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 $232.14M 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 $48.72M 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 $55.38M, representing an estimated gain of +13.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
128
Total Reported Value
$232.14M
Largest Holder
Lpl Financial Llc
Largest Position
$48.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
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% | 564,327 | $48,715,535 | $55,383,052 | +$6,667,517 | +13.69% | |
| Morgan Stanley | 0.00% | 286,912 | $24,767,788 | $28,157,544 | +$3,389,756 | +13.69% | |
| Bank Of America Corp | 0.00% | 182,668 | $15,768,815 | $17,927,038 | +$2,158,223 | +13.69% | |
| Transamerica Financial Advisors, Llc | 1.16% | 157,169 | $13,567,643 | $15,424,566 | +$1,856,923 | +13.69% | |
| Paller Financial Services Inc | 6.75% | 66,271 | $9,033,400 | $6,503,836 | -$2,529,564 | -28.00% | |
| Raymond James Financial Inc | 0.00% | 96,385 | $8,320,416 | $9,459,224 | +$1,138,808 | +13.69% | |
| Theory Financial Llc | 2.12% | 49,392 | $6,732,624 | $4,847,331 | -$1,885,293 | -28.00% | |
| Wells Fargo & Company/Mn | 0.00% | 67,103 | $5,792,623 | $6,585,488 | +$792,865 | +13.69% | |
| Merit Financial Group, Llc | 0.03% | 38,506 | $5,248,719 | $3,778,979 | -$1,469,740 | -28.00% | |
| Ameriprise Financial Inc | 0.00% | 51,598 | $4,455,868 | $5,063,828 | +$607,960 | +13.64% | |
| Farther Finance Advisors, Llc | 0.03% | 32,133 | $4,380,049 | $3,153,533 | -$1,226,516 | -28.00% | |
| Osaic Holdings, Inc. | 0.01% | 50,398 | $4,351,000 | $4,946,060 | +$595,060 | +13.68% | |
| Royal Bank Of Canada | 0.00% | 45,210 | $3,903,000 | $4,436,909 | +$533,909 | +13.68% | |
| Ubs Group Ag | 0.00% | 40,282 | $3,477,344 | $3,953,275 | +$475,931 | +13.69% | |
| Stonex Group Inc. | 0.18% | 38,769 | $3,346,734 | $3,804,790 | +$458,056 | +13.69% | |
| Mission Wealth Management, Lp | 0.04% | 24,300 | $3,312,333 | $2,384,802 | -$927,531 | -28.00% | |
| Truist Financial Corp | 0.00% | 21,606 | $2,945,114 | $2,120,413 | -$824,701 | -28.00% | |
| Imc-Chicago, Llc | 0.04% | 33,697 | $2,908,894 | $3,307,024 | +$398,130 | +13.69% | |
| Colter Lewis Investment Partners Llc | 2.13% | 26,249 | $2,265,945 | $2,576,077 | +$310,132 | +13.69% | |
| Bawa N Mallick Trust | 0.85% | 24,000 | $2,071,800 | $2,355,360 | +$283,560 | +13.69% | |
| Envestnet Asset Management Inc | 0.00% | 23,266 | $2,008,438 | $2,283,325 | +$274,887 | +13.69% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 21,130 | $1,824,084 | $2,073,698 | +$249,614 | +13.68% | |
| Bnp Paribas Financial Markets | 0.00% | 20,000 | $1,726,500 | $1,962,800 | +$236,300 | +13.69% | |
| Summit Financial, Llc | 0.02% | 19,646 | $1,695,941 | $1,928,058 | +$232,117 | +13.69% | |
| Nilsine Partners, Llc | 0.12% | 12,306 | $1,677,431 | $1,207,711 | -$469,720 | -28.00% | |
| Signature Equity Partners, Llc | 0.73% | 11,634 | $1,585,831 | $1,141,761 | -$444,070 | -28.00% | |
| Cetera Investment Advisers | 0.00% | 18,134 | $1,565,411 | $1,779,671 | +$214,260 | +13.69% | |
| Nbc Securities, Inc. | 0.10% | 11,213 | $1,528,444 | $1,100,444 | -$428,000 | -28.00% | |
| Bleakley Financial Group, Llc | 0.02% | 17,675 | $1,525,795 | $1,734,625 | +$208,830 | +13.69% | |
| Private Advisor Group, Llc | 0.01% | 10,958 | $1,493,700 | $1,075,418 | -$418,282 | -28.00% | |
| Genesee Capital Advisors, Llc | 0.57% | 15,863 | $1,369,396 | $1,556,795 | +$187,399 | +13.68% | |
| Mml Investors Services, Llc | 0.00% | 14,753 | $1,273,553 | $1,447,859 | +$174,306 | +13.69% | |
| Axxcess Wealth Management, Llc | 0.02% | 9,000 | $1,226,790 | $883,260 | -$343,530 | -28.00% | |
| Darwin Wealth Management, Llc | 0.34% | 9,000 | $1,226,790 | $883,260 | -$343,530 | -28.00% | |
| Jones Financial Companies Lllp | 0.00% | 14,212 | $1,220,754 | $1,394,766 | +$174,012 | +14.25% | |
| Alphacore Capital Llc | 0.03% | 13,885 | $1,198,623 | $1,362,674 | +$164,051 | +13.69% | |
| Heritage Trust Co | 0.12% | 13,560 | $1,170,567 | $1,330,778 | +$160,211 | +13.69% | |
| Stifel Financial Corp | 0.00% | 12,126 | $1,046,777 | $1,190,046 | +$143,269 | +13.69% | |
| Wealthcare Advisory Partners Llc | 0.02% | 6,960 | $948,754 | $683,054 | -$265,700 | -28.01% | |
| Ep Wealth Advisors, Llc | 0.00% | 10,239 | $883,882 | $1,004,855 | +$120,973 | +13.69% | |
| Quantinno Capital Management Lp | 0.00% | 9,855 | $850,733 | $967,170 | +$116,437 | +13.69% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 9,789 | $845,035 | $960,692 | +$115,657 | +13.69% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 6,135 | $836,262 | $602,089 | -$234,173 | -28.00% | |
| Clear Creek Financial Management, Llc | 0.05% | 5,787 | $788,826 | $567,936 | -$220,890 | -28.00% | |
| Prospera Financial Services Inc | 0.01% | 5,222 | $711,808 | $512,487 | -$199,321 | -28.00% | |
| Advisory Services Network, Llc | 0.01% | 8,230 | $710,491 | $807,692 | +$97,201 | +13.68% | |
| Benson Wealth Management Inc | 0.96% | 8,115 | $700,527 | $796,406 | +$95,879 | +13.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,972 | $677,780 | $487,952 | -$189,828 | -28.01% | |
| Independent Financial Group, Llc | 0.01% | 4,965 | $676,779 | $487,265 | -$189,514 | -28.00% | |
| Sound Income Strategies, Llc | 0.03% | 4,920 | $670,645 | $482,849 | -$187,796 | -28.00% |
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.