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Invesco S&P Smallcap Consume (PSCD)

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
Shares13,055 from 12,963
Change+92 (+1%)
Value$1.4M (-$137.2K)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares2,963 from 2,868
Change+95 (+3%)
Value$317.2K (-$22.4K)
Filed 2026-11-06
Rossby Financial, LCC
NEW
Shares485
Change+485
Value$51.9K
Filed 2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$16.9K (-$1.8K)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$9.3K (-$987)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$7.8K (-$829)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$38.5K)
Filed 2026-11-06
Virtu Financial LLC
N/A
Shares— from 18,013
Change-18,013 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 30
Change-30 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Parr Mcknight Wealth Management Group, LLC
INCREASED13,05512,963+92+1%$1.5M$1.4M-$137.2K2026-10-30
LPL Financial LLC
INCREASED2,9632,868+95+3%$339.5K$317.2K-$22.4K2026-11-06
Rossby Financial, LCC
NEW485—+485——$51.9K—2026-11-05
Capital Investment Advisory Services, LLC
UNCHANGED15815800%$18.7K$16.9K-$1.8K2026-10-30
Triumph Capital Management
UNCHANGED878700%$10.3K$9.3K-$9872026-10-14
Key FInancial Inc
UNCHANGED737300%$8.6K$7.8K-$8292026-11-02
Institute for Wealth Management, Llc.
CLOSED0325-325-100%$38.5K$0-$38.5K2026-11-06
Virtu Financial LLC
N/A—18,013-18,013-100%$2.1M———
EP Wealth Advisors, LLC
N/A—11,750-11,750-100%$1.4M———
Goldman Sachs Group Inc
N/A—4,515-4,515-100%$534.5K———
Raymond James Financial Inc
N/A—4,231-4,231-100%$500.8K———
Bank of America Corp
N/A—3,770-3,770-100%$446.3K———
Morgan Stanley
N/A—3,439-3,439-100%$407.2K———
Gladstone Institutional Advisory LLC
N/A—3,370-3,370-100%$398.9K———
Citadel Advisors LLC
N/A—2,853-2,853-100%$337.7K———
Osaic Holdings, Inc.
N/A—2,656-2,656-100%$314.7K———
Jane Street Group, LLC
N/A—2,130-2,130-100%$252.1K———
Beacon Pointe Advisors, LLC
N/A—2,021-2,021-100%$239.2K———
Susquehanna International Group, LLP
N/A—1,810-1,810-100%$214.3K———
Steward Partners Investment Advisory, LLC
N/A—411-411-100%$48.6K———
Mpwm Advisory Solutions, LLC
N/A—146-146-100%$17.3K———
Pursuit Wealth Strategies, LLC
N/A—71-71-100%$8.4K———
Jones Financial Companies Lllp
N/A—30-30-100%$3.6K———
Wells Fargo & Company
N/A—00—$3———
Showing 24 of 24 institutions