KBWP Institutional Ownership & Shareholders
INVESCO KBW PROPERTY & CASUA (KBWP) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $114.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of KBWP tracked by InsiderSet, reporting ownership valued at approximately $21.58M in its June 30, 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 $23.59M, representing an estimated gain of +9.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed KBWP value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Kingsview Wealth Management, Llc, Redstone Wealth Management, 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
53
Total Reported Value
$114.25M
Largest Holder
Lpl Financial Llc
Largest Position
$21.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 170,250 | $21,581,685 | $23,591,406 | +$2,009,721 | +9.31% | |
| Kingsview Wealth Management, Llc | 0.24% | 156,199 | $19,800,606 | $21,644,370 | +$1,843,764 | +9.31% | |
| Redstone Wealth Management, Llc | 9.03% | 117,374 | $14,399,386 | $16,264,421 | +$1,865,035 | +12.95% | |
| Mutual Advisors, Llc | 0.22% | 90,674 | $11,494,283 | $12,564,624 | +$1,070,341 | +9.31% | |
| Goldman Sachs Group Inc | 0.00% | 43,043 | $5,456,346 | $5,964,434 | +$508,088 | +9.31% | |
| Cetera Investment Advisers | 0.00% | 36,118 | $4,578,453 | $5,004,842 | +$426,389 | +9.31% | |
| Rm Financial Services, Llc | 3.06% | 32,525 | $4,123,019 | $4,506,963 | +$383,944 | +9.31% | |
| Morgan Stanley | 0.00% | 24,504 | $3,106,491 | $3,395,500 | +$289,009 | +9.30% | |
| Focus Financial Network, Inc. | 0.09% | 23,440 | $2,875,604 | $3,248,062 | +$372,458 | +12.95% | |
| Flow Traders U.S. Llc | 0.11% | 20,690 | $2,623,000 | $2,866,997 | +$243,997 | +9.30% | |
| Kestra Advisory Services, Llc | 0.01% | 18,993 | $2,330,055 | $2,631,845 | +$301,790 | +12.95% | |
| Bank Of America Corp | 0.00% | 16,012 | $2,029,770 | $2,218,770 | +$189,000 | +9.31% | |
| Two Sigma Investments, Lp | 0.00% | 14,000 | $1,774,710 | $1,939,969 | +$165,259 | +9.31% | |
| Envestnet Asset Management Inc | 0.00% | 13,848 | $1,755,495 | $1,918,906 | +$163,411 | +9.31% | |
| Bright Futures Wealth Management, Llc. | 1.15% | 13,557 | $1,663,159 | $1,878,583 | +$215,424 | +12.95% | |
| Mml Investors Services, Llc | 0.00% | 13,013 | $1,649,540 | $1,803,201 | +$153,661 | +9.32% | |
| Royal Bank Of Canada | 0.00% | 12,595 | $1,597,000 | $1,745,279 | +$148,279 | +9.28% | |
| Raymond James Financial Inc | 0.00% | 10,195 | $1,292,369 | $1,412,713 | +$120,344 | +9.31% | |
| Menora Mivtachim Holdings Ltd. | 0.00% | 10,000 | $1,267,650 | $1,385,692 | +$118,042 | +9.31% | |
| Susquehanna International Group, Llp | 0.00% | 8,938 | $1,133,026 | $1,238,532 | +$105,506 | +9.31% | |
| Citadel Advisors Llc | 0.00% | 7,971 | $1,010,444 | $1,104,535 | +$94,091 | +9.31% | |
| Osaic Holdings, Inc. | 0.00% | 5,066 | $642,993 | $701,992 | +$58,999 | +9.18% | |
| Newedge Advisors, Llc | 0.00% | 4,924 | $624,128 | $682,315 | +$58,187 | +9.32% | |
| Rda Financial Network | 0.13% | 5,050 | $619,529 | $699,774 | +$80,245 | +12.95% | |
| Vanguard Capital Wealth Advisors | 0.39% | 4,612 | $565,777 | $639,081 | +$73,304 | +12.96% | |
| J.W. Cole Advisors, Inc. | 0.01% | 4,256 | $539,472 | $589,751 | +$50,279 | +9.32% | |
| Stegent Equity Advisors, Inc. | 0.40% | 4,144 | $508,357 | $574,231 | +$65,874 | +12.96% | |
| Ifg Advisory, Llc | 0.02% | 3,821 | $484,369 | $529,473 | +$45,104 | +9.31% | |
| D. E. Shaw & Co., Inc. | 0.00% | 3,178 | $402,859 | $440,373 | +$37,514 | +9.31% | |
| Victory Capital Management Inc | 0.00% | 2,707 | $343,172 | $375,107 | +$31,935 | +9.31% | |
| Ameriprise Financial Inc | 0.00% | 2,284 | $289,503 | $316,492 | +$26,989 | +9.32% | |
| Citigroup Inc | 0.00% | 2,271 | $287,883 | $314,691 | +$26,808 | +9.31% | |
| Xtx Topco Ltd | 0.00% | 1,968 | $249,474 | $272,704 | +$23,230 | +9.31% | |
| Hudock, Inc. | 0.03% | 1,977 | $242,603 | $273,951 | +$31,348 | +12.92% | |
| Great Valley Advisor Group, Inc. | 0.00% | 1,843 | $233,635 | $255,383 | +$21,748 | +9.31% | |
| Fmr Llc | 0.00% | 1,426 | $180,808 | $197,600 | +$16,792 | +9.29% | |
| Ubs Group Ag | 0.00% | 910 | $115,356 | $126,098 | +$10,742 | +9.31% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.00% | 783 | $99,248 | $108,500 | +$9,252 | +9.32% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 700 | $83,287 | $96,998 | +$13,711 | +16.46% | |
| Rossby Financial, Lcc | 0.01% | 607 | $76,946 | $84,112 | +$7,166 | +9.31% | |
| Efg International Ag | 0.00% | 374 | $47,410 | $51,825 | +$4,415 | +9.31% | |
| Bok Financial Private Wealth, Inc. | 0.00% | 150 | $19,015 | $20,785 | +$1,770 | +9.31% | |
| Marshall Investment Management, Llc | 0.00% | 86 | $10,869 | $11,917 | +$1,048 | +9.64% | |
| Action Point Financial Planning, Llc | 0.00% | 79 | $10,015 | $10,947 | +$932 | +9.31% | |
| Blair William & Co/Il | 0.00% | 70 | $8,874 | $9,700 | +$826 | +9.31% | |
| Wells Fargo & Company/Mn | 0.00% | 63 | $7,930 | $8,730 | +$800 | +10.09% | |
| Cva Family Office, Llc | 0.00% | 53 | $6,666 | $7,344 | +$678 | +10.17% | |
| Murphy & Mullick Capital Management Corp | 0.00% | 40 | $4,907 | $5,543 | +$636 | +12.96% | |
| Geneos Wealth Management Inc. | 0.00% | 10 | $1,268 | $1,386 | +$118 | +9.28% | |
| Jones Financial Companies Lllp | 0.00% | 7 | $889 | $970 | +$81 | +9.11% |
Frequently asked questions about KBWP
Who are the largest institutional holders of KBWP?
The largest institutional holders of KBWP reported in the latest SEC Form 13F filings include Lpl Financial Llc, Kingsview Wealth Management, Llc, Redstone Wealth Management, Llc, Mutual Advisors, Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported KBWP position.
What is KBWP institutional ownership?
This page tracks KBWP positions reported by institutional investment managers through SEC Form 13F. INVESCO KBW PROPERTY & CASUA (KBWP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KBWP?
InsiderSet currently tracks 53 institutional managers reporting KBWP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KBWP shareholders.
How much KBWP stock do institutions own?
Institutional investment managers disclosed approximately $114.25M in KBWP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KBWP institutional ownership last updated?
The latest KBWP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KBWP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KBWP position after the reporting date.
Are institutions buying or selling KBWP?
Institutional buying and selling can be analyzed by comparing KBWP positions across consecutive 13F reporting periods. InsiderSet's KBWP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KBWP ownership changes.
How has KBWP institutional ownership changed over time?
InsiderSet tracks KBWP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.