Kraneshares Value Line DynamKVLEETF
13F holders, Q4 2025 (December 31)14holders +2
4new positions
2sold out
$25.58avg. 13F price*
At the end of Q4 2025, 14 institutions reported holding Kraneshares Value Line Dynam (KVLE) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($16.9M), Ascentis Independent Advisors ($941K) and Proactive Wealth Strategies LLC ($786K).
- Company
- Kraneshares Value Line Dynam
- CUSIP
- 500767645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.0M |
| Exits | 2 | $545K |
All 13F filers, Q3 2025 → Q4 2025: 56,639 shares bought and 98,194 shares sold, net −41,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| LPL Financial LLC | 0.00% | Reduce -2.3% | 661,498 | $16.9M |
| Ascentis Independent Advisors | 0.15% | New | 36,768 | $941K |
| Proactive Wealth Strategies LLC | 0.31% | Add +50.0% | 30,705 | $786K |
| GTS Securities LLC | 0.02% | Add +54.3% | 19,976 | $511K |
| Freedom Investment Management, Inc. | 0.14% | Reduce -75.8% | 19,438 | $497K |
| Cwm, LLC | 0.00% | No change | 2,391 | $61K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,227 | $57K |
| Allworth Financial LP | 0.00% | No change | 307 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 243 | $6K |
| Tucker Asset Management LLC | 0.00% | New | 217 | $6K |
| Global Retirement Partners, LLC | 0.00% | Reduce -71.0% | 215 | $6K |
| UBS Group AG | 0.00% | New | 164 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 134 | $3K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.9% | 2 | $46 |
"% of holder's portfolio" is KVLE's weight in each manager's 13F, not the share of Kraneshares Value Line Dynam the manager owns.