NORTH SHORE EQUITY ROTATION (KOOL) Institutional Ownership and Insiders Activity

NORTH SHORE EQUITY ROTATION (KOOL) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $56.11M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Split Rock Private Trading & Wealth Management, Llc is the largest disclosed holder, reporting approximately $55.87M in KOOL holdings in its latest filing.

Institutional ownership remains highly concentrated, with Split Rock Private Trading & Wealth Management, Llc representing the majority of disclosed value.