LPL Financial
KVLE icon

LPL Financial’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

LPL Financial’s Portfolio KVLE Stock Details KVLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.8M Buy
987,779
+30,758
+3% +$836K 0.01% 1359
2026
Q1 		$23.8M Buy
957,021
+295,523
+45% +$7.7M 0.01% 1342
2025
Q4 		$16.9M Sell
661,498
-15,557
-2% -$422K ﹤0.01% 1516
2025
Q3 		$18.7M Buy
677,055
+13,813
+2% +$371K 0.01% 1408
2025
Q2 		$17.3M Buy
+663,242
New +$16.4M 0.01% 1355

Other funds holding KVLE

PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's KVLE Position: Q2 2026 in Review

LPL Financial increased its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) stake by 3.2% in Q2 2026, buying an estimated $836K and bringing the position to 987,779 shares worth $27.8M. The position accounts for 0.01% of the portfolio, ranked #1359.

LPL Financial first reported a position in KVLE in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold KVLE as of Q2 2026.

  • LPL Financial held 987,779 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $27.8M as of Q2 2026.
  • LPL Financial bought 30,758 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q2 2026, an estimated $836K.
  • KraneShares Value Line Dynamic Dividend Equity Index ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1359 holding.
  • LPL Financial first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.