IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco S&P Smallcap Health (PSCH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harbor Capital Advisors, Inc.
INCREASED
Shares66,725 from 10,003
Change+56,722 (+567%)
Value$3.5K (-$520.5K)
Filed 2026-10-22
Congress Asset Management Co
NEW
Shares45,640
Change+45,640
Value$45.6K
Filed 2026-10-06
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares25,759 from 27,403
Change-1,644 (-6%)
Value$1.3M (-$93.7K)
Filed 2026-10-30
Montecito Bank & Trust
DECREASED
Shares20,543 from 21,207
Change-664 (-3%)
Value$1.1M (-$40.9K)
Filed 2026-10-01
McGuire Investment Group, LLC
DECREASED
Shares13,576 from 15,281
Change-1,705 (-11%)
Value$706.9K (-$93.3K)
Filed 2026-10-23
WBI Investments, LLC
DECREASED
Shares11,327 from 11,416
Change-89 (-1%)
Value$589.8K (-$8.0K)
Filed 2026-11-05
Cordoba Advisory Partners LLC
UNCHANGED
Shares9,514 from 9,514
Change0 (0%)
Value$497.0K (-$1.1K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,175 from 5,803
Change+2,372 (+41%)
Value$426.0K (+$122.0K)
Filed 2026-11-02
NTV Asset Management LLC
DECREASED
Shares6,550 from 6,700
Change-150 (-2%)
Value$341.1K (-$9.8K)
Filed 2026-10-23
Somerset Trust Co
DECREASED
Shares6,412 from 7,534
Change-1,122 (-15%)
Value$333.9K (-$60.7K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares5,697 from 5,480
Change+217 (+4%)
Value$296.6K (+$9.7K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares4,389 from 4,411
Change-22 (0%)
Value$229.0K (-$2.0K)
Filed 2026-10-26
Creative Planning
DECREASED
Shares4,149 from 4,197
Change-48 (-1%)
Value$216.0K (-$3.7K)
Filed 2026-11-02
Meridian Investment Counsel Inc.
UNCHANGED
Shares3,909 from 3,909
Change0 (0%)
Value$203.5K (-$1.2K)
Filed 2026-10-14
Register Financial Advisors LLC
INCREASED
Shares2,061 from 2,052
Change+9 (+0%)
Value$107.3K (-$140)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,284 from 605
Change+679 (+112%)
Value$65.8K (+$33.5K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
NEW
Shares1,015
Change+1,015
Value$52.9K
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares600 from 400
Change+200 (+50%)
Value$31.2K (+$10.3K)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares201
Change+201
Value$10.5K
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$9.7K (-$55)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$7.8K (-$44)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$7.3K (-$42)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$6.2K (-$36)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares86 from 9
Change+77 (+856%)
Value$4.5K (+$4.0K)
Filed 2026-11-05
Evolution Wealth Management Inc.
INCREASED
Shares72 from 33
Change+39 (+118%)
Value$3.8K (+$2.0K)
Filed 2026-10-28
Nfsg Corp
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$3.0K (-$17)
Filed 2026-10-15
Wagner Wealth Management, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$2.0K (-$12)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.1K (-$6)
Filed 2026-10-14
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 7,007
Change-7,007 (-100%)
Value$0 (-$371.1K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 6,294
Change-6,294 (-100%)
Value$0 (-$329.6K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-02
Copeland Capital Management, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$628)
Filed 2026-10-13
Bank of America Corp
N/A
Shares— from 81,354
Change-81,354 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 60,120
Change-60,120 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 49,245
Change-49,245 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 48,607
Change-48,607 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 45,601
Change-45,601 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 25,746
Change-25,746 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 24,626
Change-24,626 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
UBS Group AG
N/A
Shares— from 20,891
Change-20,891 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,089
Change-13,089 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 13,070
Change-13,070 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,440
Change-12,440 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,480
Change-11,480 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,862
Change-9,862 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 9,441
Change-9,441 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,548
Change-7,548 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 848
Change-848 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 725
Change-725 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 582
Change-582 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 141
Change-141 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 89
Change-89 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Harbor Capital Advisors, Inc.
INCREASED66,72510,003+56,722+567%$524.0K$3.5K-$520.5K2026-10-22
Congress Asset Management Co
NEW45,640—+45,640——$45.6K—2026-10-06
Parr Mcknight Wealth Management Group, LLC
DECREASED25,75927,403-1,644-6%$1.4M$1.3M-$93.7K2026-10-30
Montecito Bank & Trust
DECREASED20,54321,207-664-3%$1.1M$1.1M-$40.9K2026-10-01
McGuire Investment Group, LLC
DECREASED13,57615,281-1,705-11%$800.2K$706.9K-$93.3K2026-10-23
WBI Investments, LLC
DECREASED11,32711,416-89-1%$597.8K$589.8K-$8.0K2026-11-05
Cordoba Advisory Partners LLC
UNCHANGED9,5149,51400%$498.1K$497.0K-$1.1K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED8,1755,803+2,372+41%$304.0K$426.0K+$122.0K2026-11-02
NTV Asset Management LLC
DECREASED6,5506,700-150-2%$350.9K$341.1K-$9.8K2026-10-23
Somerset Trust Co
DECREASED6,4127,534-1,122-15%$394.5K$333.9K-$60.7K2026-10-13
Commonwealth Equity Services, LLC
INCREASED5,6975,480+217+4%$287.0K$296.6K+$9.7K2026-11-02
Park Avenue Securities LLC
DECREASED4,3894,411-220%$231.0K$229.0K-$2.0K2026-10-26
Creative Planning
DECREASED4,1494,197-48-1%$219.8K$216.0K-$3.7K2026-11-02
Meridian Investment Counsel Inc.
UNCHANGED3,9093,90900%$204.7K$203.5K-$1.2K2026-10-14
Register Financial Advisors LLC
INCREASED2,0612,052+9+0%$107.5K$107.3K-$1402026-10-23
Allspring Global Investments Holdings, LLC
INCREASED1,284605+679+112%$32.4K$65.8K+$33.5K2026-11-04
Harbor Investment Advisory, LLC
NEW1,015—+1,015——$52.9K—2026-10-13
Farther Finance Advisors, LLC
INCREASED600400+200+50%$20.9K$31.2K+$10.3K2026-10-08
Rossby Financial, LCC
NEW201—+201——$10.5K—2026-11-05
Spire Wealth Management
UNCHANGED18718700%$9.8K$9.7K-$552026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED15115100%$7.9K$7.8K-$442026-10-30
Key FInancial Inc
UNCHANGED14114100%$7.4K$7.3K-$422026-11-02
Gamma Investing LLC
UNCHANGED12012000%$6.3K$6.2K-$362026-10-08
Fifth Third Bancorp
INCREASED869+77+856%$460$4.5K+$4.0K2026-11-05
Evolution Wealth Management Inc.
INCREASED7233+39+118%$1.7K$3.8K+$2.0K2026-10-28
Nfsg Corp
UNCHANGED575700%$3.0K$3.0K-$172026-10-15
Wagner Wealth Management, LLC
UNCHANGED393900%$2.0K$2.0K-$122026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED212100%$1.1K$1.1K-$62026-10-14
Chicago Partners Investment Group LLC
CLOSED07,007-7,007-100%$371.1K$0-$371.1K2026-10-27
Wealthcare Advisory Partners LLC
CLOSED06,294-6,294-100%$329.6K$0-$329.6K2026-10-21
International Assets Investment Management, LLC
CLOSED048-48-100%$2.5K$0-$2.5K2026-11-02
Copeland Capital Management, LLC
CLOSED012-12-100%$628$0-$6282026-10-13
Bank of America Corp
N/A—81,354-81,354-100%$4.3M———
IHT Wealth Management, LLC
N/A—60,120-60,120-100%$3.1M———
Morgan Stanley
N/A—49,245-49,245-100%$2.6M———
Wells Fargo & Company
N/A—48,607-48,607-100%$2.5M———
LPL Financial LLC
N/A—45,601-45,601-100%$2.4M———
Royal Bank of Canada
N/A—25,746-25,746-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—24,626-24,626-100%$1.3M———
Raymond James Financial Inc
N/A—21,800-21,800-100%$1.1M———
UBS Group AG
N/A—20,891-20,891-100%$1.1M———
Ameriprise Financial Inc
N/A—13,089-13,089-100%$685.4K———
Pacific SUN Financial Corp
N/A—13,070-13,070-100%$684.4K———
Envestnet Asset Management Inc
N/A—12,440-12,440-100%$651.4K———
Jaffetilchin Investment Partners, LLC
N/A—11,480-11,480-100%$601.2K———
Gladstone Institutional Advisory LLC
N/A—9,862-9,862-100%$516.4K———
Cascade Financial Partners, LLC
N/A—9,441-9,441-100%$494.4K———
Cetera Investment Advisers
N/A—8,908-8,908-100%$466.5K———
Osaic Holdings, Inc.
N/A—7,956-7,956-100%$416.7K———
Baird Financial Group, Inc.
N/A—7,593-7,593-100%$397.6K———
Kovack Advisors, Inc.
N/A—7,548-7,548-100%$395.3K———
Alpine Woods Capital Investors, LLC
N/A—7,500-7,500-100%$392.8K———
HighTower Advisors, LLC
N/A—5,346-5,346-100%$280.0K———
Susquehanna International Group, LLP
N/A—4,793-4,793-100%$251.0K———
Essex Financial Services, Inc.
N/A—3,999-3,999-100%$209.4K———
Klingenstein Fields & Co LP
N/A—3,985-3,985-100%$208.7K———
Fiduciary Trust Co
N/A—3,825-3,825-100%$200.3K———
NewEdge Advisors, LLC
N/A—3,714-3,714-100%$343.2K———
Jones Financial Companies Lllp
N/A—3,211-3,211-100%$168.8K———
Harbour Investments, Inc.
N/A—3,113-3,113-100%$163.0K———
Steward Partners Investment Advisory, LLC
N/A—2,772-2,772-100%$145.2K———
Wiser Advisor Group LLC
N/A—1,818-1,818-100%$95.2K———
FMR LLC
N/A—1,056-1,056-100%$55.3K———
Global Retirement Partners, LLC
N/A—915-915-100%$47.9K———
Tower Research Capital LLC (TRC)
N/A—848-848-100%$44.4K———
JPMorgan Chase & Co
N/A—725-725-100%$37.9K———
O'shaughnessy Asset Management, LLC
N/A—676-676-100%$35.4K———
Rockefeller Capital Management L.P.
N/A—600-600-100%$31.4K———
Greykasell Wealth Strategies, Inc.
N/A—582-582-100%$30.5K———
Aptus Capital Advisors, LLC
N/A—396-396-100%$20.7K———
PNC Financial Services Group, Inc.
N/A—270-270-100%$14.1K———
SOA Wealth Advisors, Llc.
N/A—240-240-100%$12.6K———
Institute for Wealth Management, Llc.
N/A—240-240-100%$12.6K———
Pursuit Wealth Strategies, LLC
N/A—198-198-100%$10.4K———
Founders Financial Alliance, LLC
N/A—147-147-100%$7.7K———
Northwestern Mutual Wealth Management Co
N/A—141-141-100%$7.4K———
Qube Research & Technologies Ltd
N/A—89-89-100%$4.7K———
Huntington National Bank
N/A—1-1-100%$52———
Showing 78 of 78 institutions