INVESCO DORSEY WRIGHT TECH (PTF) Institutional Shareholders
INVESCO DORSEY WRIGHT TECH (PTF) 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 $418.84M in PTF holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PTF tracked by InsiderSet, reporting ownership valued at approximately $79.07M 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 $57.89M, representing an estimated loss of -26.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed PTF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT TECH (PTF).
This page ranks the largest institutional PTF 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
135
Total Reported Value
$418.84M
Largest Holder
Lpl Financial Llc
Largest Position
$79.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
150
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 580,110 | $79,074,802 | $57,894,978 | -$21,179,824 | -26.78% | |
| Morgan Stanley | 0.00% | 372,139 | $50,726,451 | $37,139,472 | -$13,586,979 | -26.78% | |
| Bank Of America Corp | 0.00% | 235,626 | $32,118,150 | $23,515,475 | -$8,602,675 | -26.78% | |
| Ameriprise Financial Inc | 0.00% | 164,130 | $22,372,583 | $16,380,174 | -$5,992,409 | -26.78% | |
| Raymond James Financial Inc | 0.01% | 147,131 | $20,055,396 | $14,683,674 | -$5,371,722 | -26.78% | |
| Transamerica Financial Advisors, Llc | 1.30% | 112,590 | $15,347,167 | $11,236,482 | -$4,110,685 | -26.78% | |
| Two Sigma Investments, Lp | 0.01% | 101,200 | $13,794,572 | $10,099,760 | -$3,694,812 | -26.78% | |
| Royal Bank Of Canada | 0.00% | 100,710 | $13,728,000 | $10,050,858 | -$3,677,142 | -26.79% | |
| Wells Fargo & Company/Mn | 0.00% | 99,912 | $13,619,082 | $9,971,218 | -$3,647,864 | -26.78% | |
| Janney Montgomery Scott Llc | 0.02% | 69,804 | $9,515,000 | $6,966,439 | -$2,548,561 | -26.78% | |
| Paller Financial Services Inc | 6.75% | 66,271 | $9,033,400 | $6,613,846 | -$2,419,554 | -26.78% | |
| Osaic Holdings, Inc. | 0.01% | 54,561 | $7,437,472 | $5,445,188 | -$1,992,284 | -26.79% | |
| Theory Financial Llc | 2.12% | 49,392 | $6,732,624 | $4,929,322 | -$1,803,302 | -26.78% | |
| Ubs Group Ag | 0.00% | 43,013 | $5,863,102 | $4,292,697 | -$1,570,405 | -26.78% | |
| Cetera Investment Advisers | 0.00% | 38,533 | $5,252,423 | $3,845,593 | -$1,406,830 | -26.78% | |
| Merit Financial Group, Llc | 0.03% | 38,506 | $5,248,719 | $3,842,899 | -$1,405,820 | -26.78% | |
| Stonex Group Inc. | 0.21% | 38,417 | $5,236,621 | $3,834,017 | -$1,402,604 | -26.78% | |
| Farther Finance Advisors, Llc | 0.03% | 32,133 | $4,380,049 | $3,206,873 | -$1,173,176 | -26.78% | |
| Quadrature Capital Ltd | 0.04% | 31,447 | $4,286,541 | $3,138,411 | -$1,148,130 | -26.78% | |
| Envestnet Asset Management Inc | 0.00% | 29,219 | $3,982,842 | $2,916,056 | -$1,066,786 | -26.78% | |
| Stifel Financial Corp | 0.00% | 27,523 | $3,751,664 | $2,746,795 | -$1,004,869 | -26.78% | |
| Bleakley Financial Group, Llc | 0.05% | 26,967 | $3,675,872 | $2,691,307 | -$984,565 | -26.78% | |
| Mission Wealth Management, Lp | 0.04% | 24,300 | $3,312,333 | $2,425,140 | -$887,193 | -26.78% | |
| Bawa N Mallick Trust | 1.06% | 24,000 | $3,271,440 | $2,395,200 | -$876,240 | -26.78% | |
| Rockefeller Capital Management L.P. | 0.00% | 23,600 | $3,216,916 | $2,355,280 | -$861,636 | -26.78% | |
| Mml Investors Services, Llc | 0.01% | 23,259 | $3,170,434 | $2,321,248 | -$849,186 | -26.78% | |
| Newedge Advisors, Llc | 0.01% | 22,556 | $3,074,613 | $2,251,089 | -$823,524 | -26.78% | |
| Truist Financial Corp | 0.00% | 21,606 | $2,945,114 | $2,156,279 | -$788,835 | -26.78% | |
| Outlook Wealth Advisors, Llc | 0.48% | 16,214 | $2,210,128 | $1,618,157 | -$591,971 | -26.78% | |
| Jones Financial Companies Lllp | 0.00% | 17,449 | $2,199,272 | $1,741,410 | -$457,862 | -20.82% | |
| Genesee Capital Advisors, Llc | 0.68% | 15,863 | $2,162,322 | $1,583,127 | -$579,195 | -26.79% | |
| Quantinno Capital Management Lp | 0.00% | 13,679 | $1,864,584 | $1,365,164 | -$499,420 | -26.78% | |
| Heritage Trust Co | 0.16% | 13,560 | $1,848,364 | $1,353,288 | -$495,076 | -26.78% | |
| Integrated Wealth Concepts Llc | 0.01% | 12,987 | $1,770,264 | $1,296,103 | -$474,161 | -26.78% | |
| Nilsine Partners, Llc | 0.12% | 12,306 | $1,677,431 | $1,228,139 | -$449,292 | -26.78% | |
| Tower Research Capital Llc (Trc) | 0.04% | 11,949 | $1,628,768 | $1,192,510 | -$436,258 | -26.78% | |
| Signature Equity Partners, Llc | 0.73% | 11,634 | $1,585,831 | $1,161,073 | -$424,758 | -26.78% | |
| Nbc Securities, Inc. | 0.10% | 11,213 | $1,528,444 | $1,119,057 | -$409,387 | -26.78% | |
| Private Advisor Group, Llc | 0.01% | 10,958 | $1,493,700 | $1,093,608 | -$400,092 | -26.79% | |
| Alphacore Capital Llc | 0.03% | 10,104 | $1,377,276 | $1,008,379 | -$368,897 | -26.78% | |
| Ep Wealth Advisors, Llc | 0.01% | 10,056 | $1,370,741 | $1,003,589 | -$367,152 | -26.78% | |
| Advisory Services Network, Llc | 0.02% | 9,895 | $1,348,828 | $987,521 | -$361,307 | -26.79% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 9,639 | $1,313,892 | $961,972 | -$351,920 | -26.78% | |
| Envision Financial Transparency, Llc | 1.10% | 23,578 | $1,292,088 | $2,353,084 | +$1,060,996 | +82.11% | |
| Axxcess Wealth Management, Llc | 0.02% | 9,000 | $1,226,790 | $898,200 | -$328,590 | -26.78% | |
| Darwin Wealth Management, Llc | 0.34% | 9,000 | $1,226,790 | $898,200 | -$328,590 | -26.78% | |
| Susquehanna International Group, Llp | 0.00% | 8,617 | $1,174,583 | $859,977 | -$314,606 | -26.78% | |
| Equitable Holdings, Inc. | 0.01% | 8,482 | $1,156,228 | $846,504 | -$309,724 | -26.79% | |
| Benson Wealth Management Inc | 1.11% | 8,115 | $1,106,156 | $809,877 | -$296,279 | -26.78% | |
| Wealthcare Advisory Partners Llc | 0.02% | 6,960 | $948,754 | $694,608 | -$254,146 | -26.79% |
Frequently asked questions about PTF
Who owns the most PTF stock?
The largest holders of PTF 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 TECH (PTF).
Is PTF widely held by superinvestors?
Many widely followed stocks like PTF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTF 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.