Key Financial Inc ETF holdings
West Chester, PA
Reported $403.9M in 487 ETFs in its Form 13F for June 30, 2026.
ETF value
$403.9M
ETFs held
487
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
66.1%
of $610.6M
Top 10 of 487 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DOL | WisdomTree True Developed International Fund | $22.8M | 306,315 | −15,020 shares |
| DNL | WisdomTree Global ex-U.S. Quality Growth Fund | $20.9M | 452,268 | −10,564 shares |
| EES | WisdomTree U.S. SmallCap Earnings Fund | $19.9M | 293,975 | +5,936 shares |
| SLYV | State Street SPDR S&P 600 Small Cap Value ETF | $19.7M | 180,724 | −2,315 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $19.6M | 861,313 | +87,983 shares |
| BUFR | FT Vest Laddered Buffer ETF | $14.7M | 402,453 | −7,903 shares |
| EFG | iShares MSCI EAFE Growth ETF | $12.5M | 100,190 | +10,210 shares |
| FICS | First Trust International Developed Cap Strength ETF | $10.4M | 248,600 | −1,090 shares |
| SLYG | State Street SPDR S&P 600 Small Cap Growth ETF | $9.6M | 80,325 | −2,802 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $9.2M | 96,015 | +478 shares |
477 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001801720. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Key Financial Inc own?
Key Financial Inc reported 487 ETF positions worth $403.9M in its Form 13F for June 30, 2026. The largest was DOL, at $22.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.