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Disclosery

IGPT INVESCO EXCHANGE TRADED FD T

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AI AND NEXT GEN (fund)

199 managers (201 13F filers) reported a position in IGPT shares at 2026-06-30, 4,995,369 shares in all. 61 filers opened a position and 10 filers sold out during the quarter.

Managers
199
13F filers
201
New
61
Added
57
Reduced
26
Sold out
10
Shares held by filers
4,995,369

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG675,133$70.3M0.01%-6,38513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY568,267$59.2M<0.01%+119,11213F-HRTimelineGroup
HighTower Advisors, LLC529,127$55.1M0.05%+239,57613F-HRTimeline
LPL Financial LLC516,825$53.8M0.01%+58,07213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC275,392$28.7M0.01%-20,52213F-HRTimelineGroup
Berkshire Money Management, Inc.224,341$23.4M2.13%-10,21113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/163,491$17M<0.01%+9,74013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC149,873$15.6M<0.01%+56,03913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP156,993$15.5M0.01%+40,09013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…147,342$15.3M0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,973$13.5M0.02%+18,88013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,148$10.5M<0.01%-16,01313F-HRTimelineGroup
Cetera Investment Advisers79,323$8.26M0.01%+5,37513F-HRTimeline
StoneCrest Wealth Management, Inc.68,258$7.11M2.27%new13F-HRTimeline
Private Advisor Group, LLC59,431$6.19M0.03%+36,95913F-HRTimeline
Cambridge Investment Research Advisors,…53,777$5.6M0.01%+9,58813F-HR/ATimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP47,358$4.93M<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP39,168$4.08M0.01%+7,16213F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC36,886$3.84M0.16%+11,53213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,533$3.8M-8,274Timeline
Kingsview Wealth Management, LLC33,597$3.5M0.04%+7,47813F-HRTimeline
Clear Creek Financial Management, LLC32,398$3.37M0.22%+1,65413F-HRTimeline
Opus Capital Group, LLC31,653$3.29M0.32%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,656$2.77M<0.01%+11,38413F-HRTimelineGroup
Indie Asset Partners, LLC25,866$2.69M2.58%+26313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,073$2.51M<0.01%+3,56613F-HRTimelineGroup
Bay Capital Advisors, LLC21,753$2.26M1.21%-15913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,134$2.2M<0.01%+1,87513F-HRTimeline
Dynamic Advisor Solutions LLC20,922$2.18M0.06%-1,93213F-HRTimeline
M Holdings Securities, Inc.18,174$1.81M0.25%+70613F-HRTimeline
Quantinno Capital Management LP16,525$1.72M<0.01%+5,96213F-HRTimeline
Bawa N Mallick Trust16,500$1.72M0.56%+1,50013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,993$1.66M<0.01%+5,47813F-HRTimelineGroup
Soltis Investment Advisors LLC15,750$1.64M0.09%+11,81913F-HRTimeline
MML INVESTORS SERVICES, LLC15,698$1.63M<0.01%+2,80713F-HRTimeline
Nilsine Partners, LLC15,232$1.59M0.11%new13F-HRTimeline
Principle Wealth Partners LLC14,798$1.54M0.08%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC13,600$1.42M<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC13,479$1.4M0.01%-3513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,051$1.36M<0.01%+65313F-HRTimelineGroup
CoreCap Advisors, LLC12,672$1.32M0.04%-713F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,367$1.29M0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,200$1.27M0.02%+8,29313F-HRTimeline
Coppell Advisory Solutions LLC1$1.26M0.14%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC11,393$1.19M0.29%-39413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,387$1.19M<0.01%+1,09513F-HRTimelineGroup
Cresset Asset Management, LLC10,871$1.13M<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,541$1.1M0.04%+19413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,500$1.09M<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,086$998K<0.01%+2113F-HRTimeline
Creative Planningin group Creative Planning9,526$992K<0.01%+1,43013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,415$980K<0.01%-813F-HRTimeline
Pacific Sun Financial Corp9,205$958K0.4%-6513F-HRTimeline
Brookwood Investment Group LLC8,766$913K0.11%-1,28013F-HRTimeline
Mutual Advisors, LLC8,749$911K0.02%new13F-HRTimeline
Aspen Investment Management Inc8,606$896K0.24%+84513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,160$849K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,072$840K0.01%+3,87113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,874$820K<0.01%+2213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,776$809K0.01%-313F-HRTimelineGroup
Diversified Enterprises, LLC7,610$792K0.04%-1613F-HRTimeline
GTS SECURITIES LLC7,491$780K0.02%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.7,475$778K0.47%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.7,375$768K0.02%new13F-HRTimeline
Sandy Cove Advisors, LLC7,052$734K0.18%013F-HRTimeline
SeaCrest Wealth Management, LLC7,039$733K0.08%+87713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,608$688K0.01%+10813F-HRTimelineGroup
Rubicon Advisors, GP6,510$678K0.49%+26013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,384$665K0.07%new13F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding6,194$645K+2,721Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,140$639K<0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC6,000$625K0.02%013F-HRTimeline
Greenspring Advisors, LLC5,700$593K0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,330$555K<0.01%+24113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC5,301$552K0.03%+1,39513F-HRTimeline
Prospera Financial Services Inc5,291$551K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC5,289$551K<0.01%-20013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,260$548K<0.01%-36,26713F-HRTimelineGroup
NewEdge Advisors, LLC5,152$536K<0.01%+4,66213F-HRTimeline
AtlasMark Financial, Inc5,124$533K0.26%+4513F-HRTimeline
NOVEM GROUP4,852$505K0.05%+89213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,516$470K<0.01%+38413F-HRTimelineGroup
Focus Financial Network, Inc.4,480$466K0.01%+35013F-HRTimeline
FMR LLCin group FMR LLC4,463$465K<0.01%+43413F-HRTimelineGroup
Belpointe Asset Management LLC4,414$459K0.02%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,350$453K0.01%013F-HRTimeline
Collier Financial4,295$447K0.31%-7313F-HRTimeline
Acorn Wealth Advisors, LLC4,277$445K0.11%new13F-HRTimeline
National Wealth Management Group, LLC4,176$435K0.13%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,122$429K<0.01%+15513F-HRTimelineGroup
Allen Mooney & Barnes Investment Adviso…4,050$422K0.06%new13F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…3,996$416K0.09%new13F-HRTimelineGroup
LRI Investments, LLC3,855$401K0.03%013F-HRTimeline
Sovran Advisors, LLC4,731$398K0.03%+10113F-HRTimeline
WBH ADVISORY INC3,801$396K0.03%013F-HRTimeline
NewEdge Wealth, LLC3,781$394K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,750$390K<0.01%-39,45913F-HRTimelineGroup
Fortune Financial Group, Inc.3,720$387K0.3%013F-HRTimeline
MinichMacGregor Wealth Management, LLC3,633$378K0.06%new13F-HRTimeline
Sigma Planning Corp3,626$377K0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,537$368K<0.01%013F-HRTimelineGroup
PFG Investments, LLC3,442$358K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,264$340K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,259$339K<0.01%+1013F-HRTimeline
OneDigital Investment Advisors LLC3,238$337K<0.01%-23213F-HRTimeline
AE Wealth Management LLC3,170$330K<0.01%+8813F-HRTimeline
Western Wealth Management, LLC3,140$327K0.01%new13F-HRTimeline
&PARTNERS3,017$314K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,000$312K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC2,997$312K0.01%-5713F-HRTimeline
DAVENPORT & Co LLC2,945$307K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,899$302K<0.01%new13F-HRTimelineGroup
Procyon Advisors, LLC2,877$299K0.01%new13F-HRTimeline
GWN SECURITIES INC.2,836$295K0.05%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,748$286K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,715$283K<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC2,700$281K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,693$280K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC2,660$277K<0.01%new13F-HRTimeline
Berbice Capital Management LLC2,616$272K0.14%new13F-HRTimeline
Lauterbach Financial Advisors, LLC2,525$263K0.11%new13F-HRTimeline
IHT Wealth Management, LLC2,511$261K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC2,512$261K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC2,459$256K<0.01%new13F-HRTimeline
Grant Private Wealth Management Inc2,457$256K0.11%new13F-HRTimeline
Cyndeo Wealth Partners, LLC2,413$251K0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,403$250K0.01%new13F-HRTimeline
CAPITAL ADVISORS INC/OK2,400$250K<0.01%new13F-HRTimeline
Triton Wealth Management, PLLC2,570$246K0.08%new13F-HRTimeline
Sherman Wealth Management LLC2,296$239K0.18%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,210$230K<0.01%new13F-HRTimelineGroup
Western Financial Corp/CA2,207$230K0.07%new13F-HRTimeline
Dale Q Rice Investment Management Ltd2,193$228K0.12%new13F-HRTimeline
United Advisor Group, LLC2,048$213K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,035$212K<0.01%013F-HRTimeline
Regatta Research & Money Management2,008$209K0.2%13F-HRTimeline
MSH Capital Advisors LLC1,975$206K0.04%new13F-HRTimeline
Signature Equity Partners, LLC1,900$198K0.09%-8513F-HRTimeline
Founders Financial Alliance, LLC1,804$188K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,783$186K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,750$182K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,613$168K<0.01%+18713F-HRTimelineGroup
Global Retirement Partners, LLC1,596$166K<0.01%13F-HRTimeline
Integrated Wealth Concepts LLC1,451$151K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,260$131K<0.01%013F-HRTimelineGroup
Chung Wu Investment Group, LLC1,240$129K0.08%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,200$125K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.1,200$125K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,230$125K<0.01%+5413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,004$105K<0.01%013F-HRTimeline
IFG Advisory, LLC935$97.3K<0.01%+89513F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC900$93.7K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC846$88.1K<0.01%+30013F-HRTimelineGroup
Cheviot Value Management, LLC750$78.1K0.01%013F-HRTimeline
IFP Advisors, Inc722$75.2K<0.01%+6013F-HRTimeline
Indiana Trust & Investment Management Co715$74.4K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\645$67.1K<0.01%+32513F-HRTimelineGroup
GGM Financial LLC631$65.7K0.02%013F-HRTimeline
Westside Investment Management, Inc.600$62.5K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.600$62.5K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC593$61.7K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.586$61K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…575$59.9K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…573$57.4K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.539$56.1K0.01%-1013F-HRTimeline
Farther Finance Advisors, LLC536$55.8K<0.01%013F-HRTimeline
Allworth Financial LP479$49.9K<0.01%-10513F-HRTimeline
PRIVATE TRUST CO NA472$49.1K<0.01%013F-HRTimeline
Blue Trust, Inc.426$44.3K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…400$41.7K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC320$33.3K0.02%013F-HRTimeline
Parallel Advisors, LLC301$31.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd274$28.5K<0.01%+11713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …250$26K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC234$24.4K<0.01%013F-HRTimeline
NorthAvenue LLC234$24.4K0.02%013F-HRTimeline
Geneos Wealth Management Inc.224$23.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…223$23.2K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC217$22.6K<0.01%-11613F-HRTimeline
Register Financial Advisors LLC200$20.8K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC174$18.1K0.01%013F-HRTimeline
Coston, McIsaac & Partners138$14K<0.01%013F-HRTimeline
First PREMIER Bank125$13K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS124$12.9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV108$11.2K<0.01%013F-HRTimeline
Go Invest LLC105$10.9K<0.01%new13F-HRTimeline
Archer Investment Corp100$10.4K<0.01%+5013F-HR/ATimeline
Murphy & Mullick Capital Management Corp100$10.4K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$10.4K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…75$7.8K<0.01%013F-HRTimeline
Highland Investment Advisors LLC65$6.77K<0.01%13F-HRTimeline
TRUST CO OF VERMONT50$5.21K<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50$5.2K<0.01%013F-HRTimelineGroup
Harborfront Financial Group LLC44$4.58K0.02%13F-HRTimeline
CNB Bank43$4.48K<0.01%013F-HRTimeline
SHP Wealth Management39$4.1K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC22$2.25K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20$2.08K<0.01%013F-HRTimeline
HM PAYSON & CO10$1.04K<0.01%013F-HRTimeline