Effectdossier · gearchiveerd kwartaal
EQWL
Invesco S&P 100 Equal Weight ETF · Financial Services · Asset Management - Global
43Gevolgde houders
+3Δ houders
7.65MGehouden aandelen
$986.32MGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.5% ·
aandelenstroom +3.9% ·
netto nieuwe posities +7.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.00M | -0.8% | $258.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.07M | +1.5% | $138.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 781.55K | +13.5% | $100.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 781.55K | +13.5% | $100.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 781.55K | +13.5% | $100.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Cetera Investment Advisers | 638.96K | -5.9% | $82.44M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 522.81K | -3.6% | $67.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 522.81K | -3.6% | $67.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 522.81K | -3.6% | $67.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 522.26K | +13.0% | $67.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 522.26K | +13.0% | $67.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 522.26K | +13.0% | $67.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 522.26K | +13.0% | $67.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 395.13K | +22.9% | $50.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 359.36K | +46.0% | $46.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 359.36K | +46.0% | $46.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 257.71K | -8.4% | $33.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 257.71K | -8.4% | $33.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 257.71K | -8.4% | $33.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 152.33K | +2.4% | $19.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 146.01K | +17.2% | $18.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 133.88K | +4.3% | $17.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 126.02K | +5.0% | $16.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 86.06K | +7.7% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 86.06K | +7.7% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 71.58K | -30.7% | $9.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 71.58K | -30.7% | $9.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 71.58K | -30.7% | $9.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 69.21K | +4.9% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | UBS Group AG | 66.68K | +11.1% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | UBS Group AG | 66.68K | +11.1% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | UBS Group AG | 66.68K | +11.1% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 55.37K | +16.3% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 29.43K | -5.0% | $3.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 29.43K | -5.0% | $3.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 15.07K | +0.5% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 15.07K | +0.5% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 14.48K | -1.0% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 14.28K | +12.3% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 14.28K | +12.3% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Marshall Wace ✦ | 12.71K | Nieuw | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 42 | Marshall Wace ✦ | 12.71K | Nieuw | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 12.32K | +33.9% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Jane Street Group, Llc | 10.51K | -43.5% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 10.19K | -5.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 9.39K | +6.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Us Bancorp \De\ | 9.39K | +6.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Mariner, LLC | 9.37K | +9.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Mariner, LLC | 9.37K | +9.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | HighTower Advisors, LLC | 9.31K | 0.0% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Gotham Asset Management ✦ | 7.74K | 0.0% | $998,873 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 6.36K | +123.9% | $820,954 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 4.82K | -2.0% | $621,934 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 4.56K | -5.4% | $588,872 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 4.56K | -5.4% | $588,872 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Hrt Financial Lp | 4.13K | -71.0% | $532,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Captrust Financial Advisors | 3.91K | +3.8% | $504,984 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Focus Partners Wealth | 3.14K | -1.1% | $405,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Wells Fargo & Company/Mn | 2.67K | +0.8% | $344,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Wells Fargo & Company/Mn | 2.67K | +0.8% | $344,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 1.72K | Nieuw | $222,172 | 0.0% | New | 1 | SEC ↗ |
| 62 | Nuveen, LLC | 1.63K | Nieuw | $210,819 | 0.0% | New | 1 | SEC ↗ |
| 63 | BlackRock ✦ (passief) | 1.38K | -36.4% | $177,790 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 379 | 0.0% | $48,899 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 379 | 0.0% | $48,899 | 0.0% | Held | 3 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 80 | 0.0% | $10,313 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Assetmark, Inc | 39 | Nieuw | $5,032 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Marshall Wace | $1.64M | 0.0% |
| Marshall Wace | $1.64M | 0.0% |
| Quantinno Capital Management… | $222,172 | 0.0% |
| Nuveen, LLC | $210,819 | 0.0% |
| Assetmark, Inc | $5,032 | 0.0% |
Verlaten
| Simplex Trading, Llc | $13,598 | 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: Q2 2026 ·
Methodologie ·
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