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 966,226 shares, which have been reported (via 13F filing form) to have a value of $25 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
839,985
shares
|
$21.7 Million
1.76% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
54,893
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,376
shares
|
$682,347
0.0% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,180
shares
|
$651,406
0.0% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
11,929
shares
|
$308,603
0.0% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
2,391
shares
|
$61,855
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
2,249
shares
|
$58,181
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,163
shares
|
$30,086
0.0% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,101
shares
|
$28,482
0.0% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
300
shares
|
$7,761
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
243
shares
|
$6,286
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
217
shares
|
$5,613
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
199
shares
|
$5,148
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|