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KraneShares Mount Lucas Managed Futures Index Strategy ETF (KMLM) Institutional Ownership

KraneShares Mount Lucas Managed Futures Index Strategy ETF logo
$26.19 +0.14 (+0.54%)
Closing price 08/4/2025 04:10 PM Eastern
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$26.30 +0.11 (+0.40%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for KraneShares Mount Lucas Managed Futures Index Strategy ETF (NYSEARCA:KMLM)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$15.68M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$11.99M
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KMLM Institutional Buying and Selling by Quarter

KraneShares Mount Lucas Managed Futures Index Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Integrity Alliance LLC.14,098$372K0.0%N/A0.203%
8/1/2025 Envestnet Asset Management Inc.52,822$1.39M0.0%-61.0%0.760%
7/31/2025 Longview Financial Advisors Inc.119,353$3.15M2.7%-5.9%1.717%
7/29/2025 Latitude Advisors LLC73,881$1.95M1.0%-10.5%1.063%
7/22/2025 Wealthcare Capital Partners LLC34,112$900K0.5%+5.7%0.491%
7/22/2025 Wealthcare Advisory Partners LLC91,202$2.41M0.1%-1.8%1.312%
7/18/2025 Magnolia Private Wealth LLC78,831$2.08M1.6%-79.8%1.126%
7/18/2025 PFG Investments LLC10,445$275K0.0%N/A0.149%
7/16/2025 ORG Wealth Partners LLC30,334$801K0.2%+8.1%0.433%
7/16/2025 ORG Partners LLC19,536$516K0.1%-2.0%0.279%
7/15/2025 Fifth Third Bancorp2,040$54K0.0%+60.3%0.029%
7/9/2025 Fermata Advisors LLC35,856$946K0.3%-7.7%0.512%
5/7/2025Frontier Asset Management LLC27,761$757K0.2%-10.3%0.368%
5/7/2025Nvwm LLC19,714$538K0.1%-4.4%0.261%
4/28/2025 Longview Financial Advisors Inc.126,779$3.46M3.0%+2.5%1.679%
4/23/2025 PMV Capital Advisers LLC96,016$2.62M6.4%+442.4%1.272%
4/15/2025 Magnolia Private Wealth LLC390,858$10.66M5.9%+477.5%4.825%
2/17/2025Captrust Financial Advisors126,524$3.56M0.0%-1.0%1.390%
2/10/2025 Farther Finance Advisors LLC3,000$84K0.0%+50.0%0.033%
2/7/2025Frontier Asset Management LLC30,954$870K0.3%N/A0.340%
2/5/2025 Magnolia Private Wealth LLC67,684$1.90M1.1%N/A0.744%
2/3/2025 Longview Financial Advisors Inc.123,627$3.47M2.7%+16.8%1.359%
1/27/2025Nvwm LLC20,617$579K0.1%+8.2%0.227%
1/23/2025 Strategic Blueprint LLC7,557$212K0.0%N/A0.083%
11/15/2024Integrated Wealth Concepts LLC8,007$234K0.0%-5.5%0.088%
11/14/2024Captrust Financial Advisors127,752$3.73M0.0%+6.3%1.404%
10/29/2024Nvwm LLC19,060$557K0.1%+5.9%0.209%
10/29/2024 Farther Finance Advisors LLC2,000$58K0.0%N/A0.022%
10/16/2024 Longview Financial Advisors Inc.97,750$2.82M2.6%-7.7%1.074%
10/11/2024 ORG Partners LLC13,602$398K0.1%-61.3%0.149%
7/16/2024 ORG Partners LLC35,131$1.03M0.1%N/A0.386%
5/7/2024Nvwm LLC16,965$507K0.1%+4.0%0.186%
2/8/2024First Heartland Consultants Inc.143,451$4.13M0.5%-60.8%1.688%
2/8/2024Nvwm LLC16,305$470K0.1%+339.3%0.192%
1/29/2024 ORG Partners LLC35,689$1.03M0.2%-1.6%0.420%
11/13/2023Cary Street Partners Investment Advisory LLC8,792$286K0.0%+339.6%0.103%
11/9/2023First Heartland Consultants Inc.365,933$11.92M1.5%+0.5%4.305%
11/3/2023 ORG Partners LLC36,272$1.18M0.5%-38.1%0.427%
10/30/2023Nvwm LLC3,712$121K0.0%+79.8%0.044%
8/10/2023Cary Street Partners Investment Advisory LLC2,000$61K0.0%N/A0.024%
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7/26/2023First Heartland Consultants Inc.364,006$11.09M1.4%+72.5%4.136%
7/17/2023 Wealthcare Advisory Partners LLC246,805$7.52M0.3%+15.5%2.805%
6/1/2023 ORG Partners LLC59,971$1.77M0.4%N/A0.681%
5/8/2023Cumberland Partners Ltd18,052$532K0.1%+17.0%0.205%
5/8/2023WealthShield Partners LLC52,329$1.54M0.2%+2.0%0.595%
5/8/2023 Steel Peak Wealth Management LLC16,675$492K0.0%N/A0.189%
5/8/2023ProVise Management Group LLC14,120$416K0.0%-13.1%0.160%
4/17/2023WFA of San Diego LLC20,360$600K0.6%+322.1%0.242%
4/17/2023First Heartland Consultants Inc.211,042$6.22M0.9%N/A2.512%
4/13/2023 Fermata Advisors LLC8,184$241K0.1%-83.2%0.097%
4/12/2023 Worth Asset Management LLC1,360$40K0.0%-41.4%0.016%
2/10/2023CoreCap Advisors LLC35,393$1.08M0.1%-1.8%0.421%
1/31/2023WFA of San Diego LLC4,823$147K0.1%N/A0.057%
1/31/2023 Naviter Wealth LLC86,667$2.52M0.7%N/A1.032%
11/15/2022 Mainstay Capital Management LLC ADV48,554$1.86M0.5%N/A0.517%
11/15/2022Palladiem LLC161,315$6.19M6.5%N/A1.716%
11/15/2022 Fermata Advisors LLC185,247$7.11M2.3%+39.4%2.036%
11/14/2022Laurel Wealth Advisors Inc.21,936$841K0.1%+126.1%0.241%
11/14/2022MML Investors Services LLC39,907$1.53M0.0%N/A0.439%
11/14/2022Quantitative Advantage LLC139,885$5.37M0.9%N/A1.537%
11/10/2022 Envestnet Asset Management Inc.92,178$3.54M0.0%+29.9%1.013%
11/10/2022Sigma Planning Corp5,537$212K0.0%N/A0.061%
11/4/2022WealthShield Partners LLC45,805$1.76M0.3%+16.2%0.503%
11/1/2022Kestra Advisory Services LLC18,828$722K0.0%N/A0.219%
11/1/2022 Hartline Investment Corp5,871$225K0.2%N/A0.068%
11/1/2022 Arlington Capital Management Inc.55,314$2.12M5.2%N/A0.659%
10/27/2022Money Concepts Capital Corp1,108,364$42.52M2.5%+9.2%13.855%
10/25/2022Raymond James & Associates12,801$491K0.0%-2.7%0.173%
10/21/2022 Stegent Equity Advisors Inc.75,036$2.88M4.3%-8.9%1.014%
10/18/2022 Bull Oak Capital LLC290,344$11.14M10.9%N/A3.924%
10/14/2022PFG Advisors7,437$285K0.0%N/A0.101%
8/15/2022Laurel Wealth Advisors Inc.9,704$338K0.0%N/A0.194%
8/11/2022WealthShield Partners LLC39,433$1.37M0.3%N/A0.789%
8/11/2022Atria Investments LLC37,402$1.30M0.0%N/A0.748%
8/9/2022 Fermata Advisors LLC132,910$4.63M1.6%N/A2.658%
8/3/2022 Envestnet Asset Management Inc.70,971$2.47M0.0%N/A1.419%
7/28/2022WFA of San Diego LLC1,020$36K0.0%N/A0.021%
7/18/2022Money Concepts Capital Corp1,015,249$35.58M3.2%N/A20.719%
7/15/2022Pinnacle Private Wealth LLC17,202$599K0.2%N/A0.351%
7/8/2022 Worth Asset Management LLC2,420$84K0.1%N/A0.064%
8/11/2021Susquehanna International Group LLP19,955$581K0.0%-33.9%1.900%
8/10/2021Moors & Cabot Inc.9,200$269K0.0%+15.0%0.876%
(Data available from 1/1/2016 forward)

KMLM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KMLM shares?

During the previous two years, 21 institutional investors and hedge funds held shares of KraneShares Mount Lucas Managed Futures Index Strategy ETF. The most heavily invested institutionals were First Heartland Consultants Inc. ($4.13M), Captrust Financial Advisors ($3.56M), Longview Financial Advisors Inc. ($3.15M), PMV Capital Advisers LLC ($2.62M), Wealthcare Advisory Partners LLC ($2.41M), Magnolia Private Wealth LLC ($2.08M), and Latitude Advisors LLC ($1.95M).Learn more on KraneShares Mount Lucas Managed Futures Index Strategy ETF's institutional investors.

Which institutional investors have been buying KraneShares Mount Lucas Managed Futures Index Strategy ETF's stock?

Of the 16 institutional investors that purchased KraneShares Mount Lucas Managed Futures Index Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Magnolia Private Wealth LLC ($390.86K), PMV Capital Advisers LLC ($78.32K), ORG Partners LLC ($35.13K), Frontier Asset Management LLC ($30.95K), Longview Financial Advisors Inc. ($20.90K), Nvwm LLC ($17.52K), and Integrity Alliance LLC. ($14.10K).

How much institutional buying is happening at KraneShares Mount Lucas Managed Futures Index Strategy ETF?

Institutional investors have bought a total of 571,243 shares in the last 24 months. This purchase volume represents approximately $15.68M in transactions.

Which of KraneShares Mount Lucas Managed Futures Index Strategy ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold KraneShares Mount Lucas Managed Futures Index Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Magnolia Private Wealth LLC ($312.03K), Envestnet Asset Management Inc. ($82.62K), ORG Partners LLC ($21.93K), Longview Financial Advisors Inc. ($15.59K), Latitude Advisors LLC ($8.66K), Frontier Asset Management LLC ($3.19K), and Fermata Advisors LLC ($2.99K).

How much institutional selling is happening at KraneShares Mount Lucas Managed Futures Index Strategy ETF?

Institutional investors have sold a total of 451,316 shares in the last 24 months. This volume of shares sold represents approximately $11.99M in transactions.



This page (NYSEARCA:KMLM) was last updated on 8/5/2025 by MarketBeat.com Staff
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