Who owns First Trust S&P 500 Diversified Dividend Aristocrats ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of KNGZ from SEC Form 13F filings across 41 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.
As of the 2026-06-30 reporting period, 41 institutions disclosed 1.1M shares of First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $39.9M — about 70.1% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$39.9M
value, 2026 filers
70.1%
of shares outstanding (1.1M sh)
6
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 KNGZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 432,680 | $17.3M | 0.0% | 28.5% | -8.7% |
| 2 | Harvest Investment Services, LLC | 91,335 | $3.7M | 0.6% | 6% | +9.7% |
| 3 | D.A. DAVIDSON & CO. | 65,455 | $2.6M | 0.0% | 4.3% | +5.7% |
| 4 | Signal Advisors Wealth, LLC | 57,800 | $2.3M | 0.1% | 3.8% | +24.1% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,221 | $2.0M | 0.0% | 3.2% | +25.8% |
| 6 | WEDBUSH SECURITIES INCNEW | 43,376 | $1,738 | 0.0% | 2.9% | new |
| 7 | Kovack Advisors, Inc. | 36,105 | $1.5M | 0.1% | 2.4% | +0.3% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 25,943 | $1.0M | 0.0% | 1.7% | +31.1% |
| 9 | Cambridge Investment Research Advisors, Inc. | 25,738 | $1,031 | 0.0% | 1.7% | +5.1% |
| 10 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 20,658 | $827,748 | 0.0% | 1.4% | -3.2% |
| 11 | AE Wealth Management LLC | 19,180 | $768,506 | 0.0% | 1.3% | +8.0% |
| 12 | Legacy Capital Wealth Partners, LLC | 19,064 | $763,865 | 0.1% | 1.3% | +0.1% |
| 13 | Cetera Investment Advisers | 16,657 | $667,418 | 0.0% | 1.1% | +5.3% |
| 14 | OSAIC HOLDINGS, INC. | 15,157 | $607,419 | 0.0% | 1% | -60.2% |
| 15 | J.W. COLE ADVISORS, INC. | 14,496 | $580,824 | 0.0% | 1% | +0.2% |
| 16 | GOLDMAN SACHS GROUP INC | 12,336 | $494,292 | 0.0% | 0.8% | 0.0% |
| 17 | Proactive Wealth Strategies LLC | 11,506 | $461,022 | 0.1% | 0.8% | +0.1% |
| 18 | Private Advisor Group, LLC | 10,870 | $435,542 | 0.0% | 0.7% | +2.5% |
| 19 | 17 CAPITAL PARTNERS, LLC | 10,761 | $431,183 | 0.2% | 0.7% | +12.1% |
| 20 | MML INVESTORS SERVICES, LLCNEW | 8,617 | $345,258 | 0.0% | 0.6% | new |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 8,234 | $329,920 | 0.0% | 0.5% | +3.8% |
| 22 | RAYMOND JAMES FINANCIAL INC | 7,931 | $317,788 | 0.0% | 0.5% | -0.2% |
| 23 | Total Clarity Wealth Management, Inc. | 7,856 | $314,783 | 0.1% | 0.5% | +10.7% |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,001 | $281,434 | 0.0% | 0.5% | 0.0% |
| 25 | Brookwood Investment Group LLC | 6,131 | $245,664 | 0.0% | 0.4% | -3.4% |
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.