KVLE KRANESHARES TRUST
FollowVALU LINE DY ETF (fund)
12 managers (12 13F filers) reported a position in KVLE shares at 2026-03-31, 1,233,163 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 2
- Added
- 5
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 1,233,163
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| LPL Financial LLC | 957,021 | $23.8M | 0.01% | +295,523 | 13F-HRTimeline |
| Ascentis Independent Advisorsin group Ascentis Wealth Management, L… | 112,724 | $2.8M | 0.21% | +75,956 | 13F-HRTimelineGroup |
| Proactive Wealth Strategies LLC | 99,356 | $2.47M | 0.46% | +68,651 | 13F-HRTimeline |
| GTS SECURITIES LLC | 42,367 | $1.05M | 0.04% | +22,391 | 13F-HRTimeline |
| Freedom Investment Management, Inc. | 16,071 | $400K | 0.12% | -3,367 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 2,391 | $59.5K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1,919 | $47.7K | <0.01% | +1,755 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 629 | $15.7K | <0.01% | new | 13F-HRTimeline |
| Allworth Financial LP | 307 | $7.64K | <0.01% | 0 | 13F-HRTimeline |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 243 | $6.05K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| EPG Wealth Management LLC | 134 | $3.33K | <0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $31 | <0.01% | new | 13F-HRTimelineGroup |