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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,121
shares
|
$86,317
0.0% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,100
shares
|
$84,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$77,000
0.0% of portfolio
|
Q3 2025
Reduced 84.85%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
890
shares
|
$68,530
0.0% of portfolio
|
Q3 2025
Reduced 23.01%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
861
shares
|
$66,297
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
819
shares
|
$63,063
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
810
shares
|
$62,370
0.0% of portfolio
|
Q4 2023
Reduced 26.36%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
725
shares
|
$55,825
0.24% of portfolio
|
Q3 2025
Reduced 22.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
641
shares
|
$49,357
0.0% of portfolio
|
Q3 2025
Added 156.4%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
613
shares
|
$47,201
0.0% of portfolio
|
Q2 2025
Reduced 78.05%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
514
shares
|
$39,578
0.0% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
413
shares
|
$31,801
0.0% of portfolio
|
Q2 2025
Reduced 39.71%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
400
shares
|
$30,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
400
shares
|
$30,800
0.01% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
400
shares
|
$30,800
0.0% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
397
shares
|
$30,569
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
377
shares
|
$29,029
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
374
shares
|
$28,798
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
371
shares
|
$28,567
0.0% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
369
shares
|
$28,413
0.0% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
335
shares
|
$25,795
0.0% of portfolio
|
Q3 2025
Reduced 93.66%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
326
shares
|
$25,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
302
shares
|
$23,254
0.0% of portfolio
|
Q2 2024
Reduced 46.64%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
284
shares
|
$21,868
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
258
shares
|
$19,866
0.0% of portfolio
|
Q3 2025
Reduced 40.42%
|
|