INVESCO GLOBAL LISTED PRIVAT (PSP) Institutional Shareholders
INVESCO GLOBAL LISTED PRIVAT (PSP) 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 $135.40M in PSP holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of PSP tracked by InsiderSet, reporting ownership valued at approximately $19.82M 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 $22.19M, representing an estimated gain of +11.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PSP value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Bank Of America Corp, Morgan Stanley, 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
91
Total Reported Value
$135.40M
Largest Holder
Raymond James Financial Inc
Largest Position
$19.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 350,664 | $19,819,506 | $22,190,018 | +$2,370,512 | +11.96% | |
| Bank Of America Corp | 0.00% | 304,657 | $17,219,217 | $19,278,695 | +$2,059,478 | +11.96% | |
| Morgan Stanley | 0.00% | 238,611 | $13,486,337 | $15,099,304 | +$1,612,967 | +11.96% | |
| Endowment Wealth Management, Inc. | 5.67% | 226,685 | $12,812,208 | $14,344,627 | +$1,532,419 | +11.96% | |
| Aletheian Wealth Advisors Llc | 3.48% | 146,352 | $8,151,812 | $9,261,155 | +$1,109,343 | +13.61% | |
| Wells Fargo & Company/Mn | 0.00% | 140,611 | $7,947,336 | $8,897,864 | +$950,528 | +11.96% | |
| Lpl Financial Llc | 0.00% | 134,828 | $7,620,504 | $8,531,916 | +$911,412 | +11.96% | |
| Axxcess Wealth Management, Llc | 0.09% | 104,906 | $5,843,261 | $6,638,452 | +$795,191 | +13.61% | |
| First Interstate Bank | 0.30% | 104,099 | $5,798,315 | $6,587,385 | +$789,070 | +13.61% | |
| Crestwood Advisors Group, Llc | 0.06% | 70,000 | $3,899,000 | $4,429,600 | +$530,600 | +13.61% | |
| Clark Capital Management Group, Inc. | 0.02% | 67,215 | $3,798,991 | $4,253,365 | +$454,374 | +11.96% | |
| Envestnet Asset Management Inc | 0.00% | 54,216 | $3,019,827 | $3,430,788 | +$410,961 | +13.61% | |
| Farther Finance Advisors, Llc | 0.01% | 33,916 | $1,888,874 | $2,146,204 | +$257,330 | +13.62% | |
| Jane Street Group, Llc | 0.00% | 33,203 | $1,876,634 | $2,101,086 | +$224,452 | +11.96% | |
| Mml Investors Services, Llc | 0.00% | 28,629 | $1,618,134 | $1,811,643 | +$193,509 | +11.96% | |
| Ubs Group Ag | 0.00% | 26,827 | $1,516,263 | $1,697,613 | +$181,350 | +11.96% | |
| Darwin Wealth Management, Llc | 0.31% | 20,341 | $1,133,004 | $1,287,178 | +$154,174 | +13.61% | |
| Hyundai Investments Co., Ltd. | 1.10% | 17,629 | $972,063 | $1,115,563 | +$143,500 | +14.76% | |
| Ntv Asset Management Llc | 0.10% | 15,740 | $889,625 | $996,027 | +$106,402 | +11.96% | |
| O'Rourke & Company, Inc | 0.33% | 14,798 | $836,398 | $936,417 | +$100,019 | +11.96% | |
| Lfa - Lugano Financial Advisors Sa | 0.49% | 15,304 | $811,271 | $968,437 | +$157,166 | +19.37% | |
| Brooklyn Investment Group | 0.02% | 13,912 | $786,283 | $880,351 | +$94,068 | +11.96% | |
| Osaic Holdings, Inc. | 0.00% | 13,792 | $780,530 | $872,758 | +$92,228 | +11.82% | |
| Cetera Investment Advisers | 0.00% | 13,706 | $774,661 | $867,316 | +$92,655 | +11.96% | |
| National Bank Of Canada | 0.00% | 12,921 | $730,295 | $817,641 | +$87,346 | +11.96% | |
| Susquehanna International Group, Llp | 0.00% | 12,693 | $717,408 | $803,213 | +$85,805 | +11.96% | |
| Royal Bank Of Canada | 0.00% | 11,338 | $641,000 | $717,469 | +$76,469 | +11.93% | |
| Gts Securities Llc | 0.02% | 10,834 | $612,338 | $685,576 | +$73,238 | +11.96% | |
| Ashton Thomas Securities, Llc | 0.09% | 10,739 | $598,174 | $679,564 | +$81,390 | +13.61% | |
| Cordoba Advisory Partners Llc | 0.12% | 10,542 | $587,190 | $667,098 | +$79,908 | +13.61% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 9,559 | $540,275 | $604,894 | +$64,619 | +11.96% | |
| Equitable Holdings, Inc. | 0.00% | 6,698 | $449,262 | $423,849 | -$25,413 | -5.66% | |
| Legacy Capital Wealth Partners, Llc | 0.09% | 7,909 | $447,006 | $500,482 | +$53,476 | +11.96% | |
| Creativeone Wealth, Llc | 0.01% | 7,399 | $418,188 | $468,209 | +$50,021 | +11.96% | |
| Compound Planning, Inc. | 0.01% | 6,948 | $387,004 | $439,669 | +$52,665 | +13.61% | |
| Sidoxia Capital Management, Llc | 0.28% | 6,926 | $385,778 | $438,277 | +$52,499 | +13.61% | |
| Arax Advisory Partners | 0.01% | 6,053 | $342,114 | $383,034 | +$40,920 | +11.96% | |
| Joseph P. Lucia & Associates, Llc | 0.12% | 5,771 | $326,177 | $365,189 | +$39,012 | +11.96% | |
| Advyzon Investment Management, Llc | 0.03% | 5,481 | $309,740 | $346,838 | +$37,098 | +11.98% | |
| Fort Point Capital Partners Llc | 0.04% | 5,338 | $301,704 | $337,789 | +$36,085 | +11.96% | |
| Private Advisor Group, Llc | 0.00% | 5,241 | $291,932 | $331,650 | +$39,718 | +13.61% | |
| Triumph Capital Management | 0.05% | 5,085 | $283,234 | $321,779 | +$38,545 | +13.61% | |
| Larson Financial Group Llc | 0.01% | 4,925 | $278,361 | $311,654 | +$33,293 | +11.96% | |
| Marino, Stram & Associates Llc | 0.04% | 4,837 | $269,421 | $306,085 | +$36,664 | +13.61% | |
| Integrated Wealth Concepts Llc | 0.00% | 4,427 | $250,212 | $280,141 | +$29,929 | +11.96% | |
| &Partners | 0.00% | 4,410 | $249,253 | $279,065 | +$29,812 | +11.96% | |
| Highpoint Advisor Group Llc | 0.01% | 4,225 | $238,777 | $267,358 | +$28,581 | +11.97% | |
| Dynamic Advisor Solutions Llc | 0.01% | 4,132 | $230,142 | $261,473 | +$31,331 | +13.61% | |
| Uptick Partners, Llc | 0.04% | 3,915 | $221,269 | $247,741 | +$26,472 | +11.96% | |
| Founders Financial Securities Llc | 0.01% | 3,756 | $209,209 | $237,680 | +$28,471 | +13.61% |
Frequently asked questions about PSP
Who owns the most PSP stock?
The largest holders of PSP 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 GLOBAL LISTED PRIVAT (PSP).
Is PSP widely held by superinvestors?
Many widely followed stocks like PSP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSP 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.