Who owns Invesco KBW High Dividend Yield Financial ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of KBWD from SEC Form 13F filings across 60 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 60 institutions disclosed 7.6M shares of Invesco KBW High Dividend Yield Financial ETF worth $92.2M — about 21.4% of shares outstanding; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
60
13F holders
$92.2M
value, 2026 filers
21.4%
of shares outstanding (7.6M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of KBWD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1.5M | $18.6M | 0.0% | 4.2% | +11.3% |
| 2 | LPL Financial LLC | 908,907 | $11.3M | 0.0% | 2.6% | +13.8% |
| 3 | MORGAN STANLEY | 857,981 | $10.7M | 0.0% | 2.4% | -10.8% |
| 4 | Mission Hills Financial Advisory, LLC | 823,136 | $10.2M | 4.5% | 2.3% | -3.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 807,309 | $10.0M | 0.0% | 2.3% | +11.1% |
| 6 | Gradient Investments LLC | 642,248 | $8.0M | 0.1% | 1.8% | +2.8% |
| 7 | BNP PARIBAS FINANCIAL MARKETS | 338,644 | $4.2M | 0.0% | 1% | +1593.2% |
| 8 | RAYMOND JAMES FINANCIAL INC | 214,547 | $2.7M | 0.0% | 0.6% | +14.4% |
| 9 | Thrive Capital Management, LLC | 128,509 | $1.6M | 0.3% | 0.4% | +5.5% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 121,856 | $1.5M | 0.0% | 0.3% | +8.0% |
| 11 | Cambridge Investment Research Advisors, Inc. | 115,443 | $1,434 | 0.0% | 0.3% | -8.6% |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | 80,474 | $999,487 | 0.0% | 0.2% | -23.9% |
| 13 | Cetera Investment Advisers | 71,412 | $886,937 | 0.0% | 0.2% | +24.0% |
| 14 | Harvest Investment Services, LLC | 69,181 | $859,224 | 0.1% | 0.2% | +1.0% |
| 15 | Equitable Holdings, Inc. | 68,850 | $855,120 | 0.0% | 0.2% | -26.4% |
| 16 | MML INVESTORS SERVICES, LLC | 62,448 | $775,606 | 0.0% | 0.2% | +12.9% |
| 17 | Endowment Wealth Management, Inc. | 52,469 | $651,659 | 0.3% | 0.1% | -9.5% |
| 18 | OSAIC HOLDINGS, INC. | 51,402 | $638,443 | 0.0% | 0.1% | -3.1% |
| 19 | WINNACLE WEALTH LLC | 51,309 | $637,260 | 0.4% | 0.1% | +57.9% |
| 20 | Kovack Advisors, Inc. | 48,112 | $600,178 | 0.0% | 0.1% | -2.9% |
| 21 | Jefferies Financial Group Inc.NEW | 45,344 | $563,172 | 0.0% | 0.1% | new |
| 22 | IFP Advisors, Inc | 41,700 | $517,914 | 0.0% | 0.1% | +1.3% |
| 23 | D. E. Shaw & Co., Inc.NEW | 38,521 | $478,431 | 0.0% | 0.1% | new |
| 24 | CreativeOne Wealth, LLC | 35,642 | $442,676 | 0.0% | 0.1% | +16.1% |
| 25 | Regal Investment Advisors LLC | 31,912 | $396,348 | 0.0% | 0.1% | +13.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.