INVESCO S&P SMALLCAP ENERGY (PSCE) Institutional Shareholders
INVESCO S&P SMALLCAP ENERGY (PSCE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $24.06M in PSCE holdings during the latest filing period.
Gendell Jeffrey L is currently the largest disclosed institutional shareholder of PSCE tracked by InsiderSet, reporting ownership valued at approximately $4.17M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.91M, representing an estimated loss of -6.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed PSCE value among the investors covered in this analysis. Major shareholders include Gendell Jeffrey L, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP ENERGY (PSCE).
This page ranks the largest institutional PSCE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$24.06M
Largest Holder
Gendell Jeffrey L
Largest Position
$4.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gendell Jeffrey L | 0.06% | 68,469 | $4,174,644 | $3,913,688 | -$260,956 | -6.25% | |
| Lpl Financial Llc | 0.00% | 52,716 | $2,897,517 | $3,013,247 | +$115,730 | +3.99% | |
| Morgan Stanley | 0.00% | 39,736 | $2,422,798 | $2,271,310 | -$151,488 | -6.25% | |
| Goldman Sachs Group Inc | 0.00% | 29,296 | $1,786,215 | $1,674,559 | -$111,656 | -6.25% | |
| One Plus One Wealth Management, Llc | 0.78% | 32,410 | $1,781,403 | $1,852,556 | +$71,153 | +3.99% | |
| Ubs Group Ag | 0.00% | 26,083 | $1,590,307 | $1,490,904 | -$99,403 | -6.25% | |
| Citadel Advisors Llc | 0.00% | 16,151 | $984,747 | $923,191 | -$61,556 | -6.25% | |
| Susquehanna International Group, Llp | 0.00% | 14,146 | $862,500 | $808,585 | -$53,915 | -6.25% | |
| Kestra Advisory Services, Llc | 0.00% | 14,178 | $779,281 | $810,414 | +$31,133 | +4.00% | |
| Parr Mcknight Wealth Management Group, Llc | 0.07% | 10,897 | $598,949 | $622,873 | +$23,924 | +3.99% | |
| Jane Street Group, Llc | 0.00% | 9,398 | $573,008 | $537,190 | -$35,818 | -6.25% | |
| Blair William & Co/Il | 0.00% | 9,338 | $569,350 | $533,760 | -$35,590 | -6.25% | |
| First Growth Capital Llc | 0.38% | 9,166 | $503,806 | $523,929 | +$20,123 | +3.99% | |
| Iht Wealth Management, Llc | 0.01% | 7,555 | $460,662 | $431,844 | -$28,818 | -6.26% | |
| Bank Of America Corp | 0.00% | 6,967 | $424,785 | $398,234 | -$26,551 | -6.25% | |
| Walkner Condon Financial Advisors Llc | 0.04% | 5,972 | $321,692 | $341,360 | +$19,668 | +6.11% | |
| Stifel Financial Corp | 0.00% | 4,939 | $301,138 | $282,313 | -$18,825 | -6.25% | |
| Cresset Asset Management, Llc | 0.00% | 4,900 | $298,759 | $280,084 | -$18,675 | -6.25% | |
| Cetera Investment Advisers | 0.00% | 4,807 | $293,089 | $274,768 | -$18,321 | -6.25% | |
| Osaic Holdings, Inc. | 0.00% | 4,718 | $287,744 | $269,681 | -$18,063 | -6.28% | |
| Raymond James Financial Inc | 0.00% | 4,618 | $281,565 | $263,965 | -$17,600 | -6.25% | |
| Arkadios Wealth Advisors | 0.00% | 4,461 | $271,999 | $254,991 | -$17,008 | -6.25% | |
| Pks Advisory Services, Llc | 0.04% | 4,610 | $253,397 | $263,508 | +$10,111 | +3.99% | |
| Rps Advisory Solutions Llc | 0.14% | 3,907 | $238,215 | $223,324 | -$14,891 | -6.25% | |
| Atlantic Union Bankshares Corp | 0.00% | 3,853 | $234,939 | $220,237 | -$14,702 | -6.26% | |
| Farther Finance Advisors, Llc | 0.00% | 4,274 | $234,916 | $244,302 | +$9,386 | +4.00% | |
| Quad-Cities Investment Group, Llc | 0.08% | 4,077 | $224,105 | $233,041 | +$8,936 | +3.99% | |
| Simplex Trading, Llc | 0.00% | 2,609 | $159,073 | $149,130 | -$9,943 | -6.25% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,464 | $89,262 | $83,682 | -$5,580 | -6.25% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 672 | $40,973 | $38,412 | -$2,561 | -6.25% | |
| Copia Wealth Management | 0.03% | 620 | $37,802 | $35,439 | -$2,363 | -6.25% | |
| Mai Capital Management | 0.00% | 385 | $23,474 | $22,007 | -$1,467 | -6.25% | |
| Ifp Advisors, Inc | 0.00% | 300 | $16,489 | $17,148 | +$659 | +4.00% | |
| Rockefeller Capital Management L.P. | 0.00% | 185 | $11,311 | $10,575 | -$736 | -6.51% | |
| Nbc Securities, Inc. | 0.00% | 164 | $9,014 | $9,374 | +$360 | +4.00% | |
| Mtm Investment Management, Llc | 0.00% | 120 | $6,596 | $6,859 | +$263 | +3.99% | |
| Qube Research & Technologies Ltd | 0.00% | 100 | $6,097 | $5,716 | -$381 | -6.25% | |
| Geneos Wealth Management Inc. | 0.00% | 100 | $5,496 | $5,716 | +$220 | +4.00% | |
| Harbor Capital Advisors, Inc. | 0.09% | 23,616 | $1,298 | $1,349,891 | +$1,348,593 | +103897.73% | |
| Activest Wealth Management | 0.00% | 4 | $220 | $229 | +$9 | +3.93% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1 | $61 | $57 | -$4 | -6.30% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $15 | — | — | — |
Frequently asked questions about PSCE
Who owns the most PSCE stock?
The largest holders of PSCE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P SMALLCAP ENERGY (PSCE).
Is PSCE widely held by superinvestors?
Many widely followed stocks like PSCE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSCE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.