DOSSIER · 13F Holders · Q3 2026
KGLD

KURV GOLD ENHANCED INCOME ETF

13 institutions still hold KURV GOLD ENHANCED INCOME ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 500948872·13 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
13
filers reporting
Concentration
43.37%
Newbridge Financial Services Group, Inc. #1
top holder share
AI Holders Summary · Q3 2026

13 institutions reported KGLD in Q3 2026. Newbridge Financial Services Group, Inc. leads at 43.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Newbridge Financial Services Group, Inc.
CIK 0001879757
$1M51K0.15%Q3 2026
02
Wealthcare Advisory Partners LLC
CIK 0001683059
$1M41K0.02%Q3 2026
03
Pekin Hardy Strauss, Inc.
CIK 0001020317
$286K11K0.03%Q3 2026
04
Steward Partners Investment Advisory, LLC
CIK 0001723397
$195K7K0.00%Q2 2026
05
VALLEY WEALTH MANAGERS, INC.
CIK 0000924166
$98K4K0.01%Q3 2026
06
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$27K1K0.00%Q3 2026
07
EverSource Wealth Advisors, LLC
CIK 0001710537
$26K1K0.00%Q3 2026
08
City State Bank
CIK 0001910666
$8K3000.00%Q3 2026
09
CWM, LLC
CIK 0001535847
$7K2180.00%Q1 2026
10
Avion Wealth
CIK 0001792704
$7K3000.00%Q3 2026
11
IFS Advisors, LLC
CIK 0001765617
$5K2000.00%Q3 2026
12
Roble, Belko & Company, Inc
CIK 0001642305
$4K1450.00%Q3 2026
13
MORGAN STANLEY
CIK 0000895421
$3010.00%Q2 2026