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Disclosery

IVOL KRANESHARES TRUST

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ETF (warrant or right)

74 managers (74 13F filers) reported a position in IVOL shares at 2025-06-30, 7,782,799 shares in all. 11 filers opened a position and 29 filers sold out during the quarter.

Managers
74
13F filers
74
New
11
Added
23
Reduced
24
Sold out
29
Shares held by filers
7,782,799

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV1,258,691$24.6M16.71%-1,11213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC781,437$15.3M0.01%-12,95013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…748,854$14.5M0.02%-10,70413F-HRTimeline
Faithward Advisors, LLC689,405$13.5M2.09%+15,22013F-HRTimeline
Adams Wealth Management470,033$9.19M1.75%-34,69013F-HRTimeline
CacheTech Inc.470,033$9.19M1.69%-34,69013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN409,251$8M<0.01%+239,49613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY355,688$6.96M<0.01%+193,94213F-HRTimelineGroup
Regal Investment Advisors LLC277,662$5.43M0.41%+4,52213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA243,738$4.76M<0.01%-167,81313F-HR/ATimelineGroup
BCS Private Wealth Management, Inc.183,062$3.58M1.35%13F-HRTimeline
Pekin Hardy Strauss, Inc.182,857$3.58M0.41%+11,89013F-HRTimeline
Opes Wealth Management LLC161,225$3.15M0.56%-8,76513F-HRTimeline
Brookwood Investment Group LLC157,186$3.07M0.5%new13F-HRTimeline
HighTower Advisors, LLC140,474$2.75M<0.01%-120,85013F-HRTimeline
LPL Financial LLC131,924$2.58M<0.01%-6,52413F-HRTimeline
Bleakley Financial Group, LLC126,733$2.48M0.06%+47,51613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,488$2.44M<0.01%-6,53113F-HR/ATimelineGroup
Fortis Group Advisors, LLC103,233$1.98M0.36%+71,99513F-HRTimeline
Chicago Partners Investment Group LLC97,624$1.91M0.06%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\60,912$1.19M<0.01%+11,72913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,179$1.02M<0.01%+9,10013F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC46,123$902K0.49%+1,60013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…44,006$861K0.12%+2913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,297$847K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS43,122$843K<0.01%-36213F-HRTimeline
OLD MISSION CAPITAL LLC35,218$689K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,352$633K<0.01%+7,21313F-HRTimeline
Mraz, Amerine & Associates, Inc.30,989$606K0.1%-2,82513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,497$597K<0.01%-50,99713F-HRTimelineGroup
UBS Group AGin group UBS Group AG30,388$594K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23,495$460K<0.01%-1,50013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,778$426K0.03%-8,21813F-HRTimelineGroup
IFP Advisors, Inc20,655$404K0.01%-49,80013F-HRTimeline
Magnus Financial Group LLC19,657$384K0.03%+1413F-HRTimeline
NewEdge Advisors, LLC18,991$371K<0.01%+84313F-HRTimeline
Steward Partners Investment Advisory, L…13,736$269K<0.01%+113F-HRTimeline
Straight Path Wealth Management13,439$263K0.09%-1,51313F-HRTimeline
Prostatis Group LLC12,637$247K0.07%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,888$213K<0.01%new13F-HRTimelineGroup
COMERICA BANK10,112$198K<0.01%-4,03613F-HRTimeline
EPG Wealth Management LLC8,263$162K0.05%+6613F-HRTimeline
MCF Advisors LLC7,070$138K0.01%-5813F-HRTimeline
CWM, LLCin group CWM, LLC7,033$138K<0.01%+2,49013F-HRTimelineGroup
Lowe Wealth Advisors, LLC6,500$127K0.05%-20013F-HRTimeline
BLAIR WILLIAM & CO/IL3,490$68.3K<0.01%-59913F-HRTimeline
Capital Investment Advisory Services, L…3,245$63.5K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.2,450$47.5K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,400$46.9K0.03%013F-HRTimeline
Global Retirement Partners, LLC2,012$39.4K<0.01%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,624$31.8K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,549$30.3K<0.01%013F-HRTimeline
Larson Financial Group LLC1,293$25.3K<0.01%+1213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,130$22.1K<0.01%013F-HRTimelineGroup
Copia Wealth Management1,033$20.2K0.02%-14213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH919$18K0.01%new13F-HRTimeline
Investors Research Corp642$12.6K<0.01%013F-HRTimeline
Painted Porch Advisors LLC540$10.6K<0.01%013F-HRTimeline
West Branch Capital LLC500$9.78K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/488$9.54K<0.01%-5,681,32713F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC422$8.25K<0.01%+413F-HRTimeline
Richard Bernstein Advisors LLC406$7.95K<0.01%-3,260,24313F-HRTimeline
Beacon Capital Management, LLC356$6.97K<0.01%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.315$6.16K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC250$4K<0.01%+15613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$3.91K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd153$2.99K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/123$2.41K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO117$2.3K<0.01%+10013F-HRTimelineGroup
Sound Income Strategies, LLC80$1.56K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC65$1.27K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC52$1.02K<0.01%013F-HRTimeline
Arax Advisory Partners10$191<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.