13F Insight
DOSSIER · 13F Holders · Q2 2026
KGLD

KURV GOLD ENHANCED INCOME ETF

11 institutions still hold KURV GOLD ENHANCED INCOME ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 500948872·11 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
11
filers reporting
Concentration
46.59%
Wealthcare Advisory Partners LLC #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported KGLD in Q2 2026. Wealthcare Advisory Partners LLC leads at 46.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthcare Advisory Partners LLC
CIK 0001683059
$975K37K0.02%Q2 202602
Newbridge Financial Services Group, Inc.
CIK 0001879757
$843K32K0.10%Q2 202603
Steward Partners Investment Advisory, LLC
CIK 0001723397
$195K7K0.00%Q2 202604
Farther Finance Advisors, LLC
CIK 0001992825
$35K1K0.00%Q2 202605
SALEM INVESTMENT COUNSELORS INC
CIK 0000884423
$13K5000.00%Q2 202606
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$13K5000.00%Q2 202607
CWM, LLC
CIK 0001535847
$7K2180.00%Q1 202608
IFS Advisors, LLC
CIK 0001765617
$5K2000.00%Q2 202609
City State Bank
CIK 0001910666
$4K1500.00%Q2 202610
UBS Group AG
CIK 0001610520
$2K680.00%Q2 202611
MORGAN STANLEY
CIK 0000895421
$3010.00%Q2 2026