IGPT

Invesco AI And Next Gen SoftETF$89.74 4.85%
UnclassifiedUSCUSIP 46137V639· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
107
+3 QoQ
13F Value (tracked)
$236.9M
13F Moves · latest Q
14 added
10 trimmed
Recent Filings
0

Price & smart-money activity

$89.74 4.85%5Y +68.5%
$23.34$45.02$66.71$88.40$110.08202120222023202420252026484105655256265495845575551138119817713983
Hover for who · click for detailEnd-of-day closing prices52w $49.36 – $108.11

Top institutional holders

107 tracked 13F filers
#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
7BANK OF AMERICA CORP /DE/
$8.9M
154K
+6.3%
Added · +9K sh
Q1 2026
8ROYAL BANK OF CANADA
$6.8M
117K
−1.6%
Reduced · −2K sh
Q1 2026
9JONES FINANCIAL COMPANIES LLLP
$6.7M
117K
+21%
Added · +20K sh
Q1 2026
10OSAIC HOLDINGS, INC.
$6.5M
111K
−17%
Reduced · −22K sh
Q1 2026
11RAYMOND JAMES FINANCIAL INC
$5.4M
94K
+16%
Added · +13K sh
Q1 2026
12Cetera Investment Advisers
$4.3M
74K
−11%
Reduced · −9K sh
Q1 2026
13StoneCrest Wealth Management, Inc.
$7.1M
68K
+853%
Added · +61K sh
Q2 2026
14JANE STREET GROUP, LLC
$2.5M
43K
−52%
Reduced · −48K sh
Q1 2026
15Mariner, LLC
$2.4M
42K
+630%
Added · +36K sh
Q1 2026
16KESTRA PRIVATE WEALTH SERVICES, LLC
$2.3M
39K
+5.2%
Added · +2K sh
Q1 2026
17Corient Private Wealth LLC
$1.9M
32K
+22%
Added · +6K sh
Q1 2026
18Kingsview Wealth Management, LLC
$1.5M
26K
−1.2%
Reduced · −311 sh
Q1 2026
19Private Advisor Group, LLC
$1.3M
22K
+31%
Added · +5K sh
Q1 2026
20Dynamic Advisor Solutions LLC
$2.2M
21K
−8.4%
Reduced · −2K sh
Q2 2026
21STIFEL FINANCIAL CORP
$1.2M
21K
+13%
Added · +2K sh
Q1 2026
22CITADEL ADVISORS LLC
$1.2M
20K
−49%
Reduced · −19K sh
Q1 2026
23COMMONWEALTH EQUITY SERVICES, LLC
$1.1M
19K
+3.8%
Added · +705 sh
Q1 2026
24ENVESTNET ASSET MANAGEMENT INC
$887K
15K
−40%
Reduced · −10K sh
Q1 2026
25Bawa N Mallick Trust
$871K
15K
Held
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.

Fund activity: latest quarter

Opened (NEW)
6
funds
Added
8
funds
Reduced
10
funds
Exited
0
funds

Funds that own IGPT also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV44 funds$17.8B
APPLE INCAAPL44 funds$16.5B
NVIDIA CORPNVDA44 funds$15.5B
MICROSOFT CORPMSFT44 funds$13.2B
SS SPDR S&P 500 ETF TRUST-USSPY44 funds$10.3B
AMAZON.COM INCAMZN44 funds$10.2B
ALPHABET INC-CL AGOOGL44 funds$9.1B
BROADCOM INCAVGO44 funds$6.5B
ALPHABET INC-CL CGOOG44 funds$6.1B
JPMORGAN CHASE & COJPM44 funds$6.1B
META PLATFORMS INC-CLASS AMETA44 funds$5.7B
JOHNSON & JOHNSONJNJ44 funds$5.3B

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

Institutional ownership over time

98 funds+32 since Q3 2024
04998Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $225.2M

Recent filings

0 shown

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

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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.