INVESCO DORSEY WRIGHT DEVELO (PIZ) Institutional Shareholders
INVESCO DORSEY WRIGHT DEVELO (PIZ) 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 $501.60M in PIZ holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of PIZ tracked by InsiderSet, reporting ownership valued at approximately $111.22M 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 $115.74M, representing an estimated gain of +4.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed PIZ value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Affinity Wealth Management Llc, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT DEVELO (PIZ).
This page ranks the largest institutional PIZ 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
107
Total Reported Value
$501.60M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$111.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.02% | 2,245,977 | $111,220,784 | $115,739,462 | +$4,518,678 | +4.06% | |
| Morgan Stanley | 0.00% | 1,085,573 | $53,757,609 | $55,941,639 | +$2,184,030 | +4.06% | |
| Affinity Wealth Management Llc | 6.12% | 849,910 | $47,509,864 | $43,797,477 | -$3,712,387 | -7.81% | |
| Lpl Financial Llc | 0.01% | 675,814 | $33,466,301 | $34,825,979 | +$1,359,678 | +4.06% | |
| Royal Bank Of Canada | 0.01% | 612,716 | $30,342,000 | $31,574,420 | +$1,232,420 | +4.06% | |
| Ubs Group Ag | 0.00% | 486,865 | $24,109,555 | $25,089,078 | +$979,523 | +4.06% | |
| Axiom Financial Strategies, Llc | 6.97% | 399,835 | $19,799,817 | $20,604,257 | +$804,440 | +4.06% | |
| Raymond James Financial Inc | 0.01% | 387,094 | $19,168,871 | $19,947,689 | +$778,818 | +4.06% | |
| Systelligence, Llc | 3.13% | 335,628 | $18,761,572 | $17,295,549 | -$1,466,023 | -7.81% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 313,971 | $16,957,586 | $16,179,522 | -$778,064 | -4.59% | |
| Envestnet Asset Management Inc | 0.00% | 283,135 | $14,020,824 | $14,590,485 | +$569,661 | +4.06% | |
| Newsquare Capital Llc | 0.76% | 183,637 | $10,265,290 | $9,463,164 | -$802,126 | -7.81% | |
| Creative Financial Designs Inc | 0.40% | 149,786 | $8,373,032 | $7,718,757 | -$654,275 | -7.81% | |
| Cetera Investment Advisers | 0.01% | 146,141 | $7,236,887 | $7,530,923 | +$294,036 | +4.06% | |
| Redstone Wealth Management, Llc | 3.09% | 84,712 | $4,735,393 | $4,365,370 | -$370,023 | -7.81% | |
| Prospera Financial Services Inc | 0.07% | 80,972 | $4,526,236 | $4,172,641 | -$353,595 | -7.81% | |
| Jane Street Group, Llc | 0.00% | 84,813 | $4,199,940 | $4,370,575 | +$170,635 | +4.06% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,871 | $3,905,790 | $3,600,585 | -$305,205 | -7.81% | |
| Jones Financial Companies Lllp | 0.00% | 77,480 | $3,697,894 | $3,992,692 | +$294,798 | +7.97% | |
| Truist Financial Corp | 0.00% | 61,747 | $3,451,649 | $3,181,940 | -$269,709 | -7.81% | |
| Wagner Wealth Management, Corp | 2.73% | 61,442 | $3,042,608 | $3,166,223 | +$123,615 | +4.06% | |
| Stifel Financial Corp | 0.00% | 61,308 | $3,035,728 | $3,159,318 | +$123,590 | +4.07% | |
| Mml Investors Services, Llc | 0.01% | 57,853 | $2,864,875 | $2,981,275 | +$116,400 | +4.06% | |
| Equitable Holdings, Inc. | 0.02% | 57,196 | $2,801,620 | $2,947,419 | +$145,799 | +5.20% | |
| Greenline Wealth Management Llc | 2.02% | 44,020 | $2,460,687 | $2,268,434 | -$192,253 | -7.81% | |
| Kestra Private Wealth Services, Llc | 0.03% | 42,595 | $2,381,041 | $2,195,001 | -$186,040 | -7.81% | |
| Pfg Advisors | 0.10% | 36,657 | $2,049,111 | $1,889,005 | -$160,106 | -7.81% | |
| Hightower Advisors, Llc | 0.00% | 41,116 | $2,036,064 | $2,118,786 | +$82,722 | +4.06% | |
| &Partners | 0.01% | 41,110 | $2,035,767 | $2,118,476 | +$82,709 | +4.06% | |
| Private Advisory Group Llc | 0.13% | 38,985 | $1,930,537 | $2,008,971 | +$78,434 | +4.06% | |
| Blueprint Financial Advisors Llc | 0.27% | 36,704 | $1,817,582 | $1,891,427 | +$73,845 | +4.06% | |
| Blueprint Investment Partners Llc | 0.19% | 36,704 | $1,817,582 | $1,891,427 | +$73,845 | +4.06% | |
| Vista Investment Partners Ii, Llc | 0.70% | 32,122 | $1,795,588 | $1,655,308 | -$140,280 | -7.81% | |
| Genesee Capital Advisors, Llc | 0.71% | 34,317 | $1,699,354 | $1,768,420 | +$69,066 | +4.06% | |
| Del-Sette Capital Management, Llc | 0.79% | 24,320 | $1,359,486 | $1,253,256 | -$106,230 | -7.81% | |
| Sanctuary Advisors, Llc | 0.01% | 25,055 | $1,240,724 | $1,291,132 | +$50,408 | +4.06% | |
| Osaic Holdings, Inc. | 0.00% | 24,539 | $1,215,067 | $1,264,541 | +$49,474 | +4.07% | |
| Cyndeo Wealth Partners, Llc | 0.05% | 20,629 | $1,153,153 | $1,063,052 | -$90,101 | -7.81% | |
| Creativeone Wealth, Llc | 0.03% | 22,936 | $1,135,791 | $1,181,936 | +$46,145 | +4.06% | |
| Trueblood Wealth Management, Llc | 0.39% | 19,979 | $1,116,832 | $1,029,556 | -$87,276 | -7.81% | |
| Pfg Investments, Llc | 0.04% | 19,849 | $1,109,567 | $1,022,857 | -$86,710 | -7.81% | |
| Bank Of America Corp | 0.00% | 20,766 | $1,028,332 | $1,070,111 | +$41,779 | +4.06% | |
| Formidable Asset Management, Llc | 0.15% | 19,642 | $972,672 | $1,012,190 | +$39,518 | +4.06% | |
| Rivertree Advisors, Llc | 0.51% | 15,374 | $859,405 | $792,251 | -$67,154 | -7.81% | |
| Independent Advisor Alliance | 0.01% | 17,014 | $842,515 | $876,764 | +$34,249 | +4.07% | |
| Citigroup Inc | 0.00% | 16,127 | $798,616 | $831,055 | +$32,439 | +4.06% | |
| Atria Investments, Inc | 0.01% | 13,862 | $774,884 | $714,335 | -$60,549 | -7.81% | |
| Petra Financial Advisors Inc | 0.36% | 13,853 | $774,375 | $713,871 | -$60,504 | -7.81% | |
| Advisory Services Network, Llc | 0.01% | 15,210 | $753,224 | $783,800 | +$30,576 | +4.06% | |
| Citadel Advisors Llc | 0.00% | 15,114 | $748,445 | $778,853 | +$30,408 | +4.06% |
Frequently asked questions about PIZ
Who owns the most PIZ stock?
The largest holders of PIZ 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 DEVELO (PIZ).
Is PIZ widely held by superinvestors?
Many widely followed stocks like PIZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PIZ 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.