Invesco Dorsey Wright DeveloPIZETF

13F holders, Q1 2026 (March 31)
104holders +9
19new positions
8sold out
1famous investor
$49.52avg. 13F price*

At the end of Q1 2026, 104 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, up 9 from Q4 2025. 19 opened new positions and 8 sold out. The largest holders were Wells Fargo & Company ($111.2M), Morgan Stanley ($53.8M) and Affinity Wealth Management LLC ($41.8M). 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$55.9M
Exits8$6.3M

All 13F filers, Q4 2025 → Q1 2026: 2,802,682 shares bought and 642,256 shares sold, net +2,160,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 104 holders

Wells Fargo & Company 0.02% Add +12.1% 2,245,977 $111.2M
Morgan Stanley 0.00% Add +12.8% 1,085,573 $53.8M
Affinity Wealth Management LLC 6.33% New 844,684 $41.8M
LPL Financial LLC 0.01% Add +9.0% 675,814 $33.5M
Royal Bank of Canada 0.01% Add +6.1% 612,716 $30.3M
UBS Group AG 0.00% Add +65.1% 486,865 $24.1M
Axiom Financial Strategies, LLC 6.97% Add +71.8% 399,835 $19.8M
Raymond James Financial Inc. 0.01% Add +46.1% 387,094 $19.2M
Creative Financial Designs Inc. 1.03% Add +0.5% 342,692 $17.0M
Systelligence, LLC 3.23% Reduce -9.2% 335,145 $16.6M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -41.0% 317,195 $16.0M
Envestnet Asset Management Inc. 0.00% Add +35.5% 283,135 $14.0M
NewSquare Capital LLC 0.81% Add +191.2% 187,285 $9.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +270.3% 161,640 $8.0M
Cetera Investment Advisers 0.01% Add +96.4% 146,141 $7.2M
Lanark Financial, Inc. 0.37% Add +132.7% 98,272 $4.9M
Prospera Financial Services Inc 0.07% Add +125.3% 91,519 $4.5M
Jane Street Group, LLC 0.00% Add +1340.7% 84,813 $4.2M
Del-Sette Capital Management, LLC 2.23% Reduce -6.9% 75,410 $3.7M
Jones Financial Companies LLLP 0.00% Add +70.1% 77,480 $3.7M
Commonwealth Equity Services, LLC 0.00% Add +5.4% 65,861 $3.3M
Redstone Wealth Management, LLC 2.55% New 64,576 $3.2M
Wagner Wealth Management, Corp 2.73% Add +10.8% 61,442 $3.0M
Stifel Financial Corp. 0.00% Reduce -3.8% 61,308 $3.0M
MML Investors Services, LLC 0.01% Add +7.5% 57,853 $2.9M
Equitable Holdings, Inc. 0.02% Add +5.5% 57,196 $2.8M
Truist Financial Corp. 0.00% New 54,280 $2.7M
Kestra Private Wealth Services, LLC 0.03% New 43,486 $2.2M
HighTower Advisors, LLC 0.00% New 41,116 $2.0M
&partners 0.01% Add +2.5% 41,110 $2.0M
Private Advisory Group LLC 0.13% Add +339.3% 38,985 $1.9M
Greenline Wealth Management LLC 2.10% Add +10.8% 36,734 $1.8M
Blueprint Financial Advisors LLC 0.27% Add +8.6% 36,704 $1.8M
Blueprint Investment Partners LLC 0.19% Add +8.6% 36,704 $1.8M
Genesee Capital Advisors, LLC 0.71% Reduce -6.8% 34,317 $1.7M
PFG Advisors 0.08% Add +5.9% 33,477 $1.7M
NewEdge Advisors, LLC 0.01% Add +13.6% 33,128 $1.6M
Sanctuary Advisors, LLC 0.01% Add +49.9% 25,055 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -44.0% 24,539 $1.2M
CreativeOne Wealth, LLC 0.03% Add +0.6% 22,936 $1.1M
Cyndeo Wealth Partners, LLC 0.05% Reduce -7.2% 20,912 $1.0M
RiverTree Advisors, LLC 0.65% Reduce -23.8% 20,871 $1.0M
Bank of America Corp. 0.00% Reduce -14.7% 20,766 $1.0M
Trueblood Wealth Management, LLC 0.38% Reduce -5.3% 19,502 $966K
Formidable Asset Management, LLC 0.14% Add +133.9% 19,100 $936K
PFG Investments, LLC 0.04% Add +183.0% 18,443 $913K
Independent Advisor Alliance 0.01% New 17,014 $843K
JPMorgan Chase & Co. 0.00% Reduce -44.3% 17,753 $842K
Citigroup Inc. 0.00% Reduce -4.1% 16,127 $799K
Advisory Services Network, LLC 0.01% Add +8.1% 15,210 $753K
Citadel Advisors 0.00% Reduce -88.3% 15,114 $748K
Steinberganna Wealth Management 0.34% Add +31.4% 14,115 $699K
Petra Financial Advisors Inc. 0.42% New 13,757 $681K
Quantinno Capital Management LP 0.00% Add +16.9% 13,279 $658K
Geneos Wealth Management Inc. 0.01% Add +231.1% 12,896 $639K
Fifth Third Bancorp 0.00% New 10,382 $514K
Steward Partners Investment Advisory, LLC 0.00% Add +191.0% 10,295 $510K
Farther Finance Advisors, LLC 0.00% Add +168.4% 8,746 $447K
Monument Capital Management 0.11% No change 8,855 $439K
Cwm, LLC 0.00% Reduce -3.0% 8,248 $408K
OneDigital Investment Advisors LLC 0.00% No change 8,245 $408K
Heirloom Wealth Management 0.07% New 8,197 $406K
O'shaughnessy Asset Management, LLC 0.00% Reduce -5.8% 7,994 $396K
Kane Investment Management, Inc. 0.20% Add +0.4% 7,730 $383K
Ameriprise Financial Inc. 0.00% Reduce -37.4% 7,676 $380K
Nicholson Wealth Management Group, LLC 0.22% New 7,652 $379K
GTS Securities LLC 0.01% Reduce -79.4% 7,492 $371K
Cibc World Market Inc. 0.00% Reduce -2.3% 7,271 $360K
Stelac Advisory Services LLC 0.07% New 7,250 $359K
Riggs Asset Managment Co. Inc. 0.07% Reduce -14.6% 7,057 $349K
Bensler, LLC 0.03% Add +23.5% 6,795 $337K
Gladstone Institutional Advisory LLC 0.01% Add +4.8% 6,583 $326K
Mercer Global Advisors Inc. 0.00% Reduce -1.5% 6,573 $325K
Mainstay Capital Management LLC 0.03% Add +33.1% 6,558 $325K
Vista Investment Partners Ii, LLC 0.14% Reduce -84.2% 6,479 $321K
MorganRosel Wealth Management, LLC 0.12% Reduce -56.5% 6,381 $316K
Atria Investments, Inc 0.00% New 6,092 $302K
Thoroughbred Financial Services, LLC 0.02% No change 5,864 $290K
Drive Wealth Management, LLC 0.06% Add +3.6% 5,773 $286K
Darden Wealth Group Inc 0.14% New 5,509 $273K
Capital Investment Advisory Services, LLC 0.02% Reduce -1.7% 5,325 $264K
Kestra Advisory Services, LLC 0.00% Add +164.1% 5,235 $259K
Apollon Wealth Management, LLC 0.00% Reduce -3.1% 5,214 $258K
Benjamin Edwards Inc. 0.00% Add +0.3% 5,176 $256K
Willner & Heller, LLC 0.19% New 5,120 $254K
Private Client Services, LLC 0.07% No change 4,950 $245K
BNP Paribas Financial Markets 0.00% Reduce -77.5% 1,679 $83K
Spire Wealth Management 0.00% No change 1,637 $81K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,564 $77K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -34.3% 1,306 $65K
Arax Advisory Partners 0.00% Reduce -57.7% 1,147 $57K
FMR LLC 0.00% Reduce -9.0% 741 $37K
Blair William & Co. 0.00% No change 600 $30K
Glenmede Trust Co. NA 0.00% No change 476 $24K
Key Financial Inc 0.00% No change 406 $20K
AE Wealth Management LLC 0.00% No change 367 $18K
International Assets Investment Management, LLC 0.00% No change 294 $15K
Caldwell Trust Co 0.00% New 250 $12K
Aventura Private Wealth, LLC 0.00% New 168 $8K
Qube Research & Technologies Ltd 0.00% Reduce -3.3% 88 $4K
Northwestern Mutual Wealth Management Co. 0.00% New 56 $3K
Realta Investment Advisors 0.00% No change 40 $2K
Harbour Investments, Inc. 0.00% New 20 $994
Farmers & Merchants Investments Inc. 0.00% New 10 $495

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