Institutional Ownership Ft Cboe Vest S&P 500 Dividend (KNG)
This table provides information about the institutional ownership of Ft Cboe Vest S&P 500 Dividend (KNG). We have compiled data on the 329 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,025,774
shares
|
$295 Million
0.09% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,836,136
shares
|
$285 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,150,678
shares
|
$203 Million
0.04% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,511,324
shares
|
$123 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,299,737
shares
|
$112 Million
0.02% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,769,612
shares
|
$86.5 Million
0.02% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,579,403
shares
|
$77.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,564,743
shares
|
$76.5 Million
0.05% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,327,603
shares
|
$64.9 Million
0.09% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,260,010
shares
|
$61.6 Million
0.09% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,026,243
shares
|
$50.2 Million
0.06% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
760,509
shares
|
$37.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
587,946
shares
|
$28.7 Million
8.88% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
464,716
shares
|
$22.7 Million
0.02% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
435,442
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 59.04%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
411,689
shares
|
$20.1 Million
5.32% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
398,473
shares
|
$19.5 Million
4.03% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
351,344
shares
|
$17.2 Million
7.66% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
341,953
shares
|
$16.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
334,951
shares
|
$16.4 Million
2.27% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
327,531
shares
|
$16 Million
3.44% of portfolio
|
Q2 2025
Added 271.19%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
322,514
shares
|
$15.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
318,327
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
316,935
shares
|
$15.5 Million
0.04% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
310,459
shares
|
$15.2 Million
0.4% of portfolio
|
Q3 2025
Added 2.14%
|
|