INVESCO KBW BANK ETF KBWB
$94.44
-0.3% 52w: $65.87 – $94.71
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data65.8780.2994.71
Jun 20, 2025 Jul 2, 2026
Institutional holders
301
-8 QoQ
13F value
$3.81B
-17.0% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.0×
$88.4M calls / $91.1M puts
Institutional value by quarter
Number of holders
Who owns KBWB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 11.4M | $901.5M | 0.1% | -7.6% |
| JPMORGAN CHASE & CO | Bank broker | 8.3M | $631.1M | 0.0% | -9.9% |
| Fisher Asset Management, LLC | Long only active | 3.9M | $305.8M | 0.1% | +8.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.9M | $230.8M | 0.0% | +2.8% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 2.2M | $171.2M | 1.5% | Held |
| MORGAN STANLEY | Bank broker | 1.9M | $154.2M | 0.0% | +33.8% |
| Wharton Business Group, LLC | Wealth advisor | 1.8M | $144.6M | 5.5% | +0.1% |
| Clal Insurance Enterprises Holdings Ltd | Other | 1.4M | $112.4M | 0.7% | -37.2% |
| Temasek Holdings (Private) Ltd ★2 | Pension sovereign | 1.1M | $87.4M | 0.3% | -44.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.1M | $85.5M | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 738.3K | $58.4M | 0.1% | +2.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 676.0K | $53.5M | 0.0% | +36.0% |
| Cornerstone Advisors, LLC | Other | 665.3K | $52.6M | 1.9% | +84.5% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | Other | 627.9K | $49.7M | 0.7% | +0.8% |
| Summit Trail Advisors, LLC | Other | 530.9K | $42.0M | 0.6% | -1.4% |
| TIFF ADVISORY SERVICES, LLC | Wealth advisor | 522.5K | $41.3M | 9.3% | New |
| LPL Financial LLC | Bank broker | 500.8K | $39.6M | 0.0% | -11.4% |
| UBS Group AG | Bank broker | 492.4K | $39.0M | 0.0% | +61.6% |
| Fiduciary Trust Co | Other | 481.6K | $38.1M | 0.5% | -24.1% |
| FIL Ltd | Other | 440.6K | $34.9M | 0.0% | -3.5% |
| Horizon Investments, LLC | Diversified mechanical | 405.1K | $32.1M | 0.4% | +2.0% |
| Annex Advisory Services, LLC | Wealth advisor | 389.1K | $30.8M | 0.6% | New |
| Qube Research & Technologies Ltd | Quant stat arb | 306.8K | $24.3M | 0.0% | +43.3% |
| Cerity Partners LLC | Diversified mechanical | 251.1K | $19.9M | 0.0% | +3428.4% |
| ROYAL BANK OF CANADA | Bank broker | 250.6K | $19.8M | 0.0% | -64.6% |
| Ledyard National Bank | Other | 241.7K | $19.1M | 1.7% | -2.9% |
| Point72 Asset Management, L.P. | Multistrat pod | 210.1K | $16.6M | 0.0% | +45.4% |
| Ensign Peak Advisors, Inc | Diversified mechanical | 196.2K | $15.5M | 0.0% | +2144.4% |
| RFG Holdings, Inc. | Wealth advisor | 175.1K | $13.9M | 3.5% | -12.8% |
| Foundations Investment Advisors, LLC | Wealth advisor | 162.2K | $12.8M | 0.2% | +7.2% |
| JANE STREET GROUP, LLC | Market maker | 160.4K | $12.7M | 0.0% | +133.9% |
| Cetera Investment Advisers | Wealth advisor | 145.6K | $11.5M | 0.0% | -6.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 144.3K | $11.4M | 0.0% | +2.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 133.1K | $10.5M | 0.0% | -39.3% |
| VALLEY WEALTH MANAGERS, INC. | Other | 118.1K | $9.3M | 0.6% | -29.5% |
| Guardian Partners Inc. | Other | 117.4K | $9.3M | 0.8% | -15.2% |
| LOWE BROCKENBROUGH & CO INC | Other | 109.7K | $8.7M | 0.4% | +0.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 100.9K | $8.0M | 0.0% | -42.8% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 93.0K | $7.4M | 0.0% | New |
| WP Advisors, LLC ★2 | Fundamental diversified | 89.9K | $7.1M | 1.8% | -2.5% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 86.6K | $6.9M | 0.1% | +3.8% |
| Astoria Portfolio Advisors LLC. | Wealth advisor | 77.0K | $6.7M | 1.4% | +6.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 81.5K | $6.5M | 0.0% | +100.6% |
| Csenge Advisory Group | Wealth advisor | 79.2K | $6.3M | 0.3% | -41.3% |
| QUATTRO FINANCIAL ADVISORS LLC | Wealth advisor | 78.0K | $6.2M | 1.9% | +84.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 76.3K | $6.0M | 0.0% | +1.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 64.3K | $5.1M | 0.0% | -28.6% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 64.6K | $5.1M | 0.1% | -20.8% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 59.0K | $4.7M | 0.0% | +36.6% |
| Silphium Asset Management Ltd | Wealth advisor | 57.4K | $4.5M | 1.7% | -4.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.