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KBWB INVESCO EXCH TRADED FD TR II

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KBW BK ETF (fund)

230 managers (231 13F filers) reported a position in KBWB shares at 2025-03-31, 44,818,220 shares in all. 55 filers opened a position and 27 filers sold out during the quarter.

Managers
230
13F filers
231
New
55
Added
76
Reduced
55
Sold out
27
Shares held by filers
44,818,220

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sound Income Strategies, LLC160$10.1K<0.01%+113F-HRTimeline
Stonebridge Financial Group, LLC157$9.86K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC154$9.67K<0.01%new13F-HR/ATimeline
Mattson Financial Services, LLC153$9.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC146$9.16K<0.01%+9813F-HRTimeline
NFSG Corp135$8.47K<0.01%013F-HRTimeline
CoreCap Advisors, LLC116$7.28K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC114$7.16K<0.01%013F-HRTimeline
PFS Partners, LLC107$6.72K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.105$6.55K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC100$6.28K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$6.28K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO94$5.9K<0.01%new13F-HRTimelineGroup
MAI Capital Management89$5.59K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp85$5.33K0.01%+7513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC72$5K<0.01%+3913F-HRTimelineGroup
Capital Investment Advisory Services, L…74$4.64K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.67$4.25K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV46$2.89K<0.01%-113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.39$2.43K<0.01%+113F-HRTimelineGroup
Aptus Capital Advisors, LLC32$2.02K<0.01%-1513F-HRTimeline
MATHER GROUP, LLC.24$1.51K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…23$1.44K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC20$1.25K<0.01%-1513F-HRTimeline
Key Financial Inc19$1.19K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC17$1.05K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC14$879<0.01%013F-HRTimeline
Larson Financial Group LLC10$628<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.8$502<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,29013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.