Who Owns INV KBW H/Y DIV FINL ETF (KBWD)? -- Institutional Holders (2026-06-30)

74 institutions reported holding $94.7M of INV KBW H/Y DIV FINL ETF (KBWD) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($18.6M), LPL Financial LLC ($11.3M), MORGAN STANLEY ($10.7M), Mission Hills Financial Advisory, LLC ($10.2M), BANK OF AMERICA CORP /DE/ ($10.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WELLS FARGO & COMPANY/MN	$18.6M	1.5M	Added
2	LPL Financial LLC	$11.3M	908,907	Added
3	MORGAN STANLEY	$10.7M	857,981	Trimmed
4	Mission Hills Financial Advisory, LLC	$10.2M	823,136	Trimmed
5	BANK OF AMERICA CORP /DE/	$10.0M	807,309	Added
6	Gradient Investments LLC	$8.0M	642,248	Added
7	BNP PARIBAS FINANCIAL MARKETS	$4.2M	338,644	Added
8	RAYMOND JAMES FINANCIAL INC	$2.7M	214,547	Added
9	Thrive Capital Management, LLC	$1.6M	128,509	Added
10	ENVESTNET ASSET MANAGEMENT INC	$1.5M	121,856	Added
11	Cambridge Investment Research Advisors, Inc.	$1.4M	115,443	Trimmed
12	KINGSWOOD WEALTH ADVISORS, LLC	$999,487	80,474	Trimmed
13	Cetera Investment Advisers	$886,937	71,412	Added
14	Harvest Investment Services, LLC	$859,224	69,181	Added
15	Equitable Holdings, Inc.	$855,120	68,850	Trimmed
16	MML INVESTORS SERVICES, LLC	$775,606	62,448	Added
17	Endowment Wealth Management, Inc.	$651,659	52,469	Trimmed
18	OSAIC HOLDINGS, INC.	$638,443	51,402	Trimmed
19	WINNOW WEALTH LLC	$637,260	51,309	Added
20	Kovack Advisors, Inc.	$600,178	48,112	Trimmed
21	Jefferies Financial Group Inc.	$563,172	45,344	New
22	JANE STREET GROUP, LLC	$561,384	45,200	Added
23	IFP Advisors, Inc	$517,914	41,700	Added
24	D. E. Shaw & Co., Inc.	$478,431	38,521	New
25	CreativeOne Wealth, LLC	$442,676	35,642	Added

Source: SEC Form 13F filings · as of 2026-06-30