KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) Institutional Ownership $26.44 +0.15 (+0.57%) As of 05/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for KFA Mount Lucas Managed Futures Index Strategy ETF (NYSEARCA:KMLM)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$15.93MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$1.03M Get KMLM Insider Trade Alerts Want to know when executives and insiders are buying or selling KFA Mount Lucas Managed Futures Index Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data KMLM Institutional Buying and Selling by Quarter KFA Mount Lucas Managed Futures Index Strategy ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/7/2025 Frontier Asset Management LLC27,761$757K0.2%-10.3%0.368% 5/7/2025 Nvwm 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% 2/17/2025 Captrust Financial Advisors126,524$3.56M0.0%-1.0%1.390% 2/10/2025 Farther Finance Advisors LLC3,000$84K0.0%+50.0%0.033% 2/7/2025 Frontier 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% Get the Latest News and Ratings for KMLM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for KFA Mount Lucas Managed Futures Index Strategy ETF and its competitors with MarketBeat's FREE daily newsletter. 1/27/2025 Nvwm LLC20,617$579K0.1%+8.2%0.227% 1/23/2025 Strategic Blueprint LLC7,557$212K0.0%N/A0.083% 11/15/2024 Integrated Wealth Concepts LLC8,007$234K0.0%-5.5%0.088% 11/14/2024 Captrust Financial Advisors127,752$3.73M0.0%+6.3%1.404% 10/29/2024 Nvwm 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% 5/7/2024 Nvwm LLC16,965$507K0.1%+4.0%0.186% 2/8/2024 First Heartland Consultants Inc.143,451$4.13M0.5%-60.8%1.688% 2/8/2024 Nvwm LLC16,305$470K0.1%+339.3%0.192% 1/29/2024 ORG Partners LLC35,689$1.03M0.2%-1.6%0.420% 11/13/2023 Cary Street Partners Investment Advisory LLC8,792$286K0.0%+339.6%0.103% 11/9/2023 First 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% 10/30/2023 Nvwm LLC3,712$121K0.0%+79.8%0.044% 8/10/2023 Cary Street Partners Investment Advisory LLC2,000$61K0.0%N/A0.024% 7/26/2023 First 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% 5/8/2023 Cumberland Partners Ltd18,052$532K0.1%+17.0%0.205% 5/8/2023 WealthShield Partners LLC52,329$1.54M0.2%+2.0%0.595% 5/8/2023 Steel Peak Wealth Management LLC16,675$492K0.0%N/A0.189% 5/8/2023 ProVise Management Group LLC14,120$416K0.0%-13.1%0.160% 4/17/2023WFA of San Diego LLC20,360$600K0.6%+322.1%0.242% 4/17/2023 First 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% 2/10/2023 CoreCap Advisors LLC35,393$1.08M0.1%-1.8%0.421% Washington Is Broke—and Eyeing Your Savings Next (Ad)Washington is running out of money…And guess where they'll look next? 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The Department of Justice just admitted that cash isn't legally YOUR property.Get your free guide now by clicking here >>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% 11/14/2022 MML 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% 11/10/2022 Sigma Planning Corp5,537$212K0.0%N/A0.061% 11/4/2022 WealthShield Partners LLC45,805$1.76M0.3%+16.2%0.503% 11/1/2022 Kestra 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% 10/27/2022 Money 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% 10/14/2022 PFG Advisors7,437$285K0.0%N/A0.101% 8/15/2022Laurel Wealth Advisors Inc.9,704$338K0.0%N/A0.194% 8/11/2022 WealthShield Partners LLC39,433$1.37M0.3%N/A0.789% 8/11/2022 Atria 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% 7/18/2022 Money 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% 8/11/2021 Susquehanna International Group LLP19,955$581K0.0%-33.9%1.900% 8/10/2021 Moors & Cabot Inc.9,200$269K0.0%+15.0%0.876% 5/12/2021 Moors & Cabot Inc.8,000$220K0.0%N/A0.762% (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, 13 institutional investors and hedge funds held shares of KFA Mount Lucas Managed Futures Index Strategy ETF. The most heavily invested institutionals were Magnolia Private Wealth LLC ($10.66M), Wealthcare Advisory Partners LLC ($7.52M), First Heartland Consultants Inc. ($4.13M), Captrust Financial Advisors ($3.56M), Longview Financial Advisors Inc. ($3.46M), PMV Capital Advisers LLC ($2.62M), and Frontier Asset Management LLC ($757K).Learn more on KMLM's institutional investors. Which institutional investors have been buying KFA Mount Lucas Managed Futures Index Strategy ETF stock? Of the 12 institutional investors that purchased KFA Mount Lucas Managed Futures Index Strategy ETF 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), First Heartland Consultants Inc. ($154.89K), ORG Partners LLC ($95.10K), PMV Capital Advisers LLC ($78.32K), Wealthcare Advisory Partners LLC ($33.11K), Frontier Asset Management LLC ($30.95K), and Longview Financial Advisors Inc. ($20.90K). How much institutional buying is happening at KFA Mount Lucas Managed Futures Index Strategy ETF? Institutional investors have bought a total of 848,606 shares in the last 24 months. This purchase volume represents approximately $24.15M in transactions. Which KFA Mount Lucas Managed Futures Index Strategy ETF major shareholders have been selling company stock? The following institutional investors have sold KFA Mount Lucas Managed Futures Index Strategy ETF stock in the last 24 months: First Heartland Consultants Inc. ($222.48K), ORG Partners LLC ($44.45K), Longview Financial Advisors Inc. ($8.16K), Frontier Asset Management LLC ($3.19K), Captrust Financial Advisors ($1.23K), Nvwm LLC ($903.00), and Integrated Wealth Concepts LLC ($469.00). How much institutional selling is happening at KFA Mount Lucas Managed Futures Index Strategy ETF? Institutional investors have sold a total of 280,880 shares in the last 24 months. This volume of shares sold represents approximately $8.18M in transactions. Related Companies TDSC Institutional Ownership GDMA Institutional Ownership OCIO Institutional Ownership SWAN Institutional Ownership GAL Institutional Ownership CLSM Institutional Ownership LEXI Institutional Ownership CVY Institutional Ownership HIPS Institutional Ownership YLD Institutional Ownership This page (NYSEARCA:KMLM) was last updated on 5/22/2025 by MarketBeat.com Staff From Our PartnersJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. 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