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Kraneshares Value Line Dynam (KVLE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares985,359 from 987,779
Change-2,420 (0%)
Value$27.2M (-$606.3K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares116,048
Change+116,048
Value$3.2M
Filed 2026-11-03
Farther Finance Advisors, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$17.4K (-$344)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$8.6K ($0)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$6.7K (-$132)
Filed 2026-11-04
IFP Advisors, Inc
NEW
Shares192
Change+192
Value$5.3K
Filed 2026-10-16
EPG Wealth Management LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$3.7K (-$74)
Filed 2026-11-03
Proactive Wealth Strategies LLC
N/A
Shares— from 102,806
Change-102,806 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 16,071
Change-16,071 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,523
Change-14,523 (-100%)
Value—
UBS Group AG
N/A
Shares— from 747
Change-747 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED985,359987,779-2,4200%$27.8M$27.2M-$606.3K2026-11-06
Ascentis Independent Advisors
NEW116,048—+116,048——$3.2M—2026-11-03
Farther Finance Advisors, LLC
UNCHANGED62962900%$17.7K$17.4K-$3442026-10-08
Allworth Financial LP
UNCHANGED30730700%$8.6K$8.6K$02026-11-06
EverSource Wealth Advisors, LLC
UNCHANGED24324300%$6.8K$6.7K-$1322026-11-04
IFP Advisors, Inc
NEW192—+192——$5.3K—2026-10-16
EPG Wealth Management LLC
UNCHANGED13413400%$3.8K$3.7K-$742026-11-03
Proactive Wealth Strategies LLC
N/A—102,806-102,806-100%$2.9M———
Freedom Investment Management, Inc.
N/A—16,071-16,071-100%$452.6K———
GTS Securities LLC
N/A—14,523-14,523-100%$409.0K———
UBS Group AG
N/A—747-747-100%$21.0K———
Global Retirement Partners, LLC
N/A—215-215-100%$6.1K———
Morgan Stanley
N/A—1-1-100%$50———
Showing 13 of 13 institutions