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

KraneShares Mount Lucas Managed Futures Index Strategy ETF logo
$26.98 +0.03 (+0.11%)
Closing price 04:10 PM Eastern
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$27.34 +0.36 (+1.35%)
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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)
20
Total
Institutional Inflows
(last 12 months)
$20.85M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$13.38M
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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
9/4/2025 Osaic Holdings Inc.82,398$2.17M0.0%+1.5%1.177%
8/15/2025 Captrust Financial Advisors107,831$2.84M0.0%-11.4%1.540%
8/15/2025 WFA of San Diego LLC15,720$415K0.3%N/A0.225%
8/15/2025 Visionary Wealth Advisors30,243$798K0.0%-26.7%0.432%
8/14/2025 Jane Street Group LLC28,051$740K0.0%-48.1%0.401%
8/14/2025 Raymond James Financial Inc.187,951$4.96M0.0%+11.4%2.685%
8/14/2025 Kitching Partners LLC41,648$1.10M1.1%+8.1%0.595%
8/13/2025 Flow Traders U.S. LLC140,777$3.71M0.1%N/A2.011%
8/8/2025 Cetera Investment Advisers17,356$458K0.0%-7.8%0.250%
8/7/2025 PFG Advisors20,778$548K0.0%+123.4%0.299%
8/6/2025 Nvwm LLC23,307$615K0.1%+18.2%0.335%
8/5/2025 Bank of Montreal Can54,971$1.45M0.0%+1.8%0.791%
8/4/2025 Integrity 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%
4/28/2025Longview Financial Advisors Inc.126,779$3.46M3.0%+2.5%1.679%
4/23/2025PMV Capital Advisers LLC96,016$2.62M6.4%+442.4%1.272%
4/15/2025Magnolia Private Wealth LLC390,858$10.66M5.9%+477.5%4.825%
2/17/2025Captrust Financial Advisors126,524$3.56M0.0%-1.0%1.390%
2/10/2025Farther Finance Advisors LLC3,000$84K0.0%+50.0%0.033%
2/7/2025Frontier Asset Management LLC30,954$870K0.3%N/A0.340%
2/5/2025Magnolia Private Wealth LLC67,684$1.90M1.1%N/A0.744%
2/3/2025Longview Financial Advisors Inc.123,627$3.47M2.7%+16.8%1.359%
1/27/2025Nvwm LLC20,617$579K0.1%+8.2%0.227%
1/23/2025Strategic 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%
10/29/2024Farther Finance Advisors LLC2,000$58K0.0%N/A0.022%
10/16/2024Longview Financial Advisors Inc.97,750$2.82M2.6%-7.7%1.074%
10/11/2024ORG Partners LLC13,602$398K0.1%-61.3%0.149%
7/16/2024ORG 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%
1/29/2024ORG 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%
11/3/2023ORG 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%
7/26/2023First Heartland Consultants Inc.364,006$11.09M1.4%+72.5%4.136%
7/17/2023Wealthcare Advisory Partners LLC246,805$7.52M0.3%+15.5%2.805%
6/1/2023ORG 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%
5/8/2023Steel 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%
4/13/2023Fermata Advisors LLC8,184$241K0.1%-83.2%0.097%
4/12/2023Worth 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%
1/31/2023Naviter Wealth LLC86,667$2.52M0.7%N/A1.032%
11/15/2022Mainstay Capital Management LLC ADV48,554$1.86M0.5%N/A0.517%
11/15/2022Palladiem LLC161,315$6.19M6.5%N/A1.716%
11/15/2022Fermata 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%
11/10/2022Envestnet 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%
11/1/2022Hartline Investment Corp5,871$225K0.2%N/A0.068%
11/1/2022Arlington 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%
10/21/2022Stegent Equity Advisors Inc.75,036$2.88M4.3%-8.9%1.014%
10/18/2022Bull 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%
8/9/2022Fermata Advisors LLC132,910$4.63M1.6%N/A2.658%
8/3/2022Envestnet 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%
7/8/2022Worth 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, 31 institutional investors and hedge funds held shares of KraneShares Mount Lucas Managed Futures Index Strategy ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($4.96M), First Heartland Consultants Inc. ($4.13M), Flow Traders U.S. LLC ($3.71M), Longview Financial Advisors Inc. ($3.15M), Captrust Financial Advisors ($2.84M), PMV Capital Advisers LLC ($2.62M), and Wealthcare Advisory Partners LLC ($2.41M).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 23 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), Flow Traders U.S. LLC ($140.78K), PMV Capital Advisers LLC ($78.32K), ORG Partners LLC ($35.13K), Frontier Asset Management LLC ($30.95K), Nvwm LLC ($21.11K), and Longview Financial Advisors Inc. ($20.90K).

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

Institutional investors have bought a total of 767,383 shares in the last 24 months. This purchase volume represents approximately $20.85M in transactions.

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

Of the 14 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), Jane Street Group LLC ($26.01K), ORG Partners LLC ($21.93K), Longview Financial Advisors Inc. ($15.59K), Captrust Financial Advisors ($15.16K), and Visionary Wealth Advisors ($11.00K).

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

Institutional investors have sold a total of 503,725 shares in the last 24 months. This volume of shares sold represents approximately $13.38M in transactions.



This page (NYSEARCA:KMLM) was last updated on 9/15/2025 by MarketBeat.com Staff
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