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 252 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
250
shares
|
$18,120
0.0% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
226
shares
|
$16,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
204
shares
|
$14,785
0.0% of portfolio
|
Q1 2024
Reduced 41.71%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
200
shares
|
$14,496
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
194
shares
|
$14,061
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
180
shares
|
$13,046
0.01% of portfolio
|
Q1 2024
Reduced 64.29%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
161
shares
|
$11,669
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
154
shares
|
$11,161
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
146
shares
|
$10,582
0.0% of portfolio
|
Q1 2025
Added 204.17%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
141
shares
|
$10,219
0.0% of portfolio
|
Q2 2025
Added 642.11%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
140
shares
|
$10,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
135
shares
|
$9,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
132
shares
|
$9,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
116
shares
|
$8,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
114
shares
|
$8,262
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
105
shares
|
$7,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
100
shares
|
$7,248
0.0% of portfolio
|
Q3 2021
Reduced 86.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$7,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
95
shares
|
$6,885
0.0% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
94
shares
|
$6,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
89
shares
|
$6,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$6,450
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
85
shares
|
$6,160
0.01% of portfolio
|
Q1 2025
Added 750.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
74
shares
|
$5,363
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
74
shares
|
$5,363
0.0% of portfolio
|
Q4 2023
Reduced 45.99%
|