INVESCO S&P SMALLCAP INDUSTR (PSCI) Institutional Shareholders
INVESCO S&P SMALLCAP INDUSTR (PSCI) 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 $86.68M in PSCI holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PSCI tracked by InsiderSet, reporting ownership valued at approximately $28.18M in its June 30, 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 $24.88M, representing an estimated loss of -11.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed PSCI value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ubs Group Ag, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP INDUSTR (PSCI).
This page ranks the largest institutional PSCI 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
54
Total Reported Value
$86.68M
Largest Holder
Bank Of America Corp
Largest Position
$28.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 151,457 | $28,180,089 | $24,882,144 | -$3,297,945 | -11.70% | |
| Ubs Group Ag | 0.00% | 49,869 | $9,278,627 | $8,192,739 | -$1,085,888 | -11.70% | |
| Lpl Financial Llc | 0.00% | 47,200 | $8,782,139 | $7,754,261 | -$1,027,878 | -11.70% | |
| Salem Investment Counselors Inc | 0.11% | 24,793 | $4,612,940 | $4,073,123 | -$539,817 | -11.70% | |
| Osaic Holdings, Inc. | 0.00% | 21,497 | $4,000,641 | $3,531,639 | -$469,002 | -11.72% | |
| Private Advisor Group, Llc | 0.02% | 20,233 | $3,764,577 | $3,323,982 | -$440,595 | -11.70% | |
| Modern Wealth Management, Llc | 0.04% | 19,328 | $3,596,253 | $3,175,304 | -$420,949 | -11.71% | |
| Morgan Stanley | 0.00% | 18,279 | $3,401,120 | $3,002,969 | -$398,151 | -11.71% | |
| Parr Mcknight Wealth Management Group, Llc | 0.24% | 10,712 | $1,993,079 | $1,759,823 | -$233,256 | -11.70% | |
| Wells Fargo & Company/Mn | 0.00% | 9,163 | $1,704,847 | $1,505,345 | -$199,502 | -11.70% | |
| Independent Wealth Advisors Llc | 1.54% | 9,120 | $1,696,860 | $1,498,281 | -$198,579 | -11.70% | |
| Raymond James Financial Inc | 0.00% | 8,760 | $1,629,889 | $1,439,138 | -$190,751 | -11.70% | |
| Mml Investors Services, Llc | 0.00% | 6,426 | $1,195,630 | $1,055,697 | -$139,933 | -11.70% | |
| Citadel Advisors Llc | 0.00% | 6,215 | $1,156,365 | $1,021,033 | -$135,332 | -11.70% | |
| Envestnet Asset Management Inc | 0.00% | 5,824 | $1,083,640 | $956,797 | -$126,843 | -11.71% | |
| Coppell Advisory Solutions Llc | 0.09% | 11 | $1,056,018 | $1,807 | -$1,054,211 | -99.83% | |
| Prospera Financial Services Inc | 0.01% | 5,482 | $1,019,937 | $900,611 | -$119,326 | -11.70% | |
| Independent Wealth Network Inc. | 0.21% | 4,401 | $818,852 | $723,019 | -$95,833 | -11.70% | |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | 0.01% | 4,000 | $744,242 | $657,141 | -$87,101 | -11.70% | |
| Barometer Capital Management Inc. | 0.17% | 3,200 | $595,393 | $525,713 | -$69,680 | -11.70% | |
| Gladstone Institutional Advisory Llc | 0.02% | 2,833 | $527,109 | $465,420 | -$61,689 | -11.70% | |
| Jones Financial Companies Lllp | 0.00% | 2,818 | $521,330 | $462,956 | -$58,374 | -11.20% | |
| Cetera Investment Advisers | 0.00% | 2,776 | $516,458 | $456,056 | -$60,402 | -11.70% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,749 | $511,480 | $451,620 | -$59,860 | -11.70% | |
| Equitable Holdings, Inc. | 0.00% | 2,694 | $501,247 | $442,584 | -$58,663 | -11.70% | |
| Us Bancorp \De\ | 0.00% | 2,000 | $372,121 | $328,570 | -$43,551 | -11.70% | |
| Jpmorgan Chase & Co | 0.00% | 1,959 | $361,846 | $321,835 | -$40,011 | -11.06% | |
| Royal Bank Of Canada | 0.00% | 1,905 | $354,000 | $312,963 | -$41,037 | -11.59% | |
| Koshinski Asset Management, Inc. | 0.02% | 1,858 | $345,700 | $305,242 | -$40,458 | -11.70% | |
| Bank Of Montreal | 0.00% | 1,795 | $333,978 | $294,892 | -$39,086 | -11.70% | |
| Novak & Powell Financial Services, Inc. | 0.13% | 1,467 | $272,951 | $241,006 | -$31,945 | -11.70% | |
| Cx Institutional | 0.01% | 1,261 | $235,000 | $207,164 | -$27,836 | -11.85% | |
| Baird Financial Group, Inc. | 0.00% | 1,248 | $232,203 | $205,028 | -$27,175 | -11.70% | |
| Sonata Capital Group Inc | 0.07% | 1,166 | $216,975 | $191,557 | -$25,418 | -11.71% | |
| Private Advisory Group Llc | 0.01% | 1,096 | $203,922 | $180,057 | -$23,865 | -11.70% | |
| Private Trust Co Na | 0.02% | 1,057 | $196,666 | $173,649 | -$23,017 | -11.70% | |
| Harbour Investments, Inc. | 0.00% | 972 | $180,851 | $159,685 | -$21,166 | -11.70% | |
| Valley National Advisers Inc | 0.02% | 880 | $163,734 | $144,571 | -$19,163 | -11.70% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.00% | 563 | $104,670 | $92,493 | -$12,177 | -11.63% | |
| Copia Wealth Management | 0.04% | 326 | $60,656 | $53,557 | -$7,099 | -11.70% | |
| Fmr Llc | 0.00% | 215 | $40,072 | $35,321 | -$4,751 | -11.86% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 128 | $23,816 | $21,029 | -$2,787 | -11.70% | |
| Harbor Asset Planning, Inc. | 0.02% | 108 | $20,119 | $17,743 | -$2,376 | -11.81% | |
| Key Financial Inc | 0.00% | 106 | $19,722 | $17,414 | -$2,308 | -11.70% | |
| Gamma Investing Llc | 0.00% | 98 | $18,234 | $16,100 | -$2,134 | -11.70% | |
| Pursuit Wealth Strategies, Llc | 0.01% | 43 | $8,001 | $7,064 | -$937 | -11.71% | |
| Pnc Financial Services Group, Inc. | 0.00% | 37 | $6,939 | $6,079 | -$860 | -12.40% | |
| Triumph Capital Management | 0.00% | 33 | $6,140 | $5,421 | -$719 | -11.70% | |
| Russell Investments Group, Ltd. | 0.00% | 27 | $5,024 | $4,436 | -$588 | -11.71% | |
| Lummis Asset Management, Lp | 0.00% | 17 | $3,163 | $2,793 | -$370 | -11.70% |
Frequently asked questions about PSCI
Who owns the most PSCI stock?
The largest holders of PSCI 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 INDUSTR (PSCI).
Is PSCI widely held by superinvestors?
Many widely followed stocks like PSCI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSCI 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.