KBWD institutional holders

INVESCO EXCH TRADED FD TR II · 13F, 2026Q2

Managers holding60
Shares held7,667,419
Reported value$95.2m
Quarter flows9 new, 25 added, 19 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WELLS FARGO & COMPANY/MN1,498,521$18.6m0.0%
LPL Financial LLC908,907$11.3m0.0%
MORGAN STANLEY857,981$10.7m0.0%
Mission Hills Financial Advisory, LLC823,136$10.2m4.5%
BANK OF AMERICA CORP /DE/807,309$10.0m0.0%
Gradient Investments LLC642,248$8.0m0.1%
BNP PARIBAS FINANCIAL MARKETS338,644$4.2m0.0%
Cambridge Investment Research Advisors, Inc.230,886$2.9m0.0%
RAYMOND JAMES FINANCIAL INC214,547$2.7m0.0%
Thrive Capital Management, LLC128,509$1.6m0.3%
ENVESTNET ASSET MANAGEMENT INC121,856$1.5m0.0%
KINGSWOOD WEALTH ADVISORS, LLC80,474$999,4870.0%
Cetera Investment Advisers71,412$886,9370.0%
Harvest Investment Services, LLC69,181$859,2240.1%
Equitable Holdings, Inc.68,850$855,1200.0%
MML INVESTORS SERVICES, LLC62,448$775,6060.0%
Endowment Wealth Management, Inc.52,469$651,6590.3%
OSAIC HOLDINGS, INC.51,402$638,4430.0%
WINNACLE WEALTH LLC51,309$637,2600.4%
Kovack Advisors, Inc.48,112$600,1780.0%
Jefferies Financial Group Inc.45,344$563,1720.0%
IFP Advisors, Inc41,700$517,9140.0%
D. E. Shaw & Co., Inc.38,521$478,4310.0%
CreativeOne Wealth, LLC35,642$442,6760.0%
Regal Investment Advisors LLC31,912$396,3480.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("KBWD"). KBWD price history · All 13F data

Get a free API keySee history bundlesDownload free samples