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Kraneshares MT LC MN FT ID S (KMLM)

CUSIP: 500767652 | NYSE | 193 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Ted Buchan & Co307,159
3.2% of portfolio›$9.5M
Abbington Investment Group279,147
5.6% of portfolio›$8.7M
Alliance Wealth Advisors, LLC279,114
1.6% of portfolio›$8.7M
Compass Financial Management LLC164,636
0.6% of portfolio›$5.1M
Longview Financial Advisors, Inc.119,099
2.1% of portfolio›$3.7M
Sound Financial Strategies Group, LLC112,928
2.4% of portfolio›$3.5M
Latitude Advisors, LLC79,946
0.8% of portfolio›$2.5M
Altiora Financial Group, LLC75,300
0.4% of portfolio›$2.3M
Ascentis Wealth Management, LLC57,869
0.3% of portfolio›$1.8M
Exchange Traded Concepts, LLC57,324
0.0% of portfolio›$1.8M
Beacon Capital Management, Inc.53,548
0.1% of portfolio›$1.7M
Meredith Wealth Planning46,384
0.4% of portfolio›$1.4M
Nvwm, LLC43,275
0.3% of portfolio›$1.3M
Lifetime Wealth Management P.C.43,022
0.8% of portfolio›$1.3M
Claro Advisors Inc.40,583
0.1% of portfolio›$1.3M
Ascentis Independent Advisors40,079
0.1% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC37,129
0.0% of portfolio›$1.2M
SteelPeak Wealth, LLC36,417
0.0% of portfolio›$1.1M
Fermata Advisors, LLC32,352
0.2% of portfolio›$1.0M
Tactive Advisors, LLC32,151
0.2% of portfolio›$999.6K
Farther Finance Advisors, LLC28,567
0.0% of portfolio›$888.1K
FMA Wealth Management, LLC22,371
0.4% of portfolio›$695.5K
Atria Investments, Inc22,180
0.0% of portfolio›$689.6K
Invested Advisors19,020
0.5% of portfolio›$591.3K
Blueprint Investment Partners LLC18,189
0.0% of portfolio›$565.5K
Blueprint Financial Advisors LLC18,189
0.1% of portfolio›$565.5K
Worth Asset Management, LLC17,827
0.2% of portfolio›$554.2K
Visionary Wealth Advisors17,479
0.0% of portfolio›$543.4K
Wealthcare Advisory Partners LLC16,284
0.0% of portfolio›$506.3K
Creative Planning15,453
0.0% of portfolio›$480.4K
MGO One Seven LLC14,847
0.0% of portfolio›$461.6K
Signal Advisors Wealth, LLC12,824
0.0% of portfolio›$398.7K
Keeler Thomas Management LLC11,528
0.1% of portfolio›$358.4K
Independent Financial Group, LLC9,547
0.0% of portfolio›$296.8K
Ignite Planners, LLC9,349
0.0% of portfolio›$290.7K
IPG Investment Advisors LLC8,048
0.0% of portfolio›$250.2K
Kestra Advisory Services, LLC7,337
0.0% of portfolio›$228.1K
Hidden Cove Wealth Management, LLC6,918
0.1% of portfolio›$215.1K
Virginia Estate & Retirement Planning Advisors Inc.1,668
0.1% of portfolio›$51.9K
Mather Group, Llc.298
0.0% of portfolio›$9.3K
IFP Advisors, Inc152
0.0% of portfolio›$4.7K
Cape Investment Advisory, Inc.103
0.0% of portfolio›$3.2K
Assetmark, Inc36
0.0% of portfolio›$1.1K
Illumine Investment Management, LLC0
2.4% of portfolio›$3.5M
StyleTurnoverLocationFiled
Ted Buchan & Co
307,159$9.5M3.2%ETFLowSan Diego, CA2026-10-23
Abbington Investment Group
279,147$8.7M5.6%YieldMediumWestport, CT2026-11-03
Alliance Wealth Advisors, LLC
279,114$8.7M1.6%ETFHighCenterville, UT2026-10-28
Compass Financial Management LLC
164,636$5.1M0.6%CoreN/ATampa, FL2026-10-30
Longview Financial Advisors, Inc.
119,099$3.7M2.1%ETFVery LowHuntsville, AL2026-10-09
Sound Financial Strategies Group, LLC
112,928$3.5M2.4%ETFMediumMadison, MS2026-10-30
Latitude Advisors, LLC
79,946$2.5M0.8%ETFLowYorkville, IL2026-10-27
Altiora Financial Group, LLC
75,300$2.3M0.4%ETFLowLebanon, OH2026-11-04
Ascentis Wealth Management, LLC
57,869$1.8M0.3%Agg GrowthLowDallas, TX2026-11-03
Exchange Traded Concepts, LLC
57,324$1.8M0.0%GrowthMediumOklahoma City, OK2026-10-28
Beacon Capital Management, Inc.
53,548$1.7M0.1%ETFMediumDayton, OH2026-10-13
Meredith Wealth Planning
46,384$1.4M0.4%ETFLowMaryville, IL2026-10-14
Nvwm, LLC
43,275$1.3M0.3%GrowthMediumYardley, PA2026-10-14
Lifetime Wealth Management P.C.
43,022$1.3M0.8%YieldLowRockwall, TX2026-10-29
Claro Advisors Inc.
40,583$1.3M0.1%CoreLowBoston, MA2026-11-02
Ascentis Independent Advisors
40,079$1.2M0.1%ETFLowDallas, TX2026-11-03
Wealth Enhancement Advisory Services, LLC
37,129$1.2M0.0%CoreLowPlymouth, MN2026-10-13
SteelPeak Wealth, LLC
36,417$1.1M0.0%GrowthHighWoodland Hills, CA2026-10-16
Fermata Advisors, LLC
32,352$1.0M0.2%ETFLowSonoma, CA2026-10-13
Tactive Advisors, LLC
32,151$999.6K0.2%ETFHighJacksonville, FL2026-10-08
Farther Finance Advisors, LLC
28,567$888.1K0.0%IndexLowSan Francisco, CA2026-10-08
FMA Wealth Management, LLC
22,371$695.5K0.4%ETFVery LowDuxbury, MA2026-10-21
Atria Investments, Inc
22,180$689.6K0.0%CoreMediumCharlotte, NC2026-10-15
Invested Advisors
19,020$591.3K0.5%CoreMediumState College, PA2026-10-23
Blueprint Investment Partners LLC
18,189$565.5K0.0%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
18,189$565.5K0.1%GARPMediumGreensboto, NC2026-10-28
Worth Asset Management, LLC
17,827$554.2K0.2%ETFHighDallas, TX2026-10-07
Visionary Wealth Advisors
17,479$543.4K0.0%ETFLowO'Fallon, IL2026-11-04
Wealthcare Advisory Partners LLC
16,284$506.3K0.0%ETFLowWest Chester, PA2026-10-21
Creative Planning
15,453$480.4K0.0%IndexVery LowOverland Park, KS2026-11-02
MGO One Seven LLC
14,847$461.6K0.0%GrowthLowBeachwood, OH2026-10-28
Signal Advisors Wealth, LLC
12,824$398.7K0.0%ETFLowDetroit, MI2026-10-13
Keeler Thomas Management LLC
11,528$358.4K0.1%CoreHighOrem, UT2026-10-29
Independent Financial Group, LLC
9,547$296.8K0.0%GrowthLowSan Diego, CA2026-10-13
Ignite Planners, LLC
9,349$290.7K0.0%CoreLowSan Clemente, CA2026-10-14
IPG Investment Advisors LLC
8,048$250.2K0.0%CoreMediumSan Diego, CA2026-10-30
Kestra Advisory Services, LLC
7,337$228.1K0.0%CoreLowAustin, TX2026-11-02
Hidden Cove Wealth Management, LLC
6,918$215.1K0.1%GrowthHighBainbridge Island, WA2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
1,668$51.9K0.1%ETFLowGlen Allen, VA2026-10-14
Mather Group, Llc.
298$9.3K0.0%ETFMediumChicago, IL2026-10-14
IFP Advisors, Inc
152$4.7K0.0%GrowthLowTampa, FL2026-10-16
Cape Investment Advisory, Inc.
103$3.2K0.0%ETFLowMcdonough, GA2026-10-13
Assetmark, Inc
36$1.1K0.0%ETFLowConcord, CA2026-10-21
Illumine Investment Management, LLC
0$3.5M2.4%Agg GrowthVery LowPoulsbo, WA2026-10-22