— Know what they know.
Not Investment Advice

KBWR Institutional Ownership

Invesco KBW Regional Banking ETF
1W: +7.8% 1M: +14.6% 3M: +26.8% YTD: +3.6% 1Y: +20.5% 3Y: +42.7% 5Y: +57.5%
$69.31
Last traded 2026-03-02 — delisted
ETF NASDAQ · AUM $48.4M

Institutional Ownership — KBWR

40
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
17M
Total Invested
6
New Positions
6
Increased
16
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (46 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BYRNE FINANCIAL FREEDOM, LLC 81,841 $6M -793 -1.0% 7Q SEC ↗
2 JANE STREET GROUP, LLC 28,014 $2M +14,222 +103.1% 2Q SEC ↗
3 BROWN ADVISORY INC 25,130 $2M — +0.0% 33Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 24,103 $2M — +0.0% 1Q SEC ↗
5 CITADEL ADVISORS LLC 20,344 $1M +13,603 +201.8% 2Q SEC ↗
6 LPL Financial LLC 19,127 $1M -888 -4.4% 33Q SEC ↗
7 MORGAN STANLEY 15,106 $1M -49 -0.3% 33Q SEC ↗
8 HRT FINANCIAL LP NEW 11,529 $799K — +0.0% 1Q SEC ↗
9 TWO SIGMA INVESTMENTS, LP 6,500 $451K +1,500 +30.0% 2Q SEC ↗
10 Pinnacle Financial Partners, Inc. 6,424 $445K +18 +0.3% 3Q SEC ↗
11 FMR LLC 5,029 $349K -72 -1.4% 2Q SEC ↗
12 Family Manage LLC 4,171 $289K — +0.0% 11Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC 3,764 $261K -686 -15.4% 2Q SEC ↗
14 ROYAL BANK OF CANADA 3,257 $226K +1,024 +45.9% 33Q SEC ↗
15 BANK OF AMERICA CORP /DE NEW 3,146 $218K — +0.0% 1Q SEC ↗
16 Integrated Wealth Concepts LLC NEW 2,482 $172K — +0.0% 1Q SEC ↗
17 UBS Group AG 1,863 $129K +1,567 +529.4% 33Q SEC ↗
18 OSAIC HOLDINGS, INC. 1,764 $122K -168 -8.7% 26Q SEC ↗
19 Cherry Tree Wealth Management, LLC 500 $35K — +0.0% 3Q SEC ↗
20 ROTHSCHILD INVESTMENT LLC 400 $28K — +0.0% 11Q SEC ↗
21 Capital Analysts, LLC 364 $25K — +0.0% 6Q SEC ↗
22 Wilmington Savings Fund Society, FSB 300 $21K — +0.0% 8Q SEC ↗
23 BLAIR WILLIAM & CO/IL 241 $17K — +0.0% 31Q SEC ↗
24 Parallel Advisors, LLC NEW 140 $10K — +0.0% 1Q SEC ↗
25 Anchor Investment Management, LLC 120 $8K — +0.0% 14Q SEC ↗
26 Sunbelt Securities, Inc. 57 $4K +1 +1.8% 13Q SEC ↗
27 N.E.W. Advisory Services LLC 56 $4K — +0.0% 6Q SEC ↗
28 CALDWELL SUTTER CAPITAL, INC. 50 $3K — +0.0% 13Q SEC ↗
29 CWM, LLC 49 $3K +1 +2.1% 3Q SEC ↗
30 Murphy & Mullick Capital Management Co 10 $1K — +0.0% 7Q SEC ↗
31 Russell Investments Group, Ltd. 4 $0K -40 -90.9% 4Q SEC ↗
32 MERCER GLOBAL ADVISORS INC /ADV NEW 2 $0K — +0.0% 1Q SEC ↗
33 WELLS FARGO & COMPANY/MN 1 $0K — +0.0% 9Q SEC ↗
34 CAPTRUST FINANCIAL ADVISORS 0 $0K -4,287 -100.0% 1Q SEC ↗
35 Advisory Services Network, LLC 0 $0K -300 -100.0% 1Q SEC ↗
36 GOLDMAN SACHS GROUP INC 0 $0K -3,245 -100.0% 1Q SEC ↗
37 Marble Harbor Investment Counsel, LLC 0 $0K -7,150 -100.0% 11Q SEC ↗
38 Princeton Global Asset Management LLC 0 $0K -2 -100.0% 2Q SEC ↗
39 Accredited Investors Inc. 0 $0K -6,494 -100.0% 12Q SEC ↗
40 Kohmann Bosshard Financial Services, L 0 $0K -182 -100.0% 2Q SEC ↗
41 Rockefeller Capital Management L.P. 0 $0K -500 -100.0% 2Q SEC ↗
42 NWAM LLC 0 $0K -6,386 -100.0% 1Q SEC ↗
43 Kestra Advisory Services, LLC 0 $0K -1,191 -100.0% 1Q SEC ↗
44 PNC FINANCIAL SERVICES GROUP, INC. 0 $0K -1,262 -100.0% 8Q SEC ↗
45 Corient Private Wealth LLC 0 $0K -6,000 -100.0% 2Q SEC ↗
46 MAI Capital Management 0 $0K -360 -100.0% 3Q SEC ↗
Biggest Increases (8)
HolderAddedChange %Total Shares
JANE STREET GROUP, LLC +14,222 +103.1% 28,014
CITADEL ADVISORS LLC +13,603 +201.8% 20,344
UBS Group AG +1,567 +529.4% 1,863
TWO SIGMA INVESTMENTS, LP +1,500 +30.0% 6,500
ROYAL BANK OF CANADA +1,024 +45.9% 3,257
Pinnacle Financial Partners, Inc. +18 +0.3% 6,424
CWM, LLC +1 +2.1% 49
Sunbelt Securities, Inc. +1 +1.8% 57
Biggest Decreases (7)
HolderReducedChange %Total Shares
LPL Financial LLC -888 -4.4% 19,127
BYRNE FINANCIAL FREEDOM, LLC -793 -1.0% 81,841
RAYMOND JAMES FINANCIAL INC -686 -15.4% 3,764
OSAIC HOLDINGS, INC. -168 -8.7% 1,764
FMR LLC -72 -1.4% 5,029
MORGAN STANLEY -49 -0.3% 15,106
Russell Investments Group, Ltd. -40 -90.9% 4

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms