KBWD institutional holders

Invesco KBW High Dividend Yield Financial ETF · 63 reporting institutions · $92.5M reported value

Funds that can replace KBWD · KBWD return decomposition

Institutional holdings

Institutions reporting KBWD, largest first
InstitutionReported positionAdvisors at firmReport period
Wells Fargo & Company/mn$18.6M02026-06-30
Lpl Financial LLC$11.3M23,4582026-06-30
Morgan Stanley$10.7M23,1852026-06-30
Mission Hills Financial Advisory, LLC$10.2M32026-06-30
Bank of America Corp /de$10M02026-06-30
Gradient Investments, LLC$8M312026-06-30
Bnp Paribas Financial Markets$4.2M02026-06-30
Raymond James Financial Inc$2.7M02026-06-30
Thrive Capital Management, LLC$1.6M172026-06-30
Envestnet Pmc$1.5M602026-06-30
Kingswood Wealth Advisors, LLC$999.5K1232026-06-30
Cetera Investment Advisers$886.9K10,3702026-06-30
Harvest Investment Services, LLC$859.2K272026-06-30
Equitable Holdings, Inc.$855.1K02026-06-30
MML Investors Services, LLC$775.6K5,1202026-06-30
Endowment Wealth Management, Inc.$651.7K132026-06-30
Osaic Holdings, Inc.$638.4K02026-06-30
Winnacle Wealth, LLC$637.3K62026-06-30
Kovack Advisors, Inc.$600.2K2582026-06-30
Jefferies Financial Group Inc.$563.2K02026-06-30
Ifp Advisors, Inc$517.9K3182026-06-30
D. E. Shaw & Co., LP$478.4K02026-06-30
Creativeone Wealth, LLC$442.7K2212026-06-30
Regal Investment Advisors LLC$396.3K1172026-06-30
Independent Financial Group, LLC$380.6K4812026-06-30
Simplicity Wealth, LLC$344.8K02026-06-30
B. Riley Wealth Advisors, Inc.$333K1702026-06-30
UBS Group AG$331.1K02026-06-30
Rockefeller Capital Management LP$239.8K3462026-06-30
Newedge Advisors$217.2K6012026-06-30
Brookstone Capital Management$216.2K3372026-06-30
Cullen/frost Bankers, Inc.$213.4K02026-06-30
Cwm, LLC$203.4K6672026-03-31
Royal Bank of Canada$201K02026-06-30
Farther Finance Advisors, LLC$174.4K3342026-06-30
Tower Research Capital LLC (trc)$172.6K02026-06-30
Oakmont Advisory Group, LLC$167.5K32026-06-30
Stratos Wealth Partners, Ltd.$152K3862026-06-30
Koshinski Asset Management, Inc.$144.8K692026-06-30
Choreo, LLC$125.9K1482026-06-30
Ashton Thomas Private Wealth, LLC$116K962026-06-30
Comerica Bank$113.6K02025-12-31
PNC Financial Services Group, Inc.$111.9K02026-06-30
Fifth Third Bancorp$108K02026-06-30
Jpmorgan Chase & Co$103.3K02026-06-30
Founders Financial Alliance, LLC$74.2K322026-06-30
Simplex Trading, LLC$64.4K02026-06-30
Harbour Investments, Inc.$31.1K2472026-06-30
Albion Financial Group /ut$28.9K02026-06-30
Img Wealth Management, Inc.$15.5K72026-06-30
Jones Financial Companies LLLP$14.2K02026-06-30
Signaturefd, LLC$12.4K492026-06-30
Triumph Capital Management$11.5K142026-06-30
Global Retirement Partners LLC$10.3K4912026-06-30
Fmr LLC$9.1K02026-06-30
Eversource Wealth Advisors, LLC$7.3K772026-06-30
Highline Wealth Partners LLC$2.7K172026-06-30
Geneos Wealth Management, Inc.$1.7K1932026-06-30
Cambridge Investment Research Advisors, Inc.$1.6K3,9402026-03-31
Key Capital Management, Inc$1.2K112026-06-30
Mgb Wealth Management, LLC$1K02025-12-31
Dhjj Financial Advisors, Ltd.$28672026-06-30
Janney Montgomery Scott LLC$1591,3422026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30