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 | 987,779 | 27,817 | 0.01% | 0.01% | 1 | +30,758 | 3.21% | Q2 2026 | Aug 07, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 102,806 | 2,895 | 0.46% | 0.46% | 2 | +3,450 | 3.47% | Q2 2026 | Aug 10, 2026 |
| Freedom Investment Management, Inc. | History | No change | 16,071 | 452 | 0.13% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | Reduced | 14,523 | 408 | 0.01% | 0.04% | 4 | -27,844 | -65.72% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 2,391 | 59 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 747 | 21 | 0.0% | 0.0% | 6 | -1,172 | -61.07% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 629 | 17 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 307 | 8 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 215 | 6 | 0.0% | — | 10 | +215 | New | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 243 | 6 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EPG Wealth Management LLC | History | No change | 134 | 3 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.21% | — | -112,724 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |