INVESCO S&P SMALLCAP INFORMA PSCT
$84.10
-6.2% 52w: $44.28 – $92.41
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data44.2868.3492.41
Jun 20, 2025 Jul 2, 2026
Institutional holders
102
-2 QoQ
13F value
$127.2M
+16.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PSCT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 261.1K | $15.7M | 0.0% | -10.3% |
| MORGAN STANLEY | Bank broker | 245.8K | $14.8M | 0.0% | +14.6% |
| Cetera Investment Advisers | Wealth advisor | 124.2K | $7.5M | 0.0% | +232.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 120.9K | $7.3M | 0.0% | -0.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 111.7K | $6.7M | 0.0% | +10.2% |
| LPL Financial LLC | Bank broker | 103.8K | $6.2M | 0.0% | +15.1% |
| Texas Yale Capital Corp. | Other | 96.5K | $5.8M | 0.2% | -0.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 91.2K | $5.5M | 0.0% | +0.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 62.8K | $3.8M | 0.0% | +64.2% |
| Narus Financial Partners, LLC | Other | 61.9K | $3.7M | 1.0% | +1.9% |
| UBS Group AG | Bank broker | 56.7K | $3.4M | 0.0% | -4.2% |
| Cordoba Advisory Partners LLC | Wealth advisor | 54.8K | $3.3M | 0.9% | -5.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 41.9K | $2.5M | 0.0% | +24.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 41.5K | $2.5M | 0.0% | +254.3% |
| HARBOUR INVESTMENT MANAGEMENT LLC | Other | 29.5K | $1.8M | 1.0% | -15.6% |
| ROYAL BANK OF CANADA | Bank broker | 28.8K | $1.7M | 0.0% | -44.1% |
| LFG Wealth Partners, LLC ★2 | Fundamental diversified | 28.1K | $1.7M | 1.0% | +1.8% |
| SPINNAKER TRUST | Wealth advisor | 25.3K | $1.5M | 0.1% | Held |
| Wealthcare Advisory Partners LLC | Wealth advisor | 24.8K | $1.5M | 0.0% | +21.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 24.1K | $1.4M | 0.0% | +51.4% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | Other | 22.6K | $1.4M | 0.2% | New |
| Pacific Sun Financial Corp | Wealth advisor | 22.0K | $1.3M | 0.6% | -0.1% |
| Mariner, LLC | Diversified mechanical | 21.5K | $1.3M | 0.0% | -0.2% |
| Columbus Macro, LLC | Other | 21.1K | $1.3M | 0.1% | New |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 20.6K | $1.2M | 0.1% | Held |
| ICON ADVISERS INC/CO | Other | 18.0K | $1.1M | 0.2% | Held |
| Cascade Financial Partners, LLC | Wealth advisor | 14.2K | $851K | 0.1% | -1.4% |
| McGuire Investment Group, LLC | Other | 13.6K | $820K | 0.1% | +7.0% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 13.5K | $812K | 0.0% | +36.9% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | Wealth advisor | 13.4K | $803K | 0.1% | Held |
| OneDigital Investment Advisors LLC | Wealth advisor | 12.3K | $737K | 0.0% | Held |
| JBR Co Financial Management Inc | Wealth advisor | 12.7K | $720K | 0.3% | Held |
| IMC-Chicago, LLC | Market maker | 11.5K | $691K | 0.0% | Held |
| Eagle Strategies LLC | Wealth advisor | 11.3K | $681K | 0.1% | +20.2% |
| Apollon Wealth Management, LLC | Diversified mechanical | 11.0K | $659K | 0.0% | +0.1% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Wealth advisor | 10.2K | $614K | 0.1% | Held |
| First Growth Capital LLC | Other | 10.0K | $611K | 0.6% | +5.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 9.7K | $585K | 0.0% | +115.1% |
| Somerset Trust Co | Other | 9.5K | $569K | 0.2% | -27.4% |
| Creative Planning | Wealth advisor | 9.5K | $568K | 0.0% | -3.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 9.1K | $549K | 0.0% | -1.9% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 8.8K | $528K | 0.0% | +145.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 8.3K | $498K | 0.0% | -2.1% |
| Cresset Asset Management, LLC | Wealth advisor | 7.7K | $465K | 0.0% | +7.5% |
| COOKSON PEIRCE & CO INC | Other | 7.5K | $451K | 0.0% | New |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 7.5K | $451K | 0.0% | Held |
| Harbour Capital Advisors, LLC | Other | 6.2K | $444K | 0.1% | +22.8% |
| Chicago Partners Investment Group LLC | Wealth advisor | 6.1K | $441K | 0.0% | Held |
| Private Advisor Group, LLC | Wealth advisor | 7.3K | $437K | 0.0% | +49.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 6.9K | $412K | 0.0% | +39.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.