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Invesco KBW Regional Banking (KBWR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
NEW
Shares6,519
Change+6,519
Value$441
Filed 2026-11-02
US Bancorp \de\
NEW
Shares500
Change+500
Value$33.8K
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$33.8K (+$1.8K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.3K (+$1.1K)
Filed 2026-10-23
Parallel Advisors, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$9.5K (+$515)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$676 (+$37)
Filed 2026-11-02
Byrne Financial Freedom, LLC
N/A
Shares— from 81,841
Change-81,841 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,014
Change-28,014 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 25,130
Change-25,130 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,103
Change-24,103 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,344
Change-20,344 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 19,127
Change-19,127 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,106
Change-15,106 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,529
Change-11,529 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,424
Change-6,424 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Blair William & Co
N/A
Shares— from 241
Change-241 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
NEW6,519—+6,519——$441—2026-11-02
US Bancorp \de\
NEW500—+500——$33.8K—2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED50050000%$32.0K$33.8K+$1.8K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED30030000%$19.2K$20.3K+$1.1K2026-10-23
Parallel Advisors, LLC
UNCHANGED14014000%$9.0K$9.5K+$5152026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED101000%$639$676+$372026-11-02
Byrne Financial Freedom, LLC
N/A—81,841-81,841-100%$5.2M———
Jane Street Group, LLC
N/A—28,014-28,014-100%$1.8M———
Brown Advisory Inc
N/A—25,130-25,130-100%$1.6M———
Susquehanna International Group, LLP
N/A—24,103-24,103-100%$1.5M———
Citadel Advisors LLC
N/A—20,344-20,344-100%$1.3M———
LPL Financial LLC
N/A—19,127-19,127-100%$1.2M———
Morgan Stanley
N/A—15,106-15,106-100%$965.8K———
HRT Financial LP
N/A—11,529-11,529-100%$737.0K———
Two Sigma Investments, LP
N/A—6,500-6,500-100%$415.6K———
Pinnacle Financial Partners, Inc.
N/A—6,424-6,424-100%$410.8K———
FMR LLC
N/A—5,029-5,029-100%$321.5K———
Family Manage LLC
N/A—4,171-4,171-100%$266.7K———
Raymond James Financial Inc
N/A—3,764-3,764-100%$240.6K———
Royal Bank of Canada
N/A—3,257-3,257-100%$208.0K———
Bank of America Corp
N/A—3,146-3,146-100%$201.1K———
UBS Group AG
N/A—1,863-1,863-100%$119.1K———
Osaic Holdings, Inc.
N/A—1,764-1,764-100%$112.8K———
Rothschild Investment LLC
N/A—400-400-100%$25.6K———
Capital Analysts, LLC
N/A—364-364-100%$23———
Blair William & Co
N/A—241-241-100%$15.4K———
Anchor Investment Management, LLC
N/A—120-120-100%$7.7K———
N.E.W. Advisory Services LLC
N/A—56-56-100%$3.6K———
Caldwell Sutter Capital, Inc.
N/A—50-50-100%$3.2K———
Russell Investments Group, Ltd.
N/A—4-4-100%$256———
Wells Fargo & Company
N/A—1-1-100%$33———
Showing 31 of 31 institutions