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NBT Bank’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

NBT Bank’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
2026
Q2 		$3.3K Hold
120
– – ﹤0.01% 812
2026
Q1 		$3.38K Buy
+120
New +$3.24K ﹤0.01% 762

Other funds holding KMLM

TBC
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

NBT Bank's KMLM Position: Q2 2026 in Review

NBT Bank held its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) position steady in Q2 2026 at 120 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

NBT Bank first reported a position in KMLM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.38K in Q1 2026. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • NBT Bank held 120 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $3.3K as of Q2 2026.
  • NBT Bank left its KFA Mount Lucas Managed Futures Index Strategy ETF share count unchanged in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #812 holding.
  • NBT Bank first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • NBT Bank's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.38K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.