Invesco Dorsey Wright DeveloPIZETF
13F holders, Q4 2025 (December 31)95holders +16
17new positions
5sold out
1famous investor
$49.08avg. 13F price*
At the end of Q4 2025, 95 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, up 16 from Q3 2025. 17 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($98.1M), Morgan Stanley ($47.2M) and LPL Financial LLC ($30.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dorsey Wright Develo
- CUSIP
- 46138E875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $15.8M |
| Exits | 5 | $1.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,210,380 shares bought and 121,038 shares sold, net +1,089,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Wells Fargo & Company | 0.02% | Add +3.1% | 2,002,892 | $98.1M |
| Morgan Stanley | 0.00% | Add +14.0% | 962,626 | $47.2M |
| LPL Financial LLC | 0.01% | Add +29.1% | 620,114 | $30.4M |
| Royal Bank of Canada | 0.01% | Add +46.3% | 577,277 | $28.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.9% | 537,373 | $27.1M |
| Systelligence, LLC | 3.44% | Add +2.6% | 369,149 | $18.1M |
| Creative Financial Designs Inc. | 1.05% | Add +8.8% | 341,130 | $16.7M |
| UBS Group AG | 0.00% | Add +7.0% | 294,971 | $14.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 265,010 | $13.0M |
| Axiom Financial Strategies, LLC | 4.80% | Reduce -1.3% | 232,664 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +293.8% | 208,940 | $10.2M |
| Citadel Advisors | 0.00% | New | 129,634 | $6.3M |
| Del-Sette Capital Management, LLC | 2.45% | Add +0.8% | 80,991 | $4.0M |
| Cetera Investment Advisers | 0.00% | Add +129.2% | 74,414 | $3.6M |
| NewSquare Capital LLC | 0.28% | Reduce -35.8% | 64,307 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +14.5% | 63,752 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.4% | 62,474 | $3.1M |
| Wagner Wealth Management, Corp | 2.68% | — | 55,450 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +4.5% | 54,203 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +20.3% | 53,833 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +137.8% | 45,540 | $2.2M |
| CPC Advisors, LLC | 0.22% | Reduce -0.4% | 45,245 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +14.9% | 43,778 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.3% | 43,651 | $2.1M |
| Lanark Financial, Inc. | 0.16% | Reduce -0.3% | 42,226 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 41,740 | $2.0M |
| Vista Investment Partners Ii, LLC | 0.86% | Add +4.8% | 40,898 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Reduce -2.9% | 40,621 | $2.0M |
| &partners | 0.01% | Add +277.0% | 40,116 | $2.0M |
| Genesee Capital Advisors, LLC | 0.73% | Add +5.3% | 36,824 | $1.8M |
| GTS Securities LLC | 0.06% | New | 36,309 | $1.8M |
| Blueprint Financial Advisors LLC | 0.25% | Add +8.5% | 33,787 | $1.7M |
| Blueprint Investment Partners LLC | 0.18% | Add +8.5% | 33,787 | $1.7M |
| Greenline Wealth Management LLC | 1.68% | — | 33,143 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 31,855 | $1.6M |
| PFG Advisors | 0.08% | New | 31,625 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +11.5% | 29,159 | $1.4M |
| RiverTree Advisors, LLC | 0.86% | Reduce -2.3% | 27,398 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 24,338 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.5% | 23,298 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | New | 22,804 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -2.3% | 22,543 | $1.1M |
| Trueblood Wealth Management, LLC | 0.39% | Add +1.9% | 20,587 | $1.0M |
| Citigroup Inc. | 0.00% | Add +3.5% | 16,819 | $824K |
| Sanctuary Advisors, LLC | 0.00% | Add +61.0% | 16,716 | $819K |
| MorganRosel Wealth Management, LLC | 0.18% | Add +1.2% | 14,658 | $718K |
| Advisory Services Network, LLC | 0.01% | Add +38.6% | 14,072 | $689K |
| Ameriprise Financial Inc. | 0.00% | New | 12,259 | $601K |
| Navis Wealth Advisors, LLC | 0.24% | New | 11,652 | $571K |
| Quantinno Capital Management LP | 0.00% | New | 11,354 | $556K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 11,327 | $555K |
| Steinberganna Wealth Management | 0.25% | Reduce -4.2% | 10,742 | $526K |
| Comerica Bank | 0.00% | Add +18.6% | 10,621 | $520K |
| Private Advisory Group LLC | 0.03% | Add +7.9% | 8,875 | $435K |
| Monument Capital Management | 0.11% | Reduce -43.8% | 8,855 | $434K |
| Cwm, LLC | 0.00% | Add +22.7% | 8,506 | $417K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -44.9% | 8,482 | $415K |
| Riggs Asset Managment Co. Inc. | 0.08% | No change | 8,265 | $405K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,245 | $404K |
| Formidable Asset Management, LLC | 0.06% | New | 8,165 | $389K |
| Kane Investment Management, Inc. | 0.18% | Add +8.0% | 7,699 | $377K |
| BNP Paribas Financial Markets | 0.00% | No change | 7,477 | $366K |
| Cibc World Market Inc. | 0.00% | Reduce -3.9% | 7,441 | $364K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.2% | 6,673 | $327K |
| PFG Investments, LLC | 0.01% | Add +1.4% | 6,517 | $319K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +30.9% | 6,283 | $308K |
| Jane Street Group, LLC | 0.00% | Reduce -69.4% | 5,887 | $288K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +36.1% | 5,864 | $287K |
| Drive Wealth Management, LLC | 0.05% | New | 5,573 | $273K |
| Bensler, LLC | 0.03% | Add +13.6% | 5,502 | $270K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 5,418 | $265K |
| Apollon Wealth Management, LLC | 0.00% | No change | 5,379 | $263K |
| Benjamin Edwards Inc. | 0.00% | Add +0.4% | 5,158 | $253K |
| Private Client Services, LLC | 0.08% | Add +12.5% | 4,950 | $242K |
| Mainstay Capital Management LLC | 0.02% | Add +8.2% | 4,927 | $241K |
| Bolthouse Investments, LLC | 0.18% | New | 4,190 | $205K |
| Geneos Wealth Management Inc. | 0.00% | Add +728.7% | 3,895 | $191K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.7% | 3,538 | $173K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,258 | $160K |
| Arax Advisory Partners | 0.00% | New | 2,712 | $133K |
| Flagship Wealth Advisors, LLC | 0.04% | New | 2,500 | $122K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 1,987 | $97K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,982 | $97K |
| Spire Wealth Management | 0.00% | Reduce -4.7% | 1,637 | $80K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,564 | $77K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 836 | $41K |
| FMR LLC | 0.00% | Add +13.2% | 814 | $40K |
| Blair William & Co. | 0.00% | Reduce -29.4% | 600 | $29K |
| Glenmede Trust Co. NA | 0.00% | — | 476 | $23K |
| Key Financial Inc | 0.00% | No change | 406 | $20K |
| AE Wealth Management LLC | 0.00% | Reduce -4.9% | 367 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 294 | $14K |
| Qube Research & Technologies Ltd | 0.00% | No change | 91 | $4K |
| Realta Investment Advisors | 0.00% | New | 40 | $2K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 15 | $735 |
"% of holder's portfolio" is PIZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Develo the manager owns.