INVESCO SOLAR ETF (TAN) Institutional Shareholders
INVESCO SOLAR ETF (TAN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $352.42M in TAN holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of TAN tracked by InsiderSet, reporting ownership valued at approximately $24.64M 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 $21.82M, representing an estimated loss of -11.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed TAN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management), and several other long-term asset managers with concentrated positions in INVESCO SOLAR ETF (TAN).
This page ranks the largest institutional TAN 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
242
Total Reported Value
$352.42M
Largest Holder
Morgan Stanley
Largest Position
$24.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
146
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 442,283 | $24,639,615 | $21,817,820 | -$2,821,795 | -11.45% | |
| Bank Of America Corp | 0.00% | 325,356 | $18,125,583 | $16,049,811 | -$2,075,772 | -11.45% | |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.24% | 317,000 | $17,660,070 | $15,637,610 | -$2,022,460 | -11.45% | |
| Lpl Financial Llc | 0.00% | 307,898 | $17,152,980 | $15,188,608 | -$1,964,372 | -11.45% | |
| Millennium Management Llc | 0.01% | 239,365 | $13,335,024 | $11,807,875 | -$1,527,149 | -11.45% | |
| Lmr Partners Llp | 0.12% | 233,207 | $12,991,962 | $11,504,101 | -$1,487,861 | -11.45% | |
| Lake Hills Wealth Management, Llc | 5.80% | 215,589 | $12,752,089 | $10,635,005 | -$2,117,084 | -16.60% | |
| Decker Retirement Planning Inc. | 4.29% | 212,823 | $12,588,480 | $10,498,559 | -$2,089,921 | -16.60% | |
| Ae Wealth Management Llc | 0.06% | 209,001 | $11,643,446 | $10,310,019 | -$1,333,427 | -11.45% | |
| Humankind Investments Llc | 6.65% | 209,000 | $11,643,390 | $10,309,970 | -$1,333,420 | -11.45% | |
| Wealth High Governance Asset Management Ltda. | 2.09% | 194,159 | $9,944,649 | $9,577,863 | -$366,786 | -3.69% | |
| Ubs Group Ag | 0.00% | 177,817 | $9,906,185 | $8,771,713 | -$1,134,472 | -11.45% | |
| Arp Global Capital Ltd | 5.83% | 177,656 | $9,897,216 | $8,763,770 | -$1,133,446 | -11.45% | |
| Bank Of Montreal | 0.00% | 164,235 | $9,149,531 | $8,101,713 | -$1,047,818 | -11.45% | |
| Susquehanna International Group, Llp | 0.01% | 162,437 | $9,049,365 | $8,013,017 | -$1,036,348 | -11.45% | |
| Barclays Plc | 0.00% | 150,386 | $8,378,004 | $7,418,541 | -$959,463 | -11.45% | |
| Commonwealth Equity Services, Llc | 0.01% | 113,075 | $6,688,377 | $5,577,990 | -$1,110,387 | -16.60% | |
| Private Advisor Group, Llc | 0.03% | 101,597 | $6,009,481 | $5,011,780 | -$997,701 | -16.60% | |
| Bnp Paribas Financial Markets | 0.00% | 105,674 | $5,887,099 | $5,212,898 | -$674,201 | -11.45% | |
| Wells Fargo & Company/Mn | 0.00% | 100,734 | $5,611,883 | $4,969,208 | -$642,675 | -11.45% | |
| Royal Bank Of Canada | 0.00% | 99,308 | $5,533,000 | $4,898,864 | -$634,136 | -11.46% | |
| Osaic Holdings, Inc. | 0.01% | 89,332 | $4,976,741 | $4,406,748 | -$569,993 | -11.45% | |
| Raymond James Financial Inc | 0.00% | 81,242 | $4,525,982 | $4,007,668 | -$518,314 | -11.45% | |
| Ntv Asset Management Llc | 0.49% | 79,204 | $4,412,455 | $3,907,133 | -$505,322 | -11.45% | |
| Jane Street Group, Llc | 0.00% | 79,023 | $4,402,371 | $3,898,205 | -$504,166 | -11.45% | |
| Davenport & Co Llc | 0.02% | 67,400 | $3,986,710 | $3,324,842 | -$661,868 | -16.60% | |
| Bw Gestao De Investimentos Ltda. | 0.17% | 70,165 | $3,908,892 | $3,461,239 | -$447,653 | -11.45% | |
| Wealth High Governance Capital Ltda | 1.17% | 70,165 | $3,908,892 | $3,461,239 | -$447,653 | -11.45% | |
| National Bank Of Canada | 0.00% | 58,903 | $3,277,363 | $2,905,685 | -$371,678 | -11.34% | |
| Brevan Howard Capital Management Lp | 0.03% | 57,756 | $3,104,674 | $2,849,103 | -$255,571 | -8.23% | |
| Citigroup Inc | 0.00% | 54,421 | $3,031,794 | $2,684,588 | -$347,206 | -11.45% | |
| Great Diamond Partners, Llc | 0.51% | 49,705 | $2,940,051 | $2,451,948 | -$488,103 | -16.60% | |
| Advisory Services Network, Llc | 0.04% | 49,605 | $2,763,515 | $2,447,015 | -$316,500 | -11.45% | |
| Pnc Financial Services Group, Inc. | 0.00% | 48,367 | $2,694,532 | $2,385,944 | -$308,588 | -11.45% | |
| Peak6 Llc | 0.08% | 47,663 | $2,655,306 | $2,351,216 | -$304,090 | -11.45% | |
| Hilltop Holdings Inc. | 0.23% | 45,925 | $2,558,482 | $2,265,480 | -$293,002 | -11.45% | |
| Cetera Investment Advisers | 0.00% | 42,946 | $2,392,538 | $2,118,526 | -$274,012 | -11.45% | |
| Florin Court Capital Llp | 8.77% | 41,700 | $2,323,107 | $2,057,061 | -$266,046 | -11.45% | |
| Del-Sette Capital Management, Llc | 1.30% | 37,637 | $2,226,229 | $1,856,633 | -$369,596 | -16.60% | |
| Patriot Investment Management Group, Inc. | 0.13% | 36,654 | $2,168,095 | $1,808,142 | -$359,953 | -16.60% | |
| Watershed Asset Management, L.L.C. | 2.08% | 36,000 | $2,005,560 | $1,775,880 | -$229,680 | -11.45% | |
| Simplex Trading, Llc | 0.06% | 35,060 | $1,953,192 | $1,729,510 | -$223,682 | -11.45% | |
| Empowered Funds, Llc | 0.01% | 32,310 | $1,799,990 | $1,593,852 | -$206,138 | -11.45% | |
| Envestnet Asset Management Inc | 0.00% | 29,785 | $1,659,295 | $1,469,294 | -$190,001 | -11.45% | |
| Harbour Investments, Inc. | 0.02% | 26,825 | $1,494,423 | $1,323,277 | -$171,146 | -11.45% | |
| Pfg Investments, Llc | 0.06% | 25,161 | $1,488,273 | $1,241,192 | -$247,081 | -16.60% | |
| Goldman Sachs Group Inc | 0.00% | 22,524 | $1,254,812 | $1,111,109 | -$143,703 | -11.45% | |
| Stifel Financial Corp | 0.00% | 21,912 | $1,220,740 | $1,080,919 | -$139,821 | -11.45% | |
| Vontobel Holding Ltd. | 0.00% | 20,210 | $1,125,899 | $996,959 | -$128,940 | -11.45% | |
| Nwam Llc | 0.05% | 17,761 | $1,050,592 | $876,150 | -$174,442 | -16.60% |
Frequently asked questions about TAN
Who owns the most TAN stock?
The largest holders of TAN 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 SOLAR ETF (TAN).
Is TAN widely held by superinvestors?
Many widely followed stocks like TAN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TAN 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.