Among active 13F managers last quarter, 4 opened and 9 added, while 9 reduced; the largest holder to move was Gradient Investments LLC (+2.8%).
58 tracked 13F filers disclose a position in KBWD as of the latest SEC 13F filings, a combined $75.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company | 1.3M | $16.9M | ▲+191% Added · +885K sh | Q1 2026 | |
| 2 | Morgan Stanley | 962K | $12.1M | ▲+12% Added · +105K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 798K | $10.0M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 726K | $9.1M | ▲+2.6% Added · +19K sh | Q1 2026 | |
| 5 | Gradient Investments LLC | 642K | $8.0M | ▲+2.8% Added · +18K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 188K | $2.4M | ▼−9.9% Reduced · −21K sh | Q1 2026 | |
| 7 | Thrive Capital Management, LLC | 129K | $1.6M | ▲+5.5% Added · +7K sh | Q2 2026 | |
| 8 | Envestnet Asset Management Inc | 113K | $1.4M | ▲+53% Added · +39K sh | Q1 2026 | |
| 9 | UBS Group AG | 94K | $1.2M | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 10 | Kingswood Wealth Advisors, LLC | 80K | $999K | ▼−24% Reduced · −25K sh | Q2 2026 | |
| 11 | Harvest Investment Services, LLC | 69K | $859K | ▲+1.0% Added · +701 sh | Q2 2026 | |
| 12 | Equitable Holdings, Inc. | 69K | $855K | ▼−26% Reduced · −25K sh | Q2 2026 | |
| 13 | MML Investors Services, LLC | 62K | $776K | ▲+13% Added · +7K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | 58K | $722K | ▲+10% Added · +5K sh | Q1 2026 | |
| 15 | Osaic Holdings, Inc. | 53K | $665K | ▼−8.0% Reduced · −5K sh | Q1 2026 | |
| 16 | Endowment Wealth Management, Inc. | 52K | $652K | ▼−9.5% Reduced · −6K sh | Q2 2026 | |
| 17 | Winnacle Wealth LLC | 51K | $637K | ▲+58% Added · +19K sh | Q2 2026 | |
| 18 | Kovack Advisors, Inc. | 48K | $600K | ▼−2.9% Reduced · −1K sh | Q2 2026 | |
| 19 | Jefferies Financial Group Inc. | 45K | $563K | ▲New +45K sh | Q2 2026 | |
| 20 | IFP Advisors, Inc | 42K | $518K | ▲+1.3% Added · +549 sh | Q2 2026 | |
| 21 | CreativeOne Wealth, LLC | 36K | $443K | ▲+16% Added · +5K sh | Q2 2026 | |
| 22 | Regal Investment Advisors LLC | 32K | $396K | ▲+14% Added · +4K sh | Q2 2026 | |
| 23 | Independent Financial Group, LLC | 31K | $381K | ▼−3.5% Reduced · −1K sh | Q2 2026 | |
| 24 | Tower Research Capital LLC (TRC) | 30K | $372K | ▼−15% Reduced · −5K sh | Q1 2026 | |
| 25 | B. Riley Wealth Advisors, Inc. | 27K | $333K | ▲+9.2% Added · +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in KBWD and 9 added to an existing one, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 23 funds | $4.3B |
| Nvidia CorpNVDA | 23 funds | $2.9B |
| Microsoft CorpMSFT | 23 funds | $2.4B |
| Amazon.com IncAMZN | 23 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 23 funds | $1.7B |
| Vanguard S&P 500 ETFVOO | 23 funds | $1.5B |
| Broadcom IncAVGO | 23 funds | $1.5B |
| Alphabet Inc-CL CGOOG | 23 funds | $1.5B |
| JPMorgan Chase & CoJPM | 23 funds | $1.4B |
| Eli Lilly & CoLLY | 23 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 23 funds | $1.2B |
| Visa Inc-Class A SharesV | 23 funds | $895.3M |
Ranked by how many of KBWD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KBWD.
| Class | 13F holders | Value held |
|---|---|---|
| SPMOmc | 706 funds | $7.3B |
| SPLVmc | 685 funds | $4.0B |
| PGXmc | 377 funds | $2.0B |
| SPHDmc | 321 funds | $935.0M |
| KBWBmc | 301 funds | $4.0B |
| PZAmc | 297 funds | $3.6B |
| IDMOmc | 260 funds | $2.3B |
| PXFmc | 237 funds | $1.7B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for KBWD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/KBWD/capital-change-brief"
Use Arkolith's capital_change_brief for KBWD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for KBWD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.