INVESCO AI AND NEXT GEN SOFT (IGPT) Top Institutional Shareholders
INVESCO AI AND NEXT GEN SOFT (IGPT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $251.18M in IGPT holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of IGPT tracked by InsiderSet, reporting ownership valued at approximately $39.57M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $68.70M, representing an estimated gain of +73.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed IGPT value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO AI AND NEXT GEN SOFT (IGPT).
This page ranks the largest institutional IGPT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
144
Total Reported Value
$251.18M
Largest Holder
Ubs Group Ag
Largest Position
$39.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
160
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 681,518 | $39,571,661 | $68,697,014 | +$29,125,353 | +73.60% | |
| Lpl Financial Llc | 0.01% | 458,753 | $26,637,005 | $46,242,302 | +$19,605,297 | +73.60% | |
| Morgan Stanley | 0.00% | 449,155 | $26,079,829 | $45,274,824 | +$19,194,995 | +73.60% | |
| Journey Strategic Wealth Llc | 0.50% | 347,188 | $20,159,141 | $34,996,550 | +$14,837,409 | +73.60% | |
| Ameriprise Financial Inc | 0.00% | 295,914 | $17,185,872 | $29,828,131 | +$12,642,259 | +73.56% | |
| Hightower Advisors, Llc | 0.02% | 289,551 | $16,812,520 | $29,186,741 | +$12,374,221 | +73.60% | |
| Berkshire Money Management, Inc. | 1.39% | 234,552 | $13,619,028 | $23,642,842 | +$10,023,814 | +73.60% | |
| Bank Of America Corp | 0.00% | 153,751 | $8,927,404 | $15,498,101 | +$6,570,697 | +73.60% | |
| Royal Bank Of Canada | 0.00% | 117,161 | $6,803,000 | $11,809,829 | +$5,006,829 | +73.60% | |
| Jones Financial Companies Lllp | 0.00% | 116,903 | $6,654,119 | $11,783,822 | +$5,129,703 | +77.09% | |
| Osaic Holdings, Inc. | 0.01% | 111,093 | $6,450,150 | $11,198,174 | +$4,748,024 | +73.61% | |
| Raymond James Financial Inc | 0.00% | 93,834 | $5,448,395 | $9,458,467 | +$4,010,072 | +73.60% | |
| Cetera Investment Advisers | 0.00% | 73,948 | $4,293,721 | $7,453,958 | +$3,160,237 | +73.60% | |
| Silverleafe Capital Partners, Llc | 1.28% | 72,927 | $4,234,443 | $7,351,042 | +$3,116,599 | +73.60% | |
| Jane Street Group, Llc | 0.00% | 43,209 | $2,508,887 | $4,355,467 | +$1,846,580 | +73.60% | |
| Mariner, Llc | 0.00% | 41,527 | $2,411,223 | $4,185,922 | +$1,774,699 | +73.60% | |
| Kestra Private Wealth Services, Llc | 0.03% | 38,815 | $2,253,725 | $3,912,552 | +$1,658,827 | +73.60% | |
| Corient Private Wealth Llc | 0.00% | 32,006 | $1,858,376 | $3,226,205 | +$1,367,829 | +73.60% | |
| Clear Creek Financial Management, Llc | 0.14% | 30,744 | $1,785,095 | $3,098,995 | +$1,313,900 | +73.60% | |
| Kingsview Wealth Management, Llc | 0.02% | 26,119 | $1,516,574 | $2,632,795 | +$1,116,221 | +73.60% | |
| Indie Asset Partners, Llc | 1.69% | 25,603 | $1,486,613 | $2,580,782 | +$1,094,169 | +73.60% | |
| Independent Financial Group, Llc | 0.02% | 11,943 | $1,414,202 | $1,203,854 | -$210,348 | -14.87% | |
| Dynamic Advisor Solutions Llc | 0.04% | 22,854 | $1,326,995 | $2,303,683 | +$976,688 | +73.60% | |
| Private Advisor Group, Llc | 0.01% | 22,472 | $1,304,835 | $2,265,178 | +$960,343 | +73.60% | |
| Bay Capital Advisors, Llc | 0.78% | 21,912 | $1,272,302 | $2,208,730 | +$936,428 | +73.60% | |
| Stifel Financial Corp | 0.00% | 20,507 | $1,190,772 | $2,067,106 | +$876,334 | +73.59% | |
| Citadel Advisors Llc | 0.00% | 20,169 | $1,171,093 | $2,033,035 | +$861,942 | +73.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,259 | $1,118,227 | $1,941,307 | +$823,080 | +73.61% | |
| Envestnet Asset Management Inc | 0.00% | 15,272 | $886,727 | $1,539,418 | +$652,691 | +73.61% | |
| Atlasmark Financial, Inc | 0.05% | 15,158 | $874,246 | $1,527,926 | +$653,680 | +74.77% | |
| Bawa N Mallick Trust | 0.36% | 15,000 | $870,960 | $1,512,000 | +$641,040 | +73.60% | |
| Hsbc Holdings Plc | 0.00% | 13,600 | $789,670 | $1,370,880 | +$581,210 | +73.60% | |
| Ep Wealth Advisors, Llc | 0.00% | 13,514 | $784,677 | $1,362,211 | +$577,534 | +73.60% | |
| Mml Investors Services, Llc | 0.00% | 12,891 | $748,512 | $1,299,413 | +$550,901 | +73.60% | |
| Corecap Advisors, Llc | 0.03% | 12,679 | $736,193 | $1,278,043 | +$541,850 | +73.60% | |
| Truist Financial Corp | 0.00% | 12,398 | $719,895 | $1,249,718 | +$529,823 | +73.60% | |
| Rfg - Bristol Wealth Advisors, Llc | 0.18% | 11,787 | $684,413 | $1,188,130 | +$503,717 | +73.60% | |
| Cresset Asset Management, Llc | 0.00% | 10,871 | $631,238 | $1,095,797 | +$464,559 | +73.59% | |
| Quantinno Capital Management Lp | 0.00% | 10,563 | $613,330 | $1,064,750 | +$451,420 | +73.60% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 10,515 | $610,543 | $1,059,912 | +$449,369 | +73.60% | |
| Cibc Bancorp Usa Inc. | 0.00% | 10,500 | $609,672 | $1,058,400 | +$448,728 | +73.60% | |
| Flagship Harbor Advisors, Llc | 0.03% | 10,347 | $600,788 | $1,042,978 | +$442,190 | +73.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,065 | $598,016 | $1,014,552 | +$416,536 | +69.65% | |
| Rockefeller Capital Management L.P. | 0.00% | 10,292 | $597,604 | $1,037,434 | +$439,830 | +73.60% | |
| Brookwood Investment Group Llc | 0.07% | 10,046 | $583,311 | $1,012,637 | +$429,326 | +73.60% | |
| Captrust Financial Advisors | 0.00% | 9,423 | $547,137 | $949,838 | +$402,701 | +73.60% | |
| Pacific Sun Financial Corp | 0.26% | 9,270 | $538,253 | $934,416 | +$396,163 | +73.60% | |
| Creative Planning | 0.00% | 8,096 | $470,096 | $816,077 | +$345,981 | +73.60% | |
| Gfs Advisors, Llc | 0.06% | 13,710 | $461,479 | $1,381,968 | +$920,489 | +199.46% | |
| Fifth Third Bancorp | 0.00% | 7,852 | $455,919 | $791,482 | +$335,563 | +73.60% |
Frequently asked questions about IGPT
Who owns the most IGPT stock?
The largest holders of IGPT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO AI AND NEXT GEN SOFT (IGPT).
Is IGPT widely held by superinvestors?
Many widely followed stocks like IGPT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IGPT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.