KraneShares Value Line Dynamic Dividend Equity Index

KVLE • ARCA

KraneShares Value Line Dynamic Dividend Equity Index is an exchange-traded fund on ARCA. As of Q3 2025, 12 institutional investors hold shares in this ETF, with total holdings valued at $22.5M. LPL Financial LLC is the largest holder with a position valued at $18.7M.

Overview

Overview of institutional ownership in KVLE as of Q3 2025

All Institutions

Institutions: 12
Value Held: $22.5M
Shares Held: 815.8K
Avg Position: $1.9M
Median Position: $148.2K

Hedge Funds

Hedge Funds: 1
Value Held: $314.0K
Shares Held: 11.4K
Avg Position: $314.0K
Median Position: $314.0K

Biggest Investors

Institutions with the largest positions in KVLE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$18.7M 0.01% of portfolio	677.1K shares	Q2 2025 Held for 5 months	$340.07B
Eqis Capital Management, Inc. RIA/Wealth	Robert Philip Herrmann CEO	$2.2M 0.59% of portfolio	80.3K shares	Q4 2023 Held for 1y 11m	$376.9M
Proactive Wealth Strategies LLC RIA/Wealth	Cory Mason Mcpherson CEO	$564.7K 0.24% of portfolio	20.5K shares	Q2 2025 Held for 5 months	$232.2M
G GTS SECURITIES LLC Institution	-	$357.2K 0.01% of portfolio	12.9K shares	Q2 2023 Held for 2y 5m	$2.5B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$314.0K 0.00% of portfolio	11.4K shares	Q2 2025 Held for 5 months	$122.08B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$230.5K 0.00% of portfolio	8.4K shares	Q3 2023 Held for 2y 2m	$67.9B
CWM, LLC RIA/Wealth	George Burton White CEO	$66.0K 0.00% of portfolio	2.4K shares	Q4 2022 Held for 2y 11m	$31.5B
A Advisor Group Holdings, Inc. Institution	-	$41.1K 0.00% of portfolio	1.5K shares	Q4 2020 Held for 4y 11m	$71.0B
Global Retirement Partners, LLC RIA/Wealth	Geoffrey Robert White CEO	$20.4K 0.00% of portfolio	740.0 shares	Q2 2025 Held for 5 months	$4.5B
Hanson McClain, Inc. RIA/Wealth	Brooks Frederick Burgum Managing Partner	$8.5K 0.00% of portfolio	307.0 shares	Q4 2024 Held for 11 months	$22.6B

Net Capital Flow

Institutional buying and selling activity for KVLE in Q3 2025

Traded: +$1.1M
Buyers: 4
Sellers: 7
Total Bought: +$1.4M
Total Sold: −$313.8K
Avg Position: $1.5M

Biggest Buyers

Institution	Net Bought	Current Position
Eqis Capital Management, Inc. RIA/Wealth	+$485.7K +17.6K shares	$2.2M 80.3K shares
L LPL Financial LLC Institution	+$381.0K +13.8K shares	$18.7M 677.1K shares
G GTS SECURITIES LLC Institution	+$357.2K +12.9K shares	$357.2K 12.9K shares
Proactive Wealth Strategies LLC RIA/Wealth	+$203.8K +7.4K shares	$564.7K 20.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$149.6K −5.4K shares	$230.5K 8.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$114.7K −4.2K shares	$314.0K 11.4K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$30.3K −1.2K shares	Sold Off 0 shares
Global Retirement Partners, LLC RIA/Wealth	−$14.5K −525.0 shares	$20.4K 740.0 shares
Hanson McClain, Inc. RIA/Wealth	−$4.7K −171.0 shares	$8.5K 307.0 shares
MORGAN STANLEY RIA/Wealth	−$39.0 −1.0 shares	Sold Off 0 shares
ORG Partners LLC RIA/Wealth	−$26.0 −1.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited KVLE in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 3
Exited Value: $30.4K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$30.3K 1.2K shares
MORGAN STANLEY RIA/Wealth	$39.0 1.0 shares
ORG Partners LLC RIA/Wealth	$26.0 1.0 shares

Options Activity

Institutions with the largest Call and Put options positions in KVLE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with KVLE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Eqis Capital Management, Inc. RIA/Wealth	Robert Philip Herrmann CEO	0.59% $2.2M	80.3K shares	Q4 2023 Held for 1y 11m	$376.9M
Proactive Wealth Strategies LLC RIA/Wealth	Cory Mason Mcpherson CEO	0.24% $564.7K	20.5K shares	Q2 2025 Held for 5 months	$232.2M
G GTS SECURITIES LLC Institution	-	0.01% $357.2K	12.9K shares	Q2 2023 Held for 2y 5m	$2.5B
L LPL Financial LLC Institution	-	0.01% $18.7M	677.1K shares	Q2 2025 Held for 5 months	$340.07B
EPG Wealth Management LLC RIA/Wealth	David Griswold Curry CCO	0.00% $3.7K	134.0 shares	Q1 2023 Held for 2y 8m	$363.0M
Global Retirement Partners, LLC RIA/Wealth	Geoffrey Robert White CEO	0.00% $20.4K	740.0 shares	Q2 2025 Held for 5 months	$4.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $230.5K	8.4K shares	Q3 2023 Held for 2y 2m	$67.9B
E EverSource Wealth Advisors, LLC RIA/Wealth	Joshua Seth Sweren Managing Partner	0.00% $6.7K	243.0 shares	Q2 2023 Held for 2y 5m	$2.5B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	0.00% $314.0K	11.4K shares	Q2 2025 Held for 5 months	$122.08B
CWM, LLC RIA/Wealth	George Burton White CEO	0.00% $66.0K	2.4K shares	Q4 2022 Held for 2y 11m	$31.5B

Hedge Fund Spotlight

Discover hedge funds investing in KVLE

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in KraneShares Value Line Dynamic Dividend Equity Index

Market Value: $314.0K
Shares Held: 11.4K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%