INVESCO DORSEY WRIGHT DEVELO (PIZ) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $498.94M 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 $126.39M, representing an estimated gain of +13.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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
101
Total Reported Value
$498.94M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$111.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
111
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 | $126,392,356 | +$15,171,572 | +13.64% | |
| Morgan Stanley | 0.00% | 1,085,573 | $53,757,609 | $61,090,621 | +$7,333,012 | +13.64% | |
| Affinity Wealth Management Llc | 6.33% | 844,684 | $41,828,752 | $47,534,592 | +$5,705,840 | +13.64% | |
| Lpl Financial Llc | 0.01% | 675,814 | $33,466,301 | $38,031,433 | +$4,565,132 | +13.64% | |
| Royal Bank Of Canada | 0.01% | 612,716 | $30,342,000 | $34,480,593 | +$4,138,593 | +13.64% | |
| Ubs Group Ag | 0.00% | 486,865 | $24,109,555 | $27,398,328 | +$3,288,773 | +13.64% | |
| Axiom Financial Strategies, Llc | 6.97% | 399,835 | $19,799,817 | $22,500,715 | +$2,700,898 | +13.64% | |
| Raymond James Financial Inc | 0.01% | 387,094 | $19,168,871 | $21,783,715 | +$2,614,844 | +13.64% | |
| Creative Financial Designs Inc | 1.03% | 342,692 | $16,970,126 | $19,284,992 | +$2,314,866 | +13.64% | |
| Systelligence, Llc | 3.23% | 335,145 | $16,596,380 | $18,860,285 | +$2,263,905 | +13.64% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 317,195 | $15,953,323 | $17,850,149 | +$1,896,826 | +11.89% | |
| Envestnet Asset Management Inc | 0.00% | 283,135 | $14,020,824 | $15,933,422 | +$1,912,598 | +13.64% | |
| Newsquare Capital Llc | 0.81% | 187,285 | $9,274,353 | $10,539,463 | +$1,265,110 | +13.64% | |
| Cetera Investment Advisers | 0.01% | 146,141 | $7,236,887 | $8,224,085 | +$987,198 | +13.64% | |
| Nbc Securities, Inc. | 0.37% | 98,272 | $4,866,448 | $5,530,257 | +$663,809 | +13.64% | |
| Prospera Financial Services Inc | 0.07% | 91,519 | $4,531,842 | $5,150,232 | +$618,390 | +13.65% | |
| Jane Street Group, Llc | 0.00% | 84,813 | $4,199,940 | $4,772,852 | +$572,912 | +13.64% | |
| Del-Sette Capital Management, Llc | 2.23% | 75,410 | $3,734,303 | $4,243,698 | +$509,395 | +13.64% | |
| Jones Financial Companies Lllp | 0.00% | 77,480 | $3,697,894 | $4,360,187 | +$662,293 | +17.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 65,861 | $3,261,450 | $3,706,328 | +$444,878 | +13.64% | |
| Redstone Wealth Management, Llc | 2.55% | 64,576 | $3,197,804 | $3,634,014 | +$436,210 | +13.64% | |
| Wagner Wealth Management, Corp | 2.73% | 61,442 | $3,042,608 | $3,457,649 | +$415,041 | +13.64% | |
| Stifel Financial Corp | 0.00% | 61,308 | $3,035,728 | $3,450,108 | +$414,380 | +13.65% | |
| Mml Investors Services, Llc | 0.01% | 57,853 | $2,864,875 | $3,255,678 | +$390,803 | +13.64% | |
| Equitable Holdings, Inc. | 0.02% | 57,196 | $2,801,620 | $3,218,705 | +$417,085 | +14.89% | |
| Truist Financial Corp | 0.00% | 54,280 | $2,687,965 | $3,054,607 | +$366,642 | +13.64% | |
| Kestra Private Wealth Services, Llc | 0.03% | 43,486 | $2,153,432 | $2,447,175 | +$293,743 | +13.64% | |
| Hightower Advisors, Llc | 0.00% | 41,116 | $2,036,064 | $2,313,803 | +$277,739 | +13.64% | |
| &Partners | 0.01% | 41,110 | $2,035,767 | $2,313,465 | +$277,698 | +13.64% | |
| Private Advisory Group Llc | 0.13% | 38,985 | $1,930,537 | $2,193,881 | +$263,344 | +13.64% | |
| Greenline Wealth Management Llc | 2.10% | 36,734 | $1,819,058 | $2,067,206 | +$248,148 | +13.64% | |
| Blueprint Financial Advisors Llc | 0.27% | 36,704 | $1,817,582 | $2,065,518 | +$247,936 | +13.64% | |
| Blueprint Investment Partners Llc | 0.19% | 36,704 | $1,817,582 | $2,065,518 | +$247,936 | +13.64% | |
| Genesee Capital Advisors, Llc | 0.71% | 34,317 | $1,699,354 | $1,931,189 | +$231,835 | +13.64% | |
| Pfg Advisors | 0.08% | 33,477 | $1,657,790 | $1,883,918 | +$226,128 | +13.64% | |
| Sanctuary Advisors, Llc | 0.01% | 25,055 | $1,240,724 | $1,409,970 | +$169,246 | +13.64% | |
| Osaic Holdings, Inc. | 0.00% | 24,539 | $1,215,067 | $1,380,932 | +$165,865 | +13.65% | |
| Creativeone Wealth, Llc | 0.03% | 22,936 | $1,135,791 | $1,290,723 | +$154,932 | +13.64% | |
| Cyndeo Wealth Partners, Llc | 0.05% | 20,912 | $1,035,564 | $1,176,823 | +$141,259 | +13.64% | |
| Rivertree Advisors, Llc | 0.65% | 20,871 | $1,033,532 | $1,174,516 | +$140,984 | +13.64% | |
| Bank Of America Corp | 0.00% | 20,766 | $1,028,332 | $1,168,607 | +$140,275 | +13.64% | |
| Trueblood Wealth Management, Llc | 0.38% | 19,502 | $965,725 | $1,097,475 | +$131,750 | +13.64% | |
| Formidable Asset Management, Llc | 0.14% | 19,100 | $935,571 | $1,074,853 | +$139,282 | +14.89% | |
| Pfg Investments, Llc | 0.04% | 18,443 | $913,282 | $1,037,880 | +$124,598 | +13.64% | |
| Independent Advisor Alliance | 0.01% | 17,014 | $842,515 | $957,463 | +$114,948 | +13.64% | |
| Citigroup Inc | 0.00% | 16,127 | $798,616 | $907,547 | +$108,931 | +13.64% | |
| Advisory Services Network, Llc | 0.01% | 15,210 | $753,224 | $855,943 | +$102,719 | +13.64% | |
| Citadel Advisors Llc | 0.00% | 15,114 | $748,445 | $850,540 | +$102,095 | +13.64% | |
| Steinberganna Wealth Management | 0.34% | 14,115 | $698,988 | $794,322 | +$95,334 | +13.64% | |
| Petra Financial Advisors Inc | 0.42% | 13,757 | $681,228 | $774,175 | +$92,947 | +13.64% |
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.