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Invesco S&P Smallcap Industr (PSCI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
INCREASED
Shares38,001 from 11
Change+37,990 (+345364%)
Value$6.1M (+$6.1M)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares25,425 from 47,200
Change-21,775 (-46%)
Value$4.1M (-$4.7M)
Filed 2026-11-06
Salem Investment Counselors Inc
UNCHANGED
Shares24,793 from 24,793
Change0 (0%)
Value$4.0M (-$658.4K)
Filed 2026-10-13
Congress Asset Management Co
NEW
Shares23,048
Change+23,048
Value$23.0K
Filed 2026-10-06
Riverbridge Partners LLC
NEW
Shares12,935
Change+12,935
Value$2.1M
Filed 2026-11-05
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares10,952 from 10,712
Change+240 (+2%)
Value$1.7M (-$246.2K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,476 from 3,290
Change+6,186 (+188%)
Value$1.5M (+$899.0K)
Filed 2026-11-02
Independent Wealth Advisors LLC
DECREASED
Shares8,350 from 9,120
Change-770 (-8%)
Value$1.3M (-$365.0K)
Filed 2026-10-27
Independent Wealth Network Inc.
INCREASED
Shares4,776 from 4,401
Change+375 (+9%)
Value$761.8K (-$57.1K)
Filed 2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$638.0K (-$106.2K)
Filed 2026-10-23
Cambiar Investors LLC
NEW
Shares3,913
Change+3,913
Value$624.1K
Filed 2026-11-04
Bank of New York Mellon Corp
NEW
Shares3,165
Change+3,165
Value$504.7K
Filed 2026-11-05
Carlson Financial, Inc.
DECREASED
Shares2,300 from 2,412
Change-112 (-5%)
Value$366.9K (-$81.8K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$319.0K (-$53.1K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
UNCHANGED
Shares1,858 from 1,858
Change0 (0%)
Value$296.4K (-$49.3K)
Filed 2026-10-29
Fifth Third Bancorp
NEW
Shares1,643
Change+1,643
Value$262.1K
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$201 (-$34)
Filed 2026-10-02
Private Trust Co NA
INCREASED
Shares1,202 from 1,057
Change+145 (+14%)
Value$191.7K (-$4.9K)
Filed 2026-10-20
Valley National Advisers Inc
DECREASED
Shares844 from 880
Change-36 (-4%)
Value$134.6K (-$29.1K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$17.3K (-$2.9K)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$16.9K (-$2.8K)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$15.6K (-$2.6K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$5.9K (-$990)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares36
Change+36
Value$5.7K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.3K (-$876)
Filed 2026-10-14
Russell Investments Group, Ltd.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.3K (-$717)
Filed 2026-11-06
AlphaCore Capital LLC
NEW
Shares15
Change+15
Value$2.4K
Filed 2026-11-04
Bear Mountain Capital, Inc.
NEW
Shares5
Change+5
Value$795
Filed 2026-11-04
Prospera Financial Services Inc
CLOSED
Shares0 from 5,482
Change-5,482 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
Sonata Capital Group Inc
CLOSED
Shares0 from 1,166
Change-1,166 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-19
Private Advisory Group LLC
CLOSED
Shares0 from 1,096
Change-1,096 (-100%)
Value$0 (-$203.9K)
Filed 2026-11-06
Bullseye Investment Management, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 151,457
Change-151,457 (-100%)
Value—
UBS Group AG
N/A
Shares— from 49,869
Change-49,869 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 29,935
Change-29,935 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,497
Change-21,497 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,233
Change-20,233 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 19,328
Change-19,328 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,279
Change-18,279 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,163
Change-9,163 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,215
Change-6,215 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 972
Change-972 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 326
Change-326 (-100%)
Value—
FMR LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 17
Change-17 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
INCREASED38,00111+37,990+345364%$2.0K$6.1M+$6.1M2026-11-04
LPL Financial LLC
DECREASED25,42547,200-21,775-46%$8.8M$4.1M-$4.7M2026-11-06
Salem Investment Counselors Inc
UNCHANGED24,79324,79300%$4.6M$4.0M-$658.4K2026-10-13
Congress Asset Management Co
NEW23,048—+23,048——$23.0K—2026-10-06
Riverbridge Partners LLC
NEW12,935—+12,935——$2.1M—2026-11-05
Parr Mcknight Wealth Management Group, LLC
INCREASED10,95210,712+240+2%$2.0M$1.7M-$246.2K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED9,4763,290+6,186+188%$612.0K$1.5M+$899.0K2026-11-02
Independent Wealth Advisors LLC
DECREASED8,3509,120-770-8%$1.7M$1.3M-$365.0K2026-10-27
Independent Wealth Network Inc.
INCREASED4,7764,401+375+9%$818.9K$761.8K-$57.1K2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED4,0004,00000%$744.2K$638.0K-$106.2K2026-10-23
Cambiar Investors LLC
NEW3,913—+3,913——$624.1K—2026-11-04
Bank of New York Mellon Corp
NEW3,165—+3,165——$504.7K—2026-11-05
Carlson Financial, Inc.
DECREASED2,3002,412-112-5%$448.7K$366.9K-$81.8K2026-11-05
US Bancorp \de\
UNCHANGED2,0002,00000%$372.1K$319.0K-$53.1K2026-11-05
Koshinski Asset Management, Inc.
UNCHANGED1,8581,85800%$345.7K$296.4K-$49.3K2026-10-29
Fifth Third Bancorp
NEW1,643—+1,643——$262.1K—2026-11-05
CX Institutional
UNCHANGED1,2611,26100%$235$201-$342026-10-02
Private Trust Co NA
INCREASED1,2021,057+145+14%$196.7K$191.7K-$4.9K2026-10-20
Valley National Advisers Inc
DECREASED844880-36-4%$163.7K$134.6K-$29.1K2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED10810800%$20.1K$17.3K-$2.9K2026-10-23
Key FInancial Inc
UNCHANGED10610600%$19.7K$16.9K-$2.8K2026-11-02
Gamma Investing LLC
UNCHANGED989800%$18.2K$15.6K-$2.6K2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED373700%$6.9K$5.9K-$9902026-11-06
Latitude Advisors, LLC
NEW36—+36——$5.7K—2026-10-27
Triumph Capital Management
UNCHANGED333300%$6.1K$5.3K-$8762026-10-14
Russell Investments Group, Ltd.
UNCHANGED272700%$5.0K$4.3K-$7172026-11-06
AlphaCore Capital LLC
NEW15—+15——$2.4K—2026-11-04
Bear Mountain Capital, Inc.
NEW5—+5——$795—2026-11-04
Prospera Financial Services Inc
CLOSED05,482-5,482-100%$1.0M$0-$1.0M2026-11-04
Sonata Capital Group Inc
CLOSED01,166-1,166-100%$217.0K$0-$217.0K2026-10-19
Private Advisory Group LLC
CLOSED01,096-1,096-100%$203.9K$0-$203.9K2026-11-06
Bullseye Investment Management, LLC
CLOSED070-70-100%$13.0K$0-$13.0K2026-10-29
Bank of America Corp
N/A—151,457-151,457-100%$28.2M———
UBS Group AG
N/A—49,869-49,869-100%$9.3M———
Top Private Wealth Llc.
N/A—29,935-29,935-100%$5.6M———
Osaic Holdings, Inc.
N/A—21,497-21,497-100%$4.0M———
Private Advisor Group, LLC
N/A—20,233-20,233-100%$3.8M———
Modern Wealth Management, LLC
N/A—19,328-19,328-100%$3.6M———
Morgan Stanley
N/A—18,279-18,279-100%$3.4M———
Wells Fargo & Company
N/A—9,163-9,163-100%$1.7M———
Raymond James Financial Inc
N/A—8,760-8,760-100%$1.6M———
MML Investors Services, LLC
N/A—6,426-6,426-100%$1.2M———
Citadel Advisors LLC
N/A—6,215-6,215-100%$1.2M———
Envestnet Asset Management Inc
N/A—5,824-5,824-100%$1.1M———
Barometer Capital Management Inc.
N/A—3,200-3,200-100%$595.4K———
Gladstone Institutional Advisory LLC
N/A—2,833-2,833-100%$527.1K———
Jones Financial Companies Lllp
N/A—2,818-2,818-100%$521.3K———
Cetera Investment Advisers
N/A—2,776-2,776-100%$516.5K———
Rockefeller Capital Management L.P.
N/A—2,749-2,749-100%$511.5K———
Equitable Holdings, Inc.
N/A—2,694-2,694-100%$501.2K———
Global Retirement Partners, LLC
N/A—2,250-2,250-100%$418.6K———
HighTower Advisors, LLC
N/A—2,054-2,054-100%$382.2K———
JPMorgan Chase & Co
N/A—1,959-1,959-100%$361.8K———
Royal Bank of Canada
N/A—1,905-1,905-100%$354.0K———
Bank of Montreal
N/A—1,795-1,795-100%$334.0K———
Novak & Powell Financial Services, Inc.
N/A—1,467-1,467-100%$273.0K———
Baird Financial Group, Inc.
N/A—1,248-1,248-100%$232.2K———
Harbour Investments, Inc.
N/A—972-972-100%$180.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—563-563-100%$104.7K———
Copia Wealth Management
N/A—326-326-100%$60.7K———
FMR LLC
N/A—215-215-100%$40.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—200-200-100%$37.2K———
Steward Partners Investment Advisory, LLC
N/A—128-128-100%$23.8K———
Pursuit Wealth Strategies, LLC
N/A—43-43-100%$8.0K———
Lummis Asset Management, LP
N/A—17-17-100%$3.2K———
Lazard Asset Management LLC
N/A—16-16-100%$2.9K———
Coppell Advisory Solutions LLC
N/A—11-11-100%$1.1M———
Aptus Capital Advisors, LLC
N/A—5-5-100%$930———
Showing 68 of 68 institutions