TAN Institutional Ownership & Shareholders
INVESCO SOLAR ETF (TAN) is currently held by 214 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $778.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of TAN tracked by InsiderSet, reporting ownership valued at approximately $285.87M 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 $208.80M, representing an estimated loss of -26.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed TAN value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Clal Insurance Enterprises Holdings Ltd, Morgan Stanley, 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
214
Total Reported Value
$778.53M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$285.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.02% | 4,963,053 | $285,871,961 | $208,795,640 | -$77,076,321 | -26.96% | |
| Clal Insurance Enterprises Holdings Ltd | 0.69% | 2,580,400 | $152,631,000 | $108,557,428 | -$44,073,572 | -28.88% | |
| Morgan Stanley | 0.00% | 688,518 | $40,725,860 | $28,965,952 | -$11,759,908 | -28.88% | |
| Ubs Group Ag | 0.01% | 636,079 | $37,624,073 | $26,759,844 | -$10,864,229 | -28.88% | |
| Jane Street Group, Llc | 0.02% | 583,523 | $34,515,385 | $24,548,813 | -$9,966,572 | -28.88% | |
| D. E. Shaw & Co., Inc. | 0.01% | 371,304 | $21,962,632 | $15,620,759 | -$6,341,873 | -28.88% | |
| Humankind Investments Llc | 9.24% | 326,500 | $19,312,475 | $13,735,855 | -$5,576,620 | -28.88% | |
| Lpl Financial Llc | 0.00% | 320,823 | $18,976,650 | $13,497,024 | -$5,479,626 | -28.88% | |
| Bank Of America Corp | 0.00% | 305,140 | $18,049,015 | $12,837,240 | -$5,211,775 | -28.88% | |
| Kingdon Capital Management, L.L.C. | 1.40% | 175,000 | $10,351,250 | $7,362,250 | -$2,989,000 | -28.88% | |
| Susquehanna International Group, Llp | 0.01% | 135,332 | $8,004,888 | $5,693,417 | -$2,311,471 | -28.88% | |
| Royal Bank Of Canada | 0.00% | 125,060 | $7,397,000 | $5,261,274 | -$2,135,726 | -28.87% | |
| Wells Fargo & Company/Mn | 0.00% | 118,317 | $6,998,447 | $4,977,596 | -$2,020,851 | -28.88% | |
| Private Advisor Group, Llc | 0.03% | 101,597 | $6,009,481 | $4,274,186 | -$1,735,295 | -28.88% | |
| Raymond James Financial Inc | 0.00% | 92,980 | $5,499,756 | $3,911,669 | -$1,588,087 | -28.88% | |
| Osaic Holdings, Inc. | 0.01% | 92,840 | $5,491,560 | $3,905,779 | -$1,585,781 | -28.88% | |
| Graham Capital Management, L.P. | 0.14% | 90,500 | $5,353,075 | $3,807,335 | -$1,545,740 | -28.88% | |
| Goldman Sachs Group Inc | 0.00% | 85,947 | $5,083,765 | $3,615,790 | -$1,467,975 | -28.88% | |
| Ntv Asset Management Llc | 0.41% | 100,102 | $4,401,485 | $4,211,291 | -$190,194 | -4.32% | |
| Qube Research & Technologies Ltd | 0.00% | 69,033 | $4,083,302 | $2,904,218 | -$1,179,084 | -28.88% | |
| Hilltop Holdings Inc. | 0.32% | 66,036 | $3,906,029 | $2,778,135 | -$1,127,894 | -28.88% | |
| Cetera Investment Advisers | 0.00% | 54,169 | $3,204,113 | $2,278,890 | -$925,223 | -28.88% | |
| Watershed Asset Management, L.L.C. | 2.86% | 54,000 | $3,194,100 | $2,271,780 | -$922,320 | -28.88% | |
| Imc-Chicago, Llc | 0.03% | 52,726 | $3,118,743 | $2,218,183 | -$900,560 | -28.88% | |
| Advisory Services Network, Llc | 0.03% | 51,685 | $3,057,190 | $2,174,388 | -$882,802 | -28.88% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 50,955 | $3,013,988 | $2,143,677 | -$870,311 | -28.88% |
| National Bank Of Canada | 0.00% | 50,464 | $2,981,918 | $2,123,020 | -$858,898 | -28.80% | |
| Citigroup Inc | 0.00% | 49,113 | $2,905,034 | $2,066,184 | -$838,850 | -28.88% | |
| Pnc Financial Services Group, Inc. | 0.00% | 48,865 | $2,890,372 | $2,055,751 | -$834,621 | -28.88% | |
| Empowered Funds, Llc | 0.01% | 39,401 | $2,330,569 | $1,657,600 | -$672,969 | -28.88% | |
| Squarepoint Ops Llc | 0.00% | 38,873 | $2,299,338 | $1,635,387 | -$663,951 | -28.88% | |
| Ameriprise Financial Inc | 0.00% | 32,104 | $1,898,972 | $1,350,615 | -$548,357 | -28.88% | |
| Envestnet Asset Management Inc | 0.00% | 31,323 | $1,852,727 | $1,317,759 | -$534,968 | -28.87% | |
| Patriot Investment Management Group, Inc. | 0.09% | 36,654 | $1,611,685 | $1,542,034 | -$69,651 | -4.32% | |
| Stifel Financial Corp | 0.00% | 26,539 | $1,569,813 | $1,116,496 | -$453,317 | -28.88% | |
| Pfg Investments, Llc | 0.06% | 25,161 | $1,488,273 | $1,058,523 | -$429,750 | -28.88% | |
| Bnp Paribas Financial Markets | 0.00% | 24,234 | $1,433,441 | $1,019,524 | -$413,917 | -28.88% | |
| Barclays Plc | 0.00% | 22,159 | $1,310,706 | $932,229 | -$378,477 | -28.88% | |
| Y-Intercept (Hong Kong) Ltd | 0.03% | 27,473 | $1,207,988 | $1,155,789 | -$52,199 | -4.32% | |
| Hrt Financial Lp | 0.00% | 19,821 | $1,172,000 | $833,869 | -$338,131 | -28.85% | |
| Simplex Trading, Llc | 0.03% | 19,551 | $1,156,441 | $822,511 | -$333,930 | -28.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,954 | $1,141,188 | $1,091,885 | -$49,303 | -4.32% | |
| Nwam Llc | 0.05% | 17,761 | $1,050,592 | $747,205 | -$303,387 | -28.88% | |
| Natural Investments, Llc | 0.22% | 16,946 | $1,002,000 | $712,918 | -$289,082 | -28.85% | |
| Group One Trading Llc | 0.03% | 16,590 | $981,298 | $697,941 | -$283,357 | -28.88% | |
| Corient Private Wealth Llc | 0.00% | 15,384 | $909,975 | $647,205 | -$262,770 | -28.88% | |
| Focus Partners Wealth | 0.00% | 14,236 | $842,110 | $598,909 | -$243,201 | -28.88% | |
| Sg Americas Securities, Llc | 0.00% | 13,956 | $825,000 | $587,129 | -$237,871 | -28.83% | |
| Scotia Capital Inc. | 0.00% | 13,569 | $802,675 | $570,848 | -$231,827 | -28.88% | |
| Hager Investment Management Services, Llc | 0.35% | 13,044 | $771,565 | $548,761 | -$222,804 | -28.88% |
Frequently asked questions about TAN
Who are the largest institutional holders of TAN?
The largest institutional holders of TAN reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Clal Insurance Enterprises Holdings Ltd, Morgan Stanley, Ubs Group Ag, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported TAN position.
What is TAN institutional ownership?
This page tracks TAN positions reported by institutional investment managers through SEC Form 13F. INVESCO SOLAR ETF (TAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAN?
InsiderSet currently tracks 214 institutional managers reporting TAN 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 TAN shareholders.
How much TAN stock do institutions own?
Institutional investment managers disclosed approximately $778.53M in TAN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAN institutional ownership last updated?
The latest TAN 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 TAN 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 TAN position after the reporting date.
Are institutions buying or selling TAN?
Institutional buying and selling can be analyzed by comparing TAN positions across consecutive 13F reporting periods. InsiderSet's TAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAN ownership changes.
How has TAN institutional ownership changed over time?
InsiderSet tracks TAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.