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 $243.59M in DWAS holdings during the latest filing period.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of DWAS tracked by InsiderSet, reporting ownership valued at approximately $38.49M 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 $37.02M, representing an estimated loss of -3.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed DWAS value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Morgan Stanley, 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
108
Total Reported Value
$243.59M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$38.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.06% | 321,789 | $38,492,381 | $37,020,022 | -$1,472,359 | -3.83% | |
| Morgan Stanley | 0.00% | 340,393 | $33,519,461 | $39,160,308 | +$5,640,847 | +16.83% | |
| Goldman Sachs Group Inc | 0.00% | 219,931 | $21,657,221 | $25,301,830 | +$3,644,609 | +16.83% | |
| Lpl Financial Llc | 0.00% | 154,067 | $15,171,405 | $17,724,546 | +$2,553,141 | +16.83% | |
| Royal Bank Of Canada | 0.00% | 132,197 | $13,018,000 | $15,208,525 | +$2,190,525 | +16.83% | |
| Wells Fargo & Company/Mn | 0.00% | 124,560 | $12,265,719 | $14,329,930 | +$2,064,211 | +16.83% | |
| Bank Of America Corp | 0.00% | 109,693 | $10,801,759 | $12,619,565 | +$1,817,806 | +16.83% | |
| Stifel Financial Corp | 0.01% | 103,794 | $10,222,335 | $11,940,918 | +$1,718,583 | +16.81% | |
| Ubs Group Ag | 0.00% | 78,718 | $7,751,598 | $9,056,065 | +$1,304,467 | +16.83% | |
| Raymond James Financial Inc | 0.00% | 64,808 | $6,381,796 | $7,455,797 | +$1,074,001 | +16.83% | |
| Bnp Paribas Financial Markets | 0.00% | 60,000 | $5,908,368 | $6,902,664 | +$994,296 | +16.83% | |
| Sanctuary Advisors, Llc | 0.03% | 59,522 | $5,861,298 | $6,847,673 | +$986,375 | +16.83% | |
| Family Capital Trust Co | 1.63% | 55,312 | $4,693,735 | $6,363,336 | +$1,669,601 | +35.57% | |
| Highmark Wealth Management Llc | 1.87% | 46,857 | $4,602,142 | $5,390,635 | +$788,493 | +17.13% | |
| Vise Technologies, Inc. | 0.07% | 38,436 | $3,719,301 | $4,421,847 | +$702,546 | +18.89% | |
| Prospera Financial Services Inc | 0.05% | 26,259 | $3,343,546 | $3,020,951 | -$322,595 | -9.65% | |
| Biondo Investment Advisors, Llc | 0.37% | 29,375 | $2,892,629 | $3,379,429 | +$486,800 | +16.83% | |
| Wealth Enhancement Trust Services, Inc. | 0.28% | 22,988 | $2,224,434 | $2,644,641 | +$420,207 | +18.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,826 | $2,142,170 | $1,935,737 | -$206,433 | -9.64% | |
| Cetera Investment Advisers | 0.00% | 18,534 | $1,825,056 | $2,132,233 | +$307,177 | +16.83% | |
| Sound Income Strategies, Llc | 0.08% | 14,266 | $1,816,267 | $1,641,223 | -$175,044 | -9.64% | |
| Colonial River Investments, Llc | 0.46% | 12,620 | $1,606,708 | $1,451,860 | -$154,848 | -9.64% | |
| Private Advisor Group, Llc | 0.01% | 12,230 | $1,557,061 | $1,406,993 | -$150,068 | -9.64% | |
| 1900 Wealth Management Llc | 0.10% | 15,731 | $1,549,034 | $1,809,763 | +$260,729 | +16.83% | |
| Nottingham Advisors, Inc. | 0.18% | 13,149 | $1,516,170 | $1,512,719 | -$3,451 | -0.23% | |
| Snowden Capital Advisors Llc | 0.04% | 14,608 | $1,438,483 | $1,680,569 | +$242,086 | +16.83% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 14,140 | $1,392,415 | $1,626,728 | +$234,313 | +16.83% | |
| Independent Advisor Alliance | 0.01% | 12,960 | $1,276,254 | $1,490,975 | +$214,721 | +16.82% | |
| Trueblood Wealth Management, Llc | 0.41% | 9,256 | $1,178,470 | $1,064,851 | -$113,619 | -9.64% | |
| Aqr Capital Management Llc | 0.00% | 10,353 | $1,019,455 | $1,191,055 | +$171,600 | +16.83% | |
| Mml Investors Services, Llc | 0.00% | 10,249 | $1,009,264 | $1,179,090 | +$169,826 | +16.83% | |
| Susquehanna International Group, Llp | 0.00% | 9,851 | $970,056 | $1,133,302 | +$163,246 | +16.83% | |
| Partners Wealth Management, Llc | 0.92% | 7,349 | $935,632 | $845,461 | -$90,171 | -9.64% | |
| Ep Wealth Advisors, Llc | 0.00% | 9,044 | $890,588 | $1,040,462 | +$149,874 | +16.83% | |
| Geneos Wealth Management Inc. | 0.02% | 8,049 | $792,588 | $925,992 | +$133,404 | +16.83% | |
| Benjamin Edwards Inc | 0.01% | 6,199 | $789,170 | $713,160 | -$76,010 | -9.63% | |
| Envestnet Asset Management Inc | 0.00% | 7,718 | $759,989 | $887,913 | +$127,924 | +16.83% | |
| Financial Partners Group, Inc | 0.09% | 7,473 | $735,930 | $859,727 | +$123,797 | +16.82% | |
| Quantinno Capital Management Lp | 0.00% | 7,133 | $702,407 | $820,612 | +$118,205 | +16.83% | |
| Citadel Advisors Llc | 0.00% | 6,943 | $683,697 | $798,753 | +$115,056 | +16.83% | |
| Sfg Wealth Management, Llc. | 0.24% | 5,338 | $679,632 | $614,107 | -$65,525 | -9.64% | |
| Farther Finance Advisors, Llc | 0.01% | 5,205 | $662,671 | $598,806 | -$63,865 | -9.64% | |
| Kestra Advisory Services, Llc | 0.00% | 4,993 | $635,639 | $574,417 | -$61,222 | -9.63% | |
| Jane Street Group, Llc | 0.00% | 6,413 | $631,506 | $737,780 | +$106,274 | +16.83% | |
| Morganrosel Wealth Management, Llc | 0.23% | 5,846 | $575,672 | $672,550 | +$96,878 | +16.83% | |
| Tower Research Capital Llc (Trc) | 0.01% | 5,585 | $549,971 | $642,523 | +$92,552 | +16.83% | |
| Cwm, Llc | 0.00% | 5,460 | $537,706 | $628,142 | +$90,436 | +16.82% | |
| Strid Group, Llc | 0.06% | 4,007 | $510,120 | $460,983 | -$49,137 | -9.63% | |
| Osaic Holdings, Inc. | 0.00% | 5,060 | $498,423 | $582,125 | +$83,702 | +16.79% | |
| Nemes Rush Group Llc | 0.04% | 4,563 | $449,376 | $524,948 | +$75,572 | +16.82% |
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.