KRANESHARES TRUST (KMLM)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
63
Reporting holders
$90.7M
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| Ted Buchan & Co | $8.5M | 309,090 | 2.78% | 9q | +0.5%+$46.5K |
| RAYMOND JAMES FINANCIAL INC | $8.4M | 304,197 | 0.00% | 7q | +18.5%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $7.4M | 270,164 | 0.00% | 17q | +64.7%+$2.9M |
| Alliance Wealth Advisors, LLC /UT | $7.1M | 257,219 | 1.33% | new | NEW |
| ABBINGTON INVESTMENT GROUP | $7.0M | 252,724 | 4.43% | 4q | +3.6%+$241.6K |
| MANNING & NAPIER ADVISORS LLC | $6.6M | 240,545 | 0.08% | 5q | +50.4%+$2.2M |
| Ascentis Wealth Management, LLC | $4.3M | 1,268,391 | 0.22% | 8q | +3004.8%+$4.2M |
| Longview Financial Advisors, Inc. | $3.5M | 127,935 | 2.06% | 11q | -5.0%-$183.8K |
| Sound Financial Strategies Group, LLC | $3.1M | 113,028 | 1.97% | 4q | HELD |
| Illumine Investment Management, LLC | $3.0M | 0 | 1.97% | 7q | -100.0% |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 91,204 | 0.00% | 13q | +0.8%+$20.3K |
| CSS LLC/IL | $2.2M | 80,747 | 0.09% | 12q | +3.5%+$74.9K |
| Latitude Advisors, LLC | $2.2M | 78,827 | 0.87% | 8q | -0.6%-$12.4K |
| BANK OF MONTREAL /CAN/ | $2.0M | 72,917 | 0.00% | 15q | +5.5%+$104.0K |
| LPL Financial LLC | $1.6M | 59,746 | 0.00% | new | NEW |
| Persium Advisors, LLC | $1.6M | 57,900 | 0.52% | new | NEW |
| Magnolia Private Wealth, LLC | $1.6M | 104,924 | 0.86% | 7q | +23.9%+$302.8K |
| Beacon Capital Management, Inc. | $1.5M | 55,464 | 0.09% | new | NEW |
| ROYAL BANK OF CANADA | $1.5M | 52,880 | 0.00% | 17q | +37.1%+$393.5K |
| Lifetime Wealth Management P.C. | $1.2M | 44,907 | 0.72% | 3q | -2.1%-$26.2K |
| NVWM, LLC | $1.1M | 41,195 | 0.23% | 15q | -1.4%-$15.7K |
| CIBC WORLD MARKET INC. | $941.6K | 34,215 | 0.00% | new | NEW |
| SteelPeak Wealth, LLC | $924.1K | 33,581 | 0.02% | new | NEW |
| Fermata Advisors, LLC | $848.6K | 30,837 | 0.17% | 12q | +5.1%+$41.1K |
| Ameritas Advisory Services, LLC | $744.9K | 27,068 | 0.02% | new | NEW |
| Altiora Financial Group, LLC | $659.8K | 23,975 | 0.10% | 2q | +47.5%+$212.6K |
| FMA Wealth Management, LLC | $626.5K | 22,765 | 0.40% | 11q | -0.8%-$5.2K |
| Atria Investments, Inc | $602.7K | 21,901 | 0.01% | 9q | +20.3%+$101.7K |
| WFA of San Diego, LLC | $521.6K | 18,111 | 0.43% | 11q | +7.1%+$34.8K |
| Farther Finance Advisors, LLC | $506.2K | 18,394 | 0.00% | new | NEW |
| Visionary Wealth Advisors | $498.0K | 18,095 | 0.02% | 13q | -11.5%-$64.6K |
| Blueprint Investment Partners LLC | $494.8K | 17,979 | 0.04% | 4q | +33.5%+$124.1K |
| Blueprint Financial Advisors LLC | $494.8K | 17,979 | 0.05% | 4q | +33.5%+$124.1K |
| FIDUCIARY FINANCIAL ADVISORS | $462.7K | 16,839 | 0.05% | new | NEW |
| Creative Planning | $425.3K | 15,453 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $416.6K | 15,135 | 0.02% | 2q | -78.8%-$1.5M |
| MGO ONE SEVEN LLC | $410.4K | 14,913 | 0.01% | 12q | +17.3%+$60.5K |
| Ancora Advisors LLC | $379.5K | 13,789 | 0.01% | 16q | -24.0%-$120.0K |
| Claro Advisors Inc. | $365.4K | 13,278 | 0.04% | new | NEW |
| INVESTED ADVISORS | $355.8K | 12,929 | 0.31% | new | NEW |
| PFG Investments, LLC | $281.0K | 10,212 | 0.01% | 5q | -6.1%-$18.1K |
| COMPASS FINANCIAL MANAGEMENT LLC | $276.5K | 9,850 | 0.03% | new | FIRST |
| Cetera Investment Advisers | $268.6K | 9,761 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $253.8K | 9,221 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $234.6K | 8,525 | 0.00% | new | NEW |
| IPG Investment Advisors LLC | $221.5K | 8,048 | 0.03% | 9q | HELD |
| Quadrature Capital Ltd | $204.0K | 7,413 | 0.00% | new | NEW |
| UBS Group AG | $102.0K | 3,705 | 0.00% | 2q | +826.2%+$91.0K |
| OSAIC HOLDINGS, INC. | $58.9K | 2,138 | 0.00% | 17q | -7.8%-$5.0K |
| Qube Research & Technologies Ltd | $45.0K | 1,635 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $17.5K | 636 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $17.2K | 624 | 0.00% | 2q | +1100.0%+$15.7K |
| FIFTH THIRD BANCORP | $11.2K | 408 | 0.00% | 8q | HELD |
| MATHER GROUP, LLC. | $8.2K | 298 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $3.6K | 130 | 0.00% | 2q | -49.8%-$3.6K |
| HARBOUR INVESTMENTS, INC. | $3.3K | 121 | 0.00% | 17q | +0.8% |
| NBT BANK, N.A. | $3.3K | 120 | 0.00% | 2q | HELD |
| Cape Investment Advisory, Inc. | $2.8K | 103 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $2.8K | 102 | 0.00% | new | NEW |
| ASSETMARK, INC | $1.3K | 48 | 0.00% | 2q | +700.0%+$1.2K |
| JPMORGAN CHASE & CO | $328 | 12 | 0.00% | new | NEW |
| Creative Capital Management Investments LLC | $110 | 4 | 0.00% | 7q | HELD |
| MORGAN STANLEY | $52 | 1 | 0.00% | 12q | HELD |
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 | 63 | $90.7M | 4,344,355 | 21 | 22 | 12 | 0.0% |
| Q1 2026 | 50 | $99.7M | 3,583,368 | 14 | 17 | 13 | 0.0% |
| Q4 2025 | 45 | $55.0M | 2,118,178 | 6 | 15 | 16 | 0.0% |
| Q3 2025 | 49 | $65.5M | 2,275,720 | 9 | 15 | 18 | 6.4% |
| Q2 2025 | 44 | $59.0M | 2,227,250 | 3 | 18 | 17 | 0.0% |
| Q1 2025 | 49 | $81.2M | 3,272,842 | 4 | 24 | 12 | 0.0% |
| Q4 2024 | 51 | $84.3M | 2,998,324 | 9 | 14 | 17 | 0.0% |
| Q3 2024 | 50 | $79.7M | 2,726,016 | 7 | 23 | 13 | 0.0% |
| Q2 2024 | 51 | $68.7M | 2,354,424 | 10 | 24 | 13 | 0.0% |
| Q1 2024 | 51 | $70.4M | 2,348,151 | 10 | 16 | 22 | 0.3% |
| Q4 2023 | 58 | $84.2M | 2,918,544 | 14 | 18 | 15 | 0.0% |
| Q3 2023 | 51 | $88.7M | 2,729,074 | 12 | 16 | 18 | 0.0% |
| Q2 2023 | 46 | $79.5M | 2,609,303 | 8 | 16 | 17 | 0.0% |
| Q1 2023 | 50 | $137.6M | 3,993,219 | 11 | 21 | 12 | 0.0% |
| Q4 2022 | 51 | $97.1M | 3,166,740 | 27 | 12 | 9 | 0.3% |
| Q3 2022 | 33 | $111.4M | 2,905,093 | 18 | 9 | 4 | 0.0% |
| Q2 2022 | 18 | $51.9M | 1,482,770 | 16 | 2 | 0 | 0.0% |
| Q1 2022 | 4 | $475.3K | 15,083 | 3 | 0 | 0 | 0.0% |
| Q4 2021 | 2 | $13.3K | 510 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $917.3K | 31,660 | 2 | 0 | 1 | 0.0% |
| Q2 2021 | 2 | $850.0K | 29,155 | 0 | 1 | 1 | 0.0% |
| Q1 2021 | 2 | $1.1M | 38,206 | 2 | 0 | 0 | 0.0% |