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FT - S&P 500 DVD Aristocrats (KNGZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares415,892 from 432,680
Change-16,788 (-4%)
Value$16.9M (-$481.3K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares64,063 from 65,455
Change-1,392 (-2%)
Value$2.6M (-$26.3K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares60,579 from 57,800
Change+2,779 (+5%)
Value$2.5M (+$139.2K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares46,624 from 43,376
Change+3,248 (+7%)
Value$1.9M (+$152.0K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares26,534 from 25,738
Change+796 (+3%)
Value$1.1M (+$44.0K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares19,081 from 19,064
Change+17 (+0%)
Value$773.3K (+$9.5K)
Filed 2026-10-21
Nations Financial Group Inc,
DECREASED
Shares18,496 from 20,658
Change-2,162 (-10%)
Value$749.6K (-$78.1K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares13,915 from 14,496
Change-581 (-4%)
Value$564.0K (-$16.8K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares9,251 from 7,856
Change+1,395 (+18%)
Value$374.9K (+$60.2K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares8,255 from 8,234
Change+21 (+0%)
Value$334.6K (+$4.7K)
Filed 2026-11-02
Truist Financial Corp
NEW
Shares7,304
Change+7,304
Value$296.0K
Filed 2026-10-30
International Assets Investment Management, LLC
UNCHANGED
Shares7,001 from 7,001
Change0 (0%)
Value$287.1K (+$5.7K)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED
Shares5,636 from 5,561
Change+75 (+1%)
Value$228.4K (+$5.6K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares3,312 from 2,726
Change+586 (+22%)
Value$134.2K (+$25.0K)
Filed 2026-10-08
Private Trust Co NA
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$62.0K (+$704)
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$17.0K (+$194)
Filed 2026-10-26
Prospera Financial Services Inc
CLOSED
Shares0 from 4,996
Change-4,996 (-100%)
Value$0 (-$200.5K)
Filed 2026-11-04
Harvest Investment Services, LLC
N/A
Shares— from 91,335
Change-91,335 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 49,221
Change-49,221 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 36,105
Change-36,105 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 25,943
Change-25,943 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,180
Change-19,180 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 16,657
Change-16,657 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,157
Change-15,157 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,336
Change-12,336 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 11,506
Change-11,506 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 10,761
Change-10,761 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,617
Change-8,617 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,931
Change-7,931 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 613
Change-613 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 443
Change-443 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 203
Change-203 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED415,892432,680-16,788-4%$17.3M$16.9M-$481.3K2026-11-06
D.A. Davidson & Co.
DECREASED64,06365,455-1,392-2%$2.6M$2.6M-$26.3K2026-10-28
Signal Advisors Wealth, LLC
INCREASED60,57957,800+2,779+5%$2.3M$2.5M+$139.2K2026-10-13
Wedbush Securities Inc
INCREASED46,62443,376+3,248+7%$1.7M$1.9M+$152.0K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED26,53425,738+796+3%$1.0M$1.1M+$44.0K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED19,08119,064+17+0%$763.9K$773.3K+$9.5K2026-10-21
Nations Financial Group Inc,
DECREASED18,49620,658-2,162-10%$827.7K$749.6K-$78.1K2026-11-05
J.W. Cole Advisors, Inc.
DECREASED13,91514,496-581-4%$580.8K$564.0K-$16.8K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED9,2517,856+1,395+18%$314.8K$374.9K+$60.2K2026-10-26
Commonwealth Equity Services, LLC
INCREASED8,2558,234+21+0%$329.9K$334.6K+$4.7K2026-11-02
Truist Financial Corp
NEW7,304—+7,304——$296.0K—2026-10-30
International Assets Investment Management, LLC
UNCHANGED7,0017,00100%$281.4K$287.1K+$5.7K2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED5,6365,561+75+1%$222.8K$228.4K+$5.6K2026-10-19
Farther Finance Advisors, LLC
INCREASED3,3122,726+586+22%$109.2K$134.2K+$25.0K2026-10-08
Private Trust Co NA
UNCHANGED1,5301,53000%$61.3K$62.0K+$7042026-10-20
Lanark Financial, Inc.
UNCHANGED41941900%$16.8K$17.0K+$1942026-10-26
Prospera Financial Services Inc
CLOSED04,996-4,996-100%$200.5K$0-$200.5K2026-11-04
Harvest Investment Services, LLC
N/A—91,335-91,335-100%$3.7M———
Susquehanna International Group, LLP
N/A—49,221-49,221-100%$2.0M———
Kovack Advisors, Inc.
N/A—36,105-36,105-100%$1.5M———
Envestnet Asset Management Inc
N/A—25,943-25,943-100%$1.0M———
AE Wealth Management LLC
N/A—19,180-19,180-100%$768.5K———
Cetera Investment Advisers
N/A—16,657-16,657-100%$667.4K———
Osaic Holdings, Inc.
N/A—15,157-15,157-100%$607.4K———
Goldman Sachs Group Inc
N/A—12,336-12,336-100%$494.3K———
Proactive Wealth Strategies LLC
N/A—11,506-11,506-100%$461.0K———
Private Advisor Group, LLC
N/A—10,870-10,870-100%$435.5K———
17 Capital Partners, LLC
N/A—10,761-10,761-100%$431.2K———
MML Investors Services, LLC
N/A—8,617-8,617-100%$345.3K———
Raymond James Financial Inc
N/A—7,931-7,931-100%$317.8K———
Brookwood Investment Group LLC
N/A—6,131-6,131-100%$245.7K———
Impact Partnership Wealth, LLC
N/A—5,980-5,980-100%$239.6K———
Global Retirement Partners, LLC
N/A—4,800-4,800-100%$192.3K———
NewEdge Advisors, LLC
N/A—4,417-4,417-100%$177.0K———
Harbour Investments, Inc.
N/A—4,089-4,089-100%$163.8K———
Darwin Wealth Management, LLC
N/A—3,380-3,380-100%$135.4K———
IFG Advisory, LLC
N/A—2,327-2,327-100%$93.2K———
Nova Wealth Management, Inc.
N/A—613-613-100%$24.6K———
Rockefeller Capital Management L.P.
N/A—443-443-100%$17.8K———
Arax Advisory Partners
N/A—203-203-100%$8.1K———
Morgan Stanley
N/A—1-1-100%$63———
Wells Fargo & Company
N/A—1-1-100%$55———
Showing 42 of 42 institutions