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Disclosery

IGPT INVESCO EXCHANGE TRADED FD T

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AI AND NEXT GEN (fund)

147 managers (148 13F filers) reported a position in IGPT shares at 2025-12-31, 4,133,562 shares in all. 29 filers opened a position and 7 filers sold out during the quarter.

Managers
147
13F filers
148
New
29
Added
34
Reduced
28
Sold out
7
Shares held by filers
4,133,562

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 AG642,314$38.2M0.01%-144,89913F-HRTimelineGroup
LPL Financial LLC449,076$26.7M0.01%+39,15513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY412,205$24.5M<0.01%+60,44713F-HR/ATimelineGroup
JOURNEY STRATEGIC WEALTH LLC367,504$21.9M0.57%+64,44713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC304,272$18.1M<0.01%+189,74013F-HRTimelineGroup
Berkshire Money Management, Inc.245,620$14.6M1.39%+2,10513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/144,561$8.6M<0.01%-16,82413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.133,192$7.92M0.01%+9,60213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,030$7.08M<0.01%+87,88213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,489$5.74M<0.01%+22,50413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,815$5.4M0.01%new13F-HRTimelineGroup
Cetera Investment Advisers82,722$4.92M0.01%+4,86213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC80,666$4.8M<0.01%+41,73913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP52,700$3.13M<0.01%+9,70013F-HRTimelineGroup
Cambridge Investment Research Advisors,…42,372$2.52M0.01%+97313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding42,042$2.5M+1,762Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,548$2.35M<0.01%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.31,267$1.86M0.07%new13F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC28,005$1.67M0.94%013F-HRTimeline
Dynamic Advisor Solutions LLC26,849$1.6M0.05%-1,46913F-HRTimeline
Kingsview Wealth Management, LLC26,430$1.57M0.02%+2,20613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,190$1.56M<0.01%-23313F-HR/ATimelineGroup
Indie Asset Partners, LLC26,162$1.56M1.73%-1,56013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,417$1.51M<0.01%-1,70013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,725$1.36M<0.01%013F-HRTimeline
Opus Capital Group, LLC22,773$1.35M0.15%new13F-HRTimeline
Bay Capital Advisors, LLC21,966$1.31M0.8%-66213F-HRTimeline
Clear Creek Financial Management, LLC21,774$1.29M0.11%+90813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,554$1.1M<0.01%-52713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,157$1.08M<0.01%+1,99913F-HRTimelineGroup
Private Advisor Group, LLC17,151$1.02M<0.01%+47813F-HRTimeline
M Holdings Securities, Inc.16,250$966K0.07%new13F-HRTimeline
&PARTNERS15,025$894K<0.01%-1,53413F-HRTimeline
Bawa N Mallick Trust15,000$892K0.33%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC14,274$849K0.24%-17713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC13,600$809K<0.01%013F-HR/ATimelineGroup
EP Wealth Advisors, LLC13,514$804K<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,925$709K<0.01%+40913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,625$691K<0.01%+2,31613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,202$666K<0.01%+65013F-HRTimeline
Quantinno Capital Management LP10,563$628K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,340$615K<0.01%-2513F-HR/ATimelineGroup
Cresset Asset Management, LLC10,137$603K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,867$587K0.03%+66913F-HRTimeline
Pacific Sun Financial Corp9,530$567K0.27%-78013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,230$549K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,097$541K<0.01%-2,67913F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS8,926$531K<0.01%013F-HRTimeline
IFG Advisory, LLC8,775$522K0.02%-81613F-HRTimeline
SeaCrest Wealth Management, LLC7,435$466K0.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,774$462K0.01%-1413F-HRTimelineGroup
Diversified Enterprises, LLC7,626$454K0.03%013F-HRTimeline
COMERICA BANK7,536$448K<0.01%+1,44213F-HRTimeline
Aspen Investment Management Inc7,447$443K0.13%+2,82913F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC7,152$425K0.34%13F-HRTimeline
Sandy Cove Advisors, LLC7,052$419K0.12%+1,33913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,568$391K0.01%new13F-HRTimelineGroup
Rubicon Advisors, GP6,300$375K0.35%13F-HRTimeline
Proficio Capital Partners LLC6,000$357K0.03%013F-HRTimeline
Belpointe Asset Management LLC5,913$352K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC5,913$352K0.05%new13F-HRTimeline
Greenspring Advisors, LLC5,700$339K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,686$338K<0.01%-613F-HRTimelineGroup
FLOW TRADERS U.S. LLC5,662$337K0.01%-2,11813F-HRTimeline
Creative Planningin group Creative Planning5,527$329K<0.01%-1,64413F-HRTimelineGroup
Wealthspire Advisors, LLC5,489$326K<0.01%013F-HRTimeline
Providence First Trust Co5,340$318K0.11%-41,20413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,221$310K<0.01%-6813F-HRTimelineGroup
AtlasMark Financial, Inc5,079$302K0.2%+7913F-HRTimeline
Sovran Advisors, LLC4,698$293K0.02%-4613F-HRTimeline
HighTower Advisors, LLC4,897$291K<0.01%+30113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,690$279K<0.01%+52913F-HRTimelineGroup
WBH ADVISORY INC4,551$271K0.02%013F-HRTimeline
Focus Financial Network, Inc.4,430$263K0.01%+6913F-HRTimeline
Collier Financial4,367$260K0.2%-113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,350$259K<0.01%013F-HRTimeline
Prospera Financial Services Inc4,319$257K<0.01%-99113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,132$246K<0.01%new13F-HRTimelineGroup
Jackson Wealth Management, LLC4,090$243K0.02%new13F-HRTimeline
Fortune Financial Group, Inc.3,720$231K0.23%13F-HRTimeline
LRI Investments, LLC3,855$229K0.02%013F-HRTimeline
Soltis Investment Advisors LLC3,680$219K0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC3,626$216K<0.01%+48313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,537$210K<0.01%new13F-HRTimelineGroup
Platform Wealth Management, LLC1,875$208K0.06%13F-HRTimeline
PFG Investments, LLC3,473$207K0.01%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,473$207K0.02%new13F-HRTimelineGroup
Brookwood Investment Group LLC3,464$206K0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,440$205K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC3,054$191K0.01%new13F-HRTimeline
AE Wealth Management LLC3,082$183K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,000$178K<0.01%13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,772$165K<0.01%-7,93513F-HRTimelineGroup
Signature Equity Partners, LLC2,603$155K0.09%13F-HRTimeline
Steward Partners Investment Advisory, L…2,035$121K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,750$104K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,728$103K<0.01%+51313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,690$101K<0.01%+20313F-HRTimeline
Global Retirement Partners, LLC1,440$85.6K<0.01%+213F-HRTimeline
SageView Advisory Group, LLC1,270$75.6K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,260$74.9K<0.01%013F-HRTimelineGroup
Chung Wu Investment Group, LLC1,240$73.7K0.06%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,200$71.4K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO899$53.5K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC750$50K<0.01%013F-HRTimeline
MAI Capital Management836$49.7K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co715$42.5K0.01%new13F-HRTimeline
Addison Advisors LLC681$40.5K0.01%013F-HRTimeline
GGM Financial LLC631$37.5K0.02%013F-HRTimeline
Westside Investment Management, Inc.600$35.7K0.01%-8013F-HRTimeline
Strategic Wealth Partners, Ltd.600$35.7K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.586$34.9K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…575$34.2K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…573$34.1K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.570$33.9K0.01%+23713F-HRTimeline
NewEdge Advisors, LLC490$29.1K<0.01%013F-HRTimeline
Blue Trust, Inc.426$25.3K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…400$23.8K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC333$19.8K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …324$19.3K<0.01%013F-HRTimelineGroup
Allworth Financial LP322$19.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC320$19K0.01%013F-HRTimeline
Parallel Advisors, LLC301$17.9K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…300$17.8K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC300$17.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.224$13.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…223$13.3K<0.01%new13F-HRTimelineGroup
Register Financial Advisors LLC200$11.9K<0.01%-13013F-HRTimeline
Qube Research & Technologies Ltd157$9.34K<0.01%-4313F-HRTimeline
Signature Resources Capital Management,…154$9.16K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA142$8.45K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO139$8.27K<0.01%new13F-HRTimelineGroup
Coston, McIsaac & Partners138$8K<0.01%013F-HRTimeline
First PREMIER Bank125$7K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.125$7K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV108$6.42K<0.01%013F-HRTimeline
Asset Dedication, LLC108$6.42K<0.01%013F-HRTimeline
NorthAvenue LLC108$6.42K0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.92$5.47K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…75$4.46K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50$2.97K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT50$2.97K<0.01%013F-HRTimeline
Archer Investment Corp50$2.97K<0.01%013F-HRTimeline
CNB Bank43$2.56K<0.01%-24013F-HRTimeline
SHP Wealth Management39$2.34K<0.01%13F-HRTimeline
Stephens Consulting, LLC21$1.25K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20$1.19K<0.01%013F-HRTimeline