INVESCO AI AND NEXT GEN SOFT (IGPT) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $519.76M 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 $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 $60.62M, representing an estimated loss of -13.75% 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, Hightower Advisors, 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
192
Total Reported Value
$519.76M
Largest Holder
Ubs Group Ag
Largest Position
$70.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
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 | $60,620,192 | -$9,661,153 | -13.75% | |
| Morgan Stanley | 0.00% | 568,267 | $59,156,652 | $51,024,694 | -$8,131,958 | -13.75% | |
| Hightower Advisors, Llc | 0.05% | 529,127 | $55,082,168 | $47,510,313 | -$7,571,855 | -13.75% | |
| Lpl Financial Llc | 0.01% | 516,825 | $53,801,522 | $46,405,717 | -$7,395,805 | -13.75% | |
| Ameriprise Financial Inc | 0.01% | 275,392 | $28,695,968 | $24,727,448 | -$3,968,520 | -13.83% | |
| Berkshire Money Management, Inc. | 2.13% | 224,341 | $23,353,899 | $20,143,578 | -$3,210,321 | -13.75% | |
| Journey Strategic Wealth Llc | 0.50% | 347,188 | $20,159,141 | $31,174,011 | +$11,014,870 | +54.64% | |
| Bank Of America Corp | 0.00% | 163,491 | $17,019,422 | $14,679,857 | -$2,339,565 | -13.75% | |
| Raymond James Financial Inc | 0.00% | 149,873 | $15,601,808 | $13,457,097 | -$2,144,711 | -13.75% | |
| Jones Financial Companies Lllp | 0.01% | 156,993 | $15,517,188 | $14,096,401 | -$1,420,787 | -9.16% | |
| Susquehanna International Group, Llp | 0.01% | 147,342 | $15,338,302 | $13,229,838 | -$2,108,464 | -13.75% | |
| Osaic Holdings, Inc. | 0.02% | 129,973 | $13,531,218 | $11,670,276 | -$1,860,942 | -13.75% | |
| Royal Bank Of Canada | 0.00% | 101,148 | $10,530,000 | $9,082,079 | -$1,447,921 | -13.75% | |
| Cetera Investment Advisers | 0.01% | 79,323 | $8,257,537 | $7,122,412 | -$1,135,125 | -13.75% | |
| Stonecrest Wealth Management, Inc. | 2.27% | 68,258 | $7,105,658 | $6,128,886 | -$976,772 | -13.75% | |
| Private Advisor Group, Llc | 0.03% | 59,431 | $6,186,797 | $5,336,309 | -$850,488 | -13.75% | |
| Marshall Wace, Llp | 0.00% | 47,358 | $4,929,967 | $4,252,275 | -$677,692 | -13.75% | |
| Corient Private Wealth Llc | 0.01% | 39,169 | $4,077,457 | $3,516,985 | -$560,472 | -13.75% | |
| Kingsview Wealth Management, Llc | 0.04% | 33,597 | $3,497,449 | $3,016,675 | -$480,774 | -13.75% | |
| Clear Creek Financial Management, Llc | 0.22% | 32,398 | $3,372,587 | $2,909,016 | -$463,571 | -13.75% | |
| Kestra Private Wealth Services, Llc | 0.03% | 30,044 | $3,127,528 | $2,697,651 | -$429,877 | -13.74% | |
| Envestnet Asset Management Inc | 0.00% | 26,656 | $2,774,931 | $2,393,442 | -$381,489 | -13.75% | |
| Indie Asset Partners, Llc | 2.58% | 25,866 | $2,692,651 | $2,322,508 | -$370,143 | -13.75% | |
| Stifel Financial Corp | 0.00% | 24,073 | $2,506,099 | $2,161,515 | -$344,584 | -13.75% | |
| Bay Capital Advisors, Llc | 1.21% | 21,753 | $2,264,495 | $1,953,202 | -$311,293 | -13.75% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,134 | $2,200,010 | $1,897,622 | -$302,388 | -13.74% | |
| Dynamic Advisor Solutions Llc | 0.06% | 20,922 | $2,177,980 | $1,878,586 | -$299,394 | -13.75% | |
| Quantinno Capital Management Lp | 0.00% | 16,525 | $1,720,253 | $1,483,780 | -$236,473 | -13.75% | |
| Bawa N Mallick Trust | 0.56% | 16,500 | $1,717,678 | $1,481,535 | -$236,143 | -13.75% | |
| Soltis Investment Advisors Llc | 0.09% | 15,750 | $1,639,565 | $1,414,193 | -$225,373 | -13.75% | |
| Mml Investors Services, Llc | 0.00% | 15,698 | $1,634,199 | $1,409,523 | -$224,676 | -13.75% | |
| Nilsine Partners, Llc | 0.11% | 15,232 | $1,585,651 | $1,367,681 | -$217,970 | -13.75% | |
| Principle Wealth Partners Llc | 0.08% | 14,798 | $1,540,424 | $1,328,712 | -$211,712 | -13.74% | |
| Hsbc Holdings Plc | 0.00% | 13,600 | $1,415,760 | $1,221,144 | -$194,616 | -13.75% | |
| Ep Wealth Advisors, Llc | 0.01% | 13,479 | $1,403,164 | $1,210,279 | -$192,885 | -13.75% | |
| Truist Financial Corp | 0.00% | 13,051 | $1,358,642 | $1,171,849 | -$186,793 | -13.75% | |
| Corecap Advisors, Llc | 0.04% | 12,672 | $1,319,155 | $1,137,819 | -$181,336 | -13.75% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.02% | 12,367 | $1,287,405 | $1,110,433 | -$176,972 | -13.75% | |
| Independent Financial Group, Llc | 0.02% | 12,200 | $1,270,023 | $1,095,438 | -$174,585 | -13.75% | |
| Coppell Advisory Solutions Llc | 0.10% | 1 | $1,262,235 | $90 | -$1,262,145 | -99.99% | |
| Rfg - Bristol Wealth Advisors, Llc | 0.29% | 11,393 | $1,186,035 | $1,022,977 | -$163,058 | -13.75% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,387 | $1,185,404 | $1,022,439 | -$162,965 | -13.75% | |
| Cresset Asset Management, Llc | 0.00% | 10,871 | $1,131,715 | $976,107 | -$155,608 | -13.75% | |
| Flagship Harbor Advisors, Llc | 0.04% | 10,541 | $1,097,318 | $946,476 | -$150,842 | -13.75% | |
| Cibc Bancorp Usa Inc. | 0.00% | 10,500 | $1,093,050 | $942,795 | -$150,255 | -13.75% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,086 | $998,117 | $905,622 | -$92,495 | -9.27% | |
| Captrust Financial Advisors | 0.00% | 9,415 | $980,102 | $845,373 | -$134,729 | -13.75% | |
| Pacific Sun Financial Corp | 0.40% | 9,205 | $958,241 | $826,517 | -$131,724 | -13.75% | |
| Brookwood Investment Group Llc | 0.11% | 8,766 | $912,541 | $787,099 | -$125,442 | -13.75% | |
| Mutual Advisors, Llc | 0.02% | 8,749 | $910,771 | $785,573 | -$125,198 | -13.75% |
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.