Who owns KBWD?
Invesco KBW High Dividend Yield Financial ETF · Invesco
60 institutions reported holding KBWD, worth $95.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KBWD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wells Fargo & Company | San Francisco, CA | $18.6M | 1,498,521 | +151,759 shares |
| LPL Financial LLC | Fort Mill, SC | $11.3M | 908,907 | +110,535 shares |
| Morgan Stanley | New York, NY | $10.7M | 857,981 | −104,263 shares |
| Mission Hills Financial Advisory, LLC | San Diego, CA | $10.2M | 823,136 | −31,761 shares |
| Bank of America Corp. | Charlotte, NC | $10.0M | 807,309 | +80,893 shares |
| Gradient Investments LLC | Arden Hills, MN | $8.0M | 642,248 | +17,634 shares |
| BNP Paribas Financial Markets | Paris, France | $4.2M | 338,644 | +318,644 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.9M | 230,886 | +104,521 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.7M | 214,547 | +27,002 shares |
| Thrive Capital Management, LLC | Fort Washington, PA | $1.6M | 128,509 | +6,727 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns KBWD?
60 institutional managers reported holding KBWD in Form 13F filings for June 30, 2026, worth $95.2M in total. The largest reported position was held by Wells Fargo & Company, at $18.6M.
Did institutions buy or sell KBWD last quarter?
Reported 13F value rose 7.8% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is KBWD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.