Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was GTS Securities LLC (+112%).
11 tracked 13F filers disclose a position in KVLE as of the latest SEC 13F filings, a combined $27.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 957K | $23.8M | ▲+45% Added · +296K sh | Q1 2026 | |
| 2 | Proactive Wealth Strategies LLC | 103K | $2.9M | ▲+3.5% Added · +3K sh | Q2 2026 | |
| 3 | GTS Securities LLC | 42K | $1.1M | ▲+112% Added · +22K sh | Q1 2026 | |
| 4 | CWM, LLC | 2K | $59K | —Held | Q1 2026 | |
| 5 | UBS Group AG | 2K | $48K | ▲12× Added · +2K sh | Q1 2026 | |
| 6 | Farther Finance Advisors, LLC | 629 | $16K | ▲New +629 sh | Q1 2026 | |
| 7 | Allworth Financial LP | 307 | $8K | —Held | Q1 2026 | |
| 8 | EverSource Wealth Advisors, LLC | 243 | $6K | —Held | Q1 2026 | |
| 9 | Global Retirement Partners, LLC | 215 | $6K | —Held | Q2 2026 | |
| 10 | EPG Wealth Management LLC | 134 | $4K | —Held | Q2 2026 | |
| 11 | Morgan Stanley | 1 | $31 | ▲New +1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in KVLE and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 3 funds | $841.6M |
| Apple IncAAPL | 3 funds | $475.2M |
| Nvidia CorpNVDA | 3 funds | $460.4M |
| Vanguard S&P 500 ETFVOO | 3 funds | $362.0M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $324.8M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 3 funds | $280.4M |
| Microsoft CorpMSFT | 3 funds | $277.3M |
| Vanguard Ftse Developed ETFVEA | 3 funds | $256.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $235.2M |
| Amazon.com IncAMZN | 3 funds | $217.9M |
| Alphabet Inc-CL AGOOGL | 3 funds | $189.4M |
| Ishares 0-3 Month Treasury BSGOV | 3 funds | $161.2M |
Ranked by how many of KVLE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KVLE.
| Class | 13F holders | Value held |
|---|---|---|
| KWEBmc | 284 funds | $3.2B |
| IVOLmc | 69 funds | $232.3M |
| AGIXUIT EXCHANGE TRADED | 67 funds | $108.1M |
| KOIDUIT EXCHANGE TRADED | 57 funds | $52.5M |
| KMLMUIT EXCHANGE TRADED | 55 funds | $77.1M |
| KBAmc | 45 funds | $41.2M |
| KRBNTRUST | 43 funds | $11.2M |
| KEMXmc | 33 funds | $62.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for KVLE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/KVLE/capital-change-brief"
Use Arkolith's capital_change_brief for KVLE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for KVLE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.