ETF Holders

Who owns KBWB?

Sector

Invesco KBW Bank ETF · Invesco

339 institutions reported holding KBWB, worth $5.1B, in Form 13F filings for June 30, 2026.

13F holders
339
Institutional value
$5.1B
Change from prior quarter
+35.2%
+$1.3B, with price moves
New and sold-out firms
75 / 31
106 added, 94 trimmed

Top 10 institutional holders of KBWB

FirmLocationValueSharesChange
JPMorgan Chase & CoNew York, NY$1.1B11,636,491+3,375,496 shares
Bank of America Corp.Charlotte, NC$964.3M10,370,752−1,023,926 shares
Fisher Asset Management, LLCPlano, TX$385.8M4,149,096+284,302 shares
Goldman Sachs Group Inc.New York, NY$279.9M3,010,409+92,819 shares
Migdal Insurance & Financial Holdings Ltd.Petach Tikva, Israel$245.7M2,642,750+479,000 shares
Clal Insurance Enterprises Holdings LtdTel-Aviv, Israel$179.5M1,930,000+509,000 shares
Morgan StanleyNew York, NY$169.2M1,820,205−128,348 shares
Wharton Business Group, LLCMalvern, PA$164.4M1,767,605−60,106 shares
Temasek Holdings (Private) LtdSingapore, Singapore$154.4M1,660,256+555,394 shares
Two Sigma Investments, LPNew York, NY$127.2M1,368,448+287,900 shares
329 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns KBWB?

339 institutional managers reported holding KBWB in Form 13F filings for June 30, 2026, worth $5.1B in total. The largest reported position was held by JPMorgan Chase & Co, at $1.1B.

Did institutions buy or sell KBWB last quarter?

Reported 13F value rose 35.2% from March 31, 2026, which includes price moves as well as buying and selling. 75 firms reported a new position and 31 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is KBWB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.