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Institutional Holders of KBWD

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley825,159$13,087 12/31/2023
     KBWD825,159$13,087 12/31/2023
LPL Financial LLC627,982$9,960 12/31/2023
     KBWD627,982$9,960 12/31/2023
Bank of America Corp DE365,233$5,793 12/31/2023
     KBWD365,233$5,793 12/31/2023
Gradient Investments LLC333,160$5,161 03/31/2024
     KBWD333,160$5,161 03/31/2024
Wells Fargo & Company MN316,984$5,027 12/31/2023
     KBWD316,984$5,027 12/31/2023
The PNC Financial Services Group Inc.165,744$2,629 12/31/2023
     KBWD165,744$2,629 12/31/2023
Cullen Frost Bankers Inc.112,417$1,783 12/31/2023
     KBWD112,417$1,783 12/31/2023
Strategies Wealth Advisors LLC110,144$1,706 03/31/2024
     KBWD110,144$1,706 03/31/2024
Cambridge Investment Research Advisors Inc.97,524$1,511 03/31/2024
     KBWD97,524$1,511 03/31/2024
Waterloo Capital L.P.78,655$1,247 12/31/2023
     KBWD78,655$1,247 12/31/2023
Advisor Group Holdings Inc.78,107$1,239 12/31/2023
     KBWD78,107$1,239 12/31/2023
CWM LLC75,100$1,163 03/31/2024
     KBWD75,100$1,163 03/31/2024
RSM US Wealth Management LLC72,376$1,148 12/31/2023
     KBWD72,376$1,148 12/31/2023
Harvest Investment Services LLC66,020$1,047 12/31/2023
     KBWD66,020$1,047 12/31/2023
Brookstone Capital Management65,804$1,019 03/31/2024
     KBWD65,804$1,019 03/31/2024
Equitable Holdings Inc.56,882$902 12/31/2023
     KBWD56,882$902 12/31/2023
Commonwealth Equity Services LLC54,088$858 12/31/2023
     KBWD54,088$858 12/31/2023
Atria Wealth Solutions Inc.41,844$664 12/31/2023
     KBWD41,844$664 12/31/2023
JPMorgan Chase & Co.41,731$662 12/31/2023
     KBWD41,731$662 12/31/2023
MML Investors Services LLC39,656$629 12/31/2023
     KBWD39,656$629 12/31/2023
AE Wealth Management LLC38,883$618 12/31/2023
     KBWD38,883$618 12/31/2023
Raymond James & Associates38,452$596 03/31/2024
     KBWD38,452$596 03/31/2024
Janney Montgomery Scott LLC35,218$559 12/31/2023
     KBWD35,218$559 12/31/2023
Koshinski Asset Management Inc.34,932$554 12/31/2023
     KBWD34,932$554 12/31/2023
UBS Group AG34,239$543 12/31/2023
     KBWD34,239$543 12/31/2023
Endowment Wealth Management Inc.29,952$475 12/31/2023
     KBWD29,952$475 12/31/2023
Citadel Advisors LLC $439 12/31/2023
     KBWD29,585$469 12/31/2023
     Put5,200$82 12/31/2023
     Call3,300$52 12/31/2023
Two Sigma Investments LP24,600$390 12/31/2023
     KBWD24,600$390 12/31/2023
Jaffetilchin Investment Partners LLC22,327$354 12/31/2023
     KBWD22,327$354 12/31/2023
Royal Bank of Canada19,581$311 12/31/2023
     KBWD19,581$311 12/31/2023
Centaurus Financial Inc.19,404$308 12/31/2023
     KBWD19,404$308 12/31/2023
Avantax Advisory Services Inc.17,989$285 12/31/2023
     KBWD17,989$285 12/31/2023
Mariner LLC16,374$260 12/31/2023
     KBWD16,374$260 12/31/2023
GWM Advisors LLC14,498$229 12/31/2023
     KBWD14,498$229 12/31/2023
Tower Research Capital LLC TRC 14,098$224 12/31/2023
     KBWD14,098$224 12/31/2023
Rockefeller Capital Management L.P.13,468$214 12/31/2023
     KBWD13,468$214 12/31/2023
Kestra Private Wealth Services LLC13,240$210 12/31/2023
     KBWD13,240$210 12/31/2023
Susquehanna International Group LLP12,695$201 12/31/2023
     KBWD12,695$201 12/31/2023
Comerica Bank11,988$190 12/31/2023
     KBWD11,988$190 12/31/2023
We Are One Seven LLC11,850$188 12/31/2023
     KBWD11,850$188 12/31/2023
Envestnet Asset Management Inc.10,150$161 12/31/2023
     KBWD10,150$161 12/31/2023
AlphaMark Advisors LLC9,350$145 03/31/2024
     KBWD9,350$145 03/31/2024
IFP Advisors Inc8,169$130 12/31/2023
     KBWD8,169$130 12/31/2023
Founders Financial Alliance LLC4,835$77 12/31/2023
     KBWD4,835$77 12/31/2023
ORG Partners LLC4,409$70 12/31/2023
     KBWD4,409$70 12/31/2023
Highlander Capital Management LLC4,220$67 12/31/2023
     KBWD4,220$67 12/31/2023
US Bancorp DE4,043$64 12/31/2023
     KBWD4,043$64 12/31/2023
RFP Financial Group LLC2,655$42 12/31/2023
     KBWD2,655$42 12/31/2023
Castleview Partners LLC2,503$40 12/31/2023
     KBWD2,503$40 12/31/2023
PFS Partners LLC2,046$32 03/31/2024
     KBWD2,046$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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