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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,481
shares
|
$107,550
0.01% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,243
shares
|
$90,266
0.0% of portfolio
|
Q2 2025
Reduced 83.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,193
shares
|
$86,635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,167
shares
|
$84,747
0.05% of portfolio
|
Q3 2023
Reduced 7.53%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,156
shares
|
$83,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,150
shares
|
$83,513
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
952
shares
|
$69,134
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
940
shares
|
$68,262
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
861
shares
|
$62,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
819
shares
|
$59,475
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
810
shares
|
$58,822
0.0% of portfolio
|
Q4 2023
Reduced 26.36%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
613
shares
|
$44,516
0.0% of portfolio
|
Q2 2025
Reduced 78.05%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
459
shares
|
$33,332
0.0% of portfolio
|
Q2 2025
Added 214.38%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
433
shares
|
$31,444
0.0% of portfolio
|
Q2 2025
Reduced 98.65%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
431
shares
|
$31,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
413
shares
|
$29,992
0.0% of portfolio
|
Q2 2025
Reduced 39.71%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
400
shares
|
$29,048
0.01% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
400
shares
|
$29,048
0.0% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
400
shares
|
$29,048
0.0% of portfolio
|
Q2 2025
Added 59.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
375
shares
|
$27,232
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
372
shares
|
$27,014
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
340
shares
|
$24,690
0.0% of portfolio
|
Q2 2025
Added 38.78%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
326
shares
|
$23,674
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
302
shares
|
$21,931
0.0% of portfolio
|
Q2 2024
Reduced 46.64%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
300
shares
|
$21,786
0.0% of portfolio
|
Q2 2025
New holding
|