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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
5,605
shares
|
$431,585
0.04% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,558
shares
|
$427,966
0.0% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
5,409
shares
|
$416,493
0.06% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,291
shares
|
$407,407
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
5,219
shares
|
$401,863
0.0% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$385,000
0.0% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
4,979
shares
|
$383,383
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,954
shares
|
$381,458
0.0% of portfolio
|
Q2 2025
Added 55.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,890
shares
|
$376,530
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
4,841
shares
|
$372,757
0.08% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,768
shares
|
$367,136
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,686
shares
|
$360,822
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,485
shares
|
$345,345
0.01% of portfolio
|
Q3 2025
Added 21.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,399
shares
|
$338,723
0.02% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,321
shares
|
$332,717
0.0% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,163
shares
|
$320,551
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,062
shares
|
$312,774
0.0% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
4,042
shares
|
$311,234
0.22% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$308,000
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,998
shares
|
$307,846
0.01% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
3,930
shares
|
$302,610
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
3,889
shares
|
$299,453
0.0% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
3,720
shares
|
$286,440
0.01% of portfolio
|
Q3 2025
Reduced 27.34%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
3,649
shares
|
$280,973
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
3,630
shares
|
$279,510
0.08% of portfolio
|
Q3 2025
Reduced 12.04%
|
|