KFA Mount Lucas Index Strategy

Historical 13F Holders

Symbol
KMLM
CUSIP
500767652
All holders as of
Q3 2026
Type
Equity
Class
MOUNT LUCAS ETF
Reported Value, Excluding Options
Total Shares Held, Excluding Options
Total Filers

13D/G Filers

Each filer's latest filing for 500767652 since 12/18/2024, largest first.

Filer % of Class Filed
Money Concepts Capital Corp 13G 6.5% 11/13/2026
Event 7/20/2026

13F Holders by Quarter

Period Filers Shares, Excl. Options Value, Excl. Options
2026 Q3 70 6.85 M $216M
2026 Q2 62 3.10 M $87.1M
2026 Q1 50 3.58 M $99.7M
2025 Q4 46 2.12 M $55.0M
2025 Q3 52 2.37 M $63.9M
2025 Q2 50 2.41 M $63.7M
2025 Q1 55 3.42 M $85.2M
2024 Q4 58 3.16 M $88.9M
2024 Q3 54 3.33 M $97.3M
2024 Q2 57 2.95 M $86.1M
2024 Q1 58 2.94 M $75.8M
2023 Q4 63 3.10 M $89.4M
2023 Q3 54 3.17 M $103M
2023 Q2 50 2.71 M $82.5M
2023 Q1 53 4.08 M $140M
2022 Q4 57 3.32 M $101M
2022 Q3 34 2.91 M $111M
2022 Q2 19 1.48 M $51.9M
2022 Q1 6 15.1 k $475k
2021 Q4 4 511 $13.3k
2021 Q3 5 31.7 k $917k
2021 Q2 3 29.2 k $850k
2021 Q1 3 38.2 k $1.05M
2020 Q4 1 0 $0