INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW)

CUSIP: 46143U849

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / KNWLDL LD ETF
Total 13F shares
2,716,137
Share change
-48,303
Total reported value
$113,525,936
Price per share
$41.80
Number of holders
14
Value change
-$2,033,290
Number of buys
6
Number of sells
6

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 2023

As of 31 Dec 2023, INVESTMENT MANAGERS SER TR - KNWLDL LD ETF (KLDW) was held by 14 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,716,137 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, BANK OF MONTREAL /CAN/, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, Lakeside Advisors, INC., and LINCOLN NATIONAL CORP. This page lists 14 institutional shareholders reporting positions in this security for the Q4 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.