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 $575.71M 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 $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 $103.73M, representing an estimated loss of -5.68% 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
$575.71M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$109.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
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 | $103,732,852 | -$6,246,373 | -5.68% | |
| Morgan Stanley | 0.00% | 1,193,152 | $66,697,100 | $62,908,939 | -$3,788,161 | -5.68% | |
| Lpl Financial Llc | 0.01% | 966,882 | $54,048,598 | $50,978,853 | -$3,069,745 | -5.68% | |
| Affinity Wealth Management Llc | 6.12% | 849,910 | $47,509,864 | $44,811,505 | -$2,698,359 | -5.68% | |
| Royal Bank Of Canada | 0.01% | 648,239 | $36,236,000 | $34,178,401 | -$2,057,599 | -5.68% | |
| Raymond James Financial Inc | 0.01% | 484,715 | $27,095,538 | $25,556,598 | -$1,538,940 | -5.68% | |
| Axiom Financial Strategies, Llc | 7.14% | 407,770 | $22,794,324 | $21,499,673 | -$1,294,651 | -5.68% | |
| Ubs Group Ag | 0.00% | 345,711 | $19,325,245 | $18,227,612 | -$1,097,633 | -5.68% | |
| Systelligence, Llc | 3.13% | 335,628 | $18,761,572 | $17,695,986 | -$1,065,586 | -5.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 313,971 | $16,957,586 | $16,554,121 | -$403,465 | -2.38% | |
| Envestnet Asset Management Inc | 0.00% | 284,922 | $15,927,121 | $15,022,512 | -$904,609 | -5.68% | |
| Newsquare Capital Llc | 0.76% | 183,637 | $10,265,290 | $9,682,261 | -$583,029 | -5.68% | |
| Cetera Investment Advisers | 0.01% | 165,178 | $9,233,456 | $8,709,010 | -$524,446 | -5.68% | |
| Creative Financial Designs Inc | 0.40% | 149,786 | $8,373,032 | $7,897,467 | -$475,565 | -5.68% | |
| Jones Financial Companies Lllp | 0.00% | 136,806 | $7,494,215 | $7,213,096 | -$281,119 | -3.75% | |
| Mml Investors Services, Llc | 0.01% | 86,557 | $4,838,516 | $4,563,718 | -$274,798 | -5.68% | |
| Redstone Wealth Management, Llc | 3.09% | 84,712 | $4,735,393 | $4,466,440 | -$268,953 | -5.68% | |
| Osaic Holdings, Inc. | 0.01% | 81,777 | $4,577,529 | $4,311,692 | -$265,837 | -5.81% | |
| Prospera Financial Services Inc | 0.07% | 80,972 | $4,526,236 | $4,269,249 | -$256,987 | -5.68% | |
| Jane Street Group, Llc | 0.00% | 71,781 | $4,012,551 | $3,784,653 | -$227,898 | -5.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,871 | $3,905,790 | $3,683,948 | -$221,842 | -5.68% | |
| Equitable Holdings, Inc. | 0.02% | 68,647 | $3,837,356 | $3,619,413 | -$217,943 | -5.68% | |
| Susquehanna International Group, Llp | 0.00% | 67,081 | $3,749,821 | $3,536,846 | -$212,975 | -5.68% | |
| Wagner Wealth Management, Corp | 2.83% | 62,710 | $3,505,483 | $3,306,385 | -$199,098 | -5.68% | |
| Truist Financial Corp | 0.00% | 61,747 | $3,451,649 | $3,255,611 | -$196,038 | -5.68% | |
| Baird Financial Group, Inc. | 0.00% | 61,337 | $3,428,732 | $3,233,993 | -$194,739 | -5.68% | |
| Stifel Financial Corp | 0.00% | 54,692 | $3,057,711 | $2,883,636 | -$174,075 | -5.69% | |
| Genesee Capital Advisors, Llc | 0.94% | 53,585 | $2,995,396 | $2,825,269 | -$170,127 | -5.68% | |
| &Partners | 0.01% | 49,478 | $2,765,814 | $2,608,728 | -$157,086 | -5.68% | |
| Greenline Wealth Management Llc | 2.02% | 44,020 | $2,460,687 | $2,320,955 | -$139,733 | -5.68% | |
| Kestra Private Wealth Services, Llc | 0.03% | 42,595 | $2,381,041 | $2,245,821 | -$135,220 | -5.68% | |
| Flow Traders U.S. Llc | 0.09% | 39,806 | $2,225,000 | $2,098,771 | -$126,229 | -5.67% | |
| Pfg Advisors | 0.10% | 36,657 | $2,049,111 | $1,932,740 | -$116,371 | -5.68% | |
| Blueprint Financial Advisors Llc | 0.23% | 36,573 | $2,044,427 | $1,928,311 | -$116,116 | -5.68% | |
| Blueprint Investment Partners Llc | 0.17% | 36,573 | $2,044,427 | $1,928,311 | -$116,116 | -5.68% | |
| Newedge Advisors, Llc | 0.01% | 36,302 | $2,029,263 | $1,914,023 | -$115,240 | -5.68% | |
| Sanctuary Advisors, Llc | 0.01% | 33,455 | $1,870,147 | $1,763,915 | -$106,232 | -5.68% | |
| Vista Investment Partners Ii, Llc | 0.70% | 32,122 | $1,795,588 | $1,693,632 | -$101,956 | -5.68% | |
| Janney Montgomery Scott Llc | 0.00% | 29,819 | $1,667,000 | $1,572,207 | -$94,793 | -5.69% | |
| Private Advisory Group Llc | 0.08% | 25,915 | $1,448,664 | $1,366,368 | -$82,296 | -5.68% | |
| Del-Sette Capital Management, Llc | 0.79% | 24,320 | $1,359,486 | $1,282,272 | -$77,214 | -5.68% | |
| Creativeone Wealth, Llc | 0.03% | 23,150 | $1,294,083 | $1,220,584 | -$73,499 | -5.68% | |
| Bank Of America Corp | 0.00% | 20,683 | $1,156,159 | $1,090,511 | -$65,648 | -5.68% | |
| Cyndeo Wealth Partners, Llc | 0.05% | 20,629 | $1,153,153 | $1,087,664 | -$65,489 | -5.68% | |
| Gts Securities Llc | 0.02% | 20,475 | $1,144,553 | $1,079,544 | -$65,009 | -5.68% | |
| Trueblood Wealth Management, Llc | 0.39% | 19,979 | $1,116,832 | $1,053,393 | -$63,439 | -5.68% | |
| Pfg Investments, Llc | 0.04% | 19,849 | $1,109,567 | $1,046,539 | -$63,028 | -5.68% | |
| Formidable Asset Management, Llc | 0.15% | 19,642 | $972,672 | $1,035,624 | +$62,952 | +6.47% | |
| Citigroup Inc | 0.00% | 15,684 | $876,760 | $826,939 | -$49,821 | -5.68% | |
| Rivertree Advisors, Llc | 0.51% | 15,374 | $859,405 | $810,594 | -$48,811 | -5.68% |
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.