12 institutions reported holding $31.6M of KRANESHARES TRUST (KVLE) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($27.8M), Proactive Wealth Strategies LLC ($2.9M), Freedom Investment Management, Inc. ($452,588), GTS SECURITIES LLC ($408,997), UBS Group AG ($21,037). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $27.8M | 987,779 | Added |
| 2 | Proactive Wealth Strategies LLC | $2.9M | 102,806 | Added |
| 3 | Freedom Investment Management, Inc. | $452,588 | 16,071 | Hold |
| 4 | GTS SECURITIES LLC | $408,997 | 14,523 | Trimmed |
| 5 | UBS Group AG | $21,037 | 747 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $17,714 | 629 | Hold |
| 7 | Allworth Financial LP | $8,646 | 307 | Hold |
| 8 | EverSource Wealth Advisors, LLC | $6,843 | 243 | Hold |
| 9 | Global Retirement Partners, LLC | $6,055 | 215 | Hold |
| 10 | EPG Wealth Management LLC | $3,774 | 134 | Hold |
| 11 | MORGAN STANLEY | $50 | 1 | Hold |
| 12 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30