INVESCO KBW PROPERTY & CASUA (KBWP) Top Institutional Shareholders
INVESCO KBW PROPERTY & CASUA (KBWP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $114.97M in KBWP holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of KBWP tracked by InsiderSet, reporting ownership valued at approximately $23.61M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.12M, representing an estimated gain of +2.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed KBWP value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Kingsview Wealth Management, Llc, Mutual Advisors, Llc, and several other long-term asset managers with concentrated positions in INVESCO KBW PROPERTY & CASUA (KBWP).
This page ranks the largest institutional KBWP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
60
Total Reported Value
$114.97M
Largest Holder
Lpl Financial Llc
Largest Position
$23.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 198,474 | $23,614,753 | $24,118,739 | +$503,986 | +2.13% | |
| Kingsview Wealth Management, Llc | 0.21% | 131,958 | $15,700,578 | $16,035,655 | +$335,077 | +2.13% | |
| Mutual Advisors, Llc | 0.24% | 92,291 | $10,980,891 | $11,215,285 | +$234,394 | +2.13% | |
| Redstone Wealth Management, Llc | 8.63% | 91,046 | $10,832,870 | $11,063,992 | +$231,122 | +2.13% | |
| Cetera Investment Advisers | 0.01% | 62,098 | $7,388,510 | $7,546,205 | +$157,695 | +2.13% | |
| Goldman Sachs Group Inc | 0.00% | 44,376 | $5,279,932 | $5,392,611 | +$112,679 | +2.13% | |
| Two Sigma Investments, Lp | 0.00% | 43,900 | $5,223,297 | $5,334,768 | +$111,471 | +2.13% | |
| Rm Financial Services, Llc | 3.27% | 31,819 | $3,785,912 | $3,866,674 | +$80,762 | +2.13% | |
| Raymond James Financial Inc | 0.00% | 27,742 | $3,300,763 | $3,371,233 | +$70,470 | +2.13% | |
| Focus Financial Network, Inc. | 0.10% | 24,036 | $2,859,886 | $2,920,876 | +$60,990 | +2.13% | |
| Morgan Stanley | 0.00% | 20,938 | $2,491,268 | $2,544,405 | +$53,137 | +2.13% | |
| Bright Futures Wealth Management, Llc. | 1.56% | 19,113 | $2,274,097 | $2,322,629 | +$48,532 | +2.13% | |
| Envestnet Asset Management Inc | 0.00% | 18,615 | $2,214,885 | $2,262,112 | +$47,227 | +2.13% | |
| Kestra Advisory Services, Llc | 0.01% | 16,600 | $1,975,088 | $2,017,247 | +$42,159 | +2.13% | |
| Bank Of America Corp | 0.00% | 14,250 | $1,695,454 | $1,731,673 | +$36,219 | +2.14% | |
| Ubs Group Ag | 0.00% | 13,961 | $1,661,108 | $1,696,553 | +$35,445 | +2.13% | |
| Royal Bank Of Canada | 0.00% | 13,771 | $1,638,000 | $1,673,464 | +$35,464 | +2.17% | |
| Citadel Advisors Llc | 0.00% | 11,082 | $1,318,555 | $1,346,695 | +$28,140 | +2.13% | |
| Mml Investors Services, Llc | 0.00% | 10,474 | $1,246,232 | $1,272,810 | +$26,578 | +2.13% | |
| Susquehanna International Group, Llp | 0.00% | 9,715 | $1,155,907 | $1,180,576 | +$24,669 | +2.13% | |
| Buska Wealth Management, Llc | 0.46% | 9,540 | $1,135,089 | $1,159,309 | +$24,220 | +2.13% | |
| Rda Financial Network | 0.15% | 5,050 | $600,858 | $613,681 | +$12,823 | +2.13% | |
| Stegent Equity Advisors, Inc. | 0.46% | 4,542 | $540,391 | $551,948 | +$11,557 | +2.14% | |
| J.W. Cole Advisors, Inc. | 0.02% | 4,358 | $518,562 | $529,588 | +$11,026 | +2.13% | |
| Menora Mivtachim Holdings Ltd. | 0.00% | 4,000 | $475,927 | $486,084 | +$10,157 | +2.13% | |
| Independent Financial Group, Llc | 0.01% | 5,905 | $471,393 | $717,581 | +$246,188 | +52.23% | |
| Orion Porfolio Solutions, Llc | 0.00% | 3,896 | $463,593 | $473,445 | +$9,852 | +2.13% | |
| Jane Street Group, Llc | 0.00% | 3,805 | $452,725 | $462,387 | +$9,662 | +2.13% | |
| D. E. Shaw & Co., Inc. | 0.00% | 3,178 | $378,124 | $386,193 | +$8,069 | +2.13% | |
| Ameriprise Financial Inc | 0.00% | 3,124 | $371,729 | $379,631 | +$7,902 | +2.13% | |
| Elevate Capital Advisors, Llc | 0.23% | 3,026 | $360,014 | $367,722 | +$7,708 | +2.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,442 | $290,530 | $296,754 | +$6,224 | +2.14% | |
| Osaic Holdings, Inc. | 0.00% | 2,429 | $289,652 | $295,174 | +$5,522 | +1.91% | |
| Iht Wealth Management, Llc | 0.01% | 2,373 | $282,386 | $288,369 | +$5,983 | +2.12% | |
| Hudock, Inc. | 0.04% | 2,337 | $278,115 | $283,994 | +$5,879 | +2.11% | |
| Belvedere Trading Llc | 0.03% | 1,946 | $231,539 | $236,480 | +$4,941 | +2.13% | |
| Great Valley Advisor Group, Inc. | 0.00% | 1,930 | $229,639 | $234,535 | +$4,896 | +2.13% | |
| Virtue Capital Management, Llc | 0.03% | 1,767 | $210,035 | $214,727 | +$4,692 | +2.23% | |
| Fmr Llc | 0.00% | 1,485 | $176,641 | $180,459 | +$3,818 | +2.16% | |
| Sound Income Strategies, Llc | 0.01% | 1,309 | $154,645 | $159,071 | +$4,426 | +2.86% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 700 | $83,287 | $85,065 | +$1,778 | +2.13% | |
| Advisornet Financial, Inc | 0.00% | 625 | $74,358 | $75,951 | +$1,593 | +2.14% | |
| Rossby Financial, Lcc | 0.01% | 607 | $71,711 | $73,763 | +$2,052 | +2.86% | |
| Efg International Ag | 0.00% | 374 | $44,499 | $45,449 | +$950 | +2.13% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 325 | $38,669 | $39,494 | +$825 | +2.13% | |
| Wfa Of San Diego, Llc | 0.02% | 204 | $24,272 | $24,790 | +$518 | +2.14% | |
| Fifth Third Bancorp | 0.00% | 167 | $19,870 | $20,294 | +$424 | +2.13% | |
| Bok Financial Private Wealth, Inc. | 0.00% | 150 | $17,848 | $18,228 | +$380 | +2.13% | |
| Marshall Investment Management, Llc | 0.00% | 85 | $10,160 | $10,329 | +$169 | +1.67% | |
| Blair William & Co/Il | 0.00% | 70 | $8,329 | $8,506 | +$177 | +2.13% |
Frequently asked questions about KBWP
Who owns the most KBWP stock?
The largest holders of KBWP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO KBW PROPERTY & CASUA (KBWP).
Is KBWP widely held by superinvestors?
Many widely followed stocks like KBWP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KBWP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.