INVESCO AI AND NEXT GEN SOFT IGPT
$95.27
-4.9% 52w: $46.32 – $108.11
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data46.3277.22108.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
147
-1 QoQ
13F value
$257.7M
+3.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$68K calls / — puts
Institutional value by quarter
Number of holders
Who owns IGPT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| UBS Group AG | Bank broker | 681.5K | $39.6M | 0.0% | +6.1% |
| LPL Financial LLC | Bank broker | 458.8K | $26.6M | 0.0% | +2.2% |
| MORGAN STANLEY | Bank broker | 449.2K | $26.1M | 0.0% | +9.0% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 347.2K | $20.2M | 0.5% | -5.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 295.9K | $17.2M | 0.0% | -2.7% |
| HighTower Advisors, LLC | Diversified mechanical | 289.6K | $16.8M | 0.0% | +5812.8% |
| Berkshire Money Management, Inc. | Wealth advisor | 234.6K | $13.6M | 1.4% | -4.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 153.8K | $8.9M | 0.0% | +6.4% |
| ROYAL BANK OF CANADA | Bank broker | 117.2K | $6.8M | 0.0% | -1.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 116.9K | $6.7M | 0.0% | +21.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 111.1K | $6.5M | 0.0% | -16.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 93.8K | $5.4M | 0.0% | +16.3% |
| Cetera Investment Advisers | Wealth advisor | 73.9K | $4.3M | 0.0% | -10.6% |
| Silverleafe Capital Partners, LLC | Wealth advisor | 72.9K | $4.2M | 1.3% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 44.2K | $2.6M | 0.0% | +4.3% |
| JANE STREET GROUP, LLC | Market maker | 43.2K | $2.5M | 0.0% | -52.4% |
| Mariner, LLC | Diversified mechanical | 41.5K | $2.4M | 0.0% | +630.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 38.8K | $2.3M | 0.0% | +5.2% |
| Corient Private Wealth LLC | Diversified mechanical | 32.0K | $1.9M | 0.0% | -38.9% |
| Opus Capital Group, LLC | Wealth advisor | 31.7K | $1.8M | 0.2% | +39.0% |
| Clear Creek Financial Management, LLC | Wealth advisor | 30.7K | $1.8M | 0.1% | +41.2% |
| Kingsview Wealth Management, LLC | Wealth advisor | 26.1K | $1.5M | 0.0% | -1.2% |
| Indie Asset Partners, LLC | Wealth advisor | 25.6K | $1.5M | 1.7% | -2.1% |
| FLOW TRADERS U.S. LLC | Market maker | 25.4K | $1.5M | 0.0% | +347.8% |
| M Holdings Securities, Inc. | Wealth advisor | 17.5K | $1.4M | 0.1% | +7.5% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 22.9K | $1.3M | 0.0% | -14.9% |
| Private Advisor Group, LLC | Wealth advisor | 22.5K | $1.3M | 0.0% | +31.0% |
| Bay Capital Advisors, LLC | Wealth advisor | 21.9K | $1.3M | 0.8% | -0.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 20.5K | $1.2M | 0.0% | +12.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 20.2K | $1.2M | 0.0% | -49.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 19.3K | $1.1M | 0.0% | +3.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 15.3K | $887K | 0.0% | -39.9% |
| Bawa N Mallick Trust | Wealth advisor | 15.0K | $871K | 0.4% | Held |
| HSBC HOLDINGS PLC | Bank broker | 13.6K | $790K | 0.0% | -50.0% |
| EP Wealth Advisors, LLC | Wealth advisor | 13.5K | $785K | 0.0% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 12.9K | $749K | 0.0% | +15.1% |
| CoreCap Advisors, LLC | Wealth advisor | 12.7K | $736K | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 12.4K | $720K | 0.0% | +6.6% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 11.8K | $684K | 0.2% | -17.4% |
| Cresset Asset Management, LLC | Wealth advisor | 10.9K | $631K | 0.0% | +7.2% |
| Quantinno Capital Management LP | Diversified mechanical | 10.6K | $613K | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 10.5K | $611K | 0.0% | +15.6% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 10.5K | $610K | 0.0% | — |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 10.3K | $601K | 0.0% | +4.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 10.1K | $598K | 0.0% | -53.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 10.3K | $598K | 0.0% | -0.5% |
| Brookwood Investment Group LLC | Wealth advisor | 10.0K | $583K | 0.1% | +190.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 9.4K | $547K | 0.0% | +5.6% |
| Pacific Sun Financial Corp | Wealth advisor | 9.3K | $538K | 0.3% | -2.7% |
| Creative Planning | Wealth advisor | 8.1K | $470K | 0.0% | +46.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.