DaveManuel.com · Institutional Ownership · Who Owns It
KRANESHARES TRUST (KBA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
46
Reporting holders
$46.7M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $10.3M | 300,621 | 0.00% | 35q | +7.1%+$689.2K |
| ROYAL BANK OF CANADA | $3.5M | 102,291 | 0.00% | 31q | +19.8%+$581.2K |
| BANK OF AMERICA CORP /DE/ | $3.3M | 97,166 | 0.00% | 31q | +3.0%+$97.5K |
| ENVESTNET ASSET MANAGEMENT INC | $3.3M | 96,617 | 0.00% | 7q | +9.7%+$295.1K |
| MML INVESTORS SERVICES, LLC | $2.8M | 82,679 | 0.01% | 7q | +20.1%+$476.5K |
| CORRADO ADVISORS, LLC | $2.3M | 65,457 | 1.04% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.0M | 58,017 | 0.00% | 30q | +0.8%+$16.8K |
| Spectrum Strategic Capital Management, LLC | $1.9M | 55,257 | 0.94% | 3q | HELD |
| MEITAV INVESTMENT HOUSE LTD | $1.4M | 41,927 | 0.01% | new | NEW |
| Phoenix Financial Ltd. | $1.4M | 40,962 | 0.01% | 14q | HELD |
| BlackRock, Inc. | $1.4M | 40,962 | 0.00% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 39,717 | 0.00% | 7q | +339.3%+$1.1M |
| HighTower Advisors, LLC | $1.3M | 39,004 | 0.00% | 2q | +7.2%+$90.0K |
| LAVELLE CAPITAL LP | $1.3M | 37,584 | 0.56% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.1M | 33,344 | 0.00% | 4q | HELD |
| UBS Group AG | $1.1M | 30,532 | 0.00% | 31q | -31.4%-$480.1K |
| OSAIC HOLDINGS, INC. | $1.0M | 30,500 | 0.00% | 26q | +46.4%+$332.7K |
| Hilltop Holdings Inc. | $715.2K | 20,785 | 0.06% | new | NEW |
| CITADEL ADVISORS LLC | $679.5K | 19,748 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $562.3K | 16,340 | 0.00% | 22q | +2988.8%+$544.1K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $538.5K | 15,650 | 0.29% | 13q | -3.9%-$21.7K |
| Delos Wealth Advisors, LLC | $413.5K | 12,018 | 0.21% | 9q | HELD |
| LPL Financial LLC | $401.8K | 11,678 | 0.00% | 31q | +46.0%+$126.6K |
| Fielder Capital Group LLC | $370.8K | 10,775 | 0.08% | 6q | HELD |
| COTTONWOOD CAPITAL ADVISORS, LLC | $370.0K | 10,754 | 0.22% | 19q | HELD |
| Larson Financial Group LLC | $295.9K | 8,600 | 0.01% | 3q | HELD |
| Corient Private Wealth LP | $295.9K | 8,600 | 0.00% | new | NEW |
| Stablepoint Partners, LLC | $274.9K | 7,988 | 0.04% | 11q | HELD |
| Ascentis Wealth Management, LLC | $175.3K | 5,096 | 0.03% | 8q | +11.7%+$18.4K |
| FIFTH THIRD BANCORP | $150.0K | 4,360 | 0.00% | 2q | HELD |
| Purpose Unlimited Inc. | $130.1K | 3,727 | 0.00% | 2q | HELD |
| Activest Wealth Management | $73.6K | 2,140 | 0.01% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $69.0K | 2,009 | 0.00% | 4q | +106.9%+$35.6K |
| BANK OF MONTREAL /CAN/ | $42.8K | 1,397 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $38.9K | 1,130 | 0.00% | 4q | -69.1%-$87.1K |
| CoreCap Advisors, LLC | $17.2K | 500 | 0.00% | 8q | HELD |
| Harbor Asset Planning, Inc. | $13.5K | 392 | 0.01% | 5q | HELD |
| Allworth Financial LP | $13.4K | 390 | 0.00% | 7q | -49.9%-$13.4K |
| LRI Investments, LLC | $7.3K | 212 | 0.00% | 10q | HELD |
| HARBOUR INVESTMENTS, INC. | $4.1K | 120 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $3.5K | 103 | 0.00% | 6q | -85.8%-$21.5K |
| FINANCIAL CONSULATE, INC | $3.4K | 100 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $3.4K | 100 | 0.00% | 26q | -92.5%-$42.2K |
| TOTH FINANCIAL ADVISORY CORP | $1.7K | 50 | 0.00% | 4q | HELD |
| Continuum Advisory, LLC | $1.2K | 34 | 0.00% | new | NEW |
| Strive Financial Group ,LLC | $860 | 25 | 0.00% | 3q | HELD |
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 | 11 | $5.9M | 189,506 | 2 | 3 | 0 | 0.0% |
| Q2 2026 | 46 | $46.7M | 1,357,458 | 9 | 13 | 6 | 0.0% |
| Q1 2026 | 41 | $34.9M | 1,154,084 | 6 | 9 | 12 | 0.0% |
| Q4 2025 | 46 | $40.8M | 1,319,011 | 6 | 7 | 19 | 0.0% |
| Q3 2025 | 54 | $67.4M | 2,213,456 | 19 | 18 | 5 | 1.2% |
| Q2 2025 | 40 | $31.4M | 1,266,674 | 3 | 7 | 16 | 2.1% |
| Q1 2025 | 47 | $42.0M | 1,718,655 | 8 | 15 | 12 | 3.4% |
| Q4 2024 | 42 | $37.9M | 1,598,101 | 10 | 10 | 8 | 1.0% |
| Q3 2024 | 36 | $38.5M | 1,431,082 | 4 | 7 | 13 | 0.0% |
| Q2 2024 | 37 | $43.7M | 1,996,413 | 6 | 6 | 13 | 0.1% |
| Q1 2024 | 36 | $70.9M | 3,314,309 | 6 | 8 | 13 | 0.0% |
| Q4 2023 | 36 | $100.5M | 4,608,245 | 1 | 9 | 13 | 0.1% |
| Q3 2023 | 43 | $249.1M | 10,952,575 | 4 | 6 | 16 | 0.1% |
| Q2 2023 | 45 | $223.8M | 9,701,364 | 3 | 10 | 14 | 0.1% |
| Q1 2023 | 56 | $263.6M | 10,156,343 | 6 | 10 | 22 | 0.1% |
| Q4 2022 | 62 | $272.0M | 10,649,068 | 10 | 12 | 21 | 0.1% |
| Q3 2022 | 60 | $376.8M | 12,343,067 | 9 | 8 | 15 | 0.2% |
| Q2 2022 | 73 | $526.6M | 13,552,470 | 15 | 16 | 24 | 0.2% |
| Q1 2022 | 70 | $536.7M | 14,646,035 | 7 | 21 | 21 | 0.1% |
| Q4 2021 | 82 | $1.5B | 35,293,508 | 17 | 15 | 20 | 0.0% |
| Q3 2021 | 69 | $718.4M | 15,684,694 | 9 | 12 | 24 | 0.1% |
| Q2 2021 | 79 | $754.4M | 15,731,742 | 11 | 17 | 17 | 0.2% |
| Q1 2021 | 79 | $673.2M | 15,187,226 | 14 | 21 | 23 | 0.2% |
| Q4 2020 | 100 | $688.8M | 15,006,000 | 22 | 27 | 20 | 0.0% |
| Q3 2020 | 87 | $494.7M | 12,527,486 | 23 | 15 | 15 | 0.1% |
| Q2 2020 | 68 | $394.3M | 11,598,700 | 10 | 9 | 22 | 0.2% |
| Q1 2020 | 73 | $369.8M | 12,532,604 | 14 | 24 | 16 | 0.1% |
| Q4 2019 | 75 | $537.8M | 16,536,652 | 10 | 19 | 19 | 0.2% |
| Q3 2019 | 70 | $456.4M | 15,213,995 | 9 | 17 | 23 | 0.2% |
| Q2 2019 | 73 | $357.3M | 11,352,931 | 15 | 26 | 14 | 1.6% |
| Q1 2019 | 67 | $236.1M | 6,663,539 | 22 | 21 | 7 | 10.0% |
| Q4 2018 | 47 | $110.2M | 4,476,201 | 0 | 0 | 1 | 0.6% |