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Institutional Holders of KBWP

There is a long list of 54 institutional holders of KBWP 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 KBWP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-KBWP table below, the initial column indicates the name of each top institutional holder of KBWP, with a link to that fund's top holdings. The next columns indicate the amount of KBWP stock held by each of the institutional holders of KBWP, followed by the KBWP 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
Harel Insurance Investments & Financial Services Ltd.405,000$36,657 12/31/2023
     KBWP405,000$36,657 12/31/2023
LPL Financial LLC162,974$14,751 12/31/2023
     KBWP162,974$14,751 12/31/2023
Mutual Advisors LLC77,372$7,003 12/31/2023
     KBWP77,372$7,003 12/31/2023
Ameriprise Financial Inc.58,716$5,313 12/31/2023
     KBWP58,716$5,313 12/31/2023
Royal Bank of Canada51,670$4,676 12/31/2023
     KBWP51,670$4,676 12/31/2023
Raymond James & Associates30,856$3,325 03/31/2024
     KBWP30,856$3,325 03/31/2024
Morgan Stanley33,598$3,041 12/31/2023
     KBWP33,598$3,041 12/31/2023
Stegent Equity Advisors Inc.20,897$1,891 12/31/2023
     KBWP20,897$1,891 12/31/2023
Focus Financial Network Inc.18,537$1,889 03/31/2024
     KBWP18,537$1,889 03/31/2024
Focus Financial Network Inc. ADV18,761$1,698 12/31/2023
     KBWP18,761$1,698 12/31/2023
Goldman Sachs Group Inc.18,193$1,647 12/31/2023
     KBWP18,193$1,647 12/31/2023
Bank of America Corp DE17,947$1,624 12/31/2023
     KBWP17,947$1,624 12/31/2023
Fulcrum Equity Management13,381$1,442 03/31/2024
     KBWP13,381$1,442 03/31/2024
DAVENPORT & Co LLC15,174$1,373 12/31/2023
     KBWP15,174$1,373 12/31/2023
Kingsview Wealth Management LLC12,003$1,086 12/31/2023
     KBWP12,003$1,086 12/31/2023
Nilsine Partners LLC9,444$1,018 03/31/2024
     KBWP9,444$1,018 03/31/2024
MML Investors Services LLC10,993$995 12/31/2023
     KBWP10,993$995 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,019$816 12/31/2023
     KBWP9,019$816 12/31/2023
Susquehanna International Group LLP8,927$808 12/31/2023
     KBWP8,927$808 12/31/2023
Commonwealth Equity Services LLC8,602$779 12/31/2023
     KBWP8,602$779 12/31/2023
Menora Mivtachim Holdings LTD.8,000$724 12/31/2023
     KBWP8,000$724 12/31/2023
RDA Financial Network5,350$576 03/31/2024
     KBWP5,350$576 03/31/2024
Envestnet Asset Management Inc.6,069$549 12/31/2023
     KBWP6,069$549 12/31/2023
Advisor Group Holdings Inc.5,335$483 12/31/2023
     KBWP5,335$483 12/31/2023
Bank of Montreal Can5,304$481 12/31/2023
     KBWP5,304$481 12/31/2023
Janney Montgomery Scott LLC4,702$426 12/31/2023
     KBWP4,702$426 12/31/2023
Ameritas Advisory Services LLC4,087$400 12/31/2023
     KBWP4,087$400 12/31/2023
Cambridge Investment Research Advisors Inc.3,463$373 03/31/2024
     KBWP3,463$373 03/31/2024
Raymond James Financial Services Advisors Inc.2,931$316 03/31/2024
     KBWP2,931$316 03/31/2024
J.W. Cole Advisors Inc.3,431$311 12/31/2023
     KBWP3,431$311 12/31/2023
Private Advisory Group LLC3,197$289 12/31/2023
     KBWP3,197$289 12/31/2023
Legacy Capital Group California Inc.3,147$285 12/31/2023
     KBWP3,147$285 12/31/2023
Carr Financial Group Corp2,252$243 03/31/2024
     KBWP2,252$243 03/31/2024
Brookstone Capital Management2,139$230 03/31/2024
     KBWP2,139$230 03/31/2024
Cetera Investment Advisers2,498$226 12/31/2023
     KBWP2,498$226 12/31/2023
Great Valley Advisor Group Inc.2,473$224 12/31/2023
     KBWP2,473$224 12/31/2023
GSA Capital Partners LLP2,465$223 12/31/2023
     KBWP2,465$223 12/31/2023
Hudock Inc.2,306$209 12/31/2023
     KBWP2,306$209 12/31/2023
IHT Wealth Management LLC2,277$206 12/31/2023
     KBWP2,277$206 12/31/2023
Advisors Preferred LLC1,669$153 12/31/2023
     KBWP1,669$153 12/31/2023
AdvisorNet Financial Inc1,219$131 03/31/2024
     KBWP1,219$131 03/31/2024
UBS Group AG1,064$96 12/31/2023
     KBWP1,064$96 12/31/2023
Geneos Wealth Management Inc.798$72 12/31/2023
     KBWP798$72 12/31/2023
Private Trust Co. NA530$57 03/31/2024
     KBWP530$57 03/31/2024
Wells Fargo & Company MN321$29 12/31/2023
     KBWP321$29 12/31/2023
IFP Advisors Inc220$20 12/31/2023
     KBWP220$20 12/31/2023
Comerica Bank175$16 12/31/2023
     KBWP175$16 12/31/2023
BOK Financial Private Wealth Inc.150$14 12/31/2023
     KBWP150$14 12/31/2023
FMR LLC116$10 12/31/2023
     KBWP116$10 12/31/2023
Principal Securities Inc.62$6 12/31/2023
     KBWP62$6 12/31/2023

See All: Funds Holding KBWP
See Details: Top 10 Hedge Funds Holding KBWP
Also See: KBWP Holdings Changes

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