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There is a long list of 68 institutional holders of KBWD within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of KBWD by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-KBWD table below,
the initial column indicates the name of each top institutional holder of KBWD, with a link to that fund's top holdings. The next columns
indicate the amount of KBWD stock held by each of the institutional holders of KBWD, followed by the KBWD position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 825,159 | $13,087 | 12/31/2023 | KBWD | 825,159 | $13,087 | 12/31/2023 | LPL Financial LLC | 627,982 | $9,960 | 12/31/2023 | KBWD | 627,982 | $9,960 | 12/31/2023 | Bank of America Corp DE | 365,233 | $5,793 | 12/31/2023 | KBWD | 365,233 | $5,793 | 12/31/2023 | Gradient Investments LLC | 333,160 | $5,161 | 03/31/2024 | KBWD | 333,160 | $5,161 | 03/31/2024 | Wells Fargo & Company MN | 316,984 | $5,027 | 12/31/2023 | KBWD | 316,984 | $5,027 | 12/31/2023 | The PNC Financial Services Group Inc. | 165,744 | $2,629 | 12/31/2023 | KBWD | 165,744 | $2,629 | 12/31/2023 | Cullen Frost Bankers Inc. | 112,417 | $1,783 | 12/31/2023 | KBWD | 112,417 | $1,783 | 12/31/2023 | Strategies Wealth Advisors LLC | 110,144 | $1,706 | 03/31/2024 | KBWD | 110,144 | $1,706 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 97,524 | $1,511 | 03/31/2024 | KBWD | 97,524 | $1,511 | 03/31/2024 | Waterloo Capital L.P. | 78,655 | $1,247 | 12/31/2023 | KBWD | 78,655 | $1,247 | 12/31/2023 | Advisor Group Holdings Inc. | 78,107 | $1,239 | 12/31/2023 | KBWD | 78,107 | $1,239 | 12/31/2023 | CWM LLC | 75,100 | $1,163 | 03/31/2024 | KBWD | 75,100 | $1,163 | 03/31/2024 | RSM US Wealth Management LLC | 72,376 | $1,148 | 12/31/2023 | KBWD | 72,376 | $1,148 | 12/31/2023 | Harvest Investment Services LLC | 66,020 | $1,047 | 12/31/2023 | KBWD | 66,020 | $1,047 | 12/31/2023 | Brookstone Capital Management | 65,804 | $1,019 | 03/31/2024 | KBWD | 65,804 | $1,019 | 03/31/2024 | Equitable Holdings Inc. | 56,882 | $902 | 12/31/2023 | KBWD | 56,882 | $902 | 12/31/2023 | Commonwealth Equity Services LLC | 54,088 | $858 | 12/31/2023 | KBWD | 54,088 | $858 | 12/31/2023 | Atria Wealth Solutions Inc. | 41,844 | $664 | 12/31/2023 | KBWD | 41,844 | $664 | 12/31/2023 | JPMorgan Chase & Co. | 41,731 | $662 | 12/31/2023 | KBWD | 41,731 | $662 | 12/31/2023 | MML Investors Services LLC | 39,656 | $629 | 12/31/2023 | KBWD | 39,656 | $629 | 12/31/2023 | AE Wealth Management LLC | 38,883 | $618 | 12/31/2023 | KBWD | 38,883 | $618 | 12/31/2023 | Raymond James & Associates | 38,452 | $596 | 03/31/2024 | KBWD | 38,452 | $596 | 03/31/2024 | Janney Montgomery Scott LLC | 35,218 | $559 | 12/31/2023 | KBWD | 35,218 | $559 | 12/31/2023 | Koshinski Asset Management Inc. | 34,932 | $554 | 12/31/2023 | KBWD | 34,932 | $554 | 12/31/2023 | UBS Group AG | 34,239 | $543 | 12/31/2023 | KBWD | 34,239 | $543 | 12/31/2023 | Endowment Wealth Management Inc. | 29,952 | $475 | 12/31/2023 | KBWD | 29,952 | $475 | 12/31/2023 | Citadel Advisors LLC | | $439 | 12/31/2023 | KBWD | 29,585 | $469 | 12/31/2023 | Put | 5,200 | $82 | 12/31/2023 | Call | 3,300 | $52 | 12/31/2023 | Two Sigma Investments LP | 24,600 | $390 | 12/31/2023 | KBWD | 24,600 | $390 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 22,327 | $354 | 12/31/2023 | KBWD | 22,327 | $354 | 12/31/2023 | Royal Bank of Canada | 19,581 | $311 | 12/31/2023 | KBWD | 19,581 | $311 | 12/31/2023 | Centaurus Financial Inc. | 19,404 | $308 | 12/31/2023 | KBWD | 19,404 | $308 | 12/31/2023 | Avantax Advisory Services Inc. | 17,989 | $285 | 12/31/2023 | KBWD | 17,989 | $285 | 12/31/2023 | Mariner LLC | 16,374 | $260 | 12/31/2023 | KBWD | 16,374 | $260 | 12/31/2023 | GWM Advisors LLC | 14,498 | $229 | 12/31/2023 | KBWD | 14,498 | $229 | 12/31/2023 | Tower Research Capital LLC TRC | 14,098 | $224 | 12/31/2023 | KBWD | 14,098 | $224 | 12/31/2023 | Rockefeller Capital Management L.P. | 13,468 | $214 | 12/31/2023 | KBWD | 13,468 | $214 | 12/31/2023 | Kestra Private Wealth Services LLC | 13,240 | $210 | 12/31/2023 | KBWD | 13,240 | $210 | 12/31/2023 | Susquehanna International Group LLP | 12,695 | $201 | 12/31/2023 | KBWD | 12,695 | $201 | 12/31/2023 | Comerica Bank | 11,988 | $190 | 12/31/2023 | KBWD | 11,988 | $190 | 12/31/2023 | We Are One Seven LLC | 11,850 | $188 | 12/31/2023 | KBWD | 11,850 | $188 | 12/31/2023 | Envestnet Asset Management Inc. | 10,150 | $161 | 12/31/2023 | KBWD | 10,150 | $161 | 12/31/2023 | AlphaMark Advisors LLC | 9,350 | $145 | 03/31/2024 | KBWD | 9,350 | $145 | 03/31/2024 | IFP Advisors Inc | 8,169 | $130 | 12/31/2023 | KBWD | 8,169 | $130 | 12/31/2023 | Founders Financial Alliance LLC | 4,835 | $77 | 12/31/2023 | KBWD | 4,835 | $77 | 12/31/2023 | ORG Partners LLC | 4,409 | $70 | 12/31/2023 | KBWD | 4,409 | $70 | 12/31/2023 | Highlander Capital Management LLC | 4,220 | $67 | 12/31/2023 | KBWD | 4,220 | $67 | 12/31/2023 | US Bancorp DE | 4,043 | $64 | 12/31/2023 | KBWD | 4,043 | $64 | 12/31/2023 | RFP Financial Group LLC | 2,655 | $42 | 12/31/2023 | KBWD | 2,655 | $42 | 12/31/2023 | Castleview Partners LLC | 2,503 | $40 | 12/31/2023 | KBWD | 2,503 | $40 | 12/31/2023 | PFS Partners LLC | 2,046 | $32 | 03/31/2024 | KBWD | 2,046 | $32 | 03/31/2024 |
See All: Funds Holding KBWD
See Details: Top 10 Hedge Funds Holding KBWD
Also See: KBWD Holdings Changes
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