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Disclosery

IVOL KRANESHARES TRUST

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ETF (warrant or right)

90 managers (90 13F filers) reported a position in IVOL shares at 2025-03-31, 17,242,928 shares in all. 12 filers opened a position and 24 filers sold out during the quarter.

Managers
90
13F filers
90
New
12
Added
25
Reduced
37
Sold out
24
Shares held by filers
17,242,928

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,681,815$106M0.01%+317,21413F-HRTimelineGroup
Richard Bernstein Advisors LLC3,260,649$60.9M1.47%+339,19213F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV1,259,803$23.5M17.28%-22,34713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC794,387$14.8M0.01%-1,47213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…759,558$14.2M0.03%new13F-HRTimeline
Faithward Advisors, LLC674,185$12.6M2.19%-3,73913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC536,783$10M<0.01%+138,38213F-HRTimelineGroup
Adams Wealth Management504,723$9.43M1.85%-36,27113F-HRTimeline
CacheTech Inc.504,723$9.43M1.84%-36,27113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA411,551$7.69M<0.01%-53,83013F-HR/ATimelineGroup
Regal Investment Advisors LLC273,140$5.1M0.41%+180,00913F-HRTimeline
HighTower Advisors, LLC261,324$4.88M0.01%-27,99513F-HRTimeline
SCOTIA CAPITAL INC.173,130$3.23M0.02%new13F-HRTimeline
Pekin Hardy Strauss, Inc.170,967$3.19M0.39%+13,13513F-HRTimeline
Opes Wealth Management LLC169,990$3.18M0.64%+16,08213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN169,755$3.17M<0.01%-39,50713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY161,746$3.02M<0.01%-68,07113F-HRTimelineGroup
LPL Financial LLC138,448$2.59M<0.01%-3,18713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,019$2.45M0.01%+99,92413F-HRTimelineGroup
Chicago Partners Investment Group LLC97,621$1.93M0.06%-37,16913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,494$1.52M<0.01%-90413F-HRTimelineGroup
Bleakley Financial Group, LLC79,217$1.48M0.05%+19,33113F-HRTimeline
IFP Advisors, Inc70,455$1.32M0.04%-12,95113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC59,060$1.1M0.08%+1213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\49,183$919K<0.01%-4,80313F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC44,523$832K0.45%+14,98513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…43,977$822K0.13%+1513F-HRTimeline
Sanctuary Advisors, LLC43,912$820K0.01%-1,56113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,484$812K<0.01%-78513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,079$805K<0.01%-190,09113F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.33,814$632K0.11%-18713F-HR/ATimeline
Cambridge Investment Research Advisors,…32,192$601K<0.01%+13,71613F-HRTimeline
Atria Investments, Inc31,633$591K0.01%-1,47713F-HRTimeline
Fortis Group Advisors, LLC31,238$584K0.11%+22113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.29,996$560K0.04%013F-HRTimelineGroup
Trek Financial, LLC26,394$493K0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,139$470K<0.01%-17,66413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24,995$467K<0.01%-5,54613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp20,723$387K<0.01%-2,07413F-HRTimelineGroup
Magnus Financial Group LLC19,643$367K0.04%-33913F-HRTimeline
MML INVESTORS SERVICES, LLC18,410$344K<0.01%+6,31813F-HRTimeline
NewEdge Advisors, LLC18,148$339K<0.01%+15613F-HRTimeline
EHRLICH FINANCIAL GROUP17,801$333K0.24%-14213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management17,016$318K<0.01%013F-HRTimelineGroup
Straight Path Wealth Management14,952$279K0.11%-261,99613F-HRTimeline
PATRON PARTNERS, LLC14,463$270K0.15%-1,39113F-HRTimeline
Janney Montgomery Scott LLC14,372$268K<0.01%-2,10713F-HRTimeline
COMERICA BANK14,148$264K<0.01%+8013F-HRTimeline
Steward Partners Investment Advisory, L…13,735$257K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,349$231K<0.01%+16113F-HRTimelineGroup
Coastal Bridge Advisors, LLC12,156$227K0.02%new13F-HR/ATimeline
GRIFFIN ASSET MANAGEMENT, INC.11,529$215K0.03%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,957$205K<0.01%-27513F-HRTimelineGroup
Venturi Wealth Management, LLC10,705$200K0.01%-10713F-HRTimeline
Blue Trust, Inc.10,704$200K<0.01%+7,16413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,000$187K<0.01%-60,00013F-HRTimelineGroup
EPG Wealth Management LLC8,197$153K0.04%-43513F-HRTimeline
MCF Advisors LLC7,128$133K0.01%-38113F-HRTimeline
Lowe Wealth Advisors, LLC6,700$125K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC4,543$85K<0.01%+3113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,089$76.4K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…3,245$60.6K0.01%-22013F-HRTimeline
TD Waterhouse Canada Inc.2,450$45.7K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,400$44.8K0.03%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,624$30.3K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,549$28.9K<0.01%013F-HR/ATimeline
Geneos Wealth Management Inc.1,384$25.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,281$23.9K<0.01%+1113F-HRTimeline
Copia Wealth Management1,175$21.9K0.02%+14213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,130$21.1K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.795$14.9K0.01%-26713F-HRTimeline
Investors Research Corp642$12K<0.01%013F-HRTimeline
Painted Porch Advisors LLC540$10.1K<0.01%013F-HRTimeline
West Branch Capital LLC500$9.34K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC418$7.81K<0.01%+313F-HRTimeline
Beacon Capital Management, LLC353$6.6K<0.01%+313F-HRTimeline
Bare Financial Services, Inc333$6.22K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.315$5.88K<0.01%new13F-HRTimeline
Financial Freedom, LLC232$4.34K<0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.237$4K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$3.74K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC123$2.3K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100$1.87K<0.01%-6013F-HRTimelineGroup
SIGNATUREFD, LLC100$1.87K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.59$1.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC94$1K<0.01%-10013F-HRTimeline
Kiker Wealth Management, LLC52$971<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17$329<0.01%+1713F-HRTimelineGroup
Arax Advisory Partners10$181<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-97613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.