Kraneshares Value Line DynamKVLEETF

13F holders, Q4 2024 (December 31)
15holders +1
1new positions
1sold out
$25.25avg. 13F price*

At the end of Q4 2024, 15 institutions reported holding Kraneshares Value Line Dynam (KVLE) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Freedom Investment Management, Inc. ($20.3M), Envestnet Asset Management Inc. ($1.2M) and GTS Securities LLC ($1.2M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$20K
Exits1$51

All 13F filers, Q3 2024 → Q4 2024: 38,471 shares bought and 56,285 shares sold, net −17,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Freedom Investment Management, Inc. 1.68% Reduce -6.0% 802,651 $20.3M
Envestnet Asset Management Inc. 0.00% Reduce -5.9% 48,826 $1.2M
GTS Securities LLC 0.06% Add +328.5% 46,888 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -3.7% 34,667 $875K
Lionshead Wealth Management, LLC 0.32% — 17,467 $441K
Envestnet Portfolio Solutions, Inc. 0.00% Add +15.2% 13,268 $335K
Cwm, LLC 0.00% No change 2,391 $60K
Global Retirement Partners, LLC 0.00% Add +0.5% 1,169 $30K
Allworth Financial LP 0.00% New 765 $20K
ORG Partners LLC 0.00% Reduce -3.6% 476 $12K
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 $5K
EPG Wealth Management LLC 0.00% No change 134 $3K
Osaic Holdings, Inc. 0.00% Reduce -99.8% 2 $55

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