KGLD Institutional Ownership
Kurv Gold Enhanced Income ETF
1W: -3.8%
1M: -6.8%
3M: -4.4%
YTD: -28.0%
1Y: +4.9%
$25.75
-0.23 (-0.89%)
Weekly Expected Move ±3.4%
$24
$25
$26
$27
$27
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Institutional Ownership — KGLD
14
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
3
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | 37,071 | 955K | +3,177 | +9.4% | 2Q | SEC ↗ |
| 2 | NFSG Corp | 32,047 | 825K | +9,352 | +41.2% | 3Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors NEW | 7,995 | 206K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Steward Partners Investment Advisory, | 7,430 | 191K | -1,164 | -13.5% | 3Q | SEC ↗ |
| 5 | Farther Finance Advisors, LLC | 1,335 | 34K | -17,620 | -93.0% | 2Q | SEC ↗ |
| 6 | HARBOUR INVESTMENTS, INC. | 500 | 13K | — | +0.0% | 2Q | SEC ↗ |
| 7 | SALEM INVESTMENT COUNSELORS INC | 500 | 13K | +400 | +400.0% | 2Q | SEC ↗ |
| 8 | PIN OAK INVESTMENT ADVISORS INC NEW | 400 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Avion Wealth NEW | 300 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 10 | CWM, LLC NEW | 218 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 11 | IFS Advisors, LLC | 200 | 5K | — | +0.0% | 4Q | SEC ↗ |
| 12 | City State Bank | 150 | 4K | — | +0.0% | 4Q | SEC ↗ |
| 13 | UBS Group AG | 68 | 2K | -100 | -59.5% | 2Q | SEC ↗ |
| 14 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC | 0 | 0K | -7,591 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Cambridge Investment Research Advis | 7,995 | 206K |
| PIN OAK INVESTMENT ADVISORS INC | 400 | 10K |
| Avion Wealth | 300 | 8K |
| CWM, LLC | 218 | 6K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 7,591 | 195K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NFSG Corp | +9,352 | +41.2% | 32,047 |
| Wealthcare Advisory Partners LLC | +3,177 | +9.4% | 37,071 |
| SALEM INVESTMENT COUNSELORS INC | +400 | +400.0% | 500 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | -17,620 | -93.0% | 1,335 |
| Steward Partners Investment Advisor | -1,164 | -13.5% | 7,430 |
| UBS Group AG | -100 | -59.5% | 68 |