13F Insight
DOSSIER · 13F Holders · Q1 2026
PSCC

Invesco

34 institutions still hold Invesco as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E172·34 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$11M
visible holders
Holders
34
filers reporting
Concentration
14.64%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

34 institutions reported PSCC in Q1 2026. LPL Financial LLC leads at 14.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$2M49K0.00%Q1 202602
IHT Wealth Management, LLC
CIK 0001697490
$2M48K0.04%Q1 202603
PACIFIC SUN FINANCIAL CORP
CIK 0000947517
$1M45K0.68%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$986K31K0.00%Q1 202605
Cassaday & Co Wealth Management LLC
CIK 0001963612
$630K20K0.01%Q1 202606
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$606K19K0.01%Q1 202607
Betterment LLC
CIK 0001633901
$549K17K0.00%Q1 202608
Winter & Associates, Inc.
CIK 0002109063
$486K14K0.37%Q2 202609
MORGAN STANLEY
CIK 0000895421
$354K11K0.00%Q1 202610
Cornerstone Wealth Management, LLC
CIK 0001674117
$349K10K0.01%Q2 202611
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$326K10K0.01%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$285K9K0.00%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$282K9K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$259K8K0.00%Q1 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$254K8K0.00%Q1 202616
CreativeOne Wealth, LLC
CIK 0001739728
$238K8K0.01%Q1 202617
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CIK 0002026926
$223K7K0.03%Q1 202618
Steward Partners Investment Advisory, LLC
CIK 0001723397
$99K3K0.00%Q1 202619
BANK OF MONTREAL /CAN/
CIK 0000927971
$68K2K0.00%Q1 202620
Geneos Wealth Management Inc.
CIK 0001764754
$57K2K0.00%Q1 2026
Page 1 of 2
14 more holders available. Log in →