HoldingsChannel.com
There is a long list of 55 institutional holders of KBWY within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of KBWY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-KBWY table below, the initial column indicates the name of each top institutional holder of KBWY, with a link to that fund's top holdings. The next columns indicate the amount of KBWY stock held by each of the institutional holders of KBWY, followed by the KBWY position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bessemer Group Inc. | 619,634 | $12,504 | 12/31/2023 |
| KBWY | 619,634 | $12,504 | 12/31/2023 |
| LPL Financial LLC | 433,262 | $8,743 | 12/31/2023 |
| KBWY | 433,262 | $8,743 | 12/31/2023 |
| TAP Consulting LLC | 306,718 | $5,536 | 03/31/2024 |
| KBWY | 306,718 | $5,536 | 03/31/2024 |
| Morgan Stanley | 197,728 | $3,990 | 12/31/2023 |
| KBWY | 197,728 | $3,990 | 12/31/2023 |
| Strategies Wealth Advisors LLC | 129,587 | $2,339 | 03/31/2024 |
| KBWY | 129,587 | $2,339 | 03/31/2024 |
| Ameriprise Financial Inc. | 79,434 | $1,603 | 12/31/2023 |
| KBWY | 79,434 | $1,603 | 12/31/2023 |
| Bank of America Corp DE | 72,939 | $1,472 | 12/31/2023 |
| KBWY | 72,939 | $1,472 | 12/31/2023 |
| Envestnet Asset Management Inc. | 66,864 | $1,349 | 12/31/2023 |
| KBWY | 66,864 | $1,349 | 12/31/2023 |
| Wells Fargo & Company MN | 64,551 | $1,303 | 12/31/2023 |
| KBWY | 64,551 | $1,303 | 12/31/2023 |
| Advisor Group Holdings Inc. | 61,652 | $1,244 | 12/31/2023 |
| KBWY | 61,652 | $1,244 | 12/31/2023 |
| United Capital Financial Advisers LLC | 54,921 | $1,108 | 12/31/2023 |
| KBWY | 54,921 | $1,108 | 12/31/2023 |
| MML Investors Services LLC | 53,796 | $1,086 | 12/31/2023 |
| KBWY | 53,796 | $1,086 | 12/31/2023 |
| Anfield Capital Management LLC | 52,506 | $1,060 | 12/31/2023 |
| KBWY | 52,506 | $1,060 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 52,418 | $1,047 | 12/31/2023 |
| KBWY | 52,418 | $1,047 | 12/31/2023 |
| Susquehanna International Group LLP | 42,560 | $859 | 12/31/2023 |
| KBWY | 42,560 | $859 | 12/31/2023 |
 Citadel Advisors LLC | $487 | 12/31/2023 | |
| Call | 14,000 | $283 | 12/31/2023 |
| KBWY | 10,485 | $212 | 12/31/2023 |
| Put | 400 | $8 | 12/31/2023 |
| Clear Creek Financial Management LLC | 26,414 | $477 | 03/31/2024 |
| KBWY | 26,414 | $477 | 03/31/2024 |
| Tower Research Capital LLC TRC | 19,302 | $390 | 12/31/2023 |
| KBWY | 19,302 | $390 | 12/31/2023 |
| Commonwealth Equity Services LLC | 17,147 | $310 | 03/31/2024 |
| KBWY | 17,147 | $310 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 17,135 | $309 | 03/31/2024 |
| KBWY | 17,135 | $309 | 03/31/2024 |
| Natixis | 14,029 | $283 | 12/31/2023 |
| KBWY | 14,029 | $283 | 12/31/2023 |
| Lmcg Investments LLC | 14,046 | $283 | 12/31/2023 |
| KBWY | 14,046 | $283 | 12/31/2023 |
| Two Sigma Investments LP | 12,400 | $250 | 12/31/2023 |
| KBWY | 12,400 | $250 | 12/31/2023 |
| Raymond James & Associates | 13,072 | $236 | 03/31/2024 |
| KBWY | 13,072 | $236 | 03/31/2024 |
| Sandbox Financial Partners LLC | 10,612 | $192 | 03/31/2024 |
| KBWY | 10,612 | $192 | 03/31/2024 |
| Royal Bank of Canada | 8,665 | $175 | 12/31/2023 |
| KBWY | 8,665 | $175 | 12/31/2023 |
| Advisory Services Network LLC | 7,963 | $161 | 12/31/2023 |
| KBWY | 7,963 | $161 | 12/31/2023 |
| Aptus Capital Advisors LLC | 6,033 | $122 | 12/31/2023 |
| KBWY | 6,033 | $122 | 12/31/2023 |
| Spire Wealth Management | 5,501 | $99 | 03/31/2024 |
| KBWY | 5,501 | $99 | 03/31/2024 |
| UBS Group AG | 2,794 | $56 | 12/31/2023 |
| KBWY | 2,794 | $56 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 1,604 | $29 | 03/31/2024 |
| KBWY | 1,604 | $29 | 03/31/2024 |
| Future Financial Wealth Managment LLC | 1,600 | $29 | 03/31/2024 |
| KBWY | 1,600 | $29 | 03/31/2024 |
| EverSource Wealth Advisors LLC | 1,334 | $27 | 12/31/2023 |
| KBWY | 1,334 | $27 | 12/31/2023 |
| Blair William & Co. IL | 1,276 | $26 | 12/31/2023 |
| KBWY | 1,276 | $26 | 12/31/2023 |
| ORG Partners LLC | 717 | $14 | 12/31/2023 |
| KBWY | 717 | $14 | 12/31/2023 |
| JPMorgan Chase & Co. | 600 | $12 | 12/31/2023 |
| KBWY | 600 | $12 | 12/31/2023 |
| Ameritas Investment Partners Inc. | 530 | $11 | 12/31/2023 |
| KBWY | 530 | $11 | 12/31/2023 |
| Qube Research & Technologies Ltd | 388 | $8 | 12/31/2023 |
| KBWY | 388 | $8 | 12/31/2023 |
| Proequities Inc. | 400 | $7 | 03/31/2024 |
| KBWY | 400 | $7 | 03/31/2024 |
| Simplex Trading LLC | 340 | $6 | 03/31/2024 |
| KBWY | 340 | $6 | 03/31/2024 |
| Creative Financial Designs Inc. ADV | 297 | $5 | 03/31/2024 |
| KBWY | 297 | $5 | 03/31/2024 |
| CWM LLC | 250 | $5 | 03/31/2024 |
| KBWY | 250 | $5 | 03/31/2024 |
| Geneos Wealth Management Inc. | 254 | $5 | 03/31/2024 |
| KBWY | 254 | $5 | 03/31/2024 |
| Castleview Partners LLC | 163 | $3 | 12/31/2023 |
| KBWY | 163 | $3 | 12/31/2023 |
| Gradient Investments LLC | 77 | $1 | 03/31/2024 |
| KBWY | 77 | $1 | 03/31/2024 |
| Retirement Group LLC | 70 | $1 | 03/31/2024 |
| KBWY | 70 | $1 | 03/31/2024 |
| Key Financial Inc | 56 | $1 | 03/31/2024 |
| KBWY | 56 | $1 | 03/31/2024 |
| Principal Securities Inc. | 37 | $1 | 12/31/2023 |
| KBWY | 37 | $1 | 12/31/2023 |
| Parallel Advisors LLC | 61 | $1 | 12/31/2023 |
| KBWY | 61 | $1 | 12/31/2023 |
| EPG Wealth Management LLC | 43 | $1 | 12/31/2023 |
| KBWY | 43 | $1 | 12/31/2023 |
See All: Funds Holding KBWY
See Details: Top 10 Hedge Funds Holding KBWY
Also See: KBWY Holdings Changes
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