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 106 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,624
shares
|
$31,944
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,549
shares
|
$30,468
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,384
shares
|
$27,223
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,281
shares
|
$25,197
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,175
shares
|
$23,112
0.02% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,130
shares
|
$22,227
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
642
shares
|
$12,628
0.0% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
540
shares
|
$10,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
500
shares
|
$9,835
0.0% of portfolio
|
Q4 2024
Reduced 45.65%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
422
shares
|
$8,300
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
356
shares
|
$7,002
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
343
shares
|
$6,746
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
333
shares
|
$6,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
315
shares
|
$6,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
232
shares
|
$4,563
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
200
shares
|
$3,934
0.0% of portfolio
|
Q4 2024
Reduced 99.12%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
143
shares
|
$2,812
0.08% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
123
shares
|
$2,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
96
shares
|
$1,888
0.0% of portfolio
|
Q2 2022
Reduced 49.47%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
94
shares
|
$1,848
0.0% of portfolio
|
Q1 2025
Reduced 51.55%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
80
shares
|
$1,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
53
shares
|
$1,042
0.0% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
52
shares
|
$1,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
17
shares
|
$334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$196
0.0% of portfolio
|
Q3 2023
Reduced 99.98%
|