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Disclosery

KMLM KRANESHARES TRUST

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KFA MOUNT LUCAS (fund)

54 managers (55 13F filers) reported a position in KMLM shares at 2025-03-31, 3,419,462 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
54
13F filers
55
New
4
Added
28
Reduced
14
Sold out
6
Shares held by filers
3,419,462

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
Ancora Advisors LLCin group Ancora Advisors LLC352,565$9.62M0.21%+23,98713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY311,688$8.5M<0.01%+3,29313F-HRTimelineGroup
Ted Buchan & Co253,382$6.91M3.27%+18,64513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,679$4.6M<0.01%+12,97513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC135,438$3.69M<0.01%+19,27713F-HRTimelineGroup
Longview Financial Advisors, Inc.126,779$3.46M2.97%+3,15213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding125,177$3.41M-194,379Timeline
CAPTRUST FINANCIAL ADVISORS121,759$3.32M0.01%-4,76513F-HRTimeline
Illumine Investment Management, LLC109,123$2.98M2.44%+20,45313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…98,098$2.68M0.03%+86613F-HRTimelineGroup
PMV Capital Advisers, LLC96,016$2.62M6.36%+78,31513F-HRTimeline
Magnolia Private Wealth, LLC390,858$2.61M2.21%+323,17413F-HRTimeline
MML INVESTORS SERVICES, LLC83,916$2.29M0.01%-2,50413F-HRTimeline
Latitude Advisors, LLC82,541$2.25M1.31%+31,50213F-HRTimeline
GWN SECURITIES INC.82,540$2.25M0.13%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,185$2.21M<0.01%+2,06213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,353$2.19M<0.01%+26,71213F-HRTimelineGroup
CSS LLC/IL64,677$1.76M0.12%+17,61413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,056$1.47M<0.01%-6,56713F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53,985$1.47M<0.01%+3913F-HRTimelineGroup
Visionary Wealth Advisors41,245$1.13M0.07%+44613F-HRTimeline
Fermata Advisors, LLC38,848$1.06M0.19%+63313F-HRTimeline
KITCHING PARTNERS, LLC38,545$1.05M1.21%-4,62113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,256$880K<0.01%+2,77313F-HRTimeline
Andina Capital Management, LLC32,217$879K0.63%-4,83413F-HRTimeline
HRT FINANCIAL LP28,315$772K<0.01%+15,68613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/28,142$769K<0.01%-1,43413F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…28,064$763K0.23%+5,65213F-HRTimelineGroup
Frontier Asset Management, LLC27,761$757K0.22%-3,19313F-HRTimeline
Naviter Wealth, LLC27,574$757K0.09%+19,66013F-HRTimeline
FMA Wealth Management, LLC23,549$639K0.49%013F-HRTimeline
ORG Partners LLC19,932$543K0.13%+6,67913F-HRTimeline
NVWM, LLC19,714$538K0.14%-90313F-HRTimeline
Dynamic Advisor Solutions LLC19,501$532K0.02%+12,34313F-HRTimeline
Cetera Investment Advisers18,830$514K<0.01%-77213F-HRTimeline
Atria Investments, Inc18,376$501K0.01%+4,26613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,252$416K0.03%013F-HRTimelineGroup
MGO ONE SEVEN LLC12,988$354K0.01%+1,56213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC10,779$294K0.03%-11,68713F-HRTimeline
UBS Group AGin group UBS Group AG10,694$292K<0.01%new13F-HRTimelineGroup
PFG Advisors9,302$254K0.01%+2,11713F-HRTimeline
IPG Investment Advisors LLC8,356$228K0.05%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,315$227K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,947$217K<0.01%-60,84613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,057$193K<0.01%+3,26813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,401$124K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC2,883$78.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,096$57.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,418$39K<0.01%-1,02413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,273$34.7K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC715$19K<0.01%+44513F-HRTimeline
MATHER GROUP, LLC.298$8.13K<0.01%013F-HRTimeline
Creative Capital Management Investments…4$109<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.