Axs Knowledge Leaders ETFKNOETF

13F holders, Q4 2024 (December 31)
16holders +4
5new positions
1sold out
$43.25avg. 13F price*

At the end of Q4 2024, 16 institutions reported holding Axs Knowledge Leaders ETF (KNO) in their 13F filings, up 4 from Q3 2024. 5 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($89.9M), Capital Planning Advisors, LLC ($14.4M) and Flow Traders U.S. LLC ($752K).

Company
Axs Knowledge Leaders ETF
Filed as
INVESTMENT MANAGERS SER TR I (Q4 2024)
CUSIP
46144X396
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q3 2024: 12Q3 2024Q4 2024: 16Q4 2024Q1 2025: 14Q1 2025Q2 2025: 14Q2 2025Q3 2025: 14Q3 2025Q4 2025: 15Q4 2025Q1 2026: 12Q1 2026Q2 2026: 13Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$849K
Exits1$243K

All 13F filers, Q3 2024 → Q4 2024: 59,528 shares bought and 61,850 shares sold, net −2,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Wealth Enhancement Advisory Services, LLC 0.17% Reduce -1.4% 2,078,127 $89.9M
Capital Planning Advisors, LLC 2.23% Add +13.6% 333,580 $14.4M
Flow Traders U.S. LLC 0.03% New 17,387 $752K
Jane Street Group, LLC 0.00% Reduce -54.7% 15,859 $686K
Captrust Financial Advisors 0.00% Reduce -39.5% 9,598 $415K
Bank of Marin 0.19% No change 5,456 $236K
Oppenheimer & Co. Inc. 0.00% Reduce -24.4% 4,961 $215K
Osaic Holdings, Inc. 0.00% Reduce -6.1% 4,237 $183K
Morgan Stanley 0.00% No change 1,755 $76K
Royal Bank of Canada 0.00% Reduce -15.9% 1,507 $65K
Bank of America Corp. 0.00% New 1,177 $51K
UBS Group AG 0.00% New 705 $30K
Laurel Wealth Advisors LLC 0.00% New 308 $13K
GAMMA Investing LLC 0.00% No change 250 $11K
JPMorgan Chase & Co. 0.00% New 47 $2K
Smartleaf Asset Management LLC 0.00% No change 4 $173

"% of holder's portfolio" is KNO's weight in each manager's 13F, not the share of Axs Knowledge Leaders ETF the manager owns.