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Invesco Next GEN Connectivit (KNCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
INCREASED
Shares23,575 from 23,509
Change+66 (+0%)
Value$4.8M (-$127.7K)
Filed 2026-10-30
Nilsine Partners, LLC
DECREASED
Shares10,201 from 10,285
Change-84 (-1%)
Value$2.1M (-$79.0K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
DECREASED
Shares7,125 from 10,875
Change-3,750 (-34%)
Value$1.5M (-$833.8K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares5,137 from 5,172
Change-35 (-1%)
Value$1.1M (-$38.0K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares4,899 from 5,204
Change-305 (-6%)
Value$1.0M (-$93.8K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares4,535 from 3,160
Change+1,375 (+44%)
Value$831.7K (+$163.7K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares3,392 from 3,436
Change-44 (-1%)
Value$695.1K (-$29.7K)
Filed 2026-10-13
Sound Income Strategies, LLC
INCREASED
Shares2,140 from 1,022
Change+1,118 (+109%)
Value$439.1K (+$223.5K)
Filed 2026-10-09
Davenport & Co LLC
INCREASED
Shares2,026 from 1,411
Change+615 (+44%)
Value$415.2K (+$117.6K)
Filed 2026-10-14
MinichMacGregor Wealth Management, LLC
DECREASED
Shares1,829 from 2,191
Change-362 (-17%)
Value$374.8K (-$87.4K)
Filed 2026-10-14
Fulcrum Equity Management
DECREASED
Shares1,640 from 2,063
Change-423 (-20%)
Value$336.1K (-$99.0K)
Filed 2026-10-21
Equitable Trust Co
UNCHANGED
Shares1,629 from 1,629
Change0 (0%)
Value$333.8K (-$9.8K)
Filed 2026-10-13
Vision Capital Management, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$307.4K (-$9.0K)
Filed 2026-10-20
NTV Asset Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$307.4K (-$9.0K)
Filed 2026-10-23
Western Financial Corp
DECREASED
Shares1,259 from 1,428
Change-169 (-12%)
Value$257.9K (-$43.3K)
Filed 2026-10-14
KTF Investments, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$217.2K (-$6.4K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares879 from 544
Change+335 (+62%)
Value$180.1K (+$65.4K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$133.4K (-$3.9K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares70
Change+70
Value$14.3K
Filed 2026-10-30
Wagner Wealth Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.9K (-$84)
Filed 2026-10-21
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,761
Change-2,761 (-100%)
Value$0 (-$582.4K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$122.5K)
Filed 2026-11-02
HighTower Advisors, LLC
N/A
Shares— from 164,936
Change-164,936 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 46,460
Change-46,460 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 46,273
Change-46,273 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 44,250
Change-44,250 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,291
Change-17,291 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,782
Change-14,782 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,105
Change-8,105 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,214
Change-6,214 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
&partners
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 950
Change-950 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 802
Change-802 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 689
Change-689 (-100%)
Value—
UBS Group AG
N/A
Shares— from 401
Change-401 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 209
Change-209 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 70
Change-70 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Truist Financial Corp
INCREASED23,57523,509+66+0%$5.0M$4.8M-$127.7K2026-10-30
Nilsine Partners, LLC
DECREASED10,20110,285-84-1%$2.2M$2.1M-$79.0K2026-11-02
Outlook Wealth Advisors, LLC
DECREASED7,12510,875-3,750-34%$2.3M$1.5M-$833.8K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED5,1375,172-35-1%$1.1M$1.1M-$38.0K2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED4,8995,204-305-6%$1.1M$1.0M-$93.8K2026-10-13
Prospera Financial Services Inc
INCREASED4,5353,160+1,375+44%$668.0K$831.7K+$163.7K2026-11-04
Independent Financial Group, LLC
DECREASED3,3923,436-44-1%$724.8K$695.1K-$29.7K2026-10-13
Sound Income Strategies, LLC
INCREASED2,1401,022+1,118+109%$215.6K$439.1K+$223.5K2026-10-09
Davenport & Co LLC
INCREASED2,0261,411+615+44%$297.5K$415.2K+$117.6K2026-10-14
MinichMacGregor Wealth Management, LLC
DECREASED1,8292,191-362-17%$462.1K$374.8K-$87.4K2026-10-14
Fulcrum Equity Management
DECREASED1,6402,063-423-20%$435.1K$336.1K-$99.0K2026-10-21
Equitable Trust Co
UNCHANGED1,6291,62900%$343.6K$333.8K-$9.8K2026-10-13
Vision Capital Management, Inc.
UNCHANGED1,5001,50000%$316.4K$307.4K-$9.0K2026-10-20
NTV Asset Management LLC
UNCHANGED1,5001,50000%$316.4K$307.4K-$9.0K2026-10-23
Western Financial Corp
DECREASED1,2591,428-169-12%$301.2K$257.9K-$43.3K2026-10-14
KTF Investments, LLC
UNCHANGED1,0601,06000%$223.6K$217.2K-$6.4K2026-10-23
Assetmark, Inc
INCREASED879544+335+62%$114.7K$180.1K+$65.4K2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED65165100%$137.3K$133.4K-$3.9K2026-10-13
Provenance Wealth Advisors, LLC
NEW70—+70——$14.3K—2026-10-30
Wagner Wealth Management, LLC
UNCHANGED141400%$3.0K$2.9K-$842026-10-21
Wellington Shields & Co., LLC
CLOSED02,761-2,761-100%$582.4K$0-$582.4K2026-11-03
International Assets Investment Management, LLC
CLOSED0605-605-100%$122.5K$0-$122.5K2026-11-02
HighTower Advisors, LLC
N/A—164,936-164,936-100%$34.8M———
Raymond James Financial Inc
N/A—46,460-46,460-100%$9.8M———
LPL Financial LLC
N/A—46,273-46,273-100%$9.8M———
Morgan Stanley
N/A—44,250-44,250-100%$9.3M———
BFC Planning, Inc.
N/A—17,291-17,291-100%$3.6M———
Stifel Financial Corp
N/A—14,782-14,782-100%$3.1M———
Cetera Investment Advisers
N/A—11,070-11,070-100%$2.3M———
Jane Street Group, LLC
N/A—8,105-8,105-100%$1.7M———
Envestnet Asset Management Inc
N/A—6,377-6,377-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,214-6,214-100%$1.3M———
Quantinno Capital Management LP
N/A—4,314-4,314-100%$909.9K———
Private Advisor Group, LLC
N/A—4,062-4,062-100%$856.8K———
NewEdge Advisors, LLC
N/A—3,251-3,251-100%$685.7K———
Evercore Wealth Management, LLC
N/A—2,000-2,000-100%$421.9K———
Mercer Global Advisors Inc
N/A—1,559-1,559-100%$328.8K———
Novak & Powell Financial Services, Inc.
N/A—1,466-1,466-100%$309.2K———
Osaic Holdings, Inc.
N/A—1,428-1,428-100%$301.2K———
KKM Financial LLC
N/A—1,336-1,336-100%$281.8K———
Steward Partners Investment Advisory, LLC
N/A—1,329-1,329-100%$280.4K———
&partners
N/A—1,256-1,256-100%$264.9K———
Sargent Investment Group, LLC
N/A—1,200-1,200-100%$253.1K———
Ibex Wealth Advisors
N/A—1,076-1,076-100%$227.0K———
Focus Partners Wealth
N/A—950-950-100%$200.4K———
JPMorgan Chase & Co
N/A—802-802-100%$165.7K———
Institute for Wealth Management, Llc.
N/A—689-689-100%$145.3K———
UBS Group AG
N/A—401-401-100%$84.6K———
Rockefeller Capital Management L.P.
N/A—209-209-100%$44.1K———
Global Retirement Partners, LLC
N/A—146-146-100%$30.8K———
Regatta Research & Money Management
N/A—70-70-100%$14.8K———
Smartleaf Asset Management LLC
N/A—10-10-100%$2.1K———
Wells Fargo & Company
N/A—00—$16———
Showing 53 of 53 institutions