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 14 institutions that hold shares in the stock, with a total of 960,191 shares, which have been reported (via 13F filing form) to have a value of $26.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
853,479
shares
|
$23.7 Million
1.87% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
51,866
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
35,995
shares
|
$999,941
0.0% of portfolio
|
Q3 2024
Added 36.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,514
shares
|
$319,858
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,942
shares
|
$303,968
0.0% of portfolio
|
Q3 2024
Reduced 56.54%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,391
shares
|
$66,421
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,163
shares
|
$32,308
0.0% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,072
shares
|
$29,780
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
494
shares
|
$13,723
0.0% of portfolio
|
Q3 2024
Reduced 78.03%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
300
shares
|
$8,334
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
243
shares
|
$6,750
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
217
shares
|
$6,028
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
134
shares
|
$3,722
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|