Kingsway Financial Services (KFS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Capricorn Fund Managers Ltd

DECREASED

Shares1,389,527 from 1,410,526

Change-20,999 (-1%)

Value$13.2M (-$1.5M)

Filed 2026-11-03

Bank of New York Mellon Corp

INCREASED

Shares47,215 from 45,610

Change+1,605 (+4%)

Value$448.5K (-$26.7K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

UNCHANGED

Shares1,900 from 1,900

Change0 (0%)

Value$18.1K (-$1.7K)

Filed 2026-10-20

Citigroup Inc

DECREASED

Shares1,570 from 10,357

Change-8,787 (-85%)

Value$14.9K (-$93.0K)

Filed 2026-11-04

Simplex Trading, LLC

INCREASED

Shares712 from 206

Change+506 (+246%)

Value$6.8K (+$4.6K)

Filed 2026-11-04

Sterling Capital Management LLC

INCREASED

Shares710 from 76

Change+634 (+834%)

Value$6.7K (+$6.0K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares506 from 131

Change+375 (+286%)

Value$4.8K (+$3.4K)

Filed 2026-10-08

TD Waterhouse Canada Inc.

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.3K (-$277)

Filed 2026-10-16

TD Private Client Wealth LLC

NEW

Shares150

Change+150

Value$1.4K

Filed 2026-10-28

EverSource Wealth Advisors, LLC

DECREASED

Shares55 from 80

Change-25 (-31%)

Value$523 (-$311)

Filed 2026-11-04

James T. Borello RIA

NEW

Shares29

Change+29

Value$276

Filed 2026-10-16

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$171 (-$17)

Filed 2026-10-05

SJS Investment Consulting Inc.

NEW

Shares10

Change+10

Value$95

Filed 2026-10-26

Assetmark, Inc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$95 (-$9)

Filed 2026-10-21

Farther Finance Advisors, LLC

NEW

Shares4

Change+4

Value$38

Filed 2026-10-08

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$28 (-$3)

Filed 2026-10-29

Stilwell Value LLCA

N/A

Shares— from 3,363,450

Change-3,363,450 (-100%)

Value—

Greenhaven Road Investment Management, L.P.

N/A

Shares— from 1,696,149

Change-1,696,149 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,262,514

Change-1,262,514 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 856,359

Change-856,359 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 515,740

Change-515,740 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 358,511

Change-358,511 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 302,815

Change-302,815 (-100%)

Value—

State Street Corp

N/A

Shares— from 297,996

Change-297,996 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 279,274

Change-279,274 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 183,860

Change-183,860 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 170,484

Change-170,484 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 149,208

Change-149,208 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 148,164

Change-148,164 (-100%)

Value—

Annandale Capital, LLC

N/A

Shares— from 128,200

Change-128,200 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 114,832

Change-114,832 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 96,233

Change-96,233 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 82,832

Change-82,832 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 75,937

Change-75,937 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 72,517

Change-72,517 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 70,285

Change-70,285 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 68,000

Change-68,000 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 51,863

Change-51,863 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 32,100

Change-32,100 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 30,273

Change-30,273 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 25,070

Change-25,070 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 24,043

Change-24,043 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 23,168

Change-23,168 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 21,809

Change-21,809 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,760

Change-19,760 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 16,600

Change-16,600 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 16,160

Change-16,160 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 15,605

Change-15,605 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,962

Change-11,962 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 11,704

Change-11,704 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 11,701

Change-11,701 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 11,681

Change-11,681 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,176

Change-11,176 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 9,973

Change-9,973 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,328

Change-9,328 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,205

Change-9,205 (-100%)

Value—

UBS Group AG

N/A

Shares— from 8,667

Change-8,667 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 8,225

Change-8,225 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 7,542

Change-7,542 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 6,801

Change-6,801 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,440

Change-5,440 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,152

Change-4,152 (-100%)

Value—

Barclays PLC

N/A

Shares— from 3,170

Change-3,170 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,411

Change-2,411 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,920

Change-1,920 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,918

Change-1,918 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,851

Change-1,851 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 426

Change-426 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 358

Change-358 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 296

Change-296 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 281

Change-281 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 166

Change-166 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 114

Change-114 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 93

Change-93 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 63

Change-63 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 8

Change-8 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Capricorn Fund Managers Ltd	DECREASED	1,389,527	1,410,526	-20,999	-1%	$14.7M	$13.2M	-$1.5M	2026-11-03
Bank of New York Mellon Corp	INCREASED	47,215	45,610	+1,605	+4%	$475.3K	$448.5K	-$26.7K	2026-11-05
Nisa Investment Advisors, LLC	UNCHANGED	1,900	1,900	0	0%	$19.8K	$18.1K	-$1.7K	2026-10-20
Citigroup Inc	DECREASED	1,570	10,357	-8,787	-85%	$107.9K	$14.9K	-$93.0K	2026-11-04
Simplex Trading, LLC	INCREASED	712	206	+506	+246%	$2.1K	$6.8K	+$4.6K	2026-11-04
Sterling Capital Management LLC	INCREASED	710	76	+634	+834%	$792	$6.7K	+$6.0K	2026-10-22
Gamma Investing LLC	INCREASED	506	131	+375	+286%	$1.4K	$4.8K	+$3.4K	2026-10-08
TD Waterhouse Canada Inc.	UNCHANGED	250	250	0	0%	$2.6K	$2.3K	-$277	2026-10-16
TD Private Client Wealth LLC	NEW	150	—	+150	—	—	$1.4K	—	2026-10-28
EverSource Wealth Advisors, LLC	DECREASED	55	80	-25	-31%	$834	$523	-$311	2026-11-04
James T. Borello RIA	NEW	29	—	+29	—	—	$276	—	2026-10-16
MassMutual Private Wealth & Trust, FSB	UNCHANGED	18	18	0	0%	$188	$171	-$17	2026-10-05
SJS Investment Consulting Inc.	NEW	10	—	+10	—	—	$95	—	2026-10-26
Assetmark, Inc	UNCHANGED	10	10	0	0%	$104	$95	-$9	2026-10-21
Farther Finance Advisors, LLC	NEW	4	—	+4	—	—	$38	—	2026-10-08
Caitong International Asset Management Co., Ltd	UNCHANGED	3	3	0	0%	$31	$28	-$3	2026-10-29
Stilwell Value LLCA	N/A	—	3,363,450	-3,363,450	-100%	$35.0M	—	—	—
Greenhaven Road Investment Management, L.P.	N/A	—	1,696,149	-1,696,149	-100%	$17.7M	—	—	—
BlackRock, Inc.	N/A	—	1,262,514	-1,262,514	-100%	$13.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	856,359	-856,359	-100%	$8.9M	—	—	—
Geode Capital Management, LLC	N/A	—	515,740	-515,740	-100%	$5.4M	—	—	—
Belpointe Asset Management LLC	N/A	—	358,511	-358,511	-100%	$3.7M	—	—	—
Renaissance Technologies LLC	N/A	—	302,815	-302,815	-100%	$3.2M	—	—	—
State Street Corp	N/A	—	297,996	-297,996	-100%	$3.1M	—	—	—
Bard Associates Inc	N/A	—	279,274	-279,274	-100%	$2.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	183,860	-183,860	-100%	$1.9M	—	—	—
Northern Trust Corp	N/A	—	170,484	-170,484	-100%	$1.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	149,208	-149,208	-100%	$1.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	148,164	-148,164	-100%	$1.5M	—	—	—
Annandale Capital, LLC	N/A	—	128,200	-128,200	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	114,832	-114,832	-100%	$1.2M	—	—	—
Hurricane Capital Advisors LLC	N/A	—	96,233	-96,233	-100%	$1.0M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	82,832	-82,832	-100%	$863.1K	—	—	—
Squarepoint Ops LLC	N/A	—	75,937	-75,937	-100%	$791.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	72,517	-72,517	-100%	$755.6K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	70,285	-70,285	-100%	$732.4K	—	—	—
Stifel Financial Corp	N/A	—	68,000	-68,000	-100%	$708.6K	—	—	—
Nuveen, LLC	N/A	—	51,863	-51,863	-100%	$540.4K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	32,100	-32,100	-100%	$334.5K	—	—	—
Bank of America Corp	N/A	—	30,273	-30,273	-100%	$315.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	25,070	-25,070	-100%	$261.2K	—	—	—
Rhumbline Advisers	N/A	—	24,043	-24,043	-100%	$250.5K	—	—	—
Deutsche Bank Ag\	N/A	—	23,168	-23,168	-100%	$241.4K	—	—	—
Morgan Stanley	N/A	—	21,809	-21,809	-100%	$227.2K	—	—	—
Wells Fargo & Company	N/A	—	19,760	-19,760	-100%	$205.9K	—	—	—
LPL Financial LLC	N/A	—	16,600	-16,600	-100%	$173.0K	—	—	—
Alliancebernstein L.P.	N/A	—	16,160	-16,160	-100%	$168.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	15,605	-15,605	-100%	$163.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,962	-11,962	-100%	$124.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	11,704	-11,704	-100%	$122.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	11,701	-11,701	-100%	$121.9K	—	—	—
Invesco Ltd.	N/A	—	11,681	-11,681	-100%	$121.7K	—	—	—
XTX Topco Ltd	N/A	—	11,176	-11,176	-100%	$116.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	9,973	-9,973	-100%	$103.9K	—	—	—
FMR LLC	N/A	—	9,328	-9,328	-100%	$97.2K	—	—	—
JPMorgan Chase & Co	N/A	—	9,205	-9,205	-100%	$94.9K	—	—	—
UBS Group AG	N/A	—	8,667	-8,667	-100%	$90.3K	—	—	—
Russell Investments Group, Ltd.	N/A	—	8,225	-8,225	-100%	$85.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	7,542	-7,542	-100%	$78.6K	—	—	—
New York State Common Retirement Fund	N/A	—	6,801	-6,801	-100%	$70.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,440	-5,440	-100%	$56.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,152	-4,152	-100%	$43.3K	—	—	—
Barclays PLC	N/A	—	3,170	-3,170	-100%	$33.0K	—	—	—
Royal Bank of Canada	N/A	—	2,411	-2,411	-100%	$25.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,920	-1,920	-100%	$20.0K	—	—	—
Legal & General Group Plc	N/A	—	1,918	-1,918	-100%	$20.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,851	-1,851	-100%	$19.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	426	-426	-100%	$4.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	358	-358	-100%	$3.7K	—	—	—
California State Teachers Retirement System	N/A	—	296	-296	-100%	$3.1K	—	—	—
Huntington National Bank	N/A	—	281	-281	-100%	$2.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	166	-166	-100%	$1.7K	—	—	—
Arax Advisory Partners	N/A	—	114	-114	-100%	$1.2K	—	—	—
Zions Bancorporation, National Association	N/A	—	93	-93	-100%	$969	—	—	—
PNC Financial Services Group, Inc.	N/A	—	63	-63	-100%	$656	—	—	—
Allworth Financial LP	N/A	—	8	-8	-100%	$84	—	—	—
Clearstead Advisors, LLC	N/A	—	4	-4	-100%	$42	—	—	—

Showing 77 of 77 institutions