PSCT Institutional Ownership & Shareholders
INVESCO S&P SMALLCAP INFORMA (PSCT) is currently held by 118 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $198.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of PSCT tracked by InsiderSet, reporting ownership valued at approximately $26.55M 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 $22.48M, representing an estimated loss of -15.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed PSCT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP INFORMA (PSCT).
This page ranks the largest institutional PSCT 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
118
Total Reported Value
$198.09M
Largest Holder
Morgan Stanley
Largest Position
$26.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
150
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 287,301 | $26,550,304 | $22,483,544 | -$4,066,760 | -15.32% | |
| Bank Of America Corp | 0.00% | 280,245 | $25,898,045 | $21,931,357 | -$3,966,688 | -15.32% | |
| Lpl Financial Llc | 0.00% | 137,157 | $12,675,006 | $10,733,605 | -$1,941,401 | -15.32% | |
| Cetera Investment Advisers | 0.01% | 125,322 | $11,581,314 | $9,807,424 | -$1,773,890 | -15.32% | |
| Goldman Sachs Group Inc | 0.00% | 120,380 | $11,124,617 | $9,420,674 | -$1,703,943 | -15.32% | |
| Texas Yale Capital Corp. | 0.19% | 97,110 | $8,974,178 | $7,599,615 | -$1,374,563 | -15.32% | |
| Wells Fargo & Company/Mn | 0.00% | 90,446 | $8,358,297 | $7,078,105 | -$1,280,192 | -15.32% | |
| Ubs Group Ag | 0.00% | 53,566 | $4,950,141 | $4,191,957 | -$758,184 | -15.32% | |
| Narus Financial Partners, Llc | 1.26% | 58,614 | $4,737,183 | $4,587,003 | -$150,180 | -3.17% | |
| Cordoba Advisory Partners Llc | 0.54% | 54,537 | $4,406,736 | $4,267,946 | -$138,790 | -3.15% | |
| Ameriprise Financial Inc | 0.00% | 47,435 | $4,385,009 | $3,712,159 | -$672,850 | -15.34% | |
| Syon Capital Llc | 0.18% | 45,165 | $4,173,811 | $3,534,514 | -$639,297 | -15.32% | |
| Raymond James Financial Inc | 0.00% | 40,328 | $3,726,813 | $3,155,981 | -$570,832 | -15.32% | |
| Two Sigma Investments, Lp | 0.00% | 27,900 | $2,578,309 | $2,183,393 | -$394,916 | -15.32% | |
| Wealthcare Advisory Partners Llc | 0.04% | 31,660 | $2,558,723 | $2,477,642 | -$81,081 | -3.17% | |
| Harbour Investment Management Llc | 1.29% | 27,020 | $2,496,986 | $2,114,526 | -$382,460 | -15.32% | |
| Lfg Wealth Partners, Llc | 0.98% | 29,144 | $2,355,458 | $2,280,745 | -$74,713 | -3.17% | |
| Spinnaker Trust | 0.11% | 25,300 | $2,338,036 | $1,979,922 | -$358,114 | -15.32% | |
| Envestnet Asset Management Inc | 0.00% | 24,684 | $2,281,121 | $1,931,716 | -$349,405 | -15.32% | |
| Jaffetilchin Investment Partners, Llc | 0.12% | 24,357 | $2,250,903 | $1,906,125 | -$344,778 | -15.32% | |
| Royal Bank Of Canada | 0.00% | 22,823 | $2,109,000 | $1,786,078 | -$322,922 | -15.31% | |
| Pacific Sun Financial Corp | 0.84% | 21,911 | $2,024,850 | $1,714,707 | -$310,143 | -15.32% | |
| Prospera Financial Services Inc | 0.03% | 21,633 | $1,999,107 | $1,692,951 | -$306,156 | -15.31% | |
| Mariner, Llc | 0.00% | 21,565 | $1,992,891 | $1,687,629 | -$305,262 | -15.32% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | 20,569 | $1,900,833 | $1,609,685 | -$291,148 | -15.32% | |
| Icon Advisers Inc/Co | 0.31% | 18,000 | $1,663,425 | $1,408,640 | -$254,785 | -15.32% | |
| Stifel Financial Corp | 0.00% | 17,986 | $1,662,138 | $1,407,545 | -$254,593 | -15.32% | |
| Harbour Investments, Inc. | 0.02% | 17,323 | $1,600,862 | $1,355,660 | -$245,202 | -15.32% | |
| Beacon Pointe Advisors, Llc | 0.01% | 17,207 | $1,590,119 | $1,346,582 | -$243,537 | -15.32% | |
| Parr Mcknight Wealth Management Group, Llc | 0.17% | 18,043 | $1,458,235 | $1,412,005 | -$46,230 | -3.17% | |
| Summit Financial, Llc | 0.01% | 13,200 | $1,219,845 | $1,033,003 | -$186,842 | -15.32% | |
| Cascade Financial Partners, Llc | 0.10% | 12,558 | $1,160,516 | $982,761 | -$177,755 | -15.32% | |
| Onedigital Investment Advisors Llc | 0.01% | 12,270 | $1,133,871 | $960,223 | -$173,648 | -15.31% | |
| Jbr Co Financial Management Inc | 0.43% | 12,423 | $1,114,372 | $972,197 | -$142,175 | -12.76% | |
| Patriot Investment Management Group, Inc. | 0.06% | 13,368 | $1,080,402 | $1,046,150 | -$34,252 | -3.17% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,440 | $1,057,200 | $895,269 | -$161,931 | -15.32% | |
| Private Advisor Group, Llc | 0.00% | 10,627 | $982,069 | $831,646 | -$150,423 | -15.32% | |
| Mcguire Investment Group, Llc | 0.09% | 11,900 | $961,718 | $931,268 | -$30,450 | -3.17% | |
| Eagle Strategies Llc | 0.09% | 10,978 | $887,252 | $859,114 | -$28,138 | -3.17% | |
| Osaic Holdings, Inc. | 0.00% | 9,476 | $875,935 | $741,571 | -$134,364 | -15.34% | |
| Apollon Wealth Management, Llc | 0.01% | 10,518 | $850,098 | $823,116 | -$26,982 | -3.17% | |
| Gladstone Institutional Advisory Llc | 0.03% | 9,107 | $841,600 | $712,694 | -$128,906 | -15.32% | |
| Independent Wealth Network Inc. | 0.21% | 10,329 | $834,790 | $808,325 | -$26,465 | -3.17% | |
| Cookson Peirce & Co Inc | 0.03% | 10,044 | $811,757 | $786,021 | -$25,736 | -3.17% | |
| First Growth Capital Llc | 0.63% | 9,547 | $771,589 | $747,127 | -$24,462 | -3.17% | |
| Laurel Oak Wealth Management, Llc | 0.10% | 9,231 | $746,049 | $722,398 | -$23,651 | -3.17% | |
| Cresset Asset Management, Llc | 0.00% | 7,746 | $715,827 | $606,185 | -$109,642 | -15.32% | |
| Somerset Trust Co | 0.20% | 8,607 | $695,618 | $673,565 | -$22,053 | -3.17% | |
| Kestra Advisory Services, Llc | 0.00% | 7,189 | $664,360 | $562,595 | -$101,765 | -15.32% | |
| Susquehanna International Group, Llp | 0.00% | 7,140 | $659,825 | $558,761 | -$101,064 | -15.32% |
Frequently asked questions about PSCT
Who are the largest institutional holders of PSCT?
The largest institutional holders of PSCT reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, Cetera Investment Advisers, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported PSCT position.
What is PSCT institutional ownership?
This page tracks PSCT positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P SMALLCAP INFORMA (PSCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSCT?
InsiderSet currently tracks 118 institutional managers reporting PSCT 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 PSCT shareholders.
How much PSCT stock do institutions own?
Institutional investment managers disclosed approximately $198.09M in PSCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSCT institutional ownership last updated?
The latest PSCT 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 PSCT 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 PSCT position after the reporting date.
Are institutions buying or selling PSCT?
Institutional buying and selling can be analyzed by comparing PSCT positions across consecutive 13F reporting periods. InsiderSet's PSCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSCT ownership changes.
How has PSCT institutional ownership changed over time?
InsiderSet tracks PSCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.