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 282 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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,949
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,526
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
13,319
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 92.28%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
13,183
shares
|
$1.02 Million
0.89% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
13,158
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
12,943
shares
|
$996,611
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
12,873
shares
|
$991,221
0.27% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
12,378
shares
|
$953,106
0.03% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
11,568
shares
|
$890,736
0.23% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
11,455
shares
|
$882,035
0.04% of portfolio
|
Q3 2025
Added 14.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
11,092
shares
|
$854,084
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$770,000
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$770,000
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$770,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
9,810
shares
|
$755,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,538
shares
|
$734,426
0.02% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,385
shares
|
$722,645
0.02% of portfolio
|
Q3 2025
Reduced 17.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,988
shares
|
$692,076
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
8,949
shares
|
$689,073
0.13% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
8,877
shares
|
$683,529
0.08% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
8,858
shares
|
$682,066
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
8,825
shares
|
$679,525
0.0% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
8,762
shares
|
$674,674
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
8,525
shares
|
$656,425
0.0% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,444
shares
|
$650,188
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|