Krane Shares Trust - KVLE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 957,021 | 23,810 | 0.01% | 0.0% | 1 | +295,523 | 44.67% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | Added to | 112,724 | 2,804 | 0.21% | 0.15% | 2 | +75,956 | 206.58% | Q1 2026 | Apr 28, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 99,356 | 2,471 | 0.46% | 0.31% | 3 | +68,651 | 223.58% | Q1 2026 | Apr 29, 2026 |
| GTS SECURITIES LLC | History | Added to | 42,367 | 1,054 | 0.04% | 0.02% | 4 | +22,391 | 112.09% | Q1 2026 | May 14, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 16,071 | 399 | 0.12% | 0.14% | 5 | -3,367 | -17.32% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | No change | 2,391 | 59 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,919 | 47 | 0.0% | 0.0% | 7 | +1,755 | 1070.12% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 629 | 15 | 0.0% | — | 8 | +629 | New | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 307 | 7 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 243 | 6 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 215 | 5 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 217 | 5 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EPG Wealth Management LLC | History | No change | 134 | 3 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,227 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |