KBWY — Invesco Kbw Premium Yield Equity Reit ETF Institutional Holders · Q3 2026
Who owns Invesco Kbw Premium Yield Equity Reit ETF (KBWY)? 4 institutions reported holding $5.26M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($2.6M), Sound Income Strategies, LLC ($1.5M), MassMutual Private Wealth & Trust, FSB ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $2.6M | 155,081 | Added |
| 2 | Sound Income Strategies, LLC | $1.5M | 93,222 | New |
| 3 | MassMutual Private Wealth & Trust, FSB | $1.1M | 63,115 | Added |
| 4 | Farther Finance Advisors, LLC | $101,797 | 6,118 | Added |
Source: SEC Form 13F filings · as of 2026-09-30