DaveManuel.com · Institutional Ownership · Who Owns It
KRANESHARES TRUST (KSPY)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
20
Reporting holders
$85.4M
Reported value
0.0%
Calls
0.0%
Puts
-2
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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | $24.9M | 850,926 | 0.11% | 2q | +108.0%+$12.9M |
| LPL Financial LLC | $21.8M | 743,888 | 0.00% | 3q | +44.8%+$6.7M |
| Ball & Co Wealth Management Inc. | $11.0M | 373,902 | 7.77% | 2q | HELD |
| Brookwood Investment Group LLC | $6.7M | 229,417 | 0.76% | 4q | -11.5%-$870.4K |
| ENVESTNET ASSET MANAGEMENT INC | $6.3M | 214,730 | 0.00% | 6q | -5.5%-$365.1K |
| Cetera Investment Advisers | $6.2M | 210,196 | 0.01% | 6q | -3.4%-$215.6K |
| Sound Financial Strategies Group, LLC | $3.3M | 110,977 | 2.06% | 4q | HELD |
| Stratos Wealth Advisors, LLC | $1.3M | 43,463 | 0.07% | 4q | +5.2%+$62.9K |
| Summit Financial, LLC | $752.1K | 25,672 | 0.01% | 2q | +22.1%+$136.2K |
| JANE STREET GROUP, LLC | $568.2K | 19,395 | 0.00% | 3q | +48.4%+$185.2K |
| Reyes Financial Architecture, Inc. | $554.5K | 18,929 | 0.31% | new | NEW |
| PRIVATE TRUST CO NA | $440.0K | 15,019 | 0.04% | 3q | +7.9%+$32.4K |
| TRUIST FINANCIAL CORP | $392.6K | 13,402 | 0.00% | 3q | -13.1%-$59.3K |
| Belpointe Asset Management LLC | $378.2K | 12,910 | 0.01% | new | NEW |
| Centric Wealth Management | $303.5K | 10,692 | 0.05% | 6q | HELD |
| HighTower Advisors, LLC | $275.1K | 9,390 | 0.00% | 3q | +14.7%+$35.2K |
| &PARTNERS | $212.9K | 7,267 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $131.8K | 4,500 | 0.00% | 3q | HELD |
| Realta Investment Advisors | $49.8K | 1,700 | 0.02% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $967 | 33 | 0.00% | 8q | 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 | 7 | $8.0M | 266,365 | 3 | 1 | 1 | 0.0% |
| Q2 2026 | 20 | $85.4M | 2,916,408 | 4 | 7 | 4 | 0.0% |
| Q1 2026 | 22 | $63.9M | 2,329,110 | 5 | 6 | 6 | 0.0% |
| Q4 2025 | 18 | $35.9M | 1,309,370 | 8 | 7 | 2 | 0.0% |
| Q3 2025 | 12 | $27.7M | 977,775 | 5 | 3 | 1 | 0.0% |
| Q2 2025 | 9 | $15.8M | 593,827 | 2 | 2 | 2 | 0.0% |
| Q1 2025 | 7 | $8.5M | 334,060 | 3 | 2 | 1 | 0.0% |
| Q4 2024 | 5 | $1.5M | 59,861 | 2 | 1 | 0 | 0.0% |
| Q3 2024 | 3 | $662.2K | 26,268 | 3 | 0 | 0 | 0.0% |