SEC 13F Intelligence

Sheaff Brock Investment Advisors, LLC / KLAC

Sheaff Brock Investment Advisors, LLC’s Kla Corp Position

Does Sheaff Brock Investment Advisors, LLC own Kla Corp (KLAC)? Yes — 16.3K shares worth $11M (+1.02% of its 13F portfolio) as of Q1 2025, down from 16.4K shares the prior filed quarter.

Position Value
$11M
Q1 2025
Shares
16.3K
% of Portfolio
+1.02%
Quarters Held
26
currently held

Position History KLAC

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $6MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $6MQ3 ’20: $5MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $11MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ3 ’24: $13MQ4 ’24: $10MQ4 ’24Q1 ’25: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202516.3K$11M+1.02%
Q4 202416.4K$10M+0.90%
Q3 202416.4K$13M+1.11%
Q2 202416.6K$14M+1.27%
Q1 202418.4K$13M+0.81%
Q4 202320.8K$12M+0.94%
Q3 202322.2K$10M+0.92%
Q2 202323.0K$11M+0.94%
Q1 202323.4K$9M+0.86%
Q4 202223.7K$9M+0.88%
Q3 202223.6K$7M+0.77%
Q2 202224.0K$8M+0.64%
Q1 202224.1K$9M+0.61%
Q4 202125.4K$11M+0.74%
Q3 202125.0K$8M+0.62%
Q2 202125.4K$8M+0.60%
Q1 202124.8K$8M+0.65%
Q4 202026.6K$7M+0.58%
Q3 202027.1K$5M+0.48%
Q2 202028.4K$6M+0.55%
Q1 202045.7K$7M+0.87%
Q4 201948.5K$9M+0.84%
Q3 201950.1K$8M+0.86%
Q2 201954.5K$6M+0.69%
Q1 201960.6K$7M+0.88%
Q4 201861.5K$6M+0.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sheaff Brock Investment Advisors, LLC’s full portfolio or all institutional holders of KLAC.