PSCI Institutional Ownership & Shareholders
INVESCO S&P SMALLCAP INDUSTR (PSCI) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $84.73M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $24.67M, representing an estimated loss of -12.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% 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
55
Total Reported Value
$84.73M
Largest Holder
Bank Of America Corp
Largest Position
$28.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
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 | $24,673,981 | -$3,506,108 | -12.44% | |
| Ubs Group Ag | 0.00% | 49,869 | $9,278,627 | $8,124,199 | -$1,154,428 | -12.44% | |
| Lpl Financial Llc | 0.00% | 47,200 | $8,782,139 | $7,689,390 | -$1,092,749 | -12.44% | |
| Osaic Holdings, Inc. | 0.00% | 21,497 | $4,000,641 | $3,502,093 | -$498,548 | -12.46% | |
| Salem Investment Counselors Inc | 0.10% | 24,793 | $3,954,498 | $4,039,047 | +$84,549 | +2.14% | |
| Private Advisor Group, Llc | 0.02% | 20,233 | $3,764,577 | $3,296,174 | -$468,403 | -12.44% | |
| Modern Wealth Management, Llc | 0.04% | 19,328 | $3,596,253 | $3,148,740 | -$447,513 | -12.44% | |
| Morgan Stanley | 0.00% | 18,279 | $3,401,120 | $2,977,847 | -$423,273 | -12.45% | |
| Parr Mcknight Wealth Management Group, Llc | 0.21% | 10,952 | $1,746,871 | $1,784,199 | +$37,328 | +2.14% | |
| Wells Fargo & Company/Mn | 0.00% | 9,163 | $1,704,847 | $1,492,752 | -$212,095 | -12.44% | |
| Raymond James Financial Inc | 0.00% | 8,760 | $1,629,889 | $1,427,099 | -$202,790 | -12.44% | |
| Independent Wealth Advisors Llc | 1.10% | 8,350 | $1,331,857 | $1,360,305 | +$28,448 | +2.14% | |
| Mml Investors Services, Llc | 0.00% | 6,426 | $1,195,630 | $1,046,865 | -$148,765 | -12.44% | |
| Citadel Advisors Llc | 0.00% | 6,215 | $1,156,365 | $1,012,491 | -$143,874 | -12.44% | |
| Envestnet Asset Management Inc | 0.00% | 5,824 | $1,083,640 | $948,792 | -$134,848 | -12.44% | |
| Coppell Advisory Solutions Llc | 0.09% | 11 | $1,056,018 | $1,792 | -$1,054,226 | -99.83% | |
| Prospera Financial Services Inc | 0.01% | 5,482 | $1,019,937 | $893,077 | -$126,860 | -12.44% | |
| Independent Wealth Network Inc. | 0.19% | 4,776 | $761,784 | $778,062 | +$16,278 | +2.14% | |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | 0.01% | 4,000 | $638,010 | $651,643 | +$13,633 | +2.14% | |
| Barometer Capital Management Inc. | 0.17% | 3,200 | $595,393 | $521,315 | -$74,078 | -12.44% | |
| Gladstone Institutional Advisory Llc | 0.02% | 2,833 | $527,109 | $461,526 | -$65,583 | -12.44% | |
| Jones Financial Companies Lllp | 0.00% | 2,818 | $521,330 | $459,083 | -$62,247 | -11.94% | |
| Cetera Investment Advisers | 0.00% | 2,776 | $516,458 | $452,240 | -$64,218 | -12.43% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,749 | $511,480 | $447,842 | -$63,638 | -12.44% | |
| Equitable Holdings, Inc. | 0.00% | 2,694 | $501,247 | $438,882 | -$62,365 | -12.44% | |
| Us Bancorp \De\ | 0.00% | 2,000 | $372,121 | $325,822 | -$46,299 | -12.44% | |
| Jpmorgan Chase & Co | 0.00% | 1,959 | $361,846 | $319,142 | -$42,704 | -11.80% | |
| Royal Bank Of Canada | 0.00% | 1,905 | $354,000 | $310,345 | -$43,655 | -12.33% | |
| Bank Of Montreal | 0.00% | 1,795 | $333,978 | $292,425 | -$41,553 | -12.44% | |
| Koshinski Asset Management, Inc. | 0.02% | 1,858 | $296,356 | $302,688 | +$6,332 | +2.14% | |
| Novak & Powell Financial Services, Inc. | 0.13% | 1,467 | $272,951 | $238,990 | -$33,961 | -12.44% | |
| Baird Financial Group, Inc. | 0.00% | 1,248 | $232,203 | $203,313 | -$28,890 | -12.44% | |
| Private Advisory Group Llc | 0.01% | 1,096 | $203,922 | $178,550 | -$25,372 | -12.44% | |
| Private Trust Co Na | 0.02% | 1,202 | $191,722 | $195,819 | +$4,097 | +2.14% | |
| Harbour Investments, Inc. | 0.00% | 972 | $180,851 | $158,349 | -$22,502 | -12.44% | |
| Valley National Advisers Inc | 0.01% | 844 | $134,621 | $137,497 | +$2,876 | +2.14% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.00% | 563 | $104,670 | $91,719 | -$12,951 | -12.37% | |
| Copia Wealth Management | 0.04% | 326 | $60,656 | $53,109 | -$7,547 | -12.44% | |
| Fmr Llc | 0.00% | 215 | $40,072 | $35,026 | -$5,046 | -12.59% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 128 | $23,816 | $20,853 | -$2,963 | -12.44% | |
| Congress Asset Management Co | 0.00% | 23,048 | $23,048 | $3,754,768 | +$3,731,720 | +16191.08% | |
| Harbor Asset Planning, Inc. | 0.01% | 108 | $17,269 | $17,594 | +$325 | +1.88% | |
| Key Financial Inc | 0.00% | 106 | $16,907 | $17,269 | +$362 | +2.14% | |
| Gamma Investing Llc | 0.00% | 98 | $15,631 | $15,965 | +$334 | +2.14% | |
| Pursuit Wealth Strategies, Llc | 0.01% | 43 | $8,001 | $7,005 | -$996 | -12.45% | |
| Pnc Financial Services Group, Inc. | 0.00% | 37 | $6,939 | $6,028 | -$911 | -13.13% | |
| Latitude Advisors, Llc | 0.00% | 36 | $5,742 | $5,865 | +$123 | +2.14% | |
| Triumph Capital Management | 0.00% | 33 | $5,264 | $5,376 | +$112 | +2.13% | |
| Russell Investments Group, Ltd. | 0.00% | 27 | $5,024 | $4,399 | -$625 | -12.45% | |
| Lummis Asset Management, Lp | 0.00% | 17 | $3,163 | $2,769 | -$394 | -12.44% |
Frequently asked questions about PSCI
Who are the largest institutional holders of PSCI?
The largest institutional holders of PSCI reported in the latest SEC Form 13F filings include Bank Of America Corp, Ubs Group Ag, Lpl Financial Llc, Osaic Holdings, Inc., and Salem Investment Counselors Inc. InsiderSet ranks institutional holders by their latest reported PSCI position.
What is PSCI institutional ownership?
This page tracks PSCI positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P SMALLCAP INDUSTR (PSCI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSCI?
InsiderSet currently tracks 55 institutional managers reporting PSCI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PSCI shareholders.
How much PSCI stock do institutions own?
Institutional investment managers disclosed approximately $84.73M in PSCI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSCI institutional ownership last updated?
The latest PSCI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PSCI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PSCI position after the reporting date.
Are institutions buying or selling PSCI?
Institutional buying and selling can be analyzed by comparing PSCI positions across consecutive 13F reporting periods. InsiderSet's PSCI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSCI ownership changes.
How has PSCI institutional ownership changed over time?
InsiderSet tracks PSCI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.