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Disclosery

KBWB INVESCO EXCH TRADED FD TR II

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KBW BK ETF (fund)

258 managers (260 13F filers) reported a position in KBWB shares at 2025-09-30, 57,279,735 shares in all. 53 filers opened a position and 26 filers sold out during the quarter.

Managers
258
13F filers
260
New
53
Added
83
Reduced
70
Sold out
26
Shares held by filers
57,279,735

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Y.D. More Investments Ltdin group Y.D. More Investments Ltd810$63.4K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.727$56.9K<0.01%+23413F-HRTimelineGroup
Park Square Financial Group, LLC725$56.7K0.24%-21513F-HRTimeline
HARBOUR INVESTMENTS, INC.641$50.1K<0.01%+39113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management613$48K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC514$40.2K<0.01%+5513F-HRTimeline
PRIVATE TRUST CO NA413$32.3K<0.01%013F-HRTimeline
UMB Bank, n.a.400$31.3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blume Capital Management, Inc.400$31.3K0.01%013F-HRTimeline
Allworth Financial LP397$31.1K<0.01%-313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC400$31K<0.01%013F-HRTimeline
MCF Advisors LLC377$29.5K<0.01%+213F-HRTimeline
Clearstead Advisors, LLC374$29.3K<0.01%+213F-HRTimeline
Blue Trust, Inc.371$29K<0.01%+3113F-HRTimeline
Wilmington Savings Fund Society, FSB335$26.2K<0.01%-4,66213F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC326$25.5K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT302$23.6K<0.01%013F-HRTimeline
Guerra Advisors Inc284$22.2K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL258$20.2K<0.01%-17513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/204$15.9K<0.01%013F-HRTimelineGroup
Curat Global, LLC200$15.6K0.01%013F-HRTimeline
Tidemark, LLC194$15.2K<0.01%013F-HRTimeline
Nemes Rush Group LLC181$14.2K<0.01%+6213F-HRTimeline
Piscataqua Savings Bank180$14.1K0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$12K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC158$12K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC141$11K<0.01%new13F-HRTimeline
Key Financial Inc141$10.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC116$9.07K<0.01%-613F-HRTimeline
TruNorth Capital Management, LLC114$8.92K<0.01%013F-HRTimeline
MAI Capital Management108$8.45K<0.01%+8613F-HRTimeline
LANARK FINANCIAL, INC.102$7.98K<0.01%new13F-HRTimeline
NFSG Corp100$7.82K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$7.82K<0.01%013F-HRTimeline
PFS Partners, LLC95$7.43K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp85$6.63K<0.01%013F-HRTimeline
Kozak & Associates, Inc.75$5.62K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.66$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERICAN NATIONAL BANK & TRUST62$4.85K<0.01%013F-HRTimeline
Access Investment Management LLC60$4.69K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54$4K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC50$3.95K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.49$3.83K<0.01%+1013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp48$3.67K0.01%13F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV46$3.6K<0.01%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding44$3.44K-54,942Timeline
Root Financial Partners, LLC39$3.05K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…31$2.42K<0.01%+813F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP20$1.56K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC17$1.32K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC14$1.09K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC12$939<0.01%013F-HRTimeline
Larson Financial Group LLC10$782<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.8$626<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6$469<0.01%new13F-HRTimelineGroup
Bernard Wealth Management Corp.4$313<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.3$235<0.01%new13F-HRTimeline
Archer Investment Corp3$235<0.01%new13F-HRTimeline