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 253 institutions that hold shares in the stock, with a total of 49.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,085
shares
|
$732,372
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,043
shares
|
$729,322
0.02% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$726,200
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
|
$726,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,982
shares
|
$724,892
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
9,806
shares
|
$712,111
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
9,756
shares
|
$708,480
0.18% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,433
shares
|
$685,024
0.27% of portfolio
|
Q2 2025
Reduced 80.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,362
shares
|
$679,868
0.0% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
9,210
shares
|
$668,830
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
|
$653,580
0.02% of portfolio
|
Q2 2025
Reduced 88.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,988
shares
|
$652,708
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,932
shares
|
$648,641
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,780
shares
|
$637,603
0.01% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
8,709
shares
|
$632,447
0.02% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,444
shares
|
$613,203
0.05% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,295
shares
|
$602,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,879
shares
|
$572,172
0.01% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
7,850
shares
|
$570,067
0.01% of portfolio
|
Q2 2025
Reduced 71.49%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
7,777
shares
|
$564,765
0.6% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
7,506
shares
|
$545,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
7,270
shares
|
$527,947
0.07% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
7,112
shares
|
$516,473
0.05% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
6,927
shares
|
$503,038
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,600
shares
|
$479,292
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|