DOSSIER · 13F Holders · Q4 2025

INVESCO S&P MIDCAP LOW

11 institutions still hold INVESCO S&P MIDCAP LOW as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E202·11 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$18M
visible holders
Holders
11
filers reporting
Concentration
75.12%
PNC FINANCIAL SERVICES GROUP, INC. #1
top holder share
AI Holders Summary · Q4 2025

11 institutions reported INVESCO S&P MIDCAP LOW in Q4 2025. PNC FINANCIAL SERVICES GROUP, INC. leads at 75.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$13M214K0.01%Q4 2025
02
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M30K0.01%Q1 2025
03
FineMark National Bank & Trust
CIK 0001537720
$1M21K0.04%Q4 2025
04
Spectrum Wealth Advisory Group, LLC
CIK 0001776821
$521K8K0.19%Q4 2025
05
Legacy Trust
CIK 0001772483
$275K4K0.05%Q4 2025
06
HRT FINANCIAL LP
CIK 0001475597
$213K3K0.00%Q4 2025
07
CIBC Private Wealth Group LLC
CIK 0001298088
$160K3K0.00%Q4 2025
08
COMERICA BANK
CIK 0000901541
$73K1K0.00%Q4 2025
09
TRUST CO OF VERMONT
CIK 0001134008
$16K2500.00%Q4 2025
10
SageView Advisory Group, LLC
CIK 0001914558
$8K1350.00%Q4 2025
11
ASSETMARK, INC
CIK 0001344551
$3K470.00%Q4 2025