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Kraneshares Bosera Msci Chin (KBA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Corrado Advisors, LLC
INCREASED
Shares69,555 from 65,457
Change+4,098 (+6%)
Value$2.2M (-$100.3K)
Filed 2026-10-27
Spectrum Strategic Capital Management, LLC
INCREASED
Shares56,025 from 55,257
Change+768 (+1%)
Value$1.7M (-$168.0K)
Filed 2026-10-22
Meitav Investment House LTD
UNCHANGED
Shares41,927 from 41,927
Change0 (0%)
Value$1.3M (-$145.5K)
Filed 2026-10-28
Lavelle Capital LP
DECREASED
Shares33,792 from 37,584
Change-3,792 (-10%)
Value$1.0M (-$247.7K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares24,547
Change+24,547
Value$759.4K
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares12,020 from 11,678
Change+342 (+3%)
Value$371.9K (-$29.9K)
Filed 2026-11-06
Cottonwood Capital Advisors, LLC
DECREASED
Shares10,740 from 10,754
Change-14 (0%)
Value$332.3K (-$37.7K)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$266.1K (-$29.8K)
Filed 2026-11-05
Invested Advisors
NEW
Shares8,244
Change+8,244
Value$255.1K
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares6,989 from 5,096
Change+1,893 (+37%)
Value$216.2K (+$40.9K)
Filed 2026-11-03
Stablepoint Partners, LLC
DECREASED
Shares6,686 from 7,988
Change-1,302 (-16%)
Value$206.9K (-$68.0K)
Filed 2026-11-03
Fifth Third Bancorp
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$134.9K (-$15.1K)
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$66.2K (-$7.4K)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$15.5K (-$1.7K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$13.4K ($0)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares220 from 103
Change+117 (+114%)
Value$6.8K (+$3.3K)
Filed 2026-10-16
Financial Consulate, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.1K (-$347)
Filed 2026-10-23
Toth Financial Advisory Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.5K (-$174)
Filed 2026-10-08
William Mack & Associates, Inc.
NEW
Shares5
Change+5
Value$165
Filed 2026-10-27
Harbor Asset Planning, Inc.
CLOSED
Shares0 from 392
Change-392 (-100%)
Value$0 (-$13.5K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 300,621
Change-300,621 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 102,291
Change-102,291 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 97,166
Change-97,166 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 96,617
Change-96,617 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 82,679
Change-82,679 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 58,017
Change-58,017 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 40,962
Change-40,962 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 40,962
Change-40,962 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,717
Change-39,717 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 39,004
Change-39,004 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,344
Change-33,344 (-100%)
Value—
UBS Group AG
N/A
Shares— from 30,532
Change-30,532 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 20,785
Change-20,785 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,748
Change-19,748 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,340
Change-16,340 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 15,650
Change-15,650 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 12,018
Change-12,018 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 10,775
Change-10,775 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Corrado Advisors, LLC
INCREASED69,55565,457+4,098+6%$2.3M$2.2M-$100.3K2026-10-27
Spectrum Strategic Capital Management, LLC
INCREASED56,02555,257+768+1%$1.9M$1.7M-$168.0K2026-10-22
Meitav Investment House LTD
UNCHANGED41,92741,92700%$1.4M$1.3M-$145.5K2026-10-28
Lavelle Capital LP
DECREASED33,79237,584-3,792-10%$1.3M$1.0M-$247.7K2026-11-03
Ascentis Independent Advisors
NEW24,547—+24,547——$759.4K—2026-11-03
LPL Financial LLC
INCREASED12,02011,678+342+3%$401.8K$371.9K-$29.9K2026-11-06
Cottonwood Capital Advisors, LLC
DECREASED10,74010,754-140%$370.0K$332.3K-$37.7K2026-10-20
Larson Financial Group LLC
UNCHANGED8,6008,60000%$295.9K$266.1K-$29.8K2026-11-05
Invested Advisors
NEW8,244—+8,244——$255.1K—2026-10-23
Ascentis Wealth Management, LLC
INCREASED6,9895,096+1,893+37%$175.3K$216.2K+$40.9K2026-11-03
Stablepoint Partners, LLC
DECREASED6,6867,988-1,302-16%$274.9K$206.9K-$68.0K2026-11-03
Fifth Third Bancorp
UNCHANGED4,3604,36000%$150.0K$134.9K-$15.1K2026-11-05
Activest Wealth Management
UNCHANGED2,1402,14000%$73.6K$66.2K-$7.4K2026-10-15
CoreCap Advisors, LLC
UNCHANGED50050000%$17.2K$15.5K-$1.7K2026-10-08
Allworth Financial LP
UNCHANGED39039000%$13.4K$13.4K$02026-11-06
IFP Advisors, Inc
INCREASED220103+117+114%$3.5K$6.8K+$3.3K2026-10-16
Financial Consulate, Inc
UNCHANGED10010000%$3.4K$3.1K-$3472026-10-23
Toth Financial Advisory Corp
UNCHANGED505000%$1.7K$1.5K-$1742026-10-08
William Mack & Associates, Inc.
NEW5—+5——$165—2026-10-27
Harbor Asset Planning, Inc.
CLOSED0392-392-100%$13.5K$0-$13.5K2026-10-23
Morgan Stanley
N/A—300,621-300,621-100%$10.3M———
Royal Bank of Canada
N/A—102,291-102,291-100%$3.5M———
Bank of America Corp
N/A—97,166-97,166-100%$3.3M———
Envestnet Asset Management Inc
N/A—96,617-96,617-100%$3.3M———
MML Investors Services, LLC
N/A—82,679-82,679-100%$2.8M———
Wells Fargo & Company
N/A—58,017-58,017-100%$2.0M———
Phoenix Financial Ltd.
N/A—40,962-40,962-100%$1.4M———
BlackRock, Inc.
N/A—40,962-40,962-100%$1.4M———
Raymond James Financial Inc
N/A—39,717-39,717-100%$1.4M———
HighTower Advisors, LLC
N/A—39,004-39,004-100%$1.3M———
Goldman Sachs Group Inc
N/A—33,344-33,344-100%$1.1M———
UBS Group AG
N/A—30,532-30,532-100%$1.1M———
Osaic Holdings, Inc.
N/A—30,500-30,500-100%$1.0M———
Hilltop Holdings Inc.
N/A—20,785-20,785-100%$715.2K———
Citadel Advisors LLC
N/A—19,748-19,748-100%$679.5K———
Northwestern Mutual Wealth Management Co
N/A—16,340-16,340-100%$562.3K———
TRU Independence Asset Management 2, LLC
N/A—15,650-15,650-100%$538.5K———
Delos Wealth Advisors, LLC
N/A—12,018-12,018-100%$413.5K———
Fielder Capital Group LLC
N/A—10,775-10,775-100%$370.8K———
Purpose Unlimited Inc.
N/A—3,727-3,727-100%$130.1K———
National Bank of Canada
N/A—2,009-2,009-100%$69.0K———
Bank of Montreal
N/A—1,397-1,397-100%$42.8K———
Rockefeller Capital Management L.P.
N/A—1,130-1,130-100%$38.9K———
LRI Investments, LLC
N/A—212-212-100%$7.3K———
Harbour Investments, Inc.
N/A—120-120-100%$4.1K———
Steward Partners Investment Advisory, LLC
N/A—100-100-100%$3.4K———
Continuum Advisory, LLC
N/A—34-34-100%$1.2K———
Strive Financial Group,LLC
N/A—25-25-100%$860———
Showing 48 of 48 institutions