FIRST TR EXCHANGE-TRADED FD (KNG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
301
Reporting holders
$1.8B
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $279.4M | 5,533,263 | 0.06% | 22q | HELD |
| MORGAN STANLEY | $248.0M | 4,911,743 | 0.01% | 18q | -10.1%-$27.9M |
| WELLS FARGO & COMPANY/MN | $156.6M | 3,100,855 | 0.03% | 19q | -51.7%-$167.9M |
| RAYMOND JAMES FINANCIAL INC | $109.4M | 2,165,360 | 0.03% | 7q | -5.4%-$6.2M |
| UBS Group AG | $100.3M | 1,986,894 | 0.01% | 22q | -4.4%-$4.7M |
| ENVESTNET ASSET MANAGEMENT INC | $67.9M | 1,344,081 | 0.02% | 21q | HELD |
| TRUIST FINANCIAL CORP | $60.4M | 1,195,889 | 0.07% | 14q | -0.5%-$305.7K |
| ROYAL BANK OF CANADA | $57.3M | 1,135,148 | 0.01% | 22q | -4.4%-$2.6M |
| Cetera Investment Advisers | $53.4M | 1,056,529 | 0.05% | 20q | -1.4%-$774.2K |
| Southern Financial Group, LLC | $32.4M | 641,223 | 8.26% | new | FIRST |
| OSAIC HOLDINGS, INC. | $27.6M | 545,961 | 0.03% | 22q | +25.0%+$5.5M |
| Capital Investment Advisors, LLC | $24.6M | 486,683 | 0.32% | 7q | -4.5%-$1.2M |
| Wagner Wealth Management, LLC | $21.2M | 420,348 | 3.93% | 13q | -17.7%-$4.6M |
| Rockefeller Capital Management L.P. | $19.9M | 393,338 | 0.03% | 12q | +1.0%+$198.8K |
| Kestra Advisory Services, LLC | $19.7M | 389,251 | 0.06% | 22q | HELD |
| PSI Advisors, LLC | $19.5M | 385,687 | 4.52% | 4q | -24.0%-$6.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.9M | 354,538 | 0.02% | 21q | -10.7%-$2.1M |
| Modern Wealth Management, LLC | $17.4M | 344,253 | 0.21% | 7q | +3928.2%+$17.0M |
| Brookstone Capital Management | $17.0M | 336,209 | 0.17% | 15q | +0.6%+$99.8K |
| STIFEL FINANCIAL CORP | $16.5M | 326,395 | 0.01% | 19q | +0.5%+$90.1K |
| Steward Partners Investment Advisory, LLC | $16.2M | 320,973 | 0.08% | 21q | +7.6%+$1.1M |
| Curran Financial Partners, LLC | $15.4M | 305,615 | 2.30% | 5q | +13.3%+$1.8M |
| Solitude Financial Services | $14.3M | 282,994 | 3.96% | 22q | +4.0%+$554.4K |
| Compass Financial Services Inc | $13.6M | 269,549 | 5.09% | 7q | +4.6%+$601.2K |
| Symphony Financial Services, Inc. | $10.5M | 207,896 | 4.72% | 6q | +6.1%+$599.0K |
| HARBOUR INVESTMENTS, INC. | $9.6M | 189,571 | 0.13% | 21q | -2.5%-$247.9K |
| Private Advisor Group, LLC | $8.9M | 175,737 | 0.04% | 19q | +9.4%+$761.5K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.7M | 172,682 | 1.30% | 6q | +2.2%+$191.1K |
| MML INVESTORS SERVICES, LLC | $8.4M | 166,974 | 0.02% | 19q | -10.5%-$989.5K |
| Argent Advisors, Inc. | $8.2M | 162,868 | 2.06% | 10q | -0.6%-$53.4K |
| PRINCIPAL SECURITIES, INC. | $7.9M | 156,815 | 0.10% | 11q | +1.4%+$108.1K |
| &PARTNERS | $7.9M | 156,043 | 0.03% | 8q | -25.1%-$2.6M |
| NewEdge Advisors, LLC | $7.4M | 146,889 | 0.02% | 16q | +23.0%+$1.4M |
| Integrated Wealth Concepts LLC | $7.0M | 138,120 | 0.03% | 20q | -4.3%-$313.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.9M | 136,925 | 0.13% | 6q | -5.9%-$433.8K |
| Snowden Capital Advisors LLC | $6.7M | 133,085 | 0.16% | 20q | +1.7%+$115.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.1M | 120,881 | 0.29% | 8q | +4.1%+$239.4K |
| Atlas Private Wealth Advisors | $5.9M | 116,194 | 1.28% | 6q | -21.5%-$1.6M |
| Indivisible Partners | $5.6M | 110,303 | 0.31% | 3q | +7.5%+$389.6K |
| MILESTONE ASSET MANAGEMENT, LLC | $5.4M | 106,157 | 0.84% | 10q | +7.5%+$372.6K |
| Farther Finance Advisors, LLC | $5.3M | 105,249 | 0.04% | 14q | +20.0%+$886.2K |
| Prospera Financial Services Inc | $5.2M | 102,447 | 0.08% | 12q | +6.2%+$303.8K |
| PFS Partners, LLC | $5.0M | 98,075 | 2.01% | 18q | +1.9%+$90.6K |
| HighTower Advisors, LLC | $4.9M | 96,695 | 0.00% | 21q | +2.0%+$94.4K |
| Pinnacle Financial Partners, Inc. | $4.8M | 94,745 | 0.03% | 3q | +7.2%+$321.3K |
| RFG Advisory, LLC | $4.8M | 94,344 | 0.07% | 13q | +19.0%+$759.6K |
| Baird Financial Group, Inc. | $4.6M | 90,516 | 0.01% | 10q | -26.4%-$1.6M |
| OneDigital Investment Advisors LLC | $4.4M | 87,567 | 0.04% | 12q | +6.3%+$261.6K |
| Next Level Private LLC | $4.4M | 87,246 | 0.86% | 10q | +7.2%+$296.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 85,740 | 0.01% | 12q | -50.8%-$4.5M |
| Teamwork Financial Advisors, LLC | $4.4M | 86,505 | 0.40% | 5q | +5.5%+$227.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 85,168 | 0.00% | 7q | +162.1%+$2.7M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.3M | 84,430 | 0.26% | 7q | +21.7%+$765.5K |
| Foundations Investment Advisors, LLC | $4.2M | 82,215 | 0.04% | 13q | +19.1%+$666.8K |
| RETIREMENT GUYS FORMULA LLC | $4.1M | 80,287 | 1.53% | 6q | +6.5%+$247.2K |
| Concurrent Investment Advisors, LLC | $4.0M | 79,331 | 0.03% | 11q | +1.6%+$62.6K |
| IFP Advisors, Inc | $3.8M | 75,925 | 0.07% | 22q | +32.1%+$931.4K |
| Arax Advisory Partners | $3.8M | 74,593 | 0.02% | 3q | -2.2%-$83.5K |
| D.A. DAVIDSON & CO. | $3.3M | 65,757 | 0.02% | 14q | -15.2%-$594.6K |
| Z3 Capital Partners, LLC | $3.2M | 63,974 | 0.68% | 3q | -27.8%-$1.2M |
| Beacon Pointe Advisors, LLC | $3.2M | 63,057 | 0.01% | 18q | +5.2%+$158.1K |
| Focus Partners Wealth | $3.1M | 62,014 | 0.00% | 7q | HELD |
| Gladstone Institutional Advisory LLC | $3.1M | 60,466 | 0.10% | 5q | +7.4%+$211.5K |
| Gerald Baker Financial Group LLC | $3.0M | 60,245 | 0.87% | 2q | +6.7%+$191.0K |
| Raab & Moskowitz Asset Management LLC | $3.0M | 59,020 | 0.60% | 21q | HELD |
| NewEdge Wealth, LLC | $2.9M | 57,700 | 0.03% | 12q | HELD |
| Strategic Financial Concepts, LLC | $2.9M | 57,473 | 0.86% | 2q | +2.0%+$56.4K |
| Ameritas Advisory Services, LLC | $2.9M | 57,453 | 0.06% | 19q | +198.7%+$1.9M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.8M | 55,939 | 0.03% | 12q | HELD |
| Proactive Wealth Strategies LLC | $2.8M | 55,436 | 0.45% | 8q | -4.1%-$119.2K |
| Gateway Wealth Partners, LLC | $2.7M | 54,010 | 0.16% | 15q | -45.9%-$2.3M |
| OLD MISSION CAPITAL LLC | $2.7M | 52,669 | 0.04% | new | NEW |
| Elevated Capital Advisors, LLC | $2.6M | 51,928 | 0.72% | 13q | +2.5%+$64.2K |
| Inspire Advisors, LLC | $2.4M | 48,176 | 0.17% | 2q | +427.2%+$2.0M |
| Arkadios Wealth Advisors | $2.4M | 46,918 | 0.04% | 19q | -90.7%-$23.2M |
| SILVER OAK SECURITIES, INCORPORATED | $2.3M | 46,341 | 0.14% | 12q | +1.7%+$40.1K |
| Capital Investment Advisory Services, LLC | $2.3M | 46,137 | 0.14% | 22q | -1.1%-$26.5K |
| Sanctuary Advisors, LLC | $2.2M | 44,439 | 0.01% | 9q | HELD |
| IHT Wealth Management, LLC | $2.2M | 44,386 | 0.05% | 12q | +5.8%+$123.4K |
| Signature Equity Partners, LLC | $2.2M | 44,366 | 1.03% | 3q | +2.6%+$57.1K |
| Goldstone Financial Group, LLC | $2.2M | 43,589 | 0.20% | 14q | -3.2%-$73.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.2M | 43,095 | 0.10% | 12q | -5.5%-$125.8K |
| Sequent Planning LLC | $2.1M | 42,195 | 0.46% | 10q | -19.5%-$516.5K |
| LANGLEY WEALTH MANAGEMENT, LLC | $2.0M | 80,138 | 1.72% | new | FIRST |
| J.W. COLE ADVISORS, INC. | $2.0M | 39,576 | 0.03% | new | NEW |
| Maia Wealth LLC | $2.0M | 38,911 | 0.29% | 9q | -2.9%-$58.2K |
| DAVENPORT & Co LLC | $1.9M | 38,551 | 0.01% | new | NEW |
| Cornerstone Wealth Management, LLC | $1.9M | 37,453 | 0.08% | 20q | -4.7%-$92.4K |
| Dynamic Advisor Solutions LLC | $1.8M | 36,221 | 0.05% | 5q | +3.4%+$59.9K |
| BlueChip Wealth Advisors LLC | $1.8M | 36,027 | 0.69% | 11q | +8.5%+$143.2K |
| PRECEDENT WEALTH PARTNERS, LLC | $1.8M | 35,807 | 0.30% | 9q | +5.7%+$97.5K |
| Triumph Capital Management | $1.7M | 34,590 | 0.32% | 11q | -43.6%-$1.3M |
| Legacy Wealth Managment, LLC/ID | $1.7M | 33,700 | 0.70% | 8q | +2.1%+$34.2K |
| Resolute Wealth Strategies, LLC | $1.7M | 33,697 | 0.66% | 8q | +11.0%+$168.8K |
| Cresset Asset Management, LLC | $1.7M | 32,827 | 0.01% | 13q | -0.7%-$12.2K |
| BARRETT & COMPANY, INC. | $1.6M | 31,382 | 0.44% | 16q | +9.1%+$132.1K |
| BEAM WEALTH ADVISORS, INC. | $1.6M | 31,822 | 0.18% | 5q | +97.2%+$778.0K |
| Tandem Financial, LLC | $1.5M | 29,851 | 0.45% | 7q | -10.0%-$167.9K |
| Stonebridge Financial Planning Group, LLC | $1.5M | 29,654 | 0.48% | 12q | -37.0%-$879.2K |
| Equitable Holdings, Inc. | $1.5M | 29,400 | 0.01% | 12q | -29.5%-$619.8K |
Showing the largest 100 of 309 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 301 | $1.8B | 36,066,870 | 24 | 108 | 116 | 0.0% |
| Q1 2026 | 296 | $2.0B | 40,763,051 | 27 | 113 | 109 | 0.0% |
| Q4 2025 | 307 | $1.8B | 37,468,902 | 32 | 86 | 137 | 0.0% |
| Q3 2025 | 293 | $2.0B | 40,763,924 | 27 | 103 | 119 | 1.3% |
| Q2 2025 | 301 | $2.2B | 45,317,567 | 26 | 131 | 104 | 0.0% |
| Q1 2025 | 306 | $2.1B | 41,456,162 | 27 | 137 | 98 | 0.0% |
| Q4 2024 | 305 | $2.1B | 41,344,460 | 31 | 136 | 72 | 0.0% |
| Q3 2024 | 268 | $2.0B | 36,665,008 | 37 | 123 | 70 | 0.0% |
| Q2 2024 | 251 | $1.7B | 33,033,751 | 29 | 135 | 58 | 0.0% |
| Q1 2024 | 237 | $2.0B | 38,113,704 | 36 | 130 | 49 | 0.0% |
| Q4 2023 | 217 | $1.4B | 27,541,551 | 48 | 102 | 36 | 0.0% |
| Q3 2023 | 169 | $867.1M | 17,575,987 | 43 | 92 | 21 | 0.0% |
| Q2 2023 | 138 | $470.2M | 8,898,242 | 27 | 63 | 26 | 0.1% |
| Q1 2023 | 124 | $367.6M | 7,146,860 | 19 | 45 | 31 | 0.0% |
| Q4 2022 | 103 | $326.3M | 6,364,146 | 18 | 34 | 30 | 0.0% |
| Q3 2022 | 112 | $292.0M | 6,384,674 | 17 | 44 | 32 | 0.0% |
| Q2 2022 | 104 | $306.7M | 6,231,030 | 13 | 43 | 26 | 0.0% |
| Q1 2022 | 98 | $306.1M | 5,682,401 | 19 | 56 | 10 | 0.0% |
| Q4 2021 | 84 | $232.6M | 4,079,866 | 18 | 38 | 14 | 0.0% |
| Q3 2021 | 63 | $155.8M | 2,989,216 | 12 | 40 | 6 | 0.0% |
| Q2 2021 | 55 | $118.5M | 2,212,122 | 28 | 21 | 4 | 0.0% |
| Q1 2021 | 31 | $67.8M | 1,327,458 | 28 | 1 | 1 | 0.0% |
| Q4 2020 | 22 | $54.4M | 1,148,638 | 2 | 7 | 5 | 0.0% |
| Q3 2020 | 21 | $34.4M | 795,002 | 5 | 4 | 10 | 0.0% |
| Q2 2020 | 17 | $23.8M | 584,749 | 3 | 5 | 7 | 0.0% |
| Q1 2020 | 18 | $19.7M | 562,869 | 4 | 8 | 3 | 0.0% |
| Q4 2019 | 17 | $24.3M | 525,089 | 4 | 7 | 1 | 0.0% |
| Q3 2019 | 13 | $19.2M | 435,501 | 5 | 2 | 4 | 0.0% |
| Q2 2019 | 11 | $20.3M | 468,946 | 4 | 2 | 3 | 0.0% |
| Q1 2019 | 8 | $19.0M | 445,231 | 3 | 5 | 0 | 0.0% |
| Q4 2018 | 8 | $14.7M | 386,939 | 0 | 0 | 0 | 0.0% |