INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW)

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.