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 328 institutions that hold shares in the stock, with a total of 46.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
29,670
shares
|
$1.45 Million
0.61% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
29,360
shares
|
$1.44 Million
0.16% of portfolio
|
Q4 2023
Added 24.58%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
29,251
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
28,707
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,587
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
28,488
shares
|
$1.39 Million
1.3% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
28,146
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2025
Reduced 40.07%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
27,954
shares
|
$1.37 Million
0.39% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
27,719
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27,443
shares
|
$1.34 Million
0.26% of portfolio
|
Q3 2024
Added 65.54%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
27,060
shares
|
$1.32 Million
0.28% of portfolio
|
Q4 2025
Reduced 4.22%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
27,025
shares
|
$1.32 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
26,363
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.63%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
26,162
shares
|
$1.28 Million
0.24% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
25,852
shares
|
$1.26 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,660
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
25,521
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
25,501
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2025
Added 137.09%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
24,925
shares
|
$1.22 Million
0.87% of portfolio
|
Q3 2025
Reduced 54.71%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
24,225
shares
|
$1.18 Million
0.79% of portfolio
|
Q1 2024
Added 67.07%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
24,082
shares
|
$1.18 Million
0.48% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
22,964
shares
|
$1.12 Million
0.41% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
22,691
shares
|
$1.11 Million
0.46% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
21,874
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
21,742
shares
|
$1.06 Million
0.82% of portfolio
|
Q4 2024
Reduced 78.41%
|
|