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 18 institutions that hold shares in the stock, with a total of 784,056 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
663,242
shares
|
$17.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
62,701
shares
|
$1.67 Million
0.14% of portfolio
|
Q2 2025
Reduced 92.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,542
shares
|
$413,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,778
shares
|
$366,908
0.0% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
13,080
shares
|
$348,320
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,516
shares
|
$253,411
0.24% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,391
shares
|
$63,672
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,265
shares
|
$33,686
0.0% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,165
shares
|
$31,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
478
shares
|
$12,729
0.0% of portfolio
|
Q2 2025
Reduced 40.62%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
300
shares
|
$7,989
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
243
shares
|
$6,471
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
217
shares
|
$5,778
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
134
shares
|
$3,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2
shares
|
$53
0.0% of portfolio
|
Q2 2025
Reduced 99.87%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q1 2025
Reduced 99.79%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|