PSP Institutional Ownership & Shareholders
INVESCO GLOBAL LISTED PRIVAT (PSP) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $128.10M 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 PSP tracked by InsiderSet, reporting ownership valued at approximately $19.47M 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 $20.56M, representing an estimated gain of +5.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PSP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Endowment Wealth Management, Inc., and several other long-term asset managers with concentrated positions in INVESCO GLOBAL LISTED PRIVAT (PSP).
This page ranks the largest institutional PSP 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
87
Total Reported Value
$128.10M
Largest Holder
Morgan Stanley
Largest Position
$19.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 349,507 | $19,467,609 | $20,561,497 | +$1,093,888 | +5.62% | |
| Bank Of America Corp | 0.00% | 305,543 | $17,018,736 | $17,975,095 | +$956,359 | +5.62% | |
| Endowment Wealth Management, Inc. | 5.00% | 232,282 | $12,938,100 | $13,665,150 | +$727,050 | +5.62% | |
| Aletheian Wealth Advisors Llc | 3.45% | 152,432 | $8,580,385 | $8,967,575 | +$387,190 | +4.51% | |
| Wells Fargo & Company/Mn | 0.00% | 152,514 | $8,495,024 | $8,972,399 | +$477,375 | +5.62% | |
| Lpl Financial Llc | 0.00% | 129,608 | $7,219,141 | $7,624,839 | +$405,698 | +5.62% | |
| First Interstate Bank | 0.30% | 99,961 | $5,626,805 | $5,880,706 | +$253,901 | +4.51% | |
| Axxcess Wealth Management, Llc | 0.19% | 83,223 | $4,684,603 | $4,896,009 | +$211,406 | +4.51% | |
| Crestwood Advisors Group, Llc | 0.06% | 70,000 | $3,940,300 | $4,118,100 | +$177,800 | +4.51% | |
| Jane Street Group, Llc | 0.00% | 57,852 | $3,222,356 | $3,403,433 | +$181,077 | +5.62% | |
| Envestnet Asset Management Inc | 0.00% | 54,216 | $3,019,827 | $3,189,527 | +$169,700 | +5.62% | |
| Susquehanna International Group, Llp | 0.00% | 53,018 | $2,953,103 | $3,119,049 | +$165,946 | +5.62% | |
| Citadel Advisors Llc | 0.00% | 49,188 | $2,739,772 | $2,893,730 | +$153,958 | +5.62% | |
| Raymond James Financial Inc | 0.00% | 36,544 | $2,035,500 | $2,149,884 | +$114,384 | +5.62% | |
| Farther Finance Advisors, Llc | 0.01% | 35,393 | $1,992,271 | $2,082,170 | +$89,899 | +4.51% | |
| Flow Traders U.S. Llc | 0.07% | 31,832 | $1,773,000 | $1,872,677 | +$99,677 | +5.62% | |
| Ubs Group Ag | 0.00% | 27,335 | $1,522,560 | $1,608,118 | +$85,558 | +5.62% | |
| Osaic Holdings, Inc. | 0.00% | 22,299 | $1,242,633 | $1,311,850 | +$69,217 | +5.57% | |
| Nuveen, Llc | 0.00% | 21,062 | $1,173,131 | $1,239,077 | +$65,946 | +5.62% | |
| Darwin Wealth Management, Llc | 0.31% | 20,341 | $1,133,004 | $1,196,661 | +$63,657 | +5.62% | |
| Arax Advisory Partners | 0.01% | 17,466 | $972,812 | $1,027,525 | +$54,713 | +5.62% | |
| O'Rourke & Company, Inc | 0.32% | 16,467 | $917,239 | $968,754 | +$51,515 | +5.62% | |
| Royal Bank Of Canada | 0.00% | 16,356 | $911,000 | $962,223 | +$51,223 | +5.62% | |
| Cordoba Advisory Partners Llc | 0.10% | 14,543 | $818,631 | $855,565 | +$36,934 | +4.51% | |
| National Bank Of Canada | 0.00% | 14,649 | $815,070 | $861,801 | +$46,731 | +5.73% | |
| Lfa - Lugano Financial Advisors Sa | 0.49% | 15,304 | $811,271 | $900,334 | +$89,063 | +10.98% | |
| Brooklyn Investment Group | 0.02% | 13,912 | $786,283 | $818,443 | +$32,160 | +4.09% | |
| Mml Investors Services, Llc | 0.00% | 13,370 | $744,735 | $786,557 | +$41,822 | +5.62% | |
| Ashton Thomas Securities, Llc | 0.06% | 10,744 | $604,756 | $632,070 | +$27,314 | +4.52% | |
| Ntv Asset Management Llc | 0.06% | 10,695 | $602,022 | $629,187 | +$27,165 | +4.51% | |
| Hyundai Investments Co., Ltd. | 0.60% | 10,112 | $556,261 | $594,889 | +$38,628 | +6.94% | |
| Betterment Llc | 0.00% | 9,668 | $539,000 | $568,768 | +$29,768 | +5.52% | |
| Creativeone Wealth, Llc | 0.01% | 7,558 | $420,966 | $444,637 | +$23,671 | +5.62% | |
| Sidoxia Capital Management, Llc | 0.29% | 7,242 | $407,652 | $426,047 | +$18,395 | +4.51% | |
| Compound Planning, Inc. | 0.01% | 6,948 | $387,004 | $408,751 | +$21,747 | +5.62% | |
| Advyzon Investment Management, Llc | 0.02% | 6,158 | $342,955 | $362,275 | +$19,320 | +5.63% | |
| Brighton Jones Llc | 0.01% | 6,000 | $334,200 | $352,980 | +$18,780 | +5.62% | |
| Joseph P. Lucia & Associates, Llc | 0.09% | 5,771 | $324,850 | $339,508 | +$14,658 | +4.51% | |
| Legacy Capital Wealth Partners, Llc | 0.07% | 5,761 | $324,266 | $338,920 | +$14,654 | +4.52% | |
| Triumph Capital Management | 0.06% | 5,758 | $324,142 | $338,743 | +$14,601 | +4.50% | |
| Goldman Sachs Group Inc | 0.00% | 5,680 | $316,376 | $334,154 | +$17,778 | +5.62% | |
| Fort Point Capital Partners Llc | 0.03% | 5,338 | $297,327 | $314,035 | +$16,708 | +5.62% | |
| Larson Financial Group Llc | 0.01% | 5,328 | $296,770 | $313,446 | +$16,676 | +5.62% | |
| Private Advisor Group, Llc | 0.00% | 5,241 | $291,932 | $308,328 | +$16,396 | +5.62% | |
| Vontobel Holding Ltd. | 0.00% | 5,090 | $286,516 | $299,445 | +$12,929 | +4.51% | |
| Highpoint Advisor Group Llc | 0.01% | 4,955 | $275,981 | $291,503 | +$15,522 | +5.62% | |
| Hrt Financial Lp | 0.00% | 4,886 | $272,000 | $287,443 | +$15,443 | +5.68% | |
| Mai Capital Management | 0.00% | 4,870 | $271,259 | $286,502 | +$15,243 | +5.62% | |
| Marino, Stram & Associates Llc | 0.04% | 4,659 | $262,255 | $274,089 | +$11,834 | +4.51% | |
| Equitable Holdings, Inc. | 0.00% | 4,692 | $261,370 | $276,030 | +$14,660 | +5.61% |
Frequently asked questions about PSP
Who are the largest institutional holders of PSP?
The largest institutional holders of PSP reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Endowment Wealth Management, Inc., Aletheian Wealth Advisors Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported PSP position.
What is PSP institutional ownership?
This page tracks PSP positions reported by institutional investment managers through SEC Form 13F. INVESCO GLOBAL LISTED PRIVAT (PSP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSP?
InsiderSet currently tracks 87 institutional managers reporting PSP 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 PSP shareholders.
How much PSP stock do institutions own?
Institutional investment managers disclosed approximately $128.10M in PSP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSP institutional ownership last updated?
The latest PSP 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 PSP 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 PSP position after the reporting date.
Are institutions buying or selling PSP?
Institutional buying and selling can be analyzed by comparing PSP positions across consecutive 13F reporting periods. InsiderSet's PSP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSP ownership changes.
How has PSP institutional ownership changed over time?
InsiderSet tracks PSP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.