Invesco KBW Bank ETFKBWBETF
13F holders, Q1 2026 (March 31)303holders −7
50new positions
54sold out
6famous investors
$78.69avg. 13F price*
At the end of Q1 2026, 303 institutions reported holding Invesco KBW Bank ETF (KBWB) in their 13F filings, down 7 from Q4 2025. 50 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($901.5M), JPMorgan Chase & Co. ($631.1M) and Fisher Asset Management ($305.8M). 6 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco KBW Bank ETF
- CUSIP
- 46138E628
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $179.2M |
| Exits | 54 | $96.9M |
All 13F filers, Q4 2025 → Q1 2026: 4,771,172 shares bought and 10,538,371 shares sold, net −5,767,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 303 holders
| Bank of America Corp. | 0.07% | Reduce -7.6% | 11,394,678 | $901.5M |
| JPMorgan Chase & Co. | 0.04% | Reduce -9.9% | 8,260,995 | $631.1M |
| Fisher Asset Management | 0.10% | Add +8.3% | 3,864,794 | $305.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +2.8% | 2,917,590 | $230.8M |
| Migdal Insurance & Financial Holdings Ltd. | 1.49% | No change | 2,163,750 | $171.2M |
| Morgan Stanley | 0.01% | Add +33.8% | 1,948,553 | $154.2M |
| Wharton Business Group, LLC | 5.46% | Add +0.1% | 1,827,711 | $144.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.68% | Reduce -37.2% | 1,421,000 | $112.4M |
| Temasek Holdings (Private) Ltd | 0.29% | Reduce -44.5% | 1,104,862 | $87.4M |
| Two Sigma Investments, LP | 0.07% | New | 1,080,548 | $85.5M |
| Osaic Holdings, Inc. | 0.09% | Add +2.1% | 738,256 | $58.4M |
| Wells Fargo & Company | 0.01% | Add +36.0% | 676,010 | $53.5M |
| Cornerstone Advisors, LLC | 1.94% | Add +84.5% | 665,269 | $52.6M |
| Edmond DE Rothschild Holding S.A. | 0.72% | Add +0.8% | 627,935 | $49.7M |
| Summit Trail Advisors, LLC | 0.60% | Reduce -1.4% | 530,879 | $42.0M |
| Tiff Advisory Services, LLC | 9.32% | New | 522,543 | $41.3M |
| LPL Financial LLC | 0.01% | Reduce -11.4% | 500,805 | $39.6M |
| UBS Group AG | 0.01% | Add +61.6% | 492,398 | $39.0M |
| Fiduciary Trust Co | 0.45% | Reduce -24.1% | 481,559 | $38.1M |
| FIL Ltd | 0.03% | Reduce -3.5% | 440,559 | $34.9M |
| Horizon Investments, LLC | 0.36% | Add +2.0% | 405,129 | $32.1M |
| Annex Advisory Services, LLC | 0.58% | New | 389,057 | $30.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +43.3% | 306,846 | $24.3M |
| Cerity Partners LLC | 0.03% | Add +3428.3% | 251,113 | $19.9M |
| Royal Bank of Canada | 0.00% | Reduce -64.6% | 250,587 | $19.8M |
| Ledyard National Bank | 1.66% | Reduce -2.9% | 241,726 | $19.1M |
| Point72 Asset Management | 0.03% | Add +45.4% | 210,056 | $16.6M |
| Ensign Peak Advisors, Inc | 0.03% | Add +2144.4% | 196,225 | $15.5M |
| RFG Holdings, Inc. | 3.49% | Reduce -12.8% | 175,101 | $13.9M |
| Foundations Investment Advisors, LLC | 0.16% | Add +7.2% | 162,212 | $12.8M |
| Jane Street Group, LLC | 0.01% | Add +133.9% | 160,404 | $12.7M |
| Cetera Investment Advisers | 0.01% | Reduce -6.6% | 145,619 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Add +2.1% | 144,343 | $11.4M |
| Citadel Advisors | 0.01% | Reduce -39.3% | 133,136 | $10.5M |
| Valley Wealth Managers, Inc. | 0.60% | Reduce -29.5% | 118,073 | $9.3M |
| Guardian Partners Inc. | 0.77% | Reduce -15.2% | 117,400 | $9.3M |
| Lowe Brockenbrough & Co. Inc. | 0.43% | Add +0.6% | 109,735 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.8% | 100,905 | $8.0M |
| D. E. Shaw & Co. | 0.01% | New | 92,999 | $7.4M |
| WP Advisors, LLC | 1.84% | Reduce -2.5% | 89,866 | $7.1M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +3.8% | 86,644 | $6.9M |
| Astoria Portfolio Advisors LLC. | 1.43% | Add +6.1% | 77,043 | $6.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +100.6% | 81,530 | $6.5M |
| Csenge Advisory Group | 0.29% | Reduce -41.3% | 79,169 | $6.3M |
| Quattro Financial Advisors LLC | 1.87% | Add +84.7% | 78,008 | $6.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.9% | 76,252 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.6% | 64,350 | $5.1M |
| Meitav Investment House Ltd. | 0.06% | Reduce -20.8% | 64,555 | $5.1M |
| Principal Financial Group Inc. | 0.00% | Add +36.6% | 59,032 | $4.7M |
| Silphium Asset Management Ltd | 1.72% | Reduce -4.0% | 57,406 | $4.5M |
| Vermillion & White Wealth Management Group, LLC | 2.53% | Add +6.5% | 55,571 | $4.4M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +0.5% | 54,077 | $4.3M |
| First International Bank of Israel Ltd. | 1.21% | Reduce -16.1% | 52,000 | $4.1M |
| Quadcap Wealth Management, LLC | 0.46% | Reduce -9.7% | 51,094 | $4.0M |
| HRT Financial LP | 0.01% | Add +56.3% | 50,304 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -28.2% | 50,091 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.3% | 49,750 | $3.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | New | 46,800 | $3.7M |
| &partners | 0.02% | Reduce -7.4% | 46,132 | $3.6M |
| Stephens Inc. | 0.04% | Reduce -48.3% | 44,876 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -18.4% | 43,722 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.6% | 42,987 | $3.4M |
| Hobbs Group Advisors, LLC | 1.01% | Add +12.2% | 42,546 | $3.4M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -7.2% | 41,192 | $3.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -5.3% | 40,003 | $3.2M |
| ProVise Management Group, LLC | 0.23% | Reduce -1.2% | 39,927 | $3.2M |
| Delos Wealth Advisors, LLC | 1.77% | Add +7.5% | 39,144 | $3.1M |
| Advocacy Wealth Management, LLC | 0.14% | Add +2.4% | 38,863 | $3.1M |
| Pinnacle Wealth Management Group, Inc. | 1.50% | Add +4.5% | 38,665 | $3.1M |
| Hazlett, Burt & Watson, Inc. | 0.93% | Add +6.0% | 37,795 | $3.0M |
| Anfield Capital Management, LLC | 0.78% | Add +9.4% | 35,780 | $2.8M |
| Founders Financial Securities LLC | 0.16% | Add +2.8% | 32,498 | $2.8M |
| Captrust Financial Advisors | 0.00% | Reduce -0.0% | 34,801 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.22% | Reduce -12.0% | 32,923 | $2.6M |
| Juncture Wealth Strategies, LLC | 0.85% | Add +2.6% | 32,107 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.9% | 29,348 | $2.3M |
| Integrity Alliance, Llc. | 0.09% | Add +354.9% | 28,320 | $2.2M |
| Gotham Asset Management | 0.01% | Add +62.4% | 27,974 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.9% | 27,091 | $2.1M |
| NewEdge Wealth, LLC | 0.03% | Reduce -9.5% | 26,958 | $2.1M |
| XTX Topco Ltd | 0.03% | Add +262.5% | 23,627 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.8% | 22,905 | $1.8M |
| Magnus Financial Group LLC | 0.15% | Add +3.0% | 22,716 | $1.8M |
| Menora Mivtachim Holdings LTD. | 0.01% | Reduce -99.4% | 22,000 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +81.3% | 18,303 | $1.4M |
| Credit Industriel Et Commercial | 0.25% | New | 17,723 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -67.4% | 17,590 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -42.9% | 16,389 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 16,498 | $1.3M |
| Eastern Bank | 0.02% | Reduce -1.3% | 16,248 | $1.3M |
| Keel Point, LLC | 0.09% | Reduce -43.3% | 16,109 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +32.5% | 15,475 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -32.3% | 15,306 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.3% | 15,253 | $1.2M |
| Independent Advisor Alliance | 0.01% | Add +12.1% | 15,004 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 14,747 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 14,209 | $1.1M |
| Parsons Capital Management Inc. | 0.05% | No change | 14,041 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | New | 13,500 | $1.1M |
| Summit Financial, LLC | 0.01% | Add +7.0% | 13,290 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +1.6% | 13,100 | $1.0M |
| Oregon Pacific Wealth Management, LLC | 1.01% | Add +17.4% | 12,254 | $970K |
| StoneX Group Inc. | 0.05% | Add +15.5% | 12,135 | $960K |
| WESPAC Advisors SoCal, LLC | 0.20% | Reduce -57.3% | 11,806 | $934K |
| Rockland Trust Co. | 0.04% | Reduce -1.0% | 11,620 | $919K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +19.1% | 11,490 | $909K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -1.7% | 11,324 | $896K |
| Flow Traders U.S. LLC | 0.03% | New | 11,310 | $895K |
| Two Sigma Securities, LLC | 0.10% | Add +2.6% | 11,199 | $886K |
| Dumont & Blake Investment Advisors LLC | 0.22% | Reduce -3.7% | 11,058 | $875K |
| Jones Financial Companies LLLP | 0.00% | Add +15.4% | 11,119 | $848K |
| Mariner, LLC | 0.00% | Add +26.3% | 10,521 | $832K |
| GFS Advisors, LLC | 0.05% | New | 1,360 | $813K |
| Permanent Capital Management, LP | 0.12% | Add +0.7% | 8,728 | $762K |
| Fifth Third Bancorp | 0.00% | Add +2434.2% | 9,554 | $756K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.4% | 9,527 | $754K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.5% | 9,310 | $737K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 8,444 | $668K |
| City Center Advisors, LLC | 0.61% | Add +1.2% | 8,378 | $663K |
| Marex Group Ltd | 0.01% | Reduce -15.9% | 8,313 | $658K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -0.8% | 8,006 | $633K |
| Stifel Financial Corp. | 0.00% | New | 8,000 | $633K |
| Composition Wealth, LLC | 0.01% | No change | 7,875 | $623K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.7% | 7,850 | $621K |
| Hanover Advisors Inc. | 0.25% | Add +9.1% | 7,807 | $618K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -3.6% | 7,785 | $616K |
| Measured Wealth Private Client Group, LLC | 0.17% | Add +68.0% | 7,680 | $608K |
| Advisor Resource Council | 0.24% | Reduce -22.7% | 7,535 | $596K |
| Sigma Planning Corp | 0.02% | Reduce -5.3% | 7,459 | $590K |
| Leuthold Group, LLC | 0.06% | Reduce -14.9% | 7,281 | $576K |
| FMR LLC | 0.00% | Add +25.6% | 7,232 | $572K |
| Fort Sheridan Advisors LLC | 0.07% | No change | 7,217 | $571K |
| Quantbot Technologies LP | 0.02% | Add +2.1% | 7,146 | $565K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 7,000 | $554K |
| J. R. Prunier Capital Management LLC | 0.23% | Add +15.4% | 6,814 | $539K |
| Equitable Holdings, Inc. | 0.00% | Add +10.3% | 6,277 | $529K |
| Circle Wealth Management, LLC | 0.01% | New | 6,662 | $527K |
| GTS Securities LLC | 0.02% | New | 6,661 | $527K |
| Clark Asset Management, LLC | 0.05% | Reduce -7.3% | 6,614 | $523K |
| Bank Hapoalim BM | 0.08% | Reduce -9.8% | 6,480 | $513K |
| Krilogy Financial LLC | 0.02% | Reduce -15.1% | 5,743 | $492K |
| One Day In July LLC | 0.04% | Reduce -3.9% | 6,078 | $481K |
| Tanager Wealth Management LLP | 0.05% | No change | 6,057 | $479K |
| Investment Research Partners LLC | 0.19% | Reduce -0.7% | 5,899 | $467K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -88.6% | 5,880 | $465K |
| AQR Capital Management | 0.00% | Add +44.7% | 5,880 | $465K |
| Franklin Resources Inc. | 0.00% | Reduce -9.3% | 5,749 | $455K |
| Tranquilli Financial Advisor LLC | 0.26% | Add +1.0% | 5,722 | $453K |
| Family Manage LLC | 0.05% | No change | 5,409 | $428K |
| Simplex Trading, LLC | 0.01% | New | 5,334 | $422K |
| Shepherd Financial Partners LLC | 0.04% | No change | 5,231 | $414K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -11.3% | 5,148 | $407K |
| Avail Investment Partners, LLC | 0.43% | — | 5,041 | $399K |
| Concentrum Wealth Management | 0.12% | New | 5,000 | $396K |
| M&T Bank Corp | 0.00% | No change | 5,000 | $396K |
| Neuberger Berman Group LLC | 0.00% | New | 4,923 | $390K |
| Silverlake Wealth Management LLC | 0.08% | Add +41.5% | 4,848 | $384K |
| Broadleaf Partners, LLC | 0.09% | No change | 4,841 | $383K |
| Chicago Capital, LLC | 0.01% | New | 4,810 | $381K |
| RFG Advisory, LLC | 0.01% | Add +1.7% | 4,594 | $364K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -50.1% | 4,588 | $363K |
| ELCO Management Co., LLC | 0.17% | Add +50.0% | 4,500 | $356K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 4,406 | $349K |
| Headlands Technologies LLC | 0.04% | Reduce -23.3% | 4,329 | $343K |
| Creative Planning | 0.00% | Add +33.8% | 4,193 | $332K |
| Caprock Group, LLC | 0.01% | Reduce -33.1% | 3,975 | $315K |
| Florida Trust Wealth Management Co | 0.01% | Add +6.3% | 3,956 | $313K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.0% | 3,481 | $304K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 3,817 | $302K |
| Rollins Financial Advisors, LLC | 0.05% | Reduce -1.6% | 3,759 | $297K |
| Wesbanco Bank Inc. | 0.01% | Add +2.8% | 3,659 | $290K |
| Princeton Global Asset Management LLC | 0.05% | New | 3,620 | $286K |
| Focus Partners Wealth | 0.00% | Reduce -27.6% | 3,590 | $284K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 3,548 | $281K |
| Fairscale Capital, LLC | 0.19% | No change | 3,538 | $280K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.8% | 3,476 | $278K |
| Regal Investment Advisors LLC | 0.02% | Add +9.5% | 3,518 | $278K |
| Roble, Belko & Company, Inc | 0.04% | New | 3,500 | $277K |
| Mosley Wealth Management | 0.13% | Add +0.0% | 3,533 | $276K |
| Waverly Advisors, LLC | 0.00% | Add +15.8% | 3,491 | $276K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.4% | 3,453 | $273K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 3,301 | $261K |
| Crown Wealth Group, LLC | 0.08% | Reduce -95.2% | 3,250 | $257K |
| World Investment Advisors | 0.00% | Add +18.4% | 3,249 | $257K |
| DSG Capital Advisors, LLC | 0.04% | Reduce -8.0% | 3,203 | $253K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 3,156 | $250K |
| Quantum Portfolio Management LLC | 0.11% | New | 3,153 | $249K |
| Murphy & Mullick Capital Management Corp | 0.18% | Add +3517.7% | 3,075 | $243K |
| EJMK Ventures LLC | 0.13% | No change | 3,028 | $240K |
| Ieq Capital, LLC | 0.00% | Reduce -49.7% | 3,000 | $237K |
| Cwm, LLC | 0.00% | Reduce -5.7% | 2,980 | $236K |
| Spire Wealth Management | 0.01% | Add +3.5% | 2,913 | $231K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +15.1% | 2,902 | $230K |
| Choreo, LLC | 0.00% | Reduce -7.8% | 2,897 | $229K |
| Fifth Third Securities, Inc. | 0.01% | Add +2.8% | 2,895 | $229K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,886 | $228K |
| Pathstone Holdings, LLC | 0.00% | No change | 2,803 | $222K |
| FRG Family Wealth Advisors LLC | 0.04% | No change | 2,800 | $222K |
| Sapient Capital LLC | 0.00% | Reduce -28.4% | 2,779 | $220K |
| Collar Capital Management, LLC | 0.14% | Reduce -4.8% | 2,749 | $218K |
| CPR Investments Inc. | 0.14% | New | 2,698 | $213K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.5% | 2,674 | $212K |
| Ironwood Investment Counsel, LLC | 0.03% | No change | 2,662 | $211K |
| Beck Capital Management, LLC | 0.05% | Add +2.2% | 2,633 | $208K |
| White Lighthouse Investment Management Inc. | 0.03% | Add +0.1% | 2,619 | $207K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -19.5% | 2,578 | $204K |
| Corient Private Wealth LP | 0.00% | New | 2,766 | $201K |
| US Bancorp \de | 0.00% | Add +5.1% | 2,297 | $182K |
| Finley Financial, LLC | 0.08% | No change | 2,250 | $178K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 2,125 | $168K |
| Wellington-Altus USA Inc. | 0.09% | Add +640.9% | 1,704 | $158K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,946 | $154K |
| Group One Trading LLC | 0.00% | Reduce -80.0% | 1,727 | $137K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.5% | 1,719 | $136K |
| Addison Advisors LLC | 0.03% | No change | 1,655 | $131K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,562 | $124K |
| International Assets Investment Management, LLC | 0.01% | Add +5.9% | 1,542 | $124K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 1,405 | $111K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.5% | 1,330 | $105K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -49.4% | 1,208 | $96K |
| Nalls Sherbakoff Group, LLC | 0.07% | No change | 1,167 | $92K |
| Sage Mountain Advisors LLC | 0.01% | New | 1,154 | $91K |
| Advisory Services Network, LLC | 0.00% | New | 1,090 | $86K |
| Bank of Montreal | 0.00% | New | 1,045 | $83K |
| Sound Income Strategies, LLC | 0.00% | Add +929.9% | 896 | $72K |
| HM Payson & Co. | 0.00% | No change | 890 | $70K |
| Webster Bank, N. A. | 0.01% | No change | 861 | $68K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 819 | $65K |
| Y.D. More Investments Ltd | 0.00% | No change | 810 | $64K |
| BlackRock, Inc. | 0.00% | Add +2.1% | 742 | $59K |
| Bayban | 0.04% | No change | 648 | $51K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 620 | $49K |
| Clearstead Advisors, LLC | 0.00% | Add +42.3% | 535 | $42K |
| Allworth Financial LP | 0.00% | Add +1.9% | 532 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -0.2% | 534 | $41K |
| Private Wealth Management Group, LLC | 0.01% | New | 500 | $40K |
| UMB Bank, n.a. | 0.00% | Add +25.0% | 500 | $40K |
| AE Wealth Management LLC | 0.00% | Reduce -22.3% | 428 | $34K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 417 | $33K |
| Blume Capital Management, Inc. | 0.01% | No change | 400 | $32K |
| MCF Advisors LLC | 0.00% | Add +0.8% | 382 | $30K |
| North Star Investment Management Corp. | 0.00% | New | 365 | $29K |
| Private Trust Co. NA | 0.00% | Reduce -25.2% | 321 | $25K |
| Key Financial Inc | 0.00% | Add +92.9% | 272 | $22K |
| Park Square Financial Group, LLC | 0.16% | New | 265 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 259 | $20K |
| Blair William & Co. | 0.00% | No change | 257 | $20K |
| National Bank of Canada | 0.00% | Add +17.6% | 240 | $19K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 225 | $18K |
| Advocate Investing Services LLC | 0.01% | No change | 180 | $14K |
| Piscataqua Savings Bank | 0.01% | No change | 180 | $14K |
| AlphaCore Capital LLC | 0.00% | No change | 179 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -26.0% | 171 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -52.8% | 158 | $13K |
| Bfsg, LLC | 0.00% | No change | 154 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 146 | $12K |
| Larson Financial Group LLC | 0.00% | Reduce -6.5% | 145 | $11K |
| CVA Family Office, LLC | 0.00% | New | 139 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 135 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +134.0% | 124 | $10K |
| Nemes Rush Group LLC | 0.00% | Reduce -32.0% | 121 | $10K |
| Osbon Capital Management LLC | 0.01% | No change | 110 | $9K |
| Lanark Financial, Inc. | 0.00% | Reduce -56.5% | 103 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Add +110.4% | 101 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 100 | $8K |
| NFSG Corp | 0.00% | No change | 100 | $8K |
| PFS Partners, LLC | 0.00% | No change | 95 | $8K |
| Aventura Private Wealth, LLC | 0.00% | New | 87 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.2% | 76 | $6K |
| High Note Wealth, LLC | 0.00% | New | 64 | $5K |
| Avion Wealth | 0.00% | New | 74 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -4.6% | 62 | $5K |
| American National Bank & Trust | 0.00% | No change | 62 | $5K |
| Access Investment Management LLC | 0.00% | No change | 60 | $5K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 53 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 53 | $4K |
| Triumph Capital Management | 0.00% | No change | 53 | $4K |
| Arax Advisory Partners | 0.00% | Add +73.3% | 52 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 52 | $4K |
| Cardinal Strategic Wealth Guidance | 0.00% | New | 51 | $4K |
| LM Advisors LLC | 0.02% | Reduce -9.2% | 306 | $4K |
| Country Trust Bank | 0.00% | No change | 50 | $4K |
| Glenmede Trust Co. NA | 0.00% | New | 50 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -85.0% | 49 | $4K |
| First Community Trust NA | 0.00% | New | 46 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 46 | $4K |
| Quaker Wealth Management, LLC | 0.00% | No change | 41 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 41 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 40 | $3K |
| Capital Analysts, LLC | 0.00% | Reduce -27.8% | 39 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 35 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 33 | $3K |
| Ballast Advisors LLC | 0.00% | New | 31 | $2K |
| Signaturefd, LLC | 0.00% | New | 28 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | Add +57.1% | 22 | $2K |
| Toronto Dominion Bank | 0.00% | New | 18 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 13 | $1K |
| Vanguard National Trust Co | 0.00% | — | 13 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | New | 10 | $791 |
| Barrett & Company, Inc. | 0.00% | No change | 8 | $633 |
| Root Financial Partners, LLC | 0.00% | Reduce -69.2% | 8 | $633 |
| Curio Wealth, LLC | 0.00% | New | 3 | $237 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 3 | $237 |
"% of holder's portfolio" is KBWB's weight in each manager's 13F, not the share of Invesco KBW Bank ETF the manager owns.