Institutions / Key FInancial Inc
Key FInancial Inc
CIK 1801720 · Institution · as of Dec 31, 2025
Portfolio value
$547.93M
Positions
1,440
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,440 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $26.41M | 4.8% |
| WisdomTree Tr | $21.09M | 3.8% |
| WisdomTree Tr | $18.64M | 3.4% |
| SPDR Series Trust | $16.53M | 3.0% |
| iShares MSCI UAE ETF | $16.24M | 3.0% |
| WisdomTree Tr | $16.17M | 3.0% |
| First Tr Exchng Traded Fd VI | $14.11M | 2.6% |
| Microsoft Corp | $13.40M | 2.4% |
| First Tr Exchange Traded Fd | $9.91M | 1.8% |
| iShares Tr | $9.10M | 1.7% |
| SPDR Series Trust | $8.45M | 1.5% |
| WisdomTree Trust | $8.33M | 1.5% |
| SPDR Series Trust | $8.26M | 1.5% |
| SPDR Series Trust | $7.82M | 1.4% |
| First Tr Exch Traded Fd III | $7.73M | 1.4% |
| J P Morgan Exchange Traded F | $7.34M | 1.3% |
| Invesco Exch Trd Slf Idx Fd | $7.31M | 1.3% |
| Broadcom Inc. | $7.00M | 1.3% |
| JPMORGAN CHASE & CO | $6.96M | 1.3% |
| SPDR Series Trust | $6.80M | 1.2% |
| NVIDIA Corp | $6.49M | 1.2% |
| SPDR Series Trust | $6.17M | 1.1% |
| Amazon.com Inc | $5.82M | 1.1% |
| Exxon Mobil Corp | $5.76M | 1.1% |
| WisdomTree Tr | $5.41M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.