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Disclosery

IGPT INVESCO EXCHANGE TRADED FD T

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AI AND NEXT GEN (fund)

145 managers (146 13F filers) reported a position in IGPT shares at 2026-03-31, 4,423,183 shares in all. 16 filers opened a position and 13 filers sold out during the quarter.

Managers
145
13F filers
146
New
16
Added
41
Reduced
32
Sold out
13
Shares held by filers
4,423,183

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 AG681,518$39.6M0.01%+39,20413F-HRTimelineGroup
LPL Financial LLC458,753$26.6M0.01%+9,67713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY449,155$26.1M<0.01%+36,95013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC347,188$20.2M0.5%-20,31613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC295,914$17.2M<0.01%-8,35813F-HR/ATimelineGroup
HighTower Advisors, LLC289,551$16.8M0.02%+284,65413F-HRTimeline
Berkshire Money Management, Inc.234,552$13.6M1.39%-11,06813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/153,751$8.93M<0.01%+9,19013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA117,161$6.8M<0.01%-1,86913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP116,903$6.65M<0.01%+20,41413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,093$6.45M0.01%-22,09913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,834$5.45M<0.01%+13,16813F-HRTimelineGroup
Cetera Investment Advisers73,948$4.29M<0.01%-8,77413F-HRTimeline
Silverleafe Capital Partners, LLC72,927$4.23M1.28%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding44,807$2.6M+2,765Timeline
Cambridge Investment Research Advisors,…44,189$2.57M0.01%+1,81713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,209$2.51M<0.01%-47,60613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC41,527$2.41M<0.01%+35,84113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP32,006$1.86M<0.01%+5,81613F-HRTimelineGroup
Opus Capital Group, LLC31,653$1.84M0.2%+8,88013F-HRTimeline
Clear Creek Financial Management, LLC30,744$1.79M0.14%+8,97013F-HRTimeline
Kingsview Wealth Management, LLC26,119$1.52M0.02%-31113F-HRTimeline
Indie Asset Partners, LLC25,603$1.49M1.69%-55913F-HRTimeline
FLOW TRADERS U.S. LLC25,354$1.47M0.05%+19,69213F-HRTimeline
M Holdings Securities, Inc.17,468$1.37M0.09%+1,21813F-HRTimeline
Dynamic Advisor Solutions LLC22,854$1.33M0.04%-3,99513F-HRTimeline
Private Advisor Group, LLC22,472$1.3M0.01%+5,32113F-HRTimeline
Bay Capital Advisors, LLC21,912$1.27M0.78%-5413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,507$1.19M<0.01%+2,35013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,169$1.17M<0.01%-19,37913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,259$1.12M<0.01%+70513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,272$887K<0.01%-10,14513F-HRTimelineGroup
Bawa N Mallick Trust15,000$871K0.36%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC13,600$790K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC13,514$785K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC12,891$749K<0.01%+1,68913F-HRTimeline
CoreCap Advisors, LLC12,679$736K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,398$720K<0.01%+77313F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC11,787$684K0.18%-2,48713F-HRTimeline
Cresset Asset Management, LLC10,871$631K<0.01%+73413F-HRTimeline
Quantinno Capital Management LP10,563$613K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,515$611K<0.01%+1,41813F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,500$610K<0.01%13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC10,347$601K0.03%+48013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,065$598K<0.01%-11,66013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,292$598K<0.01%-4813F-HRTimelineGroup
Brookwood Investment Group LLC10,046$583K0.07%+6,58213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,423$547K<0.01%+49713F-HRTimeline
Pacific Sun Financial Corp9,270$538K0.26%-26013F-HRTimeline
Creative Planningin group Creative Planning8,096$470K<0.01%+2,56913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,852$456K<0.01%+7,55213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,779$452K0.01%+513F-HRTimelineGroup
Aspen Investment Management Inc7,761$451K0.14%+31413F-HRTimeline
Diversified Enterprises, LLC7,626$443K0.02%013F-HRTimeline
Sandy Cove Advisors, LLC7,052$409K0.12%013F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC6,890$400K0.32%-26213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,500$377K0.01%-6813F-HRTimelineGroup
Rubicon Advisors, GP6,250$363K0.32%-5013F-HRTimeline
Sovran Advisors, LLC4,630$360K0.03%-6813F-HRTimeline
SeaCrest Wealth Management, LLC6,162$358K0.04%-1,27313F-HRTimeline
Proficio Capital Partners LLC6,000$348K0.02%013F-HRTimeline
Greenspring Advisors, LLC5,700$331K0.02%013F-HRTimeline
Wealthspire Advisors, LLC5,489$319K<0.01%013F-HRTimeline
AtlasMark Financial, Inc5,079$302K0.2%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,100$296K<0.01%-47,60013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,089$295K<0.01%-13213F-HRTimelineGroup
Collier Financial4,368$254K0.19%+113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,350$253K<0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,906$250K0.01%new13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,201$244K<0.01%-48913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,132$240K<0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.4,130$240K0.01%-30013F-HRTimeline
Jackson Wealth Management, LLC4,090$237K0.02%013F-HRTimeline
FMR LLCin group FMR LLC4,029$234K<0.01%+40313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,967$230K<0.01%new13F-HRTimelineGroup
NOVEM GROUP3,960$230K0.03%new13F-HRTimeline
Soltis Investment Advisors LLC3,931$228K0.01%+25113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,907$227K0.01%+46713F-HR/ATimeline
WBH ADVISORY INC3,801$226K0.02%-75013F-HRTimeline
LRI Investments, LLC3,855$224K0.02%013F-HRTimeline
NewEdge Wealth, LLC3,781$220K<0.01%new13F-HRTimeline
Fortune Financial Group, Inc.3,720$216K0.19%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,537$205K<0.01%013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,473$202K0.02%013F-HRTimelineGroup
OneDigital Investment Advisors LLC3,470$201K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,249$189K<0.01%+1,55913F-HRTimeline
Sound Income Strategies, LLC3,054$182K0.01%013F-HRTimeline
AE Wealth Management LLC3,082$179K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,000$174K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,035$118K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,985$115K0.06%-61813F-HRTimeline
Founders Financial Alliance, LLC1,804$105K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,750$102K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,728$100K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,426$82.8K<0.01%-1,34613F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA1,260$73.2K<0.01%013F-HRTimelineGroup
Chung Wu Investment Group, LLC1,240$72K0.06%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,200$69.7K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,176$65.3K<0.01%+27713F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC1,004$58.3K<0.01%new13F-HRTimeline
MAI Capital Management836$48.5K<0.01%013F-HRTimeline
Cheviot Value Management, LLC750$43.5K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co715$41.5K0.01%013F-HRTimeline
Addison Advisors LLC681$39.5K0.01%013F-HRTimeline
IFP Advisors, Inc662$38.4K<0.01%new13F-HRTimeline
GGM Financial LLC631$36.6K0.02%013F-HRTimeline
Westside Investment Management, Inc.600$34.8K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.600$34.8K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…573$34.1K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.586$34K0.03%013F-HRTimeline
Allworth Financial LP584$33.9K<0.01%+26213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…575$33.4K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.549$31.9K0.01%-2113F-HRTimeline
Farther Finance Advisors, LLC536$31.9K<0.01%+23613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC546$31.7K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC490$28.5K<0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA472$27.4K<0.01%+33013F-HRTimeline
Blue Trust, Inc.426$24.7K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…400$23.2K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC333$19.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\320$18.6K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC320$18.6K0.01%013F-HRTimeline
Parallel Advisors, LLC301$17.5K<0.01%013F-HR/ATimeline
Advisory Services Network, LLC300$17.4K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …250$14.5K<0.01%-7413F-HRTimelineGroup
Asset Dedication, LLC234$13.6K<0.01%+12613F-HRTimeline
NorthAvenue LLC234$13.6K0.01%+12613F-HRTimeline
Geneos Wealth Management Inc.224$13K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…223$12.9K<0.01%013F-HR/ATimelineGroup
Register Financial Advisors LLC200$11.6K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC174$10.1K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd157$9.12K<0.01%013F-HRTimeline
Signature Resources Capital Management,…154$8.94K<0.01%013F-HRTimeline
Coston, McIsaac & Partners138$8K<0.01%013F-HRTimeline
First PREMIER Bank125$7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV108$6.27K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…75$4.35K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC60$3.48K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50$2.9K<0.01%013F-HRTimelineGroup
Archer Investment Corp50$2.9K<0.01%013F-HRTimeline
CNB Bank43$2.5K<0.01%013F-HRTimeline
IFG Advisory, LLC40$2.32K0.01%-8,73513F-HRTimeline
SHP Wealth Management39$2.29K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20$1.16K<0.01%013F-HRTimeline
HM PAYSON & CO10$581<0.01%new13F-HRTimeline