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Disclosery

KMLM KRANESHARES TRUST

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KFA MOUNT LUCAS (fund)

48 managers (50 13F filers) reported a position in KMLM shares at 2026-03-31, 3,583,342 shares in all. 14 filers opened a position and 8 filers sold out during the quarter.

Managers
48
13F filers
50
New
14
Added
18
Reduced
13
Sold out
8
Shares held by filers
3,583,342

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
POTOMAC FUND MANAGEMENT INC /ADV995,402$28.1M0.98%new13F-HRTimeline
Ted Buchan & Co307,401$8.67M3.15%+28,54713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC256,612$7.24M<0.01%+45,87513F-HRTimelineGroup
ABBINGTON INVESTMENT GROUP243,944$6.88M4%+53,47813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC164,071$4.63M<0.01%+64,30013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC159,971$4.52M0.06%+82,74513F-HRTimeline
Longview Financial Advisors, Inc.134,613$3.8M2.32%+7,59213F-HRTimeline
Sound Financial Strategies Group, LLC113,040$3.19M2.18%+33,67813F-HRTimeline
Illumine Investment Management, LLC109,677$3.09M2.38%+26513F-HRTimeline
GeoWealth Management, LLC93,321$2.63M0.09%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,466$2.55M<0.01%+5,36913F-HRTimeline
Latitude Advisors, LLC79,276$2.24M1.02%+52913F-HRTimeline
CSS LLC/IL78,027$2.2M0.12%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding75,448$2.13M+44,734Timeline
Kovack Advisors, Inc.71,419$2.02M0.11%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/69,139$1.95M<0.01%+2,25913F-HRTimelineGroup
Lifetime Wealth Management P.C.45,858$1.29M0.74%+2,80313F-HRTimeline
NVWM, LLC41,764$1.18M0.26%-17,18713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,579$1.09M<0.01%+21,02513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,970$1.07M<0.01%+18,51613F-HRTimelineGroup
Magnolia Private Wealth, LLC84,715$1.04M0.69%+48,45413F-HRTimeline
Ferguson Shapiro LLC30,450$859K0.26%new13F-HRTimeline
Fermata Advisors, LLC29,342$827K0.19%+2,12013F-HRTimeline
Andina Capital Management, LLC29,225$824K0.73%-6,61513F-HRTimeline
FMA Wealth Management, LLC22,954$647K0.43%013F-HRTimeline
Visionary Wealth Advisors20,443$577K0.03%-1,00513F-HRTimeline
Atria Investments, Inc18,207$513K0.01%-4,01613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,149$512K0.01%-3,71513F-HRTimelineGroup
WFA of San Diego, LLC16,904$477K0.38%+14113F-HRTimeline
Altiora Financial Group, LLC16,250$458K0.08%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding13,470$380K-2,411Timeline
Signal Advisors Wealth, LLC13,055$368K0.03%new13F-HRTimeline
MGO ONE SEVEN LLC12,713$359K0.01%-1,20113F-HRTimeline
PFG Investments, LLC10,870$307K0.01%-20013F-HRTimeline
Worth Asset Management, LLC9,664$273K0.1%new13F-HRTimeline
IPG Investment Advisors LLC8,048$227K0.04%013F-HRTimeline
Advisory Services Network, LLC5,059$143K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,318$65.4K<0.01%-56113F-HRTimelineGroup
CWM, LLCin group CWM, LLC655$18.5K<0.01%-18513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…408$11.5K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG400$11.3K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.298$8.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.120$3.4K<0.01%-113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.120$3.38K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26$733<0.01%new13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6$169<0.01%new13F-HRTimelineGroup
Creative Capital Management Investments…4$113<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$54<0.01%-113F-HRTimelineGroup