INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW)

CUSIP: 46143U849

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / KNWLDL LD ETF
Total 13F shares
588,343
Share change
-1,567
Total reported value
$23,994,988
Price per share
$40.78
Number of holders
16
Value change
-$62,649
Number of buys
5
Number of sells
12

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 Q2 2023

As of 30 Jun 2023, INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW) was held by 16 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 588,343 shares. The largest 10 holders included Capital Planning Advisors, LLC, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, CAPTRUST FINANCIAL ADVISORS, BANK OF MONTREAL /CAN/, RAYMOND JAMES & ASSOCIATES, LPL Financial LLC, New Republic Capital, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Lakeside Advisors, INC.. This page lists 16 institutional shareholders reporting positions in this security for the Q2 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.