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Who owns KFEBWhat KFEB owns — n/a

Who owns KFEB?

Institutional ownership of KFEB from SEC Form 13F filings across 34 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

34

13F holders

$18.7M

value, 2026 filers

638,189

shares disclosed

5

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of KFEB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1RAYMOND JAMES FINANCIAL INC115,488$3.6M0.0%-39.5%
2COMMONWEALTH EQUITY SERVICES, LLC54,992$1.7M0.0%-24.2%
3Kestra Advisory Services, LLC47,934$1.5M0.0%-7.3%
4Cresset Asset Management, LLC40,821$1.3M0.0%0.0%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP38,460$1.2M0.0%+93.7%
6LPL Financial LLC38,330$1.2M0.0%+12.1%
7TRUIST FINANCIAL CORP33,623$1.0M0.0%-0.2%
8Cetera Investment Advisers30,635$951,8140.0%-10.9%
9Cambridge Investment Research Advisors, Inc.30,194$9380.0%+88.3%
10OSAIC HOLDINGS, INC.28,874$897,0890.0%-1.7%
11Diligent Investors, LLC20,000$621,3900.1%0.0%
12Focus Partners Wealth19,824$615,9220.0%-2.7%
13JT Stratford LLC18,075$561,5810.1%-10.8%
14Keating Financial Advisory Services, Inc.13,004$404,0280.1%0.0%
15Main Street Financial Solutions, LLCNEW10,655$331,0460.0%new
16Heck Capital Advisors, LLC10,350$321,5700.0%0.0%
17Phoenix Financial Ltd.9,920$304,4920.0%-7.7%
18Cerity Partners LLC9,574$297,4590.0%+3.8%
19Apriem Advisors9,500$295,1600.0%0.0%
20FSA Advisors, Inc.9,193$285,6220.1%-6.8%
21PFS Partners, LLC8,094$251,4770.1%+1.9%
22OLD MISSION CAPITAL LLCNEW7,426$230,7220.0%new
23DHJJ Financial Advisors, Ltd.6,929$215,2810.1%-2.1%
24Capital Analysts, LLC5,210$1620.0%0.0%
25AE Wealth Management LLC5,206$161,7480.0%+2.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.