DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
KMLM

KRANESHARES TRUST

52 institutions still hold KRANESHARES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 500767652·52 13F holders·last filed Mar 31, 2026
Market cap
3.1%
vs prior quarter
13F value held
$89M
51.0% inst. owned
of float
Holders
52
+106 QoQ
filers reporting
Activity
+11 / −43
+798 added · −844 reduced
this quarter
Concentration
31.38%
POTOMAC FUND MANAGEMENT INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

52 institutions reported KMLM in Q1 2026. POTOMAC FUND MANAGEMENT INC /ADV leads at 31.4% of the visible book. +106 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$28M995K0.98%Q1 2026
02
Ted Buchan & Co
CIK 0002033413
$9M307K3.15%Q1 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M257K0.00%Q1 2026
04
ABBINGTON INVESTMENT GROUP
CIK 0002088867
$7M244K4.00%Q1 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M164K0.00%Q1 2026
06
MANNING & NAPIER ADVISORS LLC
CIK 0000062039
$5M160K0.06%Q1 2026
07
Longview Financial Advisors, Inc.
CIK 0001786915
$4M135K2.32%Q1 2026
08
Sound Financial Strategies Group, LLC
CIK 0001800620
$3M113K2.18%Q1 2026
09
Illumine Investment Management, LLC
CIK 0002052970
$3M110K2.38%Q1 2026
10
GeoWealth Management, LLC
CIK 0001593387
$3M93K0.09%Q1 2026
11
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M90K0.00%Q1 2026
12
Latitude Advisors, LLC
CIK 0001843715
$2M79K1.02%Q1 2026
13
CSS LLC/IL
CIK 0001103646
$2M78K0.11%Q1 2026
14
Kovack Advisors, Inc.
CIK 0001728321
$2M71K0.11%Q1 2026
15
BANK OF MONTREAL /CAN/
CIK 0000927971
$2M69K0.00%Q1 2026
16
Lifetime Wealth Management P.C.
CIK 0002116339
$1M46K0.74%Q1 2026
17
NVWM, LLC
CIK 0001697274
$1M42K0.26%Q1 2026
18
ORG Wealth Partners, LLC
CIK 0002032602
$1M41K0.23%Q1 2026
19
ROYAL BANK OF CANADA
CIK 0001000275
$1M39K0.00%Q1 2026
20
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M38K0.00%Q1 2026
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