Krane Shares Trust - KMLM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 995,402 | 28,070 | 0.98% | — | 1 | +995,402 | New | Q1 2026 | May 14, 2026 |
| Ted Buchan & Co | History | Added to | 307,401 | 8,668 | 3.15% | 2.66% | 2 | +28,547 | 10.24% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 256,612 | 7,236 | 0.0% | 0.0% | 3 | +45,875 | 21.77% | Q1 2026 | May 14, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 243,944 | 6,879 | 4.0% | 3.38% | 4 | +53,478 | 28.08% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 164,071 | 4,626 | 0.0% | 0.0% | 5 | +64,300 | 64.45% | Q1 2026 | May 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 159,971 | 4,523 | 0.06% | 0.03% | 6 | +82,745 | 107.15% | Q1 2026 | Apr 30, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 134,613 | 3,796 | 2.32% | 2.24% | 7 | +7,592 | 5.98% | Q1 2026 | Apr 20, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 113,040 | 3,187 | 2.17% | 1.45% | 8 | +33,678 | 42.44% | Q1 2026 | May 08, 2026 |
| Illumine Investment Management, LLC | History | Added to | 109,677 | 3,092 | 2.38% | 2.07% | 9 | +265 | 0.24% | Q1 2026 | May 04, 2026 |
| GeoWealth Management, LLC | History | New | 93,321 | 2,631 | 0.09% | — | 10 | +93,321 | New | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 90,466 | 2,551 | 0.0% | 0.0% | 11 | +5,369 | 6.31% | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | Added to | 79,276 | 2,235 | 1.02% | 0.9% | 12 | +529 | 0.67% | Q1 2026 | Apr 27, 2026 |
| CSS LLC/IL | History | No change | 78,027 | 2,200 | 0.11% | 0.09% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | New | 71,419 | 2,024 | 0.11% | — | 14 | +71,419 | New | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 69,139 | 1,949 | 0.0% | 0.0% | 15 | +2,259 | 3.38% | Q1 2026 | May 13, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 45,858 | 1,293 | 0.74% | 0.7% | 16 | +2,803 | 6.51% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Reduced | 41,764 | 1,177 | 0.26% | 0.33% | 17 | -17,187 | -29.15% | Q1 2026 | Apr 27, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 40,853 | 1,152 | 0.23% | 0.19% | 18 | +10,139 | 33.01% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 38,579 | 1,088 | 0.0% | 0.0% | 19 | +21,025 | 119.77% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,970 | 1,070 | 0.0% | 0.0% | 20 | +18,516 | 95.18% | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 84,715 | 1,040 | 0.69% | 0.66% | 21 | +48,454 | 133.63% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | New | 34,595 | 975 | 0.07% | — | 22 | +34,595 | New | Q1 2026 | Apr 28, 2026 |
| Ferguson Shapiro LLC | History | New | 30,450 | 858 | 0.26% | — | 23 | +30,450 | New | Q1 2026 | Apr 23, 2026 |
| Fermata Advisors, LLC | History | Added to | 29,342 | 827 | 0.19% | 0.17% | 24 | +2,120 | 7.79% | Q1 2026 | Apr 08, 2026 |
| Andina Capital Management, LLC | History | Reduced | 29,225 | 824 | 0.73% | 0.56% | 25 | -6,615 | -18.46% | Q1 2026 | Apr 17, 2026 |
| FMA Wealth Management, LLC | History | No change | 22,954 | 647 | 0.43% | 0.39% | 26 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 20,443 | 576 | 0.03% | 0.03% | 27 | -1,005 | -4.69% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 18,207 | 513 | 0.01% | 0.01% | 28 | -4,016 | -18.07% | Q1 2026 | May 05, 2026 |
| Ancora Advisors LLC | History | Reduced | 18,149 | 511 | 0.01% | 0.01% | 29 | -3,715 | -16.99% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Added to | 16,904 | 476 | 0.38% | 0.32% | 30 | +141 | 0.84% | Q1 2026 | May 11, 2026 |
| Altiora Financial Group, LLC | History | New | 16,250 | 458 | 0.08% | — | 31 | +16,250 | New | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 16,834 | 436 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 13,470 | 379 | 0.04% | 0.04% | 33 | -2,411 | -15.18% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 13,470 | 379 | 0.06% | 0.06% | 34 | -2,411 | -15.18% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | New | 13,055 | 368 | 0.03% | — | 35 | +13,055 | New | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 12,713 | 358 | 0.01% | 0.01% | 36 | -1,201 | -8.63% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 10,870 | 306 | 0.01% | 0.01% | 37 | -200 | -1.81% | Q1 2026 | Apr 27, 2026 |
| Worth Asset Management, LLC | History | New | 9,664 | 272 | 0.1% | — | 38 | +9,664 | New | Q1 2026 | Apr 17, 2026 |
| IPG Investment Advisors LLC | History | No change | 8,048 | 226 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 5,059 | 142 | 0.0% | — | 40 | +5,059 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,318 | 65 | 0.0% | 0.0% | 41 | -561 | -19.49% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 655 | 18 | 0.0% | 0.0% | 42 | -185 | -22.02% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 400 | 11 | 0.0% | — | 44 | +400 | New | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 408 | 11 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 298 | 8 | 0.0% | — | 45 | +298 | New | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 259 | 6 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | New | 120 | 3 | 0.0% | — | 48 | +120 | New | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 120 | 3 | 0.0% | 0.0% | 47 | -1 | -0.83% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -126,051 | -100.0% | Q1 2026 | May 12, 2026 |
| KITCHING PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -15,380 | -100.0% | Q1 2026 | May 06, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,418 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Signet Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -9,926 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -9,753 | -100.0% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -985 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 15, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |