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Disclosery

PSCI INVESCO EXCH TRADED FD TR II

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S&P SMLCP INDL (fund)

54 managers (54 13F filers) reported a position in PSCI shares at 2026-03-31, 495,029 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
54
13F filers
54
New
9
Added
22
Reduced
6
Sold out
8
Shares held by filers
495,029

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/161,114$24.9M<0.01%+6,00513F-HRTimelineGroup
UBS Group AGin group UBS Group AG52,869$8.18M<0.01%+2,66213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,363$7.01M0.08%-2,96113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC24,793$3.83M0.11%013F-HR/ATimeline
LPL Financial LLC23,918$3.7M<0.01%+1,92613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,107$3.11M<0.01%+1,47213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,529$2.56M<0.01%+13,94113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,448$2.23M<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,231$2.2M<0.01%+4,89713F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,002$1.55M0.2%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$1.55M<0.01%new13F-HRTimelineGroup
Independent Wealth Advisors LLC9,053$1.4M1.37%+1,42213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,748$1.35M<0.01%+4,68313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,507$1.32M<0.01%-14813F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,062$1.09M0.03%+2,85713F-HRTimelineGroup
FLOW TRADERS U.S. LLC6,792$1.05M0.03%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,729$1.04M0.04%+2,79513F-HRTimelineGroup
Private Advisor Group, LLC5,977$924K<0.01%+35613F-HRTimeline
MML INVESTORS SERVICES, LLC5,556$859K<0.01%+73013F-HRTimeline
Independent Wealth Network Inc.5,399$835K0.25%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,469$691K<0.01%+2,58713F-HRTimelineGroup
Cetera Investment Advisers2,795$432K<0.01%+613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,749$425K<0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC2,600$402K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,496$386K<0.01%new13F-HRTimelineGroup
CARLSON FINANCIAL, INC.2,410$373K0.22%+213F-HRTimeline
Koshinski Asset Management, Inc.2,058$318K0.02%013F-HRTimeline
HighTower Advisors, LLC2,054$318K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,034$315K<0.01%+3413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,955$302K<0.01%+6013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,921$287K<0.01%-4613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,809$280K<0.01%new13F-HRTimeline
Novak & Powell Financial Services, Inc.1,467$227K0.12%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,482$225K<0.01%+71313F-HRTimelineGroup
CX Institutional1,260$195K0.01%+113F-HRTimeline
PRIVATE TRUST CO NA1,057$163K0.01%-9313F-HRTimeline
HARBOUR INVESTMENTS, INC.972$150K<0.01%+97013F-HRTimeline
VALLEY NATIONAL ADVISERS INC880$136K0.02%013F-HRTimeline
FMR LLCin group FMR LLC281$43.5K<0.01%+313F-HRTimelineGroup
Copia Wealth Management210$32.5K0.02%+17413F-HRTimeline
Steward Partners Investment Advisory, L…128$19.8K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.108$16.7K0.01%013F-HRTimeline
Key Financial Inc106$16.4K<0.01%013F-HRTimeline
GAMMA Investing LLC98$15.2K<0.01%013F-HRTimeline
Advisory Services Network, LLC90$13.9K<0.01%new13F-HRTimeline
MAI Capital Management86$13.3K<0.01%-17813F-HRTimeline
Bullseye Investment Management, LLC70$10.8K0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC43$6.65K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37$5.77K<0.01%013F-HRTimelineGroup
Triumph Capital Management33$5.1K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…27$4.17K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC25$3.87K<0.01%013F-HRTimeline
Lummis Asset Management, LP17$2.63K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC5$773<0.01%-113F-HRTimeline