54 tracked 13F filers disclose a position in KBWP as of the latest SEC 13F filings, a combined $123.1M 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 | 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 | $19.8M | 156K | ▲+18% Added · +24K sh | Q2 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 | RM Financial Services, LLC | $4.1M | 33K | ▲+2.2% Added · +706 sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.3M | 28K | ▼−8.1% Reduced · −2K sh | Q1 2026 | |
| 10 | Focus Financial Network, Inc. | $2.9M | 24K | ▲+3.1% Added · +736 sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $2.5M | 21K | ▼−17% Reduced · −4K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 19K | ▲+9.5% Added · +2K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $2.3M | 18K | ▲+9.1% Added · +2K sh | Q2 2026 | |
| 14 | Bright Futures Wealth Management, LLC. | $2.0M | 16K | ▼−18% Reduced · −4K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $1.7M | 14K | ▼−20% Reduced · −4K sh | Q1 2026 | |
| 16 | UBS Group AG | $1.7M | 14K | ▼−29% Reduced · −6K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $1.6M | 14K | ▼−51% Reduced · −14K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $1.6M | 13K | ▲+24% Added · +3K sh | Q2 2026 | |
| 19 | MENORA MIVTACHIM HOLDINGS LTD. | $1.3M | 10K | ▲+150% Added · +6K sh | Q2 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 10K | ▲+56% Added · +3K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $1.0M | 8K | ▼−28% Reduced · −3K sh | Q2 2026 | |
| 22 | Vanguard Capital Wealth Advisors | $659K | 5K | ▲New +5K sh | Q2 2026 | |
| 23 | RDA Financial Network | $640K | 5K | —Held | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $624K | 5K | ▲+23% Added · +913 sh | Q2 2026 | |
| 25 | Stegent Equity Advisors, Inc. | $576K | 5K | —Held | 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, 3 funds opened a new position in KBWP and 5 added to an existing one, while 9 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 |
|---|---|---|
| APPLE INCAAPL | 24 funds | $33.4B |
| MICROSOFT CORPMSFT | 24 funds | $28.4B |
| ALPHABET INC-CL AGOOGL | 24 funds | $17.8B |
| NVIDIA CORPNVDA | 23 funds | $44.3B |
| AMAZON.COM INCAMZN | 23 funds | $20.3B |
| BROADCOM INCAVGO | 23 funds | $16.3B |
| ELI LILLY & COLLY | 23 funds | $7.8B |
| VISA INC-CLASS A SHARESV | 23 funds | $5.4B |
| WALMART INCWMT | 23 funds | $4.2B |
| ABBVIE INCABBV | 23 funds | $3.5B |
| CONOCOPHILLIPSCOP | 23 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 22 funds | $11.4B |
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.
Connected entities for KBWP
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.