KMLM — KRANESHARES TRUST

Ownership history in PRINCIPAL SECURITIES, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in KRANESHARES TRUST (KMLM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,727 — 0% 0.00% $47K $25.63
2025 Q2 REDUCED 1,727 -2,674 -60.8% 0.00% $46K $25.10
2025 Q1 UNCHANGED 4,401 — 0% 0.00% $124K $25.97
2024 Q4 INITIATED 4,401 — — 0.00% $124K $26.75
% of Fund (quarterly)    KMLM price (monthly, adj. close)

Other funds also holding KMLM

As of 2025 Q4 — sorted by position size

Ted Buchan & Co 2.66% Longview Financial Advisors, Inc. 2.24% Sound Financial Strategies Group, LLC 3Y 1.45% Latitude Advisors, LLC 3Y 0.9% Andina Capital Management, LLC 0.56% FMA Wealth Management, LLC 0.39% KITCHING PARTNERS, LLC 0.36% NVWM, LLC 3Y 7Y 0.33% WFA of San Diego, LLC 3Y 0.31% ORG Wealth Partners, LLC 0.19%
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