KURV ETF TR (KGLD)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
10
Reporting holders
$2.1M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | $974.9K | 37,071 | 0.02% | 2q | +9.4%+$83.5K |
| NFSG Corp | $842.7K | 32,047 | 0.10% | 3q | +41.2%+$245.9K |
| Steward Partners Investment Advisory, LLC | $195.4K | 7,430 | 0.00% | 3q | -13.5%-$30.6K |
| Farther Finance Advisors, LLC | $35.1K | 1,335 | 0.00% | 2q | -93.0%-$463.4K |
| HARBOUR INVESTMENTS, INC. | $13.1K | 500 | 0.00% | 2q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $13.1K | 500 | 0.00% | 2q | +400.0%+$10.5K |
| IFS Advisors, LLC | $5.3K | 200 | 0.00% | 4q | HELD |
| City State Bank | $3.9K | 150 | 0.00% | 4q | HELD |
| UBS Group AG | $1.8K | 68 | 0.00% | 2q | -59.5%-$2.6K |
| Cambridge Investment Research Advisors, Inc. | $420 | 15,990 | 0.00% | new | NEW |
| MORGAN STANLEY | $30 | 1 | 0.00% | 2q | HELD |
| PIN OAK INVESTMENT ADVISORS INC | $11 | 400 | 0.00% | new | NEW |
| Avion Wealth | $7 | 300 | 0.00% | new | NEW |
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 | 10 | $2.1M | 79,302 | 0 | 3 | 3 | 0.0% |
| Q1 2026 | 12 | $3.0M | 93,066 | 8 | 2 | 0 | 0.0% |
| Q4 2025 | 4 | $149.6K | 4,903 | 2 | 0 | 0 | 0.0% |
| Q3 2025 | 3 | $332.9K | 11,827 | 3 | 0 | 0 | 0.0% |