PDP Institutional Ownership & Shareholders
INVESCO DORSEY WRIGHT MOMENT (PDP) is currently held by 215 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $959.37M 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 PDP tracked by InsiderSet, reporting ownership valued at approximately $135.17M 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 $118.47M, representing an estimated loss of -12.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed PDP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT MOMENT (PDP).
This page ranks the largest institutional PDP 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
215
Total Reported Value
$959.37M
Largest Holder
Morgan Stanley
Largest Position
$135.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 890,849 | $135,168,772 | $118,474,009 | -$16,694,763 | -12.35% | |
| Raymond James Financial Inc | 0.03% | 664,010 | $100,750,271 | $88,306,690 | -$12,443,581 | -12.35% | |
| Wells Fargo & Company/Mn | 0.01% | 397,255 | $60,275,530 | $52,830,942 | -$7,444,588 | -12.35% | |
| Bank Of America Corp | 0.00% | 341,051 | $51,747,615 | $45,356,372 | -$6,391,243 | -12.35% | |
| Commonwealth Equity Services, Llc | 0.07% | 365,441 | $50,367,810 | $48,599,999 | -$1,767,811 | -3.51% | |
| Royal Bank Of Canada | 0.01% | 299,497 | $45,442,000 | $39,830,106 | -$5,611,894 | -12.35% | |
| Lpl Financial Llc | 0.01% | 283,329 | $42,989,501 | $37,679,924 | -$5,309,577 | -12.35% | |
| Stifel Financial Corp | 0.03% | 247,279 | $37,523,692 | $32,885,634 | -$4,638,058 | -12.36% | |
| Summit Financial, Llc | 0.34% | 206,793 | $31,376,658 | $27,501,401 | -$3,875,257 | -12.35% | |
| Janney Montgomery Scott Llc | 0.05% | 181,714 | $27,572,000 | $24,166,145 | -$3,405,855 | -12.35% | |
| Ubs Group Ag | 0.00% | 179,532 | $27,240,390 | $23,875,961 | -$3,364,429 | -12.35% | |
| Rockefeller Capital Management L.P. | 0.04% | 155,358 | $23,572,493 | $20,661,060 | -$2,911,433 | -12.35% | |
| Savant Capital, Llc | 0.06% | 130,472 | $19,796,544 | $17,351,471 | -$2,445,073 | -12.35% | |
| Newsquare Capital Llc | 1.46% | 129,102 | $19,588,646 | $17,169,275 | -$2,419,371 | -12.35% | |
| Prospera Financial Services Inc | 0.28% | 125,241 | $19,002,723 | $16,655,801 | -$2,346,922 | -12.35% | |
| Ameriprise Financial Inc | 0.00% | 118,675 | $18,006,214 | $15,782,588 | -$2,223,626 | -12.35% | |
| Strid Group, Llc | 1.59% | 105,857 | $14,589,988 | $14,077,922 | -$512,066 | -3.51% | |
| Osaic Holdings, Inc. | 0.01% | 72,325 | $10,974,469 | $9,618,502 | -$1,355,967 | -12.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 77,711 | $10,794,238 | $10,334,786 | -$459,452 | -4.26% | |
| Envestnet Asset Management Inc | 0.00% | 65,960 | $10,008,143 | $8,772,020 | -$1,236,123 | -12.35% | |
| Newedge Advisors, Llc | 0.03% | 63,518 | $9,637,625 | $8,447,259 | -$1,190,366 | -12.35% | |
| &Partners | 0.04% | 59,063 | $8,959,422 | $7,854,788 | -$1,104,634 | -12.33% | |
| Mml Investors Services, Llc | 0.02% | 53,529 | $8,121,998 | $7,118,822 | -$1,003,176 | -12.35% | |
| Tradition Wealth Management, Llc | 0.48% | 51,631 | $7,833,961 | $6,866,407 | -$967,554 | -12.35% | |
| Institute For Wealth Management, Llc. | 0.57% | 42,767 | $6,489,073 | $5,687,583 | -$801,490 | -12.35% | |
| Jpmorgan Chase & Co | 0.00% | 40,929 | $6,133,230 | $5,443,148 | -$690,082 | -11.25% | |
| Affinity Wealth Management Llc | 0.76% | 38,969 | $5,912,766 | $5,182,487 | -$730,279 | -12.35% | |
| Osborne Partners Capital Management, Llc | 0.29% | 33,954 | $5,151,787 | $4,515,542 | -$636,245 | -12.35% | |
| Cetera Investment Advisers | 0.00% | 30,917 | $4,691,057 | $4,111,652 | -$579,405 | -12.35% | |
| Jbr Co Financial Management Inc | 1.51% | 26,909 | $3,954,816 | $3,578,628 | -$376,188 | -9.51% | |
| Nbc Securities, Inc. | 0.27% | 28,407 | $3,915,204 | $3,777,847 | -$137,357 | -3.51% | |
| Mtm Investment Management, Llc | 1.11% | 27,984 | $3,856,965 | $3,721,592 | -$135,373 | -3.51% | |
| Farther Finance Advisors, Llc | 0.03% | 27,434 | $3,781,160 | $3,648,448 | -$132,712 | -3.51% | |
| B. Riley Wealth Advisors, Inc. | 0.15% | 26,909 | $3,708,800 | $3,578,628 | -$130,172 | -3.51% | |
| Blair William & Co/Il | 0.01% | 23,485 | $3,563,379 | $3,123,270 | -$440,109 | -12.35% | |
| Ep Wealth Advisors, Llc | 0.01% | 22,474 | $3,409,955 | $2,988,817 | -$421,138 | -12.35% | |
| Mercer Global Advisors Inc | 0.00% | 21,750 | $3,300,128 | $2,892,533 | -$407,596 | -12.35% | |
| Two Sigma Investments, Lp | 0.00% | 20,733 | $3,145,818 | $2,757,282 | -$388,536 | -12.35% | |
| Equitable Holdings, Inc. | 0.02% | 20,103 | $3,050,187 | $2,673,498 | -$376,689 | -12.35% | |
| D.A. Davidson & Co. | 0.02% | 20,744 | $2,859,189 | $2,758,745 | -$100,444 | -3.51% | |
| Waverly Advisors, Llc | 0.02% | 18,189 | $2,759,854 | $2,418,955 | -$340,899 | -12.35% | |
| Capital Investment Advisory Services, Llc | 0.17% | 19,359 | $2,668,203 | $2,574,553 | -$93,650 | -3.51% | |
| Beacon Pointe Advisors, Llc | 0.01% | 17,026 | $2,583,406 | $2,264,288 | -$319,118 | -12.35% | |
| Sovereign Financial Group, Inc. | 0.39% | 16,767 | $2,544,102 | $2,229,843 | -$314,259 | -12.35% | |
| Snowden Capital Advisors Llc | 0.06% | 16,716 | $2,536,342 | $2,223,061 | -$313,281 | -12.35% | |
| Pfg Investments, Llc | 0.09% | 15,138 | $2,296,856 | $2,013,203 | -$283,653 | -12.35% | |
| Arkadios Wealth Advisors | 0.03% | 13,644 | $2,070,147 | $1,814,516 | -$255,631 | -12.35% | |
| Truist Financial Corp | 0.00% | 15,018 | $2,069,832 | $1,997,244 | -$72,588 | -3.51% | |
| Focus Partners Wealth | 0.00% | 13,601 | $2,063,684 | $1,808,797 | -$254,887 | -12.35% | |
| Calton & Associates, Inc. | 0.29% | 13,077 | $1,984,162 | $1,739,110 | -$245,052 | -12.35% |
Frequently asked questions about PDP
Who are the largest institutional holders of PDP?
The largest institutional holders of PDP reported in the latest SEC Form 13F filings include Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, Bank Of America Corp, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported PDP position.
What is PDP institutional ownership?
This page tracks PDP positions reported by institutional investment managers through SEC Form 13F. INVESCO DORSEY WRIGHT MOMENT (PDP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PDP?
InsiderSet currently tracks 215 institutional managers reporting PDP 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 PDP shareholders.
How much PDP stock do institutions own?
Institutional investment managers disclosed approximately $959.37M in PDP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PDP institutional ownership last updated?
The latest PDP 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 PDP 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 PDP position after the reporting date.
Are institutions buying or selling PDP?
Institutional buying and selling can be analyzed by comparing PDP positions across consecutive 13F reporting periods. InsiderSet's PDP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PDP ownership changes.
How has PDP institutional ownership changed over time?
InsiderSet tracks PDP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.