Kraneshares Value Line DynamKVLEETF
13F holders, Q1 2026 (March 31)12holders −2
2new positions
3sold out
$24.88avg. 13F price*
At the end of Q1 2026, 12 institutions reported holding Kraneshares Value Line Dynam (KVLE) in their 13F filings, down 2 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($23.8M), Ascentis Independent Advisors ($2.8M) and Proactive Wealth Strategies LLC ($2.5M).
- Company
- Kraneshares Value Line Dynam
- CUSIP
- 500767645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $16K |
| Exits | 3 | $63K |
All 13F filers, Q4 2025 → Q1 2026: 464,906 shares bought and 5,813 shares sold, net +459,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| LPL Financial LLC | 0.01% | Add +44.7% | 957,021 | $23.8M |
| Ascentis Independent Advisors | 0.21% | Add +206.6% | 112,724 | $2.8M |
| Proactive Wealth Strategies LLC | 0.46% | Add +223.6% | 99,356 | $2.5M |
| GTS Securities LLC | 0.04% | Add +112.1% | 42,367 | $1.1M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -17.3% | 16,071 | $400K |
| Cwm, LLC | 0.00% | No change | 2,391 | $59K |
| UBS Group AG | 0.00% | Add +1070.1% | 1,919 | $48K |
| Farther Finance Advisors, LLC | 0.00% | New | 629 | $16K |
| Allworth Financial LP | 0.00% | No change | 307 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 243 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 134 | $3K |
| Morgan Stanley | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is KVLE's weight in each manager's 13F, not the share of Kraneshares Value Line Dynam the manager owns.