Kraneshares Value Line DynamKVLEETF

13F holders, Q1 2024 (March 31)
14holders
$24.13avg. 13F price*

At the end of Q1 2024, 14 institutions reported holding Kraneshares Value Line Dynam (KVLE) in their 13F filings. The largest holders were Freedom Investment Management, Inc. ($20.2M), Envestnet Asset Management Inc. ($1.4M) and Susquehanna International Group, LLP ($675K).

Company
Kraneshares Value Line Dynam
CUSIP
500767645
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 14Q1 2024Q2 2024: 13Q2 2024Q3 2024: 14Q3 2024Q4 2024: 15Q4 2024Q1 2025: 12Q1 2025Q2 2025: 14Q2 2025Q3 2025: 12Q3 2025Q4 2025: 14Q4 2025Q1 2026: 12Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$26
Exits1$708K

Ownership 14 holders

Freedom Investment Management, Inc. 1.62% Reduce -1.8% 838,758 $20.2M
Envestnet Asset Management Inc. 0.00% Reduce -4.9% 59,157 $1.4M
Susquehanna International Group, LLP 0.00% Add +29.4% 27,984 $675K
GTS Securities LLC 0.02% Add +36.2% 27,666 $668K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.9% 10,573 $255K
Cwm, LLC 0.00% No change 2,391 $58K
Global Retirement Partners, LLC 0.00% Add +0.9% 1,478 $36K
Osaic Holdings, Inc. 0.00% Reduce -8.5% 1,153 $28K
Geneos Wealth Management Inc. 0.00% No change 300 $7K
EverSource Wealth Advisors, LLC 0.00% No change 243 $6K
Tucker Asset Management LLC 0.00% No change 217 $5K
EPG Wealth Management LLC 0.00% No change 134 $3K
UBS Group AG 0.00% Reduce -94.5% 89 $2K
Morgan Stanley 0.00% New 1 $26

"% of holder's portfolio" is KVLE's weight in each manager's 13F, not the share of Kraneshares Value Line Dynam the manager owns.