Free Trial
→ Here's the last trade you should make before heading out for the weekend tomorrow. (From Timothy Sykes) (Ad) Free KMLM Stock Alerts

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

KraneShares Mount Lucas Managed Futures Index Strategy ETF logo
$26.34 -0.23 (-0.87%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for KraneShares Mount Lucas Managed Futures Index Strategy ETF (NYSEARCA:KMLM)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$15.93M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.03M
Get KMLM Insider Trade Alerts

Want to know when executives and insiders are buying or selling KraneShares 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.

Skip Chart & View Institutional Buying and Selling Data

KMLM Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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, 13 institutional investors and hedge funds held shares of KraneShares 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 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 12 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), First Heartland Consultants Inc. ($154.89K), PMV Capital Advisers LLC ($78.32K), ORG Partners LLC ($35.13K), 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 KraneShares Mount Lucas Managed Futures Index Strategy ETF?

Institutional investors have bought a total of 576,940 shares in the last 24 months. This purchase volume represents approximately $15.93M in transactions.

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

The following institutional investors have sold KraneShares Mount Lucas Managed Futures Index Strategy ETF stock in the last 24 months: ORG Partners LLC ($21.53K), 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 KraneShares Mount Lucas Managed Futures Index Strategy ETF?

Institutional investors have sold a total of 35,482 shares in the last 24 months. This volume of shares sold represents approximately $1.03M in transactions.


Related Companies

This page (NYSEARCA:KMLM) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
A grave, grave error.
Famed financial analyst, Porter Stansberry, calls this technology “The Final Frontier” because it holds the ke...
Porter & Company | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored