INVESCO DORSEY WRIGHT MOMENT (PDP) Top Institutional Shareholders
INVESCO DORSEY WRIGHT MOMENT (PDP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $721.13M in PDP holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PDP tracked by InsiderSet, reporting ownership valued at approximately $82.82M in its March 31, 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 $102.19M, representing an estimated gain of +23.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
207
Total Reported Value
$721.13M
Largest Holder
Morgan Stanley
Largest Position
$82.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
196
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% | 685,875 | $82,815,716 | $102,190,300 | +$19,374,584 | +23.39% | |
| Raymond James Financial Inc | 0.02% | 536,762 | $64,811,051 | $79,973,566 | +$15,162,515 | +23.39% | |
| Wells Fargo & Company/Mn | 0.01% | 411,062 | $49,633,408 | $61,245,196 | +$11,611,788 | +23.40% | |
| Commonwealth Equity Services, Llc | 0.07% | 386,491 | $46,666,570 | $57,584,299 | +$10,917,729 | +23.40% | |
| Bank Of America Corp | 0.00% | 325,370 | $39,286,415 | $48,477,722 | +$9,191,307 | +23.40% | |
| Royal Bank Of Canada | 0.01% | 306,311 | $36,986,000 | $45,638,072 | +$8,652,072 | +23.39% | |
| Lpl Financial Llc | 0.01% | 284,395 | $34,339,052 | $42,372,750 | +$8,033,698 | +23.40% | |
| Stifel Financial Corp | 0.03% | 244,559 | $29,532,359 | $36,437,481 | +$6,905,122 | +23.38% | |
| Ubs Group Ag | 0.00% | 214,413 | $25,889,083 | $31,945,950 | +$6,056,867 | +23.40% | |
| Summit Financial, Llc | 0.32% | 210,653 | $25,435,150 | $31,385,738 | +$5,950,588 | +23.40% | |
| Ramiah Investment Group | 1.41% | 254,945 | $20,524,418 | $37,984,918 | +$17,460,500 | +85.07% | |
| Rockefeller Capital Management L.P. | 0.03% | 156,185 | $18,858,483 | $23,270,409 | +$4,411,926 | +23.39% | |
| Prospera Financial Services Inc | 0.27% | 139,817 | $16,881,861 | $20,831,698 | +$3,949,837 | +23.40% | |
| Savant Capital, Llc | 0.08% | 132,917 | $16,049,005 | $19,803,649 | +$3,754,644 | +23.39% | |
| Newsquare Capital Llc | 1.14% | 108,116 | $13,054,402 | $16,108,484 | +$3,054,082 | +23.40% | |
| Strid Group, Llc | 1.60% | 107,131 | $12,935,453 | $15,961,726 | +$3,026,273 | +23.40% | |
| Ameriprise Financial Inc | 0.00% | 105,934 | $12,860,238 | $15,783,382 | +$2,923,144 | +22.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 75,782 | $9,329,553 | $11,290,957 | +$1,961,404 | +21.02% | |
| Envestnet Asset Management Inc | 0.00% | 67,752 | $8,180,701 | $10,094,547 | +$1,913,846 | +23.39% | |
| Osaic Holdings, Inc. | 0.01% | 61,955 | $7,480,862 | $9,230,837 | +$1,749,975 | +23.39% | |
| Tradition Wealth Management, Llc | 0.43% | 50,219 | $6,063,655 | $7,482,259 | +$1,418,604 | +23.40% | |
| Mml Investors Services, Llc | 0.02% | 48,823 | $5,895,129 | $7,274,266 | +$1,379,137 | +23.39% | |
| &Partners | 0.03% | 43,752 | $5,282,863 | $6,518,724 | +$1,235,861 | +23.39% | |
| Institute For Wealth Management, Llc. | 0.55% | 42,769 | $5,164,146 | $6,372,265 | +$1,208,119 | +23.39% | |
| Bnp Paribas Financial Markets | 0.00% | 40,000 | $4,829,776 | $5,959,704 | +$1,129,928 | +23.40% | |
| Osborne Partners Capital Management, Llc | 0.22% | 33,954 | $4,099,713 | $5,058,895 | +$959,182 | +23.40% | |
| Cetera Investment Advisers | 0.00% | 29,460 | $3,557,147 | $4,389,322 | +$832,175 | +23.39% | |
| Mtm Investment Management, Llc | 1.11% | 28,978 | $3,498,931 | $4,317,508 | +$818,577 | +23.40% | |
| Nbc Securities, Inc. | 0.26% | 28,591 | $3,452,270 | $4,259,847 | +$807,577 | +23.39% | |
| Jbr Co Financial Management Inc | 1.42% | 29,153 | $3,393,535 | $4,343,581 | +$950,046 | +28.00% | |
| Farther Finance Advisors, Llc | 0.03% | 27,092 | $3,340,173 | $4,036,508 | +$696,335 | +20.85% | |
| B. Riley Wealth Advisors, Inc. | 0.18% | 24,742 | $2,853,816 | $3,686,375 | +$832,559 | +29.17% | |
| Blair William & Co/Il | 0.01% | 23,415 | $2,827,230 | $3,488,662 | +$661,432 | +23.40% | |
| Ep Wealth Advisors, Llc | 0.01% | 22,266 | $2,688,452 | $3,317,469 | +$629,017 | +23.40% | |
| D.A. Davidson & Co. | 0.02% | 20,497 | $2,474,981 | $3,053,901 | +$578,920 | +23.39% | |
| Capital Investment Advisory Services, Llc | 0.18% | 20,139 | $2,431,671 | $3,000,562 | +$568,891 | +23.40% | |
| Calton & Associates, Inc. | 0.34% | 19,822 | $2,393,408 | $2,953,331 | +$559,923 | +23.39% | |
| Mercer Global Advisors Inc | 0.00% | 19,223 | $2,321,070 | $2,864,085 | +$543,015 | +23.40% | |
| Lji Wealth Management, Llc | 0.37% | 19,199 | $2,318,211 | $2,860,509 | +$542,298 | +23.39% | |
| Equitable Holdings, Inc. | 0.01% | 19,255 | $2,241,365 | $2,868,853 | +$627,488 | +28.00% | |
| Truist Financial Corp | 0.00% | 18,207 | $2,198,340 | $2,712,708 | +$514,368 | +23.40% | |
| Waverly Advisors, Llc | 0.02% | 18,189 | $2,196,250 | $2,710,026 | +$513,776 | +23.39% | |
| Sovereign Financial Group, Inc. | 0.35% | 16,767 | $2,024,557 | $2,498,159 | +$473,602 | +23.39% | |
| Private Advisory Group Llc | 0.13% | 15,963 | $1,927,446 | $2,378,369 | +$450,923 | +23.39% | |
| Snowden Capital Advisors Llc | 0.05% | 15,696 | $1,895,223 | $2,338,588 | +$443,365 | +23.39% | |
| Arkadios Wealth Advisors | 0.03% | 15,000 | $1,811,177 | $2,234,889 | +$423,712 | +23.39% | |
| Heirloom Wealth Management | 0.32% | 14,882 | $1,796,918 | $2,217,308 | +$420,390 | +23.40% | |
| Focus Partners Wealth | 0.00% | 14,646 | $1,768,422 | $2,182,146 | +$413,724 | +23.40% | |
| Independent Financial Group, Llc | 0.02% | 23,040 | $1,753,309 | $3,432,790 | +$1,679,481 | +95.79% | |
| Pfg Investments, Llc | 0.08% | 14,104 | $1,702,953 | $2,101,392 | +$398,439 | +23.40% |
Frequently asked questions about PDP
Who owns the most PDP stock?
The largest holders of PDP 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 MOMENT (PDP).
Is PDP widely held by superinvestors?
Many widely followed stocks like PDP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PDP 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.