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Disclosery

TAN INVESCO EXCH TRADED FD TR II

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SOLAR ETF (fund)

185 managers (186 13F filers) reported a position in TAN shares at 2025-03-31, 9,879,198 shares in all. 24 filers opened a position and 41 filers sold out during the quarter.

Managers
185
13F filers
186
New
24
Added
33
Reduced
60
Sold out
41
Shares held by filers
9,879,198

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,705,000$82.4M1.16%+1,375,00013F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,905,000$58M0.6%-135,00013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC563,451$17.2M0.03%-1,213,26013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY429,113$13.1M<0.01%+32,98013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/382,145$11.6M<0.01%+15,94813F-HRTimelineGroup
UBS Group AGin group UBS Group AG338,072$10.3M<0.01%-833,65013F-HRTimelineGroup
Verition Fund Management LLC282,830$8.62M0.05%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC265,917$8.1M<0.01%+111,32213F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/260,206$7.94M0.01%+22,74013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD246,098$7.5M0.14%-80013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding246,098$7.49M0Timeline
LPL Financial LLC189,940$5.79M<0.01%+3,78313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC176,331$5.37M<0.01%+91,79913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…157,451$4.8M0.01%-12,32313F-HRTimelineGroup
CW Advisors, LLC128,384$3.91M0.05%+7,46513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85,061$2.59M<0.01%-18,59113F-HRTimelineGroup
ALTFEST L J & CO INC81,321$2.48M0.31%new13F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC81,190$2.47M0.07%-87,90813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS79,960$2.44M<0.01%+16,47913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,292$2.14M<0.01%-3,98413F-HR/ATimelineGroup
PFG Investments, LLC56,771$1.73M0.11%-8,85713F-HRTimeline
TUDOR INVESTMENT CORP ET AL55,317$1.68M0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…53,302$1.62M<0.01%-1,19713F-HRTimelineGroup
Caption Management, LLC53,000$1.61M0.07%+17,80013F-HRTimeline
Money Design Co.,Ltd.39,098$1.19M0.06%+1,09813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.38,093$1.16M<0.01%+15,48613F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…36,654$1.12M0.08%+52613F-HRTimeline
Cetera Investment Advisers35,437$1.08M<0.01%-91813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd34,405$1.05M0.02%new13F-HRTimelineGroup
IMC-Chicago, LLC31,593$962K0.04%-99,50813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,592$932K<0.01%-1,52713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,458$897K<0.01%+26,34113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,172$889K<0.01%-1,81213F-HRTimeline
Cambridge Investment Research Advisors,…28,522$869K<0.01%+1,41913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,515$808K<0.01%-72913F-HRTimelineGroup
TRUST CO OF VERMONT26,516$808K0.04%-2413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.25,852$787K<0.01%new13F-HRTimelineGroup
CORBYN INVESTMENT MANAGEMENT INC/MD24,729$753K0.28%-4,96013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,734$723K<0.01%-2,73413F-HRTimelineGroup
IHT Wealth Management, LLC21,965$669K0.02%-5,35313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,809$634K<0.01%+7,91713F-HRTimelineGroup
NATURAL INVESTMENTS, LLC19,791$602K0.17%-1,02613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC19,745$601K<0.01%-5,10013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,517$564K<0.01%+52413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,750$510K<0.01%-66213F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC16,202$494K0.02%-8,39713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,121$491K<0.01%-2,96013F-HRTimelineGroup
Family Firm, Inc.15,545$474K0.11%+24113F-HRTimeline
Verity Asset Management, Inc.14,848$452K0.18%+14013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A14,665$447K<0.01%+4,19313F-HRTimelineGroup
Golden State Wealth Management, LLC14,490$441K0.07%013F-HR/ATimeline
Sanctuary Advisors, LLC14,334$437K<0.01%-90013F-HRTimeline
DRW Securities, LLC14,130$430K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,783$420K<0.01%-1,39713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…12,358$376K<0.01%-28413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,016$366K<0.01%-1,56413F-HRTimelineGroup
HighTower Advisors, LLC11,920$363K<0.01%+1,68913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC11,917$363K<0.01%-10,59413F-HR/ATimelineGroup
NWAM LLC10,865$331K0.03%+2,74813F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…10,749$327K0.23%-74313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,061$306K0.01%-2,32713F-HRTimeline
Perigon Wealth Management, LLC9,206$280K0.01%+84113F-HRTimeline
HRT FINANCIAL LP9,179$279K<0.01%new13F-HRTimeline
SYCOMORE ASSET MANAGEMENT6,500$273K0.04%013F-HRTimeline
Welch & Forbes LLC8,600$262K<0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,594$262K0.04%-50513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.8,324$252K<0.01%new13F-HRTimeline
Mutual Advisors, LLC8,137$243K0.01%-1,07713F-HRTimeline
Integrated Wealth Concepts LLC7,826$238K<0.01%-11013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,801$238K<0.01%-20013F-HRTimelineGroup
Wealthfront Advisers LLC7,432$226K<0.01%+1,03913F-HRTimeline
Janney Montgomery Scott LLC7,307$223K<0.01%+10713F-HRTimeline
Ledyard National Bank7,304$222K0.02%-2,05413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,604$201K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL5,780$176K<0.01%-2,65613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,381$133K<0.01%-80413F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,116$125K<0.01%-77213F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,000$122K0.01%13F-HRTimelineGroup
Sava Infond d.o.o.4,000$122K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,924$120K<0.01%-73813F-HRTimelineGroup
SG Americas Securities, LLC3,884$118K<0.01%-8,10413F-HRTimeline
Anchor Investment Management, LLC3,830$117K0.01%-20013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,699$113K<0.01%-70613F-HRTimelineGroup
Continuum Advisory, LLC3,375$103K0.01%013F-HRTimeline
IFP Advisors, Inc3,170$96.6K<0.01%-75013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,116$94.9K<0.01%+32813F-HRTimeline
MAI Capital Management3,021$92K<0.01%-3813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,400$73.1K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,945$59.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,750$53.3K<0.01%+1,57913F-HRTimelineGroup
Olde Wealth Management, LLC1,759$53K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,710$52.1K<0.01%+9113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,573$48.8K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,425$43.4K<0.01%013F-HRTimeline
WealthShield Partners, LLC1,304$39.7K0.01%013F-HRTimeline
COMERICA BANK1,252$38.1K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,225$37K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,186$36.1K<0.01%-12513F-HRTimeline
LANARK FINANCIAL, INC.1,161$35K<0.01%+1,16013F-HRTimeline
PROFFITT & GOODSON INC1,132$34.5K0.01%+60213F-HRTimeline
UMB Bank, n.a.1,000$30.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Garde Capital, Inc.975$29.7K<0.01%new13F-HRTimeline
Keystone Global Partners, LLC907$27.6K0.02%13F-HRTimeline
TD Waterhouse Canada Inc.876$26.9K<0.01%013F-HRTimeline
HM PAYSON & CO800$24.4K<0.01%013F-HRTimeline
North Capital, Inc.772$23.5K0.02%13F-HRTimeline
Geneos Wealth Management Inc.688$21K<0.01%013F-HRTimeline
AE Wealth Management LLC669$20.4K<0.01%-13613F-HRTimeline
Greykasell Wealth Strategies, Inc.657$20K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC653$19.9K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC611$19K<0.01%-11413F-HRTimelineGroup
Clearstead Advisors, LLC612$18.6K<0.01%-13113F-HRTimeline
Sunbelt Securities, Inc.600$18.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC511$16.9K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA548$16.7K<0.01%013F-HRTimeline
Financial Freedom, LLC544$16.6K0.01%-11313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources500$15.2K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT500$15K<0.01%-40013F-HRTimeline
Westside Investment Management, Inc.478$14.6K<0.01%-10013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC440$13.4K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB400$12.2K<0.01%013F-HRTimeline
Larson Financial Group LLC386$11.8K<0.01%-87413F-HRTimeline
Glass Jacobson Investment Advisors llc350$11.6K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…374$11.4K<0.01%+33813F-HRTimelineGroup
Roble, Belko & Company, Inc374$11K<0.01%013F-HRTimeline
Allworth Financial LP375$10.9K<0.01%-42713F-HRTimeline
Vermillion Wealth Management, Inc.354$10.8K<0.01%013F-HRTimeline
NorthRock Partners, LLC339$10.3K<0.01%new13F-HRTimeline
S&T Bank/PA325$9.9K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.302$9.2K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors300$9.14K<0.01%013F-HRTimelineGroup
CITY HOLDING CO300$9.13K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd300$9.05K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…286$8.71K<0.01%013F-HRTimelineGroup
Activest Wealth Management271$8.26K<0.01%-9413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …250$7.62K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.250$7.62K<0.01%+2813F-HRTimeline
West Branch Capital LLC239$7.28K<0.01%013F-HRTimeline
Pacifica Partners Inc.225$6.83K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.200$6.09K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…200$6.09K0.01%13F-HRTimeline
Mascoma Wealth Management LLC180$5.48K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.175$5.33K<0.01%-3013F-HRTimelineGroup
N.E.W. Advisory Services LLC173$5.27K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.146$4.45K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC145$4.42K<0.01%013F-HRTimeline
Lindbrook Capital, LLC131$3.99K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.112$3.41K<0.01%013F-HRTimeline
NewEdge Advisors, LLC104$3.17K<0.01%+3413F-HRTimeline
Global Financial Private Client, LLC100$3.05K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO95$2.89K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC82$2.5K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC80$2.27K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.71$2.15K<0.01%013F-HRTimeline
CENTRAL TRUST Co59$1.8K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.56$1.71K<0.01%-6513F-HRTimeline
MATHER GROUP, LLC.55$1.68K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC55$1.68K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC50$1.52K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC50$1.52K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…40$1.23K<0.01%013F-HRTimeline
Truvestments Capital LLC40$1.22K<0.01%new13F-HRTimeline
Pacific Center for Financial Services38$1.17K<0.01%-9913F-HRTimeline
Tradewinds Capital Management, LLC36$1.1K<0.01%013F-HRTimeline
DT Investment Partners, LLC34$1.04K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC30$914<0.01%013F-HRTimeline
Kiker Wealth Management, LLC30$914<0.01%013F-HRTimeline
2UniFi Bank25$809<0.01%013F-HRTimeline
SIGNATUREFD, LLC26$792<0.01%013F-HRTimeline
CoreCap Advisors, LLC24$734<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …19$579<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC17$519<0.01%-1313F-HRTimeline
Cape Investment Advisory, Inc.17$518<0.01%013F-HRTimeline
Sound Income Strategies, LLC8$244<0.01%013F-HRTimeline
Arax Advisory Partners6$184<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3$92<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3$92<0.01%013F-HRTimeline
Global Wealth Strategies & Associates2$61<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC2$61<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC2$60<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1$31<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$30<0.01%013F-HRTimeline
Park Square Financial Group, LLC1$21<0.01%013F-HRTimeline
Quent Capital, LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,13213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.