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 338 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,499,658
shares
|
$266 Million
0.02% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,023,739
shares
|
$243 Million
0.1% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,447,250
shares
|
$215 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,579,736
shares
|
$125 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,097,981
shares
|
$102 Million
0.02% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,916,066
shares
|
$92.8 Million
0.03% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,649,115
shares
|
$79.8 Million
0.02% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,564,743
shares
|
$75.7 Million
0.05% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,301,502
shares
|
$63 Million
0.11% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,260,010
shares
|
$61 Million
0.09% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,034,132
shares
|
$50.1 Million
0.07% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
905,543
shares
|
$43.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
828,335
shares
|
$40.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
776,432
shares
|
$37.6 Million
0.09% of portfolio
|
Q1 2025
Added 34.68%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
592,667
shares
|
$28.7 Million
9.62% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
535,490
shares
|
$25.9 Million
0.09% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
503,402
shares
|
$24.4 Million
0.51% of portfolio
|
Q1 2025
Added 165.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
459,914
shares
|
$22.3 Million
3.22% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
398,473
shares
|
$19.3 Million
4.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
387,260
shares
|
$18.7 Million
0.05% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
381,070
shares
|
$18.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
348,131
shares
|
$16.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 41.53%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
338,609
shares
|
$16.4 Million
0.69% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
332,223
shares
|
$16.1 Million
5.53% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
313,390
shares
|
$15.2 Million
8.91% of portfolio
|
Q4 2024
New holding
|