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Disclosery

KMLM KRANESHARES TRUST

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KFA MOUNT LUCAS (fund)

49 managers (51 13F filers) reported a position in KMLM shares at 2025-09-30, 2,371,751 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
49
13F filers
51
New
8
Added
18
Reduced
20
Sold out
7
Shares held by filers
2,371,751

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & Co258,592$6.96M2.73%-6,83613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC252,326$6.8M0.14%-134,65013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC213,365$5.75M<0.01%+25,41413F-HRTimelineGroup
ABBINGTON INVESTMENT GROUP150,884$4.06M3.48%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding135,402$3.65M+10,088Timeline
Longview Financial Advisors, Inc.122,858$3.31M2.36%+3,50513F-HRTimeline
Illumine Investment Management, LLC109,852$2.96M2.11%+91113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,827$2.45M<0.01%-17,00413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,591$2.15M<0.01%-1,80713F-HRTimelineGroup
CSS LLC/IL72,407$1.95M0.12%+3,72013F-HRTimeline
Latitude Advisors, LLC71,293$1.92M0.88%-2,58813F-HRTimeline
FLOW TRADERS U.S. LLC68,797$1.85M0.08%-71,98013F-HRTimeline
Sound Financial Strategies Group, LLC62,991$1.7M1.24%new13F-HRTimeline
Magnolia Private Wealth, LLC62,333$1.68M1.23%-16,49813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55,093$1.48M<0.01%+12213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,705$1.39M<0.01%-1,11713F-HRTimelineGroup
KITCHING PARTNERS, LLC43,432$1.17M1.1%+1,78413F-HRTimeline
Fermata Advisors, LLC34,743$936K0.24%-1,11313F-HRTimeline
Andina Capital Management, LLC33,883$912K0.52%+84613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…30,323$817K0.17%-1113F-HRTimelineGroup
Tactive Advisors, LLC30,265$815K0.23%new13F-HRTimeline
Dynamic Advisor Solutions LLC29,473$794K0.02%+3,28013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,438$712K<0.01%-5,81813F-HRTimeline
NVWM, LLC23,943$645K0.15%+63613F-HRTimeline
Visionary Wealth Advisors22,946$618K0.03%-7,29713F-HRTimeline
FMA Wealth Management, LLC22,429$604K0.41%-1,00813F-HRTimeline
Atria Investments, Inc22,215$598K0.01%+3,69013F-HRTimeline
Frontier Asset Management, LLC20,529$553K0.14%-4,49313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding20,200$544KnewTimeline
ORG Partners LLC18,746$522K0.1%-79013F-HRTimeline
PFG Advisors17,377$468K0.02%-3,40113F-HRTimeline
WFA of San Diego, LLC16,784$452K0.31%+1,06413F-HRTimeline
MGO ONE SEVEN LLC14,623$394K0.01%+1,48113F-HRTimeline
MANNING & NAPIER ADVISORS LLC12,922$348K<0.01%+12,09013F-HRTimeline
PFG Investments, LLC10,810$291K0.02%+36513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,079$271K<0.01%+4,86613F-HRTimelineGroup
IPG Investment Advisors LLC8,048$217K0.04%-30813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,771$209K0.02%new13F-HRTimeline
Advisory Services Network, LLC5,485$148K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,898$105K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,727$46.5K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,352$36.4K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC796$21K<0.01%+17713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…408$11K<0.01%-1,63213F-HRTimelineGroup
MATHER GROUP, LLC.298$8.03K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.201$5.41K<0.01%-1,89513F-HRTimeline
Essential Partners LLC51$1.37K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG36$969<0.01%-83513F-HRTimelineGroup
Creative Capital Management Investments…4$108<0.01%013F-HRTimeline