KRANESHARES TRUST (IVOL)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
68
Reporting holders
$116.4M
Reported value
0.1%
Held as options
-9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $15.1M | 872,827 | 6.51% | 21q | +1.0%+$151.2K |
| RAYMOND JAMES FINANCIAL INC | $15.0M | 865,019 | 0.00% | 7q | +0.9%+$130.6K |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $13.7M | 791,991 | 7.79% | 11q | -35.4%-$7.5M |
| Financial Enhancement Group LLC | $13.3M | 766,757 | 1.58% | 4q | +13.4%+$1.6M |
| MORGAN STANLEY | $8.6M | 498,220 | 0.00% | 23q | -38.0%-$5.3M |
| Parkside Investments, LLC | $6.7M | 386,640 | 0.74% | 4q | -4.3%-$301.3K |
| Bleakley Financial Group, LLC | $5.3M | 309,160 | 0.07% | 15q | +27.7%+$1.2M |
| WELLS FARGO & COMPANY/MN | $4.4M | 256,294 | 0.00% | 23q | -73.4%-$12.2M |
| Regal Investment Advisors LLC | $3.1M | 177,461 | 0.16% | 21q | -28.2%-$1.2M |
| Professional Financial Management, Inc. | $3.1M | 177,105 | 3.11% | 3q | +5.0%+$146.3K |
| BCS Private Wealth Management, Inc. | $3.0M | 174,467 | 0.91% | 5q | -4.1%-$127.6K |
| Ballew Advisors, Inc | $2.6M | 151,181 | 1.36% | 3q | +2.5%+$65.1K |
| Pekin Hardy Strauss, Inc. | $2.3M | 130,449 | 0.20% | 24q | -32.2%-$1.1M |
| ROYAL BANK OF CANADA | $2.0M | 116,517 | 0.00% | 28q | -41.1%-$1.4M |
| OSAIC HOLDINGS, INC. | $2.0M | 113,193 | 0.00% | 26q | +324.9%+$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 98,591 | 0.00% | 6q | -69.1%-$3.8M |
| STIFEL FINANCIAL CORP | $1.5M | 88,882 | 0.00% | 24q | +463.4%+$1.3M |
| Chicago Partners Investment Group LLC | $1.2M | 72,263 | 0.02% | 25q | HELD |
| HighTower Advisors, LLC | $998.6K | 57,755 | 0.00% | 25q | -27.9%-$387.3K |
| LPL Financial LLC | $834.7K | 48,276 | 0.00% | 24q | -14.4%-$140.2K |
| Collaborative Capital Advisors LLC | $795.0K | 45,983 | 0.50% | new | FIRST |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $759.2K | 43,911 | 0.08% | 21q | HELD |
| Summit Financial, LLC | $672.3K | 38,884 | 0.01% | 4q | -1.7%-$11.9K |
| CITADEL ADVISORS LLC | $624.1K | 26,095 | 0.00% | 11q | +57.8%+$228.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $624.1K | 36,095 | 0.00% | 5q | +193.6%+$411.5K |
| Brucke Financial, Inc. | $620.9K | 35,912 | 0.28% | new | NEW |
| FIFTH THIRD BANCORP | $546.0K | 31,576 | 0.00% | 22q | -2.2%-$12.1K |
| Fortis Group Advisors, LLC | $542.6K | 31,381 | 0.09% | 15q | -25.7%-$187.6K |
| Mraz, Amerine & Associates, Inc. | $535.8K | 30,989 | 0.08% | 22q | HELD |
| Faithward Advisors, LLC | $534.9K | 30,934 | 0.07% | 22q | -2.2%-$12.2K |
| JANE STREET GROUP, LLC | $504.4K | 29,173 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $400.6K | 23,169 | 0.00% | 15q | HELD |
| GOLDMAN SACHS GROUP INC | $333.8K | 19,307 | 0.00% | new | NEW |
| Magnus Financial Group LLC | $278.0K | 16,080 | 0.02% | 22q | -3.7%-$10.6K |
| US BANCORP \DE\ | $264.5K | 15,295 | 0.00% | 22q | -55.0%-$322.9K |
| Farther Finance Advisors, LLC | $264.2K | 15,282 | 0.00% | 2q | +667.9%+$229.8K |
| Prostatis Group LLC | $256.3K | 14,822 | 0.06% | 5q | -15.8%-$48.1K |
| Adams Wealth Management | $229.8K | 13,291 | 0.04% | 7q | -97.0%-$7.4M |
| CacheTech Inc. | $229.8K | 13,291 | 0.04% | 7q | -97.2%-$7.9M |
| Steward Partners Investment Advisory, LLC | $168.9K | 9,770 | 0.00% | 23q | -2.5%-$4.3K |
| LRI Investments, LLC | $155.6K | 9,000 | 0.01% | new | NEW |
| EPG Wealth Management LLC | $147.6K | 8,534 | 0.04% | 24q | +0.8%+$1.2K |
| IFP Advisors, Inc | $91.2K | 5,275 | 0.00% | 26q | HELD |
| OAKWORTH CAPITAL, INC. | $86.5K | 5,000 | 0.00% | 3q | HELD |
| Wealth Enhancement Trust Services, Inc. | $60.1K | 3,135 | 0.00% | 3q | HELD |
| BLAIR WILLIAM & CO/IL | $54.9K | 3,175 | 0.00% | 6q | HELD |
| Rockefeller Capital Management L.P. | $51.1K | 2,954 | 0.00% | 4q | HELD |
| TD Waterhouse Canada Inc. | $42.4K | 2,450 | 0.00% | 19q | HELD |
| Global Retirement Partners, LLC | $36.1K | 2,086 | 0.00% | 4q | +1.8% |
| Integrated Wealth Concepts LLC | $29.4K | 1,700 | 0.00% | new | NEW |
| Copia Wealth Management | $17.9K | 1,033 | 0.01% | 7q | HELD |
| Golden State Wealth Management, LLC | $15.7K | 906 | 0.00% | 7q | HELD |
| BANK OF MONTREAL /CAN/ | $13.0K | 750 | 0.00% | 24q | +275.0%+$9.5K |
| Capital Investment Advisory Services, LLC | $12.2K | 705 | 0.00% | 18q | -24.6%-$4.0K |
| Investors Research Corp | $11.1K | 642 | 0.00% | 17q | HELD |
| TOMPKINS FINANCIAL CORP | $10.9K | 630 | 0.00% | 18q | HELD |
| Realta Investment Advisors | $6.9K | 400 | 0.00% | new | NEW |
| Larson Financial Group LLC | $4.4K | 256 | 0.00% | 22q | +0.8% |
| West Branch Capital LLC | $4.0K | 230 | 0.00% | 22q | HELD |
| Nemes Rush Group LLC | $3.5K | 201 | 0.00% | new | NEW |
| MCGUIRE CAPITAL ADVISORS INC | $3.5K | 201 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $2.9K | 167 | 0.00% | 18q | -100.0%-$101.1M |
| Highland Investment Advisors LLC | $2.6K | 150 | 0.00% | new | FIRST |
| TRUST CO OF TOLEDO NA /OH/ | $2.1K | 123 | 0.00% | 5q | HELD |
| Allworth Financial LP | $2.0K | 116 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $364 | 21,102 | 0.00% | 4q | -81.3%-$1.6K |
| HRT FINANCIAL LP | $231 | 13,370 | 0.00% | new | NEW |
| Arax Advisory Partners | $175 | 10 | 0.00% | 3q | -28.6% |
| MERCER GLOBAL ADVISORS INC /ADV | $121 | 7 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $22 | 1 | 0.00% | 16q | -66.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 68 | $116.4M | 6,724,125 | 9 | 15 | 25 | 0.1% |
| Q1 2026 | 77 | $293.6M | 15,678,784 | 10 | 25 | 23 | 0.1% |
| Q4 2025 | 88 | $278.2M | 14,526,963 | 14 | 19 | 37 | 0.0% |
| Q3 2025 | 85 | $210.3M | 10,820,153 | 19 | 24 | 21 | 0.7% |
| Q2 2025 | 69 | $153.4M | 7,803,840 | 12 | 17 | 22 | 0.7% |
| Q1 2025 | 81 | $320.8M | 17,137,169 | 10 | 19 | 32 | 0.2% |
| Q4 2024 | 95 | $303.2M | 17,067,223 | 9 | 22 | 40 | 0.1% |
| Q3 2024 | 115 | $429.1M | 22,184,872 | 21 | 36 | 35 | 0.1% |
| Q2 2024 | 108 | $389.7M | 21,039,228 | 10 | 27 | 45 | 0.0% |
| Q1 2024 | 109 | $643.6M | 34,000,609 | 7 | 35 | 42 | 0.0% |
| Q4 2023 | 128 | $701.9M | 33,951,662 | 16 | 23 | 56 | 0.0% |
| Q3 2023 | 127 | $563.3M | 27,393,423 | 22 | 27 | 49 | 0.0% |
| Q2 2023 | 118 | $428.2M | 20,747,515 | 7 | 37 | 44 | 0.0% |
| Q1 2023 | 122 | $375.7M | 16,473,154 | 7 | 28 | 57 | 0.1% |
| Q4 2022 | 132 | $455.6M | 20,147,286 | 12 | 24 | 75 | 0.3% |
| Q3 2022 | 172 | $594.0M | 26,678,674 | 14 | 39 | 86 | 0.0% |
| Q2 2022 | 193 | $980.8M | 38,641,441 | 17 | 39 | 99 | 0.1% |
| Q1 2022 | 198 | $1.0B | 41,181,471 | 27 | 42 | 101 | 0.0% |
| Q4 2021 | 220 | $1.6B | 57,625,784 | 14 | 67 | 95 | 0.0% |
| Q3 2021 | 241 | $2.2B | 77,643,209 | 33 | 109 | 67 | 0.1% |
| Q2 2021 | 241 | $2.1B | 76,936,956 | 53 | 127 | 46 | 0.2% |
| Q1 2021 | 220 | $1.5B | 51,761,775 | 117 | 79 | 11 | 0.5% |
| Q4 2020 | 105 | $405.9M | 14,537,203 | 41 | 41 | 12 | 0.0% |
| Q3 2020 | 70 | $216.7M | 7,902,050 | 42 | 20 | 4 | 0.0% |
| Q2 2020 | 30 | $65.0M | 2,395,841 | 18 | 7 | 2 | 0.0% |
| Q1 2020 | 15 | $16.3M | 631,301 | 6 | 6 | 0 | 0.0% |
| Q4 2019 | 11 | $10.4M | 410,277 | 4 | 6 | 0 | 0.0% |
| Q3 2019 | 9 | $10.8M | 425,321 | 6 | 2 | 0 | 0.0% |
| Q2 2019 | 3 | $7.6M | 291,002 | 2 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $106.0K | 3,852 | 1 | 0 | 0 | 0.0% |