NORTH SHORE EQUITY ROTATION (KOOL) Institutional Ownership Changes & 13F Activity
NORTH SHORE EQUITY ROTATION (KOOL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Gts Securities Llc, Split Rock Private Trading & Wealth Management, Llc, and Allworth Financial Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Split Rock Private Trading & Wealth Management, Llc | Buy | +11,506 | +0.3% | 3,842,590 | $55.87M | Q3 2026 | Oct 15, 2026 |
| Gts Securities Llc | Sell | -16,058 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Allworth Financial Lp | Sell | -377 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 11, 2026 |
Frequently asked questions about KOOL activity
Which institutional owners are buying KOOL?
Institutional owners buying KOOL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KOOL activity?
"Buy" means an investor increased their reported position in KOOL compared to the prior reporting period. This reflects growing exposure to NORTH SHORE EQUITY ROTATION (KOOL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KOOL increasing?
Institutional interest in KOOL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.