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 $253.60M 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 $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 $23.70M, representing an estimated loss of -25.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
104
Total Reported Value
$253.60M
Largest Holder
Lpl Financial Llc
Largest Position
$31.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
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 | $23,700,870 | -$8,136,208 | -25.56% | |
| Wells Fargo & Company/Mn | 0.00% | 103,153 | $26,892,916 | $20,020,275 | -$6,872,641 | -25.56% | |
| Morgan Stanley | 0.00% | 86,735 | $22,612,897 | $16,833,815 | -$5,779,082 | -25.56% | |
| Ameriprise Financial Inc | 0.00% | 81,861 | $21,341,954 | $15,887,853 | -$5,454,101 | -25.56% | |
| Raymond James Financial Inc | 0.01% | 71,876 | $18,738,552 | $13,949,931 | -$4,788,621 | -25.55% | |
| Transamerica Financial Advisors, Llc | 1.41% | 63,963 | $16,675,809 | $12,414,150 | -$4,261,659 | -25.56% | |
| Janney Montgomery Scott Llc | 0.02% | 34,406 | $8,970,000 | $6,677,630 | -$2,292,370 | -25.56% | |
| Osaic Holdings, Inc. | 0.01% | 30,731 | $8,032,795 | $5,964,374 | -$2,068,421 | -25.75% | |
| Envestnet Asset Management Inc | 0.00% | 28,983 | $7,556,189 | $5,625,116 | -$1,931,073 | -25.56% | |
| Bank Of America Corp | 0.00% | 26,724 | $6,967,074 | $5,186,682 | -$1,780,392 | -25.55% | |
| Stratos Wealth Partners, Ltd. | 0.06% | 22,995 | $5,995,221 | $4,462,945 | -$1,532,276 | -25.56% | |
| Paller Financial Services Inc | 3.69% | 18,943 | $4,938,614 | $3,676,520 | -$1,262,094 | -25.56% | |
| Cetera Investment Advisers | 0.00% | 15,016 | $3,914,915 | $2,914,355 | -$1,000,560 | -25.56% | |
| Mml Investors Services, Llc | 0.01% | 13,872 | $3,616,684 | $2,692,324 | -$924,360 | -25.56% | |
| Principal Securities, Inc. | 0.04% | 13,739 | $3,581,883 | $2,666,510 | -$915,373 | -25.56% | |
| Stonex Group Inc. | 0.13% | 12,628 | $3,290,737 | $2,450,884 | -$839,853 | -25.52% | |
| Royal Bank Of Canada | 0.00% | 12,321 | $3,212,000 | $2,391,300 | -$820,700 | -25.55% | |
| Financial Management Professionals, Inc. | 0.26% | 10,682 | $2,784,896 | $2,073,198 | -$711,698 | -25.56% | |
| Private Advisor Group, Llc | 0.01% | 10,637 | $2,773,174 | $2,064,464 | -$708,710 | -25.56% | |
| American Trust | 0.19% | 9,408 | $2,452,864 | $1,825,936 | -$626,928 | -25.56% | |
| Two Sigma Investments, Lp | 0.00% | 9,100 | $2,372,454 | $1,766,158 | -$606,296 | -25.56% | |
| Independent Financial Group, Llc | 0.04% | 7,946 | $2,071,595 | $1,542,186 | -$529,409 | -25.56% | |
| Jones Financial Companies Lllp | 0.00% | 8,205 | $2,046,137 | $1,592,453 | -$453,684 | -22.17% | |
| Stonebridge Financial Planning Group, Llc | 0.61% | 7,324 | $1,909,305 | $1,421,466 | -$487,839 | -25.55% | |
| Farther Finance Advisors, Llc | 0.01% | 7,231 | $1,885,188 | $1,403,416 | -$481,772 | -25.56% | |
| Alphacore Capital Llc | 0.03% | 6,863 | $1,789,247 | $1,331,994 | -$457,253 | -25.56% | |
| Genesee Capital Advisors, Llc | 0.51% | 6,233 | $1,625,120 | $1,209,721 | -$415,399 | -25.56% | |
| Ubs Group Ag | 0.00% | 6,093 | $1,588,500 | $1,182,550 | -$405,950 | -25.56% | |
| Belpointe Asset Management Llc | 0.05% | 6,029 | $1,571,912 | $1,170,128 | -$401,784 | -25.56% | |
| Kestra Advisory Services, Llc | 0.00% | 5,922 | $1,543,964 | $1,149,361 | -$394,603 | -25.56% | |
| Gwn Securities Inc. | 0.26% | 5,872 | $1,530,944 | $1,139,657 | -$391,287 | -25.56% | |
| J.W. Cole Advisors, Inc. | 0.02% | 5,288 | $1,378,643 | $1,026,312 | -$352,331 | -25.56% | |
| Noble Family Wealth, Llc | 0.21% | 4,594 | $1,197,699 | $891,619 | -$306,080 | -25.56% | |
| Susquehanna International Group, Llp | 0.00% | 4,568 | $1,190,920 | $886,573 | -$304,347 | -25.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,956 | $1,031,445 | $767,794 | -$263,651 | -25.56% | |
| Fagan Associates, Inc. | 0.12% | 3,696 | $963,591 | $717,332 | -$246,259 | -25.56% | |
| &Partners | 0.00% | 3,723 | $947,852 | $722,572 | -$225,280 | -23.77% | |
| Schmidt P J Investment Management Inc | 0.14% | 3,544 | $923,899 | $687,831 | -$236,068 | -25.55% | |
| Cibc World Market Inc. | 0.00% | 3,441 | $897,100 | $667,841 | -$229,259 | -25.56% | |
| Trueblood Wealth Management, Llc | 0.30% | 3,341 | $871,119 | $648,432 | -$222,687 | -25.56% | |
| Quadrature Capital Ltd | 0.01% | 3,225 | $840,787 | $625,919 | -$214,868 | -25.56% | |
| Advisory Services Network, Llc | 0.01% | 3,217 | $838,694 | $624,366 | -$214,328 | -25.55% | |
| Sowell Financial Services Llc | 0.03% | 3,160 | $823,841 | $613,303 | -$210,538 | -25.56% | |
| Carr Financial Group Corp | 0.17% | 2,841 | $740,611 | $551,391 | -$189,220 | -25.55% | |
| Nova Wealth Management, Inc. | 0.39% | 2,740 | $714,352 | $531,788 | -$182,564 | -25.56% | |
| Newedge Advisors, Llc | 0.00% | 2,650 | $691,054 | $514,321 | -$176,733 | -25.57% | |
| Larson Financial Group Llc | 0.02% | 2,644 | $689,315 | $513,156 | -$176,159 | -25.56% | |
| Plan Group Financial, Llc | 0.14% | 2,600 | $677,844 | $504,617 | -$173,227 | -25.56% | |
| Founders Financial Securities Llc | 0.03% | 2,526 | $658,552 | $490,254 | -$168,298 | -25.56% | |
| D. E. Shaw & Co., Inc. | 0.00% | 2,432 | $634,045 | $472,011 | -$162,034 | -25.56% |
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.