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Disclosery

KMLM KRANESHARES TRUST

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KFA MOUNT LUCAS (fund)

61 managers (62 13F filers) reported a position in KMLM shares at 2026-06-30, 3,101,969 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
61
13F filers
62
New
20
Added
22
Reduced
12
Sold out
9
Shares held by filers
3,101,969

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Ted Buchan & Co309,090$8.51M2.78%+1,68913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC304,197$8.37M<0.01%+47,58513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC270,164$7.43M<0.01%+106,09313F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT257,219$7.08M1.33%new13F-HRTimeline
ABBINGTON INVESTMENT GROUP252,724$6.95M4.43%+8,78013F-HRTimeline
MANNING & NAPIER ADVISORS LLC240,545$6.62M0.08%+80,57413F-HRTimeline
Longview Financial Advisors, Inc.127,935$3.52M2.06%-6,67813F-HRTimeline
Sound Financial Strategies Group, LLC113,028$3.11M1.97%-1213F-HRTimeline
Illumine Investment Management, LLC0$3.03M1.97%-109,67713F-HRTimelineAmount filed as zero, left out of ratios.
CAPTRUST FINANCIAL ADVISORS91,204$2.51M<0.01%+73813F-HRTimeline
CSS LLC/IL80,747$2.22M0.1%+2,72013F-HRTimeline
Latitude Advisors, LLC78,827$2.17M0.87%-44913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/72,917$2.01M<0.01%+3,77813F-HRTimelineGroup
LPL Financial LLC59,746$1.64M<0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC104,924$1.57M0.86%+20,20913F-HRTimeline
Beacon Capital Management, Inc.55,464$1.53M0.09%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding55,057$1.52M-20,391Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,880$1.46M<0.01%+14,30113F-HRTimelineGroup
Lifetime Wealth Management P.C.44,907$1.24M0.72%-95113F-HRTimeline
NVWM, LLC41,195$1.13M0.23%-56913F-HRTimeline
CIBC WORLD MARKET INC.34,215$942K<0.01%new13F-HRTimeline
SteelPeak Wealth, LLC33,581$924K0.02%new13F-HRTimeline
Fermata Advisors, LLC30,837$849K0.17%+1,49513F-HRTimeline
Persium Advisors, LLC28,950$797K0.52%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…27,068$745K0.02%new13F-HRTimelineGroup
Altiora Financial Group, LLC23,975$660K0.1%+7,72513F-HRTimeline
FMA Wealth Management, LLC22,765$627K0.4%-18913F-HRTimeline
Atria Investments, Inc21,901$603K0.01%+3,69413F-HRTimeline
WFA of San Diego, LLC18,111$522K0.43%+1,20713F-HRTimeline
Farther Finance Advisors, LLC18,394$506K<0.01%new13F-HRTimeline
Visionary Wealth Advisors18,095$498K0.02%-2,34813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding17,979$495K+4,509Timeline
FIDUCIARY FINANCIAL ADVISORS16,839$463K0.05%new13F-HRTimeline
Creative Planningin group Creative Planning15,453$425K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.15,135$417K0.02%-56,28413F-HRTimeline
MGO ONE SEVEN LLC14,913$410K0.01%+2,20013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,789$379K0.01%-4,36013F-HRTimelineGroup
Claro Advisors Inc.13,278$365K0.04%new13F-HRTimeline
INVESTED ADVISORS12,929$356K0.31%new13F-HRTimeline
PFG Investments, LLC10,212$281K0.01%-65813F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC9,850$277K0.03%13F-HRTimeline
Cetera Investment Advisers9,761$269K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,221$254K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC8,525$235K<0.01%new13F-HRTimeline
IPG Investment Advisors LLC8,048$221K0.03%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,413$204K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,705$102K<0.01%+3,30513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,138$58.9K<0.01%-18013F-HRTimelineGroup
Qube Research & Technologies Ltd1,635$45K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC636$17.5K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN624$17.2K<0.01%+59813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…408$11.2K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.298$8.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC130$3.58K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.121$3.32K<0.01%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.120$3.3K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.103$2.83K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC48$1.32K<0.01%+4213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12$328<0.01%new13F-HRTimelineGroup
Creative Capital Management Investments…4$110<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$52<0.01%013F-HRTimelineGroup