Who Owns INVESCO EXCH TRADED FD TR II (KBWP)? -- Institutional Holders (2026-03-31)

68 institutions reported holding $115.3M of INVESCO EXCH TRADED FD TR II (KBWP) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($23.6M), Kingsview Wealth Management, LLC ($15.7M), Mutual Advisors, LLC ($11.0M), REDSTONE WEALTH MANAGEMENT, LLC ($10.8M), Cetera Investment Advisers ($7.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$23.6M198,474Trimmed
2Kingsview Wealth Management, LLC$15.7M131,958Added
3Mutual Advisors, LLC$11.0M92,291Added
4REDSTONE WEALTH MANAGEMENT, LLC$10.8M91,046Added
5Cetera Investment Advisers$7.4M62,098Added
6GOLDMAN SACHS GROUP INC$5.3M44,376Trimmed
7TWO SIGMA INVESTMENTS, LP$5.2M43,900Trimmed
8RM Financial Services, LLC$3.8M31,819Added
9RAYMOND JAMES FINANCIAL INC$3.3M27,742Trimmed
10Focus Financial Network, Inc.$2.9M24,036Added
11MORGAN STANLEY$2.5M20,938Trimmed
12Bright Futures Wealth Management, LLC.$2.3M19,113New
13ENVESTNET ASSET MANAGEMENT INC$2.2M18,615Added
14Kestra Advisory Services, LLC$2.0M16,600Added
15BANK OF AMERICA CORP /DE/$1.7M14,250Trimmed
16UBS Group AG$1.7M13,961Trimmed
17Royal Bank of Canada$1.6M13,771Trimmed
18CITADEL ADVISORS LLC$1.3M11,082Trimmed
19MML INVESTORS SERVICES, LLC$1.2M10,474Trimmed
20SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M9,715Added
21Buska Wealth Management, LLC$1.1M9,540Trimmed
22Cambridge Investment Research Advisors, Inc.$738,0006,203Added
23RDA Financial Network$600,8585,050Hold
24Stegent Equity Advisors, Inc.$540,3914,542Trimmed
25J.W. COLE ADVISORS, INC.$518,5624,358Trimmed

Source: SEC Form 13F filings · as of 2026-03-31