INVESCO DORSEY WRIGHT HEALTH (PTH) Top Institutional Shareholders
INVESCO DORSEY WRIGHT HEALTH (PTH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $42.57M in PTH holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PTH tracked by InsiderSet, reporting ownership valued at approximately $6.91M 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 $7.45M, representing an estimated gain of +7.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed PTH value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT HEALTH (PTH).
This page ranks the largest institutional PTH 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
61
Total Reported Value
$42.57M
Largest Holder
Morgan Stanley
Largest Position
$6.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 141,044 | $6,911,145 | $7,445,741 | +$534,596 | +7.74% | |
| Bank Of America Corp | 0.00% | 113,710 | $5,571,693 | $6,002,774 | +$431,081 | +7.74% | |
| Lpl Financial Llc | 0.00% | 84,082 | $4,120,013 | $4,438,706 | +$318,693 | +7.74% | |
| Royal Bank Of Canada | 0.00% | 59,237 | $2,903,000 | $3,127,133 | +$224,133 | +7.72% | |
| Sfi Advisors, Llc | 2.98% | 57,991 | $2,841,542 | $3,061,356 | +$219,814 | +7.74% | |
| Iht Wealth Management, Llc | 0.07% | 57,887 | $2,836,445 | $3,055,866 | +$219,421 | +7.74% | |
| Wells Fargo & Company/Mn | 0.00% | 38,913 | $1,906,715 | $2,054,225 | +$147,510 | +7.74% | |
| Byrne Financial Freedom, Llc | 0.79% | 33,675 | $1,650,088 | $1,777,710 | +$127,622 | +7.73% | |
| Ubs Group Ag | 0.00% | 26,646 | $1,305,654 | $1,406,648 | +$100,994 | +7.74% | |
| Raymond James Financial Inc | 0.00% | 25,148 | $1,232,264 | $1,327,568 | +$95,304 | +7.73% | |
| Farther Finance Advisors, Llc | 0.01% | 24,804 | $1,222,964 | $1,309,408 | +$86,444 | +7.07% | |
| Independent Financial Group, Llc | 0.01% | 9,147 | $1,130,792 | $482,872 | -$647,920 | -57.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,749 | $820,710 | $884,183 | +$63,473 | +7.73% | |
| Susquehanna International Group, Llp | 0.00% | 14,719 | $721,227 | $777,019 | +$55,792 | +7.74% | |
| Oppenheimer & Co Inc | 0.01% | 14,592 | $715,004 | $770,315 | +$55,311 | +7.74% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,700 | $524,297 | $564,855 | +$40,558 | +7.74% | |
| Tower Research Capital Llc (Trc) | 0.01% | 9,744 | $477,453 | $514,388 | +$36,935 | +7.74% | |
| Pfg Advisors | 0.02% | 9,488 | $464,895 | $500,873 | +$35,978 | +7.74% | |
| Envestnet Asset Management Inc | 0.00% | 9,421 | $461,647 | $497,336 | +$35,689 | +7.73% | |
| Citadel Advisors Llc | 0.00% | 8,334 | $408,363 | $439,954 | +$31,591 | +7.74% | |
| Fortune Financial Group, Inc. | 0.48% | 7,435 | $364,313 | $392,495 | +$28,182 | +7.74% | |
| Focus Partners Wealth | 0.00% | 6,500 | $318,498 | $343,136 | +$24,638 | +7.74% | |
| Atlas Legacy Advisors, Llc | 0.06% | 6,351 | $315,767 | $335,271 | +$19,504 | +6.18% | |
| Cetera Investment Advisers | 0.00% | 6,252 | $306,346 | $330,044 | +$23,698 | +7.74% | |
| Mml Investors Services, Llc | 0.00% | 6,220 | $304,778 | $328,355 | +$23,577 | +7.74% | |
| Captrust Financial Advisors | 0.00% | 6,004 | $294,186 | $316,952 | +$22,766 | +7.74% | |
| Osaic Holdings, Inc. | 0.00% | 5,771 | $282,800 | $304,652 | +$21,852 | +7.73% | |
| Prosperity Consulting Group, Llc | 0.01% | 5,647 | $276,723 | $298,106 | +$21,383 | +7.73% | |
| Jones Financial Companies Lllp | 0.00% | 5,684 | $264,613 | $300,059 | +$35,446 | +13.40% | |
| Ep Wealth Advisors, Llc | 0.00% | 4,422 | $216,677 | $233,438 | +$16,761 | +7.74% | |
| Concentrum Wealth Management | 0.06% | 4,288 | $210,111 | $226,364 | +$16,253 | +7.74% | |
| Ameriprise Financial Inc | 0.00% | 4,278 | $209,621 | $225,836 | +$16,215 | +7.74% | |
| Mai Capital Management | 0.00% | 2,454 | $120,246 | $129,547 | +$9,301 | +7.74% | |
| Steigerwald, Gordon & Koch Inc. | 0.01% | 1,956 | $95,843 | $103,258 | +$7,415 | +7.74% | |
| Western Wealth Management, Llc | 0.00% | 1,712 | $83,896 | $90,377 | +$6,481 | +7.72% | |
| Fifth Third Bancorp | 0.00% | 1,425 | $69,825 | $75,226 | +$5,401 | +7.74% | |
| Bellevue Asset Management, Llc | 0.03% | 1,212 | $59,387 | $63,982 | +$4,595 | +7.74% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,200 | $58,800 | $63,348 | +$4,548 | +7.74% | |
| Fmr Llc | 0.00% | 1,079 | $52,868 | $56,961 | +$4,093 | +7.74% | |
| Sound Income Strategies, Llc | 0.00% | 1,004 | $49,502 | $53,001 | +$3,499 | +7.07% | |
| Godfrey Financial Associates, Inc. | 0.04% | 900 | $44,100 | $47,511 | +$3,411 | +7.74% | |
| National Bank Of Canada | 0.00% | 900 | $44,082 | $47,511 | +$3,429 | +7.78% | |
| Bank Of Montreal | 0.00% | 782 | $38,318 | $41,282 | +$2,964 | +7.74% | |
| Parallel Advisors, Llc | 0.00% | 750 | $36,750 | $39,593 | +$2,843 | +7.74% | |
| Allworth Financial Lp | 0.00% | 615 | $30,135 | $32,466 | +$2,331 | +7.74% | |
| Armor Investment Advisors, Llc | 0.01% | 579 | $28,371 | $30,566 | +$2,195 | +7.74% | |
| Cwm, Llc | 0.00% | 529 | $25,921 | $27,926 | +$2,005 | +7.74% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 405 | $19,845 | $21,380 | +$1,535 | +7.74% | |
| Harbour Investments, Inc. | 0.00% | 375 | $18,375 | $19,796 | +$1,421 | +7.74% | |
| Darwin Wealth Management, Llc | 0.01% | 374 | $18,334 | $19,744 | +$1,410 | +7.69% |
Frequently asked questions about PTH
Who owns the most PTH stock?
The largest holders of PTH 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 HEALTH (PTH).
Is PTH widely held by superinvestors?
Many widely followed stocks like PTH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTH 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.