INVESCO KBW REGIONAL BANKING (KBWR) Institutional Shareholders
INVESCO KBW REGIONAL BANKING (KBWR) 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 $16.84M in KBWR holdings during the latest filing period.
Byrne Financial Freedom, Llc is currently the largest disclosed institutional shareholder of KBWR tracked by InsiderSet, reporting ownership valued at approximately $5.23M 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 $5.67M, representing an estimated gain of +8.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed KBWR value among the investors covered in this analysis. Major shareholders include Byrne Financial Freedom, Llc, Jane Street Group, Llc, Brown Advisory Inc, and several other long-term asset managers with concentrated positions in INVESCO KBW REGIONAL BANKING (KBWR).
This page ranks the largest institutional KBWR 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
31
Total Reported Value
$16.84M
Largest Holder
Byrne Financial Freedom, Llc
Largest Position
$5.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Byrne Financial Freedom, Llc | 2.04% | 81,841 | $5,232,634 | $5,672,629 | +$439,995 | +8.41% | |
| Jane Street Group, Llc | 0.00% | 28,014 | $1,791,117 | $1,941,729 | +$150,612 | +8.41% | |
| Brown Advisory Inc | 0.00% | 25,130 | $1,606,724 | $1,741,831 | +$135,107 | +8.41% | |
| Susquehanna International Group, Llp | 0.00% | 24,103 | $1,541,062 | $1,670,646 | +$129,584 | +8.41% | |
| Citadel Advisors Llc | 0.00% | 20,344 | $1,300,724 | $1,410,100 | +$109,376 | +8.41% | |
| Lpl Financial Llc | 0.00% | 19,127 | $1,222,900 | $1,325,746 | +$102,846 | +8.41% | |
| Morgan Stanley | 0.00% | 15,106 | $965,825 | $1,047,039 | +$81,214 | +8.41% | |
| Hrt Financial Lp | 0.00% | 11,529 | $737,000 | $799,107 | +$62,107 | +8.43% | |
| Two Sigma Investments, Lp | 0.00% | 6,500 | $415,587 | $450,533 | +$34,946 | +8.41% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 6,424 | $410,791 | $445,265 | +$34,474 | +8.39% | |
| Fmr Llc | 0.00% | 5,029 | $321,518 | $348,574 | +$27,056 | +8.42% | |
| Family Manage Llc | 0.03% | 4,171 | $266,679 | $289,104 | +$22,425 | +8.41% | |
| Raymond James Financial Inc | 0.00% | 3,764 | $240,632 | $260,893 | +$20,261 | +8.42% | |
| Royal Bank Of Canada | 0.00% | 3,257 | $208,000 | $225,752 | +$17,752 | +8.53% | |
| Bank Of America Corp | 0.00% | 3,146 | $201,143 | $218,058 | +$16,915 | +8.41% | |
| Ubs Group Ag | 0.00% | 1,863 | $119,115 | $129,130 | +$10,015 | +8.41% | |
| Osaic Holdings, Inc. | 0.00% | 1,764 | $112,789 | $122,268 | +$9,479 | +8.40% | |
| Cherry Tree Wealth Management, Llc | 0.01% | 500 | $31,969 | $34,656 | +$2,687 | +8.41% | |
| Rothschild Investment Llc | 0.00% | 400 | $25,575 | $27,725 | +$2,150 | +8.41% | |
| Capital Analysts, Llc | 0.00% | 364 | $23,000 | $25,230 | +$2,230 | +9.70% | |
| Wilmington Savings Fund Society, Fsb | 0.00% | 300 | $19,181 | $20,794 | +$1,613 | +8.41% | |
| Blair William & Co/Il | 0.00% | 241 | $15,409 | $16,704 | +$1,295 | +8.41% | |
| Parallel Advisors, Llc | 0.00% | 140 | $8,951 | $9,704 | +$753 | +8.41% | |
| Anchor Investment Management, Llc | 0.00% | 120 | $7,672 | $8,318 | +$646 | +8.41% | |
| Sunbelt Securities, Inc. | 0.00% | 57 | $3,872 | $3,951 | +$79 | +2.04% | |
| N.E.W. Advisory Services Llc | 0.00% | 56 | $3,580 | $3,882 | +$302 | +8.42% | |
| Cwm, Llc | 0.00% | 49 | $3,329 | $3,396 | +$67 | +2.02% | |
| Caldwell Sutter Capital, Inc. | 0.00% | 50 | $3,197 | $3,466 | +$269 | +8.40% | |
| Murphy & Mullick Capital Management Corp | 0.00% | 10 | $639 | $693 | +$54 | +8.47% | |
| Russell Investments Group, Ltd. | 0.00% | 4 | $256 | $277 | +$21 | +8.30% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $33 | $69 | +$36 | +110.04% |
Frequently asked questions about KBWR
Who owns the most KBWR stock?
The largest holders of KBWR 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 REGIONAL BANKING (KBWR).
Is KBWR widely held by superinvestors?
Many widely followed stocks like KBWR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KBWR 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.