14 institutions reported holding $30.7M of KRANESHARES TRUST (KVLE) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($23.8M), Golden State Equity Partners ($2.8M), Proactive Wealth Strategies LLC ($2.5M), GTS SECURITIES LLC ($1.1M), Freedom Investment Management, Inc. ($399,846). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $23.8M | 957,021 | Added |
| 2 | Golden State Equity Partners | $2.8M | 112,724 | Added |
| 3 | Proactive Wealth Strategies LLC | $2.5M | 99,356 | Added |
| 4 | GTS SECURITIES LLC | $1.1M | 42,367 | Added |
| 5 | Freedom Investment Management, Inc. | $399,846 | 16,071 | Trimmed |
| 6 | CWM, LLC | $59,488 | 2,391 | Hold |
| 7 | UBS Group AG | $47,745 | 1,919 | Added |
| 8 | Farther Finance Advisors, LLC | $15,687 | 629 | New |
| 9 | Allworth Financial LP | $7,639 | 307 | Hold |
| 10 | EverSource Wealth Advisors, LLC | $6,046 | 243 | Hold |
| 11 | EPG Wealth Management LLC | $3,334 | 134 | Hold |
| 12 | MORGAN STANLEY | $31 | 1 | New |
| 13 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 14 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31