43 tracked 13F filers disclose a position in KBWP as of the latest SEC 13F filings, a combined $109.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $23.6M | 198K | ▼−12% Reduced · −28K sh | Q1 2026 | |
| 2 | Kingsview Wealth Management, LLC | $15.7M | 132K | ▲+7.4% Added · +9K sh | Q1 2026 | |
| 3 | REDSTONE WEALTH MANAGEMENT, LLC | $14.6M | 115K | ▲+27% Added · +24K sh | Q2 2026 | |
| 4 | Mutual Advisors, LLC | $11.0M | 92K | ▲+3.5% Added · +3K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $7.4M | 62K | ▲+16% Added · +8K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $5.3M | 44K | ▼−0.5% Reduced · −244 sh | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $5.2M | 44K | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.3M | 28K | ▼−8.1% Reduced · −2K sh | Q1 2026 | |
| 9 | Focus Financial Network, Inc. | $2.9M | 24K | ▲+3.1% Added · +736 sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $2.5M | 21K | ▼−17% Reduced · −4K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 19K | ▲+9.5% Added · +2K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $2.0M | 17K | ▲+2.8% Added · +448 sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $1.7M | 14K | ▼−20% Reduced · −4K sh | Q1 2026 | |
| 14 | UBS Group AG | $1.7M | 14K | ▼−29% Reduced · −6K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.6M | 14K | ▼−51% Reduced · −14K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $1.3M | 11K | ▼−22% Reduced · −3K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $1.2M | 10K | ▼−19% Reduced · −2K sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 10K | ▲+56% Added · +3K sh | Q1 2026 | |
| 19 | RDA Financial Network | $640K | 5K | —Held | Q2 2026 | |
| 20 | J.W. COLE ADVISORS, INC. | $539K | 4K | ▼−2.3% Reduced · −102 sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $477K | 4K | ▼−2.5% Reduced · −103 sh | Q1 2026 | |
| 22 | MENORA MIVTACHIM HOLDINGS LTD. | $476K | 4K | ▼−50% Reduced · −4K sh | Q1 2026 | |
| 23 | Orion Porfolio Solutions, LLC | $464K | 4K | ▼−33% Reduced · −2K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $453K | 4K | ▲+38% Added · +1K sh | Q1 2026 | |
| 25 | D. E. Shaw & Co., Inc. | $378K | 3K | —Held | Q1 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, 3 funds opened a new position in KBWP and 3 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 20 funds | $9.9B |
| APPLE INCAAPL | 20 funds | $9.2B |
| MICROSOFT CORPMSFT | 20 funds | $6.1B |
| AMAZON.COM INCAMZN | 20 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 20 funds | $4.5B |
| BROADCOM INCAVGO | 20 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 20 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $3.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $3.2B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 20 funds | $2.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $2.3B |
| MICRON TECHNOLOGY INCMU | 20 funds | $2.2B |
Ranked by how many of KBWP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/KBWP/capital-change-brief"
Use Arkolith's capital_change_brief for KBWP. 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 KBWP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.