Invesco KBW High Dividend YI (KBWD)

CUSIP: 46138E610 | NYSE | 243 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Gradient Investments LLC647,708

0.1% of portfolio$7.2M

Thrive Capital Management, LLC136,967

0.3% of portfolio$1.5M

Cambridge Investment Research Advisors, Inc.122,274

0.0% of portfolio$1.4K

Endowment Wealth Management, Inc.75,898

0.3% of portfolio$838.7K

Kingswood Wealth Advisors, LLC46,022

0.0% of portfolio$508.5K

IFP Advisors, Inc41,786

0.0% of portfolio$461.7K

Independent Financial Group, LLC30,158

0.0% of portfolio$333.2K

Winnacle Wealth LLC26,337

0.2% of portfolio$291.0K

Simplicity Wealth,LLC20,603

0.0% of portfolio$227.7K

Farther Finance Advisors, LLC12,793

0.0% of portfolio$141.4K

Koshinski Asset Management, Inc.11,615

0.0% of portfolio$128.3K

Fifth Third Bancorp11,135

0.0% of portfolio$123.0K

Choreo, LLC10,134

0.0% of portfolio$112.0K

Cullen T Bankers, Inc.9,922

0.0% of portfolio$109.6K

Ashton Thomas Private Wealth, LLC9,339

0.0% of portfolio$103.2K

Rossby Financial, LCC1,631

0.0% of portfolio$18.0K

IMG Wealth Management, Inc.1,249

0.0% of portfolio$13.8K

Triumph Capital Management924

0.0% of portfolio$10.2K

Simplex Trading, LLC904

0.0% of portfolio$10.0K

EverSource Wealth Advisors, LLC590

0.0% of portfolio$6.5K

Highline Wealth Partners LLC221

0.0% of portfolio$2.4K

Evolution Wealth Management Inc.46

0.0% of portfolio$507

Dhjj Financial Advisors, Ltd.23

0.0% of portfolio$255

				Style	Turnover	Location	Filed
Gradient Investments LLC	647,708	$7.2M	0.1%	Core	Medium	Arden Hills, MN	2026-10-08
Thrive Capital Management, LLC	136,967	$1.5M	0.3%	Core	Medium	Fort Washington, PA	2026-10-28
Cambridge Investment Research Advisors, Inc.	122,274	$1.4K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Endowment Wealth Management, Inc.	75,898	$838.7K	0.3%	ETF	Medium	Appleton, WI	2026-11-03
Kingswood Wealth Advisors, LLC	46,022	$508.5K	0.0%	Growth	Low	San Diego, CA	2026-10-23
IFP Advisors, Inc	41,786	$461.7K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Independent Financial Group, LLC	30,158	$333.2K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Winnacle Wealth LLC	26,337	$291.0K	0.2%	Core	Medium	Waco, TX	2026-10-15
Simplicity Wealth,LLC	20,603	$227.7K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Farther Finance Advisors, LLC	12,793	$141.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Koshinski Asset Management, Inc.	11,615	$128.3K	0.0%	ETF	Low	Decatur, IL	2026-10-29
Fifth Third Bancorp	11,135	$123.0K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Choreo, LLC	10,134	$112.0K	0.0%	Index	Low	Rockford, IL	2026-10-28
Cullen T Bankers, Inc.	9,922	$109.6K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Ashton Thomas Private Wealth, LLC	9,339	$103.2K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Rossby Financial, LCC	1,631	$18.0K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
IMG Wealth Management, Inc.	1,249	$13.8K	0.0%	ETF	Medium	Jacksonville, FL	2026-10-27
Triumph Capital Management	924	$10.2K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Simplex Trading, LLC	904	$10.0K	0.0%	Core	Very High	Chicago, IL	2026-11-04
EverSource Wealth Advisors, LLC	590	$6.5K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Highline Wealth Partners LLC	221	$2.4K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Evolution Wealth Management Inc.	46	$507	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Dhjj Financial Advisors, Ltd.	23	$255	0.0%	ETF	Very Low	Naperville, IL	2026-10-23