Skip to content
Disclosery

TAN INVESCO EXCH TRADED FD TR II

Follow

SOLAR ETF (fund)

242 managers (243 13F filers) reported a position in TAN shares at 2026-06-30, 14,684,009 shares in all. 41 filers opened a position and 45 filers sold out during the quarter.

Managers
242
13F filers
243
New
41
Added
71
Reduced
47
Sold out
45
Shares held by filers
14,684,009

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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,963,053$286M0.02%+1,007,57313F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…2,580,400$153M0.69%+800,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY688,518$40.7M<0.01%+246,23513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding636,198$37.6M+458,262Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC583,523$34.5M0.02%+504,50013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.371,304$22M0.01%new13F-HRTimelineGroup
Humankind Investments LLC326,500$19.3M9.24%+117,50013F-HRTimeline
LPL Financial LLC320,823$19M<0.01%+12,92513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/305,140$18M<0.01%-20,21613F-HRTimelineGroup
AE Wealth Management LLC247,534$14.6M0.07%+38,53313F-HRTimeline
Lake Hills Wealth Management, LLC215,589$12.8M5.8%+84,12113F-HRTimeline
Decker Retirement Planning Inc.212,823$12.6M4.29%+37,89413F-HRTimeline
KINGDON CAPITAL MANAGEMENT, L.L.C.175,000$10.4M1.4%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…135,332$8M0.01%-27,10513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA125,060$7.4M<0.01%+25,75213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN118,317$7M<0.01%+17,58313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC113,075$6.69M0.01%+71,34513F-HRTimeline
NTV Asset Management LLC106,419$6.29M0.62%+27,21513F-HRTimeline
Private Advisor Group, LLC101,597$6.01M0.03%+1,61313F-HRTimeline
Cambridge Investment Research Advisors,…101,353$6M0.01%-12013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,980$5.5M<0.01%+11,73813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.92,840$5.49M0.01%+3,50813F-HRTimelineGroup
Graham Capital Management, L.P.90,500$5.35M0.14%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC85,947$5.08M<0.01%+63,42313F-HRTimelineGroup
Qube Research & Technologies Ltd69,033$4.08M<0.01%new13F-HRTimeline
DAVENPORT & Co LLC67,400$3.99M0.02%+40513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.66,036$3.91M0.32%+20,11113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,935$3.37M<0.01%+49813F-HRTimelineGroup
Cetera Investment Advisers54,169$3.2M<0.01%+11,22313F-HRTimeline
Watershed Asset Management, L.L.C.54,000$3.19M2.86%+18,00013F-HRTimeline
IMC-Chicago, LLC52,726$3.12M0.03%new13F-HRTimeline
Advisory Services Network, LLC51,685$3.06M0.03%+2,08013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC50,955$3.01M<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50,464$2.98M<0.01%-8,43913F-HRTimelineGroup
Great Diamond Partners, LLC49,705$2.94M0.51%+1013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,113$2.91M<0.01%-5,30813F-HRTimelineGroup
O'Connor Alternative Investments LLC41,700$2.47M0.18%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Empowered Funds, LLC39,401$2.33M0.01%+7,09113F-HRTimeline
Ayalon Insurance Comp Ltd.39,300$2.33M0.29%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC38,873$2.3M<0.01%+31,96913F-HRTimelineGroup
Del-Sette Capital Management, LLC37,637$2.23M1.3%+23,24613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…36,654$2.17M0.13%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,104$1.9M<0.01%+16,58413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,323$1.85M<0.01%+1,53813F-HRTimelineGroup
Florin Court Capital LLP31,300$1.85M3.02%-10,40013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,539$1.57M<0.01%+4,62713F-HRTimelineGroup
PFG Investments, LLC25,161$1.49M0.06%+4,53613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS24,234$1.43M<0.01%-81,44013F-HRTimelineGroup
TRUST CO OF VERMONT23,322$1.38M0.05%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.22,909$1.36M<0.01%+2,69913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC22,159$1.31M<0.01%-128,22713F-HRTimelineGroup
HRT FINANCIAL LP19,821$1.17M<0.01%-38113F-HRTimeline
SIMPLEX TRADING, LLC19,551$1.16M0.03%-15,50913F-HRTimeline
NWAM LLC17,761$1.05M0.05%-72,82713F-HRTimeline
NATURAL INVESTMENTS, LLC16,946$1M0.22%-41313F-HRTimeline
GROUP ONE TRADING LLC16,590$981K0.03%new13F-HRTimeline
Verity Asset Management, Inc.16,554$979K0.37%+18713F-HRTimeline
Capital Investment Advisors, LLC15,679$927K0.01%+30313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,384$910K<0.01%-67013F-HR/ATimelineGroup
HighTower Advisors, LLC15,021$888K<0.01%+13513F-HRTimeline
Golden State Wealth Management, LLC14,410$852K0.08%-9513F-HRTimeline
Pekin Hardy Strauss, Inc.14,354$849K0.07%+5,09513F-HRTimeline
Gemmer Asset Management LLC14,300$846K0.06%-5,06313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,236$842K<0.01%-1,10213F-HRTimelineGroup
SG Americas Securities, LLC13,956$825K<0.01%+9,66613F-HRTimeline
SCOTIA CAPITAL INC.13,569$803K<0.01%+9,34713F-HRTimeline
Integrated Wealth Concepts LLC13,440$795K<0.01%+6,68913F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,338$789K0.02%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…13,044$772K0.35%+4,26513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,769$755K<0.01%-4,92613F-HRTimelineGroup
Summit Financial, LLC11,923$705K0.01%+1,80013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,756$695K0.04%new13F-HRTimeline
EHRLICH FINANCIAL GROUP11,176$661K0.34%-1,79213F-HRTimeline
Baker Avenue Asset Management, LP10,680$632K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,146$600K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,003$592K<0.01%-3,36113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,747$577K<0.01%-99813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV9,432$558K0.03%new13F-HRTimeline
Federation des caisses Desjardins du Qu…9,356$553K<0.01%-61413F-HRTimeline
Exit Wealth Advisors, LLC.8,645$511K0.23%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC8,580$508K<0.01%-49513F-HRTimelineGroup
Wealthfront Advisers LLC8,561$506K<0.01%-1,05913F-HRTimeline
Arax Advisory Partners8,520$504K<0.01%+68613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,755$481K<0.01%+2,76913F-HRTimeline
Janney Montgomery Scott LLC8,025$475K<0.01%new13F-HRTimeline
SIG BROKERAGE, LP8,001$473K0.08%013F-HRTimeline
SYCOMORE ASSET MANAGEMENT6,500$448K0.05%013F-HRTimeline
Beacon Pointe Advisors, LLC7,568$448K<0.01%-1,28213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.7,293$430K<0.01%+50013F-HRTimeline
Aries Wealth Management7,175$424K0.08%+32513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG7,157$423K0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.7,027$416K<0.01%+13513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,897$408K<0.01%-157,33813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,541$387K0.01%+2,18713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,520$386K<0.01%-85813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,413$379K<0.01%+8613F-HRTimelineGroup
Sava Infond d.o.o.6,000$355K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,900$349K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC5,647$334K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC5,584$330K0.01%+4613F-HRTimeline
IFP Advisors, Inc5,489$325K0.01%+2,08513F-HRTimeline
CARLSON FINANCIAL, INC.5,386$319K0.16%new13F-HRTimeline
Welch & Forbes LLC5,300$313K<0.01%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,264$311K0.01%-20413F-HRTimeline
Kilter Group LLC5,106$302K0.11%-6013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,070$300K<0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC5,060$299K0.03%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,979$295K<0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,966$294K<0.01%new13F-HRTimelineGroup
Keystone Wealth Services, LLC4,900$290K0.05%013F-HRTimeline
Foundations Investment Advisors, LLC4,770$282K<0.01%+46013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,665$276K<0.01%+76513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,612$273K<0.01%+34613F-HRTimelineGroup
Mutual Advisors, LLC4,609$273K0.01%-10013F-HRTimeline
Creative Planningin group Creative Planning4,576$271K<0.01%+47513F-HRTimelineGroup
Ledyard National Bank4,491$266K0.02%013F-HRTimeline
Heritage Wealth Advisors4,263$252K0.01%013F-HRTimeline
Sargent Investment Group, LLC4,200$248K0.03%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES4,196$248K0.09%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,164$246K<0.01%+2,05013F-HRTimeline
NewEdge Wealth, LLC4,068$241K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,013$237K<0.01%new13F-HR/ATimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,000$237K0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,937$233K<0.01%+16413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,891$230K<0.01%-13913F-HRTimelineGroup
Parallel Advisors, LLC3,881$230K<0.01%+2,34613F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,797$225K<0.01%-1,98013F-HRTimeline
Indivisible Partners3,793$224K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,749$222K<0.01%+1,21413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,711$220K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,706$219K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA3,681$218K0.02%013F-HRTimeline
Investmark Advisory Group LLC3,670$217K0.08%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,578$212K0.01%+3,49713F-HRTimelineGroup
Prosperity Consulting Group, LLC3,527$209K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC3,432$203K<0.01%new13F-HRTimeline
IPG Investment Advisors LLC3,410$202K0.03%new13F-HRTimeline
Caption Management, LLC2,955$175K0.01%013F-HRTimeline
Global Retirement Partners, LLC2,682$159K<0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,450$145K<0.01%+30013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,400$142K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2,154$127K<0.01%+39513F-HRTimeline
TSFG, LLC2,000$118K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,945$115K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,846$109K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,667$98.6K<0.01%+18313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,537$90.9K<0.01%-25,28813F-HRTimeline
STANCE CAPITAL LLC1,497$88.5K0.03%013F-HRTimeline
Continuum Advisory, LLC1,368$80.9K0.01%new13F-HRTimeline
PROFFITT & GOODSON INC1,132$67K0.01%013F-HRTimeline
AlphaCore Capital LLC1,086$64.2K<0.01%013F-HRTimeline
Sankala Group LLC1,223$60.8K0.04%-7213F-HRTimeline
UMB Bank, n.a.1,000$59.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NFSG Corp1,000$59.1K0.01%013F-HRTimeline
EFG International AGin group EFG International AG953$56.4K<0.01%-30013F-HRTimelineGroup
Operose Advisors LLC894$52.9K0.01%-90413F-HRTimeline
AMERIFLEX GROUP, INC.885$52.3K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.876$50.7K<0.01%-3913F-HRTimeline
Steward Partners Investment Advisory, L…856$50.6K<0.01%-21913F-HRTimeline
LANARK FINANCIAL, INC.849$50.2K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.837$49.5K<0.01%-3613F-HRTimelineGroup
Larson Financial Group LLC818$48.4K<0.01%+19613F-HRTimeline
HM PAYSON & CO803$47.5K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC806$45.4K0.01%-27713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC673$40K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.628$37.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC600$35.5K<0.01%013F-HRTimelineGroup
Glassman Wealth Services537$31.7K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources500$29.6K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT500$29.6K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.483$29K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.485$28.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC475$28.1K<0.01%013F-HRTimeline
Osbon Capital Management LLC474$28.1K0.02%-113F-HRTimeline
ALBION FINANCIAL GROUP /UT425$25.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC440$24.1K<0.01%013F-HRTimeline
CITY HOLDING CO400$23.7K<0.01%+10013F-HRTimeline
Aspect Partners, LLC399$23.6K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/390$23.1K<0.01%013F-HRTimeline
Dunhill Financial, LLC386$22.8K<0.01%+8113F-HRTimeline
Glass Jacobson Investment Advisors llc350$20.7K0.01%013F-HRTimeline
Lodestone Wealth Management LLC343$20.3K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB300$17.7K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors300$17.7K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC298$17.6K<0.01%+11013F-HRTimeline
RHL GROUP, LLC291$17.2K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.276$16.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC275$16.3K<0.01%+27413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …250$14.8K<0.01%013F-HRTimelineGroup
West Branch Capital LLC239$14.1K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…221$13.1K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.210$12.4K<0.01%new13F-HRTimeline
Blue Trust, Inc.188$11.1K<0.01%new13F-HRTimeline
CVA Family Office, LLC180$10.6K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.180$10.6K<0.01%-113F-HRTimeline
Vermillion Wealth Management, Inc.178$10.5K<0.01%-17613F-HRTimeline
N.E.W. Advisory Services LLC173$10.2K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.146$8.64K<0.01%013F-HRTimeline
Pacifica Partners Inc.150$8.45K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management126$7.47K<0.01%-55113F-HRTimelineGroup