KLIP β€” KRANESHARES TRUST

Ownership history in LPL Financial LLC  Β·  4 quarters on record

AI Ownership Summary

LPL Financial LLC reported KRANESHARES TRUST (KLIP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows KLIP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KLIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in KRANESHARES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KLIP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LPL Financial LLC held KLIP β€” position size vs. price
% of Fund (quarterly)    KLIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 175,464 +34,794 +24.7% 0.00% $5.3M 2026-02-14 (Est.) $28.35
2025 Q3 ADDED 140,670 +68,834 +95.8% 0.00% $4.6M 2025-11-12 $29.17
2025 Q2 ADDED 71,836 +55,836 +349.0% 0.00% $2.3M 2025-08-12 $27.62
2025 Q1 INITIATED 16,000 β€” β€” 0.00% $526K 2025-05-07 $24.91

🏒 Other funds also holding KLIP

As of 2026 Q1 β€” sorted by position size

DHJJ Financial Advisors, Ltd. 3Y 0.0%

FAQ About LPL Financial LLC and KLIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning KLIP?

LPL Financial LLC reported KLIP across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported KLIP position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for KLIP was 0.00% in 2025 Q4.

What is the latest reported KLIP position on this page?

The most recent filing on this page is 2025 Q4, when LPL Financial LLC reported 175,464 shares, equal to 0.00% of portfolio, with an estimated market value of $5.3M.

What does the chart on this KLIP ownership page compare?

The chart compares LPL Financial LLC's quarterly KLIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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