DWAS Institutional Ownership & Shareholders
INVESCO DORSEY WRIGHT SMALLC (DWAS) is currently held by 102 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $288.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $37.37M, representing an estimated loss of -17.82% 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
102
Total Reported Value
$288.15M
Largest Holder
Morgan Stanley
Largest Position
$45.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
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 | $37,373,150 | -$8,104,063 | -17.82% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 293,562 | $31,047,123 | $30,714,570 | -$332,553 | -1.07% | |
| Goldman Sachs Group Inc | 0.00% | 219,771 | $27,980,013 | $22,994,024 | -$4,985,989 | -17.82% | |
| Lpl Financial Llc | 0.00% | 164,316 | $20,919,804 | $17,191,923 | -$3,727,881 | -17.82% | |
| Bank Of America Corp | 0.00% | 144,270 | $18,367,571 | $15,094,566 | -$3,273,005 | -17.82% | |
| Wells Fargo & Company/Mn | 0.00% | 130,951 | $16,671,852 | $13,701,036 | -$2,970,816 | -17.82% | |
| Royal Bank Of Canada | 0.00% | 130,356 | $16,596,000 | $13,638,783 | -$2,957,217 | -17.82% | |
| Stifel Financial Corp | 0.01% | 98,175 | $12,500,893 | $10,271,775 | -$2,229,118 | -17.83% | |
| Ubs Group Ag | 0.00% | 79,987 | $10,183,465 | $8,368,816 | -$1,814,649 | -17.82% | |
| Bnp Paribas Financial Markets | 0.00% | 69,519 | $8,850,770 | $7,273,578 | -$1,577,192 | -17.82% | |
| Raymond James Financial Inc | 0.00% | 65,464 | $8,334,472 | $6,849,315 | -$1,485,157 | -17.82% | |
| Sanctuary Advisors, Llc | 0.04% | 63,855 | $8,129,661 | $6,680,970 | -$1,448,691 | -17.82% | |
| Highmark Wealth Management Llc | 1.98% | 46,538 | $5,924,622 | $4,869,141 | -$1,055,481 | -17.82% | |
| Biondo Investment Advisors, Llc | 0.46% | 29,822 | $3,796,758 | $3,120,192 | -$676,566 | -17.82% | |
| Prospera Financial Services Inc | 0.05% | 26,259 | $3,343,546 | $2,747,406 | -$596,140 | -17.83% | |
| Vise Technologies, Inc. | 0.03% | 28,965 | $3,140,298 | $3,030,527 | -$109,771 | -3.50% | |
| Janney Montgomery Scott Llc | 0.01% | 23,907 | $3,044,000 | $2,501,322 | -$542,678 | -17.83% | |
| Cetera Investment Advisers | 0.00% | 19,067 | $2,427,484 | $1,994,927 | -$432,557 | -17.82% | |
| Sound Income Strategies, Llc | 0.09% | 19,199 | $2,030,528 | $2,008,738 | -$21,790 | -1.07% | |
| Snowden Capital Advisors Llc | 0.04% | 14,708 | $1,872,531 | $1,538,857 | -$333,674 | -17.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,691 | $1,809,610 | $1,746,333 | -$63,277 | -3.50% | |
| 1900 Wealth Management Llc | 0.09% | 15,731 | $1,705,561 | $1,645,890 | -$59,671 | -3.50% | |
| Colonial River Investments, Llc | 0.41% | 14,758 | $1,600,039 | $1,544,088 | -$55,951 | -3.50% | |
| Private Advisor Group, Llc | 0.01% | 12,230 | $1,557,061 | $1,279,591 | -$277,470 | -17.82% | |
| Nottingham Advisors, Inc. | 0.17% | 13,149 | $1,422,663 | $1,375,743 | -$46,920 | -3.30% | |
| Aqr Capital Management Llc | 0.00% | 11,151 | $1,419,639 | $1,166,698 | -$252,941 | -17.82% | |
| Family Capital Trust Co | 0.41% | 11,999 | $1,300,811 | $1,255,422 | -$45,389 | -3.49% | |
| Mml Investors Services, Llc | 0.00% | 9,762 | $1,242,852 | $1,021,371 | -$221,481 | -17.82% | |
| Two Sigma Investments, Lp | 0.00% | 9,500 | $1,209,487 | $993,958 | -$215,529 | -17.82% | |
| Ep Wealth Advisors, Llc | 0.00% | 8,882 | $1,130,807 | $929,299 | -$201,508 | -17.82% | |
| Geneos Wealth Management Inc. | 0.02% | 8,295 | $1,056,047 | $867,883 | -$188,164 | -17.82% | |
| Osaic Holdings, Inc. | 0.00% | 7,999 | $1,018,718 | $836,913 | -$181,805 | -17.85% | |
| Trueblood Wealth Management, Llc | 0.35% | 9,182 | $995,532 | $960,687 | -$34,845 | -3.50% | |
| Jpmorgan Chase & Co | 0.00% | 7,764 | $974,387 | $812,326 | -$162,061 | -16.63% | |
| Quantinno Capital Management Lp | 0.00% | 7,533 | $959,061 | $788,157 | -$170,904 | -17.82% | |
| Partners Wealth Management, Llc | 0.09% | 7,602 | $824,202 | $795,376 | -$28,826 | -3.50% | |
| Financial Partners Group, Inc | 0.08% | 7,473 | $810,258 | $781,879 | -$28,379 | -3.50% | |
| Benjamin Edwards Inc | 0.01% | 6,199 | $789,170 | $648,584 | -$140,586 | -17.81% | |
| Davenport & Co Llc | 0.00% | 7,141 | $774,236 | $747,143 | -$27,093 | -3.50% | |
| Morganrosel Wealth Management, Llc | 0.26% | 6,054 | $770,761 | $633,413 | -$137,348 | -17.82% | |
| Citadel Advisors Llc | 0.00% | 4,702 | $598,632 | $491,957 | -$106,675 | -17.82% | |
| Nemes Rush Group Llc | 0.05% | 4,503 | $573,354 | $471,136 | -$102,218 | -17.83% | |
| Kestra Advisory Services, Llc | 0.00% | 5,215 | $565,409 | $545,631 | -$19,778 | -3.50% | |
| Farther Finance Advisors, Llc | 0.00% | 5,125 | $555,644 | $536,214 | -$19,430 | -3.50% | |
| Cwm, Llc | 0.00% | 5,460 | $537,706 | $571,265 | +$33,559 | +6.24% | |
| Newedge Advisors, Llc | 0.00% | 4,131 | $525,935 | $432,215 | -$93,720 | -17.82% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 4,048 | $515,374 | $423,531 | -$91,843 | -17.82% | |
| Baird Financial Group, Inc. | 0.00% | 3,718 | $473,355 | $389,004 | -$84,351 | -17.82% | |
| Scotia Capital Inc. | 0.00% | 3,557 | $452,856 | $372,159 | -$80,697 | -17.82% | |
| Envestnet Asset Management Inc | 0.00% | 3,464 | $440,998 | $362,429 | -$78,569 | -17.82% |
Frequently asked questions about DWAS
Who are the largest institutional holders of DWAS?
The largest institutional holders of DWAS reported in the latest SEC Form 13F filings include Morgan Stanley, Wealth Enhancement Advisory Services, Llc, Goldman Sachs Group Inc, Lpl Financial Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported DWAS position.
What is DWAS institutional ownership?
This page tracks DWAS positions reported by institutional investment managers through SEC Form 13F. INVESCO DORSEY WRIGHT SMALLC (DWAS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DWAS?
InsiderSet currently tracks 102 institutional managers reporting DWAS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DWAS shareholders.
How much DWAS stock do institutions own?
Institutional investment managers disclosed approximately $288.15M in DWAS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DWAS institutional ownership last updated?
The latest DWAS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DWAS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DWAS position after the reporting date.
Are institutions buying or selling DWAS?
Institutional buying and selling can be analyzed by comparing DWAS positions across consecutive 13F reporting periods. InsiderSet's DWAS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DWAS ownership changes.
How has DWAS institutional ownership changed over time?
InsiderSet tracks DWAS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.