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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
14,354
shares
|
$256,075
0.04% of portfolio
|
Q2 2023
Reduced 4.3%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
14,265
shares
|
$254,487
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
13,785
shares
|
$245,924
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
13,712
shares
|
$244,622
0.0% of portfolio
|
Q3 2024
Added 846.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,027
shares
|
$232,401
0.0% of portfolio
|
Q3 2024
Reduced 90.52%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
12,734
shares
|
$227,174
0.02% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
12,451
shares
|
$222,125
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
12,304
shares
|
$219,503
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,278
shares
|
$219,039
0.0% of portfolio
|
Q3 2023
Reduced 56.14%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,890
shares
|
$212,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,528
shares
|
$205,659
0.05% of portfolio
|
Q1 2024
Reduced 13.19%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
11,415
shares
|
$203,643
0.01% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
11,232
shares
|
$200,378
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,020
shares
|
$196,596
0.0% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,363
shares
|
$184,875
0.02% of portfolio
|
Q1 2024
Reduced 8.27%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
10,315
shares
|
$184,019
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,037
shares
|
$179,060
0.0% of portfolio
|
Q3 2024
Added 2202.06%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
8,567
shares
|
$152,835
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
7,509
shares
|
$133,960
0.01% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
6,700
shares
|
$119,528
0.05% of portfolio
|
Q4 2024
Reduced 20.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,870
shares
|
$86,880
0.0% of portfolio
|
Q3 2024
Added 133.57%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,324
shares
|
$77,140
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,570
shares
|
$63,688
0.01% of portfolio
|
Q1 2024
Added 88.89%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
2,757
shares
|
$49,184
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,450
shares
|
$43,708
0.0% of portfolio
|
Q4 2021
New holding
|