Ticker: KBWP CUSIP: 46138E586 Class: KBW PPTY CASUT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 470 | $60 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20 | $3 |
| WELLS FARGO & COMPANY/MN | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WBI INVESTMENTS, INC. | 2,888 | 4,692 | +1,804 (+62.5%) |
| GGM Financials LLC | 734 | 1,328 | +594 (+80.9%) |
| Mutual Advisors, LLC | 85,161 | 89,150 | +3,989 (+4.7%) |
| Sound Income Strategies, LLC | 4 | 1,309 | +1,305 (+32625.0%) |
| Cetera Investment Advisers | 39,048 | 53,717 | +14,669 (+37.6%) |
| Kestra Advisory Services, LLC | 10,080 | 16,152 | +6,072 (+60.2%) |
| Brinker Capital Investments, LLC | 2,012 | 5,810 | +3,798 (+188.8%) |
| Focus Financial Network, Inc. | 22,358 | 23,300 | +942 (+4.2%) |
| GOLDMAN SACHS GROUP INC | 15,993 | 44,620 | +28,627 (+179.0%) |
| ROYAL BANK OF CANADA | 10,987 | 28,092 | +17,105 (+155.7%) |
| MENORA MIVTACHIM HOLDINGS LTD. | 5,000 | 8,000 | +3,000 (+60.0%) |
| TWO SIGMA INVESTMENTS, LP | 40,700 | 45,900 | +5,200 (+12.8%) |
| NewEdge Advisors, LLC | 1,515 | 4,114 | +2,599 (+171.6%) |
| MML INVESTORS SERVICES, LLC | 10,923 | 12,896 | +1,973 (+18.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 15,738 | 16,995 | +1,257 (+8.0%) |
| JANE STREET GROUP, LLC | 1,925 | 2,752 | +827 (+43.0%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 2,107 | 2,456 | +349 (+16.6%) |
| J.W. COLE ADVISORS, INC. | 4,061 | 4,361 | +300 (+7.4%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,667 | 6,232 | +565 (+10.0%) |
| FMR LLC | 1,279 | 1,664 | +385 (+30.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elevate Capital Advisors, LLC | 28,403 | 3,609 | -24,794 (-87.3%) |
| Stegent Equity Advisors, Inc. | 16,862 | 5,046 | -11,816 (-70.1%) |
| Harel Insurance Investments & Financial Services Ltd. | 1,117,500 | 62,500 | -1,055,000 (-94.4%) |
| Buska Wealth Management, LLC | 27,250 | 14,112 | -13,138 (-48.2%) |
| Kingsview Wealth Management, LLC | 133,586 | 122,816 | -10,770 (-8.1%) |
| IFG Advisory, LLC | 9,071 | 3,621 | -5,450 (-60.1%) |
| RAYMOND JAMES FINANCIAL INC | 82,397 | 30,187 | -52,210 (-63.4%) |
| MORGAN STANLEY | 128,590 | 25,105 | -103,485 (-80.5%) |
| LPL Financial LLC | 260,087 | 226,337 | -33,750 (-13.0%) |
| CITADEL ADVISORS LLC | 26,263 | 14,135 | -12,128 (-46.2%) |
| OSAIC HOLDINGS, INC. | 10,972 | 5,815 | -5,157 (-47.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,097 | 3,023 | -5,074 (-62.7%) |
| UBS Group AG | 22,991 | 19,713 | -3,278 (-14.3%) |
| BANK OF AMERICA CORP /DE/ | 20,941 | 17,897 | -3,044 (-14.5%) |
| AMERIPRISE FINANCIAL INC | 30,100 | 27,497 | -2,603 (-8.6%) |
| Cambridge Investment Research Advisors, Inc. | 6,259 | 6,120 | -139 (-2.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Virtue Capital Management, LLC | 87,318 | $4,431 |
| Outlook Wealth Advisors, LLC | 8,397 | $1,039 |
| Williams & Novak, LLC | 1,997 | $247 |
| Nilsine Partners, LLC | 10,107 | $1,250 |
| Carr Financial Group Corp | 2,458 | $304 |
| PCG Wealth Advisors, LLC | 1,620 | $200 |
| DAVENPORT & Co LLC | 14,340 | $1,773 |
| Hennion & Walsh Asset Management, Inc. | 2,395 | $296 |
| OPPENHEIMER & CO INC | 2,093 | $259 |
| HRT FINANCIAL LP | 24,372 | $3 |
| Wealthspire Advisors, LLC | 569 | $70 |
| JDM Financial Group LLC | 29 | $4 |
| PRINCIPAL SECURITIES, INC. | 62 | $8 |
| Ronald Blue Trust, Inc. | 10 | $1 |