KBWD(KBWD)
KBWD
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 1.50M | Jun 30, 26 | +151.76K | 4.25% |
| LPL Financial LLC | 908.91K | Jun 30, 26 | +110.53K | 2.58% |
| MORGAN STANLEY | 857.98K | Jun 30, 26 | -104.26K | 2.43% |
| Mission Hills Financial Advisory, LLC | 823.14K | Jun 30, 26 | -31.76K | 2.33% |
| BANK OF AMERICA CORP /DE/ | 807.31K | Jun 30, 26 | +80.89K | 2.29% |
| Gradient Investments LLC | 642.25K | Jun 30, 26 | +17.63K | 1.82% |
| BNP PARIBAS ARBITRAGE, SNC | 338.64K | Jun 30, 26 | +318.64K | 0.96% |
| RAYMOND JAMES FINANCIAL INC | 214.55K | Jun 30, 26 | +27.00K | 0.61% |
| Thrive Capital Management, LLC | 128.51K | Jun 30, 26 | +6.73K | 0.36% |
| ENVESTNET ASSET MANAGEMENT INC | 121.86K | Jun 30, 26 | +9.07K | 0.35% |
| Cambridge Investment Research Advisors, Inc. | 115.44K | Jun 30, 26 | -10.92K | 0.33% |
| KINGSWOOD WEALTH ADVISORS, LLC | 80.47K | Jun 30, 26 | -25.28K | 0.23% |
| Cetera Investment Advisers | 71.41K | Jun 30, 26 | +13.81K | 0.20% |
| Harvest Investment Services, LLC | 69.18K | Jun 30, 26 | +701 | 0.20% |
| Equitable Holdings, Inc. | 68.85K | Jun 30, 26 | -24.63K | 0.20% |
| MML INVESTORS SERVICES, LLC | 62.45K | Jun 30, 26 | +7.12K | 0.18% |
| Endowment Wealth Management, Inc. | 52.47K | Jun 30, 26 | -5.51K | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 51.40K | Jun 30, 26 | -1.67K | 0.15% |
| WINNOW WEALTH LLC | 51.31K | Jun 30, 26 | +18.82K | 0.15% |
| Kovack Advisors, Inc. | 48.11K | Jun 30, 26 | -1.46K | 0.14% |
| Jefferies Financial Group Inc. | 45.34K | Jun 30, 26 | +45.34K | 0.13% |
| IFP Advisors, Inc | 41.70K | Jun 30, 26 | +549 | 0.12% |
| D. E. Shaw & Co., Inc. | 38.52K | Jun 30, 26 | +38.52K | 0.11% |
| CreativeOne Wealth, LLC | 35.64K | Jun 30, 26 | +4.95K | 0.10% |
| Regal Investment Advisors LLC | 31.91K | Jun 30, 26 | +3.87K | 0.09% |
| INDEPENDENT FINANCIAL GROUP, LLC | 30.64K | Jun 30, 26 | -1.10K | 0.09% |
| Simplicity Wealth,LLC | 27.76K | Jun 30, 26 | +27.76K | 0.08% |
| B. Riley Wealth Advisors, Inc. | 26.92K | Jun 30, 26 | +2.27K | 0.08% |
| UBS Group AG | 26.66K | Jun 30, 26 | -67.70K | 0.08% |
| Rockefeller Capital Management L.P. | 19.31K | Jun 30, 26 | +94 | 0.05% |
| NewEdge Advisors, LLC | 17.48K | Jun 30, 26 | +16.94K | 0.05% |
| Brookstone Capital Management | 17.41K | Jun 30, 26 | -2.32K | 0.05% |
| CULLEN/FROST BANKERS, INC. | 17.18K | Jun 30, 26 | -9.49K | 0.05% |
| ROYAL BANK OF CANADA | 16.16K | Jun 30, 26 | +11.69K | 0.05% |
| Farther Finance Advisors, LLC | 14.04K | Jun 30, 26 | -10.85K | 0.04% |
| Tower Research Capital LLC (TRC) | 13.89K | Jun 30, 26 | -15.80K | 0.04% |
| Janney Montgomery Scott LLC | 12.77K | Jun 30, 26 | -1.33K | 0.04% |
| Stratos Wealth Partners, LTD. | 12.24K | Jun 30, 26 | +167 | 0.03% |
| Koshinski Asset Management, Inc. | 11.66K | Jun 30, 26 | -163 | 0.03% |
| CHOREO, LLC | 10.13K | Jun 30, 26 | -14.30K | 0.03% |
| Ashton Thomas Private Wealth, LLC | 9.34K | Jun 30, 26 | -- | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.01K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 8.70K | Jun 30, 26 | -909 | 0.02% |
| JPMORGAN CHASE & CO | 8.35K | Jun 30, 26 | +6.88K | 0.02% |
| Founders Financial Alliance, LLC | 5.97K | Jun 30, 26 | -- | 0.02% |
| SIMPLEX TRADING, LLC | 5.18K | Jun 30, 26 | +4.29K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.50K | Jun 30, 26 | -- | 0.01% |
| ALBION FINANCIAL GROUP /UT | 2.33K | Jun 30, 26 | +2.33K | 0.01% |
| IMG Wealth Management, Inc. | 1.25K | Jun 30, 26 | -414 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.16K | Jun 30, 26 | +174 | 0.00% |
| SIGNATUREFD, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Triumph Capital Management | 924 | Jun 30, 26 | -1.73K | 0.00% |
| Global Retirement Partners, LLC | 828 | Jun 30, 26 | +828 | 0.00% |
| FMR LLC | 733 | Jun 30, 26 | +733 | 0.00% |
| EverSource Wealth Advisors, LLC | 590 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 221 | Jun 30, 26 | +221 | 0.00% |
| Geneos Wealth Management Inc. | 138 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 100 | Jun 30, 26 | +100 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 23 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.58K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -533 | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -801 | -- |
| STANCE CAPITAL LLC | -- | Jun 30, 26 | -536 | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -1.63K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -22.56K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -100 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -12.60K | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -29 | -- |
| MPWM ADVISORY SOLUTIONS, LLC | -- | Jun 30, 26 | -5.60K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -10.63K | -- |
| Waterloo Capital, L.P. | -- | Jun 30, 26 | -27.72K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -2.20K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -650 | -- |
| RAYMOND JAMES FINANCIAL INC | 187.54K | Mar 31, 26 | -20.55K | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 112.78K | Mar 31, 26 | +38.95K | 0.32% |
| Endowment Wealth Management, Inc. | 57.98K | Mar 31, 26 | +3.15K | 0.16% |
| B. Riley Wealth Advisors, Inc. | 24.65K | Mar 31, 26 | +86 | 0.07% |
| Rockefeller Capital Management L.P. | 19.21K | Mar 31, 26 | +89 | 0.05% |
| CWM, LLC | 16.22K | Mar 31, 26 | +672 | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 982 | Mar 31, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 8.31K | Dec 31, 25 | -138 | 0.02% |
| 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 | 0.08% |
| 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 | 0.01% |
| EUDAIMONIA ADVISORS LLC | -- | Mar 31, 24 | -28.94K | -- |
| Eudaimonia Partners, LLC | -- | Mar 31, 24 | -40.26K | -- |
| BDO Wealth Advisors, LLC | 85.45K | Jun 30, 23 | -3.66K | 0.24% |
| 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 | 0.33% |
| Advisor Group, Inc. | 30.64K | Dec 31, 19 | +1.44K | 0.09% |