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Invesco S&P Smallcap Financi (PSCF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares42,393 from 42,321
Change+72 (+0%)
Value$2.6M (-$183.6K)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
INCREASED
Shares9,462 from 7,655
Change+1,807 (+24%)
Value$574 (-$497.4K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares6,091 from 4,557
Change+1,534 (+34%)
Value$369.3K (+$72.8K)
Filed 2026-11-06
Montag A & Associates Inc
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$13.8K (-$1.0K)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$8.7K (-$639)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$8.7K (-$635)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-15
Raymond James Financial Inc
N/A
Shares— from 31,343
Change-31,343 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,764
Change-13,764 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,417
Change-10,417 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,826
Change-9,826 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,096
Change-9,096 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 9,057
Change-9,057 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 39
Change-39 (-100%)
Value—
Status
Parr Mcknight Wealth Management Group, LLC
INCREASED42,39342,321+72+0%$2.8M$2.6M-$183.6K2026-10-30
Harbor Capital Advisors, Inc.
INCREASED9,4627,655+1,807+24%$498.0K$574-$497.4K2026-10-22
LPL Financial LLC
INCREASED6,0914,557+1,534+34%$296.5K$369.3K+$72.8K2026-11-06
Montag A & Associates Inc
UNCHANGED22722700%$14.8K$13.8K-$1.0K2026-10-29
Triumph Capital Management
UNCHANGED14414400%$9.4K$8.7K-$6392026-10-14
Key FInancial Inc
UNCHANGED14314300%$9.3K$8.7K-$6352026-11-02
AdvisorNet Financial, Inc
CLOSED0200-200-100%$13.0K$0-$13.0K2026-10-15
Raymond James Financial Inc
N/A—31,343-31,343-100%$2.0M———
Susquehanna International Group, LLP
N/A—13,764-13,764-100%$895.6K———
Morgan Stanley
N/A—10,417-10,417-100%$677.9K———
Envestnet Asset Management Inc
N/A—9,826-9,826-100%$639.4K———
Gladstone Institutional Advisory LLC
N/A—9,096-9,096-100%$591.9K———
Atlas Wealth LLC
N/A—9,057-9,057-100%$589.3K———
Virtu Financial LLC
N/A—6,378-6,378-100%$415.0K———
Jones Financial Companies Lllp
N/A—2,522-2,522-100%$165.2K———
Founders Financial Alliance, LLC
N/A—566-566-100%$36.8K———
Osaic Holdings, Inc.
N/A—380-380-100%$24.7K———
Steward Partners Investment Advisory, LLC
N/A—366-366-100%$23.8K———
Wells Fargo & Company
N/A—39-39-100%$2.6K———
Showing 19 of 19 institutions