Effectdossier · gearchiveerd kwartaal
EWL
iShares MSCI Switzerland ETF · Financial Services · Asset Management
56Gevolgde houders
+1Δ houders
8.78MGehouden aandelen
$515.27MGerapporteerde waarde
+5Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +1.8% ·
aandelenstroom -11.9% ·
netto nieuwe posities +1.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 85.81K | $5.06M | n/a | −1 |
| Q2 2026 | 55 | +1 | 15.33M | $963.87M | +3 | −3 |
| Q1 2026 | 56 | +1 | 8.78M | $515.27M | +5 | −4 |
| Q4 2025 | 55 | 0 | 9.97M | $597.12M | +1 | −1 |
| Q3 2025 | 9 | 0 | 4.72M | $260.94M | n/a | n/a |
| Q2 2025 | 6 | +2 | 2.94M | $161.08M | +2 | n/a |
| Q1 2025 | 2 | 0 | 54.01K | $2.80M | n/a | n/a |
| Q4 2024 | 2 | 0 | 37.39K | $1.72M | n/a | n/a |
| Q3 2024 | 2 | -1 | 66.52K | $3.47M | n/a | −1 |
| Q2 2024 | 3 | n/a | 52.33K | $2.52M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.11M | +6.2% | $123.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Fisher Asset Management ✦ | 1.11M | -4.5% | $65.52M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.06M | +6.2% | $62.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Allspring Global Investments… | 951.17K | -21.2% | $55.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 898.23K | +131.5% | $52.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | BlackRock ✦ (passief) | 501.83K | -66.9% | $29.51M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 7 | JPMorgan Chase ✦ | 322.18K | -52.0% | $18.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 8 | Lido Advisors, LLC | 293.51K | +156.4% | $17.26M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Bank Julius Baer & Co. Ltd, Zurich | 287.12K | +20.8% | $16.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 185.19K | -2.3% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS AM, a distinct business unit of… | 125.03K | +502.0% | $7.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 124.24K | +21.5% | $7.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | HighTower Advisors, LLC | 102.02K | -26.5% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | TD Waterhouse Canada Inc. | 70.66K | +10.1% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 57.04K | -9.6% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 56.77K | -77.9% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 17 | Goldman Sachs Group ✦ | 50.82K | -41.6% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Creative Planning | 48.01K | -9.5% | $2.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Hsbc Holdings Plc | 45.37K | -28.9% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 39.37K | +2.7% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 36.21K | -72.6% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Cibc World Market Inc. | 28.20K | +11.2% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Corient Private Wealth LP | 36.33K | -29.0% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 19.66K | +41.5% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 18.80K | -2.3% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 18.55K | +1.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 18.16K | +6.4% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 28 | Fidelity (FMR) ✦ | 15.05K | +12.4% | $885,355 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 29 | Cetera Investment Advisers | 13.72K | +1.7% | $806,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 13.51K | +5.5% | $794,628 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Bank Of Montreal /Can/ | 13.01K | 0.0% | $764,824 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Invesco Ltd. | 12.86K | +45.8% | $756,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 9.51K | -10.4% | $559,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 8.34K | -19.8% | $490,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Hrt Financial Lp | 8.10K | Nieuw | $476,000 | 0.0% | New | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 7.28K | +15.4% | $414,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 6.54K | 0.0% | $384,559 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 6.32K | -5.7% | $372,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 5.60K | -2.5% | $329,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 5.50K | -0.8% | $316,142 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Wealthfront Advisers LLC | 5.11K | Nieuw | $300,578 | 0.0% | New | 1 | SEC ↗ |
| 42 | Stifel Financial Corp | 4.96K | +2.2% | $291,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cerity Partners LLC | 4.76K | -17.4% | $279,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mariner, LLC | 4.59K | +30.5% | $269,828 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | First Manhattan Co. Llc. | 4.51K | +25.6% | $265,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Renaissance Technologies ✦ | 4.40K | -87.3% | $258,764 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 3.86K | 0.0% | $227,065 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Fifth Third Bancorp | 3.43K | Nieuw | $201,976 | 0.0% | New | 1 | SEC ↗ |
| 49 | Cwm, Llc | 1.65K | -7.2% | $96,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bnp Paribas Financial Markets | 487 | 0.0% | $28,640 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Rhumbline Advisers | 320 | 0.0% | $18,819 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Blair William & Co/Il | 245 | Nieuw | $14,408 | 0.0% | New | 1 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 160 | +53.9% | $9,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Barclays Plc | 24 | -97.7% | $1,411 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Simplex Trading, Llc | 21 | Nieuw | $1,235 | 0.0% | New | 1 | SEC ↗ |
| 56 | Toronto Dominion Bank | 5 | 0.0% | $294 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Hrt Financial Lp | $476,000 | 0.0% |
| Wealthfront Advisers LLC | $300,578 | 0.0% |
| Fifth Third Bancorp | $201,976 | 0.0% |
| Blair William & Co/Il | $14,408 | 0.0% |
| Simplex Trading, Llc | $1,235 | 0.0% |
Verlaten
| Qube Research & Technologies… | $5.56M | was 0.0% |
| Jane Street Group, Llc | $1.74M | was 0.0% |
| D. E. Shaw & Co. | $1.13M | was 0.0% |
| Mirae Asset Global… | $638,574 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 186 houders, 14.62M aandelen, $810.42M 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 het vaakst nog meer 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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