Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns KBWD (KBWD)


Which tracked institutional funds hold KBWD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KBWD company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

65
Institutional holders
7,051,603
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened KBWD while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

KBWD’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in KBWD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 65 tracked filers holding KBWD, 34 increased or opened the position and 30 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in KBWD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

Full exits 2

  • TWO SIGMA INVESTMENTS, LP$3M
  • Quadrature Capital Ltd$566K

Largest adds

  • WELLS FARGO & COMPANY/MN$11M
  • Equitable Holdings, Inc.$831K
  • KINGSWOOD WEALTH ADVISORS, LLC$578K
  • ENVESTNET ASSET MANAGEMENT INC$405K
  • MORGAN STANLEY$358K
  • Gradient Investments LLC$328K

Largest trims

  • LPL Financial LLC$875K
  • BANK OF AMERICA CORP /DE/$564K
  • RAYMOND JAMES FINANCIAL INC$492K
  • Thrive Capital Management, LLC$435K
  • Mission Hills Financial Advisory, LLC$330K
  • Kovack Advisors, Inc.$326K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
WELLS FARGO & COMPANY/MN added1,346,762$17M16.7%2026-Q1
MORGAN STANLEY added962,244$12M12.0%2026-Q1
Mission Hills Financial Advisory, LLC added854,897$11M10.6%2026-Q1
LPL Financial LLC added798,372$10M9.9%2026-Q1
BANK OF AMERICA CORP /DE/ added726,416$9M9.0%2026-Q1
Gradient Investments LLC added624,614$8M7.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed187,545$2M2.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed126,365$2M1.6%2026-Q1
Thrive Capital Management, LLC trimmed121,782$2M1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added112,785$1M1.4%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC added105,751$1M1.3%2026-Q1
Equitable Holdings, Inc. added93,483$1M1.3%2026-Q1
UBS Group AG trimmed94,354$1M1.2%2026-Q1
Harvest Investment Services, LLC added68,480$859K0.9%2026-Q1
Endowment Wealth Management, Inc. added57,983$727K0.7%2026-Q1
Cetera Investment Advisers added57,599$722K0.7%2026-Q1
MML INVESTORS SERVICES, LLC added55,328$694K0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed53,068$665K0.7%2026-Q1
Kovack Advisors, Inc. trimmed49,574$620K0.6%2026-Q1
IFP Advisors, Inc trimmed41,151$516K0.5%2026-Q1
WINNOW WEALTH LLC added32,490$407K0.4%2026-Q1
CreativeOne Wealth, LLC trimmed30,691$385K0.4%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed29,742$373K0.4%2026-Q1
Tower Research Capital LLC (TRC) trimmed29,695$372K0.4%2026-Q1
Regal Investment Advisors LLC trimmed28,042$352K0.3%2026-Q1
Waterloo Capital, L.P.27,719$348K0.3%2026-Q1
Cullen/Frost Bankers, Inc. trimmed26,678$335K0.3%2026-Q1
Farther Finance Advisors, LLC added24,890$311K0.3%2026-Q1
CHOREO, LLC24,436$306K0.3%2026-Q1
B. Riley Wealth Advisors, Inc. added24,649$302K0.3%2026-Q1
CITADEL ADVISORS LLC added22,562$283K0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added20,000$251K0.2%2026-Q1
Brookstone Capital Management added19,733$247K0.2%2026-Q1
Rockefeller Capital Management L.P. added19,214$241K0.2%2026-Q1
CWM, LLC added16,221$203K0.2%2026-Q1
Janney Montgomery Scott LLC added14,102$177K0.2%2026-Q1
Oakmont Advisory Group, LLC trimmed12,678$159K0.2%2026-Q1
TWO SIGMA SECURITIES, LLC added12,596$158K0.2%2026-Q1
Stratos Wealth Partners, LTD. added12,073$151K0.2%2026-Q1
Koshinski Asset Management, Inc. trimmed11,822$148K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed10,631$133K0.1%2026-Q1
FIFTH THIRD BANCORP new9,607$120K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC new9,339$117K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.9,011$113K0.1%2026-Q1
Founders Financial Alliance, LLC added5,973$75K0.1%2026-Q1
MPWM ADVISORY SOLUTIONS, LLC5,600$70K0.1%2026-Q1
ROYAL BANK OF CANADA trimmed4,470$56K0.1%2026-Q1
Triumph Capital Management trimmed2,652$33K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added2,500$31K0.0%2026-Q1
WFA of San Diego, LLC2,200$28K0.0%2026-Q1
IMG Wealth Management, Inc. added1,663$21K0.0%2026-Q1
Rossby Financial, LCC1,631$20K0.0%2026-Q1
Advisory Services Network, LLC1,583$20K0.0%2026-Q1
JPMORGAN CHASE & CO1,471$18K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP982$12K0.0%2026-Q1
SIMPLEX TRADING, LLC trimmed888$11K0.0%2026-Q1
CITIGROUP INC trimmed801$10K0.0%2026-Q1
AE Wealth Management LLC650$8K0.0%2026-Q1
STANCE CAPITAL LLC added536$7K0.0%2026-Q1
Western Wealth Management, LLC new533$7K0.0%2026-Q1
Geneos Wealth Management Inc.138$2K0.0%2026-Q1
Sound Income Strategies, LLC100$1K0.0%2026-Q1
Qube Research & Technologies Ltd trimmed29$3640.0%2026-Q1
DHJJ Financial Advisors, Ltd.23$2890.0%2026-Q1
TrueMark Investments, LLC new280,134$4M4.0%2025-Q1 stale
TWO SIGMA INVESTMENTS, LP added237,100$3M3.2%2025-Q4 stale
U.S. Capital Wealth Advisors, LLC trimmed83,895$1M1.2%2025-Q2 stale
Atria Wealth Solutions, Inc. added54,812$760K0.8%2025-Q2 stale
Quadrature Capital Ltd new41,453$566K0.6%2025-Q4 stale
GeoWealth Management, LLC added28,464$411K0.4%2025-Q1 stale
Good Life Advisors, LLC added29,442$408K0.4%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added14,456$201K0.2%2025-Q2 stale
Advyzon Investment Management, LLC added12,083$165K0.2%2025-Q4 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed11,651$159K0.2%2025-Q4 stale
INTEGRITY ALLIANCE, LLC. new10,615$153K0.2%2025-Q1 stale
ADELL HARRIMAN & CARPENTER INC trimmed10,900$147K0.1%2025-Q3 stale
MGO ONE SEVEN LLC10,716$145K0.1%2025-Q3 stale
&PARTNERS added10,121$140K0.1%2025-Q2 stale
COMERICA BANK trimmed8,313$114K0.1%2025-Q4 stale
Mattson Financial Services, LLC added5,110$74K0.1%2025-Q1 stale
ORG Partners LLC4,409$64K0.1%2025-Q1 stale
CoreCap Advisors, LLC4,500$62K0.1%2025-Q2 stale
Kestra Advisory Services, LLC trimmed3,830$52K0.1%2025-Q4 stale
Ameritas Advisory Services, LLC trimmed2,761$37K0.0%2025-Q3 stale
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,400$35K0.0%2025-Q2 stale
Capital Investment Advisory Services, LLC added1,812$25K0.0%2025-Q2 stale
Optiver Holding B.V. new1,849$25K0.0%2025-Q3 stale
BlackRock, Inc.1,325$18K0.0%2025-Q2 stale
TSFG, LLC1,200$16K0.0%2025-Q3 stale
Allworth Financial LP new1,144$15K0.0%2025-Q3 stale
FMR LLC added1,005$14K0.0%2025-Q3 stale
Smartleaf Asset Management LLC new800$11K0.0%2025-Q2 stale
Global Retirement Partners, LLC trimmed775$11K0.0%2025-Q4 stale
PRIVATE TRUST CO NA651$9K0.0%2025-Q3 stale
NewEdge Advisors, LLC added596$8K0.0%2025-Q4 stale
Parkside Financial Bank & Trust added330$5K0.0%2025-Q1 stale
HIGHLINE WEALTH PARTNERS LLC300$4K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC.87$1K0.0%2025-Q3 stale
Blue Trust, Inc. trimmed80$1K0.0%2025-Q4 stale
MGB Wealth Management, LLC75$1K0.0%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership