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 $4.93B in KBWB holdings during the latest filing period.
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 $1.12B, representing an estimated gain of +2.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
325
Total Reported Value
$4.93B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$1.09B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
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 | $1,118,848,610 | +$28,741,945 | +2.64% | |
| Bank Of America Corp | 0.06% | 10,370,752 | $964,272,553 | $997,147,805 | +$32,875,252 | +3.41% | |
| Fisher Asset Management, Llc | 0.11% | 4,149,096 | $385,782,947 | $398,935,580 | +$13,152,633 | +3.41% | |
| Goldman Sachs Group Inc | 0.03% | 3,010,409 | $279,907,829 | $289,450,825 | +$9,542,996 | +3.41% | |
| Migdal Insurance & Financial Holdings Ltd. | 1.57% | 2,642,750 | $245,722,895 | $254,100,413 | +$8,377,518 | +3.41% | |
| Morgan Stanley | 0.01% | 1,820,205 | $169,242,841 | $175,012,711 | +$5,769,870 | +3.41% | |
| Wharton Business Group, Llc | 5.50% | 1,767,605 | $164,352,000 | $169,955,221 | +$5,603,221 | +3.41% | |
| Temasek Holdings (Private) Ltd | 0.42% | 1,660,256 | $154,370,603 | $159,633,614 | +$5,263,011 | +3.41% | |
| Two Sigma Investments, Lp | 0.10% | 1,368,448 | $127,238,295 | $131,576,275 | +$4,337,980 | +3.41% | |
| Annex Advisory Services, Llc | 1.20% | 756,328 | $70,323,363 | $72,720,937 | +$2,397,574 | +3.41% | |
| Wells Fargo & Company/Mn | 0.01% | 745,480 | $69,314,745 | $71,677,902 | +$2,363,157 | +3.41% | |
| Osaic Holdings, Inc. | 0.08% | 727,529 | $67,646,927 | $69,951,913 | +$2,304,986 | +3.41% | |
| Edmond De Rothschild Holding S.A. | 0.81% | 656,662 | $61,056,432 | $63,138,051 | +$2,081,619 | +3.41% | |
| Fil Ltd | 0.04% | 612,968 | $57,110,229 | $58,936,873 | +$1,826,644 | +3.20% | |
| Lpl Financial Llc | 0.01% | 611,166 | $56,826,191 | $58,763,611 | +$1,937,420 | +3.41% | |
| Summit Trail Advisors, Llc | 0.63% | 540,360 | $50,242,705 | $51,955,614 | +$1,712,909 | +3.41% | |
| Ubs Group Ag | 0.01% | 538,544 | $50,073,821 | $51,781,006 | +$1,707,185 | +3.41% | |
| Itau Unibanco Holding S.A. | 0.95% | 520,547 | $48,400,460 | $50,050,594 | +$1,650,134 | +3.41% | |
| Tiff Advisory Services, Llc | 11.67% | 511,729 | $47,580,562 | $49,202,743 | +$1,622,181 | +3.41% | |
| Meitav Investment House Ltd | 0.31% | 491,375 | $45,688,048 | $47,245,706 | +$1,557,658 | +3.41% | |
| Fiduciary Trust Co | 0.37% | 369,542 | $34,360,015 | $35,531,463 | +$1,171,448 | +3.41% | |
| Qube Research & Technologies Ltd | 0.04% | 349,820 | $32,526,264 | $33,635,193 | +$1,108,929 | +3.41% | |
| Marks Wealth, Llc | 6.77% | 336,481 | $31,286,003 | $32,352,648 | +$1,066,645 | +3.41% | |
| Horizon Investments, Llc | 0.34% | 336,166 | $31,256,715 | $32,322,361 | +$1,065,646 | +3.41% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.10% | 316,019 | $29,383,494 | $30,385,227 | +$1,001,733 | +3.41% | |
| Raymond James Financial Inc | 0.01% | 250,725 | $23,312,404 | $24,107,209 | +$794,805 | +3.41% | |
| Cerity Partners Llc | 0.03% | 245,601 | $22,835,496 | $23,614,536 | +$779,040 | +3.41% | |
| Elo Mutual Pension Insurance Co | 0.29% | 243,434 | $22,634,493 | $23,406,179 | +$771,686 | +3.41% | |
| Ledyard National Bank | 1.75% | 234,330 | $21,788,003 | $22,530,830 | +$742,827 | +3.41% | |
| Envestnet Asset Management Inc | 0.00% | 194,141 | $18,051,203 | $18,666,657 | +$615,454 | +3.41% | |
| Foundations Investment Advisors, Llc | 0.17% | 176,038 | $16,368,017 | $16,926,054 | +$558,037 | +3.41% | |
| Susquehanna International Group, Llp | 0.01% | 173,505 | $16,132,495 | $16,682,506 | +$550,011 | +3.41% | |
| Royal Bank Of Canada | 0.00% | 172,834 | $16,070,000 | $16,617,989 | +$547,989 | +3.41% | |
| Polymer Capital Management (Hk) Ltd | 1.43% | 151,492 | $14,085,726 | $14,565,956 | +$480,230 | +3.41% | |
| Rfg Holdings, Inc. | 3.49% | 175,101 | $13,853,995 | $16,835,961 | +$2,981,966 | +21.52% | |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | 140,000 | $13,017,200 | $13,461,000 | +$443,800 | +3.41% | |
| Cetera Investment Advisers | 0.01% | 138,359 | $12,864,640 | $13,303,218 | +$438,578 | +3.41% | |
| Jane Street Group, Llc | 0.01% | 119,892 | $11,147,558 | $11,527,616 | +$380,058 | +3.41% | |
| Citadel Advisors Llc | 0.01% | 113,089 | $10,515,015 | $10,873,507 | +$358,492 | +3.41% | |
| Lowe Brockenbrough & Co Inc | 0.45% | 108,102 | $10,051,551 | $10,394,007 | +$342,456 | +3.41% | |
| Valley Wealth Managers, Inc. | 0.55% | 101,904 | $9,475,034 | $9,798,070 | +$323,036 | +3.41% | |
| Ttp Investments, Inc. | 3.78% | 100,299 | $9,325,787 | $9,643,749 | +$317,962 | +3.41% | |
| Astoria Portfolio Advisors Llc. | 1.39% | 88,594 | $8,237,436 | $8,518,313 | +$280,877 | +3.41% | |
| Wealthcare Advisory Partners Llc | 0.15% | 87,489 | $8,134,704 | $8,412,067 | +$277,363 | +3.41% | |
| Rockefeller Capital Management L.P. | 0.01% | 82,878 | $7,705,997 | $7,968,720 | +$262,723 | +3.41% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 81,040 | $7,535,099 | $7,791,996 | +$256,897 | +3.41% |
| Wp Advisors, Llc | 1.81% | 80,551 | $7,489,673 | $7,744,979 | +$255,306 | +3.41% | |
| Quattro Financial Advisors Llc | 1.54% | 77,470 | $7,203,161 | $7,448,741 | +$245,580 | +3.41% | |
| Bank Of New York Mellon Corp | 0.00% | 77,442 | $7,200,554 | $7,446,048 | +$245,494 | +3.41% | |
| Uniting Wealth Partners, Llc | 1.39% | 73,585 | $6,841,969 | $7,075,198 | +$233,229 | +3.41% |
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.