Institutional Ownership Kraneshares Kfa Val Line Dyna (KVLE)
This table provides information about the institutional ownership of Kraneshares Kfa Val Line Dyna (KVLE). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 816,057 shares, which have been reported (via 13F filing form) to have a value of $22.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
677,055
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
80,310
shares
|
$2.18 Million
0.62% of portfolio
|
Q3 2025
Added 28.08%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
20,470
shares
|
$555,760
0.26% of portfolio
|
Q3 2025
Added 56.5%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,948
shares
|
$351,538
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,384
shares
|
$309,075
0.0% of portfolio
|
Q3 2025
Reduced 26.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,356
shares
|
$226,865
0.0% of portfolio
|
Q3 2025
Reduced 39.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,391
shares
|
$64,915
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,502
shares
|
$40,779
0.0% of portfolio
|
Q2 2025
Added 75000.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
740
shares
|
$20,091
0.0% of portfolio
|
Q3 2025
Reduced 41.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
307
shares
|
$8,335
0.0% of portfolio
|
Q3 2025
Reduced 35.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
243
shares
|
$6,597
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
217
shares
|
$5,891
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
134
shares
|
$3,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|