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Invesco S&P Smallcap Materia (PSCM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares16,331 from 4,767
Change+11,564 (+243%)
Value$1.5M (+$1.0M)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
INCREASED
Shares10,381 from 3,565
Change+6,816 (+191%)
Value$978.0K (+$608.0K)
Filed 2026-10-22
Independent Wealth Network Inc.
NEW
Shares8,267
Change+8,267
Value$778.5K
Filed 2026-10-19
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares5,463 from 5,608
Change-145 (-3%)
Value$514.4K (-$67.7K)
Filed 2026-10-30
Harbour Investments, Inc.
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$96.5K (-$9.9K)
Filed 2026-11-09
Private Trust Co NA
DECREASED
Shares627 from 639
Change-12 (-2%)
Value$59.0K (-$7.3K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
NEW
Shares201
Change+201
Value$18.9K
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.9K (-$500)
Filed 2026-10-08
RPS Advisory Solutions LLC
CLOSED
Shares0 from 2,555
Change-2,555 (-100%)
Value$0 (-$265.2K)
Filed 2026-11-09
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,408
Change-12,408 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,905
Change-6,905 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,442
Change-6,442 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 101
Change-101 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED16,3314,767+11,564+243%$495.0K$1.5M+$1.0M2026-11-02
Harbor Capital Advisors, Inc.
INCREASED10,3813,565+6,816+191%$370.0K$978.0K+$608.0K2026-10-22
Independent Wealth Network Inc.
NEW8,267—+8,267——$778.5K—2026-10-19
Parr Mcknight Wealth Management Group, LLC
DECREASED5,4635,608-145-3%$582.1K$514.4K-$67.7K2026-10-30
Harbour Investments, Inc.
UNCHANGED1,0251,02500%$106.4K$96.5K-$9.9K2026-11-09
Private Trust Co NA
DECREASED627639-12-2%$66.3K$59.0K-$7.3K2026-10-20
Allspring Global Investments Holdings, LLC
NEW201—+201——$18.9K—2026-11-04
CoreCap Advisors, LLC
UNCHANGED525200%$5.4K$4.9K-$5002026-10-08
RPS Advisory Solutions LLC
CLOSED02,555-2,555-100%$265.2K$0-$265.2K2026-11-09
Tower Research Capital LLC (TRC)
N/A—12,408-12,408-100%$1.3M———
Regatta Research & Money Management
N/A—7,467-7,467-100%$774.8K———
Principal Securities, Inc.
N/A—6,905-6,905-100%$716.7K———
Virtu Financial LLC
N/A—6,442-6,442-100%$669.0K———
Jane Street Group, LLC
N/A—4,526-4,526-100%$469.8K———
Gladstone Institutional Advisory LLC
N/A—3,922-3,922-100%$407.1K———
Summit Financial, LLC
N/A—3,179-3,179-100%$329.9K———
Private Advisor Group, LLC
N/A—3,093-3,093-100%$321.0K———
Morgan Stanley
N/A—2,461-2,461-100%$255.4K———
Essex Financial Services, Inc.
N/A—2,070-2,070-100%$214.9K———
NewEdge Advisors, LLC
N/A—171-171-100%$17.8K———
Wells Fargo & Company
N/A—101-101-100%$10.5K———
Showing 21 of 21 institutions