INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW)

CUSIP: 46143U849

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / KNWLDL LD ETF
Total 13F shares
2,764,440
Share change
+2,176,097
Total reported value
$106,417,745
Price per share
$38.50
Number of holders
13
Value change
+$83,685,952
Number of buys
6
Number of sells
9

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 Q3 2023

As of 30 Sep 2023, INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW) was held by 13 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,764,440 shares. The largest 10 holders included WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Capital Planning Advisors, LLC, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, CAPTRUST FINANCIAL ADVISORS, RAYMOND JAMES & ASSOCIATES, LPL Financial LLC, Lakeside Advisors, INC., LINCOLN NATIONAL CORP, and Royal Bank of Canada. This page lists 13 institutional shareholders reporting positions in this security for the Q3 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.