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KDVD · Keeley Dividend ETF · Holdings ETF

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$27.92 +0.17 (+0.60%) At close · Oct 5
Volume · Oct 5 16 Avg daily vol (3M) 307

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 2
Total Value: $5,954,207
Total Shares: 208,000

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
96.4%
Dec 2025 → Jun 2026 · range 96.4% – 100.0%
−3.6 pts
Top 5
100.0%
Dec 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
9,314
Dec 2025 → Jun 2026 · range 9,314 – 10,000
Highly concentrated−686

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +1
Institutional value: +15.9%
Shares held: +3.7%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
RMR Wealth Builders 7,400 $211,832

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 1 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
GAMCO INVESTORS, INC. ET AL KDVD $5,742,375 96.44% 200,600
RMR Wealth Builders KDVD $211,832 3.56% 7,400