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 $79.81M 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 $24.91M 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 $28.49M, representing an estimated gain of +14.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed PSCI value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ubs Group Ag, Stratos Wealth Partners, Ltd., 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
55
Total Reported Value
$79.81M
Largest Holder
Bank Of America Corp
Largest Position
$24.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
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% | 161,114 | $24,912,667 | $28,491,126 | +$3,578,459 | +14.36% | |
| Ubs Group Ag | 0.00% | 52,869 | $8,175,027 | $9,349,264 | +$1,174,237 | +14.36% | |
| Stratos Wealth Partners, Ltd. | 0.08% | 45,363 | $7,014,432 | $8,021,916 | +$1,007,484 | +14.36% | |
| Salem Investment Counselors Inc | 0.11% | 24,793 | $4,612,940 | $4,384,352 | -$228,588 | -4.96% | |
| Private Advisor Group, Llc | 0.02% | 20,233 | $3,764,577 | $3,577,969 | -$186,608 | -4.96% | |
| Lpl Financial Llc | 0.00% | 23,918 | $3,698,337 | $4,229,618 | +$531,281 | +14.37% | |
| Osaic Holdings, Inc. | 0.00% | 20,107 | $3,109,569 | $3,555,688 | +$446,119 | +14.35% | |
| Susquehanna International Group, Llp | 0.00% | 16,529 | $2,555,847 | $2,922,960 | +$367,113 | +14.36% | |
| Mariner, Llc | 0.00% | 14,448 | $2,234,045 | $2,554,960 | +$320,915 | +14.36% | |
| Morgan Stanley | 0.00% | 14,231 | $2,200,521 | $2,516,586 | +$316,065 | +14.36% | |
| Independent Wealth Advisors Llc | 1.54% | 9,120 | $1,696,860 | $1,612,765 | -$84,095 | -4.96% | |
| Parr Mcknight Wealth Management Group, Llc | 0.20% | 10,002 | $1,546,590 | $1,768,737 | +$222,147 | +14.36% | |
| Bnp Paribas Financial Markets | 0.00% | 10,000 | $1,546,281 | $1,768,383 | +$222,102 | +14.36% | |
| Raymond James Financial Inc | 0.00% | 8,748 | $1,352,687 | $1,546,981 | +$194,294 | +14.36% | |
| Wells Fargo & Company/Mn | 0.00% | 8,507 | $1,315,432 | $1,504,363 | +$188,931 | +14.36% | |
| Tower Research Capital Llc (Trc) | 0.03% | 7,062 | $1,091,984 | $1,248,832 | +$156,848 | +14.36% | |
| Envestnet Asset Management Inc | 0.00% | 5,824 | $1,083,640 | $1,029,906 | -$53,734 | -4.96% | |
| Prospera Financial Services Inc | 0.01% | 5,482 | $1,019,937 | $969,428 | -$50,509 | -4.95% | |
| Mml Investors Services, Llc | 0.00% | 5,556 | $859,103 | $982,514 | +$123,411 | +14.37% | |
| Independent Wealth Network Inc. | 0.21% | 4,401 | $818,852 | $778,265 | -$40,587 | -4.96% | |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | 0.01% | 4,000 | $744,242 | $707,353 | -$36,889 | -4.96% | |
| Gladstone Institutional Advisory Llc | 0.02% | 2,833 | $527,109 | $500,983 | -$26,126 | -4.96% | |
| Cetera Investment Advisers | 0.00% | 2,795 | $432,157 | $494,263 | +$62,106 | +14.37% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,749 | $425,073 | $486,128 | +$61,055 | +14.36% | |
| Jane Street Group, Llc | 0.00% | 2,496 | $385,952 | $441,388 | +$55,436 | +14.36% | |
| Koshinski Asset Management, Inc. | 0.02% | 1,858 | $345,700 | $328,566 | -$17,134 | -4.96% | |
| Hightower Advisors, Llc | 0.00% | 2,054 | $317,606 | $363,226 | +$45,620 | +14.36% | |
| Us Bancorp \De\ | 0.00% | 2,034 | $314,514 | $359,689 | +$45,175 | +14.36% | |
| Royal Bank Of Canada | 0.00% | 1,955 | $302,000 | $345,719 | +$43,719 | +14.48% | |
| Novak & Powell Financial Services, Inc. | 0.12% | 1,467 | $226,839 | $259,422 | +$32,583 | +14.36% | |
| Jones Financial Companies Lllp | 0.00% | 1,482 | $225,311 | $262,074 | +$36,763 | +16.32% | |
| Sonata Capital Group Inc | 0.07% | 1,166 | $216,975 | $206,193 | -$10,782 | -4.97% | |
| Private Trust Co Na | 0.02% | 1,057 | $196,666 | $186,918 | -$9,748 | -4.96% | |
| Valley National Advisers Inc | 0.02% | 880 | $163,734 | $155,618 | -$8,116 | -4.96% | |
| Harbour Investments, Inc. | 0.00% | 972 | $150,299 | $171,887 | +$21,588 | +14.36% | |
| Fmr Llc | 0.00% | 281 | $43,501 | $49,692 | +$6,191 | +14.23% | |
| Copia Wealth Management | 0.02% | 210 | $32,472 | $37,136 | +$4,664 | +14.36% | |
| Harbor Asset Planning, Inc. | 0.02% | 108 | $20,119 | $19,099 | -$1,020 | -5.07% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 128 | $19,792 | $22,635 | +$2,843 | +14.37% | |
| Key Financial Inc | 0.00% | 106 | $19,722 | $18,745 | -$977 | -4.95% | |
| Gamma Investing Llc | 0.00% | 98 | $18,234 | $17,330 | -$904 | -4.96% | |
| Advisory Services Network, Llc | 0.00% | 90 | $13,917 | $15,915 | +$1,998 | +14.36% | |
| Mai Capital Management | 0.00% | 86 | $13,287 | $15,208 | +$1,921 | +14.46% | |
| Western Wealth Management, Llc | 0.00% | 64 | $9,859 | $11,318 | +$1,459 | +14.80% | |
| Pursuit Wealth Strategies, Llc | 0.01% | 43 | $6,649 | $7,604 | +$955 | +14.36% | |
| Triumph Capital Management | 0.00% | 33 | $6,140 | $5,836 | -$304 | -4.96% | |
| Pnc Financial Services Group, Inc. | 0.00% | 37 | $5,767 | $6,543 | +$776 | +13.46% | |
| Russell Investments Group, Ltd. | 0.00% | 27 | $4,175 | $4,775 | +$600 | +14.36% | |
| Alphacore Capital Llc | 0.00% | 25 | $3,866 | $4,421 | +$555 | +14.35% | |
| Lummis Asset Management, Lp | 0.00% | 17 | $3,163 | $3,006 | -$157 | -4.96% |
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.