KINDLY MD INC
COM · CUSIP 49457M106
62
institutional holders
-2 vs Q4 2025
127.8m
shares reported held*
$28.2mreported value*
13 new
14 added
14 reduced
18 sold out
net sold ≈ $1.1m (-5.0m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $0.22. Options: 7 managers hold calls ($421.7k notional), 5 hold puts ($59.7k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 4 |
| Q3 2024 | 4 |
| Q4 2024 | 8 |
| Q1 2025 | 11 |
| Q2 2025 | 13 |
| Q3 2025 | 54 |
| Q4 2025 | 64 |
| Q1 2026 | 62 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 3 | 2 |
| Q4 2024 | 5 | 0 |
| Q1 2025 | 7 | 3 |
| Q2 2025 | 11 | 8 |
| Q3 2025 | 53 | 3 |
| Q4 2025 | 43 | 31 |
| Q1 2026 | 27 | 32 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $4.6m | $4.1m | 0.90 |
| Q4 2025 | $946.6k | $1.1m | 1.17 |
| Q1 2026 | $421.7k | $59.7k | 0.14 |
Biggest buyers
| UBS Group AG | Added | +8.5m |
| Vontobel Holding Ltd. | Added | +2.0m |
| Saba Capital Management, L.P. | Added | +812.0k |
| MORGAN STANLEY | Added | +601.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +418.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +310.6k |
| MERCER GLOBAL ADVISORS INC /ADV | New | +200.0k |
| STATE STREET CORP | Added | +170.0k |
| Schonfeld Strategic Advisors LLC | New | +137.2k |
| IMC-Chicago, LLC | New | +121.8k |
Biggest sellers
| Hunting Hill Global Capital, LLC | Reduced | -5.1m |
| Brevan Howard Capital Management LP | Reduced | -4.3m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.1m |
| JANE STREET GROUP, LLC | Reduced | -1.7m |
| Luxor Capital Group, LP | Sold out | -1.2m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.1m |
| GROUP ONE TRADING LLC | Sold out | -1.0m |
| RK Capital Management, LLC/FL | Reduced | -790.3k |
| Virtu Financial LLC | Reduced | -345.1k |
| SIMPLEX TRADING, LLC | Sold out | -247.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $151.3k687.9k shares |
| CITADEL ADVISORS LLC | Reduced | $92.5k418.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $67.3k304.7k shares |
| JANE STREET GROUP, LLC | Reduced | $65.8k297.8k shares |
| GROUP ONE TRADING LLC | Reduced | $26.9k121.9k shares |
| IMC-Chicago, LLC | New | $16.4k74.1k shares |
| Apollon Wealth Management, LLC | New | $1.4k20.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $27.6k125.1k shares |
| IMC-Chicago, LLC | New | $21.1k95.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.9k26.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.8k21.7k shares |
| GROUP ONE TRADING LLC | Reduced | $2211.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Bailey David F
13D · may seek influence
new · filed 2026-02-27
Stated purposeThe Reporting Person acquired all of the securities for investment purposes only and is holding them as a long-term investment. The Reporting Person intends to continuously review his investment in the Issuer and may in the future determine to acquire additional securities of the Issuer or dispose of the securities of the Issuer owned by him or take any other available course of action, including surrendering or selling shares back to the Issuer for tax withholding obligations. Notwithstanding anything contained herein, the Reporting Person specifically reserves the right to change his intention with respect to any or all of such matters. The Reporting Person is the Chairman and Chief Executive Officer of the Issuer and acquired the RSUs in that capacity, pursuant to the BTC Consulting Ag… Full filing |
17.3% |
| Bailey Calli Sullivan 13G · passive investor new · filed 2026-02-26 | 16.0% |
Fell to 5% or below in the last year: Alyeska Investment Group, L.P. (3.7%, 2026-05-15)
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 25.6m $5.7m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 16.9m $3.7m | Added +8.5m |
| Yorkville Advisors Global, LP 1.40% of their portfolio | 9.3m $2.1m | Unchanged |
| Hunting Hill Global Capital, LLC 2.17% of their portfolio | 8.2m $1.8m | Reduced -5.1m |
| BlackRock, Inc. 0.00% of their portfolio | 7.7m $1.7m | Added +21.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 6.8m $1.5m | Added +84.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.1m $1.1m | Added +310.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.9m $1.1m | First filing |
| Saba Capital Management, L.P. 0.03% of their portfolio | 4.8m $1.1m | Added +812.0k |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 4.5m $988.1k | Unchanged |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 4.5m $986.0k | Unchanged |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 4.2m $923.8k | Reduced -4.3m |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 4.2m $920.1k | Reduced -1.7m |
| Arrington Capital Management, LLC 0.73% of their portfolio | 2.9m $646.9k | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.5m $549.8k | Added +418.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 2.2m $490.4k | First filing |
| Vontobel Holding Ltd. 0.00% of their portfolio | 2.0m $451.8k | Added +2.0m |
| RK Capital Management, LLC/FL 1.01% of their portfolio | 2.0m $437.3k | Reduced -790.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $410.7k | Added +170.0k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 899.0k $198.6k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 879.2k $194.2k | Reduced -22.2k |
| MORGAN STANLEY 0.00% of their portfolio | 619.7k $136.9k | Added +601.2k |
| Kamunting Street Capital Management, L.P. 0.07% of their portfolio | 615.2k $136.0k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 604.9k $133.6k | Added +3.7k |
| WADDELL & ASSOCIATES, LLC 0.01% of their portfolio | 572.4k $126.4k | Unchanged |
| Verition Fund Management LLC 0.00% of their portfolio | 560.0k $123.7k | Reduced -240.7k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 500.0k $110.5k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 306.5k $67.7k | Reduced -1.1m |
| J. Derek Lewis & Associates Inc. 0.01% of their portfolio | 229.0k $50.6k | Reduced -246.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 200.0k $44.2k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 154.0k $34.0k | First filing |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 137.2k $30.3k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 123.4k $27.3k | Added +48.3k |
| IMC-Chicago, LLC 0.00% of their portfolio | 121.8k $26.9k | New |
| Cresset Asset Management, LLC 0.00% of their portfolio | 98.3k $21.7k | New |
| Virtu Financial LLC 0.00% of their portfolio | 85.5k $19.0k | Reduced -345.1k |
| XTX Topco Ltd 0.00% of their portfolio | 84.4k $18.6k | Added +68.8k |
| SAGESPRING WEALTH PARTNERS, LLC 0.00% of their portfolio | 78.9k $17.4k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 76.7k $16.9k | New |
| GTS SECURITIES LLC 0.00% of their portfolio | 60.9k $13.5k | Added +297 |
| Kingsview Wealth Management, LLC 0.00% of their portfolio | 56.7k $12.5k | New |
| Almanack Investment Partners, LLC. 0.00% of their portfolio | 51.2k $11.3k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 50.8k $11.2k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 47.5k $10.5k | Added +3.0k |
| TSFG, LLC 0.00% of their portfolio | 45.0k $10.0k | Unchanged |
| Navigate Wealth Management, LLC 0.01% of their portfolio | 44.2k $10.2k | First filing |
| Bank of New York Mellon Corp 0.00% of their portfolio | 42.6k $9.4k | Unchanged |
| CERTUITY, LLC 0.00% of their portfolio | 40.0k $8.8k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 37.3k $8.2k | New |
| Boyer Financial Services, Inc. 0.01% of their portfolio | 31.9k $7.0k | Unchanged |
| Waverly Advisors, LLC 0.00% of their portfolio | 27.5k $6.1k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 20.1k $4.0k | Reduced -152.8k |
| Apollon Wealth Management, LLC 0.00% of their portfolio | 17.0k $3.8k | Reduced -10.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 14.5k $3.2k | Reduced -2.1m |
| Accuvest Global Advisors 0.00% of their portfolio | 12.7k $3.0k | Unchanged |
| Osbon Capital Management LLC 0.00% of their portfolio | 10.5k $2.3k | New |
| Pure Financial Advisors, LLC 0.00% of their portfolio | 10.0k $2.2k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 9.0k $2.0k | Reduced -8.1k |
| Cygnus Capital Advisors, LLC 0.00% of their portfolio | 4.9k $1.0k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.2k $464 | Reduced -17.6k |
| MAI Capital Management 0.00% of their portfolio | 1.0k $221 | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2 $0 | New |