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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,394,678$902M0.07%-940,29113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,260,995$631M0.04%-905,00913F-HR/ATimelineGroup
Fisher Asset Management, LLC3,864,794$306M0.1%+296,58013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,917,590$231M0.03%+80,14313F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,163,750$171M1.49%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,948,553$154M0.01%+491,90713F-HRTimelineGroup
Wharton Business Group, LLC1,827,711$145M5.46%+2,24813F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,421,000$112M0.68%-841,00013F-HRTimelineGroup
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd1,104,862$87.4M0.29%-884,13913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,080,548$85.5M0.07%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.738,256$58.4M0.09%+15,41613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN676,010$53.5M0.01%+178,91113F-HR/ATimelineGroup
Cornerstone Advisors, LLC665,269$52.6M1.94%+304,60013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …627,935$49.7M0.72%+4,84913F-HRTimelineGroup
Summit Trail Advisors, LLC530,879$42M0.6%-7,33313F-HRTimeline
TIFF ADVISORY SERVICES, LLC522,543$41.3M9.32%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding509,988$40.4M+151,404Timeline
LPL Financial LLC500,805$39.6M0.01%-64,24913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co481,559$38.1M0.45%-153,01313F-HRTimelineGroup
FIL Ltdin group FIL Ltd440,559$34.9M0.03%-16,01813F-HRTimelineGroup
Horizon Investments, LLC405,129$32.1M0.36%+7,91313F-HRTimeline
Annex Advisory Services, LLC389,057$30.8M0.58%new13F-HRTimeline
Qube Research & Technologies Ltd306,846$24.3M0.03%+92,65213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC251,113$19.9M0.03%+243,99613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA250,587$19.8M<0.01%-456,87313F-HRTimelineGroup
Ledyard National Bank241,726$19.1M1.66%-7,10213F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.210,056$16.6M0.03%+65,56313F-HRTimelineGroup
Ensign Peak Advisors, Inc196,225$15.5M0.03%+187,48213F-HR/ATimeline
RFG Holdings, Inc.175,101$13.9M3.49%-25,70913F-HRTimeline
Foundations Investment Advisors, LLC162,212$12.8M0.16%+10,94613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC160,404$12.7M0.01%+91,83913F-HRTimelineGroup
Cetera Investment Advisers145,619$11.5M0.01%-10,24113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC144,343$11.4M<0.01%+2,97413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC133,136$10.5M0.01%-86,23013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.118,073$9.34M0.6%-49,39413F-HRTimelineGroup
Guardian Partners Inc.in group GUARDIAN CAPITAL LP117,400$9.29M0.77%-21,00013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC109,735$8.68M0.43%+67813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding106,785$8.45M-121,091Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.92,999$7.36M0.01%new13F-HRTimelineGroup
WP Advisors, LLC89,866$7.11M1.84%-2,31013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …86,644$6.86M0.13%+3,13513F-HRTimelineGroup
Astoria Portfolio Advisors LLC.77,043$6.7M1.43%+4,43213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81,530$6.45M0.01%+40,87813F-HRTimelineGroup
Csenge Advisory Group79,169$6.26M0.29%-55,77913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC78,008$6.17M1.87%+35,77313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp76,252$6.03M<0.01%+1,40313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,350$5.12M<0.01%-25,75713F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD64,555$5.11M0.06%-16,90513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC59,032$4.67M<0.01%+15,80913F-HRTimelineGroup
Silphium Asset Management Ltdin group Silphium Asset Management Ltd57,406$4.54M1.72%-2,40013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…55,571$4.4M2.53%+3,38413F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …54,077$4.28M0.03%+25513F-HRTimelineGroup
First International Bank of Israel Ltd.in group First International Bank of I…52,000$4.11M1.21%-10,00013F-HRTimelineGroup
Quadcap Wealth Management, LLC51,094$4.04M0.46%-5,47313F-HRTimeline
HRT FINANCIAL LP50,304$3.98M0.01%+18,11813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,091$3.96M0.01%-19,67513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC49,750$3.94M0.01%+2,92813F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …46,800$3.7M0.02%new13F-HRTimeline
&PARTNERS46,132$3.65M0.02%-3,67613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…44,876$3.55M0.04%-41,90413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC43,722$3.46M<0.01%-9,89213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,987$3.4M<0.01%-11,16613F-HRTimelineGroup
Hobbs Group Advisors, LLC42,546$3.37M1.01%+4,63813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC41,192$3.26M0.05%-3,17513F-HRTimelineGroup
Quantinno Capital Management LP40,003$3.17M0.01%-2,23113F-HRTimeline
ProVise Management Group, LLC39,927$3.16M0.23%-49513F-HRTimeline
Delos Wealth Advisors, LLC39,144$3.1M1.77%+2,72913F-HRTimeline
Advocacy Wealth Management, LLC38,863$3.07M0.14%+89113F-HRTimeline
Pinnacle Wealth Management Group, Inc.38,665$3.06M1.5%+1,65813F-HRTimeline
HAZLETT, BURT & WATSON, INC.37,795$2.99M0.93%+2,13013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…35,780$2.83M0.78%+3,07513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC32,498$2.78M0.16%+89513F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS34,801$2.75M<0.01%-313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…32,923$2.6M0.22%-4,50413F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC32,107$2.54M0.85%+80513F-HRTimeline
Private Advisor Group, LLC29,348$2.32M0.01%-4,72713F-HRTimeline
INTEGRITY ALLIANCE, LLC.28,320$2.24M0.09%+22,09413F-HRTimeline
Gotham Asset Management, LLC27,974$2.21M0.01%+10,75313F-HRTimeline
HighTower Advisors, LLC27,091$2.14M<0.01%-7,60813F-HRTimeline
NewEdge Wealth, LLC26,958$2.13M0.03%-2,83213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd23,627$1.87M0.03%+17,11013F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,905$1.81M<0.01%-2,76113F-HRTimeline
Magnus Financial Group LLC22,716$1.8M0.15%+65313F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.22,000$1.74M0.01%-3,526,90013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,303$1.45M0.01%+8,20613F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL17,723$1.4M0.22%new13F-HRTimeline
Farther Finance Advisors, LLC16,389$1.31M0.01%-12,30513F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,498$1.31M0.03%-4513F-HRTimeline
EASTERN BANK16,248$1.29M0.02%-22013F-HRTimeline
Keel Point, LLC16,109$1.27M0.09%-12,31513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,475$1.22M0.01%+3,80013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…15,306$1.21M<0.01%-7,30613F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…15,253$1.21M<0.01%-35113F-HRTimeline
Independent Advisor Alliance15,004$1.19M0.01%+1,61513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,747$1.17M<0.01%-3813F-HRTimelineGroup
Janney Montgomery Scott LLC14,209$1.12M<0.01%-5313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,041$1.11M0.05%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,500$1.07M<0.01%new13F-HRTimelineGroup
Summit Financial, LLC13,290$1.05M0.01%+86813F-HRTimeline
Robertson Stephens Wealth Management, L…13,100$1.04M0.03%+20713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding12,449$985K+9,255Timeline
Oregon Pacific Wealth Management, LLC12,254$970K1.01%+1,81313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,135$960K0.05%+1,62813F-HRTimelineGroup
WESPAC Advisors SoCal, LLC11,806$934K0.2%-15,81813F-HRTimeline
ROCKLAND TRUST CO11,620$919K0.04%-11413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,490$909K0.02%+1,84613F-HRTimelineGroup
AdvisorNet Financial, Inc11,324$896K0.05%-19813F-HRTimeline
FLOW TRADERS U.S. LLC11,310$895K0.03%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC11,199$886K0.1%+28813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,058$875K0.22%-42113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,119$848K<0.01%+1,48113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,521$832K<0.01%+2,19113F-HRTimelineGroup
Permanent Capital Management, LP8,728$762K0.12%+5813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,527$754K0.01%-33413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,310$737K0.02%-4813F-HRTimelineGroup
Koshinski Asset Management, Inc.8,444$668K0.04%013F-HRTimeline
City Center Advisors, LLC8,378$663K0.61%+10113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd8,313$658K0.01%-1,56913F-HRTimelineGroup
GLOBALT Investments LLC / GA8,006$633K0.02%-6213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,000$633K<0.01%new13F-HRTimelineGroup
Composition Wealth, LLC7,875$623K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,850$621K0.01%-83813F-HR/ATimeline
HANOVER ADVISORS INC7,807$618K0.25%+65213F-HRTimeline
OpenArc Corporate Advisory, LLC7,785$616K0.01%-28813F-HRTimeline
Measured Wealth Private Client Group, L…7,680$608K0.17%+3,10913F-HRTimeline
Advisor Resource Council7,535$596K0.24%-2,21713F-HRTimeline
Sigma Planning Corp7,459$590K0.02%-41613F-HRTimeline
LEUTHOLD GROUP, LLC7,281$576K0.06%-1,27313F-HRTimeline
FMR LLCin group FMR LLC7,232$572K<0.01%+1,47413F-HRTimelineGroup
Fort Sheridan Advisors LLC7,217$571K0.07%013F-HRTimeline
Quantbot Technologies LP7,146$565K0.02%+14713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich7,000$554K<0.01%new13F-HRTimeline
J. R. Prunier Capital Management LLC6,814$539K0.23%+91213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,277$529K<0.01%+58513F-HRTimelineGroup
Circle Wealth Management, LLC6,662$527K0.01%new13F-HRTimeline
GTS SECURITIES LLC6,661$527K0.02%new13F-HRTimeline
Clark Asset Management, LLC6,614$523K0.05%-52113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM6,480$513K0.08%-70013F-HRTimelineGroup
Krilogy Financial LLC5,743$492K0.02%-1,01813F-HRTimeline
One Day In July LLC6,078$481K0.04%-24413F-HRTimeline
Tanager Wealth Management LLP6,057$479K0.05%013F-HRTimeline
Investment Research Partners LLC5,899$467K0.19%-4013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,880$465K<0.01%+1,81713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources5,749$455K<0.01%-58713F-HRTimelineGroup
Tranquilli Financial Advisor LLC5,722$453K0.26%+5613F-HRTimeline
Family Manage LLC5,409$428K0.05%013F-HRTimeline
SIMPLEX TRADING, LLC5,334$422K0.01%new13F-HRTimeline
Shepherd Financial Partners LLC5,231$414K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC5,148$407K<0.01%-65313F-HRTimeline
Avail Investment Partners, LLC5,041$399K0.43%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,000$396K<0.01%013F-HR/ATimelineGroup
Concentrum Wealth Management5,000$396K0.12%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,923$390K<0.01%new13F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC4,848$384K0.08%+1,42213F-HRTimeline
Broadleaf Partners, LLC4,841$383K0.09%013F-HRTimeline
Chicago Capital, LLC4,810$381K0.01%new13F-HRTimeline
RFG Advisory, LLC4,594$364K0.01%+7713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,588$363K<0.01%-4,60013F-HRTimelineGroup
ELCO Management Co., LLC4,500$356K0.17%+1,50013F-HRTimeline
PFG Investments, LLC4,406$349K0.02%+413F-HRTimeline
Headlands Technologies LLC4,329$343K0.04%-1,31713F-HRTimeline
Creative Planningin group Creative Planning4,193$332K<0.01%+1,05913F-HRTimelineGroup
Caprock Group, LLC3,975$315K0.01%-1,96713F-HRTimeline
Florida Trust Wealth Management Co3,956$313K0.01%+23613F-HRTimeline
Chicago Partners Investment Group LLC3,481$304K0.01%+3513F-HRTimeline
Steward Partners Investment Advisory, L…3,817$302K<0.01%+2913F-HRTimeline
Rollins Financial Advisors, LLC3,759$297K0.05%-6013F-HRTimeline
WESBANCO BANK INC3,659$290K0.01%+10013F-HRTimeline
Princeton Global Asset Management LLC3,620$286K0.05%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,590$284K<0.01%-1,36613F-HRTimelineGroup
Accredited Investors Inc.3,548$281K0.02%+213F-HRTimeline
Fairscale Capital, LLC3,538$280K0.19%013F-HRTimeline
TD Waterhouse Canada Inc.3,476$278K<0.01%-29213F-HRTimeline
Regal Investment Advisors LLC3,518$278K0.02%+30513F-HRTimeline
Roble, Belko & Company, Inc3,500$277K0.04%new13F-HRTimeline
Mosley Wealth Management3,533$276K0.13%+113F-HRTimeline
Waverly Advisors, LLC3,491$276K<0.01%+47713F-HRTimeline
NewEdge Advisors, LLC3,453$273K<0.01%-1,11713F-HR/ATimeline
Integrity Advisory Solutions, LLC3,301$261K0.03%new13F-HRTimeline
Crown Wealth Group, LLC3,250$257K0.08%-64,96513F-HRTimeline
World Investment Advisors3,249$257K<0.01%+50613F-HRTimeline
DSG Capital Advisors, LLC3,203$253K0.04%-27913F-HRTimeline
HARBOUR INVESTMENTS, INC.3,156$250K<0.01%+6413F-HRTimeline
Quantum Portfolio Management LLC3,153$249K0.11%new13F-HR/ATimeline
Murphy & Mullick Capital Management Corp3,075$243K0.18%+2,99013F-HRTimeline
EJMK Ventures LLC3,028$240K0.13%013F-HRTimeline
IEQ CAPITAL, LLC3,000$237K<0.01%-2,96113F-HRTimeline
CWM, LLCin group CWM, LLC2,980$236K<0.01%-18013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,913$231K0.01%+10013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,902$230K<0.01%+38113F-HRTimelineGroup
CHOREO, LLC2,897$229K<0.01%-24513F-HRTimeline
J.W. COLE ADVISORS, INC.2,886$228K0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,803$222K<0.01%013F-HRTimelineGroup
FRG Family Wealth Advisors LLC2,800$222K0.04%013F-HRTimeline
SAPIENT CAPITAL LLC2,779$220K<0.01%-1,10313F-HR/ATimeline
Collar Capital Management, LLC2,749$218K0.14%-14013F-HRTimeline
CPR Investments Inc.2,698$213K0.14%new13F-HRTimeline
Sanctuary Advisors, LLC2,674$212K<0.01%-38213F-HRTimeline
Ironwood Investment Counsel, LLC2,662$211K0.03%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC2,633$208K0.05%+5713F-HRTimeline