KBWB — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026
Who owns Invesco Exch Traded Fd Tr II (KBWB)? 20 institutions reported holding $40.67M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ayalon Insurance Comp Ltd. ($15.1M), Valley Wealth Managers, Inc. ($11.7M), Central Pacific Bank - Trust Division ($3.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ayalon Insurance Comp Ltd. | $15.1M | 172,700 | Added |
| 2 | VALLEY WEALTH MANAGERS, INC. | $11.7M | 134,591 | Added |
| 3 | Central Pacific Bank - Trust Division | $3.2M | 36,260 | Added |
| 4 | JUNCTURE WEALTH STRATEGIES, LLC | $2.8M | 32,149 | Added |
| 5 | Farther Finance Advisors, LLC | $1.8M | 20,523 | Trimmed |
| 6 | EASTERN BANK | $1.8M | 20,152 | Trimmed |
| 7 | PUFF WEALTH MANAGEMENT, LLC | $1.2M | 13,796 | Added |
| 8 | City Center Advisors, LLC | $1.0M | 11,732 | Added |
| 9 | ROCKLAND TRUST CO | $972,789 | 11,152 | Added |
| 10 | Elm3 Financial Group, LLC | $296,952 | 3,404 | New |
| 11 | SAPIENT CAPITAL LLC | $242,412 | 2,779 | Hold |
| 12 | Hardin Capital Partners, LLC | $240,508 | 2,757 | New |
| 13 | MRA Advisory Group | $213,194 | 2,444 | Added |
| 14 | Acropolis Investment Management, LLC | $136,254 | 1,562 | Hold |
| 15 | CoreCap Advisors, LLC | $15,527 | 178 | Trimmed |
| 16 | AMERICAN NATIONAL BANK & TRUST | $2,704 | 31 | Hold |
| 17 | MassMutual Private Wealth & Trust, FSB | $1,047 | 12 | New |
| 18 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 19 | CX Institutional | $0 | 0 | Exited |
| 20 | Planning Strategies Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30