IGPT Institutional Ownership & Shareholders
INVESCO AI AND NEXT GEN SOFT (IGPT) is currently held by 182 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $447.39M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of IGPT tracked by InsiderSet, reporting ownership valued at approximately $70.28M in its June 30, 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 $56.52M, representing an estimated loss of -19.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed IGPT value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Morgan Stanley, Lpl Financial Llc, 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
182
Total Reported Value
$447.39M
Largest Holder
Ubs Group Ag
Largest Position
$70.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
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% | 675,133 | $70,281,345 | $56,515,383 | -$13,765,962 | -19.59% | |
| Morgan Stanley | 0.00% | 568,267 | $59,156,652 | $47,569,631 | -$11,587,021 | -19.59% | |
| Lpl Financial Llc | 0.01% | 516,825 | $53,801,522 | $43,263,421 | -$10,538,101 | -19.59% | |
| Ameriprise Financial Inc | 0.01% | 275,392 | $28,695,968 | $23,053,064 | -$5,642,904 | -19.66% | |
| Journey Strategic Wealth Llc | 0.50% | 347,188 | $20,159,141 | $29,063,107 | +$8,903,966 | +44.17% | |
| Bank Of America Corp | 0.00% | 163,491 | $17,019,422 | $13,685,832 | -$3,333,590 | -19.59% | |
| Raymond James Financial Inc | 0.00% | 149,873 | $15,601,808 | $12,545,869 | -$3,055,939 | -19.59% | |
| Jones Financial Companies Lllp | 0.01% | 156,993 | $15,517,188 | $13,141,884 | -$2,375,304 | -15.31% | |
| Susquehanna International Group, Llp | 0.01% | 147,342 | $15,338,302 | $12,333,999 | -$3,004,303 | -19.59% | |
| Osaic Holdings, Inc. | 0.02% | 129,973 | $13,531,218 | $10,880,040 | -$2,651,178 | -19.59% | |
| Royal Bank Of Canada | 0.00% | 101,148 | $10,530,000 | $8,467,099 | -$2,062,901 | -19.59% | |
| Cetera Investment Advisers | 0.01% | 79,323 | $8,257,537 | $6,640,128 | -$1,617,409 | -19.59% | |
| Stonecrest Wealth Management, Inc. | 2.27% | 68,258 | $7,105,658 | $5,713,877 | -$1,391,781 | -19.59% | |
| Private Advisor Group, Llc | 0.03% | 59,431 | $6,186,797 | $4,974,969 | -$1,211,828 | -19.59% | |
| Marshall Wace, Llp | 0.00% | 47,358 | $4,929,967 | $3,964,338 | -$965,629 | -19.59% | |
| Truist Financial Corp | 0.01% | 47,948 | $4,875,864 | $4,013,727 | -$862,137 | -17.68% | |
| Corient Private Wealth Llc | 0.01% | 39,168 | $4,077,457 | $3,278,753 | -$798,704 | -19.59% | |
| Flow Traders U.S. Llc | 0.16% | 36,886 | $3,840,000 | $3,087,727 | -$752,273 | -19.59% | |
| Kingsview Wealth Management, Llc | 0.04% | 33,597 | $3,497,449 | $2,812,405 | -$685,044 | -19.59% | |
| Clear Creek Financial Management, Llc | 0.26% | 33,767 | $3,433,722 | $2,826,636 | -$607,086 | -17.68% | |
| Berkshire Money Management, Inc. | 0.29% | 33,381 | $3,394,514 | $2,794,324 | -$600,190 | -17.68% | |
| Envestnet Asset Management Inc | 0.00% | 26,656 | $2,774,931 | $2,231,374 | -$543,557 | -19.59% | |
| Indie Asset Partners, Llc | 2.58% | 25,866 | $2,692,651 | $2,165,243 | -$527,408 | -19.59% | |
| Stifel Financial Corp | 0.00% | 24,073 | $2,506,099 | $2,015,151 | -$490,948 | -19.59% | |
| Soltis Investment Advisors Llc | 0.11% | 23,281 | $2,367,435 | $1,948,853 | -$418,582 | -17.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,134 | $2,200,010 | $1,769,127 | -$430,883 | -19.59% | |
| Kestra Private Wealth Services, Llc | 0.02% | 21,525 | $2,188,827 | $1,801,858 | -$386,969 | -17.68% | |
| Dynamic Advisor Solutions Llc | 0.06% | 20,677 | $2,102,644 | $1,730,872 | -$371,772 | -17.68% | |
| Bay Capital Advisors, Llc | 1.03% | 19,131 | $1,945,438 | $1,601,456 | -$343,982 | -17.68% | |
| M Holdings Securities, Inc. | 0.25% | 18,174 | $1,810,000 | $1,521,346 | -$288,654 | -15.95% | |
| Quantinno Capital Management Lp | 0.00% | 16,525 | $1,720,253 | $1,383,308 | -$336,945 | -19.59% | |
| Bawa N Mallick Trust | 0.56% | 16,500 | $1,717,678 | $1,381,215 | -$336,463 | -19.59% | |
| Mml Investors Services, Llc | 0.00% | 15,698 | $1,634,199 | $1,314,080 | -$320,119 | -19.59% | |
| Nilsine Partners, Llc | 0.11% | 15,232 | $1,585,651 | $1,275,071 | -$310,580 | -19.59% | |
| Principle Wealth Partners Llc | 0.08% | 14,798 | $1,540,424 | $1,238,741 | -$301,683 | -19.58% | |
| Hsbc Holdings Plc | 0.00% | 13,600 | $1,415,760 | $1,138,456 | -$277,304 | -19.59% | |
| Ep Wealth Advisors, Llc | 0.01% | 13,479 | $1,403,164 | $1,128,327 | -$274,837 | -19.59% | |
| Corecap Advisors, Llc | 0.04% | 12,474 | $1,268,481 | $1,044,199 | -$224,282 | -17.68% | |
| Coppell Advisory Solutions Llc | 0.10% | 1 | $1,262,235 | $84 | -$1,262,151 | -99.99% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,387 | $1,185,404 | $953,206 | -$232,198 | -19.59% | |
| Rfg - Bristol Wealth Advisors, Llc | 0.27% | 11,132 | $1,132,036 | $931,860 | -$200,176 | -17.68% | |
| Cresset Asset Management, Llc | 0.00% | 10,871 | $1,131,715 | $910,011 | -$221,704 | -19.59% | |
| Cibc Bancorp Usa Inc. | 0.00% | 10,500 | $1,093,050 | $878,955 | -$214,095 | -19.59% | |
| Flagship Harbor Advisors, Llc | 0.04% | 10,541 | $1,071,913 | $882,387 | -$189,526 | -17.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,097 | $1,009,706 | $845,220 | -$164,486 | -16.29% | |
| Captrust Financial Advisors | 0.00% | 9,415 | $980,102 | $788,130 | -$191,972 | -19.59% | |
| Pacific Sun Financial Corp | 0.40% | 9,205 | $958,241 | $770,551 | -$187,690 | -19.59% | |
| Brookwood Investment Group Llc | 0.11% | 8,766 | $912,541 | $733,802 | -$178,739 | -19.59% | |
| Mutual Advisors, Llc | 0.02% | 8,749 | $910,771 | $732,379 | -$178,392 | -19.59% | |
| Aspen Investment Management Inc | 0.24% | 8,606 | $896,000 | $720,408 | -$175,592 | -19.60% |
Frequently asked questions about IGPT
Who are the largest institutional holders of IGPT?
The largest institutional holders of IGPT reported in the latest SEC Form 13F filings include Ubs Group Ag, Morgan Stanley, Lpl Financial Llc, Ameriprise Financial Inc, and Journey Strategic Wealth Llc. InsiderSet ranks institutional holders by their latest reported IGPT position.
What is IGPT institutional ownership?
This page tracks IGPT positions reported by institutional investment managers through SEC Form 13F. INVESCO AI AND NEXT GEN SOFT (IGPT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IGPT?
InsiderSet currently tracks 182 institutional managers reporting IGPT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IGPT shareholders.
How much IGPT stock do institutions own?
Institutional investment managers disclosed approximately $447.39M in IGPT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IGPT institutional ownership last updated?
The latest IGPT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IGPT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IGPT position after the reporting date.
Are institutions buying or selling IGPT?
Institutional buying and selling can be analyzed by comparing IGPT positions across consecutive 13F reporting periods. InsiderSet's IGPT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IGPT ownership changes.
How has IGPT institutional ownership changed over time?
InsiderSet tracks IGPT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.