PSCH — Invesco Exchange Traded Fund Trust II S&P SMLCP HELT Institutional Holders · Q3 2026
Who owns Invesco Exchange Traded Fund Trust II S&P SMLCP HELT (PSCH)? 4 institutions reported holding $1.15M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Montecito Bank & Trust ($1.1M), Congress Asset Management Co ($45,640), Farther Finance Advisors, LLC ($31,242).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Montecito Bank & Trust | $1.1M | 20,543 | Trimmed |
| 2 | CONGRESS ASSET MANAGEMENT CO | $45,640 | 45,640 | New |
| 3 | Farther Finance Advisors, LLC | $31,242 | 600 | Added |
| 4 | GAMMA Investing LLC | $6,248 | 120 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30