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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,955,480$209M0.01%+3,596,24213F-HR/ATimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,780,400$99.2M0.6%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY442,283$24.6M<0.01%-24,58613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/325,356$18.1M<0.01%+28,20313F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …317,000$17.7M2.24%+167,00013F-HRTimelineGroup
LPL Financial LLC307,898$17.2M<0.01%+3,49813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC239,365$13.3M0.01%+218,16413F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP233,207$13M0.12%+226,33813F-HRTimelineGroup
AE Wealth Management LLC209,001$11.6M0.06%+206,18713F-HRTimeline
Humankind Investments LLC209,000$11.6M6.65%new13F-HRTimeline
Wealth High Governance Asset Management…179,398$9.99M1.56%-219,45413F-HR/ATimeline
UBS Group AGgroup of 2 filers holding177,936$9.91M+80,703Timeline
ARP Global Capital Ltd177,656$9.9M5.83%new13F-HRTimeline
Decker Retirement Planning Inc.174,929$9.75M4.42%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/164,235$9.15M<0.01%+159,83013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…162,437$9.05M0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC150,386$8.38M<0.01%+38,11713F-HRTimelineGroup
Lake Hills Wealth Management, LLC131,468$7.32M4.1%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS105,674$5.89M<0.01%+74,69413F-HRTimelineGroup
Cambridge Investment Research Advisors,…101,473$5.65M0.01%+69,95513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100,734$5.61M<0.01%+10,26113F-HR/ATimelineGroup
Private Advisor Group, LLC99,984$5.57M0.03%+5,33713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA99,308$5.53M<0.01%+5,44313F-HRTimelineGroup
NWAM LLC90,588$5.05M0.29%+35,68913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,332$4.98M0.01%+1,08313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,242$4.53M<0.01%+31,56913F-HRTimelineGroup
NTV Asset Management LLC79,204$4.41M0.49%+4,32413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC79,023$4.4M<0.01%-54,60613F-HRTimelineGroup
BW Gestao de Investimentos Ltda.70,165$3.91M0.17%-163,67813F-HRTimeline
Wealth High Governance Capital Ltda70,165$3.91M1.17%-163,67813F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD69,810$3.89M0.04%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…68,413$3.81M0.01%+51,51513F-HR/ATimelineGroup
DAVENPORT & Co LLC66,995$3.73M0.02%new13F-HRTimeline
ALTFEST L J & CO INC65,557$3.65M0.39%-17,91613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/58,903$3.28M<0.01%+7,61113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,437$3.14M<0.01%-14713F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…57,756$3.1M0.03%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC54,421$3.03M<0.01%+10,33613F-HRTimelineGroup
Great Diamond Partners, LLC49,695$2.77M0.53%new13F-HRTimeline
Advisory Services Network, LLC49,605$2.76M0.04%+6,02213F-HRTimeline
PEAK6 LLCin group PEAK6 LLC47,663$2.66M0.08%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.45,925$2.56M0.23%new13F-HRTimelineGroup
Cetera Investment Advisers42,946$2.39M<0.01%+5,49913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,730$2.32M<0.01%+2,59613F-HRTimeline
Florin Court Capital LLP41,700$2.32M8.77%-14,80013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…36,654$2.04M0.13%013F-HRTimeline
Watershed Asset Management, L.L.C.36,000$2.01M2.08%new13F-HRTimeline
SIMPLEX TRADING, LLC35,060$1.95M0.06%new13F-HRTimeline
Empowered Funds, LLC32,310$1.8M0.01%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding29,785$1.66M+9Timeline
October Effect Ltd29,207$1.63M1.87%new13F-HRTimeline
Q3 Asset Management28,748$1.6M0.39%-29213F-HRTimeline
HARBOUR INVESTMENTS, INC.26,825$1.49M0.02%+25,43213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,524$1.25M<0.01%-116,36313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,912$1.22M<0.01%+2,45113F-HRTimelineGroup
PFG Investments, LLC20,625$1.15M0.05%-7513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,210$1.13M<0.01%-2,95613F-HRTimelineGroup
HRT FINANCIAL LP20,202$1.12M<0.01%-31,52213F-HRTimeline
CoreCap Advisors, LLC19,612$1.09M0.04%+19,58813F-HRTimeline
Gemmer Asset Management LLC19,363$1.08M0.09%-6,59113F-HRTimeline
IHT Wealth Management, LLC17,798$992K0.02%-1,15313F-HRTimeline
NATURAL INVESTMENTS, LLC17,359$967K0.24%-2,30913F-HRTimeline
Verity Asset Management, Inc.16,367$912K0.38%+38713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,695$870K0.01%+57313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,520$863K<0.01%+2,75413F-HR/ATimelineGroup
Capital Investment Advisors, LLC15,376$857K0.01%+1,68513F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth15,338$855K<0.01%+3,78713F-HRTimelineGroup
HighTower Advisors, LLC14,886$829K<0.01%+1,03713F-HRTimeline
Golden State Wealth Management, LLC14,505$808K0.09%013F-HRTimeline
Del-Sette Capital Management, LLC14,391$802K0.48%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,364$744K<0.01%-49513F-HRTimelineGroup
EHRLICH FINANCIAL GROUP12,968$722K0.42%new13F-HRTimeline
Per Stirling Capital Management, LLC.12,742$710K0.08%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,745$599K<0.01%+85213F-HRTimelineGroup
Baker Avenue Asset Management, LP10,680$595K0.01%013F-HRTimeline
Summit Financial, LLC10,123$564K0.01%new13F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.10,022$558K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…9,970$555K<0.01%013F-HRTimeline
Wealthfront Advisers LLC9,620$536K<0.01%+1,41113F-HRTimeline
Pekin Hardy Strauss, Inc.9,259$516K0.05%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC9,075$506K<0.01%+44913F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,850$493K<0.01%-4,09613F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…8,779$489K0.27%+2,32413F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.8,600$479K0.16%new13F-HRTimeline
Riggs Asset Managment Co. Inc.8,201$457K0.09%+15513F-HRTimeline
SIG BROKERAGE, LP8,001$446K0.13%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd8,000$446K<0.01%-4,70013F-HRTimelineGroup
Arax Advisory Partners7,834$436K0.01%+1,73613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,704$429K0.02%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,378$411K<0.01%-1,94513F-HRTimeline
GTS SECURITIES LLC6,908$385K0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC6,904$385K<0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.6,892$384K<0.01%+30013F-HRTimeline
Aries Wealth Management6,850$382K0.08%new13F-HRTimeline
Integrated Wealth Concepts LLC6,751$376K<0.01%+66213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,793$367K<0.01%-26413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,054$356K<0.01%+51513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,327$352K<0.01%-7513F-HRTimelineGroup
Sava Infond d.o.o.6,000$334K0.05%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,986$328K<0.01%-3,55513F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,777$322K<0.01%-26,85113F-HRTimeline
CWM, LLCin group CWM, LLC5,694$317K<0.01%+1,58013F-HRTimelineGroup
Waverly Advisors, LLC5,647$315K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC5,538$309K0.01%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,468$305K0.01%-50013F-HRTimeline
Welch & Forbes LLC5,300$295K<0.01%-2,50013F-HRTimeline
Kilter Group LLC5,166$288K0.12%-1,19513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,979$277K<0.01%013F-HRTimelineGroup
SYCOMORE ASSET MANAGEMENT6,500$273K0.04%013F-HRTimeline
Keystone Wealth Services, LLC4,900$273K0.06%013F-HRTimeline
Avior Wealth Management, LLC4,896$273K0.01%+8413F-HRTimeline
Western Wealth Management, LLC4,861$271K0.01%new13F-HR/ATimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,820$269K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC4,709$262K0.01%-1,10013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,680$261K0.03%new13F-HRTimelineGroup
Ledyard National Bank4,491$250K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,354$243K0.01%new13F-HR/ATimelineGroup
Foundations Investment Advisors, LLC4,310$240K<0.01%-19,57213F-HRTimeline
SG Americas Securities, LLC4,290$239K<0.01%-83,23313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,266$238K<0.01%+1713F-HRTimelineGroup
Heritage Wealth Advisors4,263$237K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.4,222$235K<0.01%-14413F-HRTimeline
Sargent Investment Group, LLC4,200$234K0.03%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES4,196$234K0.09%new13F-HRTimeline
Creative Planningin group Creative Planning4,101$228K<0.01%new13F-HRTimelineGroup
NewEdge Wealth, LLC4,068$227K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,030$225K<0.01%+14113F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,000$223K0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…3,900$217K<0.01%-25013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,773$210K0.01%new13F-HRTimeline
Integrated Advisors Network LLC3,766$210K0.01%new13F-HRTimeline
Anchor Investment Management, LLC3,760$209K0.02%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,711$207K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA3,681$205K0.02%013F-HRTimeline
Investmark Advisory Group LLC3,669$204K0.09%new13F-HRTimeline
IFP Advisors, Inc3,404$190K<0.01%+50113F-HRTimeline
Friedenthal Financial3,029$169K0.08%new13F-HRTimeline
Caption Management, LLC2,955$165K0.01%-73,61913F-HRTimeline
MAI Capital Management2,923$163K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,535$141K<0.01%+2,21913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,400$134K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,114$118K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,150$115K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,945$108K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,846$103K<0.01%+1,25613F-HRTimelineGroup
Operose Advisors LLC1,798$100K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,759$99K<0.01%+1,56313F-HRTimeline
Parallel Advisors, LLC1,535$85.5K<0.01%+96913F-HR/ATimeline
STANCE CAPITAL LLC1,497$83.4K0.04%new13F-HRTimeline
FMR LLCin group FMR LLC1,484$82.7K<0.01%+77613F-HRTimelineGroup
WealthShield Partners, LLC1,394$77.7K0.01%013F-HRTimeline
Sankala Group LLC1,295$71.5K0.06%-17213F-HRTimeline
EFG International AGin group EFG International AG1,253$69.8K<0.01%-31313F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…1,225$68K<0.01%013F-HRTimelineGroup
PROFFITT & GOODSON INC1,132$63.1K0.01%013F-HRTimeline
AlphaCore Capital LLC1,086$60.5K<0.01%-34513F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,083$60.3K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,075$59.9K<0.01%+33913F-HRTimeline
UMB Bank, n.a.1,000$55.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NFSG Corp1,000$55.7K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.915$51.3K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.873$48.6K<0.01%-14413F-HRTimelineGroup
LANARK FINANCIAL, INC.849$47.3K<0.01%-213F-HRTimeline
HM PAYSON & CO803$44.7K<0.01%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management677$37.7K<0.01%-110,95113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC673$37K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC650$36.2K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.628$35K0.01%013F-HRTimeline
Larson Financial Group LLC622$34.6K<0.01%+23613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC600$33.4K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.600$33.4K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources500$27.9K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT500$27.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.485$27K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.483$26.8K<0.01%-10,17413F-HRTimelineGroup
Clearstead Advisors, LLC475$26.5K<0.01%013F-HRTimeline
Osbon Capital Management LLC475$26.5K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC440$23.8K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT425$23.7K<0.01%-1,00013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC398$22K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/390$21.7K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.354$19.7K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc350$19.5K0.01%013F-HRTimeline
Lodestone Wealth Management LLC343$19.1K0.01%013F-HR/ATimeline
Dunhill Financial, LLC305$17K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB300$16.7K<0.01%013F-HRTimeline
Realta Investment Advisors300$16.7K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors300$16.7K<0.01%013F-HRTimelineGroup
CITY HOLDING CO300$16.7K<0.01%013F-HRTimeline
RHL GROUP, LLC291$16.2K0.01%new13F-HRTimeline
Activest Wealth Management271$15.1K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …250$13.9K<0.01%013F-HRTimelineGroup
West Branch Capital LLC239$13.3K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…221$12.3K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…220$12.3K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC200$11.3K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.200$11.1K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC200$11.1K0.01%13F-HRTimeline
NewEdge Advisors, LLC188$10.5K<0.01%+11813F-HR/ATimeline
SBI Securities Co., Ltd.181$10.1K<0.01%-37213F-HRTimeline