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Disclosery

TAN INVESCO EXCH TRADED FD TR II

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SOLAR ETF (fund)

245 managers (246 13F filers) reported a position in TAN shares at 2026-03-31, 12,272,570 shares in all. 55 filers opened a position and 33 filers sold out during the quarter.

Managers
245
13F filers
246
New
55
Added
60
Reduced
47
Sold out
33
Shares held by filers
12,272,570

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
CVA Family Office, LLC180$10K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC173$9.64K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP161$8.78K<0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.150$8.36K<0.01%-7513F-HRTimeline
SOA Wealth Advisors, LLC.146$8.13K<0.01%013F-HRTimeline
McMillan Office, Inc.110$6.13K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…108$6.08K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO103$5.74K<0.01%+813F-HRTimeline
Essential Investment Partners LLC100$5.57K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC98$5.46K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC100$5.29K<0.01%-113F-HRTimeline
Cornerstone Planning Group LLC81$4.88K<0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…81$4.51K<0.01%-43513F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.77$4.29K<0.01%-3513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.71$3.93K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC67$3.73K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC65$3.62K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC60$3.34K<0.01%013F-HRTimeline
CENTRAL TRUST Co59$3.29K<0.01%013F-HRTimeline
MATHER GROUP, LLC.55$3.06K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC55$3.06K<0.01%013F-HRTimeline
TrinityBridge Ltd58$3K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC50$2.79K<0.01%new13F-HR/ATimeline
Plante Moran Financial Advisors, LLC50$2.79K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC50$2.79K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…40$2.24K<0.01%013F-HRTimeline
WFA of San Diego, LLC40$2.23K<0.01%013F-HRTimeline
Pacific Center for Financial Services38$2.14K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC36$2.02K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.28$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP33$1.84K<0.01%-50013F-HRTimeline
SIGNATUREFD, LLC26$1.45K<0.01%013F-HRTimeline
2UniFi Bank25$1.39K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC18$1K<0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…15$1K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC17$948<0.01%013F-HRTimeline
Financial Freedom, LLC14$807<0.01%013F-HRTimeline
Founders Financial Alliance, LLC9$501<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$168<0.01%013F-HRTimeline
Rossby Financial, LCC2$113<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC2$112<0.01%013F-HRTimeline
Global Wealth Strategies & Associates2$111<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$56<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1$56<0.01%013F-HRTimeline
Quent Capital, LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.