Effectdossier · gearchiveerd kwartaal
PWB
Invesco Large Cap Growth ETF · Financial Services · Asset Management
44Gevolgde houders
+1Δ houders
5.42MGehouden aandelen
$681.86MGerapporteerde waarde
+2Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.3% ·
aandelenstroom +11.7% ·
netto nieuwe posities +2.3%
— 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 | 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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.62M | +18.2% | $204.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 826.97K | +0.6% | $104.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 826.97K | +0.6% | $104.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 826.97K | +0.6% | $104.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 661.45K | +38.1% | $83.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 661.45K | +38.1% | $83.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 442.99K | +1.4% | $55.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 442.99K | +1.4% | $55.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 241.31K | +15.1% | $30.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 164.67K | -13.5% | $20.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 164.67K | -13.5% | $20.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 138.87K | +21.9% | $17.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 135.62K | +8.7% | $17.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 135.62K | +8.7% | $17.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 135.62K | +8.7% | $17.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 115.37K | -9.2% | $14.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 115.37K | -9.2% | $14.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 106.53K | 0.0% | $13.42M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 100.67K | +8.9% | $12.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 99.84K | -11.9% | $12.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 90.43K | +53.7% | $11.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 90.43K | +53.7% | $11.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 86.69K | -1.6% | $10.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 86.69K | -1.6% | $10.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 74.92K | +12.8% | $9.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 69.65K | -1.3% | $8.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 69.20K | +175.7% | $8.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Cetera Investment Advisers | 66.50K | +23.1% | $8.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 62.71K | -1.4% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 53.10K | +12.7% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 47.82K | -0.5% | $6.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 24.21K | +2.4% | $3.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Mariner, LLC | 22.00K | -54.7% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mariner, LLC | 22.00K | -54.7% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 15.48K | +2995.6% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 13.11K | +111.8% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 11.19K | -0.9% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 11.19K | -0.9% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 6.61K | -2.2% | $832,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 6.61K | -2.2% | $832,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 6.61K | -2.2% | $832,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 6.61K | -2.2% | $832,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Creative Planning | 6.38K | -6.9% | $803,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 5.27K | +120.5% | $638,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 5.27K | +120.5% | $638,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 5.27K | +120.5% | $638,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 5.27K | +120.5% | $638,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 4.77K | -15.7% | $600,489 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Blair William & Co/Il | 4.44K | -5.5% | $559,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 4.03K | Nieuw | $507,624 | 0.0% | New | 1 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 3.89K | -1.3% | $490,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mercer Global Advisors Inc /Adv | 3.62K | +19.1% | $455,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Focus Partners Wealth | 2.39K | -7.7% | $300,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Wealth Enhancement Advisory… | 2.31K | -14.5% | $297,074 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | CIBC Bancorp USA Inc. | 2.34K | — | $294,424 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | CIBC Bancorp USA Inc. | 2.34K | — | $294,424 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Cerity Partners LLC | 2.27K | -1.8% | $285,231 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 2.10K | Nieuw | $264,957 | 0.0% | New | 1 | SEC ↗ |
| 59 | Lido Advisors, LLC | 1.78K | -32.4% | $223,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Assetmark, Inc | 1.04K | +111.6% | $130,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Citigroup Inc | 1.01K | 0.0% | $126,937 | 0.0% | Held | 2 | SEC ↗ |
| 62 | BlackRock ✦ (passief) | 686 | 0.0% | $86,388 | 0.0% | Held | 4 | SEC ↗ |
| 63 | Us Bancorp \De\ | 602 | 0.0% | $75,810 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Quantinno Capital Management… | $507,624 | 0.0% |
| UBS AM, a distinct business… | $264,957 | 0.0% |
Verlaten
| Corient Private Wealth LP | $406,490 | 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: Q1 2026 ·
Methodologie ·
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