Filing Research | KNTK - KINETIK HOLDINGS INC Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Catalyst Capital Advisors LLC	Shares	370.6KSH	$17.9M
2	Gilman Hill Asset Management, LLC	Shares	249.0KSH	$12.0M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	100.4KSH	$4.9M
4	SL ADVISORS, LLC	Shares	35.0KSH	$1.7M
5	Fractal Investments LLC	Shares	27.5KSH	$1.3M
6	Louisiana State Employees Retirement System	Shares	22.9KSH	$1.1M
7	MFG WEALTH MANAGEMENT, INC.	Shares	22.8KSH	$1.1M
8	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	22.3KSH	$1.1M
9	Royal Fund Management, LLC	Shares	21.6KSH	$1.0M
10	PFG Investments, LLC	Shares	19.1KSH	$923.3K
11	SALEM INVESTMENT COUNSELORS INC	Shares	18.0KSH	$871.8K
12	Police & Firemen's Retirement System of New Jersey	Shares	15.2KSH	$737.0K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.2KSH	$637.9K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.4KSH	$599.0K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.3KSH	$498.2K
16	Apollon Wealth Management, LLC	Shares	9.4KSH	$456.6K
17	Merit Financial Group, LLC	Shares	5.7KSH	$276.7K
18	SALZHAUER MICHAEL	Shares	5.3KSH	$256.2K
19	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	4.8KSH	$231.0K
20	Bright Futures Wealth Management, LLC.	Shares	4.6KSH	$221.8K
21	Blue Trust, Inc.	Shares	4.3KSH	$207.9K
22	IFP Advisors, Inc	Shares	3.1KSH	$149.9K
23	GAMMA Investing LLC	Shares	2.9KSH	$139.3K
24	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	2.5KSH	$120.8K
25	Versant Capital Management, Inc	Shares	1.6KSH	$77.9K
26	SIGNATUREFD, LLC	Shares	1.4KSH	$68.3K
27	SBI Okasan Asset Management Co.Ltd.	Shares	1.3KSH	$64.2K
28	Farther Finance Advisors, LLC	Shares	756SH	$36.6K
29	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	675SH	$32.6K
30	SBI Securities Co., Ltd.	Shares	371SH	$17.9K
31	EverSource Wealth Advisors, LLC	Shares	346SH	$16.7K
32	SJS Investment Consulting Inc.	Shares	339SH	$16.4K
33	Atlantic Edge Private Wealth Management, LLC	Shares	275SH	$13.3K
34	HIGHLINE WEALTH PARTNERS LLC	Shares	264SH	$12.8K
35	EVOLUTION WEALTH MANAGEMENT INC.	Shares	80SH	$3.9K
36	True Wealth Design, LLC	Shares	68SH	$3.3K
37	JFS WEALTH ADVISORS, LLC	Shares	35SH	$1.7K
38	State of Alaska, Department of Revenue	Shares	31.4KSH	$1.5K
39	Fortitude Family Office, LLC	Shares	31SH	$1.5K
40	FIRST HORIZON CORP	Shares	28SH	$1.4K
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	23.8KSH	$1.2K
42	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$967
43	AMALGAMATED BANK	Shares	14.0KSH	$678
44	Creative Capital Management Investments LLC	Shares	11SH	$532
45	GILPIN WEALTH MANAGEMENT, LLC	Shares	9SH	$436
46	Cedar Mountain Advisors, LLC	Shares	9SH	$435
47	DiNuzzo Private Wealth, Inc.	Shares	5SH	$242
48	FINANCIAL CONSULATE, INC	Shares	5SH	$242
49	MassMutual Private Wealth & Trust, FSB	Shares	4SH	$193
50	LRI Investments, LLC	Shares	3SH	$145

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Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	Royal Fund Management, LLC new	Shares	+21.6K	+$1.0M	$1.0M
2	PFG Investments, LLC new	Shares	+19.1K	+$923.3K	$923.3K
3	SALEM INVESTMENT COUNSELORS INC added	Shares	+18.0K	+$870.1K	$871.8K
4	SALZHAUER MICHAEL new	Shares	+5.3K	+$256.2K	$256.2K
5	Catalyst Capital Advisors LLC added	Shares	+4.6K	+$194.5K	$17.9M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.7K	+$187.6K	$498.2K
7	Gilman Hill Asset Management, LLC added	Shares	+4.0K	+$178.4K	$12.0M
8	Louisiana State Employees Retirement System added	Shares	+2.7K	+$129.1K	$1.1M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+2.2K	+$107.0K	$737.0K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+1.1K	+$54.8K	$599.0K
11	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+1.1K	+$49.9K	$637.9K
12	IFP Advisors, Inc added	Shares	+684	+$32.9K	$149.9K
13	Merit Financial Group, LLC added	Shares	+595	+$28.4K	$276.7K
14	SJS Investment Consulting Inc. added	Shares	+337	+$16.3K	$16.4K
15	GAMMA Investing LLC added	Shares	+273	+$13.0K	$139.3K
16	Farther Finance Advisors, LLC added	Shares	+77	+$5.5K	$36.6K
17	SBI Securities Co., Ltd. added	Shares	+106	+$5.1K	$17.9K
18	EverSource Wealth Advisors, LLC added	Shares	+97	+$4.7K	$16.7K
19	True Wealth Design, LLC new	Shares	+68	+$3.3K	$3.3K
20	SIGNATUREFD, LLC added	Shares	+41	+$1.9K	$68.3K
21	Bright Futures Wealth Management, LLC. added	Shares	+32	+$1.2K	$221.8K
22	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$1.1K	$64.2K
23	JFS WEALTH ADVISORS, LLC added	Shares	+22	+$1.1K	$1.7K
24	Fortitude Family Office, LLC added	Shares	+20	+$966	$1.5K
25	Creative Capital Management Investments LLC new	Shares	+11	+$532	$532
26	HIGHLINE WEALTH PARTNERS LLC added	Shares	+4	+$188	$12.8K
27	LRI Investments, LLC new	Shares	+3	+$145	$145
28	Davis Capital Management new	Shares	+2	+$97	$97
29	Hughes Financial Services, LLC new	Shares	+1	+$48	$48
30	AMALGAMATED BANK added	Shares	+969	+$46	$678
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+937	+$44	$1.2K
32	GHP Investment Advisors, Inc. unchanged	Shares	0	$0	$49
33	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	$0	$436
34	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1	$435
35	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$1	$242
36	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$1	$967
37	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$1	$242
38	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$1	$193
39	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$6	$3.9K
40	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$19	$13.3K
41	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	-$175	$120.8K
42	Vermillion Wealth Management, Inc. exited	Shares	-4	-$194	$0
43	FIRST HORIZON CORP trimmed	Shares	-4	-$195	$1.4K
44	State of Alaska, Department of Revenue trimmed	Shares	-5.2K	-$256	$1.5K
45	Blue Trust, Inc. unchanged	Shares	0	-$301	$207.9K
46	Apollon Wealth Management, LLC unchanged	Shares	0	-$661	$456.6K
47	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	-$1.6K	$1.1M
48	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$1.6K	$32.6K
49	Fractal Investments LLC unchanged	Shares	0	-$1.9K	$1.3M
50	CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed	Shares	-100	-$5.2K	$231.0K

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