Kraneshares Value Line DynamKVLEETF

13F holders, Q3 2024 (September 30)
14holders +1
1new positions
1sold out
$26.54avg. 13F price*

At the end of Q3 2024, 14 institutions reported holding Kraneshares Value Line Dynam (KVLE) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Freedom Investment Management, Inc. ($22.7M), Envestnet Asset Management Inc. ($1.4M) and Susquehanna International Group, LLP ($955K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$51
Exits1$5K

All 13F filers, Q2 2024 → Q3 2024: 23,248 shares bought and 19,663 shares sold, net +3,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Freedom Investment Management, Inc. 1.80% Add +1.6% 853,479 $22.7M
Envestnet Asset Management Inc. 0.00% Reduce -5.5% 51,866 $1.4M
Susquehanna International Group, LLP 0.00% Add +36.5% 35,995 $955K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -3.5% 11,514 $306K
GTS Securities LLC 0.01% Reduce -56.5% 10,942 $290K
Cwm, LLC 0.00% No change 2,391 $63K
Global Retirement Partners, LLC 0.00% No change 1,163 $31K
Osaic Holdings, Inc. 0.00% Reduce -2.6% 1,072 $28K
ORG Partners LLC 0.00% Reduce -78.0% 494 $13K
Geneos Wealth Management Inc. 0.00% No change 300 $8K
EverSource Wealth Advisors, LLC 0.00% No change 243 $6K
Tucker Asset Management LLC 0.00% No change 217 $6K
EPG Wealth Management LLC 0.00% Add +0.0% 134 $4K
Morgan Stanley 0.00% New 1 $51

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