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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
3,602
shares
|
$277,354
0.0% of portfolio
|
Q3 2025
Reduced 72.49%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
3,546
shares
|
$273,042
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,446
shares
|
$265,342
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
3,425
shares
|
$263,725
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
3,422
shares
|
$263,494
0.0% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,182
shares
|
$245,014
0.0% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3,102
shares
|
$238,854
0.02% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,095
shares
|
$238,315
0.0% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,064
shares
|
$235,928
0.01% of portfolio
|
Q3 2025
Reduced 68.75%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
3,005
shares
|
$231,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,973
shares
|
$228,921
0.0% of portfolio
|
Q3 2025
Added 34.34%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
2,959
shares
|
$227,843
0.16% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
2,817
shares
|
$216,909
0.02% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
2,800
shares
|
$215,600
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,662
shares
|
$204,974
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,637
shares
|
$203,049
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
2,250
shares
|
$173,250
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,183
shares
|
$168,091
0.0% of portfolio
|
Q3 2025
Reduced 78.35%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,135
shares
|
$164,395
0.0% of portfolio
|
Q3 2025
Reduced 23.28%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
2,129
shares
|
$163,933
0.0% of portfolio
|
Q3 2025
Reduced 56.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,718
shares
|
$132,286
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,678
shares
|
$129,206
0.0% of portfolio
|
Q3 2025
Added 76.26%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,655
shares
|
$127,435
0.03% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,481
shares
|
$114,037
0.01% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,167
shares
|
$89,859
0.05% of portfolio
|
Q3 2023
Reduced 7.53%
|
|