KBWY

Invesco KBW Premium Yield Equity REIT ETF
$15.71-0.13 (-0.83%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

7.231716706293311e+203B

Total Value

$1.1000100005000328e+93T

% of Float

—

Price History

$14.41$16.19$17.98$19.76$21.54Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY723,171$11.0M0.00%Share
2LPL Financial LLC670,629$10.0M0.00%Share
3Summit Financial, LLC331,197$5.0M0.07%Share
4FIFTH THIRD SECURITIES, INC.212,226$3.3M0.21%Share
5TWO SIGMA INVESTMENTS, LP168,147$2.0M0.00%Share
6Heartwood Wealth Advisors LLC127,712$2.0M0.18%Share
7LMCG INVESTMENTS, LLC74,711$1.2M0.07%Share
8ENVESTNET ASSET MANAGEMENT INC79,304$1.0M0.00%Share
9AMERIPRISE FINANCIAL INC65,227$1.0M0.00%Share
10Cetera Investment Advisers101,564$1.0M0.00%Share
11MassMutual Private Wealth & Trust, FSB33,308$514K0.01%Share
12PFG Advisors15,367$237K0.01%Share
13Sunpointe, LLC14,442$222K0.07%Share
14SOL Capital Management CO3,275$203K0.02%Share
15Pine Valley Investments Ltd Liability Co10,693$170K0.01%Share
16Pine Valley Investments Ltd Liability Co10,702$165K0.01%Share
17UBS Group AG7,007$108K0.00%Share
18COMERICA BANK5,798$89K0.00%Share
19AE Wealth Management LLC4,325$66K0.00%Share
20HARBOUR INVESTMENTS, INC.3,207$49K0.00%Share
21Allworth Financial LP2,500$38K0.00%Share
22Spire Wealth Management1,701$26K0.00%Share
23Westside Investment Management, Inc.1,500$23K0.00%Share
24UBS Group AG1,110$17K0.00%Share
25EverSource Wealth Advisors, LLC360$5K0.00%Share
26Blue Trust, Inc.130$2K0.00%Share
27NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO75$2K0.00%Share
28Geneos Wealth Management Inc.94$1K0.00%Share
29Founders Financial Alliance, LLC25$00.00%Share
30JANE STREET GROUP, LLC52,843$00.00%Share
31WELLS FARGO & COMPANY/MN54,350$00.00%Share
32WELLS FARGO & COMPANY/MN14,785$00.00%Share
33RAYMOND JAMES FINANCIAL INC9,659$00.00%Share
34RAYMOND JAMES FINANCIAL INC14,333$00.00%Share
35CENTAURUS FINANCIAL, INC.9,750$00.00%Share
36Wagner Wealth Management, LLC2$00.00%Share
37JANE STREET GROUP, LLC30,000$00.00%Put
38Steward Partners Investment Advisory, LLC509$00.00%Share
39UNITED CAPITAL FINANCIAL ADVISORS, LLC18,500$00.00%Share
40Tower Research Capital LLC (TRC)26,586$00.00%Share
41BANK OF AMERICA CORP /DE/7,289$00.00%Share
42BANK OF AMERICA CORP /DE/9,675$00.00%Share
43BANK OF AMERICA CORP /DE/52,648$00.00%Share
44Aptus Capital Advisors, LLC16$00.00%Share
45Parallel Advisors, LLC61$00.00%Share
46Cambridge Investment Research Advisors, Inc.16,074$00.00%Share
47MORGAN STANLEY1$00.00%Share
48MARSHALL WACE, LLP24,036$00.00%Share
49ROYAL BANK OF CANADA1,833$00.00%Share
50ROYAL BANK OF CANADA1,730$00.00%Share