DaveManuel.com · Institutional Ownership · Who Owns It
KRANESHARES TRUST (KMLM)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
62
Reporting holders
$87.1M
Reported value
0.0%
Calls
0.0%
Puts
+12
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 |
|---|---|---|---|---|---|
| Ted Buchan & Co | $8.5M | 309,090 | 2.78% | 9q | +0.5%+$46.5K |
| RAYMOND JAMES FINANCIAL INC | $8.4M | 304,197 | 0.00% | 7q | +18.5%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $7.4M | 270,164 | 0.00% | 17q | +64.7%+$2.9M |
| Alliance Wealth Advisors, LLC /UT | $7.1M | 257,219 | 1.33% | new | NEW |
| ABBINGTON INVESTMENT GROUP | $7.0M | 252,724 | 4.43% | 4q | +3.6%+$241.6K |
| MANNING & NAPIER ADVISORS LLC | $6.6M | 240,545 | 0.08% | 5q | +50.4%+$2.2M |
| Longview Financial Advisors, Inc. | $3.5M | 127,935 | 2.06% | 11q | -5.0%-$183.8K |
| Sound Financial Strategies Group, LLC | $3.1M | 113,028 | 1.97% | 4q | HELD |
| Illumine Investment Management, LLC | $3.0M | none filed | 1.97% | 7q | -100.0% |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 91,204 | 0.00% | 13q | +0.8%+$20.3K |
| CSS LLC/IL | $2.2M | 80,747 | 0.09% | 12q | +3.5%+$74.9K |
| Latitude Advisors, LLC | $2.2M | 78,827 | 0.87% | 8q | -0.6%-$12.4K |
| BANK OF MONTREAL /CAN/ | $2.0M | 72,917 | 0.00% | 15q | +5.5%+$104.0K |
| LPL Financial LLC | $1.6M | 59,746 | 0.00% | new | NEW |
| Magnolia Private Wealth, LLC | $1.6M | 104,924 | 0.86% | 7q | +23.9%+$302.8K |
| Beacon Capital Management, Inc. | $1.5M | 55,464 | 0.09% | new | NEW |
| Ascentis Wealth Management, LLC | $1.5M | 55,057 | 0.23% | 8q | +34.8%+$390.9K |
| ROYAL BANK OF CANADA | $1.5M | 52,880 | 0.00% | 17q | +37.1%+$393.5K |
| Lifetime Wealth Management P.C. | $1.2M | 44,907 | 0.72% | 3q | -2.1%-$26.2K |
| NVWM, LLC | $1.1M | 41,195 | 0.23% | 15q | -1.4%-$15.7K |
| CIBC WORLD MARKET INC. | $941.6K | 34,215 | 0.00% | new | NEW |
| SteelPeak Wealth, LLC | $924.1K | 33,581 | 0.02% | new | NEW |
| Fermata Advisors, LLC | $848.6K | 30,837 | 0.17% | 12q | +5.1%+$41.1K |
| Persium Advisors, LLC | $796.7K | 28,950 | 0.52% | new | NEW |
| Ameritas Advisory Services, LLC | $744.9K | 27,068 | 0.02% | new | NEW |
| Altiora Financial Group, LLC | $659.8K | 23,975 | 0.10% | 2q | +47.5%+$212.6K |
| FMA Wealth Management, LLC | $626.5K | 22,765 | 0.40% | 11q | -0.8%-$5.2K |
| Atria Investments, Inc | $602.7K | 21,901 | 0.01% | 9q | +20.3%+$101.7K |
| WFA of San Diego, LLC | $521.6K | 18,111 | 0.43% | 11q | +7.1%+$34.8K |
| Farther Finance Advisors, LLC | $506.2K | 18,394 | 0.00% | new | NEW |
| Visionary Wealth Advisors | $498.0K | 18,095 | 0.02% | 13q | -11.5%-$64.6K |
| Blueprint Investment Partners LLC | $494.8K | 17,979 | 0.04% | 4q | +33.5%+$124.1K |
| Blueprint Financial Advisors LLC | $494.8K | 17,979 | 0.05% | 4q | +33.5%+$124.1K |
| FIDUCIARY FINANCIAL ADVISORS | $462.7K | 16,839 | 0.05% | new | NEW |
| Creative Planning | $425.3K | 15,453 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $416.6K | 15,135 | 0.02% | 2q | -78.8%-$1.5M |
| MGO ONE SEVEN LLC | $410.4K | 14,913 | 0.01% | 12q | +17.3%+$60.5K |
| Ancora Advisors LLC | $379.5K | 13,789 | 0.01% | 16q | -24.0%-$120.0K |
| Claro Advisors Inc. | $365.4K | 13,278 | 0.04% | new | NEW |
| INVESTED ADVISORS | $355.8K | 12,929 | 0.31% | new | NEW |
| PFG Investments, LLC | $281.0K | 10,212 | 0.01% | 5q | -6.1%-$18.1K |
| COMPASS FINANCIAL MANAGEMENT LLC | $276.5K | 9,850 | 0.03% | new | FIRST |
| Cetera Investment Advisers | $268.6K | 9,761 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $253.8K | 9,221 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $234.6K | 8,525 | 0.00% | new | NEW |
| IPG Investment Advisors LLC | $221.5K | 8,048 | 0.03% | 9q | HELD |
| Quadrature Capital Ltd | $204.0K | 7,413 | 0.00% | new | NEW |
| UBS Group AG | $102.0K | 3,705 | 0.00% | 2q | +826.2%+$91.0K |
| OSAIC HOLDINGS, INC. | $58.9K | 2,138 | 0.00% | 17q | -7.8%-$5.0K |
| Qube Research & Technologies Ltd | $45.0K | 1,635 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $17.5K | 636 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $17.2K | 624 | 0.00% | 2q | +2300.0%+$16.5K |
| FIFTH THIRD BANCORP | $11.2K | 408 | 0.00% | 8q | HELD |
| MATHER GROUP, LLC. | $8.2K | 298 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $3.6K | 130 | 0.00% | 2q | -49.8%-$3.6K |
| HARBOUR INVESTMENTS, INC. | $3.3K | 121 | 0.00% | 17q | +0.8% |
| NBT BANK, N.A. | $3.3K | 120 | 0.00% | 2q | HELD |
| Cape Investment Advisory, Inc. | $2.8K | 103 | 0.00% | new | NEW |
| ASSETMARK, INC | $1.3K | 48 | 0.00% | 2q | +700.0%+$1.2K |
| JPMORGAN CHASE & CO | $328 | 12 | 0.00% | new | NEW |
| Creative Capital Management Investments LLC | $110 | 4 | 0.00% | 7q | HELD |
| MORGAN STANLEY | $52 | 1 | 0.00% | 12q | 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 | 33 | $46.9M | 1,396,817 | 12 | 11 | 6 | 0.0% |
| Q2 2026 | 62 | $87.1M | 3,101,969 | 20 | 22 | 12 | 0.0% |
| Q1 2026 | 50 | $99.7M | 3,583,342 | 14 | 17 | 13 | 0.0% |
| Q4 2025 | 46 | $55.0M | 2,119,018 | 6 | 16 | 16 | 0.0% |
| Q3 2025 | 52 | $68.1M | 2,371,751 | 9 | 16 | 20 | 6.2% |
| Q2 2025 | 49 | $63.9M | 2,411,690 | 4 | 18 | 20 | 0.0% |
| Q1 2025 | 54 | $85.2M | 3,419,462 | 4 | 27 | 14 | 0.0% |
| Q4 2024 | 57 | $88.9M | 3,163,050 | 12 | 15 | 19 | 0.0% |
| Q3 2024 | 53 | $97.3M | 3,330,059 | 7 | 26 | 13 | 0.0% |
| Q2 2024 | 56 | $86.1M | 2,952,679 | 12 | 26 | 14 | 0.0% |
| Q1 2024 | 57 | $88.2M | 2,943,017 | 12 | 19 | 22 | 0.2% |
| Q4 2023 | 62 | $89.5M | 3,103,577 | 16 | 18 | 17 | 0.0% |
| Q3 2023 | 53 | $102.9M | 3,165,428 | 12 | 17 | 19 | 0.0% |
| Q2 2023 | 49 | $82.5M | 2,706,348 | 10 | 17 | 17 | 0.0% |
| Q1 2023 | 53 | $140.2M | 4,081,807 | 14 | 21 | 12 | 0.0% |
| Q4 2022 | 57 | $101.7M | 3,318,779 | 30 | 13 | 11 | 0.2% |
| Q3 2022 | 33 | $202.8M | 5,286,709 | 18 | 9 | 4 | 0.0% |
| Q2 2022 | 18 | $135.8M | 3,894,356 | 16 | 2 | 0 | 0.0% |
| Q1 2022 | 4 | $791.0K | 25,073 | 3 | 0 | 0 | 0.0% |
| Q4 2021 | 2 | $278.0K | 10,500 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $1.2M | 41,650 | 2 | 0 | 1 | 0.0% |
| Q2 2021 | 2 | $850.0K | 29,155 | 0 | 1 | 1 | 0.0% |
| Q1 2021 | 2 | $1.1M | 38,206 | 2 | 0 | 0 | 0.0% |