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 138 institutions that hold shares in the stock, with a total of 23.2 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,044,305
shares
|
$108 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
3,471,303
shares
|
$61.9 Million
1.44% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,093,842
shares
|
$19.5 Million
0.35% of portfolio
|
Q2 2022
Reduced 70.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
846,053
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Added 36.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
839,801
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
713,540
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
687,488
shares
|
$12.3 Million
4.81% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
664,067
shares
|
$11.8 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
616,956
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
615,740
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
533,110
shares
|
$9.51 Million
0.3% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
504,179
shares
|
$8.99 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
492,960
shares
|
$8.79 Million
0.0% of portfolio
|
Q3 2024
Added 166.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
404,326
shares
|
$7.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
398,292
shares
|
$7.11 Million
0.01% of portfolio
|
Q3 2024
Added 231.64%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
354,602
shares
|
$6.33 Million
2.1% of portfolio
|
Q4 2023
Added 3.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
280,658
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Added 30.66%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
278,789
shares
|
$4.97 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
262,395
shares
|
$4.68 Million
2.43% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
254,359
shares
|
$4.54 Million
1.01% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
239,176
shares
|
$4.27 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
186,499
shares
|
$3.33 Million
0.61% of portfolio
|
Q1 2023
Added 10.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
185,482
shares
|
$3.31 Million
0.17% of portfolio
|
Q2 2020
Reduced 48.63%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
151,489
shares
|
$2.7 Million
1.35% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
151,071
shares
|
$2.7 Million
1.54% of portfolio
|
Q3 2024
Added 4.53%
|