Effectdossier · gearchiveerd kwartaal
PWB
Invesco Large Cap Growth ETF · Financial Services · Asset Management
42Gevolgde houders
-1Δ houders
4.85MGehouden aandelen
$616.42MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.3% ·
aandelenstroom +0.2% ·
netto nieuwe posities -2.4%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +2 | 6.33M | $1.07B | +3 | −1 |
| Q1 2026 | 44 | +1 | 5.42M | $681.86M | +2 | −1 |
| Q4 2025 | 42 | -1 | 4.85M | $616.42M | — | −1 |
| Q3 2025 | 7 | -1 | 970.02K | $121.66M | — | −1 |
| Q2 2025 | 5 | +2 | 63.27K | $7.43M | +2 | — |
| Q1 2025 | 1 | 0 | 3.42K | $328,649 | — | — |
| Q4 2024 | 1 | -1 | 3.42K | $348,147 | — | −1 |
| Q3 2024 | 2 | +2 | 9.47K | $934,522 | +2 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.37M | — | $174.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 822.43K | -0.9% | $104.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 822.43K | -0.9% | $104.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 822.43K | -0.9% | $104.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 478.92K | — | $60.88M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 478.92K | — | $60.88M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 437.03K | — | $55.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 437.03K | — | $55.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 209.57K | — | $26.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 190.34K | — | $24.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 126.99K | — | $16.14M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 126.99K | — | $16.14M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 124.83K | — | $15.87M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 124.83K | — | $15.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 124.83K | — | $15.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 113.91K | — | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 113.37K | — | $14.41M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 106.53K | +18.4% | $13.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 92.44K | — | $11.75M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 88.14K | — | $11.20M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 70.56K | — | $8.97M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 66.43K | — | $8.44M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 63.59K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 58.82K | — | $7.48M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 58.82K | — | $7.48M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 54.02K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 48.56K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 48.56K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 48.05K | — | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 47.12K | — | $5.99M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 25.10K | +10.6% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 23.64K | +20.4% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 11.29K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 11.29K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 11.29K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 6.86K | — | $871,569 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 6.76K | — | $858,819 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 6.76K | — | $858,819 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 6.76K | — | $858,819 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 6.76K | — | $858,819 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 6.19K | — | $787,065 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 5.65K | — | $718,609 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 4.70K | — | $597,428 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 3.94K | — | $501,170 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Corient Private Wealth LP | 3.19K | — | $406,490 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Corient Private Wealth LP | 3.19K | — | $406,490 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 3.04K | — | $386,160 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 2.71K | — | $357,167 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Lido Advisors, LLC | 2.63K | — | $333,156 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Focus Partners Wealth | 2.59K | — | $327,775 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 2.39K | -48.5% | $303,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 2.39K | -48.5% | $303,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 2.39K | -48.5% | $303,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 2.31K | — | $293,243 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Citigroup Inc | 1.01K | — | $128,127 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | BlackRock ✦ (passief) | 686 | 0.0% | $87,197 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Us Bancorp \De\ | 602 | — | $76,520 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Fifth Third Bancorp | 500 | — | $63,555 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 490 | — | $62,284 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| AQR Capital Management | $331,192 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 220 houders, 8.63M aandelen, $1.05B 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: Q4 2025 ·
Methodologie ·
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