13FBOX
INVESCO S&P · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO S&P

PSCI
Institutions
58
Combined AUM (Q2 2026)
$93.7M
Combined Shares (Q2 2026)
498,208
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+135,068
33 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-123,644
19 · 11 Exit · ≈
⚖️ Net
+11,424
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$93.7M
Institutions
58
New Buys
17
Adds
16
Reduces
8
Exits
11
Unchanged
17
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#31$28.2M151,457$24.9M161,114-9,657-5.99%Reduce
UBS Group AG
<0.01%<0.01%#33$9.3M49,869$8.2M52,869-3,000-5.67%Reduce
LPL Financial LLC
<0.01%<0.01%#29$8.8M47,200$3.7M23,918+23,282+97.34%Add
TOP Private Wealth LLC.
5.34%#1$5.6M29,935$00+29,935New Buy
SALEM INVESTMENT COUNSELORS INC
0.11%0.11%#7$4.6M24,793$3.8M24,79300.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$4.0M21,497$3.1M20,107+1,390+6.91%Add
Private Advisor Group, LLC
0.02%<0.01%#14$3.8M20,233$924,2685,977+14,256+238.51%Add
Modern Wealth Management, LLC
0.04%#10$3.6M19,328$00+19,328New Buy
MORGAN STANLEY
<0.01%<0.01%#46$3.4M18,279$1.3M8,466+9,813+115.91%Add
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
0.24%0.2%#3$2.0M10,712$1.5M10,002+710+7.10%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#43$1.7M9,163$1.3M8,507+656+7.71%Add
Independent Wealth Advisors LLC
1.54%1.37%#2$1.7M9,120$1.4M9,053+67+0.74%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#38$1.6M8,760$1.4M8,748+12+0.14%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#27$1.2M6,426$859,1035,556+870+15.66%Add
CITADEL ADVISORS LLC
<0.01%#47$1.2M6,215$00+6,215New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#44$1.1M5,824$691,0494,469+1,355+30.32%Add
Coppell Advisory Solutions LLC
0.09%#8$1.1M11$00+11New Buy
Prospera Financial Services Inc
0.01%#18$1.0M5,482$00+5,482New Buy
Independent Wealth Network Inc.
0.21%0.25%#4$818,8524,401$834,8375,399-998-18.48%Reduce
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
0.01%#21$744,2424,000$00+4,000New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#32$612,1393,290$280,0001,809+1,481+81.87%Add
BAROMETER CAPITAL MANAGEMENT INC.
0.17%#5$595,3933,200$00+3,200New Buy
Gladstone Institutional Advisory LLC
0.02%0.01%#15$527,1092,833$402,0332,600+233+8.96%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#45$521,3302,818$225,3111,482+1,336+90.15%Add
Cetera Investment Advisers
<0.01%<0.01%#37$516,4582,776$432,1572,795-19-0.68%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#35$511,4802,749$425,0732,74900.00%Unchanged
Equitable Holdings, Inc.
<0.01%#26$501,2472,694$00+2,694New Buy
Global Retirement Partners, LLC
0.01%#23$418,5982,250$00+2,250New Buy
HighTower Advisors, LLC
<0.01%<0.01%#40$382,1682,054$317,6062,05400.00%Unchanged
US BANCORP \DE\
<0.01%<0.01%#39$372,1212,000$314,5142,034-34-1.67%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#52$361,8461,959$287,3371,921+38+1.98%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#51$354,0001,905$302,0001,955-50-2.56%Reduce
Koshinski Asset Management, Inc.
0.02%0.02%#12$345,7001,858$318,2252,058-200-9.72%Reduce
BANK OF MONTREAL /CAN/
<0.01%#49$333,9781,795$00+1,795New Buy
Novak & Powell Financial Services, Inc.
0.13%0.12%#6$272,9511,467$226,8391,46700.00%Unchanged
CX Institutional
0.01%0.01%#22$234,6221,261$195,0001,260+1+0.08%Add
Baird Financial Group, Inc.
<0.01%#42$232,2031,248$00+1,248New Buy
SONATA CAPITAL GROUP INC
0.07%#9$216,9751,166$00+1,166New Buy
Private Advisory Group LLC
0.01%#19$203,9221,096$00+1,096New Buy
PRIVATE TRUST CO NA
0.02%0.01%#16$196,6661,057$163,4421,05700.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#28$180,851972$150,29997200.00%Unchanged
VALLEY NATIONAL ADVISERS INC
0.02%0.02%#13$163,734880$136,00088000.00%Unchanged
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
<0.01%#41$104,670563$00+563New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#50$82,239442$00+442New Buy
Copia Wealth Management
0.04%0.02%#11$60,656326$32,472210+116+55.24%Add
FMR LLC
<0.01%<0.01%#58$40,072215$43,501281-66-23.49%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#48$23,816128$19,79212800.00%Unchanged
Harbor Asset Planning, Inc.
0.02%0.01%#17$20,119108$16,70310800.00%Unchanged
Key FInancial Inc
<0.01%<0.01%#25$19,722106$16,39110600.00%Unchanged
GAMMA Investing LLC
<0.01%<0.01%#36$18,23498$15,1549800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow