Frontier Asset Management
KMLM icon

Frontier Asset Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Frontier Asset Management’s Portfolio KMLM Stock Details KMLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,529
Closed -$553K – 93
2025
Q3 		$553K Sell
20,529
-4,493
-18% -$120K 0.14% 56
2025
Q2 		$660K Sell
25,022
-2,739
-10% -$72.1K 0.18% 55
2025
Q1 		$757K Sell
27,761
-3,193
-10% -$87.6K 0.22% 50
2024
Q4 		$870K Buy
+30,954
New +$869K 0.29% 44

Other funds holding KMLM

Ted Buchan & Co
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Abbington Investment Group
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Sound Financial Strategies Group
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

Frontier Asset Management's KMLM Position: Q4 2025 in Review

Frontier Asset Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2025, closing a stake of 20,529 shares — an estimated $553K sold.

Frontier Asset Management first reported a position in KMLM in Q4 2024 and held it in 4 quarters. The position peaked at $870K in Q4 2024. 46 funds tracked by Wall St. Rank hold KMLM as of Q4 2025.

  • Frontier Asset Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Frontier Asset Management sold 20,529 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2025, an estimated $553K.
  • Frontier Asset Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and held it in 4 quarters.
  • Frontier Asset Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $870K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2025.

Based on Frontier Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.