Invesco Dorsey Wright BasicPYZETF
13F holders, Q2 2026 (June 30)38holders −2
4new positions
6sold out
1famous investor
$125.85avg. 13F price*
At the end of Q2 2026, 38 institutions reported holding Invesco Dorsey Wright Basic (PYZ) in their 13F filings, down 2 from Q1 2026. 4 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($4.2M), Morgan Stanley ($2.9M) and NewEdge Advisors, LLC ($2.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dorsey Wright Basic
- CUSIP
- 46137V704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.7M |
| Exits | 6 | $8.1M |
All 13F filers, Q1 2026 → Q2 2026: 24,337 shares bought and 192,914 shares sold, net −168,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| LPL Financial LLC | 0.00% | Reduce -9.6% | 33,174 | $4.2M |
| Morgan Stanley | 0.00% | Add +2.1% | 22,706 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +1.5% | 22,269 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +105.7% | 16,070 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.6% | 10,313 | $1.3M |
| Citadel Advisors | 0.00% | New | 9,053 | $1.1M |
| MAI Capital Management | 0.00% | Reduce -20.6% | 7,725 | $972K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -27.9% | 6,552 | $825K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 6,070 | $764K |
| Maltin Wealth Management, Inc. | 0.23% | Add +1.9% | 5,536 | $697K |
| Trueblood Wealth Management, LLC | 0.20% | Add +1.6% | 4,570 | $575K |
| Two Sigma Investments, LP | 0.00% | New | 4,200 | $529K |
| Pacific Sun Financial Corp | 0.18% | Reduce -0.6% | 3,540 | $445K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.1% | 3,368 | $424K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -37.6% | 2,947 | $371K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 2,648 | $333K |
| Arax Advisory Partners | 0.00% | Reduce -4.5% | 2,521 | $317K |
| Genesee Capital Advisors, LLC | 0.10% | No change | 2,407 | $303K |
| Jones Financial Companies LLLP | 0.00% | Add +109.2% | 2,240 | $283K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 2,234 | $281K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.8% | 2,224 | $280K |
| Cetera Investment Advisers | 0.00% | Add +11.9% | 2,164 | $272K |
| Mason Investment Advisory Services, Inc. | 0.01% | Reduce -1.0% | 1,912 | $241K |
| PDS Planning, Inc | 0.01% | No change | 983 | $124K |
| AE Wealth Management LLC | 0.00% | No change | 768 | $97K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -99.3% | 709 | $89K |
| UBS Group AG | 0.00% | Reduce -5.7% | 562 | $71K |
| Bellevue Asset Management, LLC | 0.02% | No change | 338 | $43K |
| 10Elms LLP | 0.02% | New | 336 | $42K |
| EPG Wealth Management LLC | 0.01% | No change | 213 | $27K |
| FMR LLC | 0.00% | Reduce -8.9% | 163 | $21K |
| Horizon Bancorp Inc. | 0.01% | No change | 157 | $20K |
| Sankala Group LLC | 0.01% | Reduce -13.4% | 103 | $13K |
| Assetmark, Inc. | 0.00% | New | 101 | $13K |
| MTM Investment Management, LLC | 0.00% | No change | 87 | $11K |
| Allworth Financial LP | 0.00% | No change | 82 | $10K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $881 |
| Wells Fargo & Company | 0.00% | No change | 1 | $81 |
"% of holder's portfolio" is PYZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Basic the manager owns.