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Invesco S&P Smallcap Informa (PSCT)

CUSIP: 46138E115 | NYSE | 323 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Congress Asset Management Co68,799
0.0% of portfolio›$68.8K
Narus Financial Partners, LLC58,614
1.3% of portfolio›$4.7M
Cordoba Advisory Partners LLC54,537
0.5% of portfolio›$4.4M
Wealthcare Advisory Partners LLC31,660
0.0% of portfolio›$2.6M
LFG Wealth Partners, LLC29,144
1.0% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.21,829
0.0% of portfolio›$1.8M
Parr Mcknight Wealth Management Group, LLC18,043
0.2% of portfolio›$1.5M
Patriot Investment Management Group, Inc.13,368
0.1% of portfolio›$1.1M
JBR Co Financial Management Inc12,423
0.4% of portfolio›$1.1M
McGuire Investment Group, LLC11,900
0.1% of portfolio›$961.7K
Eagle Strategies LLC10,978
0.1% of portfolio›$887.3K
Apollon Wealth Management, LLC10,518
0.0% of portfolio›$850.1K
Independent Wealth Network Inc.10,329
0.2% of portfolio›$834.8K
Cookson Peirce & Co Inc10,044
0.0% of portfolio›$811.8K
First Growth Capital LLC9,547
0.6% of portfolio›$771.6K
Laurel OAK Wealth Management, LLC9,231
0.1% of portfolio›$746.0K
Somerset Trust Co8,607
0.2% of portfolio›$695.6K
Creative Planning8,403
0.0% of portfolio›$679.1K
Cassaday & Co Wealth Management LLC7,500
0.0% of portfolio›$606.2K
Kestra Advisory Services, LLC7,233
0.0% of portfolio›$584.6K
Harbour Capital Advisors, LLC6,590
0.1% of portfolio›$532.6K
Allspring Global Investments Holdings, LLC5,810
0.0% of portfolio›$476.8K
Yoder Wealth Management, Inc.5,418
0.2% of portfolio›$437.9K
Carlson Financial, Inc.4,681
0.2% of portfolio›$378.3K
Commonwealth Equity Services, LLC4,515
0.0% of portfolio›$364.9K
Wealthcare Capital Partners, LLC4,061
0.1% of portfolio›$328.2K
Kessler Investment Group, LLC4,052
0.2% of portfolio›$327.5K
Walkner Condon Financial Advisors LLC3,060
0.0% of portfolio›$247.3K
Cornerstone Wealth Management, LLC2,923
0.0% of portfolio›$236.2K
Bond & Devick Financial Network, Inc.2,913
0.1% of portfolio›$235.4K
Truist Financial Corp2,754
0.0% of portfolio›$222.6K
Davenport & Co LLC2,686
0.0% of portfolio›$217.1K
Ocean Park Asset Management, LLC2,632
0.0% of portfolio›$212.7K
Old National Bancorp2,529
0.0% of portfolio›$204.4K
Spire Wealth Management1,374
0.0% of portfolio›$111.1K
Farther Finance Advisors, LLC1,333
0.0% of portfolio›$107.7K
Armstrong Advisory Group, Inc1,305
0.0% of portfolio›$105.5K
Toth Financial Advisory Corp1,170
0.0% of portfolio›$94.6K
Wilmington Savings Fund Society, FSB780
0.0% of portfolio›$63.0K
Whipplewood Advisors, LLC600
0.0% of portfolio›$48.5K
IFP Advisors, Inc595
0.0% of portfolio›$48.1K
IFS Advisors, LLC590
0.0% of portfolio›$47.7K
Nfsg Corp450
0.0% of portfolio›$36.4K
Key FInancial Inc219
0.0% of portfolio›$17.7K
Harbor Investment Advisory, LLC204
0.0% of portfolio›$16.5K
Advocate Investing Services LLC203
0.0% of portfolio›$16.4K
Gamma Investing LLC129
0.0% of portfolio›$10.4K
Thurston, Springer, Miller, Herd & Titak, Inc.48
0.0% of portfolio›$3.9K
Golden State Wealth Management, LLC42
0.0% of portfolio›$3.4K
Blue Trust, Inc.21
0.0% of portfolio›$1.7K
Washington Trust Advisors, Inc.6
0.0% of portfolio›$459
StyleTurnoverLocationFiled
Congress Asset Management Co
68,799$68.8K0.0%GrowthMediumBoston, MA2026-10-06
Narus Financial Partners, LLC
58,614$4.7M1.3%ValueLowSalt Lake City, UT2026-10-19
Cordoba Advisory Partners LLC
54,537$4.4M0.5%ETFMediumNew York, NY2026-10-19
Wealthcare Advisory Partners LLC
31,660$2.6M0.0%ETFLowWest Chester, PA2026-10-21
LFG Wealth Partners, LLC
29,144$2.4M1.0%CoreMediumElizabethtown, KY2026-10-28
Cambridge Investment Research Advisors, Inc.
21,829$1.8M0.0%ETFLowFairfield, IA2026-11-02
Parr Mcknight Wealth Management Group, LLC
18,043$1.5M0.2%CoreMediumMinneapolis, MN2026-10-30
Patriot Investment Management Group, Inc.
13,368$1.1M0.1%ETFVery LowKnoxville, TN2026-10-15
JBR Co Financial Management Inc
12,423$1.1M0.4%GrowthLowArdmore, OK2026-10-13
McGuire Investment Group, LLC
11,900$961.7K0.1%Agg GrowthLowWakefield, RI2026-10-23
Eagle Strategies LLC
10,978$887.3K0.1%ETFLowNew York, NY2026-10-16
Apollon Wealth Management, LLC
10,518$850.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Independent Wealth Network Inc.
10,329$834.8K0.2%ETFMediumUrbandale, IA2026-10-19
Cookson Peirce & Co Inc
10,044$811.8K0.0%GrowthHighPittsburgh, PA2026-10-30
First Growth Capital LLC
9,547$771.6K0.6%GrowthLowPikesville, MD2026-10-15
Laurel OAK Wealth Management, LLC
9,231$746.0K0.1%GrowthLowMarlton, NJ2026-10-19
Somerset Trust Co
8,607$695.6K0.2%CoreVery LowSomerset, PA2026-10-13
Creative Planning
8,403$679.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Cassaday & Co Wealth Management LLC
7,500$606.2K0.0%ETFVery LowMclean, VA2026-10-27
Kestra Advisory Services, LLC
7,233$584.6K0.0%CoreLowAustin, TX2026-11-02
Harbour Capital Advisors, LLC
6,590$532.6K0.1%GrowthLowTysons Corner, VA2026-10-13
Allspring Global Investments Holdings, LLC
5,810$476.8K0.0%CoreMediumCharlotte, NC2026-11-04
Yoder Wealth Management, Inc.
5,418$437.9K0.2%ETFLowWalnut Creek, CA2026-10-13
Carlson Financial, Inc.
4,681$378.3K0.2%GrowthLowCanby, OR2026-11-05
Commonwealth Equity Services, LLC
4,515$364.9K0.0%ETFLowWaltham, MA2026-11-02
Wealthcare Capital Partners, LLC
4,061$328.2K0.1%ETFLowWest Chester, PA2026-10-21
Kessler Investment Group, LLC
4,052$327.5K0.2%GrowthHighColumbus, IN2026-10-08
Walkner Condon Financial Advisors LLC
3,060$247.3K0.0%ETFLowVerona, WI2026-11-02
Cornerstone Wealth Management, LLC
2,923$236.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Bond & Devick Financial Network, Inc.
2,913$235.4K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Truist Financial Corp
2,754$222.6K0.0%CoreLowCharlotte, NC2026-10-30
Davenport & Co LLC
2,686$217.1K0.0%CoreMediumRichmond, VA2026-10-14
Ocean Park Asset Management, LLC
2,632$212.7K0.0%ETFLowSanta Monica, CA2026-10-21
Old National Bancorp
2,529$204.4K0.0%CoreLowEvansville, IN2026-10-20
Spire Wealth Management
1,374$111.1K0.0%GrowthMediumMclean, VA2026-10-30
Farther Finance Advisors, LLC
1,333$107.7K0.0%IndexLowSan Francisco, CA2026-10-08
Armstrong Advisory Group, Inc
1,305$105.5K0.0%ETFHighNeedham, MA2026-10-09
Toth Financial Advisory Corp
1,170$94.6K0.0%CoreLowLeesburg, VA2026-10-08
Wilmington Savings Fund Society, FSB
780$63.0K0.0%CoreLowWilmington, DE2026-10-23
Whipplewood Advisors, LLC
600$48.5K0.0%ETFLowLittleton, CO2026-10-20
IFP Advisors, Inc
595$48.1K0.0%GrowthLowTampa, FL2026-10-16
IFS Advisors, LLC
590$47.7K0.0%ETFLowOverland Park, KS2026-10-14
Nfsg Corp
450$36.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Key FInancial Inc
219$17.7K0.0%ETFLowWest Chester, PA2026-11-02
Harbor Investment Advisory, LLC
204$16.5K0.0%GrowthLowLutherville, MD2026-10-13
Advocate Investing Services LLC
203$16.4K0.0%ETFLowWoodbine, MD2026-10-26
Gamma Investing LLC
129$10.4K0.0%IndexVery LowFoster City, CA2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
48$3.9K0.0%GrowthMediumIndianapolis, IN2026-10-14
Golden State Wealth Management, LLC
42$3.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Blue Trust, Inc.
21$1.7K0.0%ETFLowBrentwood, TN2026-10-15
Washington Trust Advisors, Inc.
6$4590.0%GrowthLowWellesley, MA2026-10-22