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Disclosery

KBWB INVESCO EXCH TRADED FD TR II

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KBW BK ETF (fund)

299 managers (302 13F filers) reported a position in KBWB shares at 2026-03-31, 48,392,641 shares in all. 49 filers opened a position and 55 filers sold out during the quarter.

Managers
299
13F filers
302
New
49
Added
102
Reduced
100
Sold out
55
Shares held by filers
48,392,641

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
White Lighthouse Investment Management …2,619$207K0.03%+313F-HRTimeline
OneDigital Investment Advisors LLC2,578$204K<0.01%-62313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,766$201K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,297$182K<0.01%+11113F-HRTimelineGroup
Finley Financial, LLC2,250$178K0.08%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,125$168K<0.01%-852,91913F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.1,704$158K0.09%+1,47413F-HRTimeline
Ashton Thomas Private Wealth, LLC1,946$154K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC1,727$137K<0.01%-6,91913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,719$136K<0.01%+29213F-HRTimeline
Addison Advisors LLC1,655$131K0.03%013F-HRTimeline
Acropolis Investment Management, LLC1,562$124K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,542$124K0.01%+8613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,405$111K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,330$105K0.01%+613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,208$95.6K<0.01%-1,18013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,167$92.3K0.07%013F-HRTimeline
Sage Mountain Advisors LLC1,154$91.3K0.01%new13F-HRTimeline
Advisory Services Network, LLC1,090$86.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,045$82.7K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC896$71.8K<0.01%+80913F-HRTimeline
HM PAYSON & CO890$70.4K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.861$68.1K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…819$64.8K<0.01%013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd810$64.1K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.742$58.7K<0.01%+1513F-HRTimelineGroup
BAYBAN648$51.3K0.04%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…620$49K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC535$42.3K<0.01%+15913F-HRTimeline
Allworth Financial LP532$42.1K<0.01%+1013F-HRTimeline
Smartleaf Asset Management LLC534$40.8K<0.01%-113F-HRTimeline
UMB Bank, n.a.500$39.6K<0.01%+10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Wealth Management Group, LLC500$39.6K0.01%new13F-HRTimeline
AE Wealth Management LLC428$33.8K<0.01%-12313F-HRTimeline
IFP Advisors, Inc417$33K<0.01%+313F-HRTimeline
Blume Capital Management, Inc.400$31.6K0.01%013F-HRTimeline
MCF Advisors LLC382$30.2K<0.01%+313F-HRTimeline
North Star Investment Management Corp.365$28.9K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA321$25.4K<0.01%-10813F-HRTimeline
Key Financial Inc272$21.5K<0.01%+13113F-HRTimeline
Park Square Financial Group, LLC265$21K0.16%new13F-HRTimeline
CoreCap Advisors, LLC259$20.5K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL257$20.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/240$19K<0.01%+3613F-HRTimelineGroup
Innovative Asset Advisors Group, LLC225$17.8K0.01%13F-HRTimeline
Advocate Investing Services LLC180$14.2K0.01%013F-HRTimeline
Piscataqua Savings Bank180$14.2K0.01%013F-HRTimeline
AlphaCore Capital LLC179$14.2K<0.01%013F-HRTimeline
Blue Trust, Inc.171$13.5K<0.01%-6013F-HRTimeline
Wilmington Savings Fund Society, FSB158$12.5K<0.01%-17713F-HRTimeline
BFSG, LLC154$12.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.146$11.6K<0.01%new13F-HRTimeline
Larson Financial Group LLC145$11.5K<0.01%-1013F-HRTimeline
CVA Family Office, LLC139$11K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC135$10.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…124$9.84K<0.01%+7113F-HRTimelineGroup
Nemes Rush Group LLC121$9.54K<0.01%-5713F-HRTimeline
Osbon Capital Management LLC110$8.7K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.103$8.16K<0.01%-13413F-HRTimeline
Aptus Capital Advisors, LLC101$7.99K<0.01%+5313F-HRTimeline
NFSG Corp100$7.91K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$7.91K<0.01%013F-HRTimeline
PFS Partners, LLC95$7.52K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC87$6.88K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.76$6K<0.01%+1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
High Note Wealth, LLC64$5.06K<0.01%new13F-HRTimeline
Avion Wealth74$5K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC62$4.91K<0.01%-313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST62$4.9K<0.01%013F-HRTimeline
Access Investment Management LLC60$4.75K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.53$4.19K<0.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC53$4.19K<0.01%013F-HRTimeline
Triumph Capital Management53$4.19K<0.01%013F-HRTimeline
Arax Advisory Partners52$4.12K<0.01%+2213F-HRTimeline
Hilton Head Capital Partners, LLC52$4.11K<0.01%013F-HRTimeline
Cardinal Strategic Wealth Guidance51$4.04K<0.01%new13F-HRTimeline
LM Advisors LLC306$4K0.07%-3113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA50$3.96K<0.01%new13F-HRTimelineGroup
COUNTRY TRUST BANK50$3.96K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC49$3.88K<0.01%-27713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV46$3.64K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA46$3.64K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC41$3.24K<0.01%013F-HRTimeline
GAMMA Investing LLC41$3.24K<0.01%013F-HRTimeline
Parallel Advisors, LLC40$3.17K<0.01%new13F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC39$3K<0.01%-1513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.35$2.77K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC33$2.61K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC31$2.45K<0.01%new13F-HR/ATimeline
SIGNATUREFD, LLC28$2.21K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC22$1.74K<0.01%+813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK18$1.42K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13$1.03K<0.01%new13F-HR/ATimelineGroup
Vanguard National Trust Coin group VANGUARD GROUP INC13$1.03K<0.01%13F-HRTimelineGroup
Glen Eagle Advisors, LLC10$791<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.8$633<0.01%013F-HRTimeline
Root Financial Partners, LLC8$633<0.01%-1813F-HRTimeline
Steigerwald, Gordon & Koch Inc.3$237<0.01%013F-HRTimeline
CURIO WEALTH, LLC3$237<0.01%new13F-HRTimeline