INVESCO KBW PREMIUM YIELD EQ (KBWY) Top Institutional Shareholders
INVESCO KBW PREMIUM YIELD EQ (KBWY) 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 $45.41M in KBWY holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of KBWY tracked by InsiderSet, reporting ownership valued at approximately $10.99M 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 $12.79M, representing an estimated gain of +16.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed KBWY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Fifth Third Securities, Inc., and several other long-term asset managers with concentrated positions in INVESCO KBW PREMIUM YIELD EQ (KBWY).
This page ranks the largest institutional KBWY 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
55
Total Reported Value
$45.41M
Largest Holder
Morgan Stanley
Largest Position
$10.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 719,545 | $10,994,650 | $12,791,711 | +$1,797,061 | +16.34% | |
| Lpl Financial Llc | 0.00% | 668,767 | $10,218,760 | $11,889,005 | +$1,670,245 | +16.34% | |
| Fifth Third Securities, Inc. | 0.23% | 235,058 | $3,591,691 | $4,178,744 | +$587,053 | +16.34% | |
| Two Sigma Investments, Lp | 0.00% | 168,147 | $2,569,286 | $2,989,233 | +$419,947 | +16.34% | |
| Heartwood Wealth Advisors Llc | 0.20% | 147,019 | $2,246,450 | $2,613,630 | +$367,180 | +16.34% | |
| Summit Financial, Llc | 0.03% | 144,611 | $2,209,651 | $2,570,822 | +$361,171 | +16.35% | |
| Lmcg Investments, Llc | 0.11% | 120,508 | $1,841,362 | $2,142,331 | +$300,969 | +16.34% | |
| Envestnet Asset Management Inc | 0.00% | 83,088 | $1,269,581 | $1,477,097 | +$207,516 | +16.35% | |
| Wells Fargo & Company/Mn | 0.00% | 82,244 | $1,256,681 | $1,462,093 | +$205,412 | +16.35% | |
| Tower Research Capital Llc (Trc) | 0.03% | 77,979 | $1,191,519 | $1,386,272 | +$194,753 | +16.34% | |
| Ameriprise Financial Inc | 0.00% | 62,482 | $954,719 | $1,110,774 | +$156,055 | +16.35% | |
| Massmutual Private Wealth & Trust, Fsb | 0.02% | 59,400 | $907,632 | $1,055,984 | +$148,352 | +16.34% | |
| D. E. Shaw & Co., Inc. | 0.00% | 57,467 | $878,096 | $1,021,620 | +$143,524 | +16.34% | |
| Bank Of America Corp | 0.00% | 54,596 | $834,227 | $970,580 | +$136,353 | +16.34% | |
| Citadel Advisors Llc | 0.00% | 45,187 | $690,457 | $803,312 | +$112,855 | +16.34% | |
| Jones Financial Companies Lllp | 0.00% | 35,322 | $528,772 | $627,937 | +$99,165 | +18.75% | |
| Osaic Holdings, Inc. | 0.00% | 29,401 | $449,238 | $522,676 | +$73,438 | +16.35% | |
| Mml Investors Services, Llc | 0.00% | 25,366 | $387,585 | $450,944 | +$63,359 | +16.35% | |
| Raymond James Financial Inc | 0.00% | 23,731 | $362,614 | $421,878 | +$59,264 | +16.34% | |
| Jane Street Group, Llc | 0.00% | 19,806 | $302,636 | $352,101 | +$49,465 | +16.34% | |
| Pfg Advisors | 0.01% | 15,948 | $243,689 | $283,516 | +$39,827 | +16.34% | |
| Sunpointe, Llc | 0.07% | 14,469 | $221,090 | $257,223 | +$36,133 | +16.34% | |
| United Capital Financial Advisors, Llc | 0.00% | 13,350 | $204,255 | $237,330 | +$33,075 | +16.19% | |
| Cetera Investment Advisers | 0.00% | 12,604 | $192,584 | $224,068 | +$31,484 | +16.35% | |
| Ubs Group Ag | 0.00% | 7,325 | $111,926 | $130,220 | +$18,294 | +16.34% | |
| Farther Finance Advisors, Llc | 0.00% | 5,971 | $90,995 | $106,149 | +$15,154 | +16.65% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 5,926 | $90,549 | $105,349 | +$14,800 | +16.35% | |
| Royal Bank Of Canada | 0.00% | 5,195 | $79,000 | $92,354 | +$13,354 | +16.90% | |
| Fifth Third Bancorp | 0.00% | 5,119 | $78,218 | $91,003 | +$12,785 | +16.35% | |
| Fmr Llc | 0.00% | 5,034 | $76,916 | $89,492 | +$12,576 | +16.35% | |
| Ae Wealth Management Llc | 0.00% | 3,767 | $57,560 | $66,968 | +$9,408 | +16.34% | |
| Harbour Investments, Inc. | 0.00% | 3,207 | $49,003 | $57,012 | +$8,009 | +16.34% | |
| Allworth Financial Lp | 0.00% | 2,500 | $38,200 | $44,444 | +$6,244 | +16.34% | |
| Advisory Services Network, Llc | 0.00% | 2,100 | $32,095 | $37,333 | +$5,238 | +16.32% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,955 | $29,872 | $34,755 | +$4,883 | +16.35% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,750 | $26,740 | $31,111 | +$4,371 | +16.34% | |
| Spire Wealth Management | 0.00% | 1,701 | $25,987 | $30,240 | +$4,253 | +16.36% | |
| Westside Investment Management, Inc. | 0.00% | 1,500 | $22,920 | $26,666 | +$3,746 | +16.34% | |
| Shp Wealth Management | 0.00% | 1,000 | $15,280 | $17,778 | +$2,498 | +16.34% | |
| Stance Capital Llc | 0.00% | 656 | $10,024 | $11,662 | +$1,638 | +16.34% | |
| Ameritas Investment Partners, Inc. | 0.00% | 650 | $9,932 | $11,555 | +$1,623 | +16.34% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 509 | $7,778 | $9,049 | +$1,271 | +16.34% | |
| Larson Financial Group Llc | 0.00% | 173 | $2,647 | $3,076 | +$429 | +16.19% | |
| Geneos Wealth Management Inc. | 0.00% | 94 | $1,436 | $1,671 | +$235 | +16.37% | |
| Western Wealth Management, Llc | 0.00% | 62 | $947 | $1,102 | +$155 | +16.39% | |
| Parallel Advisors, Llc | 0.00% | 61 | $932 | $1,084 | +$152 | +16.35% | |
| Qube Research & Technologies Ltd | 0.00% | 49 | $749 | $871 | +$122 | +16.30% | |
| Founders Financial Alliance, Llc | 0.00% | 25 | $382 | $444 | +$62 | +16.34% | |
| Aptus Capital Advisors, Llc | 0.00% | 16 | $244 | $284 | +$40 | +16.57% | |
| Philadelphia Investment Partners, Llc | 0.00% | 14 | $214 | $249 | +$35 | +16.30% |
Frequently asked questions about KBWY
Who owns the most KBWY stock?
The largest holders of KBWY 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 PREMIUM YIELD EQ (KBWY).
Is KBWY widely held by superinvestors?
Many widely followed stocks like KBWY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KBWY 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.