Who owns Invesco KBW Bank ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of KBWB from SEC Form 13F filings across 340 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 340 institutions disclosed 55.2M shares of Invesco KBW Bank ETF worth $5.14B — about 97.9% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
340
13F holders
$5.14B
value, 2026 filers
97.9%
of shares outstanding (55.2M sh)
79
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of KBWB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 11.6M | $1.09B | 0.1% | 20.6% | +40.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 10.4M | $964.3M | 0.1% | 18.4% | -9.0% |
| 3 | Fisher Asset Management, LLC | 4.1M | $385.8M | 0.1% | 7.4% | +7.4% |
| 4 | GOLDMAN SACHS GROUP INC | 3.0M | $279.9M | 0.0% | 5.3% | +3.2% |
| 5 | Migdal Insurance & Financial Holdings Ltd. | 2.6M | $245.7M | 1.6% | 4.7% | +22.1% |
| 6 | Clal Insurance Enterprises Holdings Ltd | 1.9M | $179.5M | 0.8% | 3.4% | +35.8% |
| 7 | MORGAN STANLEY | 1.8M | $169.2M | 0.0% | 3.2% | -6.6% |
| 8 | Wharton Business Group, LLC | 1.8M | $164.4M | 5.5% | 3.1% | -3.3% |
| 9 | Temasek Holdings (Private) Ltd | 1.7M | $154.4M | 0.4% | 2.9% | +50.3% |
| 10 | TWO SIGMA INVESTMENTS, LP | 1.4M | $127.2M | 0.1% | 2.4% | +26.6% |
| 11 | Annex Advisory Services, LLC | 756,328 | $70.3M | 1.2% | 1.3% | +94.4% |
| 12 | WELLS FARGO & COMPANY/MN | 745,480 | $69.3M | 0.0% | 1.3% | +10.3% |
| 13 | OSAIC HOLDINGS, INC. | 727,529 | $67.6M | 0.1% | 1.3% | -1.5% |
| 14 | EDMOND DE ROTHSCHILD HOLDING S.A. | 656,662 | $61.1M | 0.8% | 1.2% | +4.6% |
| 15 | FIL Ltd | 612,968 | $57.1M | 0.0% | 1.1% | +39.1% |
| 16 | LPL Financial LLC | 611,166 | $56.8M | 0.0% | 1.1% | +22.0% |
| 17 | Summit Trail Advisors, LLC | 540,360 | $50.2M | 0.6% | 1% | +1.8% |
| 18 | UBS Group AG | 538,544 | $50.1M | 0.0% | 1% | +9.4% |
| 19 | Itau Unibanco Holding S.A.NEW | 520,547 | $48.4M | 0.9% | 0.9% | new |
| 20 | TIFF ADVISORY SERVICES, LLC | 511,729 | $47.6M | 11.7% | 0.9% | -2.1% |
| 21 | MEITAV INVESTMENT HOUSE LTD | 491,375 | $45.7M | 0.3% | 0.9% | +661.2% |
| 22 | Fiduciary Trust Co | 369,542 | $34.4M | 0.4% | 0.7% | -23.3% |
| 23 | Qube Research & Technologies Ltd | 349,820 | $32.5M | 0.0% | 0.6% | +14.0% |
| 24 | Marks Wealth, LLCNEW | 336,481 | $31.3M | 6.8% | 0.6% | new |
| 25 | Horizon Investments, LLC | 336,166 | $31.3M | 0.3% | 0.6% | -17.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.