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 281 institutions that hold shares in the stock, with a total of 58.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
35,981
shares
|
$2.77 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
35,519
shares
|
$2.73 Million
2.0% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
34,848
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,328
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2025
Reduced 64.67%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
30,915
shares
|
$2.38 Million
0.18% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
30,514
shares
|
$2.35 Million
0.84% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
30,138
shares
|
$2.32 Million
0.79% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
28,440
shares
|
$2.19 Million
0.27% of portfolio
|
Q3 2025
Reduced 46.23%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
27,504
shares
|
$2.12 Million
0.99% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
25,903
shares
|
$1.99 Million
0.45% of portfolio
|
Q3 2025
Added 38.4%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
25,799
shares
|
$1.99 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,574
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
23,144
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
22,612
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 82.53%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
22,456
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
21,495
shares
|
$1.66 Million
0.15% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
20,801
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.28%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
18,689
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
18,400
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Added 104.44%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
16,680
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 850.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
16,541
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
15,676
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
15,035
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
14,970
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
14,291
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|