Institutional Ownership Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB). We have compiled data on the 298 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
17
shares
|
$1,309
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
14
shares
|
$1,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
14
shares
|
$1,078
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12
shares
|
$924
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10
shares
|
$770
0.0% of portfolio
|
Q2 2018
Added 6420.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10
shares
|
$770
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
10
shares
|
$770
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
8
shares
|
$616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
4
shares
|
$308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
3
shares
|
$231
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
3
shares
|
$231
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$77
0.0% of portfolio
|
Q1 2022
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|