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

64 institutions reported holding $62.8M of INVESCO EXCH TRADED FD TR II (KBWY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($13.9M), LPL Financial LLC ($11.6M), Fifth Third Securities, Inc. ($6.3M), TWO SIGMA INVESTMENTS, LP ($3.1M), Heartwood Wealth Advisors LLC ($2.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$13.9M747,551Added
2LPL Financial LLC$11.6M623,635Trimmed
3Fifth Third Securities, Inc.$6.3M341,155Added
4TWO SIGMA INVESTMENTS, LP$3.1M168,147Hold
5Heartwood Wealth Advisors LLC$2.9M154,504Added
6Summit Financial, LLC$2.8M149,371Added
7BANK OF AMERICA CORP /DE/$2.7M146,246Added
8AMERIPRISE FINANCIAL INC$2.5M132,441Added
9LMCG INVESTMENTS, LLC$2.3M122,341Added
10WELLS FARGO & COMPANY/MN$1.8M98,000Added
11ENVESTNET ASSET MANAGEMENT INC$1.7M94,199Added
12JANE STREET GROUP, LLC$1.6M87,669Added
13Pasadena Private Wealth, LLC$1.3M71,041New
14MassMutual Private Wealth & Trust, FSB$1.1M58,431Trimmed
15OSAIC HOLDINGS, INC.$809,18143,575Added
16JONES FINANCIAL COMPANIES LLLP$802,28142,880Added
17RAYMOND JAMES FINANCIAL INC$680,96936,670Added
18MML INVESTORS SERVICES, LLC$662,70935,687Added
19Tower Research Capital LLC (TRC)$631,08333,984Trimmed
20OneDigital Investment Advisors LLC$589,95731,769New
21D. E. Shaw & Co., Inc.$456,76624,597Trimmed
22Royal Bank of Canada$294,00015,803Added
23Sunpointe, LLC$269,17014,495Added
24Cetera Investment Advisers$257,48113,865Added
25UNITED CAPITAL FINANCIAL ADVISORS, LLC$245,64213,235Trimmed

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