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Disclosery

KMLM KRANESHARES TRUST

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KFA MOUNT LUCAS (fund)

49 managers (50 13F filers) reported a position in KMLM shares at 2025-06-30, 2,406,477 shares in all. 4 filers opened a position and 11 filers sold out during the quarter.

Managers
49
13F filers
50
New
4
Added
16
Reduced
23
Sold out
11
Shares held by filers
2,406,477

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
Ancora Advisors LLCin group Ancora Advisors LLC386,976$10.2M0.21%+34,41113F-HRTimelineGroup
Ted Buchan & Co265,428$7M2.78%+12,04613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC187,951$4.96M<0.01%+19,27213F-HRTimelineGroup
FLOW TRADERS U.S. LLC140,777$3.71M0.14%new13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding125,314$3.31M+137Timeline
Longview Financial Advisors, Inc.119,353$3.15M2.67%-7,42613F-HRTimeline
Illumine Investment Management, LLC108,941$2.87M2.29%-18213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS107,831$2.84M0.01%-13,92813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,398$2.17M<0.01%+1,21313F-HR/ATimelineGroup
Magnolia Private Wealth, LLC78,831$2.08M1.61%-312,02713F-HRTimeline
Latitude Advisors, LLC73,881$1.95M0.98%-8,66013F-HRTimeline
CSS LLC/IL68,687$1.81M0.11%+4,01013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/54,971$1.45M<0.01%+98613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,822$1.39M<0.01%-82,61613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,580$1.36M<0.01%-28,77313F-HRTimelineGroup
KITCHING PARTNERS, LLC41,648$1.1M1.11%+3,10313F-HRTimeline
Fermata Advisors, LLC35,856$946K0.25%-2,99213F-HRTimeline
Andina Capital Management, LLC33,037$871K0.61%+82013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,256$851K<0.01%013F-HRTimeline
PFG Advisors20,778$806K0.04%+11,47613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…30,334$801K0.19%+2,27013F-HRTimelineGroup
Visionary Wealth Advisors30,243$798K0.04%-11,00213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,051$740K<0.01%-26,00513F-HRTimelineGroup
Dynamic Advisor Solutions LLC26,193$691K0.02%+6,69213F-HRTimeline
Frontier Asset Management, LLC25,022$660K0.18%-2,73913F-HRTimeline
FMA Wealth Management, LLC23,437$618K0.46%-11213F-HRTimeline
NVWM, LLC23,307$615K0.15%+3,59313F-HRTimeline
ORG Partners LLC19,536$516K0.11%-39613F-HRTimeline
Atria Investments, Inc18,525$489K0.01%+14913F-HRTimeline
Cetera Investment Advisers17,356$458K<0.01%-1,47413F-HRTimeline
WFA of San Diego, LLC15,720$415K0.31%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,098$372K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC13,142$347K0.01%+15413F-HRTimeline
PFG Investments, LLC10,445$275K0.02%new13F-HRTimeline
HRT FINANCIAL LP10,446$275K<0.01%-17,86913F-HRTimeline
IPG Investment Advisors LLC8,356$220K0.04%013F-HRTimeline
TWO SIGMA SECURITIES, LLC7,803$206K0.03%-51213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,213$137K<0.01%-2,73413F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.2,096$55.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,040$53.8K<0.01%+76713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,727$45.5K<0.01%-2,67413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,352$35.7K<0.01%-310,33613F-HRTimelineGroup
UBS Group AGin group UBS Group AG871$23K<0.01%-9,82313F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC832$22K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC619$16K<0.01%-79913F-HRTimelineGroup
SIMPLEX TRADING, LLC342$9K<0.01%-37313F-HRTimeline
Essential Partners LLC51$1.34K<0.01%13F-HRTimeline
Creative Capital Management Investments…4$106<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.