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 16 institutions that hold shares in the stock, with a total of 969,464 shares, which have been reported (via 13F filing form) to have a value of $25.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
802,651
shares
|
$20.8 Million
1.76% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
48,826
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
46,888
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 328.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,667
shares
|
$899,261
0.0% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,467
shares
|
$453,093
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
13,268
shares
|
$344,171
0.0% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,391
shares
|
$62,022
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,169
shares
|
$30,323
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
765
shares
|
$19,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
476
shares
|
$12,347
0.0% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$7,782
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
243
shares
|
$6,303
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
217
shares
|
$5,628
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
134
shares
|
$3,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2
shares
|
$51
0.0% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|