Who Owns INVESCO EXCH TRADED FD TR II (KBWP)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $117.7M of INVESCO EXCH TRADED FD TR II (KBWP) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($21.6M), Kingsview Wealth Management, LLC ($19.8M), REDSTONE WEALTH MANAGEMENT, LLC ($14.6M), Mutual Advisors, LLC ($11.5M), GOLDMAN SACHS GROUP INC ($5.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$21.6M170,250Trimmed
2Kingsview Wealth Management, LLC$19.8M156,199Added
3REDSTONE WEALTH MANAGEMENT, LLC$14.6M115,351Added
4Mutual Advisors, LLC$11.5M90,674Trimmed
5GOLDMAN SACHS GROUP INC$5.5M43,043Trimmed
6Cetera Investment Advisers$4.6M36,118Trimmed
7RM Financial Services, LLC$4.1M32,525Added
8MORGAN STANLEY$3.1M24,504Added
9Focus Financial Network, Inc.$3.0M23,684Trimmed
10FLOW TRADERS U.S. LLC$2.6M20,690New
11Kestra Advisory Services, LLC$2.3M18,117Added
12CITADEL ADVISORS LLC$2.3M18,071Added
13BANK OF AMERICA CORP /DE/$2.0M16,012Added
14Bright Futures Wealth Management, LLC.$2.0M15,605Trimmed
15TWO SIGMA INVESTMENTS, LP$1.8M14,000Trimmed
16ENVESTNET ASSET MANAGEMENT INC$1.8M13,848Trimmed
17MML INVESTORS SERVICES, LLC$1.6M13,013Added
18Royal Bank of Canada$1.6M12,595Trimmed
19RAYMOND JAMES FINANCIAL INC$1.3M10,195Trimmed
20MENORA MIVTACHIM HOLDINGS LTD.$1.3M10,000Added
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M8,938Trimmed
22Vanguard Capital Wealth Advisors$659,1785,200New
23Cambridge Investment Research Advisors, Inc.$658,0005,189Trimmed
24OSAIC HOLDINGS, INC.$642,9935,066Added
25RDA Financial Network$640,1635,050Hold

Source: SEC Form 13F filings · as of 2026-06-30