INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW)

CUSIP: 46143U849

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / KNWLDL LD ETF
Total 13F shares
683,688
Share change
+15,534
Total reported value
$24,737,454
Price per share
$36.07
Number of holders
18
Value change
+$1,024,417
Number of buys
7
Number of sells
14

Quarterly Holders Quick Answers

What is CUSIP 46143U849?
CUSIP 46143U849 identifies KLDW - INVESTMENT MANAGERS SER TR - KNWLDL LD ETF in SEC institutional holdings data.

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Institutional Holders of INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW) as of Q4 2022

As of 31 Dec 2022, INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW) was held by 18 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 683,688 shares. The largest 10 holders included Capital Planning Advisors, LLC, JANE STREET GROUP, LLC, CAPTRUST FINANCIAL ADVISORS, Vivaldi Capital Management LP, HARBOR INVESTMENT ADVISORY, LLC, BANK OF MONTREAL /CAN/, Raymond James Financial Services Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, and Lakeside Advisors, INC.. This page lists 18 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.