KVLE · KraneShares Value Line Dynamic Dividend Equity Index ETF ETF
$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.
Holders: 12
Total Value: $30,681,087
Total Shares: 1,233,163
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 12 13F filers · Δ vs Dec 31, 2025Top Holder
77.6%
−7.8 pts
Top 5
99.5%
+0.3 pts
Top 10
100.0%
+0.1 pts
HHI
6,185
Highly concentrated−1,165
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
5
Decreased
1
Sold Out
4
Unchanged
4
Holder count:
-2
Institutional value:
+54.9%
Shares held:
+59.3%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega LPL Financial LLC | +295,523 | 957,021 | |
| Micro Ascentis Independent Advisors | +75,956 | 112,724 | |
| Small Proactive Wealth Strategies LLC | +68,651 | 99,356 | |
| Mid GTS SECURITIES LLC | +22,391 | 42,367 | |
| Mega UBS Group AG | +1,755 | 1,919 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Micro Freedom Investment Management, Inc. | −3,367 | 16,071 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Farther Finance Advisors, LLC | 629 | $15,649 | |
| Mega MORGAN STANLEY | 1 | $24 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Kestra Advisory Services, LLC | 2,227 | $56,977 | |
| Small TUCKER ASSET MANAGEMENT LLC | 217 | $5,551 | |
| Mid Global Retirement Partners, LLC | 215 | $5,500 | |
| Large OSAIC HOLDINGS, INC. | 2 | $51 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega LPL Financial LLC KVLE | $23,810,682 | 77.61% | 957,021 | Shares | 2026-05-06 | |
| Micro Ascentis Independent Advisors KVLE | $2,804,571 | 9.14% | 112,724 | Shares | 2026-04-28 | |
| Small Proactive Wealth Strategies LLC KVLE | $2,471,977 | 8.06% | 99,356 | Shares | 2026-04-29 | |
| Mid GTS SECURITIES LLC Broker-Dealer KVLE | $1,054,090 | 3.44% | 42,367 | Shares | 2026-05-15 | |
| Micro Freedom Investment Management, Inc. KVLE | $399,846 | 1.30% | 16,071 | Shares | 2026-04-22 | |
| Large CWM, LLC KVLE | $59,488 | 0.19% | 2,391 | Shares | 2026-05-14 | |
| Mega UBS Group AG KVLE | $47,744 | 0.16% | 1,919 | Shares | 2026-05-05 | |
| Mid Farther Finance Advisors, LLC KVLE | $15,649 | 0.05% | 629 | Shares | 2026-04-07 | |
| Mid Allworth Financial LP KVLE | $7,638 | 0.02% | 307 | Shares | 2026-05-15 | |
| Mid EverSource Wealth Advisors, LLC KVLE | $6,045 | 0.02% | 243 | Shares | 2026-05-18 | |
| Small EPG Wealth Management LLC KVLE | $3,333 | 0.01% | 134 | Shares | 2026-05-07 | |
| Mega MORGAN STANLEY KVLE | $24 | 0.00% | 1 | Shares | 2026-05-15 |