Who owns KVLE?
KraneShares Value Line Dynamic Dividend Equity Index ETF · KraneShares
11 institutions reported holding KVLE, worth $31.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KVLE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $27.8M | 987,779 | +30,758 shares |
| Proactive Wealth Strategies LLC | Marietta, GA | $2.9M | 102,806 | +3,450 shares |
| Freedom Investment Management, Inc. | South Windsor, CT | $453K | 16,071 | No change |
| GTS Securities LLC | New York, NY | $409K | 14,523 | −27,844 shares |
| UBS Group AG | Zurich, Switzerland | $21K | 747 | −1,172 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $18K | 629 | No change |
| Allworth Financial LP | Folsom, CA | $9K | 307 | No change |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $7K | 243 | No change |
| Global Retirement Partners, LLC | San Rafael, CA | $6K | 215 | New position |
| EPG Wealth Management LLC | Atlanta, GA | $4K | 134 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns KVLE?
11 institutional managers reported holding KVLE in Form 13F filings for June 30, 2026, worth $31.6M in total. The largest reported position was held by LPL Financial LLC, at $27.8M.
Did institutions buy or sell KVLE last quarter?
Reported 13F value rose 3.3% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is KVLE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.