INVESCO DORSEY WRIGHT SMALLC (DWAS) Institutional Shareholders
INVESCO DORSEY WRIGHT SMALLC (DWAS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $298.46M in DWAS holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of DWAS tracked by InsiderSet, reporting ownership valued at approximately $45.48M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.00M, representing an estimated loss of -14.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed DWAS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wealth Enhancement Advisory Services, Llc, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT SMALLC (DWAS).
This page ranks the largest institutional DWAS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
103
Total Reported Value
$298.46M
Largest Holder
Morgan Stanley
Largest Position
$45.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 357,203 | $45,477,213 | $38,999,424 | -$6,477,789 | -14.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 321,789 | $38,492,381 | $35,132,923 | -$3,359,458 | -8.73% | |
| Goldman Sachs Group Inc | 0.00% | 219,771 | $27,980,013 | $23,994,598 | -$3,985,415 | -14.24% | |
| Lpl Financial Llc | 0.00% | 164,316 | $20,919,804 | $17,940,021 | -$2,979,783 | -14.24% | |
| Bank Of America Corp | 0.00% | 144,270 | $18,367,571 | $15,751,399 | -$2,616,172 | -14.24% | |
| Wells Fargo & Company/Mn | 0.00% | 130,951 | $16,671,852 | $14,297,230 | -$2,374,622 | -14.24% | |
| Royal Bank Of Canada | 0.00% | 130,356 | $16,596,000 | $14,232,268 | -$2,363,732 | -14.24% | |
| Stifel Financial Corp | 0.01% | 98,175 | $12,500,893 | $10,718,747 | -$1,782,147 | -14.26% | |
| Ubs Group Ag | 0.00% | 79,987 | $10,183,465 | $8,732,981 | -$1,450,484 | -14.24% | |
| Bnp Paribas Financial Markets | 0.00% | 69,519 | $8,850,770 | $7,590,084 | -$1,260,686 | -14.24% | |
| Raymond James Financial Inc | 0.00% | 65,464 | $8,334,472 | $7,147,360 | -$1,187,112 | -14.24% | |
| Sanctuary Advisors, Llc | 0.04% | 63,855 | $8,129,661 | $6,971,689 | -$1,157,972 | -14.24% | |
| Highmark Wealth Management Llc | 1.98% | 46,538 | $5,924,622 | $5,081,019 | -$843,603 | -14.24% | |
| Vise Technologies, Inc. | 0.05% | 34,817 | $4,432,721 | $3,801,320 | -$631,401 | -14.24% | |
| Biondo Investment Advisors, Llc | 0.46% | 29,822 | $3,796,758 | $3,255,966 | -$540,792 | -14.24% | |
| Prospera Financial Services Inc | 0.05% | 26,259 | $3,343,546 | $2,866,958 | -$476,588 | -14.25% | |
| Janney Montgomery Scott Llc | 0.01% | 23,907 | $3,044,000 | $2,610,166 | -$433,834 | -14.25% | |
| Cetera Investment Advisers | 0.00% | 19,067 | $2,427,484 | $2,081,735 | -$345,749 | -14.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,826 | $2,142,170 | $1,837,063 | -$305,107 | -14.24% | |
| 1900 Wealth Management Llc | 0.11% | 16,082 | $2,047,416 | $1,755,833 | -$291,583 | -14.24% | |
| Snowden Capital Advisors Llc | 0.04% | 14,708 | $1,872,531 | $1,605,819 | -$266,712 | -14.24% | |
| Sound Income Strategies, Llc | 0.08% | 14,266 | $1,816,267 | $1,557,562 | -$258,705 | -14.24% | |
| Colonial River Investments, Llc | 0.46% | 12,620 | $1,606,708 | $1,377,852 | -$228,856 | -14.24% | |
| Private Advisor Group, Llc | 0.01% | 12,230 | $1,557,061 | $1,335,271 | -$221,790 | -14.24% | |
| Family Capital Trust Co | 0.50% | 11,999 | $1,527,592 | $1,310,051 | -$217,541 | -14.24% | |
| Nottingham Advisors, Inc. | 0.18% | 13,149 | $1,516,170 | $1,435,608 | -$80,562 | -5.31% | |
| Aqr Capital Management Llc | 0.00% | 11,151 | $1,419,639 | $1,217,466 | -$202,173 | -14.24% | |
| Mml Investors Services, Llc | 0.00% | 9,762 | $1,242,852 | $1,065,815 | -$177,037 | -14.24% | |
| Two Sigma Investments, Lp | 0.00% | 9,500 | $1,209,487 | $1,037,210 | -$172,277 | -14.24% | |
| Trueblood Wealth Management, Llc | 0.41% | 9,256 | $1,178,470 | $1,010,570 | -$167,900 | -14.25% | |
| Ep Wealth Advisors, Llc | 0.00% | 8,882 | $1,130,807 | $969,737 | -$161,070 | -14.24% | |
| Geneos Wealth Management Inc. | 0.02% | 8,295 | $1,056,047 | $905,648 | -$150,399 | -14.24% | |
| Osaic Holdings, Inc. | 0.00% | 7,999 | $1,018,718 | $873,331 | -$145,387 | -14.27% | |
| Jpmorgan Chase & Co | 0.00% | 7,764 | $974,387 | $847,674 | -$126,713 | -13.00% | |
| Quantinno Capital Management Lp | 0.00% | 7,533 | $959,061 | $822,453 | -$136,608 | -14.24% | |
| Partners Wealth Management, Llc | 0.92% | 7,349 | $935,632 | $802,364 | -$133,268 | -14.24% | |
| Benjamin Edwards Inc | 0.01% | 6,199 | $789,170 | $676,807 | -$112,363 | -14.24% | |
| Morganrosel Wealth Management, Llc | 0.26% | 6,054 | $770,761 | $660,976 | -$109,785 | -14.24% | |
| Financial Partners Group, Inc | 0.09% | 7,473 | $735,930 | $815,902 | +$79,972 | +10.87% | |
| Sfg Wealth Management, Llc. | 0.24% | 5,338 | $679,632 | $582,803 | -$96,829 | -14.25% | |
| Farther Finance Advisors, Llc | 0.01% | 5,205 | $662,671 | $568,282 | -$94,389 | -14.24% | |
| Kestra Advisory Services, Llc | 0.00% | 4,993 | $635,639 | $545,136 | -$90,503 | -14.24% | |
| Citadel Advisors Llc | 0.00% | 4,702 | $598,632 | $513,364 | -$85,268 | -14.24% | |
| Nemes Rush Group Llc | 0.05% | 4,503 | $573,354 | $491,638 | -$81,716 | -14.25% | |
| Cwm, Llc | 0.00% | 5,460 | $537,706 | $596,123 | +$58,417 | +10.86% | |
| Newedge Advisors, Llc | 0.00% | 4,131 | $525,935 | $451,023 | -$74,912 | -14.24% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 4,048 | $515,374 | $441,961 | -$73,413 | -14.24% | |
| Strid Group, Llc | 0.06% | 4,007 | $510,120 | $437,484 | -$72,636 | -14.24% | |
| Baird Financial Group, Inc. | 0.00% | 3,718 | $473,355 | $405,931 | -$67,424 | -14.24% | |
| Scotia Capital Inc. | 0.00% | 3,557 | $452,856 | $388,353 | -$64,503 | -14.24% |
Frequently asked questions about DWAS
Who owns the most DWAS stock?
The largest holders of DWAS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO DORSEY WRIGHT SMALLC (DWAS).
Is DWAS widely held by superinvestors?
Many widely followed stocks like DWAS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DWAS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.