CUSIP: 46143U849
Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / KNWLDL LD ETF
-
Total 13F shares
-
589,910
-
Share change
-
-93,778
-
Total reported value
-
$23,372,264
-
Price per share
-
$39.62
-
Number of holders
-
18
-
Value change
-
-$3,568,657
-
Number of buys
-
7
-
Number of sells
-
10
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 Q1 2023
As of 31 Mar 2023,
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
589,910 shares.
The largest 10 holders included
Capital Planning Advisors, LLC, JANE STREET GROUP, LLC, CAPTRUST FINANCIAL ADVISORS, CITADEL ADVISORS LLC, BANK OF MONTREAL /CAN/, LPL Financial LLC, New Republic Capital, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Royal Bank of Canada, and Lakeside Advisors, INC..
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 2023 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.