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Institute for Wealth Management’s Kratos Defense & Security Solutions KTOS Stock Holding History

Institute for Wealth Management’s Portfolio KTOS Stock Details KTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.2K Buy
+526
New +$31.8K ﹤0.01% 1049

Other funds holding KTOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $1.47B AUM 142.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Institute for Wealth Management's KTOS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Kratos Defense & Security Solutions (KTOS) in Q2 2026: 526 shares worth $26.2K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings.

341 funds tracked by Wall St. Rank hold KTOS as of Q2 2026.

  • Institute for Wealth Management held 526 shares of Kratos Defense & Security Solutions worth $26.2K as of Q2 2026.
  • Kratos Defense & Security Solutions was a new Institute for Wealth Management position in Q2 2026.
  • Kratos Defense & Security Solutions made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1049 holding.
  • 341 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.