Who owns Invesco Solar ETF (TAN)
Which tracked institutional funds hold TAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TAN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
46 tracked funds added or opened TAN while 33 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TAN’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TAN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 227 tracked filers holding TAN, 106 increased or opened the position and 104 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TAN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- D. E. Shaw & Co., Inc.$22M
- KINGDON CAPITAL MANAGEMENT, L.L.C.$10M
- Graham Capital Management, L.P.$5M
- Qube Research & Technologies Ltd$4M
- IMC-Chicago, LLC$3M
- RENAISSANCE TECHNOLOGIES LLC$3M
Full exits 22
- Clal Insurance Enterprises Holdings Ltd$99M
- Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$18M
- MILLENNIUM MANAGEMENT LLC$13M
- LMR Partners LLP$13M
- ARP Global Capital Ltd$10M
- Cambridge Investment Research Advisors, Inc.$6M
Largest adds
- JPMORGAN CHASE & CO$77M
- JANE STREET GROUP, LLC$30M
- UBS Group AG$28M
- MORGAN STANLEY$16M
- Humankind Investments LLC$8M
- Lake Hills Wealth Management, LLC$5M
Largest trims
- CITADEL ADVISORS LLC$16M
- BANK OF MONTREAL /CAN/$9M
- BARCLAYS PLC$7M
- BNP PARIBAS FINANCIAL MARKETS$4M
- NWAM LLC$4M
- HARBOUR INVESTMENTS, INC.$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 4,963,053 | $286M | 41.8% | 2026-Q2 |
| MORGAN STANLEY added | 688,518 | $41M | 5.9% | 2026-Q2 |
| UBS Group AG added | 636,079 | $38M | 5.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 583,523 | $35M | 5.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 371,304 | $22M | 3.2% | 2026-Q2 |
| Humankind Investments LLC added | 326,500 | $19M | 2.8% | 2026-Q2 |
| LPL Financial LLC added | 320,823 | $19M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 305,140 | $18M | 2.6% | 2026-Q2 |
| AE Wealth Management LLC added | 247,534 | $15M | 2.1% | 2026-Q2 |
| Lake Hills Wealth Management, LLC added | 215,589 | $13M | 1.9% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 212,823 | $13M | 1.8% | 2026-Q2 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. added | 175,000 | $10M | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 135,332 | $8M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 125,060 | $7M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 118,317 | $7M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 113,075 | $7M | 1.0% | 2026-Q2 |
| NTV Asset Management LLC added | 106,419 | $6M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 101,597 | $6M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 92,980 | $5M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 92,840 | $5M | 0.8% | 2026-Q2 |
| Graham Capital Management, L.P. new | 90,500 | $5M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 85,947 | $5M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 69,033 | $4M | 0.6% | 2026-Q2 |
| DAVENPORT & Co LLC added | 67,400 | $4M | 0.6% | 2026-Q2 |
| Hilltop Holdings Inc. added | 66,036 | $4M | 0.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 56,935 | $3M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 54,169 | $3M | 0.5% | 2026-Q2 |
| Watershed Asset Management, L.L.C. added | 54,000 | $3M | 0.5% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 52,726 | $3M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC added | 51,685 | $3M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 50,955 | $3M | 0.4% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 50,464 | $3M | 0.4% | 2026-Q2 |
| Great Diamond Partners, LLC added | 49,705 | $3M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 49,113 | $3M | 0.4% | 2026-Q2 |
| O'Connor Alternative Investments LLC new | 41,700 | $2M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 39,401 | $2M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 38,873 | $2M | 0.3% | 2026-Q2 |
| Del-Sette Capital Management, LLC added | 37,637 | $2M | 0.3% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 36,654 | $2M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 32,104 | $2M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 31,323 | $2M | 0.3% | 2026-Q2 |
| Florin Court Capital LLP trimmed | 31,300 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 26,539 | $2M | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 25,161 | $1M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 24,234 | $1M | 0.2% | 2026-Q2 |
| TRUST CO OF VERMONT trimmed | 23,322 | $1M | 0.2% | 2026-Q2 |
| Vontobel Holding Ltd. added | 22,909 | $1M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 22,159 | $1M | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 19,551 | $1M | 0.2% | 2026-Q2 |
| NWAM LLC trimmed | 17,761 | $1M | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 16,590 | $981K | 0.1% | 2026-Q2 |
| Verity Asset Management, Inc. added | 16,554 | $979K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 16,054 | $950K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 15,679 | $927K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 14,410 | $852K | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 14,354 | $849K | 0.1% | 2026-Q2 |
| Gemmer Asset Management LLC trimmed | 14,300 | $846K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 14,236 | $842K | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 13,569 | $803K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 13,338 | $789K | 0.1% | 2026-Q2 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC added | 13,044 | $772K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 12,769 | $755K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 11,923 | $705K | 0.1% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC new | 11,756 | $695K | 0.1% | 2026-Q2 |
| EHRLICH FINANCIAL GROUP trimmed | 11,176 | $661K | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP | 10,680 | $632K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 10,003 | $592K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 9,747 | $577K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 9,432 | $558K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 9,356 | $553K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 8,755 | $481K | 0.1% | 2026-Q2 |
| Exit Wealth Advisors, LLC. new | 8,645 | $511K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 8,580 | $508K | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 8,561 | $506K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 8,520 | $504K | 0.1% | 2026-Q2 |
| SIG BROKERAGE, LP | 8,001 | $473K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 7,568 | $448K | 0.1% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 7,293 | $430K | 0.1% | 2026-Q2 |
| Aries Wealth Management added | 7,175 | $424K | 0.1% | 2026-Q2 |
| J. Safra Sarasin Holding AG new | 7,157 | $423K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 7,027 | $416K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 6,897 | $408K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 6,541 | $387K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 6,520 | $386K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,413 | $379K | 0.1% | 2026-Q2 |
| Sava Infond d.o.o. | 6,000 | $355K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,900 | $349K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 5,647 | $334K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 5,584 | $330K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 5,489 | $325K | 0.0% | 2026-Q2 |
| CARLSON FINANCIAL, INC. new | 5,386 | $319K | 0.0% | 2026-Q2 |
| Welch & Forbes LLC | 5,300 | $313K | 0.0% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 5,264 | $311K | 0.0% | 2026-Q2 |
| Kilter Group LLC trimmed | 5,106 | $302K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 5,070 | $300K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 5,060 | $299K | 0.0% | 2026-Q2 |
| COMMERCE BANK | 4,979 | $295K | 0.0% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 4,966 | $294K | 0.0% | 2026-Q2 |
| Keystone Wealth Services, LLC | 4,900 | $290K | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 4,770 | $282K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.