12.62% | |
| Kintra Wealth, Llc | 0.17% | 45,443 | $3,220,967 | $2,839,279 | -$381,688 | -11.85% | |
| Wells Fargo & Company/Mn | 0.00% | 44,094 | $3,152,695 | $2,754,993 | -$397,702 | -12.61% | |
| Wealthcare Advisory Partners Llc | 0.05% | 46,053 | $3,060,201 | $2,877,391 | -$182,810 | -5.97% | |
| Ameriprise Financial Inc | 0.00% | 36,177 | $2,586,656 | $2,260,339 | -$326,317 | -12.62% | |
| Geneos Wealth Management Inc. | 0.05% | 32,956 | $2,356,354 | $2,059,091 | -$297,263 | -12.62% | |
| Penobscot Wealth Management | 0.58% | 33,650 | $2,236,026 | $2,102,452 | -$133,574 | -5.97% | |
| Austin Wealth Management, Llc | 0.47% | 33,787 | $2,224,749 | $2,111,012 | -$113,737 | -5.11% | |
| Cetera Investment Advisers | 0.00% | 29,794 | $2,130,239 | $1,861,529 | -$268,710 | -12.61% | |
| Lunt Capital Management, Inc. | 0.75% | 29,791 | $1,979,612 | $1,861,342 | -$118,270 | -5.97% | |
| Wealthcare Investment Partners, Llc | 0.45% | 26,168 | $1,870,996 | $1,634,977 | -$236,019 | -12.61% | |
| Ubs Group Ag | 0.00% | 24,886 | $1,779,350 | $1,554,877 | -$224,473 | -12.62% | |
| Strategic Advocates Llc | 6.83% | 26,668 | $1,772,089 | $1,666,217 | -$105,872 | -5.97% | |
| Rfg Advisory, Llc | 0.02% | 26,340 | $1,750,266 | $1,645,723 | -$104,543 | -5.97% | |
| Towerpoint Wealth, Llc | 0.60% | 25,697 | $1,707,566 | $1,605,549 | -$102,017 | -5.97% | |
| Orion Porfolio Solutions, Llc | 0.01% | 23,650 | $1,690,975 | $1,477,652 | -$213,323 | -12.62% | |
| Savvy Advisors, Inc. | 0.03% | 22,393 | $1,601,104 | $1,399,115 | -$201,989 | -12.62% | |
| Advantage Trust Co | 0.56% | 23,955 | $1,591,810 | $1,496,708 | -$95,102 | -5.97% | |
| Cerity Partners Llc | 0.00% | 21,931 | $1,568,601 | $1,370,249 | -$198,352 | -12.65% | |
| Focus Partners Wealth | 0.00% | 21,105 | $1,508,974 | $1,318,640 | -$190,334 | -12.61% | |
| Comprehensive Money Management Services Llc | 0.90% | 20,049 | $1,433,504 | $1,252,662 | -$180,842 | -12.62% | |
| Oppenheimer & Co Inc | 0.01% | 20,116 | $1,336,708 | $1,256,848 | -$79,860 | -5.97% | |
| Stifel Financial Corp | 0.00% | 18,094 | $1,293,741 | $1,130,513 | -$163,228 | -12.62% | |
| One Capital Management, Llc | 0.03% | 20,725 | $1,211,950 | $1,294,898 | +$82,948 | +6.84% | |
| Hughes Financial Services, Llc | 0.14% | 17,524 | $1,131,875 | $1,094,900 | -$36,975 | -3.27% | |
| Hrt Financial Lp | 0.00% | 14,585 | $1,042,000 | $911,271 | -$130,729 | -12.55% | |
| Osaic Holdings, Inc. | 0.00% | 14,519 | $1,038,481 | $907,147 | -$131,334 | -12.65% | |
| Fmr Llc | 0.00% | 13,572 | $970,410 | $847,979 | -$122,431 | -12.62% | |
| Van Hulzen Asset Management, Llc | 0.07% | 13,557 | $969,329 | $847,041 | -$122,288 | -12.62% |
Frequently asked questions about KOMP
Who are the largest institutional holders of KOMP?
The largest institutional holders of KOMP reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Betterment Llc, Midland Wealth Advisors, Llc, Sava Penzisko Drushtvo A.D. Skopje, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported KOMP position.
What is KOMP institutional ownership?
This page tracks KOMP positions reported by institutional investment managers through SEC Form 13F. SPDR S&P KENSHO NEW ECONOMIE (KOMP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KOMP?
InsiderSet currently tracks 153 institutional managers reporting KOMP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KOMP shareholders.
How much KOMP stock do institutions own?
Institutional investment managers disclosed approximately $2.44B in KOMP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KOMP institutional ownership last updated?
The latest KOMP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KOMP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KOMP position after the reporting date.
Are institutions buying or selling KOMP?
Institutional buying and selling can be analyzed by comparing KOMP positions across consecutive 13F reporting periods. InsiderSet's KOMP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KOMP ownership changes.
How has KOMP institutional ownership changed over time?
InsiderSet tracks KOMP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.