DOSSIER · 13F Holders · Q2 2026
PSCF

INVESCO S&P SMALLCAP FINANCIALS ETF

19 institutions still hold INVESCO S&P SMALLCAP FINANCIALS ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E156·19 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
19
filers reporting
Concentration
28.70%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported PSCF in Q2 2026. PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC leads at 28.7% 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
$3M42K0.33%Q2 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M31K0.00%Q2 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$896K14K0.00%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$678K10K0.00%Q2 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$639K10K0.00%Q2 2026
06
Gladstone Institutional Advisory LLC
CIK 0001766530
$592K9K0.02%Q2 2026
07
Atlas Wealth LLC
CIK 0001964106
$589K9K0.08%Q2 2026
08
Virtu Financial LLC
CIK 0001533964· Market maker
$420K7K0.02%Q1 2026
09
HARBOR CAPITAL ADVISORS, INC.
CIK 0001039128
$407K7K0.03%Q1 2026
10
LPL Financial LLC
CIK 0001403438
$296K5K0.00%Q2 2026
11
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$165K3K0.00%Q2 2026
12
Founders Financial Alliance, LLC
CIK 0001832190
$37K5660.00%Q2 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$25K3800.00%Q2 2026
14
Steward Partners Investment Advisory, LLC
CIK 0001723397
$24K3660.00%Q2 2026
15
MONTAG A & ASSOCIATES INC
CIK 0000829407
$15K2270.00%Q2 2026
16
Key FInancial Inc
CIK 0001801720
$9K1430.00%Q2 2026
17
Triumph Capital Management
CIK 0001730765
$9K1440.00%Q3 2026
18
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3K390.00%Q2 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025