Who Owns INVESCO CASUALTY (KBWP)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $117.7M of INVESCO CASUALTY (KBWP) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($21.6M), Kingsview Wealth Management, LLC ($19.8M), REDSTONE WEALTH MANAGEMENT, LLC ($14.6M), Mutual Advisors, LLC ($11.5M), GOLDMAN SACHS GROUP INC ($5.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$21.6M	170,250	Trimmed
2	Kingsview Wealth Management, LLC	$19.8M	156,199	Added
3	REDSTONE WEALTH MANAGEMENT, LLC	$14.6M	115,351	Added
4	Mutual Advisors, LLC	$11.5M	90,674	Trimmed
5	GOLDMAN SACHS GROUP INC	$5.5M	43,043	Trimmed
6	Cetera Investment Advisers	$4.6M	36,118	Trimmed
7	RM Financial Services, LLC	$4.1M	32,525	Added
8	MORGAN STANLEY	$3.1M	24,504	Added
9	Focus Financial Network, Inc.	$3.0M	23,684	Trimmed
10	FLOW TRADERS U.S. LLC	$2.6M	20,690	New
11	Kestra Advisory Services, LLC	$2.3M	18,117	Added
12	CITADEL ADVISORS LLC	$2.3M	18,071	Added
13	BANK OF AMERICA CORP /DE/	$2.0M	16,012	Added
14	Bright Futures Wealth Management, LLC.	$2.0M	15,605	Trimmed
15	TWO SIGMA INVESTMENTS, LP	$1.8M	14,000	Trimmed
16	ENVESTNET ASSET MANAGEMENT INC	$1.8M	13,848	Trimmed
17	MML INVESTORS SERVICES, LLC	$1.6M	13,013	Added
18	Royal Bank of Canada	$1.6M	12,595	Trimmed
19	RAYMOND JAMES FINANCIAL INC	$1.3M	10,195	Trimmed
20	MENORA MIVTACHIM HOLDINGS LTD.	$1.3M	10,000	Added
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.1M	8,938	Trimmed
22	Vanguard Capital Wealth Advisors	$659,178	5,200	New
23	Cambridge Investment Research Advisors, Inc.	$658,000	5,189	Trimmed
24	OSAIC HOLDINGS, INC.	$642,993	5,066	Added
25	RDA Financial Network	$640,163	5,050	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30