KVLE Institutional Ownership
KraneShares Value Line Dynamic Dividend Equity Index ETF
1W: -0.7%
1M: -4.1%
3M: -1.7%
YTD: +8.7%
1Y: +0.6%
3Y: +44.9%
5Y: +49.5%
$27.84
+0.13 (+0.47%)
Weekly Expected Move ±1.5%
$27
$27
$28
$28
$29
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — KVLE
12
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
1
New Positions
2
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 987,779 | 27M | +30,758 | +3.2% | 5Q | SEC ↗ |
| 2 | Proactive Wealth Strategies LLC | 102,806 | 3M | +3,450 | +3.5% | 5Q | SEC ↗ |
| 3 | Freedom Investment Management, Inc. | 16,071 | 447K | — | +0.0% | 11Q | SEC ↗ |
| 4 | GTS SECURITIES LLC | 14,523 | 404K | -27,844 | -65.7% | 4Q | SEC ↗ |
| 5 | CWM, LLC | 2,391 | 67K | — | +0.0% | 14Q | SEC ↗ |
| 6 | UBS Group AG | 747 | 21K | -1,172 | -61.1% | 3Q | SEC ↗ |
| 7 | Farther Finance Advisors, LLC | 629 | 18K | — | +0.0% | 2Q | SEC ↗ |
| 8 | Allworth Financial LP | 307 | 9K | — | +0.0% | 7Q | SEC ↗ |
| 9 | EverSource Wealth Advisors, LLC | 243 | 7K | — | +0.0% | 13Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 215 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 11 | EPG Wealth Management LLC | 134 | 4K | — | +0.0% | 14Q | SEC ↗ |
| 12 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 0 | 0K | -2 | -100.0% | 19Q | SEC ↗ |
| 14 | Kestra Advisory Services, LLC | 0 | 0K | -2,227 | -100.0% | 1Q | SEC ↗ |
| 15 | TUCKER ASSET MANAGEMENT LLC | 0 | 0K | -217 | -100.0% | 1Q | SEC ↗ |
| 16 | Ascentis Independent Advisors | 0 | 0K | -112,724 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 215 | 6K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 112,724 | 3M |
| Kestra Advisory Services, LLC | 2,227 | 62K |
| TUCKER ASSET MANAGEMENT LLC | 217 | 6K |
| OSAIC HOLDINGS, INC. | 2 | 0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +30,758 | +3.2% | 987,779 |
| Proactive Wealth Strategies LLC | +3,450 | +3.5% | 102,806 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -27,844 | -65.7% | 14,523 |
| UBS Group AG | -1,172 | -61.1% | 747 |