DaveManuel.com · Institutional Ownership · Who Owns It
KRANESHARES TRUST (IVOL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
68
Reporting holders
$117.0M
Reported value
0.0%
Calls
0.1%
Puts
-13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $15.1M | 872,827 | 6.51% | 21q | +1.0%+$151.2K |
| RAYMOND JAMES FINANCIAL INC | $15.0M | 865,019 | 0.00% | 7q | +0.9%+$130.6K |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $13.7M | 791,991 | 7.79% | 11q | -35.4%-$7.5M |
| Financial Enhancement Group LLC | $13.3M | 766,757 | 1.58% | 4q | +13.4%+$1.6M |
| MORGAN STANLEY | $8.6M | 498,220 | 0.00% | 23q | -38.0%-$5.3M |
| Parkside Investments, LLC | $6.7M | 386,640 | 0.74% | 4q | -4.3%-$301.3K |
| Bleakley Financial Group, LLC | $5.3M | 309,160 | 0.07% | 15q | +27.7%+$1.2M |
| WELLS FARGO & COMPANY/MN | $4.4M | 256,294 | 0.00% | 23q | -46.8%-$3.9M |
| Regal Investment Advisors LLC | $3.1M | 177,461 | 0.16% | 21q | -28.2%-$1.2M |
| Professional Financial Management, Inc. | $3.1M | 177,105 | 3.11% | 3q | +5.0%+$146.3K |
| BCS Private Wealth Management, Inc. | $3.0M | 174,467 | 0.91% | 5q | -4.1%-$127.6K |
| Ballew Advisors, Inc | $2.6M | 151,181 | 1.36% | 3q | +2.5%+$65.1K |
| Pekin Hardy Strauss, Inc. | $2.3M | 130,449 | 0.20% | 24q | -32.2%-$1.1M |
| ROYAL BANK OF CANADA | $2.0M | 116,517 | 0.00% | 28q | -41.1%-$1.4M |
| OSAIC HOLDINGS, INC. | $2.0M | 113,193 | 0.00% | 26q | +324.9%+$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 98,591 | 0.00% | 6q | -69.1%-$3.8M |
| STIFEL FINANCIAL CORP | $1.5M | 88,882 | 0.00% | 24q | +463.4%+$1.3M |
| Chicago Partners Investment Group LLC | $1.2M | 72,263 | 0.02% | 25q | HELD |
| HighTower Advisors, LLC | $998.6K | 57,755 | 0.00% | 25q | -27.9%-$387.3K |
| LPL Financial LLC | $834.7K | 48,276 | 0.00% | 24q | -14.4%-$140.2K |
| Collaborative Capital Advisors LLC | $795.0K | 45,983 | 0.50% | new | FIRST |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $759.2K | 43,911 | 0.08% | 21q | HELD |
| Summit Financial, LLC | $672.3K | 38,884 | 0.01% | 4q | -1.7%-$11.9K |
| CITADEL ADVISORS LLC | $624.1K incl. $172.9K options PUT | 26,095 | 0.00% | 11q | +57.8%+$228.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $624.1K | 36,095 | 0.00% | 5q | +193.6%+$411.5K |
| Brucke Financial, Inc. | $620.9K | 35,912 | 0.28% | new | NEW |
| FIFTH THIRD BANCORP | $546.0K | 31,576 | 0.00% | 22q | -2.2%-$12.1K |
| Fortis Group Advisors, LLC | $542.6K | 31,381 | 0.09% | 15q | -25.7%-$187.6K |
| Mraz, Amerine & Associates, Inc. | $535.8K | 30,989 | 0.08% | 22q | HELD |
| Faithward Advisors, LLC | $534.9K | 30,934 | 0.07% | 22q | -2.2%-$12.2K |
| JANE STREET GROUP, LLC | $504.4K | 29,173 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $400.6K | 23,169 | 0.00% | 15q | HELD |
| Cambridge Investment Research Advisors, Inc. | $364.0K | 21,102 | 0.00% | 4q | -81.3%-$1.6M |
| GOLDMAN SACHS GROUP INC | $333.8K | 19,307 | 0.00% | new | NEW |
| Magnus Financial Group LLC | $278.0K | 16,080 | 0.02% | 22q | -3.7%-$10.6K |
| US BANCORP \DE\ | $264.5K | 15,295 | 0.00% | 22q | -55.0%-$322.9K |
| Farther Finance Advisors, LLC | $264.2K | 15,282 | 0.00% | 2q | +667.9%+$229.8K |
| Prostatis Group LLC | $256.3K | 14,822 | 0.06% | 5q | -15.8%-$48.1K |
| HRT FINANCIAL LP | $231.0K | 13,370 | 0.00% | new | NEW |
| Adams Wealth Management | $229.8K | 13,291 | 0.04% | 7q | -97.0%-$7.4M |
| CacheTech Inc. | $229.8K | 13,291 | 0.04% | 7q | -97.2%-$7.9M |
| Steward Partners Investment Advisory, LLC | $168.9K | 9,770 | 0.00% | 23q | -2.5%-$4.3K |
| LRI Investments, LLC | $155.6K | 9,000 | 0.01% | new | NEW |
| EPG Wealth Management LLC | $147.6K | 8,534 | 0.04% | 24q | +0.8%+$1.2K |
| IFP Advisors, Inc | $91.2K | 5,275 | 0.00% | 26q | HELD |
| OAKWORTH CAPITAL, INC. | $86.5K | 5,000 | 0.00% | 3q | HELD |
| BLAIR WILLIAM & CO/IL | $54.9K | 3,175 | 0.00% | 6q | HELD |
| Rockefeller Capital Management L.P. | $51.1K | 2,954 | 0.00% | 4q | HELD |
| TD Waterhouse Canada Inc. | $42.4K | 2,450 | 0.00% | 19q | HELD |
| Global Retirement Partners, LLC | $36.1K | 2,086 | 0.00% | 4q | +1.8% |
| Copia Wealth Management | $17.9K | 1,033 | 0.01% | 7q | HELD |
| Golden State Wealth Management, LLC | $15.7K | 906 | 0.00% | 7q | HELD |
| BANK OF MONTREAL /CAN/ | $13.0K | 750 | 0.00% | 24q | +275.0%+$9.5K |
| BFC Planning, Inc. | $12.4K | 715 | 0.00% | 7q | HELD |
| Capital Investment Advisory Services, LLC | $12.2K | 705 | 0.00% | 18q | -24.6%-$4.0K |
| Investors Research Corp | $11.1K | 642 | 0.00% | 17q | HELD |
| TOMPKINS FINANCIAL CORP | $10.9K | 630 | 0.00% | 18q | HELD |
| Realta Investment Advisors | $6.9K | 400 | 0.00% | new | NEW |
| Larson Financial Group LLC | $4.4K | 256 | 0.00% | 22q | +0.8% |
| West Branch Capital LLC | $4.0K | 230 | 0.00% | 22q | HELD |
| Nemes Rush Group LLC | $3.5K | 201 | 0.00% | new | NEW |
| MCGUIRE CAPITAL ADVISORS INC | $3.5K | 201 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $2.9K | 167 | 0.00% | 18q | -100.0%-$101.1M |
| Highland Investment Advisors LLC | $2.6K | 150 | 0.00% | new | FIRST |
| TRUST CO OF TOLEDO NA /OH/ | $2.1K | 123 | 0.00% | 5q | HELD |
| Allworth Financial LP | $2.0K | 116 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $175 | 10 | 0.00% | 3q | -28.6% |
| HIGHLINE WEALTH PARTNERS LLC | $22 | 1 | 0.00% | 16q | -66.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $42.6M | 2,520,962 | 0 | 2 | 6 | 0.0% |
| Q2 2026 | 68 | $117.0M | 6,754,470 | 8 | 15 | 26 | 0.1% |
| Q1 2026 | 81 | $287.2M | 15,333,327 | 11 | 26 | 24 | 0.1% |
| Q4 2025 | 92 | $279.4M | 14,589,716 | 14 | 21 | 38 | 0.0% |
| Q3 2025 | 92 | $213.4M | 10,984,509 | 22 | 25 | 22 | 0.7% |
| Q2 2025 | 74 | $157.8M | 8,027,252 | 12 | 20 | 22 | 0.6% |
| Q1 2025 | 89 | $322.6M | 17,232,871 | 11 | 22 | 35 | 0.2% |
| Q4 2024 | 105 | $307.6M | 17,315,537 | 9 | 24 | 46 | 0.1% |
| Q3 2024 | 127 | $439.7M | 22,630,521 | 23 | 43 | 36 | 0.1% |
| Q2 2024 | 118 | $392.8M | 21,209,144 | 12 | 29 | 48 | 0.0% |
| Q1 2024 | 122 | $659.2M | 34,826,097 | 8 | 36 | 49 | 0.0% |
| Q4 2023 | 143 | $713.8M | 34,526,623 | 20 | 25 | 61 | 0.0% |
| Q3 2023 | 139 | $574.7M | 27,947,424 | 23 | 32 | 54 | 0.0% |
| Q2 2023 | 133 | $445.3M | 21,527,168 | 11 | 40 | 51 | 0.0% |
| Q1 2023 | 135 | $394.0M | 17,265,345 | 8 | 30 | 65 | 0.1% |
| Q4 2022 | 157 | $568.2M | 25,042,597 | 13 | 28 | 92 | 0.2% |
| Q3 2022 | 170 | $4.9B | 223,127,917 | 13 | 39 | 87 | 0.0% |
| Q2 2022 | 191 | $11.2B | 443,823,631 | 17 | 38 | 98 | 0.0% |
| Q1 2022 | 197 | $15.1B | 590,726,142 | 27 | 42 | 100 | 0.0% |
| Q4 2021 | 219 | $18.4B | 683,458,219 | 14 | 67 | 95 | 0.0% |
| Q3 2021 | 240 | $12.8B | 458,982,588 | 33 | 109 | 67 | 0.0% |
| Q2 2021 | 240 | $8.4B | 305,066,015 | 53 | 126 | 46 | 0.1% |
| Q1 2021 | 218 | $16.5B | 577,978,024 | 116 | 78 | 11 | 0.0% |
| Q4 2020 | 105 | $7.4B | 263,459,032 | 41 | 41 | 12 | 0.0% |
| Q3 2020 | 70 | $1.6B | 59,768,132 | 42 | 20 | 4 | 0.0% |
| Q2 2020 | 30 | $169.4M | 6,242,990 | 18 | 7 | 2 | 0.0% |
| Q1 2020 | 15 | $209.7M | 8,120,804 | 6 | 6 | 0 | 0.0% |
| Q4 2019 | 11 | $40.5M | 1,598,088 | 4 | 6 | 0 | 0.0% |
| Q3 2019 | 9 | $19.6M | 770,975 | 6 | 2 | 0 | 0.0% |
| Q2 2019 | 3 | $7.6M | 291,002 | 2 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $106.0K | 3,852 | 1 | 0 | 0 | 0.0% |