PIZ Institutional Ownership & Shareholders
INVESCO DORSEY WRIGHT DEVELO (PIZ) is currently held by 112 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $571.34M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of PIZ tracked by InsiderSet, reporting ownership valued at approximately $109.98M 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 $95.87M, representing an estimated loss of -12.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed PIZ value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Lpl Financial 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
112
Total Reported Value
$571.34M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$109.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
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% | 1,967,432 | $109,979,225 | $95,872,961 | -$14,106,264 | -12.83% | |
| Morgan Stanley | 0.00% | 1,193,152 | $66,697,100 | $58,142,297 | -$8,554,803 | -12.83% | |
| Lpl Financial Llc | 0.01% | 966,882 | $54,048,598 | $47,116,160 | -$6,932,438 | -12.83% | |
| Affinity Wealth Management Llc | 6.12% | 849,910 | $47,509,864 | $41,416,114 | -$6,093,750 | -12.83% | |
| Royal Bank Of Canada | 0.01% | 648,239 | $36,236,000 | $31,588,686 | -$4,647,314 | -12.83% | |
| Raymond James Financial Inc | 0.01% | 484,715 | $27,095,538 | $23,620,162 | -$3,475,376 | -12.83% | |
| Axiom Financial Strategies, Llc | 7.14% | 407,770 | $22,794,324 | $19,870,632 | -$2,923,692 | -12.83% | |
| Ubs Group Ag | 0.00% | 345,711 | $19,325,245 | $16,846,497 | -$2,478,748 | -12.83% | |
| Systelligence, Llc | 3.13% | 335,628 | $18,761,572 | $16,355,152 | -$2,406,420 | -12.83% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 314,189 | $15,956,141 | $15,310,430 | -$645,711 | -4.05% | |
| Envestnet Asset Management Inc | 0.00% | 284,922 | $15,927,121 | $13,884,249 | -$2,042,872 | -12.83% | |
| Newsquare Capital Llc | 0.76% | 183,637 | $10,265,290 | $8,948,631 | -$1,316,659 | -12.83% | |
| Cetera Investment Advisers | 0.01% | 165,178 | $9,233,456 | $8,049,124 | -$1,184,332 | -12.83% | |
| Creative Financial Designs Inc | 0.40% | 149,786 | $8,373,032 | $7,299,072 | -$1,073,960 | -12.83% | |
| Jones Financial Companies Lllp | 0.00% | 136,806 | $7,494,215 | $6,666,556 | -$827,659 | -11.04% | |
| Mml Investors Services, Llc | 0.01% | 86,557 | $4,838,516 | $4,217,923 | -$620,593 | -12.83% | |
| Redstone Wealth Management, Llc | 2.95% | 88,782 | $4,709,033 | $4,326,347 | -$382,686 | -8.13% | |
| Osaic Holdings, Inc. | 0.01% | 81,777 | $4,577,529 | $3,984,993 | -$592,536 | -12.94% | |
| Prospera Financial Services Inc | 0.07% | 80,972 | $4,526,236 | $3,945,766 | -$580,470 | -12.82% | |
| Jane Street Group, Llc | 0.00% | 71,781 | $4,012,551 | $3,497,888 | -$514,663 | -12.83% | |
| Equitable Holdings, Inc. | 0.02% | 68,647 | $3,837,356 | $3,345,168 | -$492,188 | -12.83% | |
| Susquehanna International Group, Llp | 0.00% | 67,081 | $3,749,821 | $3,268,857 | -$480,964 | -12.83% | |
| Wagner Wealth Management, Corp | 2.82% | 68,006 | $3,607,038 | $3,313,932 | -$293,106 | -8.13% | |
| Truist Financial Corp | 0.00% | 65,824 | $3,491,318 | $3,207,604 | -$283,714 | -8.13% | |
| Baird Financial Group, Inc. | 0.00% | 61,337 | $3,428,732 | $2,988,952 | -$439,780 | -12.83% | |
| Stifel Financial Corp | 0.00% | 54,692 | $3,057,711 | $2,665,141 | -$392,570 | -12.84% | |
| Genesee Capital Advisors, Llc | 0.89% | 53,084 | $2,815,575 | $2,586,783 | -$228,792 | -8.13% | |
| &Partners | 0.01% | 49,478 | $2,765,814 | $2,411,063 | -$354,751 | -12.83% | |
| Greenline Wealth Management Llc | 2.02% | 44,020 | $2,460,687 | $2,145,095 | -$315,592 | -12.83% | |
| Kestra Private Wealth Services, Llc | 0.02% | 42,925 | $2,276,753 | $2,091,735 | -$185,018 | -8.13% | |
| Flow Traders U.S. Llc | 0.09% | 39,806 | $2,225,000 | $1,939,746 | -$285,254 | -12.82% | |
| Pfg Advisors | 0.11% | 39,217 | $2,080,047 | $1,911,044 | -$169,003 | -8.12% | |
| Newedge Advisors, Llc | 0.01% | 36,302 | $2,029,263 | $1,768,996 | -$260,267 | -12.83% | |
| Vista Investment Partners Ii, Llc | 0.79% | 36,958 | $1,960,252 | $1,800,963 | -$159,289 | -8.13% | |
| Sanctuary Advisors, Llc | 0.01% | 33,455 | $1,870,147 | $1,630,262 | -$239,885 | -12.83% | |
| Janney Montgomery Scott Llc | 0.00% | 29,819 | $1,667,000 | $1,453,080 | -$213,920 | -12.83% | |
| Del-Sette Capital Management, Llc | 0.89% | 28,896 | $1,532,663 | $1,408,102 | -$124,561 | -8.13% | |
| Ifp Advisors, Inc | 0.03% | 28,455 | $1,509,253 | $1,386,612 | -$122,641 | -8.13% | |
| Blueprint Financial Advisors Llc | 0.16% | 28,072 | $1,488,939 | $1,367,949 | -$120,990 | -8.13% | |
| Blueprint Investment Partners Llc | 0.12% | 28,072 | $1,488,939 | $1,367,949 | -$120,990 | -8.13% | |
| Private Advisory Group Llc | 0.08% | 25,915 | $1,448,664 | $1,262,838 | -$185,826 | -12.83% | |
| Commonwealth Equity Services, Llc | 0.00% | 27,255 | $1,445,585 | $1,328,136 | -$117,449 | -8.12% | |
| Creativeone Wealth, Llc | 0.03% | 23,150 | $1,294,083 | $1,128,100 | -$165,984 | -12.83% | |
| Bank Of America Corp | 0.00% | 20,683 | $1,156,159 | $1,007,883 | -$148,276 | -12.82% | |
| Gts Securities Llc | 0.02% | 20,475 | $1,144,553 | $997,747 | -$146,806 | -12.83% | |
| Atria Investments, Inc | 0.01% | 21,054 | $1,116,704 | $1,025,961 | -$90,743 | -8.13% | |
| Pfg Investments, Llc | 0.04% | 19,849 | $1,109,567 | $967,242 | -$142,325 | -12.83% | |
| Formidable Asset Management, Llc | 0.16% | 19,455 | $1,087,533 | $948,042 | -$139,491 | -12.83% | |
| Trueblood Wealth Management, Llc | 0.36% | 19,298 | $1,023,591 | $940,392 | -$83,199 | -8.13% | |
| Cyndeo Wealth Partners, Llc | 0.05% | 19,057 | $1,010,801 | $928,648 | -$82,153 | -8.13% |
Frequently asked questions about PIZ
Who are the largest institutional holders of PIZ?
The largest institutional holders of PIZ reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Morgan Stanley, Lpl Financial Llc, Affinity Wealth Management Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported PIZ position.
What is PIZ institutional ownership?
This page tracks PIZ positions reported by institutional investment managers through SEC Form 13F. INVESCO DORSEY WRIGHT DEVELO (PIZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PIZ?
InsiderSet currently tracks 112 institutional managers reporting PIZ 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 PIZ shareholders.
How much PIZ stock do institutions own?
Institutional investment managers disclosed approximately $571.34M in PIZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PIZ institutional ownership last updated?
The latest PIZ 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 PIZ 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 PIZ position after the reporting date.
Are institutions buying or selling PIZ?
Institutional buying and selling can be analyzed by comparing PIZ positions across consecutive 13F reporting periods. InsiderSet's PIZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PIZ ownership changes.
How has PIZ institutional ownership changed over time?
InsiderSet tracks PIZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.