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 250 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,295
shares
|
$614,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,995
shares
|
$591,869
0.01% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,879
shares
|
$583,282
0.01% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
7,777
shares
|
$575,731
0.6% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
7,270
shares
|
$538,198
0.07% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,036
shares
|
$520,875
0.01% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,973
shares
|
$516,211
0.0% of portfolio
|
Q1 2025
Added 303.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,600
shares
|
$488,598
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
6,464
shares
|
$478,529
0.07% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,210
shares
|
$459,726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
6,057
shares
|
$448,399
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,932
shares
|
$439,145
0.0% of portfolio
|
Q1 2025
Added 41.47%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
5,635
shares
|
$417,159
0.0% of portfolio
|
Q1 2024
Reduced 51.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,629
shares
|
$416,714
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,143
shares
|
$380,736
0.01% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
5,120
shares
|
$379,033
0.01% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,115
shares
|
$378,663
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,079
shares
|
$375,998
0.0% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,075
shares
|
$375,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
5,000
shares
|
$370,150
0.0% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
5,000
shares
|
$370,150
0.34% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
4,948
shares
|
$366,300
0.05% of portfolio
|
Q1 2025
Reduced 88.35%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,890
shares
|
$362,006
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,882
shares
|
$361,414
0.0% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
4,841
shares
|
$358,379
0.08% of portfolio
|
Q4 2024
Reduced 11.84%
|