PRN Institutional Ownership & Shareholders
INVESCO DORSEY WRIGHT INDUS (PRN) is currently held by 100 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $246.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PRN tracked by InsiderSet, reporting ownership valued at approximately $31.84M 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 $23.75M, representing an estimated loss of -25.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
100
Total Reported Value
$246.77M
Largest Holder
Lpl Financial Llc
Largest Position
$31.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
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% | 122,117 | $31,837,078 | $23,753,674 | -$8,083,404 | -25.39% | |
| Wells Fargo & Company/Mn | 0.00% | 103,153 | $26,892,916 | $20,064,878 | -$6,828,038 | -25.39% | |
| Morgan Stanley | 0.00% | 86,735 | $22,612,897 | $16,871,319 | -$5,741,578 | -25.39% | |
| Ameriprise Financial Inc | 0.00% | 81,861 | $21,341,954 | $15,923,250 | -$5,418,704 | -25.39% | |
| Raymond James Financial Inc | 0.01% | 71,876 | $18,738,552 | $13,981,010 | -$4,757,542 | -25.39% | |
| Transamerica Financial Advisors, Llc | 1.41% | 63,963 | $16,675,809 | $12,441,808 | -$4,234,001 | -25.39% | |
| Janney Montgomery Scott Llc | 0.02% | 34,406 | $8,970,000 | $6,692,507 | -$2,277,493 | -25.39% | |
| Osaic Holdings, Inc. | 0.01% | 30,731 | $8,032,795 | $5,977,662 | -$2,055,133 | -25.58% | |
| Envestnet Asset Management Inc | 0.00% | 28,983 | $7,556,189 | $5,637,649 | -$1,918,540 | -25.39% | |
| Bank Of America Corp | 0.00% | 26,724 | $6,967,074 | $5,198,238 | -$1,768,836 | -25.39% | |
| Stratos Wealth Partners, Ltd. | 0.06% | 22,995 | $5,995,221 | $4,472,889 | -$1,522,332 | -25.39% | |
| Cetera Investment Advisers | 0.00% | 15,016 | $3,914,915 | $2,920,848 | -$994,067 | -25.39% | |
| Paller Financial Services Inc | 2.95% | 19,455 | $3,848,973 | $3,784,303 | -$64,670 | -1.68% | |
| Mml Investors Services, Llc | 0.01% | 13,872 | $3,616,684 | $2,698,322 | -$918,362 | -25.39% | |
| Principal Securities, Inc. | 0.04% | 13,739 | $3,581,883 | $2,672,451 | -$909,432 | -25.39% | |
| Stonex Group Inc. | 0.13% | 12,628 | $3,290,737 | $2,456,344 | -$834,393 | -25.36% | |
| Royal Bank Of Canada | 0.00% | 12,321 | $3,212,000 | $2,396,628 | -$815,372 | -25.39% | |
| Concurrent Investment Advisors, Llc | 0.02% | 14,862 | $2,940,349 | $2,890,892 | -$49,457 | -1.68% | |
| Private Advisor Group, Llc | 0.01% | 10,637 | $2,773,174 | $2,069,064 | -$704,110 | -25.39% | |
| American Trust | 0.19% | 9,408 | $2,452,864 | $1,830,004 | -$622,860 | -25.39% | |
| Two Sigma Investments, Lp | 0.00% | 9,100 | $2,372,454 | $1,770,093 | -$602,361 | -25.39% | |
| Jones Financial Companies Lllp | 0.00% | 8,205 | $2,046,137 | $1,596,001 | -$450,136 | -22.00% | |
| Stonebridge Financial Planning Group, Llc | 0.61% | 7,324 | $1,909,305 | $1,424,633 | -$484,672 | -25.38% | |
| Alphacore Capital Llc | 0.03% | 6,863 | $1,789,247 | $1,334,961 | -$454,286 | -25.39% | |
| Ubs Group Ag | 0.00% | 6,093 | $1,588,500 | $1,185,184 | -$403,316 | -25.39% | |
| Belpointe Asset Management Llc | 0.05% | 6,029 | $1,571,912 | $1,172,735 | -$399,177 | -25.39% | |
| Gwn Securities Inc. | 0.26% | 5,872 | $1,530,944 | $1,142,196 | -$388,748 | -25.39% | |
| Farther Finance Advisors, Llc | 0.01% | 7,044 | $1,393,584 | $1,370,169 | -$23,415 | -1.68% | |
| J.W. Cole Advisors, Inc. | 0.02% | 5,288 | $1,378,643 | $1,028,599 | -$350,044 | -25.39% | |
| Genesee Capital Advisors, Llc | 0.39% | 6,233 | $1,233,227 | $1,212,416 | -$20,811 | -1.69% | |
| Kestra Advisory Services, Llc | 0.00% | 6,094 | $1,205,670 | $1,185,379 | -$20,291 | -1.68% | |
| Susquehanna International Group, Llp | 0.00% | 4,568 | $1,190,920 | $888,548 | -$302,372 | -25.39% | |
| &Partners | 0.00% | 3,723 | $947,852 | $724,182 | -$223,670 | -23.60% | |
| Noble Family Wealth, Llc | 0.16% | 4,594 | $908,876 | $893,605 | -$15,271 | -1.68% | |
| Cibc World Market Inc. | 0.00% | 3,441 | $897,100 | $669,329 | -$227,771 | -25.39% | |
| Quadrature Capital Ltd | 0.01% | 3,225 | $840,787 | $627,313 | -$213,474 | -25.39% | |
| Advisory Services Network, Llc | 0.01% | 3,217 | $838,694 | $625,757 | -$212,937 | -25.39% | |
| Fagan Associates, Inc. | 0.09% | 4,008 | $792,949 | $779,619 | -$13,330 | -1.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,771 | $746,091 | $733,519 | -$12,572 | -1.69% | |
| Carr Financial Group Corp | 0.17% | 2,841 | $740,611 | $552,619 | -$187,992 | -25.38% | |
| Schmidt P J Investment Management Inc | 0.11% | 3,718 | $735,527 | $723,209 | -$12,318 | -1.67% | |
| Nova Wealth Management, Inc. | 0.39% | 2,740 | $714,352 | $532,973 | -$181,379 | -25.39% | |
| Newedge Advisors, Llc | 0.00% | 2,650 | $691,054 | $515,467 | -$175,587 | -25.41% | |
| Larson Financial Group Llc | 0.02% | 2,644 | $689,315 | $514,300 | -$175,015 | -25.39% | |
| Trueblood Wealth Management, Llc | 0.24% | 3,380 | $668,766 | $657,463 | -$11,303 | -1.69% | |
| D. E. Shaw & Co., Inc. | 0.00% | 2,432 | $634,045 | $473,062 | -$160,983 | -25.39% | |
| Sowell Financial Services Llc | 0.02% | 3,160 | $625,174 | $614,670 | -$10,504 | -1.68% | |
| Creativeone Wealth, Llc | 0.01% | 2,376 | $619,451 | $462,169 | -$157,282 | -25.39% | |
| Stifel Financial Corp | 0.00% | 2,232 | $581,903 | $434,159 | -$147,744 | -25.39% | |
| Signal Advisors Wealth, Llc | 0.02% | 2,736 | $541,280 | $532,195 | -$9,085 | -1.68% |
Frequently asked questions about PRN
Who are the largest institutional holders of PRN?
The largest institutional holders of PRN reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wells Fargo & Company/Mn, Morgan Stanley, Ameriprise Financial Inc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported PRN position.
What is PRN institutional ownership?
This page tracks PRN positions reported by institutional investment managers through SEC Form 13F. INVESCO DORSEY WRIGHT INDUS (PRN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRN?
InsiderSet currently tracks 100 institutional managers reporting PRN 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 PRN shareholders.
How much PRN stock do institutions own?
Institutional investment managers disclosed approximately $246.77M in PRN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRN institutional ownership last updated?
The latest PRN 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 PRN 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 PRN position after the reporting date.
Are institutions buying or selling PRN?
Institutional buying and selling can be analyzed by comparing PRN positions across consecutive 13F reporting periods. InsiderSet's PRN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRN ownership changes.
How has PRN institutional ownership changed over time?
InsiderSet tracks PRN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.