KBWD(KBWD)
KBWD
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -100 | -- |
| WELLS FARGO & COMPANY/MN | 1.35M | Mar 31, 26 | +884.72K | 4.04% |
| MORGAN STANLEY | 962.24K | Mar 31, 26 | +105.41K | 2.89% |
| Mission Hills Financial Advisory, LLC | 854.90K | Mar 31, 26 | +46.18K | 2.56% |
| LPL Financial LLC | 798.37K | Mar 31, 26 | +1.69K | 2.39% |
| BANK OF AMERICA CORP /DE/ | 726.42K | Mar 31, 26 | +18.51K | 2.18% |
| RAYMOND JAMES FINANCIAL INC | 187.54K | Mar 31, 26 | -20.55K | 0.56% |
| Cambridge Investment Research Advisors, Inc. | 126.36K | Mar 31, 26 | -7.21K | 0.38% |
| Thrive Capital Management, LLC | 121.78K | Mar 31, 26 | -21.85K | 0.37% |
| ENVESTNET ASSET MANAGEMENT INC | 112.78K | Mar 31, 26 | +38.95K | 0.34% |
| KINGSWOOD WEALTH ADVISORS, LLC | 105.75K | Mar 31, 26 | +50.98K | 0.32% |
| UBS Group AG | 94.35K | Mar 31, 26 | -1.13K | 0.28% |
| Equitable Holdings, Inc. | 93.48K | Mar 31, 26 | +60.80K | 0.28% |
| Harvest Investment Services, LLC | 68.48K | Mar 31, 26 | +152 | 0.21% |
| Endowment Wealth Management, Inc. | 57.98K | Mar 31, 26 | +3.15K | 0.17% |
| Cetera Investment Advisers | 57.60K | Mar 31, 26 | +5.41K | 0.17% |
| MML INVESTORS SERVICES, LLC | 55.33K | Mar 31, 26 | +5.78K | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 53.07K | Mar 31, 26 | -4.58K | 0.16% |
| Kovack Advisors, Inc. | 49.57K | Mar 31, 26 | -19.75K | 0.15% |
| IFP Advisors, Inc | 41.15K | Mar 31, 26 | -175 | 0.12% |
| WINNOW WEALTH LLC | 32.49K | Mar 31, 26 | +3.35K | 0.10% |
| CreativeOne Wealth, LLC | 30.69K | Mar 31, 26 | -1.36K | 0.09% |
| Tower Research Capital LLC (TRC) | 29.70K | Mar 31, 26 | -5.33K | 0.09% |
| Regal Investment Advisors LLC | 28.04K | Mar 31, 26 | -3.41K | 0.08% |
| Waterloo Capital, L.P. | 27.72K | Mar 31, 26 | -- | 0.08% |
| CULLEN/FROST BANKERS, INC. | 26.68K | Mar 31, 26 | -568 | 0.08% |
| CHOREO, LLC | 24.44K | Mar 31, 26 | -- | 0.07% |
| CITADEL ADVISORS LLC | 22.56K | Mar 31, 26 | +22.56K | 0.07% |
| BNP PARIBAS ARBITRAGE, SNC | 20.00K | Mar 31, 26 | +20.00K | 0.06% |
| Rockefeller Capital Management L.P. | 19.21K | Mar 31, 26 | +89 | 0.06% |
| CWM, LLC | 16.22K | Mar 31, 26 | +672 | 0.05% |
| Janney Montgomery Scott LLC | 14.10K | Mar 31, 26 | +558 | 0.04% |
| TWO SIGMA SECURITIES, LLC | 12.60K | Mar 31, 26 | +12.60K | 0.04% |
| Stratos Wealth Partners, LTD. | 12.07K | Mar 31, 26 | +161 | 0.04% |
| Koshinski Asset Management, Inc. | 11.82K | Mar 31, 26 | -14 | 0.04% |
| JANE STREET GROUP, LLC | 10.63K | Mar 31, 26 | +10.63K | 0.03% |
| FIFTH THIRD BANCORP | 9.61K | Mar 31, 26 | +9.61K | 0.03% |
| Ashton Thomas Private Wealth, LLC | 9.34K | Mar 31, 26 | +9.34K | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.01K | Mar 31, 26 | -- | 0.03% |
| Founders Financial Alliance, LLC | 5.97K | Mar 31, 26 | +282 | 0.02% |
| MPWM ADVISORY SOLUTIONS, LLC | 5.60K | Mar 31, 26 | -- | 0.02% |
| ROYAL BANK OF CANADA | 4.47K | Mar 31, 26 | -4.58K | 0.01% |
| Triumph Capital Management | 2.65K | Mar 31, 26 | -2.64K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.50K | Mar 31, 26 | +500 | 0.01% |
| WFA of San Diego, LLC | 2.20K | Mar 31, 26 | -- | 0.01% |
| IMG Wealth Management, Inc. | 1.66K | Mar 31, 26 | +213 | 0.00% |
| Rossby Financial, LCC | 1.63K | Mar 31, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 1.58K | Mar 31, 26 | +1.58K | 0.00% |
| JPMORGAN CHASE & CO | 1.47K | Mar 31, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 982 | Mar 31, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 888 | Mar 31, 26 | +888 | 0.00% |
| CITIGROUP INC | 801 | Mar 31, 26 | -1 | 0.00% |
| AE Wealth Management LLC | 650 | Mar 31, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 590 | Mar 31, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 545 | Mar 31, 26 | -51 | 0.00% |
| STANCE CAPITAL LLC | 536 | Mar 31, 26 | +536 | 0.00% |
| Western Wealth Management, LLC | 533 | Mar 31, 26 | +533 | 0.00% |
| Geneos Wealth Management Inc. | 138 | Mar 31, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 29 | Mar 31, 26 | -268 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 23 | Mar 31, 26 | -- | 0.00% |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -3.83K | -- |
| Advyzon Investment Management, LLC | -- | Mar 31, 26 | -12.08K | -- |
| Ronald Blue Trust, Inc. | -- | Mar 31, 26 | -80 | -- |
| Quadrature Capital Ltd | -- | Mar 31, 26 | -41.45K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Mar 31, 26 | -11.65K | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Mar 31, 26 | -237.10K | -- |
| COMERICA BANK | 8.31K | Dec 31, 25 | -138 | 0.02% |
| Global Retirement Partners, LLC | 775 | Dec 31, 25 | -2.98K | 0.00% |
| MGB Wealth Management, LLC | 75 | Dec 31, 25 | -- | 0.00% |
| Atria Wealth Solutions, Inc. | 54.81K | Jun 30, 25 | +5.19K | 0.16% |
| Good Life Advisors, LLC | 29.44K | Jun 30, 25 | +10.77K | 0.09% |
| AVANTAX ADVISORY SERVICES, INC. | 14.46K | Jun 30, 25 | +673 | 0.04% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2.40K | Jun 30, 25 | +2.40K | 0.01% |
| AlphaMark Advisors, LLC | 4.83K | Dec 31, 24 | -75 | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 26.85K | Sep 30, 24 | +4.79K | 0.08% |
| Highlander Capital Management, LLC | 5.25K | Mar 31, 24 | +1.02K | 0.02% |
| Eudaimonia Partners, LLC | -- | Mar 31, 24 | -40.26K | -- |
| EUDAIMONIA ADVISORS LLC | -- | Mar 31, 24 | -28.94K | -- |
| BDO Wealth Advisors, LLC | 85.45K | Jun 30, 23 | -3.66K | 0.26% |
| First Capital Advisors Group, LLC. | 4.17K | Jun 30, 23 | +4.17K | 0.01% |
| Lumature Wealth Partners, LLC | -- | Jun 30, 23 | -138 | -- |
| Ahrens Investment Partners LLC | 1.07K | Mar 31, 23 | +1.07K | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1.50K | Dec 31, 22 | +1.50K | 0.00% |
| American Portfolios Advisors | 692 | Sep 30, 22 | -- | 0.00% |
| NEXT Financial Group, Inc | 14.57K | Dec 31, 21 | -1.02K | 0.04% |
| FormulaFolio Investments, LLC | 16.50K | Jun 30, 21 | -- | 0.05% |
| Winslow, Evans & Crocker, Inc. | 125 | Dec 31, 20 | +125 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 117.84K | Dec 31, 19 | +10.78K | 0.35% |
| Advisor Group, Inc. | 30.64K | Dec 31, 19 | +1.44K | 0.09% |