INVESCO S&P SMALLCAP HEALTH (PSCH) Top Institutional Shareholders
INVESCO S&P SMALLCAP HEALTH (PSCH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $25.46M in PSCH holdings during the latest filing period.
Iht Wealth Management, Llc is currently the largest disclosed institutional shareholder of PSCH tracked by InsiderSet, reporting ownership valued at approximately $2.65M 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 $3.09M, representing an estimated gain of +16.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed PSCH value among the investors covered in this analysis. Major shareholders include Iht Wealth Management, Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP HEALTH (PSCH).
This page ranks the largest institutional PSCH 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
69
Total Reported Value
$25.46M
Largest Holder
Iht Wealth Management, Llc
Largest Position
$2.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Iht Wealth Management, Llc | 0.06% | 64,442 | $2,651,548 | $3,087,365 | +$435,817 | +16.44% | |
| Morgan Stanley | 0.00% | 44,989 | $1,851,178 | $2,155,387 | +$304,209 | +16.43% | |
| Bank Of America Corp | 0.00% | 44,610 | $1,835,515 | $2,137,229 | +$301,714 | +16.44% | |
| Wells Fargo & Company/Mn | 0.00% | 41,329 | $1,700,550 | $1,980,039 | +$279,489 | +16.44% | |
| Lpl Financial Llc | 0.00% | 40,644 | $1,672,359 | $1,947,222 | +$274,863 | +16.44% | |
| Susquehanna International Group, Llp | 0.00% | 38,796 | $1,596,312 | $1,858,685 | +$262,373 | +16.44% | |
| Tower Research Capital Llc (Trc) | 0.03% | 29,960 | $1,232,743 | $1,435,360 | +$202,617 | +16.44% | |
| Royal Bank Of Canada | 0.00% | 28,130 | $1,158,000 | $1,347,686 | +$189,686 | +16.38% | |
| Parr Mcknight Wealth Management Group, Llc | 0.15% | 27,229 | $1,120,373 | $1,304,520 | +$184,147 | +16.44% | |
| Pacific Sun Financial Corp | 0.46% | 23,293 | $958,421 | $1,115,949 | +$157,528 | +16.44% | |
| Ubs Group Ag | 0.00% | 22,277 | $916,609 | $1,067,273 | +$150,664 | +16.44% | |
| Montecito Bank & Trust | 0.15% | 21,981 | $904,437 | $1,053,092 | +$148,655 | +16.44% | |
| Mcguire Investment Group, Llc | 0.07% | 15,070 | $620,074 | $721,992 | +$101,918 | +16.44% | |
| Envestnet Asset Management Inc | 0.00% | 14,197 | $584,138 | $680,167 | +$96,029 | +16.44% | |
| Raymond James Financial Inc | 0.00% | 13,886 | $571,352 | $665,267 | +$93,915 | +16.44% | |
| Ameriprise Financial Inc | 0.00% | 12,907 | $530,458 | $618,364 | +$87,906 | +16.57% | |
| Wbi Investments, Llc | 0.12% | 10,803 | $444,503 | $517,563 | +$73,060 | +16.44% | |
| Cascade Financial Partners, Llc | 0.05% | 10,690 | $439,854 | $512,149 | +$72,295 | +16.44% | |
| Cetera Investment Advisers | 0.00% | 10,453 | $430,083 | $500,795 | +$70,712 | +16.44% | |
| Cordoba Advisory Partners Llc | 0.11% | 9,676 | $394,970 | $463,569 | +$68,599 | +17.37% | |
| Gladstone Institutional Advisory Llc | 0.01% | 8,578 | $352,953 | $410,965 | +$58,012 | +16.44% | |
| Jane Street Group, Llc | 0.00% | 7,956 | $327,360 | $381,166 | +$53,806 | +16.44% | |
| Baird Financial Group, Inc. | 0.00% | 7,593 | $312,424 | $363,775 | +$51,351 | +16.44% | |
| Somerset Trust Co | 0.10% | 7,534 | $309,996 | $360,948 | +$50,952 | +16.44% | |
| Ntv Asset Management Llc | 0.03% | 7,450 | $306,540 | $356,924 | +$50,384 | +16.44% | |
| Chicago Partners Investment Group Llc | 0.01% | 6,607 | $293,136 | $316,536 | +$23,400 | +7.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,451 | $224,280 | $261,153 | +$36,873 | +16.44% | |
| Beacon Pointe Advisors, Llc | 0.00% | 5,409 | $222,569 | $259,141 | +$36,572 | +16.43% | |
| Hightower Advisors, Llc | 0.00% | 5,270 | $216,884 | $252,481 | +$35,597 | +16.41% | |
| Osaic Holdings, Inc. | 0.00% | 4,458 | $183,489 | $213,579 | +$30,090 | +16.40% | |
| Harbour Investments, Inc. | 0.00% | 3,551 | $146,111 | $170,126 | +$24,015 | +16.44% | |
| Jones Financial Companies Lllp | 0.00% | 3,095 | $121,278 | $148,279 | +$27,001 | +22.26% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,772 | $114,066 | $132,804 | +$18,738 | +16.43% | |
| Mai Capital Management | 0.00% | 2,565 | $105,541 | $122,887 | +$17,346 | +16.44% | |
| Register Financial Advisors Llc | 0.03% | 2,052 | $84,438 | $98,310 | +$13,872 | +16.43% | |
| Dagco, Inc. | 0.02% | 1,950 | $80,235 | $93,423 | +$13,188 | +16.44% | |
| Wiser Advisor Group Llc | 0.09% | 1,818 | $74,819 | $87,099 | +$12,280 | +16.41% | |
| Western Wealth Management, Llc | 0.00% | 1,194 | $49,145 | $57,204 | +$8,059 | +16.40% | |
| Fmr Llc | 0.00% | 1,042 | $42,867 | $49,921 | +$7,054 | +16.46% | |
| Simplex Trading, Llc | 0.00% | 699 | $28,761 | $33,489 | +$4,728 | +16.44% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 676 | $27,815 | $32,387 | +$4,572 | +16.44% | |
| Cwm, Llc | 0.00% | 646 | $26,581 | $30,949 | +$4,368 | +16.43% | |
| Rockefeller Capital Management L.P. | 0.00% | 600 | $24,688 | $28,746 | +$4,058 | +16.44% | |
| Greykasell Wealth Strategies, Inc. | 0.01% | 582 | $23,947 | $27,883 | +$3,936 | +16.44% | |
| Addison Advisors Llc | 0.01% | 567 | $23,330 | $27,165 | +$3,835 | +16.44% | |
| Aptus Capital Advisors, Llc | 0.00% | 396 | $16,294 | $18,972 | +$2,678 | +16.44% | |
| Sunbelt Securities, Inc. | 0.00% | 324 | $13,331 | $15,523 | +$2,192 | +16.44% | |
| Pnc Financial Services Group, Inc. | 0.00% | 270 | $11,109 | $12,935 | +$1,826 | +16.44% | |
| Soa Wealth Advisors, Llc. | 0.00% | 240 | $9,875 | $11,498 | +$1,623 | +16.44% | |
| Rossby Financial, Lcc | 0.00% | 201 | $8,291 | $9,630 | +$1,339 | +16.15% |
Frequently asked questions about PSCH
Who owns the most PSCH stock?
The largest holders of PSCH 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 HEALTH (PSCH).
Is PSCH widely held by superinvestors?
Many widely followed stocks like PSCH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSCH 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.