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Kraneshares H HDG EQ IDX ETF (KSPY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares758,981 from 743,888
Change+15,093 (+2%)
Value$22.9M (+$1.1M)
Filed 2026-11-06
Ball & Co Wealth Management Inc.
DECREASED
Shares373,240 from 373,902
Change-662 (0%)
Value$11.2M (+$11.2M)
Filed 2026-11-05
Reyes Financial Architecture, Inc.
INCREASED
Shares156,686 from 18,929
Change+137,757 (+728%)
Value$4.7M (+$4.2M)
Filed 2026-10-22
Sound Financial Strategies Group, LLC
UNCHANGED
Shares110,977 from 110,977
Change0 (0%)
Value$3.3M (+$90.9K)
Filed 2026-10-30
Verdence Capital Advisors LLC
NEW
Shares86,450
Change+86,450
Value$2.6M
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares36,294
Change+36,294
Value$1.1M
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares19,271 from 13,402
Change+5,869 (+44%)
Value$580.3K (+$187.7K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares14,605 from 15,019
Change-414 (-3%)
Value$439.8K (-$170)
Filed 2026-10-20
Persium Advisors, LLC
NEW
Shares6,800
Change+6,800
Value$204.8K
Filed 2026-10-07
Golden State Wealth Management, LLC
NEW
Shares2,977
Change+2,977
Value$89.7K
Filed 2026-11-02
Realta Investment Advisors
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$51.2K (+$1.4K)
Filed 2026-10-14
IFP Advisors, Inc
NEW
Shares91
Change+91
Value$2.7K
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$994 (+$27)
Filed 2026-10-23
Private Advisor Group, LLC
N/A
Shares— from 850,926
Change-850,926 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 229,417
Change-229,417 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 214,730
Change-214,730 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 210,196
Change-210,196 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 43,463
Change-43,463 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,672
Change-25,672 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,395
Change-19,395 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,910
Change-12,910 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 10,692
Change-10,692 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 9,390
Change-9,390 (-100%)
Value—
&partners
N/A
Shares— from 7,267
Change-7,267 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Status
LPL Financial LLC
INCREASED758,981743,888+15,093+2%$21.8M$22.9M+$1.1M2026-11-06
Ball & Co Wealth Management Inc.
DECREASED373,240373,902-6620%$11.0K$11.2M+$11.2M2026-11-05
Reyes Financial Architecture, Inc.
INCREASED156,68618,929+137,757+728%$554.5K$4.7M+$4.2M2026-10-22
Sound Financial Strategies Group, LLC
UNCHANGED110,977110,97700%$3.3M$3.3M+$90.9K2026-10-30
Verdence Capital Advisors LLC
NEW86,450—+86,450——$2.6M—2026-10-26
Ascentis Independent Advisors
NEW36,294—+36,294——$1.1M—2026-11-03
Truist Financial Corp
INCREASED19,27113,402+5,869+44%$392.6K$580.3K+$187.7K2026-10-30
Private Trust Co NA
DECREASED14,60515,019-414-3%$440.0K$439.8K-$1702026-10-20
Persium Advisors, LLC
NEW6,800—+6,800——$204.8K—2026-10-07
Golden State Wealth Management, LLC
NEW2,977—+2,977——$89.7K—2026-11-02
Realta Investment Advisors
UNCHANGED1,7001,70000%$49.8K$51.2K+$1.4K2026-10-14
IFP Advisors, Inc
NEW91—+91——$2.7K—2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED333300%$967$994+$272026-10-23
Private Advisor Group, LLC
N/A—850,926-850,926-100%$24.9M———
Brookwood Investment Group LLC
N/A—229,417-229,417-100%$6.7M———
Envestnet Asset Management Inc
N/A—214,730-214,730-100%$6.3M———
Cetera Investment Advisers
N/A—210,196-210,196-100%$6.2M———
Stratos Wealth Advisors, LLC
N/A—43,463-43,463-100%$1.3M———
Summit Financial, LLC
N/A—25,672-25,672-100%$752.1K———
Jane Street Group, LLC
N/A—19,395-19,395-100%$568.2K———
Belpointe Asset Management LLC
N/A—12,910-12,910-100%$378.2K———
Centric Wealth Management
N/A—10,692-10,692-100%$303.5K———
HighTower Advisors, LLC
N/A—9,390-9,390-100%$275.1K———
&partners
N/A—7,267-7,267-100%$212.9K———
Osaic Holdings, Inc.
N/A—4,500-4,500-100%$131.9K———
Showing 25 of 25 institutions