INVESCO KBW PROPERTY & CASUA (KBWP) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $115.70M 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 $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 $21.95M, representing an estimated gain of +1.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
57
Total Reported Value
$115.70M
Largest Holder
Lpl Financial Llc
Largest Position
$21.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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 | $21,954,895 | +$373,210 | +1.73% | |
| Kingsview Wealth Management, Llc | 0.24% | 156,199 | $19,800,606 | $20,142,923 | +$342,317 | +1.73% | |
| Redstone Wealth Management, Llc | 9.54% | 115,351 | $14,622,588 | $14,875,296 | +$252,708 | +1.73% | |
| Mutual Advisors, Llc | 0.22% | 90,674 | $11,494,283 | $11,693,029 | +$198,746 | +1.73% | |
| Goldman Sachs Group Inc | 0.00% | 43,043 | $5,456,346 | $5,550,688 | +$94,342 | +1.73% | |
| Cetera Investment Advisers | 0.00% | 36,118 | $4,578,453 | $4,657,662 | +$79,209 | +1.73% | |
| Rm Financial Services, Llc | 3.06% | 32,525 | $4,123,019 | $4,194,320 | +$71,301 | +1.73% | |
| Morgan Stanley | 0.00% | 24,504 | $3,106,491 | $3,159,957 | +$53,466 | +1.72% | |
| Focus Financial Network, Inc. | 0.09% | 23,684 | $3,002,353 | $3,054,213 | +$51,860 | +1.73% | |
| Flow Traders U.S. Llc | 0.11% | 20,690 | $2,623,000 | $2,668,116 | +$45,116 | +1.72% | |
| Kestra Advisory Services, Llc | 0.01% | 18,117 | $2,296,538 | $2,336,310 | +$39,772 | +1.73% | |
| Bank Of America Corp | 0.00% | 16,012 | $2,029,770 | $2,064,856 | +$35,086 | +1.73% | |
| Bright Futures Wealth Management, Llc. | 1.28% | 15,605 | $1,978,169 | $2,012,371 | +$34,202 | +1.73% | |
| Two Sigma Investments, Lp | 0.00% | 14,000 | $1,774,710 | $1,805,395 | +$30,685 | +1.73% | |
| Envestnet Asset Management Inc | 0.00% | 13,848 | $1,755,495 | $1,785,794 | +$30,299 | +1.73% | |
| Mml Investors Services, Llc | 0.00% | 13,013 | $1,649,540 | $1,678,115 | +$28,575 | +1.73% | |
| Royal Bank Of Canada | 0.00% | 12,595 | $1,597,000 | $1,624,211 | +$27,211 | +1.70% | |
| Raymond James Financial Inc | 0.00% | 10,195 | $1,292,369 | $1,314,715 | +$22,346 | +1.73% | |
| Menora Mivtachim Holdings Ltd. | 0.00% | 10,000 | $1,267,650 | $1,289,568 | +$21,918 | +1.73% | |
| Susquehanna International Group, Llp | 0.00% | 8,938 | $1,133,026 | $1,152,616 | +$19,590 | +1.73% | |
| Citadel Advisors Llc | 0.00% | 7,971 | $1,010,444 | $1,027,915 | +$17,471 | +1.73% | |
| Vanguard Capital Wealth Advisors | 0.45% | 5,200 | $659,178 | $670,575 | +$11,397 | +1.73% | |
| Osaic Holdings, Inc. | 0.00% | 5,066 | $642,993 | $653,295 | +$10,302 | +1.60% | |
| Rda Financial Network | 0.14% | 5,050 | $640,163 | $651,232 | +$11,069 | +1.73% | |
| Newedge Advisors, Llc | 0.00% | 4,924 | $624,128 | $634,983 | +$10,855 | +1.74% | |
| Stegent Equity Advisors, Inc. | 0.41% | 4,542 | $575,741 | $585,722 | +$9,981 | +1.73% | |
| J.W. Cole Advisors, Inc. | 0.01% | 4,256 | $539,472 | $548,840 | +$9,368 | +1.74% | |
| Ifg Advisory, Llc | 0.02% | 3,821 | $484,369 | $492,744 | +$8,375 | +1.73% | |
| D. E. Shaw & Co., Inc. | 0.00% | 3,178 | $402,859 | $409,825 | +$6,966 | +1.73% | |
| Victory Capital Management Inc | 0.00% | 2,707 | $343,172 | $349,086 | +$5,914 | +1.72% | |
| Virtue Capital Management, Llc | 0.04% | 2,537 | $321,603 | $327,163 | +$5,560 | +1.73% | |
| Ameriprise Financial Inc | 0.00% | 2,284 | $289,503 | $294,537 | +$5,034 | +1.74% | |
| Citigroup Inc | 0.00% | 2,271 | $287,883 | $292,861 | +$4,978 | +1.73% | |
| Hudock, Inc. | 0.03% | 2,121 | $268,929 | $273,517 | +$4,588 | +1.71% | |
| Xtx Topco Ltd | 0.00% | 1,968 | $249,474 | $253,787 | +$4,313 | +1.73% | |
| Great Valley Advisor Group, Inc. | 0.00% | 1,843 | $233,635 | $237,667 | +$4,032 | +1.73% | |
| Elevate Capital Advisors, Llc | 0.12% | 1,663 | $210,767 | $214,455 | +$3,688 | +1.75% | |
| Fmr Llc | 0.00% | 1,426 | $180,808 | $183,892 | +$3,084 | +1.71% | |
| Ubs Group Ag | 0.00% | 910 | $115,356 | $117,351 | +$1,995 | +1.73% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.00% | 783 | $99,248 | $100,973 | +$1,725 | +1.74% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 700 | $83,287 | $90,270 | +$6,983 | +8.38% | |
| Rossby Financial, Lcc | 0.01% | 607 | $76,946 | $78,277 | +$1,331 | +1.73% | |
| Advisornet Financial, Inc | 0.00% | 577 | $73,173 | $74,408 | +$1,235 | +1.69% | |
| Efg International Ag | 0.00% | 374 | $47,410 | $48,230 | +$820 | +1.73% | |
| Bok Financial Private Wealth, Inc. | 0.00% | 150 | $19,015 | $19,344 | +$329 | +1.73% | |
| Marshall Investment Management, Llc | 0.00% | 86 | $10,869 | $11,090 | +$221 | +2.04% | |
| Action Point Financial Planning, Llc | 0.00% | 79 | $10,015 | $10,188 | +$173 | +1.72% | |
| Blair William & Co/Il | 0.00% | 70 | $8,874 | $9,027 | +$153 | +1.72% | |
| Wells Fargo & Company/Mn | 0.00% | 63 | $7,930 | $8,124 | +$194 | +2.45% | |
| Cva Family Office, Llc | 0.00% | 53 | $6,666 | $6,835 | +$169 | +2.53% |
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.