Who Owns INV AI NXT GEN SFTWR ETF (IGPT)? -- Institutional Holders (2026-06-30)

213 institutions reported holding $521.5M of INV AI NXT GEN SFTWR ETF (IGPT) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($70.3M), MORGAN STANLEY ($59.2M), HighTower Advisors, LLC ($55.1M), LPL Financial LLC ($53.8M), AMERIPRISE FINANCIAL INC ($28.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$70.3M675,133Trimmed
2MORGAN STANLEY$59.2M568,267Added
3HighTower Advisors, LLC$55.1M529,127Added
4LPL Financial LLC$53.8M516,825Added
5AMERIPRISE FINANCIAL INC$28.7M275,392Trimmed
6Berkshire Money Management, Inc.$23.4M224,341Trimmed
7BANK OF AMERICA CORP /DE/$17.0M163,491Added
8RAYMOND JAMES FINANCIAL INC$15.6M149,873Added
9JONES FINANCIAL COMPANIES LLLP$15.5M156,993Added
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.3M147,342New
11OSAIC HOLDINGS, INC.$13.5M129,973Added
12Royal Bank of Canada$10.5M101,148Trimmed
13Cetera Investment Advisers$8.3M79,323Added
14StoneCrest Wealth Management, Inc.$7.1M68,258New
15Private Advisor Group, LLC$6.2M59,431Added
16Cambridge Investment Research Advisors, Inc.$5.6M53,777Added
17MARSHALL WACE, LLP$4.9M47,358New
18Corient Private Wealth LLC$4.1M39,168Added
19FLOW TRADERS U.S. LLC$3.8M36,886Added
20Kingsview Wealth Management, LLC$3.5M33,597Added
21Clear Creek Financial Management, LLC$3.4M32,398Added
22Opus Capital Group, LLC$3.3M31,653Hold
23KESTRA PRIVATE WEALTH SERVICES, LLC$3.1M30,044Trimmed
24ENVESTNET ASSET MANAGEMENT INC$2.8M26,656Added
25Indie Asset Partners, LLC$2.7M25,866Added

来源：SEC 13F 申报文件 · 截至 2026-06-30