Filing Research | KVYO - KLAVIYO INC Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Barton Investment Management	Shares	1.3MSH	$19.0M
2	CONGRESS ASSET MANAGEMENT CO	Shares	636.2KSH	$9.6M
3	Morangie Management LLC	Shares	403.2KSH	$6.1M
4	Mayflower Financial Advisors, LLC	Shares	226.7KSH	$3.4M
5	Y-Intercept (Hong Kong) Ltd	Shares	167.3KSH	$2.5M
6	Prospera Financial Services Inc	Shares	77.7KSH	$1.2M
7	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	67.9KSH	$1.0M
8	Police & Firemen's Retirement System of New Jersey	Shares	61.5KSH	$929.1K
9	LAVELLE CAPITAL LP	Shares	51.1KSH	$771.6K
10	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	21.9KSH	$331.1K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.2KSH	$324.5K
12	Seelaus Asset Management LLC	Shares	19.3KSH	$291.5K
13	Ballentine Partners, LLC	Shares	11.6KSH	$175.1K
14	Merit Financial Group, LLC	Shares	10.7KSH	$161.5K
15	IFP Advisors, Inc	Shares	4.6KSH	$69.6K
16	SALEM INVESTMENT COUNSELORS INC	Shares	2.1KSH	$32.5K
17	EverSource Wealth Advisors, LLC	Shares	2.1KSH	$31.8K
18	SBI Securities Co., Ltd.	Shares	1.5KSH	$22.9K
19	Farther Finance Advisors, LLC	Shares	1.4KSH	$21.4K
20	GAMMA Investing LLC	Shares	600SH	$9.1K
21	FIRST HORIZON CORP	Shares	589SH	$8.9K
22	Activest Wealth Management	Shares	466SH	$7.0K
23	SIGNATUREFD, LLC	Shares	208SH	$3.1K
24	Bogart Wealth, LLC	Shares	158SH	$2.4K
25	Cape Investment Advisory, Inc.	Shares	133SH	$2.0K
26	ARMSTRONG ADVISORY GROUP, INC	Shares	120SH	$1.8K
27	CoreCap Advisors, LLC	Shares	59SH	$891
28	Handelsbanken Fonder AB	Shares	43.7KSH	$660
29	SJS Investment Consulting Inc.	Shares	36SH	$544
30	MassMutual Private Wealth & Trust, FSB	Shares	28SH	$423
31	Owl Creek Wealth Partners LLC	Shares	25SH	$378
32	True Wealth Design, LLC	Shares	10SH	$151

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

39 / 39 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO new	Shares	+636.2K	+$9.6M	$9.6M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+167.3K	+$2.5M	$2.5M
3	Police & Firemen's Retirement System of New Jersey new	Shares	+61.5K	+$929.1K	$929.1K
4	Prospera Financial Services Inc added	Shares	+38.3K	+$405.7K	$1.2M
5	Seelaus Asset Management LLC new	Shares	+19.3K	+$291.5K	$291.5K
6	GAMMA Investing LLC added	Shares	+500	+$7.1K	$9.1K
7	Activest Wealth Management added	Shares	+373	+$5.2K	$7.0K
8	Cape Investment Advisory, Inc. new	Shares	+133	+$2.0K	$2.0K
9	Bogart Wealth, LLC added	Shares	+97	+$1.2K	$2.4K
10	MassMutual Private Wealth & Trust, FSB new	Shares	+28	+$423	$423
11	Owl Creek Wealth Partners LLC new	Shares	+25	+$378	$378
12	Handelsbanken Fonder AB added	Shares	+16.8K	+$137	$660
13	SJS Investment Consulting Inc. added	Shares	+9	+$18	$544
14	Capital Advisors, Ltd. LLC exited	Shares	-42	-$1	$0
15	CoreCap Advisors, LLC unchanged	Shares	0	-$257	$891
16	Physician Wealth Advisors, Inc. exited	Shares	-15	-$292	$0
17	Morangie Management LLC exited	CALL	-7.5K	-$375	$0
18	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$524	$1.8K
19	SBI Securities Co., Ltd. added	Shares	+273	-$1.3K	$22.9K
20	True Wealth Design, LLC trimmed	Shares	-90	-$1.8K	$151
21	Marquette Asset Management, LLC exited	Shares	-242	-$4.7K	$0
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-250	-$4.9K	$0
23	FIRST HORIZON CORP trimmed	Shares	-122	-$4.9K	$8.9K
24	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$9.4K	$32.5K
25	IFP Advisors, Inc trimmed	Shares	-675	-$33.2K	$69.6K
26	SIGNATUREFD, LLC trimmed	Shares	-1.8K	-$36.3K	$3.1K
27	Ballentine Partners, LLC added	Shares	+479	-$41.2K	$175.1K
28	EverSource Wealth Advisors, LLC trimmed	Shares	-1.7K	-$42.2K	$31.8K
29	Merit Financial Group, LLC added	Shares	+189	-$43.0K	$161.5K
30	Farther Finance Advisors, LLC trimmed	Shares	-2.4K	-$52.7K	$21.4K
31	DARA CAPITAL US, INC. exited	Shares	-3.5K	-$67.4K	$0
32	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	-$95.6K	$331.1K
33	LAVELLE CAPITAL LP unchanged	Shares	0	-$222.8K	$771.6K
34	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-12.4K	-$242.3K	$0
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-10.9K	-$250.8K	$324.5K
36	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna unchanged	Shares	0	-$296.0K	$1.0M
37	Mayflower Financial Advisors, LLC trimmed	Shares	-29	-$989.0K	$3.4M
38	Barton Investment Management added	Shares	+206.6K	-$1.5M	$19.0M
39	Morangie Management LLC trimmed	Shares	-20.9K	-$2.2M	$6.1M