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 102 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,093,842
shares
|
$21.2 Million
0.35% of portfolio
|
Q2 2022
Reduced 70.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
839,801
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
781,437
shares
|
$15.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
748,854
shares
|
$14.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
736,313
shares
|
$14.3 Million
2.23% of portfolio
|
Q3 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
689,405
shares
|
$13.4 Million
2.25% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
649,090
shares
|
$12.6 Million
9.1% of portfolio
|
Q3 2025
Added 1307.3%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
533,110
shares
|
$10.3 Million
0.3% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
473,171
shares
|
$9.18 Million
1.4% of portfolio
|
Q3 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
470,033
shares
|
$9.12 Million
1.69% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
470,033
shares
|
$9.12 Million
1.94% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
409,251
shares
|
$7.94 Million
0.0% of portfolio
|
Q2 2025
Added 141.08%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
355,688
shares
|
$6.9 Million
0.0% of portfolio
|
Q2 2025
Added 119.91%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
354,602
shares
|
$6.88 Million
2.1% of portfolio
|
Q4 2023
Added 3.4%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
300,673
shares
|
$5.84 Million
0.75% of portfolio
|
Q3 2025
Added 91.28%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
277,662
shares
|
$5.39 Million
0.42% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
243,738
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.78%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
186,499
shares
|
$3.62 Million
0.61% of portfolio
|
Q1 2023
Added 10.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
185,482
shares
|
$3.6 Million
0.17% of portfolio
|
Q2 2020
Reduced 48.63%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
183,062
shares
|
$3.55 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
182,857
shares
|
$3.55 Million
0.44% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
161,225
shares
|
$3.13 Million
0.57% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
144,194
shares
|
$2.8 Million
0.59% of portfolio
|
Q4 2022
Added 6.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
140,474
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
131,924
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.71%
|