Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree KVLE Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding KVLE

On this page, we present all of the funds holding KVLE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding KVLE, with a link to that fund's top holdings. The next columns indicate the amount of KVLE stock held by each of the funds holding KVLE, followed by the KVLE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 14 funds holding KVLE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Eqis Capital Management Inc.. For more details on the positions held by Eqis Capital Management Inc. (or by any of the other funds holding KVLE), click the fund name in the "Holder" column of the funds-holding-KVLE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Eqis Capital Management Inc.854,208$19,687 12/31/2023
     KVLE854,208$19,687 12/31/2023
Envestnet Asset Management Inc.62,228$1,434 12/31/2023
     KVLE62,228$1,434 12/31/2023
ORG Partners LLC30,711$708 12/31/2023
     KVLE30,711$708 12/31/2023
Susquehanna International Group LLP21,635$499 12/31/2023
     KVLE21,635$499 12/31/2023
GTS Securities LLC20,308$468 12/31/2023
     KVLE20,308$468 12/31/2023
Envestnet Portfolio Solutions Inc.11,481$265 12/31/2023
     KVLE11,481$265 12/31/2023
CWM LLC2,391$58 03/31/2024
     KVLE2,391$58 03/31/2024
UBS Group AG1,623$37 12/31/2023
     KVLE1,623$37 12/31/2023
Global Retirement Partners LLC1,478$36 03/31/2024
     KVLE1,478$36 03/31/2024
Advisor Group Holdings Inc.1,260$29 12/31/2023
     KVLE1,260$29 12/31/2023
Geneos Wealth Management Inc.300$7 12/31/2023
     KVLE300$7 12/31/2023
EverSource Wealth Advisors LLC243$6 12/31/2023
     KVLE243$6 12/31/2023
Tucker Asset Management LLC217$5 12/31/2023
     KVLE217$5 12/31/2023
EPG Wealth Management LLC134$3 12/31/2023
     KVLE134$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     KVLE0$0 12/31/2023

See Summary: Institutional Holders of KVLE
See Details: Top 10 Hedge Funds Holding KVLE
Also See: KVLE Holdings Changes

Funds Holding KVLE | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.