Effectdossier · gearchiveerd kwartaal
PWB
Invesco Large Cap Growth ETF · Financial Services · Asset Management
45Gevolgde houders
+2Δ houders
6.33MGehouden aandelen
$1.07BGerapporteerde waarde
+3Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.7% ·
aandelenstroom +18.2% ·
netto nieuwe posities +4.4%
— 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 | 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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.92M | +18.3% | $323.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 915.16K | +10.7% | $154.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 915.16K | +10.7% | $154.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 915.16K | +10.7% | $154.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Raymond James Financial Inc | 730.76K | +10.5% | $123.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 730.76K | +10.5% | $123.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 580.69K | +31.1% | $97.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 580.69K | +31.1% | $97.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 334.05K | +38.4% | $56.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 231.53K | +156.0% | $39.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 231.53K | +156.0% | $39.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 165.76K | +0.7% | $27.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 165.76K | +0.7% | $27.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 143.10K | +5.5% | $24.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 143.10K | +5.5% | $24.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 140.05K | +0.8% | $23.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 137.85K | +29.4% | $23.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Royal Bank Of Canada | 135.43K | +17.4% | $22.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 135.43K | +17.4% | $22.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 111.49K | +11.7% | $18.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 110.34K | +47.3% | $17.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 97.53K | -3.1% | $16.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 91.10K | +31.6% | $15.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 79.58K | -8.2% | $13.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 79.58K | -8.2% | $13.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 78.01K | +17.3% | $13.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 75.09K | +41.4% | $12.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 68.25K | -2.0% | $11.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 49.44K | +3.4% | $8.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 21.98K | -9.2% | $3.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Fifth Third Bancorp | 14.85K | -4.1% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 11.10K | -0.8% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 11.10K | -0.8% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Hrt Financial Lp | 8.75K | Nieuw | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 8.17K | -37.7% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Creative Planning | 6.94K | +8.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Mariner, LLC | 6.61K | -69.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mariner, LLC | 6.61K | -69.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 5.69K | -13.9% | $958,676 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 5.69K | -13.9% | $958,676 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 5.69K | -13.9% | $958,676 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 5.69K | -13.9% | $958,676 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 5.24K | +126.5% | $850,763 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Blair William & Co/Il | 4.44K | 0.0% | $747,977 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Invesco Ltd. | 4.30K | Nieuw | $724,715 | 0.0% | New | 1 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 4.03K | 0.0% | $679,062 | 0.0% | Held | 2 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 3.89K | 0.0% | $655,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 3.62K | -0.1% | $609,151 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Northwestern Mutual Wealth… | 3.12K | -34.7% | $524,827 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Focus Partners Wealth | 2.51K | +5.0% | $422,667 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | CIBC Bancorp USA Inc. | 2.34K | 0.0% | $393,860 | 0.0% | Held | 2 | SEC ↗ |
| 57 | CIBC Bancorp USA Inc. | 2.34K | 0.0% | $393,860 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Cerity Partners LLC | 2.27K | 0.0% | $381,562 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Allspring Global Investments… | 2.20K | Nieuw | $351,142 | 0.0% | New | 1 | SEC ↗ |
| 60 | Lido Advisors, LLC | 1.64K | -7.6% | $276,611 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 1.35K | -35.9% | $227,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Assetmark, Inc | 1.05K | +1.5% | $177,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | BlackRock ✦ (passief) | 686 | 0.0% | $115,564 | 0.0% | Held | 5 | SEC ↗ |
| 64 | Us Bancorp \De\ | 602 | 0.0% | $101,413 | 0.0% | Held | 3 | 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 | $1.47M | 0.0% |
| Invesco Ltd. | $724,715 | 0.0% |
| Allspring Global Investments… | $351,142 | 0.0% |
Verlaten
| Citigroup Inc | $126,937 | 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: Q2 2026 ·
Methodologie ·
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