DOSSIER · 13F Holders · Q1 2026
PSCF

INVESCO S&P SMALLCAP FINANCIALS ETF

23 institutions still hold INVESCO S&P SMALLCAP FINANCIALS ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E156·23 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$9M
visible holders
Holders
23
filers reporting
Concentration
26.32%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported PSCF in Q1 2026. PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC leads at 26.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CIK 0002026926
$2M40K0.30%Q1 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M23K0.00%Q1 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$779K14K0.00%Q1 2026
04
MORGAN STANLEY
CIK 0000895421
$657K12K0.00%Q1 2026
05
Tower Research Capital LLC (TRC)
CIK 0001533421
$640K11K0.02%Q1 2026
06
Gladstone Institutional Advisory LLC
CIK 0001766530
$592K9K0.02%Q2 2026
07
Atlas Wealth LLC
CIK 0001964106
$589K9K0.08%Q2 2026
08
CITADEL ADVISORS LLC
CIK 0001423053
$473K8K0.00%Q4 2025
09
Virtu Financial LLC
CIK 0001533964· Market maker
$420K7K0.02%Q1 2026
10
HARBOR CAPITAL ADVISORS, INC.
CIK 0001039128
$407K7K0.03%Q1 2026
11
LPL Financial LLC
CIK 0001403438
$266K5K0.00%Q1 2026
12
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$138K2K0.00%Q1 2026
13
Founders Financial Alliance, LLC
CIK 0001832190
$32K5660.01%Q1 2026
14
Addison Advisors LLC
CIK 0001843745
$25K4370.01%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$22K3800.00%Q1 2026
16
Steward Partners Investment Advisory, LLC
CIK 0001723397
$21K3660.00%Q1 2026
17
AdvisorNet Financial, Inc
CIK 0001409362
$13K2000.00%Q2 2026
18
MONTAG A & ASSOCIATES INC
CIK 0000829407
$13K2270.00%Q1 2026
19
Triumph Capital Management
CIK 0001730765
$9K1440.00%Q2 2026
20
Key FInancial Inc
CIK 0001801720
$9K1430.00%Q2 2026
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