TAN institutional holders

Invesco Solar ETF · 248 reporting institutions · $695.9M reported value

Funds that can replace TAN · TAN return decomposition

Institutional holdings

Institutions reporting TAN, largest first
InstitutionReported positionAdvisors at firmReport period
Jpmorgan Chase & Co$285.9M02026-06-30
Morgan Stanley$40.7M23,1852026-06-30
UBS Group AG$37.6M02026-06-30
Jane Street Group, LLC$34.5M02026-06-30
D. E. Shaw & Co., LP$22M02026-06-30
Humankind Investments LLC$19.3M02026-06-30
Lpl Financial LLC$19M23,4582026-06-30
Bank of America Corp /de$18M02026-06-30
Ae Wealth Management LLC$14.6M4712026-06-30
Lake Hills Wealth Management, LLC$12.8M32026-06-30
Decker Retirement Planning Inc.$12.6M102026-06-30
Kingdon Capital Management, LLC$10.4M02026-06-30
Susquehanna International Group, LLP$8M02026-06-30
Royal Bank of Canada$7.4M02026-06-30
Wells Fargo & Company/mn$7M02026-06-30
Commonwealth Equity Services, LLC$6.7M2,8632026-06-30
Ntv Asset Management LLC$6.3M52026-06-30
Private Advisor Group, LLC$6M9272026-06-30
Raymond James Financial Inc$5.5M02026-06-30
Osaic Holdings, Inc.$5.5M02026-06-30
Graham Capital Management, LP$5.4M02026-06-30
Goldman Sachs Group Inc$5.1M02026-06-30
Qube Research & Technologies Ltd$4.1M02026-06-30
Davenport & Co LLC$4M3392026-06-30
Hilltop Holdings Inc.$3.9M02026-06-30
PNC Financial Services Group, Inc.$3.4M02026-06-30
Cetera Investment Advisers$3.2M10,3702026-06-30
Watershed Asset Management, LLC$3.2M02026-06-30
Imc-Chicago, LLC$3.1M02026-06-30
Advisory Services Network$3.1M2532026-06-30
Renaissance Technologies LLC$3M02026-06-30
National Bank of Canada /fi$3M02026-06-30
Great Diamond Partners, LLC$2.9M82026-06-30
Citigroup Inc$2.9M02026-06-30
O'Connor Alternative Investments, LLC$2.5M32026-06-30
Etf Architect$2.3M62026-06-30
Squarepoint Ops LLC$2.3M02026-06-30
Happiness In Retirement$2.2M52026-06-30
Patriot Investment Management Group, Inc.$2.2M152026-06-30
Ameriprise Financial Inc$1.9M02026-06-30
Envestnet Pmc$1.9M602026-06-30
Florin Court Capital LLP$1.9M02026-06-30
Stifel Financial Corp$1.6M02026-06-30
Pfg Investments, LLC$1.5M02026-06-30
Bnp Paribas Financial Markets$1.4M02026-06-30
Trust Co of Vermont$1.4M02026-06-30
Vontobel Holding Ltd.$1.4M02026-06-30
Barclays PLC$1.3M02026-06-30
Simplex Trading, LLC$1.2M02026-06-30
Nwam LLC$1.1M622026-06-30
Group One Trading LLC$981.3K02026-06-30
Verity Asset Management$979.2K532026-06-30
Capital Investment Advisors, LLC$927.4K592026-06-30
Corient Private Wealth LP$910K6742026-06-30
Hightower Advisors, LLC$888.5K1,0462026-06-30
Golden State Wealth Management, LLC$852.4K472026-06-30
Pekin Hardy Strauss, Inc.$849K82026-06-30
Gemmer Asset Management LLC$845.8K82026-06-30
Focus Partners Wealth$842.1K1,0482026-06-30
Scotia Capital Inc.$802.7K02026-06-30
Integrated Wealth Concepts LLC$795K4802026-06-30
Y-Intercept (hong Kong) Ltd$788.9K02026-06-30
Hager Investment Management Services, LLC$771.6K42026-06-30
Equitable Holdings, Inc.$755.3K02026-06-30
Summit Financial, LLC$705.2K2292026-06-30
Armstrong Advisory Group, Inc$695.4K142026-06-30
Ehrlich Financial Group$661.1K42026-06-30
Bakeravenue$631.7K352026-06-30
Cerity Partners LLC$591.6K7772026-06-30
Kestra Advisory Services, LLC$576.5K1,4792026-06-30
Creative Financial Designs Inc /adv$557.9K02026-06-30
Federation Des Caisses Desjardins Du Quebec$553.4K02026-06-30
Exit Wealth Advisors, Llc.$511.4K22026-06-30
Mariner, LLC$507.5K02026-06-30
Wealthfront Advisers LLC$506.4K402026-06-30
Arax Advisory Partners$504K2322026-06-30
Wealth Enhancement Advisory Services, LLC$481.2K1,0262026-06-30
Sig Brokerage, LP$473.3K02026-06-30
Beacon Pointe Advisors, LLC$447.7K4662026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$429.8K02026-06-30
Aries Wealth Management$424.4K42026-06-30
J. Safra Sarasin Holding AG$423.5K02026-06-30
CIBC World Market Inc.$415.6K02026-06-30
Bank of Montreal /can$408K02026-06-30
Eversource Wealth Advisors, LLC$386.9K772026-06-30
MML Investors Services, LLC$385.7K5,1202026-06-30
Northwestern Mutual Wealth Management Co$379.3K02026-06-30
Sava Infond D.o.o.$354.9K02026-06-30
Citadel Advisors LLC$349K02026-06-30
Waverly Advisors, LLC$334K2312026-06-30
Mgo One Seven LLC$330.3K1182026-06-30
Ifp Advisors, Inc$324.7K3182026-06-30
Carlson Financial, Inc.$318.6K42026-06-30
Cwm, LLC$317.2K6672026-03-31
Welch & Forbes LLC$313.5K52026-06-30
Gerber Kawasaki Wealth & Investment Management$311.4K392026-06-30
Kilter Group LLC$302K82026-06-30
Oppenheimer & Co. Inc.$299.9K1,1662026-06-30
Two Sigma Securities, LLC$299.3K02026-06-30
Commerce Bank$294.5K02026-06-30
Apollon Wealth Management, LLC$293.7K1512026-06-30
Keystone Wealth Services, LLC$289.8K122026-06-30
Foundations Investment Advisors, LLC$282.1K3022026-06-30
Stephens Inc /ar$275.9K2432026-06-30
Rockefeller Capital Management LP$272.8K3462026-06-30
Mutual Advisors, LLC$272.6K1532026-06-30
Creative Planning$270.7K1,1712026-06-30
Ledyard National Bank$265.6K02026-06-30
Heritage Wealth Advisors$252.2K152026-06-30
Sargent Investment Group, LLC$248.4K142026-06-30
Retirement Capital Strategies, Inc.$248.2K22026-06-30
Blair William & Co/il$246.3K3292026-06-30
New Edge Wealth$240.6K1512026-06-30
Mercer Global Advisors Inc /adv$237.3K02026-06-30
J.W. Cole Advisors, Inc.$232.9K4992026-06-30
US Bancorp$230.2K02026-06-30
Parallel Advisors, LLC$229.6K752026-06-30
Tudor Investment Corp Et Al$224.6K02026-06-30
Indivisible Partners$224.4K342026-06-30
Fifth Third Bancorp$221.8K02026-06-30
Baird Financial Group, Inc.$219.5K02026-06-30
Truist Financial Corp$219.2K02026-06-30
Private Trust Co NA$217.7K02026-06-30
Investmark Advisory Group LLC$217.1K112026-06-30
Tower Research Capital LLC (trc)$211.6K02026-06-30
Anchor Investment Management, LLC$209.5K62026-03-31
Prosperity - An Eisneramper Company$208.6K652026-06-30
Wealthspire Advisors, LLC$203K2372026-06-30
Ipg Investment Advisors LLC$201.7K402026-06-30
Caption Management, LLC$174.8K02026-06-30
Global Retirement Partners LLC$158.6K4912026-06-30
Clal Insurance Enterprises Holdings Ltd$152.6K02026-06-30
Y.D. More Investments Ltd$144.6K02026-06-30
Deutsche Bank AG$142K02026-06-30
Farther Finance Advisors, LLC$127.4K3342026-06-30
Advisornet Wealth Partners$115K582026-06-30
Blackrock, Inc.$109.2K02026-06-30
Comerica Bank$109.1K02025-12-31
Fmr LLC$98.6K02026-06-30
Harbour Investments, Inc.$90.9K2472026-06-30
Stance Capital LLC$88.5K42026-06-30
Continuum Advisory, LLC$80.9K402026-06-30
Proffitt & Goodson Inc.$67K62026-06-30
Alphacore Capital LLC$64.2K692026-06-30
Sankala Group LLC$60.8K42026-06-30
Umb Bank, N.A.$59.2K02026-06-30
Nfsg Corp$59.2K752026-06-30
Efg International AG$56.4K02026-06-30
Operose Advisors LLC$52.9K142026-06-30
Ameriflex Group, Inc.$52.3K2122026-06-30
TD Waterhouse Canada Inc.$50.7K02026-06-30
Steward Partners Investment Advisory, LLC$50.6K4812026-06-30
Lanark Financial, Inc.$50.2K692026-06-30
Johnson Financial Group, Inc.$49.5K02026-06-30
Larson Financial Group LLC$48.4K672026-06-30
Hm Payson & Co$47.5K02026-06-30
Advisors Preferred, LLC$45.4K22026-06-30
Westside Investment Management, LLC$37.2K72026-06-30
Assetmark, Inc$35.5K2202026-06-30
Sunbelt Securities, Inc.$33.4K632026-03-31
Glassman Wealth Services$31.7K142026-06-30
Franklin Resources Inc$29.6K02026-06-30
Picton Investments$29.6K02026-06-30
Purpose Unlimited Inc.$29K02026-06-30
Geneos Wealth Management, Inc.$28.7K1932026-06-30
Clearstead; Clearstead Advisory Solutions$28.1K642026-06-30
Osbon Capital Management LLC$28.1K22026-06-30
Albion Financial Group /ut$25.1K02026-06-30
CIBC Private Wealth Group LLC$25.1K02025-12-31
Whittier Trust Co of Nevada Inc$24.1K02026-06-30
City Holding Co$23.7K02026-06-30
Aspect Partners, LLC$23.6K52026-06-30
Trust Co of Toledo NA /oh$23.1K02026-06-30
Dunhill Financial, LLC$22.8K122026-06-30
Glass Jacobson Investment Advisors LLC$20.7K102026-06-30
Lodestone Wealth Management LLC$20.3K32026-06-30
Colonial Trust Co / Sc$17.7K02026-06-30
Wilmington Savings Fund Society, Fsb$17.7K02026-06-30
Newedge Advisors$17.6K6012026-06-30
Rhl Group, LLC$17.2K32026-06-30
Cape Investment Advisory, Inc.$16.3K352026-06-30
O'Shaughnessy Asset Management, LLC$16.3K582026-06-30
Edmond de Rothschild Holding S.A.$14.8K02026-06-30
West Branch Capital LLC$14.1K42026-06-30
Ritter Daniher Financial Advisory LLC / de$13.1K02026-06-30
Institute for Wealth Management, Llc.$12.4K132026-06-30
Blue Trust, Inc.$11.1K02026-06-30
Huntington National Bank$11K02026-06-30
Sbi Securities Co., Ltd.$10.6K02026-06-30
Cva Family Office, LLC$10.6K82026-06-30
Vermillion Wealth Management, Inc.$10.5K42026-06-30
New. Advisory Services, LLC$10.2K152026-06-30
Soa Wealth Advisors, Llc.$8.6K102026-06-30
Pacifica Partners Inc.$8.4K82026-06-30
Spire Wealth Management$7.5K32026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$7K02026-06-30
McMillan Office, Inc.$6.5K02026-06-30
International Assets Investment Management, LLC$6.2K1222026-06-30
Adirondack Trust Co$6.1K02026-06-30
Corecap Advisors, LLC$6K1182026-06-30
Thompson Investment Management, Inc.$5.9K62026-06-30
Essential Investment Partners LLC$5.9K22026-06-30
Fiduciary Financial Advisors$5.9K512026-06-30
Smartleaf Asset Management LLC$5.8K92026-06-30
Cambridge Investment Research Advisors, Inc.$5.7K3,9402026-03-31
Rossby Financial, Lcc$4.8K312026-06-30
1620 Investment Advisors, Inc.$4.6K42026-06-30
Cornerstone Planning Group LLC$4.3K232026-06-30
Marshall & Sterling Wealth Advisors Inc.$4.2K102026-06-30
Elevated Capital Advisors, LLC$4K202026-06-30
Gill Capital Partners$3.8K102026-06-30
Guerra Advisors Inc$3.7K172025-09-30
Central Trust Co$3.5K02026-06-30
1 North Wealth Services LLC$3.3K62026-06-30
Mather Group, Llc.$3.3K1102026-06-30
Salem Investment Counselors Inc$3K132026-06-30
Plante Moran Financial Advisors$3K1312026-06-30
Gilpin Wealth Management, LLC$3K42026-06-30
Capital Investment Advisory Services, LLC$2.4K1032026-06-30
Ifg Advisory, LLC$2.4K1102026-06-30
Ayalon Insurance Comp Ltd.$2.3K02026-06-30
Pacific Center for Financial Services$2.3K52026-06-30
Timbuktu Capital Management, LLC$2.2K12026-06-30
Register Financial Advisors LLC$2.2K02026-06-30
Tradewinds Capital Management, LLC$2.1K72026-06-30
Allworth Financial, LP$2K3172026-06-30
Go Invest LLC$1.9K12026-06-30
Signaturefd, LLC$1.5K492026-06-30
Nbh Bank$1.5K02026-06-30
Activest Wealth Management$1.2K142026-06-30
Hrt Financial LP$1.2K02026-06-30
Glen Eagle Advisors, LLC$1K132026-06-30
Natural Investments$1K232026-06-30
Asset Dedication, LLC$888112026-06-30
Sg Americas Securities, LLC$82502026-06-30
Park Avenue Securities LLC$6001,9082026-06-30
Founders Financial Alliance, LLC$532322026-06-30
Janney Montgomery Scott LLC$4751,3422026-06-30
Sycomore Asset Management$44802026-06-30
Banque Cantonale Vaudoise$23702026-06-30
Dhjj Financial Advisors, Ltd.$17872026-06-30
Tsfg, LLC$11862026-06-30
Fourth Dimension Wealth, LLC$11892026-06-30
Center for Financial Planning Inc$60172026-06-30
Parallax Volatility Advisers, LP$5902026-06-30
Capital Analysts, LLC$406082026-06-30
Quent Capital, LLC$402026-06-30
Trinitybridge Ltd$302026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30