PTH Institutional Ownership & Shareholders
INVESCO DORSEY WRIGHT HEALTH (PTH) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $61.91M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of PTH tracked by InsiderSet, reporting ownership valued at approximately $8.16M 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 $8.16M, representing an estimated gain of +0.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PTH value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Kingswood Wealth Advisors, Llc, Bank Of America Corp, 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
70
Total Reported Value
$61.91M
Largest Holder
Morgan Stanley
Largest Position
$8.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
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% | 136,548 | $8,160,151 | $8,162,839 | +$2,688 | +0.03% | |
| Kingswood Wealth Advisors, Llc | 0.29% | 123,051 | $7,476,579 | $7,355,989 | -$120,590 | -1.61% | |
| Bank Of America Corp | 0.00% | 110,763 | $6,619,171 | $6,621,412 | +$2,241 | +0.03% | |
| Lpl Financial Llc | 0.00% | 76,823 | $4,590,969 | $4,592,479 | +$1,510 | +0.03% | |
| Royal Bank Of Canada | 0.00% | 70,834 | $4,233,000 | $4,234,457 | +$1,457 | +0.03% | |
| Sfi Advisors, Llc | 2.81% | 56,205 | $3,415,016 | $3,359,935 | -$55,081 | -1.61% | |
| Wealthbridge Capital Management, Llc | 0.60% | 50,787 | $3,085,818 | $3,036,047 | -$49,771 | -1.61% | |
| Wells Fargo & Company/Mn | 0.00% | 40,024 | $2,391,861 | $2,392,635 | +$774 | +0.03% | |
| Iht Wealth Management, Llc | 0.05% | 38,371 | $2,293,046 | $2,293,818 | +$772 | +0.03% | |
| Byrne Financial Freedom, Llc | 0.77% | 32,917 | $1,967,138 | $1,967,778 | +$640 | +0.03% | |
| Raymond James Financial Inc | 0.00% | 25,947 | $1,550,583 | $1,551,112 | +$529 | +0.03% | |
| Farther Finance Advisors, Llc | 0.01% | 24,428 | $1,484,245 | $1,460,306 | -$23,939 | -1.61% | |
| Ubs Group Ag | 0.00% | 23,580 | $1,409,141 | $1,409,612 | +$471 | +0.03% | |
| Outlook Wealth Advisors, Llc | 0.30% | 23,086 | $1,402,705 | $1,380,081 | -$22,624 | -1.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,435 | $982,170 | $982,484 | +$314 | +0.03% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 14,455 | $878,286 | $864,120 | -$14,166 | -1.61% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,700 | $639,432 | $639,646 | +$214 | +0.03% | |
| Susquehanna International Group, Llp | 0.00% | 10,303 | $615,707 | $615,913 | +$206 | +0.03% | |
| Envestnet Asset Management Inc | 0.00% | 8,614 | $514,799 | $514,945 | +$146 | +0.03% | |
| Independent Financial Group, Llc | 0.01% | 8,221 | $499,508 | $491,451 | -$8,057 | -1.61% | |
| Pfg Advisors | 0.03% | 8,162 | $495,930 | $487,924 | -$8,006 | -1.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,030 | $460,647 | $480,033 | +$19,386 | +4.21% | |
| Fortune Financial Group, Inc. | 0.41% | 7,528 | $457,401 | $450,024 | -$7,377 | -1.61% | |
| Cetera Investment Advisers | 0.00% | 7,051 | $421,368 | $421,509 | +$141 | +0.03% | |
| Osaic Holdings, Inc. | 0.00% | 6,699 | $400,329 | $400,466 | +$137 | +0.03% | |
| Focus Partners Wealth | 0.00% | 6,500 | $388,440 | $388,570 | +$130 | +0.03% | |
| Captrust Financial Advisors | 0.00% | 6,004 | $358,789 | $358,919 | +$130 | +0.04% | |
| Davenport & Co Llc | 0.00% | 5,874 | $356,904 | $351,148 | -$5,756 | -1.61% | |
| Mml Investors Services, Llc | 0.00% | 5,903 | $352,741 | $352,881 | +$140 | +0.04% | |
| Jones Financial Companies Lllp | 0.00% | 5,905 | $343,181 | $353,001 | +$9,820 | +2.86% | |
| Ameriprise Financial Inc | 0.00% | 5,542 | $331,190 | $331,301 | +$111 | +0.03% | |
| Atlas Legacy Advisors, Llc | 0.05% | 5,964 | $326,599 | $356,528 | +$29,929 | +9.16% | |
| Prosperity Consulting Group, Llc | 0.01% | 5,287 | $315,977 | $316,057 | +$80 | +0.03% | |
| Minichmacgregor Wealth Management, Llc | 0.05% | 5,108 | $310,362 | $305,356 | -$5,006 | -1.61% | |
| Ep Wealth Advisors, Llc | 0.00% | 4,422 | $264,259 | $264,347 | +$88 | +0.03% | |
| Sound Income Strategies, Llc | 0.01% | 4,304 | $246,902 | $257,293 | +$10,391 | +4.21% | |
| Concentrum Wealth Management | 0.06% | 4,033 | $241,012 | $241,093 | +$81 | +0.03% | |
| Onedigital Investment Advisors Llc | 0.00% | 3,785 | $226,192 | $226,267 | +$75 | +0.03% | |
| Avaii Wealth Management, Llc | 0.06% | 3,545 | $213,438 | $211,920 | -$1,518 | -0.71% | |
| Steigerwald, Gordon & Koch Inc. | 0.01% | 1,956 | $116,891 | $116,930 | +$39 | +0.03% | |
| Harbor Investment Advisory, Llc | 0.01% | 1,691 | $102,745 | $101,088 | -$1,657 | -1.61% | |
| Fifth Third Bancorp | 0.00% | 1,425 | $85,158 | $85,187 | +$29 | +0.03% | |
| Fmr Llc | 0.00% | 1,342 | $80,174 | $80,225 | +$51 | +0.06% | |
| Bellevue Asset Management, Llc | 0.03% | 1,212 | $72,429 | $72,453 | +$24 | +0.03% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,200 | $71,712 | $71,736 | +$24 | +0.03% | |
| Jpmorgan Chase & Co | 0.00% | 1,154 | $68,757 | $68,986 | +$229 | +0.33% | |
| Brown Brothers Harriman & Co | 0.00% | 960 | $57,370 | $57,389 | +$19 | +0.03% | |
| Godfrey Financial Associates, Inc. | 0.04% | 900 | $53,784 | $53,802 | +$18 | +0.03% | |
| National Bank Of Canada | 0.00% | 900 | $53,559 | $53,802 | +$243 | +0.45% | |
| Parallel Advisors, Llc | 0.00% | 750 | $44,820 | $44,835 | +$15 | +0.03% |
Frequently asked questions about PTH
Who are the largest institutional holders of PTH?
The largest institutional holders of PTH reported in the latest SEC Form 13F filings include Morgan Stanley, Kingswood Wealth Advisors, Llc, Bank Of America Corp, Lpl Financial Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported PTH position.
What is PTH institutional ownership?
This page tracks PTH positions reported by institutional investment managers through SEC Form 13F. INVESCO DORSEY WRIGHT HEALTH (PTH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PTH?
InsiderSet currently tracks 70 institutional managers reporting PTH 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 PTH shareholders.
How much PTH stock do institutions own?
Institutional investment managers disclosed approximately $61.91M in PTH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PTH institutional ownership last updated?
The latest PTH 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 PTH 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 PTH position after the reporting date.
Are institutions buying or selling PTH?
Institutional buying and selling can be analyzed by comparing PTH positions across consecutive 13F reporting periods. InsiderSet's PTH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PTH ownership changes.
How has PTH institutional ownership changed over time?
InsiderSet tracks PTH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.