53 tracked 13F filers disclose a position in KBWY as of the latest SEC 13F filings, a combined $48.7M 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 | MORGAN STANLEY | $11.0M | 720K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $10.2M | 669K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 3 | FIFTH THIRD SECURITIES, INC. | $6.3M | 341K | ▲+45% Added · +106K sh | Q2 2026 | |
| 4 | TWO SIGMA INVESTMENTS, LP | $2.6M | 168K | —Held | Q1 2026 | |
| 5 | Summit Financial, LLC | $2.8M | 149K | ▲+3.3% Added · +5K sh | Q2 2026 | |
| 6 | LMCG INVESTMENTS, LLC | $2.3M | 122K | ▲+1.5% Added · +2K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 83K | ▲+4.8% Added · +4K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $1.3M | 82K | ▲+19% Added · +13K sh | Q1 2026 | |
| 9 | Tower Research Capital LLC (TRC) | $1.2M | 78K | ▲+193% Added · +51K sh | Q1 2026 | |
| 10 | Pasadena Private Wealth, LLC | $1.3M | 71K | ▲New +71K sh | Q2 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $955K | 62K | ▼−4.2% Reduced · −3K sh | Q1 2026 | |
| 12 | MassMutual Private Wealth & Trust, FSB | $908K | 59K | ▲+78% Added · +26K sh | Q1 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $878K | 57K | ▲+54% Added · +20K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $834K | 55K | ▼−22% Reduced · −15K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $690K | 45K | ▲New +45K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $663K | 36K | ▲+41% Added · +10K sh | Q2 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $529K | 35K | ▲+45% Added · +11K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $449K | 29K | ▲+97% Added · +14K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $363K | 24K | ▼−1.1% Reduced · −261 sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $303K | 20K | ▼−63% Reduced · −33K sh | Q1 2026 | |
| 21 | Sunpointe, LLC | $269K | 14K | ▲+0.2% Added · +26 sh | Q2 2026 | |
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $204K | 13K | ▼−28% Reduced · −5K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $193K | 13K | ▼−88% Reduced · −89K sh | Q1 2026 | |
| 24 | Global Retirement Partners, LLC | $185K | 10K | ▲New +10K sh | Q2 2026 | |
| 25 | UBS Group AG | $112K | 7K | ▼−9.8% Reduced · −792 sh | 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, 6 funds opened a new position in KBWY and 8 added to an existing one, while 1 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 | 21 funds | $15.1B |
| APPLE INCAAPL | 21 funds | $12.1B |
| MICROSOFT CORPMSFT | 21 funds | $9.1B |
| AMAZON.COM INCAMZN | 21 funds | $7.8B |
| BROADCOM INCAVGO | 21 funds | $6.4B |
| MICRON TECHNOLOGY INCMU | 21 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 21 funds | $4.6B |
| MASTERCARD INC - AMA | 21 funds | $3.3B |
| COSTCO WHOLESALE CORPCOST | 21 funds | $3.2B |
| ELI LILLY & COLLY | 21 funds | $2.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $2.6B |
Ranked by how many of KBWY'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 KBWY
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/KBWY/capital-change-brief"
Use Arkolith's capital_change_brief for KBWY. 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 KBWY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.