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KVLE · KraneShares Value Line Dynamic Dividend Equity Index ETF ETF

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$29.14 -0.03 (-0.10%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $3,062,055
Total Shares: 137,460

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2022
Top Holder
64.5%
Dec 2020 → Mar 2023 · range 64.5% – 100.0%
−24.7 pts
Top 5
100.0%
Dec 2020 → Mar 2023 · range 98.5% – 100.0%
+0.1 pts
Top 10
100.0%
Dec 2020 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
4,852
Dec 2020 → Mar 2023 · range 4,852 – 9,997
Highly concentrated−3,191

Quarterly Activity

vs Dec 31, 2022
New
2
Increased
0
Decreased
3
Sold Out
5
Unchanged
1
Holder count: -3
Institutional value: -86.1%
Shares held: -86.6%

Top Buyers

vs Dec 31, 2022
No qualifying movers this quarter.

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
UBS Group AG −632 520
ENVESTNET ASSET MANAGEMENT INC −350 88,710
OSAIC HOLDINGS, INC. −13 15,624

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
ORG Partners LLC 32,472 $723,346
EPG Wealth Management LLC 134 $2,984

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
3D/L Capital Management, LLC 915,942 $19,611,234
CWM, LLC 2,391 $51,193
Global Retirement Partners, LLC 1,806 $38,668
Geneos Wealth Management Inc. 300 $6,423
JPMORGAN CHASE & CO 119 $3
Filter: New 2 Increased 0 Reduced 3 Sold out 5 Unchanged 1
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
ENVESTNET ASSET MANAGEMENT INC KVLE $1,976,103 64.54% 88,710
ORG Partners LLC KVLE $723,346 23.62% 32,472
OSAIC HOLDINGS, INC. KVLE $348,039 11.37% 15,624
UBS Group AG KVLE $11,583 0.38% 520
EPG Wealth Management LLC KVLE $2,984 0.10% 134
PROEQUITIES, INC. KVLE $0 0.00% 0