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Disclosery

KMLM KRANESHARES TRUST

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KFA MOUNT LUCAS (fund)

57 managers (58 13F filers) reported a position in KMLM shares at 2024-12-31, 3,163,050 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
57
13F filers
58
New
12
Added
16
Reduced
19
Sold out
10
Shares held by filers
3,163,050

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Ancora Advisors LLCin group Ancora Advisors LLC328,578$9.23M0.21%+2,32613F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding319,556$8.98M+58,626Timeline
MORGAN STANLEYin group MORGAN STANLEY308,395$8.67M<0.01%+113F-HR/ATimelineGroup
Ted Buchan & Co234,737$6.6M3.11%+8,20513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC155,704$4.38M<0.01%13F-HR/ATimelineGroup
Sound Financial Strategies Group, LLC143,403$4.03M3.36%-8,19313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS126,524$3.56M0.01%-1,22813F-HRTimeline
Longview Financial Advisors, Inc.123,627$3.47M2.74%+17,74813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,161$3.26M<0.01%-55,05013F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…97,232$2.73M0.03%+13,71313F-HRTimelineGroup
Illumine Investment Management, LLC88,670$2.49M2.05%13F-HRTimeline
MML INVESTORS SERVICES, LLC86,420$2.43M0.01%-21,58513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,123$2.22M<0.01%+6,11413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,793$1.93M<0.01%-79213F-HRTimelineGroup
Magnolia Private Wealth, LLC67,684$1.9M1.69%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,623$1.7M<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53,946$1.52M<0.01%-46713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,641$1.51M<0.01%new13F-HRTimelineGroup
Latitude Advisors, LLC51,039$1.43M0.81%+45313F-HRTimeline
CSS LLC/IL47,063$1.32M0.08%+4,10013F-HRTimeline
KITCHING PARTNERS, LLC43,166$1.21M1.55%+1,13313F-HRTimeline
Visionary Wealth Advisors40,799$1.15M0.07%+1,03513F-HRTimeline
Fermata Advisors, LLC38,215$1.07M0.2%+3,05413F-HRTimeline
Andina Capital Management, LLC37,051$1.04M0.85%-2,38313F-HRTimeline
FLOW TRADERS U.S. LLC33,482$941K0.04%new13F-HRTimeline
Frontier Asset Management, LLC30,954$870K0.29%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/29,576$831K<0.01%-4,39213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,483$828K<0.01%+8,43213F-HRTimeline
FMA Wealth Management, LLC23,549$662K0.49%-82013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC22,466$631K0.06%-22713F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…22,412$630K0.19%-12813F-HRTimelineGroup
NVWM, LLC20,617$579K0.15%+1,55713F-HRTimeline
Cetera Investment Advisers19,602$551K<0.01%+4,58713F-HRTimeline
PMV Capital Advisers, LLC17,701$497K1.34%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,252$429K0.03%013F-HRTimelineGroup
Atria Investments, Inc14,110$396K<0.01%-25213F-HRTimeline
ORG Partners LLC13,253$373K0.05%-34913F-HRTimeline
HRT FINANCIAL LP12,629$354K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC11,426$321K0.01%+7513F-HRTimeline
Triton Wealth Management, PLLC11,192$313K0.16%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,450$266K<0.01%-35713F-HR/ATimeline
IPG Investment Advisors LLC8,356$235K0.05%013F-HRTimeline
Naviter Wealth, LLC7,914$222K0.03%-36,02913F-HRTimeline
Strategic Blueprint, LLC7,557$212K0.01%new13F-HRTimeline
PFG Advisors7,185$202K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC7,158$201K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,401$124K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,789$106K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC3,000$84.3K<0.01%+1,00013F-HRTimeline
CWM, LLCin group CWM, LLC2,442$69K<0.01%-472,54513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,096$58.9K<0.01%-1,95913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,273$35.8K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.298$8.37K<0.01%-48513F-HRTimeline
SIMPLEX TRADING, LLC270$7K<0.01%new13F-HRTimeline
Creative Capital Management Investments…4$112<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$84<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.