IGPT

Invesco AI And Next Gen SoftETF
UnclassifiedUSCUSIP 46137V639◍ Confluence graph
Tracked 13F Holders
177
-12 QoQ
13F Value (tracked)
$303.2M
13F Moves · latest Q
24 added
13 trimmed
Recent Filings
0

Who owns IGPT?

177 tracked 13F filers

177 tracked 13F filers disclose a position in IGPT as of the latest SEC 13F filings, a combined $303.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1UBS Group AG
$39.6M
682K
+6.1%
Added · +39K sh
Q1 2026
2LPL Financial LLC
$26.6M
459K
+2.1%
Added · +10K sh
Q1 2026
3MORGAN STANLEY
$26.1M
449K
+9.0%
Added · +37K sh
Q1 2026
4JOURNEY STRATEGIC WEALTH LLC
$20.2M
347K
−5.5%
Reduced · −20K sh
Q1 2026
5AMERIPRISE FINANCIAL INC
$17.2M
296K
−2.7%
Reduced · −8K sh
Q1 2026
6HighTower Advisors, LLC
$16.8M
290K
59×
Added · +285K sh
Q1 2026
7Berkshire Money Management, Inc.
$23.4M
224K
−4.3%
Reduced · −10K sh
Q2 2026
8BANK OF AMERICA CORP /DE/
$8.9M
154K
+6.3%
Added · +9K sh
Q1 2026
9ROYAL BANK OF CANADA
$6.8M
117K
−1.6%
Reduced · −2K sh
Q1 2026
10JONES FINANCIAL COMPANIES LLLP
$6.7M
117K
+21%
Added · +20K sh
Q1 2026
11OSAIC HOLDINGS, INC.
$6.5M
111K
−17%
Reduced · −22K sh
Q1 2026
12RAYMOND JAMES FINANCIAL INC
$5.4M
94K
+16%
Added · +13K sh
Q1 2026
13Cetera Investment Advisers
$4.3M
74K
−11%
Reduced · −9K sh
Q1 2026
14StoneCrest Wealth Management, Inc.
$7.1M
68K
+853%
Added · +61K sh
Q2 2026
15Private Advisor Group, LLC
$6.2M
59K
+164%
Added · +37K sh
Q2 2026
16JANE STREET GROUP, LLC
$2.5M
43K
−52%
Reduced · −48K sh
Q1 2026
17Mariner, LLC
$2.4M
42K
+630%
Added · +36K sh
Q1 2026
18Kingsview Wealth Management, LLC
$3.5M
34K
+29%
Added · +7K sh
Q2 2026
19Clear Creek Financial Management, LLC
$3.4M
32K
+5.4%
Added · +2K sh
Q2 2026
20Corient Private Wealth LP
$1.9M
32K
+22%
Added · +6K sh
Q1 2026
21KESTRA PRIVATE WEALTH SERVICES, LLC
$3.1M
30K
−23%
Reduced · −9K sh
Q2 2026
22Indie Asset Partners, LLC
$2.7M
26K
+1.0%
Added · +263 sh
Q2 2026
23Bay Capital Advisors, LLC
$2.3M
22K
−0.7%
Reduced · −159 sh
Q2 2026
24Dynamic Advisor Solutions LLC
$2.2M
21K
−8.4%
Reduced · −2K sh
Q2 2026
25STIFEL FINANCIAL CORP
$1.2M
21K
+13%
Added · +2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is IGPT being bought or sold by institutions?

Last quarter, 11 funds opened a new position in IGPT and 13 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
11
funds
Added
13
funds
Reduced
13
funds
Exited
0
funds

Funds that own IGPT also own

CompanyCo-held byCombined value
APPLE INCAAPL84 funds$13.5B
NVIDIA CORPNVDA83 funds$14.9B
AMAZON.COM INCAMZN83 funds$8.1B
MICROSOFT CORPMSFT83 funds$7.7B
INVESCO QQQ TRUST SERIES 1QQQ83 funds$3.6B
ALPHABET INC-CL AGOOGL82 funds$6.5B
SS SPDR S&P 500 ETF TRUST-USSPY82 funds$4.0B
BROADCOM INCAVGO80 funds$5.1B
ISHARES CORE S&P 500 ETFIVV79 funds$10.0B
TESLA INCTSLA79 funds$3.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B79 funds$3.4B
ELI LILLY & COLLY79 funds$2.6B

Ranked by how many of IGPT's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

121 funds+45 since Q3 2024
067133Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $99.9M

Share classes

Class13F holdersValue held
RSPmc2089 funds$53.9B
SPHQmc758 funds$11.3B
PRFmc543 funds$4.9B
XLGmc539 funds$4.3B
PPAmc527 funds$4.1B
RSPTcs452 funds$2.0B
XMMOmc439 funds$4.1B
XMHQmc395 funds$3.3B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for IGPT

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Ask your agent what changed in IGPT

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IGPT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IGPT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IGPT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.