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 125 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $380 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
500
shares
|
$9,785
0.0% of portfolio
|
Q4 2024
Reduced 45.65%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
476
shares
|
$9,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
418
shares
|
$8,180
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
353
shares
|
$6,908
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
343
shares
|
$6,712
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
322
shares
|
$6,301
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
237
shares
|
$4,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
232
shares
|
$4,540
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$3,914
0.0% of portfolio
|
Q4 2024
Reduced 99.12%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
194
shares
|
$3,796
0.0% of portfolio
|
Q4 2024
Reduced 89.02%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
150
shares
|
$2,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
143
shares
|
$2,798
0.08% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
100
shares
|
$1,957
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
96
shares
|
$1,878
0.0% of portfolio
|
Q2 2022
Reduced 49.47%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
59
shares
|
$1,154
0.0% of portfolio
|
Q4 2023
Added 18.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
53
shares
|
$1,037
0.0% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
16
shares
|
$313
0.0% of portfolio
|
Q1 2023
Reduced 86.21%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$195
0.0% of portfolio
|
Q3 2023
Reduced 99.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
10
shares
|
$195
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|