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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
14,265
shares
|
$276,883
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13,736
shares
|
$266,615
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
13,439
shares
|
$260,850
0.1% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
12,637
shares
|
$245,284
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,295
shares
|
$238,645
0.03% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,278
shares
|
$238,315
0.0% of portfolio
|
Q3 2023
Reduced 56.14%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,528
shares
|
$223,758
0.05% of portfolio
|
Q1 2024
Reduced 13.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
10,888
shares
|
$211,336
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
10,112
shares
|
$196,273
0.0% of portfolio
|
Q2 2025
Reduced 28.53%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
8,263
shares
|
$160,384
0.05% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
7,070
shares
|
$137,228
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,500
shares
|
$126,165
0.05% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,549
shares
|
$68,886
0.0% of portfolio
|
Q3 2025
Reduced 49.54%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,490
shares
|
$67,740
0.0% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,245
shares
|
$62,985
0.01% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
2,450
shares
|
$47,554
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
2,400
shares
|
$46,584
0.03% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,211
shares
|
$42,915
0.0% of portfolio
|
Q1 2024
Reduced 23.86%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,030
shares
|
$39,402
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,944
shares
|
$37,733
0.03% of portfolio
|
Q2 2022
Reduced 21.74%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,624
shares
|
$31,521
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,549
shares
|
$30,066
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,293
shares
|
$25,097
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,130
shares
|
$21,933
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,033
shares
|
$20,050
0.02% of portfolio
|
Q2 2025
Reduced 12.09%
|