13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
KBWB

Invesco KBW Bank ETF

291 institutions still hold Invesco KBW Bank ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138e628·291 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.8%
vs prior quarter
13F value held
$3.2B
58.0% inst. owned
of float
Holders
291
-117 QoQ
filers reporting
Activity
+71 / −111
+940 added · −890 reduced
this quarter
Concentration
27.92%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

291 institutions reported KBWB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 27.9% of the visible book. -117 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$902M11.4M0.07%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$631M8.3M0.04%Q1 202603
Fisher Asset Management, LLC
CIK 0000850529
$306M3.9M0.10%Q1 202604
GOLDMAN SACHS GROUP INC
CIK 0000886982
$231M2.9M0.03%Q1 202605
Migdal Insurance & Financial Holdings Ltd.
CIK 0001415912
$171M2.2M1.48%Q1 202606
MORGAN STANLEY
CIK 0000895421
$154M1.9M0.01%Q1 202607
Wharton Business Group, LLC
CIK 0001513126
$145M1.8M5.46%Q1 202608
Temasek Holdings (Private) Ltd
CIK 0001021944· Sovereign
$87M1.1M0.29%Q1 202609
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$85M1.1M0.07%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$58M738K0.09%Q1 202611
BOOTHBAY FUND MANAGEMENT, LLC
CIK 0001549230
$58M733K0.75%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$53M676K0.01%Q1 202613
Cornerstone Advisors, LLC
CIK 0001775446
$53M665K1.94%Q1 202614
EDMOND DE ROTHSCHILD HOLDING S.A.
CIK 0001649647
$50M628K0.72%Q1 202615
UBS Group AG
CIK 0001610520
$43M548K0.01%Q1 202616
Summit Trail Advisors, LLC
CIK 0001698478
$42M531K0.60%Q1 202617
TIFF ADVISORY SERVICES, LLC
CIK 0001271347
$41M523K9.32%Q1 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$41M513K0.00%Q1 202619
LPL Financial LLC
CIK 0001403438
$40M501K0.01%Q1 202620
FIDUCIARY TRUST CO
CIK 0000035442
$38M482K0.45%Q1 2026
Page 1 of 15
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