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 263 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
10,817
shares
|
$798,943
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,085
shares
|
$744,878
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,043
shares
|
$741,775
0.02% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$738,600
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$738,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,982
shares
|
$737,270
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
9,806
shares
|
$724,271
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,433
shares
|
$696,721
0.27% of portfolio
|
Q2 2025
Reduced 80.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,385
shares
|
$693,176
0.02% of portfolio
|
Q3 2025
Reduced 17.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,362
shares
|
$691,477
0.0% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
9,210
shares
|
$680,250
0.08% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
9,000
shares
|
$664,740
0.02% of portfolio
|
Q2 2025
Reduced 88.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,988
shares
|
$663,853
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
8,949
shares
|
$660,973
0.13% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,932
shares
|
$659,717
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,780
shares
|
$648,490
0.01% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,444
shares
|
$623,673
0.05% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,295
shares
|
$612,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
8,224
shares
|
$607,424
0.02% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
8,121
shares
|
$599,817
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
7,990
shares
|
$590,141
0.61% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,875
shares
|
$581,647
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
7,850
shares
|
$579,801
0.01% of portfolio
|
Q2 2025
Reduced 71.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
7,506
shares
|
$554,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
7,270
shares
|
$536,962
0.07% of portfolio
|
Q2 2025
Added 12.73%
|