KORNITZER CAPITAL MANAGEMENT INC /KS Historic Quarter Change: USA ETF, Added

KORNITZER CAPITAL MANAGEMENT INC /KS historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, KORNITZER CAPITAL MANAGEMENT INC /KS opened 21 positions, added to 24, reduced 26 and sold out of 16.

Q2 2026: Stock XLP; Country of operation —; Class COM; Shares before 7,650.
Q1 2026: Stock XLP; Country of operation —; Class COM; Shares before 5,275.
Q1 2026: Stock VOO; Country of operation —; Class COM; Shares before 6,618.
Q1 2026: Stock SPY; Country of operation —; Class COM; Shares before 3,842.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 898358), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-31); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-29); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-02); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-04); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-29); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-29); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-01); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-29); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-30); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-29); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	XLP CONSUMER STAPLES SPDR FD	COM	7,650	10,000	+2,350	$627,147	$830,700	+$203,553	2026-07-31
Q1 2026	XLP CONSUMER STAPLES SPDR FD	COM	5,275	7,650	+2,375	$409,762	$627,147	+$217,385	2026-04-30
Q1 2026	VOO VANGUARD INDEX FUNDS S&P 500	COM	6,618	6,769	+151	$4,150,346	$4,044,816	-$105,530	2026-04-30
Q1 2026	SPY STATE STREET SPDR S&P 500 ETF	COM	3,842	3,904	+62	$2,619,937	$2,538,927	-$81,010	2026-04-30
Q1 2026	TLT I-SHARES BARCLAYS 20 YR TREAS	COM	17,328	17,979	+651	$1,510,308	$1,558,600	+$48,292	2026-04-30
Q1 2026	IEF ISHARES 7-10 YR TREASURY BOND	COM	13,140	13,713	+573	$1,263,542	$1,308,769	+$45,227	2026-04-30
Q4 2025	VOO VANGUARD INDEX FUNDS S&P 500	COM	6,348	6,618	+270	$3,887,388	$4,150,346	+$262,958	2026-02-02
Q3 2025	IVV ISHARES S&P 500 INDEX FUND	COM	3,084	3,239	+155	$1,914,856	$2,167,863	+$253,007	2025-10-31
Q3 2025	TLT I-SHARES BARCLAYS 20 YR TREAS	COM	16,308	17,328	+1,020	$1,439,181	$1,548,603	+$109,422	2025-10-31
Q3 2025	IEF ISHARES 7-10 YR TREASURY BOND	COM	12,745	13,140	+395	$1,220,589	$1,267,484	+$46,895	2025-10-31
Q2 2025	VOO MFC VANGUARD INDEX FUNDS S&P 5	COM	7,198	7,753	+555	$3,699,124	$4,403,937	+$704,813	2025-07-31
Q1 2025	VOO MFC VANGUARD INDEX FUNDS S&P 5	COM	5,251	7,198	+1,947	$2,829,291	$3,699,124	+$869,833	2025-05-02
Q1 2025	TLT I-SHARES BARCLAYS 20 YR TREAS	COM	14,674	16,308	+1,634	$1,281,480	$1,484,517	+$203,037	2025-05-02
Q1 2025	IEF ISHARES 7-10 YR TREASURY BOND	COM	12,114	12,745	+631	$1,119,939	$1,215,491	+$95,552	2025-05-02
Q4 2024	IVV ISHARES S&P 500 INDEX FUND	COM	2,944	3,169	+225	$1,698,158	$1,865,527	+$167,369	2025-01-31
Q4 2024	IWD ISHARES RUSSELL 1000 VALUE	COM	7,665	7,826	+161	$1,454,817	$1,448,827	-$5,990	2025-01-31
Q3 2024	TLT I-SHARES BARCLAYS 20 YR TREAS	COM	13,163	14,674	+1,511	$1,208,100	$1,439,519	+$231,419	2024-10-31
Q3 2024	IEF ISHARES 7-10 YR TREASURY BOND	COM	11,003	12,114	+1,111	$1,030,431	$1,188,626	+$158,195	2024-10-31
Q3 2024	VOE VANGUARD MID-CAP VALUE ETF	COM	1,556	1,662	+106	$234,069	$278,668	+$44,599	2024-10-31
Q2 2024	SPY SPDR S&P 500 ETF	COM	4,065	4,105	+40	$2,126,280	$2,234,023	+$107,743	2024-08-02
Q2 2024	IVV ISHARES S&P 500 INDEX FUND	COM	3,392	3,403	+11	$1,783,276	$1,862,224	+$78,948	2024-08-02
Q1 2024	IVV ISHARES S&P 500 INDEX FUND	COM	3,301	3,392	+91	$1,576,657	$1,783,276	+$206,619	2024-05-02
Q1 2024	VOE VANGUARD MID-CAP VALUE ETF	COM	1,387	1,556	+169	$201,129	$242,596	+$41,467	2024-05-02
Q1 2024	IEF ISHARES 7-10 YR TREASURY BOND	COM	10,576	11,003	+427	$1,019,421	$1,041,544	+$22,123	2024-05-02

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