INVESCO GLOBAL LISTED PRIVAT PSP
$57.07
+1.4% 52w: $53.55 – $68.98
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data53.5561.2668.98
Jun 20, 2025 Jul 2, 2026
Institutional holders
97
+0 QoQ
13F value
$132.2M
-22.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $1.2M puts
Institutional value by quarter
Number of holders
Who owns PSP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Bank broker | 350.7K | $19.8M | 0.0% | +21.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 304.7K | $17.2M | 0.0% | +0.2% |
| MORGAN STANLEY | Bank broker | 238.6K | $13.5M | 0.0% | +15.7% |
| Endowment Wealth Management, Inc. | Wealth advisor | 226.7K | $12.8M | 5.7% | +11.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 140.6K | $7.9M | 0.0% | +9.7% |
| LPL Financial LLC | Bank broker | 134.8K | $7.6M | 0.0% | +27.2% |
| Aletheian Wealth Advisors LLC | Wealth advisor | 131.6K | $7.4M | 3.6% | — |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 121.4K | $6.9M | 0.0% | +100.6% |
| Crestwood Advisors Group, LLC | Other | 70.0K | $4.0M | 0.1% | Held |
| Clark Capital Management Group, Inc. | Other | 67.2K | $3.8M | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 47.7K | $2.7M | 0.0% | +2.6% |
| JANE STREET GROUP, LLC | Market maker | 33.2K | $1.9M | 0.0% | +189.8% |
| HRT FINANCIAL LP | Diversified mechanical | 28.7K | $1.6M | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 28.6K | $1.6M | 0.0% | -8.6% |
| UBS Group AG | Bank broker | 26.8K | $1.5M | 0.0% | +43.3% |
| BESSEMER GROUP INC | Diversified mechanical | 21.0K | $1.2M | 0.0% | +16.8% |
| Darwin Wealth Management, LLC | Wealth advisor | 19.2K | $1.1M | 0.3% | -1.0% |
| Hyundai Investments Co., Ltd. | Other | 17.6K | $972K | 1.1% | +174.3% |
| LFA - Lugano Financial Advisors SA | Wealth advisor | 16.1K | $912K | 0.5% | +1.5% |
| NTV Asset Management LLC | Wealth advisor | 15.7K | $890K | 0.1% | -26.7% |
| O'ROURKE & COMPANY, Inc | Wealth advisor | 14.8K | $836K | 0.3% | +23.1% |
| Brooklyn Investment Group | Diversified mechanical | 13.9K | $786K | 0.0% | +58.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 13.8K | $781K | 0.0% | -41.7% |
| Cetera Investment Advisers | Wealth advisor | 13.7K | $775K | 0.0% | +305.5% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 12.9K | $730K | 0.0% | +3.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 12.7K | $717K | 0.0% | -70.4% |
| ROYAL BANK OF CANADA | Bank broker | 11.3K | $641K | 0.0% | -6.6% |
| GTS SECURITIES LLC | Market maker | 10.8K | $612K | 0.0% | +67.0% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 10.7K | $606K | 0.1% | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 9.6K | $540K | 0.0% | +731.2% |
| Betterment LLC | Wealth advisor | 8.8K | $496K | 0.0% | +6.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 8.8K | $495K | 0.0% | -12.4% |
| Equitable Holdings, Inc. | Wealth advisor | 6.7K | $449K | 0.0% | +9.3% |
| Legacy Capital Wealth Partners, LLC | Other | 7.9K | $447K | 0.1% | -37.8% |
| Cordoba Advisory Partners LLC | Wealth advisor | 7.8K | $439K | 0.1% | -64.8% |
| CreativeOne Wealth, LLC | Wealth advisor | 7.4K | $418K | 0.0% | +5.2% |
| Compound Planning, Inc. | Wealth advisor | 6.9K | $393K | 0.0% | New |
| Sidoxia Capital Management, LLC | Other | 6.8K | $383K | 0.3% | — |
| Arax Advisory Partners | Wealth advisor | 6.1K | $342K | 0.0% | -67.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 5.8K | $328K | 0.0% | New |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 5.8K | $326K | 0.1% | Held |
| Advyzon Investment Management, LLC | Wealth advisor | 5.5K | $310K | 0.0% | +7.0% |
| Fort Point Capital Partners LLC | Wealth advisor | 5.3K | $302K | 0.0% | -29.4% |
| Private Advisor Group, LLC | Wealth advisor | 5.3K | $297K | 0.0% | New |
| MARINO, STRAM & ASSOCIATES LLC | Wealth advisor | 5.1K | $286K | 0.1% | -7.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 5.0K | $283K | 0.0% | -4.6% |
| Larson Financial Group LLC | Wealth advisor | 4.9K | $278K | 0.0% | +13.1% |
| Triumph Capital Management | Wealth advisor | 4.8K | $269K | 0.1% | +12.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 4.4K | $250K | 0.0% | +27.5% |
| &PARTNERS | Diversified mechanical | 4.4K | $249K | 0.0% | -21.5% |
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.