DOSSIER · 13F Holders · Q4 2025
VSMIX

Invesco Small Cap Value CL Y

2 institutions still hold Invesco Small Cap Value CL Y as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00143M497·2 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$9K
visible holders
Holders
2
filers reporting
Concentration
53.90%
Motiv8 Investments LLC #1
top holder share
AI Holders Summary · Q4 2025

2 institutions reported VSMIX in Q4 2025. Motiv8 Investments LLC leads at 53.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Motiv8 Investments LLC
CIK 0002024873
$5K1920.00%Q4 2025
02
Oakworth Capital, Inc.
CIK 0001588871
$4K1160.00%Q2 2026