INVESCO DORSEY WRIGHT INDUS (PRN) Top Institutional Shareholders
INVESCO DORSEY WRIGHT INDUS (PRN) 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 $168.21M in PRN holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PRN tracked by InsiderSet, reporting ownership valued at approximately $22.71M 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 $29.26M, representing an estimated gain of +28.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed PRN value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wells Fargo & Company/Mn, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT INDUS (PRN).
This page ranks the largest institutional PRN 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
82
Total Reported Value
$168.21M
Largest Holder
Lpl Financial Llc
Largest Position
$22.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 116,735 | $22,708,683 | $29,259,955 | +$6,551,272 | +28.85% | |
| Wells Fargo & Company/Mn | 0.00% | 107,463 | $20,905,034 | $26,935,902 | +$6,030,868 | +28.85% | |
| Morgan Stanley | 0.00% | 72,346 | $14,073,805 | $18,133,727 | +$4,059,922 | +28.85% | |
| Raymond James Financial Inc | 0.00% | 71,545 | $13,917,745 | $17,932,955 | +$4,015,210 | +28.85% | |
| Transamerica Financial Advisors, Llc | 1.17% | 70,576 | $13,729,302 | $17,690,072 | +$3,960,770 | +28.85% | |
| Ameriprise Financial Inc | 0.00% | 69,167 | $13,456,743 | $17,336,902 | +$3,880,159 | +28.83% | |
| Envestnet Asset Management Inc | 0.00% | 28,986 | $5,638,730 | $7,265,422 | +$1,626,692 | +28.85% | |
| Bank Of America Corp | 0.00% | 27,879 | $5,423,245 | $6,987,949 | +$1,564,704 | +28.85% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 21,345 | $4,152,441 | $5,350,184 | +$1,197,743 | +28.84% | |
| Paller Financial Services Inc | 3.10% | 19,243 | $3,743,370 | $4,823,312 | +$1,079,942 | +28.85% | |
| Hightower Advisors, Llc | 0.00% | 18,102 | $3,521,337 | $4,537,317 | +$1,015,980 | +28.85% | |
| Principal Securities, Inc. | 0.04% | 15,115 | $2,940,343 | $3,788,617 | +$848,274 | +28.85% | |
| Cetera Investment Advisers | 0.00% | 14,839 | $2,886,576 | $3,719,437 | +$832,861 | +28.85% | |
| Royal Bank Of Canada | 0.00% | 14,107 | $2,744,000 | $3,535,959 | +$791,959 | +28.86% | |
| Stonex Group Inc. | 0.13% | 12,497 | $2,431,060 | $3,132,408 | +$701,348 | +28.85% | |
| Private Advisor Group, Llc | 0.01% | 11,318 | $2,201,685 | $2,836,888 | +$635,203 | +28.85% | |
| Mml Investors Services, Llc | 0.01% | 9,967 | $1,938,982 | $2,498,256 | +$559,274 | +28.84% | |
| American Trust | 0.16% | 9,035 | $1,757,581 | $2,264,648 | +$507,067 | +28.85% | |
| Gwn Securities Inc. | 0.30% | 7,996 | $1,555,637 | $2,004,220 | +$448,583 | +28.84% | |
| Ubs Group Ag | 0.00% | 7,578 | $1,474,156 | $1,899,447 | +$425,291 | +28.85% | |
| Farther Finance Advisors, Llc | 0.01% | 7,280 | $1,458,402 | $1,824,752 | +$366,350 | +25.12% | |
| Belpointe Asset Management Llc | 0.05% | 7,417 | $1,442,912 | $1,859,092 | +$416,180 | +28.84% | |
| Stonebridge Financial Planning Group, Llc | 0.50% | 6,970 | $1,355,788 | $1,747,050 | +$391,262 | +28.86% | |
| Alphacore Capital Llc | 0.03% | 6,945 | $1,351,021 | $1,740,784 | +$389,763 | +28.85% | |
| Susquehanna International Group, Llp | 0.00% | 6,341 | $1,233,524 | $1,589,389 | +$355,865 | +28.85% | |
| Genesee Capital Advisors, Llc | 0.51% | 6,233 | $1,212,604 | $1,562,319 | +$349,715 | +28.84% | |
| Osaic Holdings, Inc. | 0.00% | 6,224 | $1,211,145 | $1,560,063 | +$348,918 | +28.81% | |
| Kestra Advisory Services, Llc | 0.00% | 6,134 | $1,193,289 | $1,537,504 | +$344,215 | +28.85% | |
| Noble Family Wealth, Llc | 0.22% | 5,594 | $1,088,210 | $1,402,152 | +$313,942 | +28.85% | |
| Jones Financial Companies Lllp | 0.00% | 5,316 | $1,027,693 | $1,332,470 | +$304,777 | +29.66% | |
| J.W. Cole Advisors, Inc. | 0.03% | 5,036 | $979,670 | $1,262,288 | +$282,618 | +28.85% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,050 | $787,802 | $1,015,144 | +$227,342 | +28.86% | |
| Cibc World Market Inc. | 0.00% | 3,811 | $741,354 | $955,238 | +$213,884 | +28.85% | |
| Fagan Associates, Inc. | 0.09% | 3,474 | $675,810 | $870,768 | +$194,958 | +28.85% | |
| Schmidt P J Investment Management Inc | 0.11% | 3,454 | $671,871 | $865,755 | +$193,884 | +28.86% | |
| &Partners | 0.00% | 3,397 | $660,759 | $851,468 | +$190,709 | +28.86% | |
| Trueblood Wealth Management, Llc | 0.25% | 3,302 | $642,410 | $827,656 | +$185,246 | +28.84% | |
| Goldman Sachs Group Inc | 0.00% | 3,165 | $615,692 | $793,316 | +$177,624 | +28.85% | |
| Sowell Financial Services Llc | 0.02% | 2,965 | $576,786 | $743,186 | +$166,400 | +28.85% | |
| Nova Wealth Management, Inc. | 0.36% | 2,844 | $553,254 | $712,857 | +$159,603 | +28.85% | |
| Founders Financial Securities Llc | 0.03% | 2,530 | $545,318 | $634,152 | +$88,834 | +16.29% | |
| Advisory Services Network, Llc | 0.01% | 2,703 | $525,813 | $677,515 | +$151,702 | +28.85% | |
| Larson Financial Group Llc | 0.02% | 2,526 | $491,387 | $633,149 | +$141,762 | +28.85% | |
| D. E. Shaw & Co., Inc. | 0.00% | 2,432 | $473,101 | $609,588 | +$136,487 | +28.85% | |
| Creativeone Wealth, Llc | 0.01% | 2,376 | $462,211 | $595,551 | +$133,340 | +28.85% | |
| Sound Income Strategies, Llc | 0.02% | 2,164 | $433,514 | $542,413 | +$108,899 | +25.12% | |
| Wealthbridge Capital Management, Llc | 0.08% | 1,780 | $346,200 | $446,162 | +$99,962 | +28.87% | |
| Silver Oak Securities, Incorporated | 0.03% | 1,767 | $343,724 | $442,903 | +$99,179 | +28.85% | |
| Uptick Partners, Llc | 0.07% | 1,729 | $336,345 | $433,379 | +$97,034 | +28.85% | |
| Western Wealth Management, Llc | 0.01% | 1,618 | $314,753 | $405,556 | +$90,803 | +28.85% |
Frequently asked questions about PRN
Who owns the most PRN stock?
The largest holders of PRN 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 INDUS (PRN).
Is PRN widely held by superinvestors?
Many widely followed stocks like PRN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PRN 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.