Who Owns Invesco S&P SmallCap Financial (PSCF)? -- Institutional Holders (2026-06-30)
24 institutions reported holding $9.7M of Invesco S&P SmallCap Financial (PSCF) in SEC 13F filings for 2026-06-30. Largest institutional holders: PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC ($2.8M), RAYMOND JAMES FINANCIAL INC ($2.0M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($895,623), MORGAN STANLEY ($677,858), ENVESTNET ASSET MANAGEMENT INC ($639,393). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $2.8M | 42,321 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $2.0M | 31,343 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $895,623 | 13,764 | Added |
| 4 | MORGAN STANLEY | $677,858 | 10,417 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $639,393 | 9,826 | New |
| 6 | Gladstone Institutional Advisory LLC | $591,877 | 9,096 | Trimmed |
| 7 | Atlas Wealth LLC | $589,339 | 9,057 | Hold |
| 8 | HARBOR CAPITAL ADVISORS, INC. | $498,000 | 7,655 | Added |
| 9 | Virtu Financial LLC | $415,000 | 6,378 | Trimmed |
| 10 | LPL Financial LLC | $296,497 | 4,557 | Trimmed |
| 11 | JONES FINANCIAL COMPANIES LLLP | $165,191 | 2,522 | Added |
| 12 | Founders Financial Alliance, LLC | $36,830 | 566 | Hold |
| 13 | OSAIC HOLDINGS, INC. | $24,726 | 380 | Hold |
| 14 | Steward Partners Investment Advisory, LLC | $23,816 | 366 | Hold |
| 15 | MONTAG A & ASSOCIATES INC | $14,771 | 227 | Hold |
| 16 | AdvisorNet Financial, Inc | $13,014 | 200 | Hold |
| 17 | Triumph Capital Management | $9,370 | 144 | Hold |
| 18 | Key Financial Inc | $9,305 | 143 | Hold |
| 19 | WELLS FARGO & COMPANY/MN | $2,553 | 39 | Added |
| 20 | HUNTINGTON NATIONAL BANK | $58 | 0 | Hold |
| 21 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 22 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 23 | UBS Group AG | $0 | 0 | Exited |
| 24 | Addison Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30