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Invesco KBW Property & Casua (KBWP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares194,349 from 170,250
Change+24,099 (+14%)
Value$23.8M (+$2.3M)
Filed 2026-11-06
Redstone Wealth Management, LLC
INCREASED
Shares117,374 from 115,351
Change+2,023 (+2%)
Value$14.4M (-$223.2K)
Filed 2026-10-20
RM Financial Services, LLC
DECREASED
Shares31,967 from 32,525
Change-558 (-2%)
Value$3.9M (-$201.3K)
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares23,440 from 23,684
Change-244 (-1%)
Value$2.9M (-$126.7K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares18,993 from 18,117
Change+876 (+5%)
Value$2.3M (+$33.5K)
Filed 2026-11-02
Bright Futures Wealth Management, Llc.
DECREASED
Shares13,557 from 15,605
Change-2,048 (-13%)
Value$1.7M (-$315.0K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,613 from 5,189
Change+1,424 (+27%)
Value$811.0K (+$153.0K)
Filed 2026-11-02
RDA Financial Network
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$619.5K (-$20.6K)
Filed 2026-10-15
Vanguard Capital Wealth Advisors
DECREASED
Shares4,612 from 5,200
Change-588 (-11%)
Value$565.8K (-$93.4K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares4,203 from 4,256
Change-53 (-1%)
Value$515.6K (-$23.9K)
Filed 2026-11-05
Stegent Equity Advisors, Inc.
DECREASED
Shares4,144 from 4,542
Change-398 (-9%)
Value$508.4K (-$67.4K)
Filed 2026-10-13
Hudock, Inc.
DECREASED
Shares1,977 from 2,121
Change-144 (-7%)
Value$242.6K (-$26.3K)
Filed 2026-10-14
Rossby Financial, LCC
UNCHANGED
Shares607 from 607
Change0 (0%)
Value$74.5K (-$2.5K)
Filed 2026-11-05
Fifth Third Bancorp
NEW
Shares269
Change+269
Value$33.0K
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares48
Change+48
Value$5.9K
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.9K (-$164)
Filed 2026-11-02
Decker Retirement Planning Inc.
NEW
Shares7
Change+7
Value$859
Filed 2026-10-19
Great Lakes Advisors, LLC
NEW
Shares5
Change+5
Value$611
Filed 2026-11-06
Virtue Capital Management, LLC
CLOSED
Shares0 from 2,537
Change-2,537 (-100%)
Value$0 (-$321.6K)
Filed 2026-10-29
Citigroup Inc
CLOSED
Shares0 from 2,271
Change-2,271 (-100%)
Value$0 (-$287.9K)
Filed 2026-11-04
Elevate Capital Advisors, LLC
CLOSED
Shares0 from 1,663
Change-1,663 (-100%)
Value$0 (-$210.8K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$73.2K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-02
Copeland Capital Management, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-13
Kingsview Wealth Management, LLC
N/A
Shares— from 156,199
Change-156,199 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 90,674
Change-90,674 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 43,043
Change-43,043 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,118
Change-36,118 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 24,504
Change-24,504 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 20,690
Change-20,690 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 16,012
Change-16,012 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,848
Change-13,848 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,013
Change-13,013 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,595
Change-12,595 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,195
Change-10,195 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,938
Change-8,938 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,971
Change-7,971 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,821
Change-3,821 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
UBS Group AG
N/A
Shares— from 910
Change-910 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
EFG International AG
N/A
Shares— from 374
Change-374 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 274
Change-274 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 225
Change-225 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 142
Change-142 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 80
Change-80 (-100%)
Value—
Blair William & Co
N/A
Shares— from 70
Change-70 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 63
Change-63 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7
Change-7 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED194,349170,250+24,099+14%$21.6M$23.8M+$2.3M2026-11-06
Redstone Wealth Management, LLC
INCREASED117,374115,351+2,023+2%$14.6M$14.4M-$223.2K2026-10-20
RM Financial Services, LLC
DECREASED31,96732,525-558-2%$4.1M$3.9M-$201.3K2026-11-03
Focus Financial Network, Inc.
DECREASED23,44023,684-244-1%$3.0M$2.9M-$126.7K2026-10-14
Kestra Advisory Services, LLC
INCREASED18,99318,117+876+5%$2.3M$2.3M+$33.5K2026-11-02
Bright Futures Wealth Management, Llc.
DECREASED13,55715,605-2,048-13%$2.0M$1.7M-$315.0K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED6,6135,189+1,424+27%$658.0K$811.0K+$153.0K2026-11-02
RDA Financial Network
UNCHANGED5,0505,05000%$640.2K$619.5K-$20.6K2026-10-15
Vanguard Capital Wealth Advisors
DECREASED4,6125,200-588-11%$659.2K$565.8K-$93.4K2026-10-16
J.W. Cole Advisors, Inc.
DECREASED4,2034,256-53-1%$539.5K$515.6K-$23.9K2026-11-05
Stegent Equity Advisors, Inc.
DECREASED4,1444,542-398-9%$575.7K$508.4K-$67.4K2026-10-13
Hudock, Inc.
DECREASED1,9772,121-144-7%$268.9K$242.6K-$26.3K2026-10-14
Rossby Financial, LCC
UNCHANGED60760700%$76.9K$74.5K-$2.5K2026-11-05
Fifth Third Bancorp
NEW269—+269——$33.0K—2026-11-05
Simplex Trading, LLC
NEW48—+48——$5.9K—2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED404000%$5.1K$4.9K-$1642026-11-02
Decker Retirement Planning Inc.
NEW7—+7——$859—2026-10-19
Great Lakes Advisors, LLC
NEW5—+5——$611—2026-11-06
Virtue Capital Management, LLC
CLOSED02,537-2,537-100%$321.6K$0-$321.6K2026-10-29
Citigroup Inc
CLOSED02,271-2,271-100%$287.9K$0-$287.9K2026-11-04
Elevate Capital Advisors, LLC
CLOSED01,663-1,663-100%$210.8K$0-$210.8K2026-11-02
AdvisorNet Financial, Inc
CLOSED0577-577-100%$73.2K$0-$73.2K2026-10-15
International Assets Investment Management, LLC
CLOSED020-20-100%$2.6K$0-$2.6K2026-11-02
Copeland Capital Management, LLC
CLOSED09-9-100%$1.1K$0-$1.1K2026-10-13
Kingsview Wealth Management, LLC
N/A—156,199-156,199-100%$19.8M———
Mutual Advisors, LLC
N/A—90,674-90,674-100%$11.5M———
Goldman Sachs Group Inc
N/A—43,043-43,043-100%$5.5M———
Cetera Investment Advisers
N/A—36,118-36,118-100%$4.6M———
Morgan Stanley
N/A—24,504-24,504-100%$3.1M———
Flow Traders U.S. LLC
N/A—20,690-20,690-100%$2.6M———
Bank of America Corp
N/A—16,012-16,012-100%$2.0M———
Two Sigma Investments, LP
N/A—14,000-14,000-100%$1.8M———
Envestnet Asset Management Inc
N/A—13,848-13,848-100%$1.8M———
MML Investors Services, LLC
N/A—13,013-13,013-100%$1.6M———
Royal Bank of Canada
N/A—12,595-12,595-100%$1.6M———
Raymond James Financial Inc
N/A—10,195-10,195-100%$1.3M———
Menora Mivtachim Holdings Ltd.
N/A—10,000-10,000-100%$1.3M———
Susquehanna International Group, LLP
N/A—8,938-8,938-100%$1.1M———
Citadel Advisors LLC
N/A—7,971-7,971-100%$1.0M———
Osaic Holdings, Inc.
N/A—5,066-5,066-100%$643.0K———
NewEdge Advisors, LLC
N/A—4,924-4,924-100%$624.1K———
IFG Advisory, LLC
N/A—3,821-3,821-100%$484.4K———
D. E. Shaw & Co., Inc.
N/A—3,178-3,178-100%$402.9K———
Victory Capital Management Inc
N/A—2,707-2,707-100%$343.2K———
Ameriprise Financial Inc
N/A—2,284-2,284-100%$289.5K———
XTX Topco Ltd
N/A—1,968-1,968-100%$249.5K———
Great Valley Advisor Group, Inc.
N/A—1,843-1,843-100%$233.6K———
FMR LLC
N/A—1,426-1,426-100%$180.8K———
UBS Group AG
N/A—910-910-100%$115.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—783-783-100%$99.2K———
UBS Asset Management Americas LLC
N/A—700-700-100%$88.7K———
EFG International AG
N/A—374-374-100%$47.4K———
Regatta Research & Money Management
N/A—274-274-100%$34.6K———
Northwestern Mutual Wealth Management Co
N/A—225-225-100%$28.5K———
BOK Financial Private Wealth, Inc.
N/A—150-150-100%$19.0K———
BFC Planning, Inc.
N/A—142-142-100%$17.9K———
Marshall Investment Management, LLC
N/A—86-86-100%$10.9K———
Fiduciary Financial Advisors
N/A—80-80-100%$10.1K———
Blair William & Co
N/A—70-70-100%$8.9K———
Wells Fargo & Company
N/A—63-63-100%$7.9K———
CVA Family Office, LLC
N/A—53-53-100%$6.7K———
Global Retirement Partners, LLC
N/A—48-48-100%$6.1K———
Geneos Wealth Management Inc.
N/A—10-10-100%$1.3K———
Jones Financial Companies Lllp
N/A—7-7-100%$889———
Huntington National Bank
N/A—1-1-100%$127———
Showing 65 of 65 institutions