INVESCO DORSEY WRIGHT FINANC (PFI) Top Institutional Shareholders
INVESCO DORSEY WRIGHT FINANC (PFI) 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 $15.84M in PFI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PFI tracked by InsiderSet, reporting ownership valued at approximately $3.21M 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 $3.64M, representing an estimated gain of +13.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed PFI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Imc-Chicago, Llc, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT FINANC (PFI).
This page ranks the largest institutional PFI 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
31
Total Reported Value
$15.84M
Largest Holder
Lpl Financial Llc
Largest Position
$3.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 60,221 | $3,206,892 | $3,643,485 | +$436,593 | +13.61% | |
| Bank Of America Corp | 0.00% | 53,417 | $2,844,546 | $3,231,830 | +$387,284 | +13.61% | |
| Imc-Chicago, Llc | 0.03% | 37,451 | $1,994,341 | $2,265,857 | +$271,516 | +13.61% | |
| Morgan Stanley | 0.00% | 28,265 | $1,505,167 | $1,710,086 | +$204,919 | +13.61% | |
| Farther Finance Advisors, Llc | 0.01% | 16,911 | $904,842 | $1,023,148 | +$118,306 | +13.07% | |
| Two Sigma Investments, Lp | 0.00% | 12,500 | $665,650 | $756,274 | +$90,624 | +13.61% | |
| Ubs Group Ag | 0.00% | 11,233 | $598,180 | $679,618 | +$81,438 | +13.61% | |
| Susquehanna International Group, Llp | 0.00% | 11,082 | $590,139 | $670,482 | +$80,343 | +13.61% | |
| Ameriprise Financial Inc | 0.00% | 10,011 | $533,101 | $605,685 | +$72,584 | +13.62% | |
| Genesee Capital Advisors, Llc | 0.18% | 8,134 | $433,127 | $492,122 | +$58,995 | +13.62% | |
| Trueblood Wealth Management, Llc | 0.16% | 7,592 | $404,280 | $459,330 | +$55,050 | +13.62% | |
| Goldman Sachs Group Inc | 0.00% | 6,965 | $370,900 | $421,396 | +$50,496 | +13.61% | |
| Sensible Money, Llc | 0.10% | 5,973 | $318,075 | $361,378 | +$43,303 | +13.61% | |
| Raymond James Financial Inc | 0.00% | 5,601 | $298,264 | $338,871 | +$40,607 | +13.61% | |
| Cetera Investment Advisers | 0.00% | 4,970 | $264,665 | $300,694 | +$36,029 | +13.61% | |
| Laurel Wealth Advisors Llc | 0.03% | 4,367 | $256,905 | $264,212 | +$7,307 | +2.84% | |
| Transamerica Financial Advisors, Llc | 0.02% | 3,833 | $204,138 | $231,904 | +$27,766 | +13.60% | |
| Jones Financial Companies Lllp | 0.00% | 3,066 | $158,109 | $185,499 | +$27,390 | +17.32% | |
| Geneos Wealth Management Inc. | 0.00% | 1,800 | $95,850 | $108,903 | +$13,053 | +13.62% | |
| Bellevue Asset Management, Llc | 0.04% | 1,472 | $78,386 | $89,059 | +$10,673 | +13.62% | |
| Osaic Holdings, Inc. | 0.00% | 755 | $40,202 | $45,679 | +$5,477 | +13.62% | |
| Sound Income Strategies, Llc | 0.00% | 338 | $18,085 | $20,450 | +$2,365 | +13.08% | |
| Ifp Advisors, Inc | 0.00% | 300 | $15,976 | $18,151 | +$2,175 | +13.61% | |
| Providence Capital Advisors, Llc | 0.00% | 293 | $15,603 | $17,727 | +$2,124 | +13.61% | |
| Royal Bank Of Canada | 0.00% | 284 | $15,000 | $17,183 | +$2,183 | +14.55% | |
| Western Wealth Management, Llc | 0.00% | 106 | $5,645 | $6,413 | +$768 | +13.61% | |
| Fmr Llc | 0.00% | 41 | $2,192 | $2,481 | +$289 | +13.17% | |
| Janney Montgomery Scott Llc | 0.00% | 4,372 | $233 | $264,514 | +$264,281 | +113425.45% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 3,756 | $200 | $227,245 | +$227,045 | +113522.57% | |
| Sunbelt Securities, Inc. | 0.00% | 3 | $160 | $182 | +$22 | +13.44% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $51 | $61 | +$10 | +18.63% |
Frequently asked questions about PFI
Who owns the most PFI stock?
The largest holders of PFI 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 FINANC (PFI).
Is PFI widely held by superinvestors?
Many widely followed stocks like PFI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFI 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.