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 123 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,232
shares
|
$206,444
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
10,812
shares
|
$198,724
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
10,363
shares
|
$190,471
0.02% of portfolio
|
Q1 2024
Reduced 8.27%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
8,632
shares
|
$158,656
0.04% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
7,509
shares
|
$138,015
0.01% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
6,700
shares
|
$123,146
0.05% of portfolio
|
Q4 2024
Reduced 20.71%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,512
shares
|
$82,930
0.0% of portfolio
|
Q4 2024
Reduced 55.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,540
shares
|
$65,065
0.0% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,465
shares
|
$63,686
0.01% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
3,015
shares
|
$55,415
0.0% of portfolio
|
Q4 2024
Added 48.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,450
shares
|
$45,031
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
2,400
shares
|
$44,112
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
|
$40,638
0.0% of portfolio
|
Q1 2024
Reduced 23.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,944
shares
|
$35,730
0.03% of portfolio
|
Q2 2022
Reduced 21.74%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,624
shares
|
$29,849
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
1,580
shares
|
$29,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,549
shares
|
$28,470
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,270
shares
|
$23,342
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,130
shares
|
$20,769
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,062
shares
|
$19,519
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
1,033
shares
|
$18,986
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
976
shares
|
$17,938
0.0% of portfolio
|
Q4 2024
Added 513.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
905
shares
|
$16,633
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
698
shares
|
$12,829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
642
shares
|
$11,799
0.0% of portfolio
|
Q3 2022
Added 100.0%
|