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Disclosery

IVOL KRANESHARES TRUST

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ETF (warrant or right)

79 managers (79 13F filers) reported a position in IVOL shares at 2026-03-31, 15,332,470 shares in all. 10 filers opened a position and 19 filers sold out during the quarter.

Managers
79
13F filers
79
New
10
Added
30
Reduced
26
Sold out
19
Shares held by filers
15,332,470

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,775,877$108M0.01%+559,65013F-HR/ATimelineGroup
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV1,225,885$22.9M12.19%-67,22313F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC864,082$16.2M6.82%+374,13613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC857,465$16M<0.01%+25,32513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY803,812$15M<0.01%+292,83213F-HRTimelineGroup
Financial Enhancement Group LLC676,284$12.6M1.56%+187,75313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN482,118$9.02M<0.01%-178,67113F-HR/ATimelineGroup
CacheTech Inc.471,454$8.82M1.7%+28,81313F-HRTimeline
Adams Wealth Management443,506$8.3M1.82%+23,99813F-HRTimeline
Parkside Investments, LLC404,065$7.56M0.92%+14,94013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…318,583$5.92M0.01%-77,86213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.309,674$5.79M0.53%+296,27513F-HRTimelineGroup
Regal Investment Advisors LLC247,126$4.62M0.27%+6,32113F-HRTimeline
Bleakley Financial Group, LLC242,096$4.53M0.07%+40,06513F-HRTimeline
Brookwood Investment Group LLC224,118$4.19M0.53%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA197,932$3.7M<0.01%-10,91413F-HRTimelineGroup
Pekin Hardy Strauss, Inc.192,472$3.6M0.38%-11,30513F-HRTimeline
BCS Private Wealth Management, Inc.181,845$3.4M1.03%-2,23013F-HRTimeline
Opes Wealth Management LLC169,559$3.17M0.54%+7613F-HRTimeline
Professional Financial Management, Inc.168,644$3.16M3.28%+12,12413F-HRTimeline
Ballew Advisors, Inc147,432$2.73M1.54%+4,75313F-HRTimeline
Cambridge Investment Research Advisors,…112,746$2.11M0.01%+81,25813F-HRTimeline
Avos Capital Management, LLC93,126$1.74M0.69%+13,55013F-HRTimeline
HighTower Advisors, LLC80,155$1.5M<0.01%+8,80013F-HRTimeline
Chicago Partners Investment Group LLC72,263$1.33M0.03%013F-HRTimeline
LPL Financial LLC56,384$1.05M<0.01%-67,16513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…44,105$825K0.1%+5613F-HRTimeline
Fortis Group Advisors, LLC42,232$775K0.13%-8,50613F-HRTimeline
Summit Financial, LLC39,571$740K0.01%+35313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\33,972$636K<0.01%-4,22813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…33,451$626K0.05%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…32,276$604K<0.01%+8,88113F-HRTimelineGroup
Faithward Advisors, LLC31,639$592K0.08%+13613F-HRTimeline
Mraz, Amerine & Associates, Inc.30,989$580K0.09%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,643$499K<0.01%-86,88813F-HRTimelineGroup
NewEdge Advisors, LLC23,151$433K<0.01%+2,60613F-HR/ATimeline
Prostatis Group LLC17,602$329K0.08%+6813F-HRTimeline
Magnus Financial Group LLC16,692$312K0.03%-1113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,536$309K<0.01%-50,22613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,775$295K<0.01%-15013F-HRTimelineGroup
Moors & Cabot, Inc.15,570$291K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,295$230K<0.01%-74613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,514$197K<0.01%-24,34213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,236$192K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,020$187K<0.01%-3,96713F-HRTimeline
EPG Wealth Management LLC8,465$158K0.04%+6713F-HRTimeline
IFP Advisors, Inc5,275$98.7K<0.01%013F-HRTimeline
MAI Capital Management5,000$93.5K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.5,000$93.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC4,401$82.3K<0.01%+38413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,175$59.4K<0.01%-17513F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,130$58.6K0.01%-513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,954$55.3K<0.01%-18513F-HRTimelineGroup
TD Waterhouse Canada Inc.2,450$45.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,990$37K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,471$27.5K<0.01%new13F-HRTimeline
MCF Advisors LLC1,067$20K<0.01%+33713F-HRTimeline
Copia Wealth Management1,033$19.3K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…935$17.5K<0.01%-2,10013F-HRTimeline
Golden State Wealth Management, LLC906$17K<0.01%-64313F-HRTimeline
Investors Research Corp642$12K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP630$11.8K<0.01%-50013F-HRTimelineGroup
Larson Financial Group LLC254$4.75K<0.01%-1,06313F-HRTimeline
West Branch Capital LLC230$4.3K<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC222$4.16K<0.01%-7213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$3.74K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG200$3.74K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd198$3.71K<0.01%+813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/123$2.3K<0.01%013F-HRTimeline
Allworth Financial LP116$2.17K<0.01%+6613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105$1.96K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89$1.67K<0.01%+8713F-HRTimelineGroup
Sound Income Strategies, LLC80$1.49K<0.01%-35613F-HRTimeline
DecisionPoint Financial, LLC65$1.22K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC49$917<0.01%new13F-HR/ATimeline
SIMPLEX TRADING, LLC26$486<0.01%-10,26113F-HRTimeline
Arax Advisory Partners14$188<0.01%+413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3$48<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.