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 15 institutions that hold shares in the stock, with a total of 863,793 shares, which have been reported (via 13F filing form) to have a value of $20.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
800,838
shares
|
$19.4 Million
1.74% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,571
shares
|
$619,841
0.03% of portfolio
|
Q1 2025
Reduced 45.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,106
shares
|
$511,609
0.0% of portfolio
|
Q1 2025
Reduced 39.12%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,516
shares
|
$230,667
0.24% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,391
shares
|
$57,957
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,501
shares
|
$36,384
0.0% of portfolio
|
Q1 2025
Added 74950.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,169
shares
|
$28,336
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
805
shares
|
$19,513
0.0% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
300
shares
|
$7,271
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
243
shares
|
$5,890
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
217
shares
|
$5,260
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
134
shares
|
$3,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2025
Reduced 99.79%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|