Invesco Dorsey Wright DeveloPIZETF

13F holders, Q2 2026 (June 30)
116holders +12
15new positions
4sold out
1famous investor
$55.82avg. 13F price*

At the end of Q2 2026, 116 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, up 12 from Q1 2026. 15 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($110.0M), Morgan Stanley ($66.7M) and LPL Financial LLC ($54.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Invesco Dorsey Wright Develo
CUSIP
46138E875
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 56Q1 2024Q2 2024: 60Q2 2024Q3 2024: 55Q3 2024Q4 2024: 54Q4 2024Q1 2025: 59Q1 2025Q2 2025: 71Q2 2025Q3 2025: 79Q3 2025Q4 2025: 95Q4 2025Q1 2026: 104Q1 2026Q2 2026: 116Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions15$14.1M
Exits4$2.4M

All 13F filers, Q1 2026 → Q2 2026: 1,134,666 shares bought and 891,461 shares sold, net +243,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 116 holders

Wells Fargo & Company 0.02% Reduce -12.4% 1,967,432 $110.0M
Morgan Stanley 0.00% Add +9.9% 1,193,152 $66.7M
LPL Financial LLC 0.01% Add +43.1% 966,882 $54.0M
Affinity Wealth Management LLC 6.12% Add +0.6% 849,910 $47.5M
Royal Bank of Canada 0.01% Add +5.8% 648,239 $36.2M
Raymond James Financial Inc. 0.01% Add +25.2% 484,715 $27.1M
Axiom Financial Strategies, LLC 7.14% Add +2.0% 407,770 $22.8M
UBS Group AG 0.00% Reduce -29.0% 345,711 $19.3M
Systelligence, LLC 3.13% Add +0.1% 335,628 $18.8M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -1.0% 313,971 $17.0M
Envestnet Asset Management Inc. 0.00% Add +0.6% 284,922 $15.9M
NewSquare Capital LLC 0.76% Reduce -1.9% 183,637 $10.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.2% 168,347 $9.4M
Cetera Investment Advisers 0.01% Add +13.0% 165,178 $9.2M
Creative Financial Designs Inc. 0.40% Reduce -56.3% 149,786 $8.4M
Jones Financial Companies LLLP 0.00% Add +76.6% 136,806 $7.5M
MML Investors Services, LLC 0.01% Add +49.6% 86,557 $4.8M
Redstone Wealth Management, LLC 3.09% Add +31.2% 84,712 $4.7M
Osaic Holdings, Inc. 0.01% Add +233.3% 81,777 $4.6M
Prospera Financial Services Inc 0.07% Reduce -11.5% 80,972 $4.5M
Jane Street Group, LLC 0.00% Reduce -15.4% 71,781 $4.0M
Commonwealth Equity Services, LLC 0.00% Add +6.1% 69,871 $3.9M
Equitable Holdings, Inc. 0.02% Add +20.0% 68,647 $3.8M
Susquehanna International Group, LLP 0.00% New 67,081 $3.7M
Wagner Wealth Management, Corp 2.83% Add +2.1% 62,710 $3.5M
Truist Financial Corp. 0.00% Add +13.8% 61,747 $3.5M
Baird Financial Group, Inc. 0.00% New 61,337 $3.4M
Stifel Financial Corp. 0.00% Reduce -10.8% 54,692 $3.1M
Genesee Capital Advisors, LLC 0.94% Add +56.1% 53,585 $3.0M
&partners 0.01% Add +20.4% 49,478 $2.8M
HighTower Advisors, LLC 0.00% Add +13.7% 46,737 $2.6M
Bellars Harris Wealth Management, LLC 0.53% — 46,389 $2.6M
Greenline Wealth Management LLC 2.02% Add +19.8% 44,020 $2.5M
Kestra Private Wealth Services, LLC 0.03% Reduce -2.0% 42,595 $2.4M
Flow Traders U.S. LLC 0.09% New 39,806 $2.2M
PFG Advisors 0.10% Add +9.5% 36,657 $2.0M
Blueprint Financial Advisors LLC 0.23% Reduce -0.4% 36,573 $2.0M
Blueprint Investment Partners LLC 0.17% Reduce -0.4% 36,573 $2.0M
NewEdge Advisors, LLC 0.01% Add +9.6% 36,302 $2.0M
Sanctuary Advisors, LLC 0.01% Add +33.5% 33,455 $1.9M
Vista Investment Partners Ii, LLC 0.70% Add +395.8% 32,122 $1.8M
Janney Montgomery Scott LLC 0.00% New 29,819 $1.7M
Private Advisory Group LLC 0.08% Reduce -33.5% 25,915 $1.4M
Del-Sette Capital Management, LLC 0.79% Reduce -67.8% 24,320 $1.4M
CreativeOne Wealth, LLC 0.03% Add +0.9% 23,150 $1.3M
Bank of America Corp. 0.00% Reduce -0.4% 20,683 $1.2M
Cyndeo Wealth Partners, LLC 0.05% Reduce -1.4% 20,629 $1.2M
GTS Securities LLC 0.02% Add +173.3% 20,475 $1.1M
Trueblood Wealth Management, LLC 0.39% Add +2.5% 19,979 $1.1M
PFG Investments, LLC 0.04% Add +7.6% 19,849 $1.1M
Formidable Asset Management, LLC 0.16% Add +2.8% 19,642 $973K
Citigroup Inc. 0.00% Reduce -2.8% 15,684 $877K
RiverTree Advisors, LLC 0.51% Reduce -26.3% 15,374 $859K
Steinberganna Wealth Management 0.32% Reduce -0.5% 14,049 $785K
Geneos Wealth Management Inc. 0.02% Add +8.4% 13,975 $781K
Atria Investments, Inc 0.01% Add +127.5% 13,862 $775K
Petra Financial Advisors Inc. 0.36% Add +0.7% 13,853 $774K
Quantinno Capital Management LP 0.00% Add +3.1% 13,685 $765K
Natixis Advisors, LLC 0.00% New 12,061 $674K
Fifth Third Bancorp 0.00% Add +1.9% 10,582 $592K
JPMorgan Chase & Co. 0.00% Reduce -39.7% 10,712 $591K
Advisory Services Network, LLC 0.01% Reduce -35.1% 9,867 $552K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.3% 9,855 $551K
Willner & Heller, LLC 0.31% Add +75.6% 8,992 $503K
Global Retirement Partners, LLC 0.01% — 8,646 $483K
Kane Investment Management, Inc. 0.20% Add +6.3% 8,216 $459K
Nicholson Wealth Management Group, LLC 0.27% Add +5.5% 8,073 $451K
OneDigital Investment Advisors LLC 0.00% Reduce -3.6% 7,945 $444K
Darden Wealth Group Inc 0.17% Add +41.5% 7,796 $436K
Riggs Asset Managment Co. Inc. 0.07% Add +4.5% 7,378 $412K
Bensler, LLC 0.04% Add +8.1% 7,348 $411K
Cibc World Market Inc. 0.00% No change 7,271 $406K
Stelac Advisory Services LLC 0.08% No change 7,250 $405K
Gladstone Institutional Advisory LLC 0.01% Add +7.6% 7,083 $396K
Mercer Global Advisors Inc. 0.00% Add +7.7% 7,079 $396K
IFP Advisors, Inc 0.01% New 6,775 $379K
Mainstay Capital Management LLC 0.03% Reduce -0.8% 6,507 $364K
Drive Wealth Management, LLC 0.06% Add +10.5% 6,378 $357K
MorganRosel Wealth Management, LLC 0.12% Reduce -0.8% 6,331 $354K
Private Advisor Group, LLC 0.00% New 6,217 $347K
Thoroughbred Financial Services, LLC 0.02% Reduce -3.2% 5,674 $317K
Heirloom Wealth Management 0.05% Reduce -31.0% 5,657 $316K
Farther Finance Advisors, LLC 0.00% Reduce -35.7% 5,627 $315K
Ewa, LLC 0.06% New 5,536 $309K
Sequoia Financial Advisors, LLC 0.00% New 5,523 $309K
Kestra Advisory Services, LLC 0.00% Add +4.5% 5,468 $306K
Capital Investment Advisory Services, LLC 0.02% No change 5,325 $298K
Vise Technologies, Inc. 0.00% New 5,225 $292K
Benjamin Edwards Inc. 0.00% Add +0.8% 5,218 $292K
Apollon Wealth Management, LLC 0.00% No change 5,214 $291K
Private Client Services, LLC 0.07% No change 4,950 $277K
AQR Capital Management 0.00% New 4,239 $237K
BNP Paribas Financial Markets 0.00% Add +131.0% 3,879 $217K
Institute for Wealth Management, LLC. 0.02% New 3,772 $211K
O'shaughnessy Asset Management, LLC 0.00% Reduce -66.2% 2,699 $151K
Flagship Wealth Advisors, LLC 0.03% New 2,500 $140K
Northwestern Mutual Wealth Management Co. 0.00% Add +3396.4% 1,958 $109K
Spire Wealth Management 0.00% No change 1,637 $92K
DHJJ Financial Advisors, Ltd. 0.02% Reduce -1.9% 1,534 $86K
Lanark Financial, Inc. 0.01% Reduce -98.6% 1,360 $76K

"% of holder's portfolio" is PIZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Develo the manager owns.

Show all 116 holders