Who owns KBWB
Which tracked institutional funds hold KBWB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KBWB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on KBWB is one-sided between 2026-Q1 and 2026-Q2: 109 added or opened and 37 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
KBWB’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes KBWB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in KBWB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 318 tracked filers holding KBWB, 167 increased or opened the position and 142 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in KBWB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- Marks Wealth, LLC$31M
- Baltimore-Washington Financial Advisors, Inc.$29M
- Elo Mutual Pension Insurance Co$23M
- Polymer Capital Management (HK) LTD$14M
- TTP Investments, Inc.$9M
- RENAISSANCE TECHNOLOGIES LLC$8M
Full exits 21
- Clal Insurance Enterprises Holdings Ltd$112M
- Cornerstone Advisors, LLC$53M
- D. E. Shaw & Co., Inc.$7M
- Csenge Advisory Group$6M
- HRT FINANCIAL LP$4M
- BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4M
Largest adds
- JPMORGAN CHASE & CO$459M
- Fisher Asset Management, LLC$80M
- Migdal Insurance & Financial Holdings Ltd.$75M
- Temasek Holdings (Private) Ltd$67M
- BANK OF AMERICA CORP /DE/$63M
- GOLDMAN SACHS GROUP INC$49M
Largest trims
- Point72 Asset Management, L.P.$16M
- Ensign Peak Advisors, Inc$15M
- Guardian Partners Inc.$6M
- ROYAL BANK OF CANADA$4M
- Fiduciary Trust Co$4M
- Quadcap Wealth Management, LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 11,636,491 | $1.1B | 22.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 10,370,752 | $964M | 19.8% | 2026-Q2 |
| Fisher Asset Management, LLC added | 4,149,096 | $386M | 7.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,010,409 | $280M | 5.8% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. added | 2,642,750 | $246M | 5.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,820,205 | $169M | 3.5% | 2026-Q2 |
| Wharton Business Group, LLC trimmed | 1,767,605 | $164M | 3.4% | 2026-Q2 |
| Temasek Holdings (Private) Ltd added | 1,660,256 | $154M | 3.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,368,448 | $127M | 2.6% | 2026-Q2 |
| Annex Advisory Services, LLC added | 756,328 | $70M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 745,480 | $69M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 727,529 | $68M | 1.4% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 656,662 | $61M | 1.3% | 2026-Q2 |
| FIL Ltd added | 612,968 | $57M | 1.2% | 2026-Q2 |
| LPL Financial LLC added | 611,166 | $57M | 1.2% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 540,360 | $50M | 1.0% | 2026-Q2 |
| UBS Group AG added | 538,544 | $50M | 1.0% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 520,547 | $48M | 1.0% | 2026-Q2 |
| TIFF ADVISORY SERVICES, LLC trimmed | 511,729 | $48M | 1.0% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 491,375 | $46M | 0.9% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 369,542 | $34M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 349,820 | $33M | 0.7% | 2026-Q2 |
| Marks Wealth, LLC added | 336,481 | $31M | 0.6% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 336,166 | $31M | 0.6% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. new | 316,019 | $29M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 250,725 | $23M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 245,601 | $23M | 0.5% | 2026-Q2 |
| Elo Mutual Pension Insurance Co new | 243,434 | $23M | 0.5% | 2026-Q2 |
| Ledyard National Bank trimmed | 234,330 | $22M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 194,141 | $18M | 0.4% | 2026-Q2 |
| RFG Holdings, Inc. added | 179,215 | $17M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 176,038 | $16M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 173,505 | $16M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 172,834 | $16M | 0.3% | 2026-Q2 |
| Polymer Capital Management (HK) LTD trimmed | 151,492 | $14M | 0.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 140,000 | $13M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 138,359 | $13M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 119,892 | $11M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 113,089 | $11M | 0.2% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC trimmed | 108,102 | $10M | 0.2% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. trimmed | 101,904 | $9M | 0.2% | 2026-Q2 |
| TTP Investments, Inc. new | 100,299 | $9M | 0.2% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 88,594 | $8M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 87,489 | $8M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 82,878 | $8M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 81,040 | $8M | 0.2% | 2026-Q2 |
| WP Advisors, LLC trimmed | 80,551 | $7M | 0.2% | 2026-Q2 |
| QUATTRO FINANCIAL ADVISORS LLC trimmed | 77,470 | $7M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 77,442 | $7M | 0.1% | 2026-Q2 |
| Uniting Wealth Partners, LLC new | 73,585 | $7M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 72,723 | $7M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 65,621 | $6M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 65,541 | $6M | 0.1% | 2026-Q2 |
| Silphium Asset Management Ltd added | 61,006 | $6M | 0.1% | 2026-Q2 |
| Hobbs Group Advisors, LLC added | 60,166 | $6M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 58,986 | $5M | 0.1% | 2026-Q2 |
| First International Bank of Israel Ltd. added | 58,968 | $5M | 0.1% | 2026-Q2 |
| Vermillion & White Wealth Management Group, LLC added | 57,231 | $5M | 0.1% | 2026-Q2 |
| XP Advisory US, Inc. new | 54,941 | $5M | 0.1% | 2026-Q2 |
| SSI INVESTMENT MANAGEMENT LLC trimmed | 54,391 | $5M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC new | 54,299 | $5M | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 53,562 | $5M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 51,824 | $5M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 51,792 | $5M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 44,865 | $4M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 44,487 | $4M | 0.1% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 42,923 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 41,853 | $4M | 0.1% | 2026-Q2 |
| Delos Wealth Advisors, LLC added | 41,242 | $4M | 0.1% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 41,105 | $4M | 0.1% | 2026-Q2 |
| Guardian Partners Inc. trimmed | 40,600 | $4M | 0.1% | 2026-Q2 |
| ProVise Management Group, LLC trimmed | 39,205 | $4M | 0.1% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. added | 38,670 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 36,391 | $3M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 35,499 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 34,397 | $3M | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 33,029 | $3M | 0.1% | 2026-Q2 |
| JUNCTURE WEALTH STRATEGIES, LLC trimmed | 32,091 | $3M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 30,814 | $3M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 30,475 | $3M | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC new | 30,027 | $3M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 27,299 | $3M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 27,153 | $3M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 26,805 | $2M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 25,464 | $2M | 0.0% | 2026-Q2 |
| Magnus Financial Group LLC added | 24,023 | $2M | 0.0% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 23,477 | $2M | 0.0% | 2026-Q2 |
| Central Pacific Bank - Trust Division trimmed | 23,155 | $2M | 0.0% | 2026-Q2 |
| Transcendent Capital Group LLC new | 22,146 | $2M | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 20,454 | $2M | 0.0% | 2026-Q2 |
| EASTERN BANK added | 20,402 | $2M | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 17,115 | $2M | 0.0% | 2026-Q2 |
| Keel Point, LLC added | 16,626 | $2M | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 16,524 | $2M | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 16,346 | $2M | 0.0% | 2026-Q2 |
| Sowell Financial Services LLC added | 16,116 | $1M | 0.0% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 16,000 | $1M | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 15,443 | $1M | 0.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 15,250 | $1M | 0.0% | 2026-Q2 |
| Independent Advisor Alliance added | 15,009 | $1M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.