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KBWR — Performance
Institutional Holders of KBWR
HolderAmountPosition Size
($ in 1000's)		 As of
Private Advisor Group LLC43,118$2,357 12/31/2023
     KBWR43,118$2,357 12/31/2023
Brown Advisory Inc.30,330$1,658 12/31/2023
     KBWR30,330$1,658 12/31/2023
Morgan Stanley27,590$1,508 12/31/2023
     KBWR27,590$1,508 12/31/2023
Advisor Group Holdings Inc.27,334$1,494 12/31/2023
     KBWR27,334$1,494 12/31/2023
LPL Financial LLC25,545$1,397 12/31/2023
     KBWR25,545$1,397 12/31/2023
Accredited Investors Inc.11,872$649 12/31/2023
     KBWR11,872$649 12/31/2023
UBS Group AG10,083$551 12/31/2023
     KBWR10,083$551 12/31/2023
Meritage Portfolio Management8,769$479 12/31/2023
     KBWR8,769$479 12/31/2023
Family Management Corp8,342$456 12/31/2023
     KBWR8,342$456 12/31/2023
Marble Harbor Investment Counsel LLC6,570$359 12/31/2023
     KBWR6,570$359 12/31/2023
Synovus Financial Corp6,463$354 12/31/2023
     KBWR6,463$354 12/31/2023
SOL Capital Management CO6,025$329 12/31/2023
     KBWR6,025$329 12/31/2023
Redmond Asset Management LLC5,451$298 12/31/2023
     KBWR5,451$298 12/31/2023
Avantax Advisory Services Inc.5,367$293 12/31/2023
     KBWR5,367$293 12/31/2023
BSW Wealth Partners4,297$235 12/31/2023
     KBWR4,297$235 12/31/2023
Goldman Sachs Group Inc.4,236$232 12/31/2023
     KBWR4,236$232 12/31/2023
Bordeaux Wealth Advisors LLC4,235$232 12/31/2023
     KBWR4,235$232 12/31/2023
Citadel Advisors LLC4,230$231 12/31/2023
     KBWR4,230$231 12/31/2023
Cambridge Investment Research Advisors Inc.3,668$201 12/31/2023
     KBWR3,668$201 12/31/2023
Blair William & Co. IL2,143$117 12/31/2023
     KBWR2,143$117 12/31/2023
Royal Bank of Canada1,437$79 12/31/2023
     KBWR1,437$79 12/31/2023
Private Trust Co. NA845$46 12/31/2023
     KBWR845$46 12/31/2023
IFP Advisors Inc421$23 12/31/2023
     KBWR421$23 12/31/2023
IAG Wealth Partners LLC240$13 12/31/2023
     KBWR240$13 12/31/2023
Principal Securities Inc.200$11 12/31/2023
     KBWR200$11 12/31/2023
Northwestern Mutual Wealth Management Co.200$11 12/31/2023
     KBWR200$11 12/31/2023
US Bancorp DE142$8 12/31/2023
     KBWR142$8 12/31/2023
Benjamin F. Edwards & Company Inc.127$7 12/31/2023
     KBWR127$7 12/31/2023
Anchor Investment Management LLC120$7 12/31/2023
     KBWR120$7 12/31/2023
Running Point Capital Advisors LLC90$5 12/31/2023
     KBWR90$5 12/31/2023
ZRC Wealth Management LLC80$4 12/31/2023
     KBWR80$4 12/31/2023
Sunbelt Securities Inc.53$3 03/31/2024
     KBWR53$3 03/31/2024
Caldwell Sutter Capital Inc.50$3 12/31/2023
     KBWR50$3 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     KBWR0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     KBWR0$0 12/31/2023

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

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