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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
6,927
shares
|
$511,628
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,903
shares
|
$509,855
0.0% of portfolio
|
Q3 2025
Added 31.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,600
shares
|
$487,476
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,546
shares
|
$483,487
0.0% of portfolio
|
Q2 2025
Added 63.94%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
6,538
shares
|
$482,896
0.06% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
6,386
shares
|
$471,669
0.04% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,236
shares
|
$460,590
0.0% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
6,057
shares
|
$447,370
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
5,742
shares
|
$424,104
0.27% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
5,635
shares
|
$416,201
0.0% of portfolio
|
Q1 2024
Reduced 51.03%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,612
shares
|
$414,502
0.01% of portfolio
|
Q2 2025
Reduced 73.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
5,559
shares
|
$410,587
0.0% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,372
shares
|
$396,775
0.0% of portfolio
|
Q2 2025
Added 5272.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
5,280
shares
|
$389,980
0.01% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,055
shares
|
$373,362
0.0% of portfolio
|
Q2 2025
Reduced 88.06%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$369,300
0.0% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
4,979
shares
|
$367,748
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,954
shares
|
$365,902
0.0% of portfolio
|
Q2 2025
Added 55.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,890
shares
|
$361,175
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,890
shares
|
$361,175
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,847
shares
|
$357,999
0.0% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
4,841
shares
|
$357,556
0.08% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,815
shares
|
$355,635
0.0% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
4,765
shares
|
$351,942
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,686
shares
|
$346,107
0.06% of portfolio
|
Q3 2025
New holding
|