KBWP(KBWP)
KBWP
Institutional Ownership
Top 87 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 170.25K | Jun 30, 26 | -28.22K | 8.56% |
| Kingsview Wealth Management, LLC | 156.20K | Jun 30, 26 | +24.24K | 7.85% |
| REDSTONE WEALTH MANAGEMENT, LLC | 115.35K | Jun 30, 26 | +24.30K | 5.80% |
| Mutual Advisors, LLC | 90.67K | Jun 30, 26 | -1.62K | 4.56% |
| GOLDMAN SACHS GROUP INC | 43.04K | Jun 30, 26 | -1.33K | 2.16% |
| Cetera Investment Advisers | 36.12K | Jun 30, 26 | -25.98K | 1.81% |
| RM Financial Services, LLC | 32.52K | Jun 30, 26 | +706 | 1.63% |
| MORGAN STANLEY | 24.50K | Jun 30, 26 | +3.57K | 1.23% |
| Focus Financial Network, Inc. | 23.68K | Jun 30, 26 | -352 | 1.19% |
| FLOW TRADERS U.S. LLC | 20.69K | Jun 30, 26 | +20.69K | 1.04% |
| Kestra Advisory Services, LLC | 18.12K | Jun 30, 26 | +1.52K | 0.91% |
| BANK OF AMERICA CORP /DE/ | 16.01K | Jun 30, 26 | +1.76K | 0.80% |
| Bright Futures Wealth Management, LLC. | 15.61K | Jun 30, 26 | -3.51K | 0.78% |
| TWO SIGMA INVESTMENTS, LP | 14.00K | Jun 30, 26 | -29.90K | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 13.85K | Jun 30, 26 | -4.77K | 0.70% |
| MML INVESTORS SERVICES, LLC | 13.01K | Jun 30, 26 | +2.54K | 0.65% |
| ROYAL BANK OF CANADA | 12.60K | Jun 30, 26 | -1.18K | 0.63% |
| RAYMOND JAMES FINANCIAL INC | 10.20K | Jun 30, 26 | -17.55K | 0.51% |
| MENORA MIVTACHIM HOLDINGS LTD. | 10.00K | Jun 30, 26 | +6.00K | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.94K | Jun 30, 26 | -777 | 0.45% |
| CITADEL ADVISORS LLC | 7.97K | Jun 30, 26 | -3.11K | 0.40% |
| Vanguard Capital Wealth Advisors | 5.20K | Jun 30, 26 | +5.20K | 0.26% |
| Cambridge Investment Research Advisors, Inc. | 5.19K | Jun 30, 26 | -1.01K | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 5.07K | Jun 30, 26 | +2.64K | 0.25% |
| RDA Financial Network | 5.05K | Jun 30, 26 | -- | 0.25% |
| NewEdge Advisors, LLC | 4.92K | Jun 30, 26 | +913 | 0.25% |
| Stegent Equity Advisors, Inc. | 4.54K | Jun 30, 26 | -- | 0.23% |
| J.W. COLE ADVISORS, INC. | 4.26K | Jun 30, 26 | -102 | 0.21% |
| IFG Advisory, LLC | 3.82K | Jun 30, 26 | +3.82K | 0.19% |
| D. E. Shaw & Co., Inc. | 3.18K | Jun 30, 26 | -- | 0.16% |
| VICTORY CAPITAL MANAGEMENT INC | 2.71K | Jun 30, 26 | +2.71K | 0.14% |
| Virtue Capital Management, LLC | 2.54K | Jun 30, 26 | +770 | 0.13% |
| AMERIPRISE FINANCIAL INC | 2.28K | Jun 30, 26 | -840 | 0.11% |
| CITIGROUP INC | 2.27K | Jun 30, 26 | +2.27K | 0.11% |
| Hudock, Inc. | 2.12K | Jun 30, 26 | -216 | 0.11% |
| XTX Topco Ltd | 1.97K | Jun 30, 26 | +1.97K | 0.10% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.84K | Jun 30, 26 | -87 | 0.09% |
| Elevate Capital Advisors, LLC | 1.66K | Jun 30, 26 | -1.36K | 0.08% |
| FMR LLC | 1.43K | Jun 30, 26 | -59 | 0.07% |
| UBS Group AG | 910 | Jun 30, 26 | -13.05K | 0.05% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 783 | Jun 30, 26 | +783 | 0.04% |
| UBS ASSET MANAGEMENT AMERICAS INC | 700 | Jun 30, 26 | -- | 0.04% |
| Rossby Financial, LCC | 607 | Jun 30, 26 | -- | 0.03% |
| AdvisorNet Financial, Inc | 577 | Jun 30, 26 | -48 | 0.03% |
| EFG International AG | 374 | Jun 30, 26 | -- | 0.02% |
| Regatta Research & Money Management | 274 | Jun 30, 26 | +274 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 225 | Jun 30, 26 | -100 | 0.01% |
| BOK Financial Private Wealth, Inc. | 150 | Jun 30, 26 | -- | 0.01% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 86 | Jun 30, 26 | +1 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 80 | Jun 30, 26 | +80 | 0.00% |
| BLAIR WILLIAM & CO/IL | 70 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 63 | Jun 30, 26 | +12 | 0.00% |
| CVA Family Office, LLC | 53 | Jun 30, 26 | +1 | 0.00% |
| Global Retirement Partners, LLC | 48 | Jun 30, 26 | +48 | 0.00% |
| Murphy & Mullick Capital Management Corp | 40 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 15 | Jun 30, 26 | +15 | 0.00% |
| Geneos Wealth Management Inc. | 10 | Jun 30, 26 | -7 | 0.00% |
| Copeland Capital Management, LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 7 | Jun 30, 26 | +7 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Buska Wealth Management, LLC | -- | Jun 30, 26 | -9.54K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -2.44K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -204 | -- |
| FIFTH THIRD BANCORP | -- | Jun 30, 26 | -167 | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -28 | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -3.90K | -- |
| Belvedere Trading LLC | -- | Jun 30, 26 | -1.95K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -3.81K | -- |
| HOLLENCREST CAPITAL MANAGEMENT | -- | Jun 30, 26 | -10 | -- |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -2.37K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -15 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1.31K | -- |
| FIRST NATIONAL CORP /MA/ /ADV | 22.98K | Sep 30, 25 | -19.31K | 1.15% |
| AVANTAX ADVISORY SERVICES, INC. | 17.74K | Jun 30, 25 | +9.47K | 0.89% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -2.03K | -- |
| Raymond James Financial Services Advisors, Inc. | 54.78K | Sep 30, 24 | +51.81K | 2.75% |
| RAYMOND JAMES & ASSOCIATES | 26.57K | Sep 30, 24 | +26.57K | 1.34% |
| Cetera Advisor Networks LLC | 7.98K | Mar 31, 24 | +7.98K | 0.40% |
| FOCUS FINANCIAL NETWORK INC /ADV | 18.76K | Dec 31, 23 | +18.76K | 0.94% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -4.09K | -- |
| BerganKDV Wealth Management, LLC | 200 | Jun 30, 23 | -- | 0.01% |
| American Portfolios Advisors | 261 | Sep 30, 22 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 210 | Dec 31, 21 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.13K | Dec 31, 19 | -2.77K | 0.31% |
| Advisor Group, Inc. | 1.16K | Dec 31, 19 | -1.94K | 0.06% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 8.50K | Mar 31, 19 | -- | 0.43% |
