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Disclosery

KMLM KRANESHARES TRUST

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KFA MOUNT LUCAS (fund)

45 managers (46 13F filers) reported a position in KMLM shares at 2025-12-31, 2,119,018 shares in all. 6 filers opened a position and 13 filers sold out during the quarter.

Managers
45
13F filers
46
New
6
Added
17
Reduced
18
Sold out
13
Shares held by filers
2,119,018

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ted Buchan & Co278,854$7.24M2.66%+20,26213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,737$5.47M<0.01%-2,62813F-HRTimelineGroup
ABBINGTON INVESTMENT GROUP190,466$4.94M3.38%+39,58213F-HRTimeline
Longview Financial Advisors, Inc.127,021$3.3M2.24%+4,16313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC126,051$3.27M<0.01%new13F-HRTimelineGroup
Illumine Investment Management, LLC109,412$2.84M2.07%-44013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,771$2.59M<0.01%+48,06613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS85,097$2.21M<0.01%-5,73013F-HRTimeline
Sound Financial Strategies Group, LLC79,362$2.06M1.45%+16,37113F-HRTimeline
Latitude Advisors, LLC78,747$2.04M0.9%+7,45413F-HRTimeline
CSS LLC/IL78,027$2.02M0.11%+5,62013F-HRTimeline
MANNING & NAPIER ADVISORS LLC77,226$2.01M0.03%+64,30413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,880$1.74M<0.01%+11,78713F-HRTimelineGroup
NVWM, LLC58,951$1.53M0.33%+35,00813F-HRTimeline
Lifetime Wealth Management P.C.43,055$1.12M0.7%13F-HR/ATimeline
Magnolia Private Wealth, LLC36,261$941K0.66%-26,07213F-HRTimeline
Andina Capital Management, LLC35,840$930K0.56%+1,95713F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…30,714$797K0.19%+39113F-HRTimelineGroup
Fermata Advisors, LLC27,222$706K0.17%-7,52113F-HRTimeline
FMA Wealth Management, LLC22,954$596K0.39%+52513F-HRTimeline
Atria Investments, Inc22,223$577K0.01%+813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC21,864$567K0.01%-230,46213F-HRTimelineGroup
Visionary Wealth Advisors21,448$557K0.03%-1,49813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,454$505K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,554$456K<0.01%+7,47513F-HRTimelineGroup
ORG Partners LLC16,834$437K0.08%-1,91213F-HRTimeline
WFA of San Diego, LLC16,763$435K0.32%-2113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding15,881$412K-4,319Timeline
KITCHING PARTNERS, LLC15,380$399K0.36%-28,05213F-HRTimeline
Tactive Advisors, LLC14,418$374K0.11%-15,84713F-HRTimeline
MGO ONE SEVEN LLC13,914$361K0.01%-70913F-HRTimeline
PFG Investments, LLC11,070$287K0.01%+26013F-HRTimeline
Signet Private Wealth LLC9,926$258K0.25%13F-HRTimeline
PFG Advisors9,753$253K0.01%-7,62413F-HRTimeline
IPG Investment Advisors LLC8,048$209K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,879$74.7K<0.01%-77,71213F-HRTimelineGroup
SIMPLEX TRADING, LLC985$25.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC840$22K<0.01%+4413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…408$10.6K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$10.4K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC259$6.72K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.121$3.13K<0.01%-8013F-HRTimeline
Salomon & Ludwin, LLC61$1.6K<0.01%new13F-HRTimeline
Creative Capital Management Investments…4$104<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$59<0.01%-1,35013F-HR/ATimelineGroup