Krane Shares Trust - IVOL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 5,775,877 | 108,124 | 0.01% | 0.01% | 1 | +559,650 | 10.73% | Q1 2026 | May 13, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 864,082 | 16,166 | 6.82% | 4.33% | 2 | +374,136 | 76.36% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 857,465 | 16,043 | 0.0% | 0.0% | 3 | +25,325 | 3.04% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 803,812 | 15,039 | 0.0% | 0.0% | 4 | +292,832 | 57.31% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Added to | 676,284 | 12,565 | 1.56% | 1.2% | 5 | +187,753 | 38.43% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 482,118 | 9,020 | 0.0% | 0.0% | 6 | -178,671 | -27.04% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 471,454 | 8,820 | 1.7% | 1.57% | 7 | +28,813 | 6.51% | Q1 2026 | May 11, 2026 |
| Adams Wealth Management | History | Added to | 443,506 | 8,297 | 1.82% | 1.71% | 8 | +23,998 | 5.72% | Q1 2026 | May 11, 2026 |
| Parkside Investments, LLC | History | Added to | 404,065 | 7,560 | 0.92% | 0.94% | 9 | +14,940 | 3.84% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 318,583 | 5,922 | 0.01% | 0.01% | 10 | -77,862 | -19.64% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 309,674 | 5,794 | 0.52% | 0.02% | 11 | +296,275 | 2211.17% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 247,126 | 4,623 | 0.27% | 0.28% | 12 | +6,321 | 2.62% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 242,096 | 4,529 | 0.07% | 0.07% | 13 | +40,065 | 19.83% | Q1 2026 | May 04, 2026 |
| Brookwood Investment Group LLC | History | New | 224,118 | 4,193 | 0.52% | — | 14 | +224,118 | New | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 197,932 | 3,703 | 0.0% | 0.0% | 15 | -10,914 | -5.23% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 192,472 | 3,601 | 0.38% | 0.36% | 16 | -11,305 | -5.55% | Q1 2026 | May 06, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 181,845 | 3,402 | 1.03% | 1.2% | 17 | -2,230 | -1.21% | Q1 2026 | Apr 21, 2026 |
| Opes Wealth Management LLC | History | Added to | 169,559 | 3,172 | 0.52% | 0.53% | 18 | +76 | 0.04% | Q1 2026 | Apr 28, 2026 |
| Professional Financial Management, Inc. | History | Added to | 168,644 | 3,155 | 3.28% | 3.4% | 19 | +12,124 | 7.75% | Q1 2026 | May 12, 2026 |
| Ballew Advisors, Inc | History | Added to | 147,432 | 2,733 | 1.54% | 1.52% | 20 | +4,753 | 3.33% | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 112,746 | 2,109 | 0.01% | 0.0% | 21 | +81,258 | 258.06% | Q1 2026 | Apr 30, 2026 |
| Avos Capital Management, LLC | History | Added to | 93,126 | 1,742 | 0.69% | 0.67% | 22 | +13,550 | 17.03% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 80,155 | 1,499 | 0.0% | 0.0% | 23 | +8,800 | 12.33% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 72,263 | 1,329 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 56,384 | 1,054 | 0.0% | 0.0% | 25 | -67,165 | -54.36% | Q1 2026 | May 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 44,105 | 825 | 0.1% | 0.1% | 26 | +56 | 0.13% | Q1 2026 | May 05, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 42,232 | 774 | 0.13% | 0.16% | 27 | -8,506 | -16.76% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 39,571 | 740 | 0.01% | 0.01% | 28 | +353 | 0.9% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 38,136 | 713 | 0.0% | 0.0% | 29 | -28,626 | -42.88% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 33,972 | 635 | 0.0% | 0.0% | 30 | -4,228 | -11.07% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 33,451 | 625 | 0.05% | — | 31 | +33,451 | New | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,276 | 603 | 0.0% | 0.0% | 32 | +8,881 | 37.96% | Q1 2026 | May 01, 2026 |
| Faithward Advisors, LLC | History | Added to | 31,639 | 591 | 0.08% | 0.09% | 33 | +136 | 0.43% | Q1 2026 | Apr 17, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 30,989 | 579 | 0.09% | 0.09% | 34 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,643 | 498 | 0.0% | 0.0% | 35 | -86,888 | -76.53% | Q1 2026 | May 15, 2026 |
| Prostatis Group LLC | History | Added to | 17,602 | 329 | 0.08% | 0.08% | 36 | +68 | 0.39% | Q1 2026 | May 12, 2026 |
| Magnus Financial Group LLC | History | Reduced | 16,692 | 312 | 0.03% | 0.02% | 37 | -11 | -0.07% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,775 | 295 | 0.0% | 0.0% | 38 | -150 | -0.94% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | New | 15,570 | 291 | 0.01% | — | 39 | +15,570 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,295 | 230 | 0.0% | 0.0% | 40 | -746 | -5.72% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,514 | 196 | 0.0% | 0.0% | 41 | -24,342 | -69.84% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | New | 10,236 | 191 | 0.0% | — | 42 | +10,236 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,020 | 187 | 0.0% | 0.0% | 43 | -3,967 | -28.36% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 9,081 | 173 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EPG Wealth Management LLC | History | Added to | 8,465 | 158 | 0.04% | 0.04% | 45 | +67 | 0.8% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 5,275 | 98 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | No change | 5,000 | 93 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 5,000 | 93 | 0.0% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 4,401 | 82 | 0.0% | 0.0% | 49 | +384 | 9.56% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,175 | 59 | 0.0% | 0.0% | 50 | -175 | -5.22% | Q1 2026 | May 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 3,130 | 58 | 0.01% | 0.01% | 51 | -5 | -0.16% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,954 | 55 | 0.0% | 0.0% | 52 | -185 | -5.89% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,450 | 45 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,049 | 39 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,990 | 36 | 0.0% | — | 55 | +1,990 | New | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,471 | 27 | 0.0% | — | 56 | +1,471 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 23,151 | 23 | 0.0% | 0.0% | 57 | +2,606 | 12.68% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 1,067 | 19 | 0.0% | 0.0% | 58 | +337 | 46.16% | Q1 2026 | May 11, 2026 |
| Copia Wealth Management | History | No change | 1,033 | 19 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 935 | 17 | 0.0% | 0.0% | 60 | -2,100 | -69.19% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 906 | 16 | 0.0% | 0.0% | 61 | -643 | -41.51% | Q1 2026 | Apr 28, 2026 |
| Investors Research Corp | History | No change | 642 | 12 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 630 | 11 | 0.0% | 0.0% | 63 | -500 | -44.25% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 254 | 4 | 0.0% | 0.0% | 65 | -1,063 | -80.71% | Q1 2026 | May 15, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 222 | 4 | 0.0% | 0.0% | 64 | -72 | -24.49% | Q1 2026 | Apr 22, 2026 |
| West Branch Capital LLC | History | No change | 230 | 4 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | New | 200 | 3 | 0.0% | — | 69 | +200 | New | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 198 | 3 | 0.0% | 0.0% | 68 | +8 | 4.21% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 142 | 2 | 0.0% | — | 72 | +142 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 116 | 2 | 0.0% | — | 71 | +66 | 132.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 123 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 80 | 1 | 0.0% | 0.0% | 74 | -356 | -81.65% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 105 | 1 | 0.0% | — | 76 | +105 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 89 | 1 | 0.0% | — | 73 | +87 | 4350.0% | Q1 2026 | May 07, 2026 |
| BALLAST ADVISORS LLC | History | New | 49 | 1 | 0.0% | — | 77 | +49 | New | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.49% | — | -567,991 | -100.0% | Q1 2026 | May 01, 2026 |
| DLD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -93,000 | -100.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80,001 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,533 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.08% | — | -25,240 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -24,619 | -100.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,606 | -100.0% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,032 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,849 | -100.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,888 | -100.0% | Q1 2026 | May 15, 2026 |
| Straight Path Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -10,579 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -10,346 | -100.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -10,261 | -99.75% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,602 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,624 | -100.0% | Q1 2026 | May 07, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,175 | -100.0% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |