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Invesco S&P Smallcap Energy (PSCE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares55,169 from 52,716
Change+2,453 (+5%)
Value$3.2M (+$282.4K)
Filed 2026-11-06
One Plus One Wealth Management, LLC
UNCHANGED
Shares32,410 from 32,410
Change0 (0%)
Value$1.9M (+$86.7K)
Filed 2026-10-16
Harbor Capital Advisors, Inc.
DECREASED
Shares18,753 from 23,616
Change-4,863 (-21%)
Value$1.1K (-$1.3M)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares13,549 from 14,178
Change-629 (-4%)
Value$781.0K (+$1.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW
Shares11,754
Change+11,754
Value$678.0K
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares10,366 from 10,897
Change-531 (-5%)
Value$597.5K (-$1.5K)
Filed 2026-10-30
First Growth Capital LLC
DECREASED
Shares9,031 from 9,166
Change-135 (-1%)
Value$520.5K (+$16.7K)
Filed 2026-10-15
Simplex Trading, LLC
INCREASED
Shares6,498 from 4,842
Change+1,656 (+34%)
Value$374.5K (+$108.4K)
Filed 2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED
Shares5,355 from 5,972
Change-617 (-10%)
Value$308.7K (-$13.0K)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares4,610 from 4,610
Change0 (0%)
Value$253.4K ($0)
Filed 2026-10-26
Quad-Cities Investment Group, LLC
INCREASED
Shares4,105 from 4,077
Change+28 (+1%)
Value$236.6K (+$12.5K)
Filed 2026-10-16
Carlson Financial, Inc.
DECREASED
Shares3,596 from 4,237
Change-641 (-15%)
Value$207.2K (-$26.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares3,081 from 4,274
Change-1,193 (-28%)
Value$177.6K (-$57.3K)
Filed 2026-10-08
UMB Bank, n.a.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$57.6K (+$2.7K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.3K (+$803)
Filed 2026-10-16
State of Wyoming
NEW
Shares103
Change+103
Value$5.9K
Filed 2026-10-28
Citigroup Inc
NEW
Shares1
Change+1
Value$58
Filed 2026-11-04
Lanark Financial, Inc.
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-26
MTM Investment Management, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-30
Activest Wealth Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$220)
Filed 2026-10-15
Gendell Jeffrey L
N/A
Shares— from 68,469
Change-68,469 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 40,421
Change-40,421 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 40,220
Change-40,220 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,350
Change-33,350 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 21,326
Change-21,326 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 19,478
Change-19,478 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,676
Change-11,676 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,046
Change-11,046 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,488
Change-4,488 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 766
Change-766 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 646
Change-646 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 334
Change-334 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED55,16952,716+2,453+5%$2.9M$3.2M+$282.4K2026-11-06
One Plus One Wealth Management, LLC
UNCHANGED32,41032,41000%$1.8M$1.9M+$86.7K2026-10-16
Harbor Capital Advisors, Inc.
DECREASED18,75323,616-4,863-21%$1.3M$1.1K-$1.3M2026-10-22
Kestra Advisory Services, LLC
DECREASED13,54914,178-629-4%$779.3K$781.0K+$1.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
NEW11,754—+11,754——$678.0K—2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED10,36610,897-531-5%$598.9K$597.5K-$1.5K2026-10-30
First Growth Capital LLC
DECREASED9,0319,166-135-1%$503.8K$520.5K+$16.7K2026-10-15
Simplex Trading, LLC
INCREASED6,4984,842+1,656+34%$266.1K$374.5K+$108.4K2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED5,3555,972-617-10%$321.7K$308.7K-$13.0K2026-11-02
PKS Advisory Services, LLC
UNCHANGED4,6104,61000%$253.4K$253.4K$02026-10-26
Quad-Cities Investment Group, LLC
INCREASED4,1054,077+28+1%$224.1K$236.6K+$12.5K2026-10-16
Carlson Financial, Inc.
DECREASED3,5964,237-641-15%$233.2K$207.2K-$26.0K2026-11-05
Farther Finance Advisors, LLC
DECREASED3,0814,274-1,193-28%$234.9K$177.6K-$57.3K2026-10-08
UMB Bank, n.a.
UNCHANGED1,0001,00000%$55.0K$57.6K+$2.7K2026-11-06
IFP Advisors, Inc
UNCHANGED30030000%$16.5K$17.3K+$8032026-10-16
State of Wyoming
NEW103—+103——$5.9K—2026-10-28
Citigroup Inc
NEW1—+1——$58—2026-11-04
Lanark Financial, Inc.
CLOSED0164-164-100%$9.0K$0-$9.0K2026-10-26
MTM Investment Management, LLC
CLOSED0120-120-100%$6.6K$0-$6.6K2026-10-30
Activest Wealth Management
CLOSED04-4-100%$220$0-$2202026-10-15
Gendell Jeffrey L
N/A—68,469-68,469-100%$3.8M———
Morgan Stanley
N/A—40,421-40,421-100%$2.2M———
Two Sigma Investments, LP
N/A—40,220-40,220-100%$2.2M———
Goldman Sachs Group Inc
N/A—33,350-33,350-100%$1.8M———
BFC Planning, Inc.
N/A—21,326-21,326-100%$1.2M———
Tower Research Capital LLC (TRC)
N/A—19,478-19,478-100%$1.1M———
Citadel Advisors LLC
N/A—11,676-11,676-100%$641.8K———
Jane Street Group, LLC
N/A—11,150-11,150-100%$612.9K———
Susquehanna International Group, LLP
N/A—11,046-11,046-100%$607.1K———
UBS Group AG
N/A—9,110-9,110-100%$500.7K———
Stifel Financial Corp
N/A—5,259-5,259-100%$289.1K———
Blair William & Co
N/A—5,238-5,238-100%$287.9K———
Osaic Holdings, Inc.
N/A—5,171-5,171-100%$284.2K———
Cetera Investment Advisers
N/A—5,112-5,112-100%$281.0K———
Cresset Asset Management, LLC
N/A—4,900-4,900-100%$269.3K———
Raymond James Financial Inc
N/A—4,889-4,889-100%$268.7K———
Arkadios Wealth Advisors
N/A—4,488-4,488-100%$246.7K———
RPS Advisory Solutions LLC
N/A—3,961-3,961-100%$217.7K———
Atlantic Union Bankshares Corp
N/A—3,882-3,882-100%$213.4K———
Royal Bank of Canada
N/A—2,632-2,632-100%$145.0K———
Northwestern Mutual Wealth Management Co
N/A—766-766-100%$42.1K———
Copia Wealth Management
N/A—646-646-100%$35.5K———
Jones Financial Companies Lllp
N/A—334-334-100%$18.6K———
Rockefeller Capital Management L.P.
N/A—186-186-100%$10.3K———
Geneos Wealth Management Inc.
N/A—100-100-100%$5.5K———
Howe & Rusling Inc
N/A—100-100-100%$5.5K———
Glen Eagle Advisors, LLC
N/A—49-49-100%$2.7K———
Global Retirement Partners, LLC
N/A—41-41-100%$2.3K———
Steward Partners Investment Advisory, LLC
N/A—27-27-100%$1.5K———
NewEdge Advisors, LLC
N/A—12-12-100%$664———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$55———
Wells Fargo & Company
N/A—00—$24———
Showing 52 of 52 institutions