DOSSIER · 13F Holders · Q1 2026
KBWB

Invesco KBW Bank ETF

327 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 46138E628·327 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$3.3B
visible holders
Holders
327
filers reporting
Concentration
27.00%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

327 institutions reported KBWB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 27.0% of the visible book.

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 2026
02
JPMORGAN CHASE & CO
CIK 0000019617
$631M8.3M0.04%Q1 2026
03
Fisher Asset Management, LLC
CIK 0000850529
$306M3.9M0.10%Q1 2026
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$231M2.9M0.03%Q1 2026
05
Migdal Insurance & Financial Holdings Ltd.
CIK 0001415912
$171M2.2M1.48%Q1 2026
06
MORGAN STANLEY
CIK 0000895421
$154M1.9M0.01%Q1 2026
07
Wharton Business Group, LLC
CIK 0001513126
$145M1.8M5.46%Q1 2026
08
Clal Insurance Enterprises Holdings Ltd
CIK 0001376192
$112M1.4M0.68%Q1 2026
09
Temasek Holdings (Private) Ltd
CIK 0001021944· Sovereign
$87M1.1M0.29%Q1 2026
10
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$85M1.1M0.07%Q1 2026
11
Annex Advisory Services, LLC
CIK 0001542287
$70M756K1.20%Q2 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$58M738K0.09%Q1 2026
13
BOOTHBAY FUND MANAGEMENT, LLC
CIK 0001549230
$58M733K0.75%Q1 2026
14
WELLS FARGO & COMPANY/MN
CIK 0000072971
$53M676K0.01%Q1 2026
15
Cornerstone Advisors, LLC
CIK 0001775446
$53M665K1.94%Q1 2026
16
EDMOND DE ROTHSCHILD HOLDING S.A.
CIK 0001649647
$50M628K0.72%Q1 2026
17
MEITAV INVESTMENT HOUSE LTD
CIK 0001398346
$46M491K0.31%Q2 2026
18
UBS Group AG
CIK 0001610520
$43M548K0.01%Q1 2026
19
Summit Trail Advisors, LLC
CIK 0001698478
$42M531K0.60%Q1 2026
20
TIFF ADVISORY SERVICES, LLC
CIK 0001271347
$41M523K9.32%Q1 2026
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