Effectdossier · gearchiveerd kwartaal
EQWL
Invesco S&P 100 Equal Weight ETF · Financial Services · Asset Management - Global
41Gevolgde houders
+3Δ houders
7.36MGehouden aandelen
$847.32MGerapporteerde waarde
+5Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.9% ·
aandelenstroom +29.7% ·
netto nieuwe posities +7.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +3 | 7.65M | $986.32M | +4 | −1 |
| Q1 2026 | 41 | +3 | 7.36M | $847.32M | +5 | −2 |
| Q4 2025 | 38 | -2 | 5.68M | $670.83M | — | −2 |
| Q3 2025 | 7 | +2 | 840.53K | $96.39M | +2 | — |
| Q2 2025 | 2 | — | 4.90K | $538,530 | — | — |
| Q4 2024 | 1 | +1 | 8.22K | $840,844 | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.02M | +14.3% | $232.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.05M | +1142.3% | $121.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 688.55K | +9.8% | $79.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 688.55K | +9.8% | $79.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 688.55K | +9.8% | $79.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 678.77K | +3.4% | $78.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 542.44K | -25.1% | $62.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 542.44K | -25.1% | $62.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 462.13K | +58.3% | $53.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 462.13K | +58.3% | $53.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 462.13K | +58.3% | $53.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 321.46K | +35.7% | $36.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 281.27K | +24.8% | $32.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 281.27K | +24.8% | $32.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 281.27K | +24.8% | $32.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 246.14K | +8.8% | $28.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 246.14K | +8.8% | $28.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 148.84K | +4465.5% | $17.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 128.32K | -16.5% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 124.60K | +11.6% | $14.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 120.04K | +7.6% | $13.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 103.35K | +51.5% | $11.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 103.35K | +51.5% | $11.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 103.35K | +51.5% | $11.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 79.94K | +14.3% | $9.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 65.97K | -41.4% | $7.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 60.02K | +8.8% | $6.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 60.02K | +8.8% | $6.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 47.60K | +311.7% | $5.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 30.99K | -14.5% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 30.99K | -14.5% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 30.99K | -14.5% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 18.62K | +798.6% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 15.00K | -29.1% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 15.00K | -29.1% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 14.63K | +125.8% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Hrt Financial Lp | 14.21K | Nieuw | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 12.72K | +13.0% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 12.72K | +13.0% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 10.76K | Nieuw | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 9.30K | +121.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 9.20K | -55.7% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 8.80K | +11.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mariner, LLC | 8.54K | +117.3% | $984,564 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mariner, LLC | 8.54K | +117.3% | $984,564 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Gotham Asset Management ✦ | 7.74K | Nieuw | $892,188 | 0.0% | New | 1 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 4.92K | Nieuw | $566,808 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 4.83K | +18.1% | $556,025 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 4.83K | +18.1% | $556,025 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Cwm, Llc | 4.51K | 0.0% | $519,387 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Captrust Financial Advisors | 3.77K | 0.0% | $434,570 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Focus Partners Wealth | 3.18K | +80.8% | $362,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Qube Research & Technologies Ltd | 2.84K | -36.6% | $327,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 2.65K | +428.1% | $305,487 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 2.65K | +428.1% | $305,487 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | BlackRock ✦ (passief) | 2.17K | 0.0% | $249,495 | 0.0% | Held | 4 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 379 | -6.9% | $43,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 379 | -6.9% | $43,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Simplex Trading, Llc | 118 | Nieuw | $13,598 | 0.0% | New | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 80 | -83.2% | $9,187 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $1.64M | 0.0% |
| Fifth Third Bancorp | $1.24M | 0.0% |
| Gotham Asset Management | $892,188 | 0.0% |
| Mercer Global Advisors Inc… | $566,808 | 0.0% |
| Simplex Trading, Llc | $13,598 | 0.0% |
Verlaten
| First Trust Advisors Lp | $215,192 | was 0.0% |
| Quantinno Capital Management… | $210,443 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 184 houders, 11.63M aandelen, $1.27B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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