PSR institutional holders

INVESCO ACTIVELY MANAGED EXC · 13F, 2026Q2

Managers holding44
Shares held315,977
Reported value$32.4m
Quarter flows4 new, 16 added, 17 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC95,394$9.8m0.0%
Cetera Investment Advisers68,772$7.1m0.0%
RAYMOND JAMES FINANCIAL INC14,304$1.5m0.0%
ENVESTNET ASSET MANAGEMENT INC13,880$1.4m0.0%
ROYAL BANK OF CANADA12,754$1.3m0.0%
Montz Harcus Wealth Management LLC11,688$1.2m0.4%
Kestra Advisory Services, LLC9,981$1.0m0.0%
MORGAN STANLEY8,328$854,2110.0%
AA Financial Advisors, LLC7,139$732,2540.1%
Brio Consultants, LLC6,969$714,7800.1%
Cambridge Investment Research Advisors, Inc.6,480$664,0000.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP6,411$657,5820.0%
OSAIC HOLDINGS, INC.5,221$535,5530.0%
Ameritas Investment Partners, Inc.5,066$519,5840.0%
Merit Financial Group, LLC5,049$517,8900.0%
Steward Partners Investment Advisory, LLC3,977$407,9250.0%
JONES FINANCIAL COMPANIES LLLP3,804$399,5550.0%
GOLDMAN SACHS GROUP INC3,889$398,8990.0%
Gateway Wealth Partners, LLC3,491$358,0840.0%
J.W. COLE ADVISORS, INC.3,232$331,4950.0%
GLENMEDE TRUST CO NA2,977$305,3530.0%
LongView Wealth Management2,683$275,1980.1%
Pacific Sun Financial Corp2,400$246,1700.1%
CreativeOne Wealth, LLC2,037$208,9300.0%
MML INVESTORS SERVICES, LLC1,995$204,6220.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PSR"). PSR price history · All 13F data

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