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 340 institutions that hold shares in the stock, with a total of 48.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
61,997
shares
|
$3.09 Million
2.29% of portfolio
|
Q2 2025
Added 9.94%
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
61,509
shares
|
$3.06 Million
1.15% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
61,383
shares
|
$3.06 Million
0.1% of portfolio
|
Q4 2024
Added 9.79%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
61,338
shares
|
$3.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.92%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
60,865
shares
|
$3.03 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
60,445
shares
|
$3.01 Million
0.4% of portfolio
|
Q2 2025
Added 6.41%
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
60,236
shares
|
$3 Million
0.43% of portfolio
|
Q1 2025
Added 23.99%
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
56,252
shares
|
$2.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
55,460
shares
|
$2.76 Million
0.07% of portfolio
|
Q1 2025
Added 21.33%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
55,409
shares
|
$2.76 Million
0.71% of portfolio
|
Q1 2025
Added 17.14%
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
55,030
shares
|
$2.74 Million
2.41% of portfolio
|
Q1 2025
Added 20.7%
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
54,379
shares
|
$2.71 Million
0.31% of portfolio
|
Q1 2025
Reduced 63.14%
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
54,101
shares
|
$2.69 Million
1.31% of portfolio
|
Q1 2025
Added 18.85%
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
53,792
shares
|
$2.68 Million
0.26% of portfolio
|
Q1 2025
Added 2.11%
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
53,654
shares
|
$2.67 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
52,648
shares
|
$2.62 Million
0.86% of portfolio
|
Q2 2025
Added 68.99%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
52,411
shares
|
$2.61 Million
0.18% of portfolio
|
Q1 2025
Reduced 34.86%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
51,420
shares
|
$2.56 Million
1.28% of portfolio
|
Q1 2025
Added 13.77%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
50,301
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2025
Added 2.34%
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
50,045
shares
|
$2.49 Million
2.79% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
49,847
shares
|
$2.48 Million
0.82% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
49,783
shares
|
$2.48 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
49,293
shares
|
$2.45 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
49,234
shares
|
$2.45 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
45,276
shares
|
$2.25 Million
0.07% of portfolio
|
Q1 2025
New holding
|