INVESCO DORSEY WRIGHT INDUS (PRN) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $182.96M 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 $25.77M, representing an estimated gain of +13.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
95
Total Reported Value
$182.96M
Largest Holder
Lpl Financial Llc
Largest Position
$22.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
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 | $25,770,185 | +$3,061,502 | +13.48% | |
| Wells Fargo & Company/Mn | 0.00% | 107,463 | $20,905,034 | $23,723,317 | +$2,818,283 | +13.48% | |
| Morgan Stanley | 0.00% | 72,346 | $14,073,805 | $15,970,958 | +$1,897,153 | +13.48% | |
| Raymond James Financial Inc | 0.00% | 71,545 | $13,917,745 | $15,794,131 | +$1,876,386 | +13.48% | |
| Transamerica Financial Advisors, Llc | 1.17% | 70,576 | $13,729,302 | $15,580,217 | +$1,850,915 | +13.48% | |
| Ameriprise Financial Inc | 0.00% | 69,167 | $13,456,743 | $15,269,169 | +$1,812,426 | +13.47% | |
| Envestnet Asset Management Inc | 0.00% | 28,983 | $7,556,189 | $6,398,229 | -$1,157,960 | -15.32% | |
| Bank Of America Corp | 0.00% | 27,879 | $5,423,245 | $6,154,512 | +$731,267 | +13.48% | |
| Paller Financial Services Inc | 3.69% | 18,943 | $4,938,614 | $4,181,819 | -$756,795 | -15.32% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 21,345 | $4,152,441 | $4,712,080 | +$559,639 | +13.48% | |
| Hightower Advisors, Llc | 0.00% | 18,102 | $3,521,337 | $3,996,161 | +$474,824 | +13.48% | |
| Principal Securities, Inc. | 0.04% | 15,115 | $2,940,343 | $3,336,757 | +$396,414 | +13.48% | |
| Cetera Investment Advisers | 0.00% | 14,839 | $2,886,576 | $3,275,828 | +$389,252 | +13.48% | |
| Financial Management Professionals, Inc. | 0.26% | 10,682 | $2,784,896 | $2,358,137 | -$426,759 | -15.32% | |
| Private Advisor Group, Llc | 0.01% | 10,637 | $2,773,174 | $2,348,203 | -$424,971 | -15.32% | |
| Royal Bank Of Canada | 0.00% | 14,107 | $2,744,000 | $3,114,233 | +$370,233 | +13.49% | |
| Stonex Group Inc. | 0.13% | 12,497 | $2,431,060 | $2,758,813 | +$327,753 | +13.48% | |
| Independent Financial Group, Llc | 0.04% | 7,946 | $2,071,595 | $1,754,143 | -$317,452 | -15.32% | |
| Mml Investors Services, Llc | 0.01% | 9,967 | $1,938,982 | $2,200,295 | +$261,313 | +13.48% | |
| Stonebridge Financial Planning Group, Llc | 0.61% | 7,324 | $1,909,305 | $1,616,832 | -$292,473 | -15.32% | |
| Farther Finance Advisors, Llc | 0.01% | 7,231 | $1,885,188 | $1,596,301 | -$288,887 | -15.32% | |
| American Trust | 0.16% | 9,035 | $1,757,581 | $1,994,549 | +$236,968 | +13.48% | |
| Belpointe Asset Management Llc | 0.05% | 6,029 | $1,571,912 | $1,330,950 | -$240,962 | -15.33% | |
| Gwn Securities Inc. | 0.30% | 7,996 | $1,555,637 | $1,765,181 | +$209,544 | +13.47% | |
| Kestra Advisory Services, Llc | 0.00% | 5,922 | $1,543,964 | $1,307,329 | -$236,635 | -15.33% | |
| Ubs Group Ag | 0.00% | 7,578 | $1,474,156 | $1,672,904 | +$198,748 | +13.48% | |
| J.W. Cole Advisors, Inc. | 0.02% | 5,288 | $1,378,643 | $1,167,368 | -$211,275 | -15.32% | |
| Alphacore Capital Llc | 0.03% | 6,945 | $1,351,021 | $1,533,164 | +$182,143 | +13.48% | |
| Susquehanna International Group, Llp | 0.00% | 6,341 | $1,233,524 | $1,399,826 | +$166,302 | +13.48% | |
| Genesee Capital Advisors, Llc | 0.51% | 6,233 | $1,212,604 | $1,375,985 | +$163,381 | +13.47% | |
| Osaic Holdings, Inc. | 0.00% | 6,224 | $1,211,145 | $1,373,998 | +$162,853 | +13.45% | |
| Noble Family Wealth, Llc | 0.22% | 5,594 | $1,088,210 | $1,234,920 | +$146,710 | +13.48% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,956 | $1,031,445 | $873,319 | -$158,126 | -15.33% | |
| Jones Financial Companies Lllp | 0.00% | 5,316 | $1,027,693 | $1,173,550 | +$145,857 | +14.19% | |
| Schmidt P J Investment Management Inc | 0.14% | 3,544 | $923,899 | $782,366 | -$141,533 | -15.32% | |
| Trueblood Wealth Management, Llc | 0.30% | 3,341 | $871,119 | $737,552 | -$133,567 | -15.33% | |
| Sowell Financial Services Llc | 0.03% | 3,160 | $823,841 | $697,595 | -$126,246 | -15.32% | |
| Cibc World Market Inc. | 0.00% | 3,811 | $741,354 | $841,309 | +$99,955 | +13.48% | |
| Nova Wealth Management, Inc. | 0.39% | 2,740 | $714,352 | $604,877 | -$109,475 | -15.33% | |
| Plan Group Financial, Llc | 0.14% | 2,600 | $677,844 | $573,971 | -$103,873 | -15.32% | |
| Fagan Associates, Inc. | 0.09% | 3,474 | $675,810 | $766,913 | +$91,103 | +13.48% | |
| &Partners | 0.00% | 3,397 | $660,759 | $749,915 | +$89,156 | +13.49% | |
| Founders Financial Securities Llc | 0.03% | 2,526 | $658,552 | $557,635 | -$100,917 | -15.32% | |
| Goldman Sachs Group Inc | 0.00% | 3,165 | $615,692 | $698,699 | +$83,007 | +13.48% | |
| Advisory Services Network, Llc | 0.01% | 2,703 | $525,813 | $596,709 | +$70,896 | +13.48% | |
| Leelyn Smith, Llc | 0.06% | 1,990 | $518,811 | $439,308 | -$79,503 | -15.32% | |
| Sound Income Strategies, Llc | 0.02% | 1,981 | $516,465 | $437,322 | -$79,143 | -15.32% | |
| Larson Financial Group Llc | 0.02% | 2,526 | $491,387 | $557,635 | +$66,248 | +13.48% | |
| D. E. Shaw & Co., Inc. | 0.00% | 2,432 | $473,101 | $536,883 | +$63,782 | +13.48% | |
| Wealthbridge Capital Management, Llc | 0.09% | 1,780 | $463,973 | $392,949 | -$71,024 | -15.31% |
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.