INVESCO KBW BANK ETF (KBWB) Institutional Shareholders

INVESCO KBW BANK ETF (KBWB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.22B in KBWB holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of KBWB tracked by InsiderSet, reporting ownership valued at approximately $901.55M in its March 31, 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 $1.09B, representing an estimated gain of +21.42% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed KBWB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Fisher Asset Management, Llc, Goldman Sachs Group Inc, 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

306

Total Reported Value

$3.22B

Largest Holder

Bank Of America Corp

Largest Position

$901.55M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

59

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.07%11,394,678$901,546,952$1,094,686,715+$193,139,763+21.42%
Fisher Asset Management, Llc0.10%3,864,794$305,782,511$371,290,760+$65,508,249+21.42%
Goldman Sachs Group Inc0.03%2,917,590$230,839,721$280,292,871+$49,453,150+21.42%
Migdal Insurance & Financial Holdings Ltd.1.49%2,163,750$171,195,900$207,871,463+$36,675,563+21.42%
Morgan Stanley0.01%1,948,553$154,169,606$187,197,487+$33,027,881+21.42%
Wharton Business Group, Llc5.46%1,827,711$144,608,473$175,588,196+$30,979,723+21.42%
Temasek Holdings (Private) Ltd0.29%1,104,862$87,416,681$106,144,092+$18,727,411+21.42%
Two Sigma Investments, Lp0.07%1,080,548$85,492,958$103,808,246+$18,315,288+21.42%
Annex Advisory Services, Llc1.20%756,328$70,323,363$72,660,431+$2,337,068+3.32%
Osaic Holdings, Inc.0.09%738,256$58,412,349$70,924,254+$12,511,905+21.42%
Wells Fargo & Company/Mn0.01%676,010$53,485,951$64,944,281+$11,458,330+21.42%
Cornerstone Advisors, Llc1.94%665,269$52,636,083$63,912,393+$11,276,310+21.42%
Edmond De Rothschild Holding S.A.0.72%627,935$49,682,218$60,325,715+$10,643,497+21.42%
Tiff Advisory Services, Llc11.67%511,729$47,580,562$49,161,805+$1,581,243+3.32%
Meitav Investment House Ltd0.31%491,375$45,688,048$47,206,396+$1,518,348+3.32%
Summit Trail Advisors, Llc0.60%530,879$42,003,109$51,001,546+$8,998,437+21.42%
Lpl Financial Llc0.01%500,805$39,623,698$48,112,336+$8,488,638+21.42%
Ubs Group Ag0.01%492,398$38,958,530$47,304,676+$8,346,146+21.42%
Fiduciary Trust Co0.45%481,559$38,100,948$46,263,373+$8,162,425+21.42%
Fil Ltd0.03%440,559$34,857,028$42,324,503+$7,467,475+21.42%
Horizon Investments, Llc0.36%405,129$32,053,806$38,920,743+$6,866,937+21.42%
Marks Wealth, Llc6.77%336,481$31,286,003$32,325,730+$1,039,727+3.32%
Qube Research & Technologies Ltd0.03%306,846$24,277,656$29,478,695+$5,201,039+21.42%
Ledyard National Bank1.75%234,330$21,788,003$22,512,083+$724,080+3.32%
Cerity Partners Llc0.03%251,113$19,867,917$24,124,426+$4,256,509+21.42%
Royal Bank Of Canada0.00%250,587$19,826,000$24,073,893+$4,247,893+21.43%
Point72 Asset Management, L.P.0.03%210,056$16,619,631$20,180,080+$3,560,449+21.42%
Ensign Peak Advisors, Inc0.03%196,225$15,525,322$18,851,336+$3,326,014+21.42%
Rfg Holdings, Inc.3.49%175,101$13,853,995$16,821,953+$2,967,958+21.42%
Mirae Asset Global Investments Co., Ltd.0.02%140,000$13,017,200$13,449,800+$432,600+3.32%
Foundations Investment Advisors, Llc0.16%162,212$12,834,233$15,583,707+$2,749,474+21.42%
Jane Street Group, Llc0.01%160,404$12,691,164$15,410,012+$2,718,848+21.42%
Cetera Investment Advisers0.01%145,619$11,521,409$13,989,617+$2,468,208+21.42%
Raymond James Financial Inc0.00%144,343$11,420,418$13,867,032+$2,446,614+21.42%
Citadel Advisors Llc0.01%133,136$10,533,720$12,790,376+$2,256,656+21.42%
Valley Wealth Managers, Inc.0.60%118,073$9,341,935$11,343,273+$2,001,338+21.42%
Ttp Investments, Inc.3.78%100,299$9,325,787$9,635,725+$309,938+3.32%
Lowe Brockenbrough & Co Inc0.43%109,735$8,682,233$10,542,241+$1,860,008+21.42%
Astoria Portfolio Advisors Llc.1.39%88,594$8,237,436$8,511,226+$273,790+3.32%
Wealthcare Advisory Partners Llc0.15%87,489$8,134,704$8,405,068+$270,364+3.32%
Envestnet Asset Management Inc0.00%100,905$7,983,611$9,693,943+$1,710,332+21.42%
Wp Advisors, Llc1.81%80,551$7,489,673$7,738,535+$248,862+3.32%
D. E. Shaw & Co., Inc.0.01%92,999$7,358,081$8,934,414+$1,576,333+21.42%
Quattro Financial Advisors Llc1.54%77,470$7,203,161$7,442,543+$239,382+3.32%
Rockefeller Capital Management L.P.0.01%81,530$6,450,681$7,832,587+$1,381,906+21.42%
Csenge Advisory Group0.29%79,169$6,263,826$7,605,766+$1,341,940+21.42%
Bank Of New York Mellon Corp0.00%76,252$6,033,069$7,325,530+$1,292,461+21.42%
Silphium Asset Management Ltd1.91%61,006$5,672,338$5,860,846+$188,508+3.32%
Sumitomo Mitsui Trust Group, Inc.0.00%58,986$5,484,518$5,666,785+$182,267+3.32%
Ameriprise Financial Inc0.00%64,350$5,123,638$6,182,105+$1,058,467+20.66%

Frequently asked questions about KBWB

  • Who owns the most KBWB stock?

    The largest holders of KBWB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO KBW BANK ETF (KBWB).

  • Is KBWB widely held by superinvestors?

    Many widely followed stocks like KBWB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KBWB is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.