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Institutional Holders of KBWY

There is a long list of 57 institutional holders of KBWY 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 KBWY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-KBWY table below, the initial column indicates the name of each top institutional holder of KBWY, with a link to that fund's top holdings. The next columns indicate the amount of KBWY stock held by each of the institutional holders of KBWY, followed by the KBWY 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
Bessemer Group Inc.619,634$12,504 12/31/2023
     KBWY619,634$12,504 12/31/2023
LPL Financial LLC433,262$8,743 12/31/2023
     KBWY433,262$8,743 12/31/2023
TAP Consulting LLC283,831$5,728 12/31/2023
     KBWY283,831$5,728 12/31/2023
Morgan Stanley197,728$3,990 12/31/2023
     KBWY197,728$3,990 12/31/2023
Strategies Wealth Advisors LLC129,587$2,339 03/31/2024
     KBWY129,587$2,339 03/31/2024
Ameriprise Financial Inc.79,434$1,603 12/31/2023
     KBWY79,434$1,603 12/31/2023
Bank of America Corp DE72,939$1,472 12/31/2023
     KBWY72,939$1,472 12/31/2023
Envestnet Asset Management Inc.66,864$1,349 12/31/2023
     KBWY66,864$1,349 12/31/2023
Wells Fargo & Company MN64,551$1,303 12/31/2023
     KBWY64,551$1,303 12/31/2023
Advisor Group Holdings Inc.61,652$1,244 12/31/2023
     KBWY61,652$1,244 12/31/2023
United Capital Financial Advisers LLC54,921$1,108 12/31/2023
     KBWY54,921$1,108 12/31/2023
MML Investors Services LLC53,796$1,086 12/31/2023
     KBWY53,796$1,086 12/31/2023
Anfield Capital Management LLC52,506$1,060 12/31/2023
     KBWY52,506$1,060 12/31/2023
Orion Portfolio Solutions LLC52,418$1,047 12/31/2023
     KBWY52,418$1,047 12/31/2023
Susquehanna International Group LLP42,560$859 12/31/2023
     KBWY42,560$859 12/31/2023
Citadel Advisors LLC $487 12/31/2023
     Call14,000$283 12/31/2023
     KBWY10,485$212 12/31/2023
     Put400$8 12/31/2023
Tower Research Capital LLC TRC 19,302$390 12/31/2023
     KBWY19,302$390 12/31/2023
Commonwealth Equity Services LLC18,592$375 12/31/2023
     KBWY18,592$375 12/31/2023
Cambridge Investment Research Advisors Inc.16,897$341 12/31/2023
     KBWY16,897$341 12/31/2023
Natixis14,029$283 12/31/2023
     KBWY14,029$283 12/31/2023
Lmcg Investments LLC14,046$283 12/31/2023
     KBWY14,046$283 12/31/2023
Two Sigma Investments LP12,400$250 12/31/2023
     KBWY12,400$250 12/31/2023
Clear Creek Financial Management LLC11,995$242 12/31/2023
     KBWY11,995$242 12/31/2023
Raymond James & Associates13,072$236 03/31/2024
     KBWY13,072$236 03/31/2024
Sandbox Financial Partners LLC10,612$192 03/31/2024
     KBWY10,612$192 03/31/2024
Royal Bank of Canada8,665$175 12/31/2023
     KBWY8,665$175 12/31/2023
Advisory Services Network LLC7,963$161 12/31/2023
     KBWY7,963$161 12/31/2023
Aptus Capital Advisors LLC6,033$122 12/31/2023
     KBWY6,033$122 12/31/2023
Spire Wealth Management5,501$103 12/31/2023
     KBWY5,501$103 12/31/2023
Capital Investment Advisory Services LLC2,839$57 12/31/2023
     KBWY2,839$57 12/31/2023
UBS Group AG2,794$56 12/31/2023
     KBWY2,794$56 12/31/2023
Future Financial Wealth Managment LLC1,600$29 03/31/2024
     KBWY1,600$29 03/31/2024
EverSource Wealth Advisors LLC1,334$27 12/31/2023
     KBWY1,334$27 12/31/2023
Blair William & Co. IL1,276$26 12/31/2023
     KBWY1,276$26 12/31/2023
ORG Partners LLC717$14 12/31/2023
     KBWY717$14 12/31/2023
JPMorgan Chase & Co.600$12 12/31/2023
     KBWY600$12 12/31/2023
Ameritas Investment Partners Inc.530$11 12/31/2023
     KBWY530$11 12/31/2023
Proequities Inc.400$8 12/31/2023
     KBWY400$8 12/31/2023
Qube Research & Technologies Ltd388$8 12/31/2023
     KBWY388$8 12/31/2023
Creative Financial Designs Inc. ADV297$6 12/31/2023
     KBWY297$6 12/31/2023
CWM LLC250$5 03/31/2024
     KBWY250$5 03/31/2024
Geneos Wealth Management Inc.254$5 12/31/2023
     KBWY254$5 12/31/2023
Simplex Trading LLC163$3 12/31/2023
     KBWY163$3 12/31/2023
Castleview Partners LLC163$3 12/31/2023
     KBWY163$3 12/31/2023
Gradient Investments LLC78$2 12/31/2023
     KBWY78$2 12/31/2023
Principal Securities Inc.37$1 12/31/2023
     KBWY37$1 12/31/2023
Venturi Wealth Management LLC50$1 12/31/2023
     KBWY50$1 12/31/2023
Parallel Advisors LLC61$1 12/31/2023
     KBWY61$1 12/31/2023
Retirement Group LLC70$1 12/31/2023
     KBWY70$1 12/31/2023
Avion Wealth25$1 12/31/2023
     KBWY25$1 12/31/2023

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

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