KMLM Institutional Ownership
KraneShares Mount Lucas Managed Futures Index Strategy ETF
1W: +0.6%
1M: +2.4%
3M: +12.8%
YTD: +19.1%
1Y: +15.9%
3Y: -4.1%
5Y: +24.6%
$31.08
-0.08 (-0.26%)
Weekly Expected Move ±1.6%
$30
$31
$31
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KMLM
72
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
87M
Total Invested
23
New Positions
22
Increased
21
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (80 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ted Buchan & Co | 309,090 | $10M | +1,689 | +0.5% | 9Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 304,197 | $9M | +47,585 | +18.5% | 7Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 270,164 | $8M | +106,093 | +64.7% | 17Q | SEC ↗ |
| 4 | Alliance Wealth Advisors, LLC /UT NEW | 257,219 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 5 | ABBINGTON INVESTMENT GROUP | 252,724 | $8M | +8,780 | +3.6% | 4Q | SEC ↗ |
| 6 | MANNING & NAPIER ADVISORS LLC | 240,545 | $7M | +80,574 | +50.4% | 5Q | SEC ↗ |
| 7 | Longview Financial Advisors, Inc. | 127,935 | $4M | -6,678 | -5.0% | 11Q | SEC ↗ |
| 8 | Sound Financial Strategies Group, LLC | 113,028 | $4M | -12 | -0.0% | 4Q | SEC ↗ |
| 9 | Magnolia Private Wealth, LLC | 104,924 | $3M | +20,209 | +23.9% | 7Q | SEC ↗ |
| 10 | CAPTRUST FINANCIAL ADVISORS | 91,204 | $3M | +738 | +0.8% | 13Q | SEC ↗ |
| 11 | CSS LLC/IL | 80,747 | $3M | +2,720 | +3.5% | 12Q | SEC ↗ |
| 12 | Latitude Advisors, LLC | 78,827 | $2M | -449 | -0.6% | 8Q | SEC ↗ |
| 13 | BANK OF MONTREAL /CAN | 72,917 | $2M | +3,778 | +5.5% | 15Q | SEC ↗ |
| 14 | LPL Financial LLC NEW | 59,746 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Beacon Capital Management, Inc. NEW | 55,464 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Ascentis Wealth Management, LLC | 55,057 | $2M | +14,204 | +34.8% | 8Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 52,880 | $2M | +14,301 | +37.1% | 17Q | SEC ↗ |
| 18 | Lifetime Wealth Management P.C. | 44,907 | $1M | -951 | -2.1% | 3Q | SEC ↗ |
| 19 | NVWM, LLC | 41,195 | $1M | -569 | -1.4% | 15Q | SEC ↗ |
| 20 | CIBC WORLD MARKET INC. NEW | 34,215 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | SteelPeak Wealth, LLC NEW | 33,581 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Fermata Advisors, LLC | 30,837 | $958K | +1,495 | +5.1% | 12Q | SEC ↗ |
| 23 | Persium Advisors, LLC NEW | 28,950 | $900K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Ameritas Advisory Services, LLC NEW | 27,068 | $841K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Altiora Financial Group, LLC | 23,975 | $745K | +7,725 | +47.5% | 2Q | SEC ↗ |
| 26 | FMA Wealth Management, LLC | 22,765 | $708K | -189 | -0.8% | 11Q | SEC ↗ |
| 27 | Atria Investments, Inc | 21,901 | $681K | +3,694 | +20.3% | 9Q | SEC ↗ |
| 28 | Farther Finance Advisors, LLC NEW | 18,394 | $572K | — | +0.0% | 1Q | SEC ↗ |
| 29 | WFA of San Diego, LLC | 18,111 | $563K | +1,207 | +7.1% | 5Q | SEC ↗ |
| 30 | Visionary Wealth Advisors | 18,095 | $562K | -2,348 | -11.5% | 13Q | SEC ↗ |
| 31 | Blueprint Financial Advisors LLC | 17,979 | $559K | +4,509 | +33.5% | 4Q | SEC ↗ |
| 32 | Blueprint Investment Partners LLC | 17,979 | $559K | +4,509 | +33.5% | 4Q | SEC ↗ |
| 33 | FIDUCIARY FINANCIAL ADVISORS NEW | 16,839 | $523K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Creative Planning NEW | 15,453 | $480K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Kovack Advisors, Inc. | 15,135 | $470K | -56,284 | -78.8% | 2Q | SEC ↗ |
| 36 | MGO ONE SEVEN LLC | 14,913 | $463K | +2,200 | +17.3% | 12Q | SEC ↗ |
| 37 | Ancora Advisors LLC | 13,789 | $429K | -4,360 | -24.0% | 16Q | SEC ↗ |
| 38 | Claro Advisors Inc. NEW | 13,278 | $413K | — | +0.0% | 1Q | SEC ↗ |
| 39 | INVESTED ADVISORS NEW | 12,929 | $402K | — | +0.0% | 1Q | SEC ↗ |
| 40 | PFG Investments, LLC | 10,212 | $317K | -658 | -6.1% | 5Q | SEC ↗ |
| 41 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 9,850 | $306K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Cetera Investment Advisers NEW | 9,761 | $303K | — | +0.0% | 1Q | SEC ↗ |
| 43 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 9,221 | $287K | — | +0.0% | 1Q | SEC ↗ |
| 44 | NewEdge Advisors, LLC NEW | 8,525 | $265K | — | +0.0% | 1Q | SEC ↗ |
| 45 | IPG Investment Advisors LLC | 8,048 | $250K | — | +0.0% | 9Q | SEC ↗ |
| 46 | Quadrature Capital Ltd NEW | 7,413 | $230K | — | +0.0% | 1Q | SEC ↗ |
| 47 | UBS Group AG | 3,705 | $115K | +3,305 | +826.2% | 2Q | SEC ↗ |
| 48 | OSAIC HOLDINGS, INC. | 2,138 | $66K | -180 | -7.8% | 17Q | SEC ↗ |
| 49 | Qube Research & Technologies Ltd NEW | 1,635 | $51K | — | +0.0% | 1Q | SEC ↗ |
| 50 | CWM, LLC | 655 | $20K | -185 | -22.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Alliance Wealth Advisors, LLC /UT | 257,219 | $8M |
| LPL Financial LLC | 59,746 | $2M |
| Beacon Capital Management, Inc. | 55,464 | $2M |
| CIBC WORLD MARKET INC. | 34,215 | $1M |
| SteelPeak Wealth, LLC | 33,581 | $1M |
| Persium Advisors, LLC | 28,950 | $900K |
| Ameritas Advisory Services, LLC | 27,068 | $841K |
| Farther Finance Advisors, LLC | 18,394 | $572K |
| FIDUCIARY FINANCIAL ADVISORS | 16,839 | $523K |
| Creative Planning | 15,453 | $480K |
| Claro Advisors Inc. | 13,278 | $413K |
| INVESTED ADVISORS | 12,929 | $402K |
| COMPASS FINANCIAL MANAGEMENT LLC | 9,850 | $306K |
| Cetera Investment Advisers | 9,761 | $303K |
| INDEPENDENT FINANCIAL GROUP, LLC | 9,221 | $287K |
| NewEdge Advisors, LLC | 8,525 | $265K |
| Quadrature Capital Ltd | 7,413 | $230K |
| Qube Research & Technologies Ltd | 1,635 | $51K |
| SIMPLEX TRADING, LLC | 636 | $20K |
| Global Retirement Partners, LLC | 130 | $4K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 995,402 | $31M |
| JANE STREET GROUP, LLC | 126,051 | $4M |
| GeoWealth Management, LLC | 93,321 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 37,970 | $1M |
| Ascentis Independent Advisors | 34,595 | $1M |
| Ferguson Shapiro LLC | 30,450 | $946K |
| Andina Capital Management, LLC | 29,225 | $908K |
| KITCHING PARTNERS, LLC | 15,380 | $478K |
| Tactive Advisors, LLC | 14,418 | $448K |
| Signal Advisors Wealth, LLC | 13,055 | $406K |
| Signet Private Wealth LLC | 9,926 | $309K |
| PFG Advisors | 9,753 | $303K |
| Worth Asset Management, LLC | 9,664 | $300K |
| Advisory Services Network, LLC | 5,059 | $157K |
| NATIONAL BANK OF CANADA /FI | 400 | $12K |
| Salomon & Ludwin, LLC | 61 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +106,093 | +64.7% | 270,164 |
| MANNING & NAPIER ADVISORS LLC | +80,574 | +50.4% | 240,545 |
| RAYMOND JAMES FINANCIAL INC | +47,585 | +18.5% | 304,197 |
| Magnolia Private Wealth, LLC | +20,209 | +23.9% | 104,924 |
| ROYAL BANK OF CANADA | +14,301 | +37.1% | 52,880 |
| Ascentis Wealth Management, LLC | +14,204 | +34.8% | 55,057 |
| ABBINGTON INVESTMENT GROUP | +8,780 | +3.6% | 252,724 |
| Altiora Financial Group, LLC | +7,725 | +47.5% | 23,975 |
| Blueprint Investment Partners LLC | +4,509 | +33.5% | 17,979 |
| Blueprint Financial Advisors LLC | +4,509 | +33.5% | 17,979 |
| BANK OF MONTREAL /CAN | +3,778 | +5.5% | 72,917 |
| Atria Investments, Inc | +3,694 | +20.3% | 21,901 |
| UBS Group AG | +3,305 | +826.2% | 3,705 |
| CSS LLC/IL | +2,720 | +3.5% | 80,747 |
| MGO ONE SEVEN LLC | +2,200 | +17.3% | 14,913 |
| Ted Buchan & Co | +1,689 | +0.5% | 309,090 |
| Fermata Advisors, LLC | +1,495 | +5.1% | 30,837 |
| WFA of San Diego, LLC | +1,207 | +7.1% | 18,111 |
| CAPTRUST FINANCIAL ADVISORS | +738 | +0.8% | 91,204 |
| WELLS FARGO & COMPANY/MN | +598 | +2300.0% | 624 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Illumine Investment Management, LLC | -109,677 | -100.0% | 0 |
| Kovack Advisors, Inc. | -56,284 | -78.8% | 15,135 |
| Longview Financial Advisors, Inc. | -6,678 | -5.0% | 127,935 |
| Ancora Advisors LLC | -4,360 | -24.0% | 13,789 |
| Visionary Wealth Advisors | -2,348 | -11.5% | 18,095 |
| Lifetime Wealth Management P.C. | -951 | -2.1% | 44,907 |
| PFG Investments, LLC | -658 | -6.1% | 10,212 |
| NVWM, LLC | -569 | -1.4% | 41,195 |
| Latitude Advisors, LLC | -449 | -0.6% | 78,827 |
| FMA Wealth Management, LLC | -189 | -0.8% | 22,765 |
| CWM, LLC | -185 | -22.0% | 655 |
| OSAIC HOLDINGS, INC. | -180 | -7.8% | 2,138 |
| Sound Financial Strategies Group, L | -12 | -0.0% | 113,028 |