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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Harel Insurance Investments & Financial Services Ltd. | 405,000 | $36,657 | 12/31/2023 | KBWP | 405,000 | $36,657 | 12/31/2023 | LPL Financial LLC | 162,974 | $14,751 | 12/31/2023 | KBWP | 162,974 | $14,751 | 12/31/2023 | Mutual Advisors LLC | 77,372 | $7,003 | 12/31/2023 | KBWP | 77,372 | $7,003 | 12/31/2023 | Ameriprise Financial Inc. | 58,716 | $5,313 | 12/31/2023 | KBWP | 58,716 | $5,313 | 12/31/2023 | Royal Bank of Canada | 51,670 | $4,676 | 12/31/2023 | KBWP | 51,670 | $4,676 | 12/31/2023 | Raymond James & Associates | 30,856 | $3,325 | 03/31/2024 | KBWP | 30,856 | $3,325 | 03/31/2024 | Morgan Stanley | 33,598 | $3,041 | 12/31/2023 | KBWP | 33,598 | $3,041 | 12/31/2023 | Stegent Equity Advisors Inc. | 20,897 | $1,891 | 12/31/2023 | KBWP | 20,897 | $1,891 | 12/31/2023 | Focus Financial Network Inc. | 18,537 | $1,889 | 03/31/2024 | KBWP | 18,537 | $1,889 | 03/31/2024 | Focus Financial Network Inc. ADV | 18,761 | $1,698 | 12/31/2023 | KBWP | 18,761 | $1,698 | 12/31/2023 | Goldman Sachs Group Inc. | 18,193 | $1,647 | 12/31/2023 | KBWP | 18,193 | $1,647 | 12/31/2023 | Bank of America Corp DE | 17,947 | $1,624 | 12/31/2023 | KBWP | 17,947 | $1,624 | 12/31/2023 | Fulcrum Equity Management | 13,381 | $1,442 | 03/31/2024 | KBWP | 13,381 | $1,442 | 03/31/2024 | DAVENPORT & Co LLC | 15,174 | $1,373 | 12/31/2023 | KBWP | 15,174 | $1,373 | 12/31/2023 | Kingsview Wealth Management LLC | 12,003 | $1,086 | 12/31/2023 | KBWP | 12,003 | $1,086 | 12/31/2023 | Nilsine Partners LLC | 9,444 | $1,018 | 03/31/2024 | KBWP | 9,444 | $1,018 | 03/31/2024 | MML Investors Services LLC | 10,993 | $995 | 12/31/2023 | KBWP | 10,993 | $995 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,019 | $816 | 12/31/2023 | KBWP | 9,019 | $816 | 12/31/2023 | Susquehanna International Group LLP | 8,927 | $808 | 12/31/2023 | KBWP | 8,927 | $808 | 12/31/2023 | Commonwealth Equity Services LLC | 8,602 | $779 | 12/31/2023 | KBWP | 8,602 | $779 | 12/31/2023 | Menora Mivtachim Holdings LTD. | 8,000 | $724 | 12/31/2023 | KBWP | 8,000 | $724 | 12/31/2023 | RDA Financial Network | 5,350 | $576 | 03/31/2024 | KBWP | 5,350 | $576 | 03/31/2024 | Envestnet Asset Management Inc. | 6,069 | $549 | 12/31/2023 | KBWP | 6,069 | $549 | 12/31/2023 | Advisor Group Holdings Inc. | 5,335 | $483 | 12/31/2023 | KBWP | 5,335 | $483 | 12/31/2023 | Bank of Montreal Can | 5,304 | $481 | 12/31/2023 | KBWP | 5,304 | $481 | 12/31/2023 | Janney Montgomery Scott LLC | 4,702 | $426 | 12/31/2023 | KBWP | 4,702 | $426 | 12/31/2023 | Ameritas Advisory Services LLC | 4,087 | $400 | 12/31/2023 | KBWP | 4,087 | $400 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 3,463 | $373 | 03/31/2024 | KBWP | 3,463 | $373 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 2,931 | $316 | 03/31/2024 | KBWP | 2,931 | $316 | 03/31/2024 | J.W. Cole Advisors Inc. | 3,431 | $311 | 12/31/2023 | KBWP | 3,431 | $311 | 12/31/2023 | Private Advisory Group LLC | 3,197 | $289 | 12/31/2023 | KBWP | 3,197 | $289 | 12/31/2023 | Legacy Capital Group California Inc. | 3,147 | $285 | 12/31/2023 | KBWP | 3,147 | $285 | 12/31/2023 | Carr Financial Group Corp | 2,252 | $243 | 03/31/2024 | KBWP | 2,252 | $243 | 03/31/2024 | Brookstone Capital Management | 2,139 | $230 | 03/31/2024 | KBWP | 2,139 | $230 | 03/31/2024 | Cetera Investment Advisers | 2,498 | $226 | 12/31/2023 | KBWP | 2,498 | $226 | 12/31/2023 | Great Valley Advisor Group Inc. | 2,473 | $224 | 12/31/2023 | KBWP | 2,473 | $224 | 12/31/2023 | GSA Capital Partners LLP | 2,465 | $223 | 12/31/2023 | KBWP | 2,465 | $223 | 12/31/2023 | Hudock Inc. | 2,306 | $209 | 12/31/2023 | KBWP | 2,306 | $209 | 12/31/2023 | IHT Wealth Management LLC | 2,277 | $206 | 12/31/2023 | KBWP | 2,277 | $206 | 12/31/2023 | Advisors Preferred LLC | 1,669 | $153 | 12/31/2023 | KBWP | 1,669 | $153 | 12/31/2023 | AdvisorNet Financial Inc | 1,219 | $131 | 03/31/2024 | KBWP | 1,219 | $131 | 03/31/2024 | UBS Group AG | 1,064 | $96 | 12/31/2023 | KBWP | 1,064 | $96 | 12/31/2023 | Geneos Wealth Management Inc. | 798 | $72 | 12/31/2023 | KBWP | 798 | $72 | 12/31/2023 | Private Trust Co. NA | 530 | $57 | 03/31/2024 | KBWP | 530 | $57 | 03/31/2024 | Wells Fargo & Company MN | 321 | $29 | 12/31/2023 | KBWP | 321 | $29 | 12/31/2023 | IFP Advisors Inc | 220 | $20 | 12/31/2023 | KBWP | 220 | $20 | 12/31/2023 | Comerica Bank | 175 | $16 | 12/31/2023 | KBWP | 175 | $16 | 12/31/2023 | BOK Financial Private Wealth Inc. | 150 | $14 | 12/31/2023 | KBWP | 150 | $14 | 12/31/2023 | FMR LLC | 116 | $10 | 12/31/2023 | KBWP | 116 | $10 | 12/31/2023 | Principal Securities Inc. | 62 | $6 | 12/31/2023 | KBWP | 62 | $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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