INVESCO SOLAR ETF (TAN) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $341.63M 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 $25.85M, representing an estimated gain of +4.92% 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
$341.63M
Largest Holder
Morgan Stanley
Largest Position
$24.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
193
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 | $25,851,441 | +$1,211,826 | +4.92% | |
| Bank Of America Corp | 0.00% | 325,356 | $18,125,583 | $19,017,058 | +$891,475 | +4.92% | |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.24% | 317,000 | $17,660,070 | $18,528,650 | +$868,580 | +4.92% | |
| Lpl Financial Llc | 0.00% | 307,898 | $17,152,980 | $17,996,638 | +$843,658 | +4.92% | |
| Millennium Management Llc | 0.01% | 239,365 | $13,335,024 | $13,990,884 | +$655,860 | +4.92% | |
| Lmr Partners Llp | 0.12% | 233,207 | $12,991,962 | $13,630,949 | +$638,987 | +4.92% | |
| Ae Wealth Management Llc | 0.06% | 209,001 | $11,643,446 | $12,216,108 | +$572,662 | +4.92% | |
| Humankind Investments Llc | 6.65% | 209,000 | $11,643,390 | $12,216,050 | +$572,660 | +4.92% | |
| Ubs Group Ag | 0.00% | 177,817 | $9,906,185 | $10,393,404 | +$487,219 | +4.92% | |
| Arp Global Capital Ltd | 5.83% | 177,656 | $9,897,216 | $10,383,993 | +$486,777 | +4.92% | |
| Decker Retirement Planning Inc. | 4.42% | 174,929 | $9,745,295 | $10,224,600 | +$479,305 | +4.92% | |
| Bank Of Montreal | 0.00% | 164,235 | $9,149,531 | $9,599,536 | +$450,005 | +4.92% | |
| Susquehanna International Group, Llp | 0.01% | 162,437 | $9,049,365 | $9,494,443 | +$445,078 | +4.92% | |
| Barclays Plc | 0.00% | 150,386 | $8,378,004 | $8,790,062 | +$412,058 | +4.92% | |
| Lake Hills Wealth Management, Llc | 4.10% | 131,468 | $7,324,082 | $7,684,305 | +$360,223 | +4.92% | |
| Bnp Paribas Financial Markets | 0.00% | 105,674 | $5,887,099 | $6,176,645 | +$289,546 | +4.92% | |
| Wells Fargo & Company/Mn | 0.00% | 100,734 | $5,611,883 | $5,887,902 | +$276,019 | +4.92% | |
| Private Advisor Group, Llc | 0.03% | 99,984 | $5,570,110 | $5,844,065 | +$273,955 | +4.92% | |
| Royal Bank Of Canada | 0.00% | 99,308 | $5,533,000 | $5,804,553 | +$271,553 | +4.91% | |
| Nwam Llc | 0.29% | 90,588 | $5,046,650 | $5,294,869 | +$248,219 | +4.92% | |
| Osaic Holdings, Inc. | 0.01% | 89,332 | $4,976,741 | $5,221,455 | +$244,714 | +4.92% | |
| Raymond James Financial Inc | 0.00% | 81,242 | $4,525,982 | $4,748,595 | +$222,613 | +4.92% | |
| Ntv Asset Management Llc | 0.49% | 79,204 | $4,412,455 | $4,629,474 | +$217,019 | +4.92% | |
| Jane Street Group, Llc | 0.00% | 79,023 | $4,402,371 | $4,618,894 | +$216,523 | +4.92% | |
| Bw Gestao De Investimentos Ltda. | 0.17% | 70,165 | $3,908,892 | $4,101,144 | +$192,252 | +4.92% | |
| Meitav Investment House Ltd | 0.04% | 69,810 | $3,888,000 | $4,080,395 | +$192,395 | +4.95% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 68,413 | $3,811,288 | $3,998,740 | +$187,452 | +4.92% | |
| Davenport & Co Llc | 0.02% | 66,995 | $3,732,291 | $3,915,858 | +$183,567 | +4.92% | |
| Altfest L J & Co Inc | 0.39% | 65,557 | $3,652,185 | $3,831,807 | +$179,622 | +4.92% | |
| National Bank Of Canada | 0.00% | 58,903 | $3,277,363 | $3,442,880 | +$165,517 | +5.05% | |
| Brevan Howard Capital Management Lp | 0.03% | 57,756 | $3,104,674 | $3,375,838 | +$271,164 | +8.73% | |
| Citigroup Inc | 0.00% | 54,421 | $3,031,794 | $3,180,907 | +$149,113 | +4.92% | |
| Independent Financial Group, Llc | 0.03% | 33,117 | $2,856,697 | $1,935,689 | -$921,008 | -32.24% | |
| Great Diamond Partners, Llc | 0.53% | 49,695 | $2,768,508 | $2,904,673 | +$136,165 | +4.92% | |
| Advisory Services Network, Llc | 0.04% | 49,605 | $2,763,515 | $2,899,412 | +$135,897 | +4.92% | |
| Pnc Financial Services Group, Inc. | 0.00% | 48,367 | $2,694,532 | $2,827,051 | +$132,519 | +4.92% | |
| Peak6 Llc | 0.08% | 47,663 | $2,655,306 | $2,785,902 | +$130,596 | +4.92% | |
| Hilltop Holdings Inc. | 0.23% | 45,925 | $2,558,482 | $2,684,316 | +$125,834 | +4.92% | |
| Cetera Investment Advisers | 0.00% | 42,946 | $2,392,538 | $2,510,194 | +$117,656 | +4.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,730 | $2,324,800 | $2,439,119 | +$114,319 | +4.92% | |
| Florin Court Capital Llp | 8.77% | 41,700 | $2,323,107 | $2,437,365 | +$114,258 | +4.92% | |
| Patriot Investment Management Group, Inc. | 0.13% | 36,654 | $2,042,005 | $2,142,426 | +$100,421 | +4.92% | |
| Watershed Asset Management, L.L.C. | 2.08% | 36,000 | $2,005,560 | $2,104,200 | +$98,640 | +4.92% | |
| Simplex Trading, Llc | 0.06% | 35,060 | $1,953,192 | $2,049,257 | +$96,065 | +4.92% | |
| Empowered Funds, Llc | 0.01% | 32,310 | $1,799,990 | $1,888,520 | +$88,530 | +4.92% | |
| Envestnet Asset Management Inc | 0.00% | 29,785 | $1,659,295 | $1,740,933 | +$81,638 | +4.92% | |
| October Effect Ltd | 1.87% | 29,207 | $1,627,122 | $1,707,149 | +$80,027 | +4.92% | |
| Harbour Investments, Inc. | 0.02% | 26,825 | $1,494,423 | $1,567,921 | +$73,498 | +4.92% | |
| Goldman Sachs Group Inc | 0.00% | 22,524 | $1,254,812 | $1,316,528 | +$61,716 | +4.92% | |
| Stifel Financial Corp | 0.00% | 21,912 | $1,220,740 | $1,280,756 | +$60,016 | +4.92% |
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.