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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
400
shares
|
$29,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
400
shares
|
$29,544
0.0% of portfolio
|
Q2 2025
Added 59.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
375
shares
|
$27,697
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
372
shares
|
$27,475
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
371
shares
|
$27,402
0.0% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
326
shares
|
$24,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
302
shares
|
$22,305
0.0% of portfolio
|
Q2 2024
Reduced 46.64%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
284
shares
|
$20,976
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
250
shares
|
$18,465
0.0% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
204
shares
|
$15,067
0.0% of portfolio
|
Q1 2024
Reduced 41.71%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
200
shares
|
$14,772
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
194
shares
|
$14,328
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
180
shares
|
$13,294
0.01% of portfolio
|
Q1 2024
Reduced 64.29%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
154
shares
|
$11,374
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
141
shares
|
$10,414
0.0% of portfolio
|
Q2 2025
Added 642.11%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
132
shares
|
$9,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
119
shares
|
$8,789
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
116
shares
|
$8,567
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
114
shares
|
$8,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
100
shares
|
$7,386
0.0% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
100
shares
|
$7,386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
98
shares
|
$7,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
95
shares
|
$7,016
0.0% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
89
shares
|
$6,573
0.0% of portfolio
|
Q2 2025
Added 32.84%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$6,573
0.0% of portfolio
|
Q4 2023
New holding
|