KURV ETF TR - KGLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NFSG Corp | History | Added to | 50,957 | 1,312 | 0.15% | 0.1% | 1 | +18,910 | 59.01% | Q3 2026 | Oct 15, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 37,071 | 974 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 7,995 | 210 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,430 | 195 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 3,817 | 98 | 0.01% | — | 5 | +3,817 | New | Q3 2026 | Oct 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 13 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 400 | 11 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Avion Wealth | History | No change | 300 | 7 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFS Advisors, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| City State Bank | History | No change | 150 | 3 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | No change | 68 | 1 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,335 | -100.0% | Q3 2026 | Oct 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |