Who Owns INVESCO EXCH TRADED FD TR II (KBWR)? -- Institutional Holders (2026-03-31)
43 institutions reported holding $14.9M of INVESCO EXCH TRADED FD TR II (KBWR) in SEC 13F filings for 2026-03-31. Largest institutional holders: BYRNE FINANCIAL FREEDOM, LLC ($5.7M), BROWN ADVISORY INC ($1.7M), LPL Financial LLC ($1.4M), MORGAN STANLEY ($1.0M), JANE STREET GROUP, LLC ($944,338). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BYRNE FINANCIAL FREEDOM, LLC | $5.7M | 82,634 | Added |
| 2 | BROWN ADVISORY INC | $1.7M | 25,130 | Hold |
| 3 | LPL Financial LLC | $1.4M | 20,015 | Added |
| 4 | MORGAN STANLEY | $1.0M | 15,155 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $944,338 | 13,792 | New |
| 6 | CITADEL ADVISORS LLC | $461,556 | 6,741 | New |
| 7 | Accredited Investors Inc. | $444,644 | 6,494 | Trimmed |
| 8 | Pinnacle Financial Partners, Inc. | $438,899 | 6,406 | Added |
| 9 | Corient Private Wealth LLC | $390,900 | 6,000 | Trimmed |
| 10 | FMR LLC | $349,232 | 5,101 | New |
| 11 | TWO SIGMA INVESTMENTS, LP | $342,350 | 5,000 | New |
| 12 | RAYMOND JAMES FINANCIAL INC | $304,685 | 4,450 | New |
| 13 | CAPTRUST FINANCIAL ADVISORS | $293,531 | 4,287 | New |
| 14 | Family Management Corp | $285,588 | 4,171 | Hold |
| 15 | GOLDMAN SACHS GROUP INC | $222,185 | 3,245 | New |
| 16 | Royal Bank of Canada | $153,000 | 2,233 | Added |
| 17 | OSAIC HOLDINGS, INC. | $132,281 | 1,932 | Trimmed |
| 18 | PNC Financial Services Group, Inc. | $86,409 | 1,262 | Hold |
| 19 | Cherry Tree Wealth Management, LLC | $34,235 | 500 | Hold |
| 20 | ROTHSCHILD INVESTMENT LLC | $27,388 | 400 | Hold |
| 21 | Capital Analysts, LLC | $25,000 | 364 | Hold |
| 22 | MAI Capital Management | $24,650 | 360 | Hold |
| 23 | Advisory Services Network, LLC | $20,541 | 300 | New |
| 24 | BRYN MAWR TRUST Co | $20,541 | 300 | Hold |
| 25 | UBS Group AG | $20,267 | 296 | Added |
Source: SEC Form 13F filings · as of 2026-03-31