KBWB Institutional Ownership & Shareholders
INVESCO KBW BANK ETF (KBWB) is currently held by 335 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.12B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of KBWB tracked by InsiderSet, reporting ownership valued at approximately $1.09B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.04B, representing an estimated loss of -4.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed KBWB value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Bank Of America Corp, Fisher Asset Management, Llc, and several other long-term asset managers with concentrated positions in INVESCO KBW BANK ETF (KBWB).
This page ranks the largest institutional KBWB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
335
Total Reported Value
$5.12B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$1.09B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.06% | 11,636,491 | $1,090,106,665 | $1,042,629,594 | -$47,477,071 | -4.36% | |
| Bank Of America Corp | 0.06% | 10,370,752 | $964,272,553 | $929,219,379 | -$35,053,174 | -3.64% | |
| Fisher Asset Management, Llc | 0.11% | 4,149,096 | $385,782,947 | $371,759,002 | -$14,023,945 | -3.64% | |
| Goldman Sachs Group Inc | 0.03% | 3,010,409 | $279,907,829 | $269,732,646 | -$10,175,183 | -3.64% | |
| Migdal Insurance & Financial Holdings Ltd. | 1.57% | 2,642,750 | $245,722,895 | $236,790,400 | -$8,932,495 | -3.64% | |
| Clal Insurance Enterprises Holdings Ltd | 0.81% | 1,930,000 | $179,451,000 | $172,928,000 | -$6,523,000 | -3.63% | |
| Morgan Stanley | 0.01% | 1,820,205 | $169,242,841 | $163,090,368 | -$6,152,473 | -3.64% | |
| Wharton Business Group, Llc | 5.50% | 1,767,605 | $164,352,000 | $158,377,408 | -$5,974,592 | -3.64% | |
| Temasek Holdings (Private) Ltd | 0.39% | 1,619,585 | $141,276,400 | $145,114,816 | +$3,838,416 | +2.72% | |
| Two Sigma Investments, Lp | 0.10% | 1,368,448 | $127,238,295 | $122,612,941 | -$4,625,354 | -3.64% | |
| Meitav Investment House Ltd | 0.54% | 967,645 | $84,407,673 | $86,700,992 | +$2,293,319 | +2.72% | |
| Annex Advisory Services, Llc | 1.16% | 811,651 | $70,800,346 | $72,723,930 | +$1,923,584 | +2.72% | |
| Wells Fargo & Company/Mn | 0.01% | 745,480 | $69,314,745 | $66,795,008 | -$2,519,737 | -3.64% | |
| Osaic Holdings, Inc. | 0.08% | 727,529 | $67,646,927 | $65,186,598 | -$2,460,329 | -3.64% | |
| Edmond De Rothschild Holding S.A. | 0.81% | 656,662 | $61,056,432 | $58,836,915 | -$2,219,517 | -3.64% | |
| Fil Ltd | 0.04% | 612,968 | $57,110,229 | $54,921,933 | -$2,188,296 | -3.83% | |
| Lpl Financial Llc | 0.01% | 611,166 | $56,826,191 | $54,760,474 | -$2,065,717 | -3.64% | |
| Summit Trail Advisors, Llc | 0.63% | 540,360 | $50,242,705 | $48,416,256 | -$1,826,449 | -3.64% | |
| Ubs Group Ag | 0.01% | 538,544 | $50,073,821 | $48,253,542 | -$1,820,279 | -3.64% | |
| Itau Unibanco Holding S.A. | 0.95% | 520,547 | $48,400,460 | $46,641,011 | -$1,759,449 | -3.64% | |
| Tiff Advisory Services, Llc | 11.67% | 511,729 | $47,580,562 | $45,850,918 | -$1,729,644 | -3.64% | |
| Fiduciary Trust Co | 0.37% | 369,542 | $34,360,015 | $33,110,963 | -$1,249,052 | -3.64% | |
| Qube Research & Technologies Ltd | 0.04% | 349,820 | $32,526,264 | $31,343,872 | -$1,182,392 | -3.64% | |
| Horizon Investments, Llc | 0.34% | 336,166 | $31,256,715 | $30,120,474 | -$1,136,241 | -3.64% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.10% | 316,019 | $29,383,494 | $28,315,302 | -$1,068,192 | -3.64% | |
| Raymond James Financial Inc | 0.01% | 250,725 | $23,312,404 | $22,464,960 | -$847,444 | -3.64% | |
| Cerity Partners Llc | 0.03% | 245,601 | $22,835,496 | $22,005,850 | -$829,646 | -3.63% | |
| Elo Mutual Pension Insurance Co | 0.29% | 243,434 | $22,634,493 | $21,811,686 | -$822,807 | -3.64% | |
| Ledyard National Bank | 1.57% | 228,501 | $19,932,142 | $20,473,690 | +$541,548 | +2.72% | |
| Envestnet Asset Management Inc | 0.00% | 194,141 | $18,051,203 | $17,395,034 | -$656,169 | -3.64% | |
| Foundations Investment Advisors, Llc | 0.17% | 176,038 | $16,368,017 | $15,773,005 | -$595,012 | -3.64% | |
| Susquehanna International Group, Llp | 0.01% | 173,505 | $16,132,495 | $15,546,048 | -$586,447 | -3.64% | |
| Royal Bank Of Canada | 0.00% | 172,834 | $16,070,000 | $15,485,926 | -$584,074 | -3.63% | |
| Rfg Holdings, Inc. | 3.32% | 193,222 | $15,983,756 | $17,312,691 | +$1,328,935 | +8.31% | |
| Ensign Peak Advisors, Inc | 0.03% | 196,225 | $15,525,322 | $17,581,760 | +$2,056,438 | +13.25% | |
| Capital Asset Advisory Services Llc | 0.50% | 166,871 | $14,721,303 | $14,951,642 | +$230,339 | +1.56% | |
| Polymer Capital Management (Hk) Ltd | 1.43% | 151,492 | $14,085,726 | $13,573,683 | -$512,043 | -3.64% | |
| Exchange Traded Concepts, Llc | 0.06% | 154,002 | $13,433,594 | $13,798,579 | +$364,985 | +2.72% | |
| Cetera Investment Advisers | 0.01% | 138,359 | $12,864,640 | $12,396,966 | -$467,674 | -3.64% | |
| Valley Wealth Managers, Inc. | 0.67% | 134,591 | $11,740,373 | $12,059,354 | +$318,981 | +2.72% | |
| Jane Street Group, Llc | 0.01% | 119,892 | $11,147,558 | $10,742,323 | -$405,235 | -3.64% | |
| Citadel Advisors Llc | 0.01% | 113,089 | $10,515,015 | $10,132,774 | -$382,241 | -3.64% | |
| Lowe Brockenbrough & Co Inc | 0.45% | 108,102 | $10,051,551 | $9,685,939 | -$365,612 | -3.64% | |
| Astoria Portfolio Advisors Llc. | 1.39% | 88,594 | $8,237,436 | $7,938,022 | -$299,414 | -3.63% | |
| Wealthcare Advisory Partners Llc | 0.13% | 88,968 | $7,760,701 | $7,971,533 | +$210,832 | +2.72% | |
| Rockefeller Capital Management L.P. | 0.01% | 82,878 | $7,705,997 | $7,425,869 | -$280,128 | -3.64% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 81,040 | $7,535,099 | $7,261,184 | -$273,915 | -3.64% |
| Bank Of New York Mellon Corp | 0.00% | 77,442 | $7,200,554 | $6,938,803 | -$261,751 | -3.64% | |
| Wp Advisors, Llc | 1.62% | 80,651 | $7,035,190 | $7,226,330 | +$191,140 | +2.72% | |
| Uniting Wealth Partners, Llc | 1.39% | 73,585 | $6,841,969 | $6,593,216 | -$248,753 | -3.64% |
Frequently asked questions about KBWB
Who are the largest institutional holders of KBWB?
The largest institutional holders of KBWB reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Bank Of America Corp, Fisher Asset Management, Llc, Goldman Sachs Group Inc, and Migdal Insurance & Financial Holdings Ltd.. InsiderSet ranks institutional holders by their latest reported KBWB position.
What is KBWB institutional ownership?
This page tracks KBWB positions reported by institutional investment managers through SEC Form 13F. INVESCO KBW BANK ETF (KBWB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KBWB?
InsiderSet currently tracks 335 institutional managers reporting KBWB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KBWB shareholders.
How much KBWB stock do institutions own?
Institutional investment managers disclosed approximately $5.12B in KBWB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KBWB institutional ownership last updated?
The latest KBWB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KBWB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KBWB position after the reporting date.
Are institutions buying or selling KBWB?
Institutional buying and selling can be analyzed by comparing KBWB positions across consecutive 13F reporting periods. InsiderSet's KBWB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KBWB ownership changes.
How has KBWB institutional ownership changed over time?
InsiderSet tracks KBWB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.