Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P SMLCP HELT
-
Total 13F shares
-
86,837
-
Share change
-
+41,416
-
Total reported value
-
$3,826,236
-
Price per share
-
$44.06
-
Number of holders
-
13
-
Value change
-
+$1,825,098
-
Number of buys
-
3
-
Number of sells
-
2
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
86,837 shares.
The largest 10 holders included
HARBOR CAPITAL ADVISORS, INC., Montecito Bank & Trust, NTV Asset Management LLC, Somerset Trust Co, PARK AVENUE SECURITIES LLC, DAGCO, INC., Register Financial Advisors LLC, SOA Wealth Advisors, LLC., Spire Wealth Management, and Capital Investment Advisory Services, LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.