Who owns KraneShares Mount Lucas Managed Futures Index Strategy ETF?
Institutional ownership of KMLM from SEC Form 13F filings across 42 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
42
13F holders
$49.6M
value, 2026 filers
43.2%
of shares outstanding (3.0M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of KMLM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ascentis Wealth Management, LLC | 1.3M | $4.3M | 0.6% | 18.5% | +3004.8% |
| 2 | RAYMOND JAMES FINANCIAL INC | 304,197 | $8.4M | 0.0% | 4.4% | +18.5% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 270,164 | $7.4M | 0.0% | 3.9% | +64.7% |
| 4 | Alliance Wealth Advisors, LLC /UTNEW | 257,219 | $7.1M | 1.3% | 3.8% | new |
| 5 | Longview Financial Advisors, Inc. | 127,935 | $3.5M | 2.1% | 1.9% | -5.0% |
| 6 | Magnolia Private Wealth, LLC | 104,924 | $1.6M | 0.9% | 1.5% | +23.9% |
| 7 | CAPTRUST FINANCIAL ADVISORS | 91,204 | $2.5M | 0.0% | 1.3% | +0.8% |
| 8 | BANK OF MONTREAL /CAN/ | 72,917 | $2.0M | 0.0% | 1.1% | +5.5% |
| 9 | LPL Financial LLCNEW | 59,746 | $1.6M | 0.0% | 0.9% | new |
| 10 | Beacon Capital Management, Inc.NEW | 55,464 | $1.5M | 0.1% | 0.8% | new |
| 11 | ROYAL BANK OF CANADA | 52,880 | $1.5M | 0.0% | 0.8% | +37.1% |
| 12 | CIBC WORLD MARKET INC.NEW | 34,215 | $941,597 | 0.0% | 0.5% | new |
| 13 | SteelPeak Wealth, LLCNEW | 33,581 | $924,150 | 0.0% | 0.5% | new |
| 14 | Ameritas Advisory Services, LLCNEW | 27,068 | $744,911 | 0.0% | 0.4% | new |
| 15 | Altiora Financial Group, LLC | 23,975 | $659,792 | 0.1% | 0.3% | +47.5% |
| 16 | Atria Investments, Inc | 21,901 | $602,716 | 0.0% | 0.3% | +20.3% |
| 17 | FIDUCIARY FINANCIAL ADVISORSNEW | 16,839 | $462,690 | 0.0% | 0.2% | new |
| 18 | Creative PlanningNEW | 15,453 | $425,267 | 0.0% | 0.2% | new |
| 19 | Kovack Advisors, Inc. | 15,135 | $416,564 | 0.0% | 0.2% | -78.8% |
| 20 | MGO ONE SEVEN LLC | 14,913 | $410,402 | 0.0% | 0.2% | +17.3% |
| 21 | Ancora Advisors LLC | 13,789 | $379,468 | 0.0% | 0.2% | -24.0% |
| 22 | Claro Advisors Inc.NEW | 13,278 | $365,411 | 0.0% | 0.2% | new |
| 23 | PFG Investments, LLC | 10,212 | $281,024 | 0.0% | 0.1% | -6.1% |
| 24 | COMPASS FINANCIAL MANAGEMENT LLCNEW | 9,850 | $276,542 | 0.0% | 0.1% | new |
| 25 | Cetera Investment AdvisersNEW | 9,761 | $268,619 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.