Kraneshares MT LC MN FT Id SKMLMETF

13F holders, Q1 2024 (March 31)
55holders
$29.89avg. 13F price*

At the end of Q1 2024, 55 institutions reported holding Kraneshares MT LC MN FT Id S (KMLM) in their 13F filings. The largest holders were Cwm, LLC ($12.1M), Wealthcare Advisory Partners LLC ($9.6M) and Ancora Advisors LLC ($8.2M).

Company
Kraneshares MT LC MN FT Id S
CUSIP
500767652
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 55Q1 2024Q2 2024: 55Q2 2024Q3 2024: 53Q3 2024Q4 2024: 57Q4 2024Q1 2025: 54Q1 2025Q2 2025: 49Q2 2025Q3 2025: 51Q3 2025Q4 2025: 46Q4 2025Q1 2026: 50Q1 2026Q2 2026: 61Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions10$17.1M
Exits16$13.1M

Ownership 55 holders

Cwm, LLC 0.06% New 404,341 $12.1M
Wealthcare Advisory Partners LLC 0.31% Add +3.5% 320,966 $9.6M
Ancora Advisors LLC 0.19% Reduce -1.9% 275,461 $8.2M
First Heartland Consultants, Inc. 0.46% Add +3.7% 148,699 $4.4M
Sound Financial Strategies Group, LLC 3.67% Reduce -0.8% 147,538 $4.4M
Royal Bank of Canada 0.00% Reduce -5.0% 136,890 $4.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +1.5% 127,279 $3.8M
RedJay Asset Management Inc. 2.23% Add +50.0% 120,000 $3.6M
Captrust Financial Advisors 0.01% Reduce -4.8% 117,875 $3.5M
Longview Financial Advisors, Inc. 2.36% Add +7.5% 105,120 $3.1M
Stegent Equity Advisors, Inc. 3.00% Reduce -19.4% 98,716 $3.0M
Tactive Advisors, LLC 1.41% New 88,838 $2.7M
Osaic Holdings, Inc. 0.00% Reduce -23.6% 72,847 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -39.5% 64,594 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +159.3% 56,876 $1.7M
New York Life Investment Management LLC 0.02% New 55,651 $1.7M
Jane Street Group, LLC 0.00% Reduce -79.4% 46,367 $1.4M
Bank of Montreal 0.00% Add +10418.8% 38,709 $1.2M
Cambria Investment Management, L.P. 0.07% Reduce -0.0% 37,314 $1.1M
Wealthcare Capital Management LLC 0.12% Reduce -19.2% 36,140 $1.1M
Naviter Wealth, LLC 0.17% Reduce -43.5% 34,680 $1.0M
Fermata Advisors, LLC 0.22% Reduce -40.4% 33,294 $995K
National Bank of Canada 0.00% Add +12.8% 28,259 $839K
CSS LLC 0.19% Add +17.9% 26,370 $788K
Visionary Wealth Advisors 0.05% Add +13.5% 24,323 $727K
Cumberland Partners Ltd 0.04% Add +5.5% 19,977 $597K
SteelPeak Wealth, LLC 0.03% No change 18,525 $554K
Nvwm, LLC 0.14% Add +4.0% 16,965 $507K
Astor Investment Management LLC 0.20% Reduce -35.6% 16,928 $506K
Cetera Investment Advisers 0.00% Reduce -47.0% 16,603 $496K
FMA Wealth Management, LLC 0.40% Add +74.7% 16,003 $478K
Hilltop Holdings Inc. 0.05% Add +4.0% 14,891 $445K
Commonwealth Equity Services, LLC 0.00% Add +75.8% 13,721 $410K
AlphaStar Capital Management, LLC 0.04% Add +32.9% 13,228 $395K
Triton Wealth Management, PLLC 0.24% Add +0.6% 11,192 $345K
Kitching Partners, LLC 0.64% New 11,198 $335K
Susquehanna International Group, LLP 0.00% Reduce -85.8% 10,901 $326K
Legacy Edge Advisors, LLC 0.07% Reduce -48.2% 10,596 $317K
Mgo One Seven LLC 0.02% Add +18.9% 10,464 $313K
Savvy Advisors, Inc. 0.18% Reduce -22.8% 10,438 $312K
Advisory Services Network, LLC 0.01% Reduce -6.1% 10,180 $304K
Apollon Wealth Management, LLC 0.01% Reduce -17.6% 9,309 $278K
Integrated Wealth Concepts LLC 0.00% Reduce -6.7% 8,680 $259K
Harbour Investments, Inc. 0.01% Reduce -18.5% 8,214 $246K
Level Four Advisory Services, LLC 0.01% New 8,145 $235K
Mather Group, Llc. 0.00% New 3,356 $97K
Morgan Stanley 0.00% Reduce -63.9% 1,606 $48K
Bank of America Corp. 0.00% New 1,602 $48K
Larson Financial Group LLC 0.00% No change 1,132 $34K
UBS Group AG 0.00% Reduce -92.3% 582 $17K
Global Assets Advisory, LLC 0.01% Reduce -96.7% 404 $12K
Simplex Trading, LLC 0.00% Add +300.0% 400 $11K
Christopher J. Hasenberg, Inc 0.00% New 113 $3K
CIBC Private Wealth Group LLC 0.00% New 3 $91
FMR LLC 0.00% New 1 $30

"% of holder's portfolio" is KMLM's weight in each manager's 13F, not the share of Kraneshares MT LC MN FT Id S the manager owns.