Position in KIO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,446,235
+$103,840 QoQ
Shares Held
217,250
+2.0% QoQ
Ownership
0.530%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 90 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. KIO ranks #237 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in KIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,446,235 | 217,250 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,342,395 | 212,945 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,374,249 | 118,572 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,806,222 | 143,351 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,419,380 | 113,008 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,241,314 | 101,002 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,154,279 | 86,269 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,195,441 | 80,992 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,411,524 | 103,031 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,559,943 | 115,210 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,446,982 | 115,114 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,499,293 | 125,359 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,454,419 | 125,273 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,446,933 | 131,779 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $852,636 | 77,442 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,144,594 | 100,052 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,063,930 | 91,403 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,271,153 | 88,091 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,462,418 | 145,533 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,135,935 | 130,399 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,340,320 | 140,307 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,261,801 | 142,971 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $726,839 | 50,370 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $715,967 | 52,917 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $616,320 | 50,026 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $888,574 | 83,356 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||