Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MOUNT LUCAS ETF
-
Number of holders
-
53
-
Total 13F shares, excl. options
-
3,165,428
-
Shares change
-
+459,080
-
Total reported value, excl. options
-
$102,943,530
-
Value change
-
+$15,057,796
-
Number of buys
-
29
-
Number of sells
-
-29
-
Price
-
$32.57
Significant Holders of KRANESHARES TRUST - MOUNT LUCAS ETF (KMLM) as of Q3 2023
61 filings reported holding KMLM - KRANESHARES TRUST - MOUNT LUCAS ETF as of Q3 2023.
KRANESHARES TRUST - MOUNT LUCAS ETF (KMLM) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,165,428 shares
.
Largest 10 shareholders include First Heartland Consultants, Inc. (365,933 shares), Ancora Advisors, LLC (299,592 shares), Wealthcare Advisory Partners LLC (293,944 shares), PALLADIEM, LLC (269,735 shares), TRUIST FINANCIAL CORP (225,133 shares), HighTower Advisors, LLC (219,782 shares), CAPTRUST FINANCIAL ADVISORS (147,795 shares), Royal Bank of Canada (141,322 shares), ENVESTNET ASSET MANAGEMENT INC (130,411 shares), and Stegent Equity Advisors, Inc. (109,945 shares).
This table shows the top 53 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.