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 $677.71M in TAN holdings during the latest filing period.
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 $257.93M, representing an estimated loss of -9.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed TAN value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Morgan Stanley, Ubs Group Ag, 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
233
Total Reported Value
$677.71M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$285.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
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 | $257,929,864 | -$27,942,097 | -9.77% | |
| Morgan Stanley | 0.00% | 688,518 | $40,725,860 | $35,782,280 | -$4,943,580 | -12.14% | |
| Ubs Group Ag | 0.01% | 636,079 | $37,624,073 | $33,057,026 | -$4,567,047 | -12.14% | |
| Jane Street Group, Llc | 0.02% | 583,523 | $34,515,385 | $30,325,690 | -$4,189,695 | -12.14% | |
| D. E. Shaw & Co., Inc. | 0.01% | 371,304 | $21,962,632 | $19,296,669 | -$2,665,963 | -12.14% | |
| Humankind Investments Llc | 9.24% | 326,500 | $19,312,475 | $16,968,205 | -$2,344,270 | -12.14% | |
| Lpl Financial Llc | 0.00% | 320,823 | $18,976,650 | $16,673,171 | -$2,303,479 | -12.14% | |
| Bank Of America Corp | 0.00% | 305,140 | $18,049,015 | $15,858,126 | -$2,190,889 | -12.14% | |
| Lake Hills Wealth Management, Llc | 5.80% | 215,589 | $12,752,089 | $11,204,160 | -$1,547,929 | -12.14% | |
| Decker Retirement Planning Inc. | 4.29% | 212,823 | $12,588,480 | $11,060,411 | -$1,528,069 | -12.14% | |
| Kingdon Capital Management, L.L.C. | 1.40% | 175,000 | $10,351,250 | $9,094,750 | -$1,256,500 | -12.14% | |
| Susquehanna International Group, Llp | 0.01% | 135,332 | $8,004,888 | $7,033,204 | -$971,684 | -12.14% | |
| Royal Bank Of Canada | 0.00% | 125,060 | $7,397,000 | $6,499,368 | -$897,632 | -12.14% | |
| Wells Fargo & Company/Mn | 0.00% | 118,317 | $6,998,447 | $6,148,934 | -$849,513 | -12.14% | |
| Commonwealth Equity Services, Llc | 0.01% | 113,075 | $6,688,377 | $5,876,508 | -$811,869 | -12.14% | |
| Ntv Asset Management Llc | 0.62% | 106,419 | $6,294,684 | $5,530,595 | -$764,089 | -12.14% | |
| Private Advisor Group, Llc | 0.03% | 101,597 | $6,009,481 | $5,279,996 | -$729,485 | -12.14% | |
| Raymond James Financial Inc | 0.00% | 92,980 | $5,499,756 | $4,832,171 | -$667,585 | -12.14% | |
| Osaic Holdings, Inc. | 0.01% | 92,840 | $5,491,560 | $4,824,895 | -$666,665 | -12.14% | |
| Graham Capital Management, L.P. | 0.14% | 90,500 | $5,353,075 | $4,703,285 | -$649,790 | -12.14% | |
| Goldman Sachs Group Inc | 0.00% | 85,947 | $5,083,765 | $4,466,666 | -$617,099 | -12.14% | |
| Qube Research & Technologies Ltd | 0.00% | 69,033 | $4,083,302 | $3,587,645 | -$495,657 | -12.14% | |
| Davenport & Co Llc | 0.02% | 67,400 | $3,986,710 | $3,502,778 | -$483,932 | -12.14% | |
| Hilltop Holdings Inc. | 0.32% | 66,036 | $3,906,029 | $3,431,891 | -$474,138 | -12.14% | |
| Cetera Investment Advisers | 0.00% | 54,169 | $3,204,113 | $2,815,163 | -$388,950 | -12.14% | |
| Watershed Asset Management, L.L.C. | 2.86% | 54,000 | $3,194,100 | $2,806,380 | -$387,720 | -12.14% | |
| Imc-Chicago, Llc | 0.03% | 52,726 | $3,118,743 | $2,740,170 | -$378,573 | -12.14% | |
| Advisory Services Network, Llc | 0.03% | 51,685 | $3,057,190 | $2,686,069 | -$371,121 | -12.14% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 50,955 | $3,013,988 | $2,648,131 | -$365,857 | -12.14% |
| National Bank Of Canada | 0.00% | 50,464 | $2,981,918 | $2,622,614 | -$359,304 | -12.05% | |
| Great Diamond Partners, Llc | 0.51% | 49,705 | $2,940,051 | $2,583,169 | -$356,882 | -12.14% | |
| Citigroup Inc | 0.00% | 49,113 | $2,905,034 | $2,552,403 | -$352,631 | -12.14% | |
| Pnc Financial Services Group, Inc. | 0.00% | 48,865 | $2,890,372 | $2,539,514 | -$350,858 | -12.14% | |
| O'Connor Alternative Investments Llc | 0.18% | 41,700 | $2,466,555 | $2,167,149 | -$299,406 | -12.14% | |
| Empowered Funds, Llc | 0.01% | 39,401 | $2,330,569 | $2,047,670 | -$282,899 | -12.14% | |
| Squarepoint Ops Llc | 0.00% | 38,873 | $2,299,338 | $2,020,230 | -$279,108 | -12.14% | |
| Del-Sette Capital Management, Llc | 1.30% | 37,637 | $2,226,229 | $1,955,995 | -$270,234 | -12.14% | |
| Patriot Investment Management Group, Inc. | 0.13% | 36,654 | $2,168,095 | $1,904,908 | -$263,187 | -12.14% | |
| Ameriprise Financial Inc | 0.00% | 32,104 | $1,898,972 | $1,668,445 | -$230,527 | -12.14% | |
| Envestnet Asset Management Inc | 0.00% | 31,323 | $1,852,727 | $1,627,856 | -$224,871 | -12.14% | |
| Florin Court Capital Llp | 3.02% | 31,300 | $1,851,395 | $1,626,661 | -$224,734 | -12.14% | |
| Stifel Financial Corp | 0.00% | 26,539 | $1,569,813 | $1,379,232 | -$190,581 | -12.14% | |
| Pfg Investments, Llc | 0.06% | 25,161 | $1,488,273 | $1,307,617 | -$180,656 | -12.14% | |
| Bnp Paribas Financial Markets | 0.00% | 24,234 | $1,433,441 | $1,259,441 | -$174,000 | -12.14% | |
| Vontobel Holding Ltd. | 0.00% | 22,909 | $1,355,067 | $1,190,581 | -$164,486 | -12.14% | |
| Barclays Plc | 0.00% | 22,159 | $1,310,706 | $1,151,603 | -$159,103 | -12.14% | |
| Simplex Trading, Llc | 0.03% | 19,551 | $1,156,441 | $1,016,065 | -$140,376 | -12.14% | |
| Nwam Llc | 0.05% | 17,761 | $1,050,592 | $923,039 | -$127,553 | -12.14% | |
| Group One Trading Llc | 0.03% | 16,590 | $981,298 | $862,182 | -$119,116 | -12.14% | |
| Verity Asset Management, Inc. | 0.37% | 16,554 | $979,169 | $860,311 | -$118,858 | -12.14% |
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.