Institutional Ownership Kraneshares Tr Quadratic Int R (IVOL)
This table provides information about the institutional ownership of Kraneshares Tr Quadratic Int R (IVOL). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,681,815
shares
|
$111 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
3,260,649
shares
|
$63.8 Million
1.48% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,093,842
shares
|
$21.4 Million
0.35% of portfolio
|
Q2 2022
Reduced 70.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
839,801
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
794,387
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
759,558
shares
|
$14.9 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
674,185
shares
|
$13.2 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
536,783
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 34.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
533,110
shares
|
$10.4 Million
0.3% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
504,723
shares
|
$9.88 Million
1.84% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
504,723
shares
|
$9.88 Million
2.06% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
411,551
shares
|
$8.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
354,602
shares
|
$6.94 Million
2.1% of portfolio
|
Q4 2023
Added 3.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
273,140
shares
|
$5.35 Million
0.42% of portfolio
|
Q1 2025
Added 193.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
261,324
shares
|
$5.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
186,499
shares
|
$3.65 Million
0.61% of portfolio
|
Q1 2023
Added 10.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
185,482
shares
|
$3.63 Million
0.17% of portfolio
|
Q2 2020
Reduced 48.63%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
173,130
shares
|
$3.39 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
170,967
shares
|
$3.35 Million
0.41% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
169,990
shares
|
$3.33 Million
0.65% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
169,755
shares
|
$3.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
161,746
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.62%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
144,194
shares
|
$2.82 Million
0.59% of portfolio
|
Q4 2022
Added 6.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
138,448
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
131,019
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 76.27%
|