INVESCO S&P SMALLCAP FINANCI (PSCF) Institutional Shareholders
INVESCO S&P SMALLCAP FINANCI (PSCF) 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 $7.43M in PSCF holdings during the latest filing period.
Parr Mcknight Wealth Management Group, Llc is currently the largest disclosed institutional shareholder of PSCF tracked by InsiderSet, reporting ownership valued at approximately $2.29M 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 $2.74M, representing an estimated gain of +19.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed PSCF value among the investors covered in this analysis. Major shareholders include Parr Mcknight Wealth Management Group, Llc, Raymond James Financial Inc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP FINANCI (PSCF).
This page ranks the largest institutional PSCF 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
21
Total Reported Value
$7.43M
Largest Holder
Parr Mcknight Wealth Management Group, Llc
Largest Position
$2.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Parr Mcknight Wealth Management Group, Llc | 0.30% | 40,332 | $2,292,846 | $2,735,397 | +$442,551 | +19.30% | |
| Raymond James Financial Inc | 0.00% | 23,091 | $1,312,708 | $1,566,078 | +$253,370 | +19.30% | |
| Susquehanna International Group, Llp | 0.00% | 13,696 | $778,608 | $928,890 | +$150,282 | +19.30% | |
| Morgan Stanley | 0.00% | 11,561 | $657,285 | $784,090 | +$126,805 | +19.29% | |
| Tower Research Capital Llc (Trc) | 0.02% | 11,258 | $640,009 | $763,540 | +$123,531 | +19.30% | |
| Citadel Advisors Llc | 0.00% | 10,605 | $602,887 | $719,252 | +$116,365 | +19.30% | |
| Gladstone Institutional Advisory Llc | 0.02% | 9,096 | $591,877 | $616,909 | +$25,032 | +4.23% | |
| Lpl Financial Llc | 0.00% | 4,685 | $266,354 | $317,746 | +$51,392 | +19.29% | |
| Jones Financial Companies Lllp | 0.00% | 2,493 | $138,429 | $169,080 | +$30,651 | +22.14% | |
| Founders Financial Alliance, Llc | 0.01% | 566 | $32,177 | $38,387 | +$6,210 | +19.30% | |
| Addison Advisors Llc | 0.01% | 437 | $24,844 | $29,638 | +$4,794 | +19.30% | |
| Osaic Holdings, Inc. | 0.00% | 380 | $21,603 | $25,772 | +$4,169 | +19.30% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 366 | $20,807 | $24,823 | +$4,016 | +19.30% | |
| Advisornet Financial, Inc | 0.00% | 200 | $13,014 | $13,564 | +$550 | +4.23% | |
| Montag A & Associates Inc | 0.00% | 227 | $12,905 | $15,396 | +$2,491 | +19.30% | |
| Triumph Capital Management | 0.00% | 144 | $9,370 | $9,766 | +$396 | +4.23% | |
| Key Financial Inc | 0.00% | 143 | $9,305 | $9,699 | +$394 | +4.23% | |
| Ubs Group Ag | 0.00% | 16 | $910 | $1,085 | +$175 | +19.25% | |
| Virtu Financial Llc | 0.02% | 7,383 | $420 | $500,730 | +$500,310 | +119121.39% | |
| Harbor Capital Advisors, Inc. | 0.03% | 7,151 | $407 | $484,995 | +$484,588 | +119063.42% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $31 | $68 | +$37 | +118.78% |
Frequently asked questions about PSCF
Who owns the most PSCF stock?
The largest holders of PSCF 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 FINANCI (PSCF).
Is PSCF widely held by superinvestors?
Many widely followed stocks like PSCF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSCF 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.