INVESCO DORSEY WRIGHT UTILIT (PUI) Institutional Shareholders
INVESCO DORSEY WRIGHT UTILIT (PUI) 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 $41.87M in PUI holdings during the latest filing period.
Transamerica Financial Advisors, Llc is currently the largest disclosed institutional shareholder of PUI tracked by InsiderSet, reporting ownership valued at approximately $12.73M 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 $11.35M, representing an estimated loss of -10.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed PUI value among the investors covered in this analysis. Major shareholders include Transamerica Financial Advisors, Llc, Janney Montgomery Scott Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT UTILIT (PUI).
This page ranks the largest institutional PUI 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
43
Total Reported Value
$41.87M
Largest Holder
Transamerica Financial Advisors, Llc
Largest Position
$12.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | 1.08% | 267,604 | $12,726,164 | $11,353,314 | -$1,372,850 | -10.79% | |
| Janney Montgomery Scott Llc | 0.01% | 135,302 | $6,434,000 | $5,740,296 | -$693,704 | -10.78% | |
| Lpl Financial Llc | 0.00% | 117,452 | $5,585,509 | $4,982,995 | -$602,514 | -10.79% | |
| Roi Financial Advisors, Llc | 1.20% | 48,939 | $2,327,347 | $2,076,276 | -$251,071 | -10.79% | |
| Jones Financial Companies Lllp | 0.00% | 42,181 | $2,031,241 | $1,789,563 | -$241,678 | -11.90% | |
| Morgan Stanley | 0.00% | 41,735 | $1,984,778 | $1,770,641 | -$214,137 | -10.79% | |
| Osaic Holdings, Inc. | 0.00% | 37,742 | $1,795,019 | $1,601,235 | -$193,784 | -10.80% | |
| Alphacore Capital Llc | 0.02% | 24,536 | $1,166,829 | $1,040,959 | -$125,870 | -10.79% | |
| Capital Advisors, Ltd. Llc | 0.07% | 15,547 | $739,000 | $659,594 | -$79,406 | -10.75% | |
| Advisory Services Network, Llc | 0.01% | 14,845 | $705,942 | $629,811 | -$76,131 | -10.78% | |
| Trek Financial, Llc | 0.03% | 12,653 | $601,724 | $536,814 | -$64,910 | -10.79% | |
| Nwf Advisory Services Inc. | 0.06% | 12,435 | $591,357 | $527,565 | -$63,792 | -10.79% | |
| Bank Of America Corp | 0.00% | 11,628 | $552,973 | $493,327 | -$59,646 | -10.79% | |
| Envestnet Asset Management Inc | 0.00% | 10,610 | $504,543 | $450,138 | -$54,405 | -10.78% | |
| Fifth Third Securities, Inc. | 0.02% | 8,647 | $411,215 | $366,856 | -$44,359 | -10.79% | |
| Farther Finance Advisors, Llc | 0.00% | 8,246 | $392,145 | $349,843 | -$42,302 | -10.79% | |
| Citadel Advisors Llc | 0.00% | 7,186 | $341,736 | $304,872 | -$36,864 | -10.79% | |
| Stonex Group Inc. | 0.01% | 7,100 | $337,646 | $301,223 | -$36,423 | -10.79% | |
| Raymond James Financial Inc | 0.00% | 6,824 | $324,521 | $289,514 | -$35,007 | -10.79% | |
| Ubs Group Ag | 0.00% | 5,777 | $274,731 | $245,094 | -$29,637 | -10.79% | |
| Ameritas Advisory Services, Llc | 0.01% | 5,677 | $269,958 | $240,851 | -$29,107 | -10.78% | |
| Cetera Investment Advisers | 0.00% | 5,323 | $253,118 | $225,833 | -$27,285 | -10.78% | |
| Private Advisor Group, Llc | 0.00% | 5,218 | $248,146 | $221,378 | -$26,768 | -10.79% | |
| Western Wealth Management, Llc | 0.01% | 4,833 | $229,835 | $205,044 | -$24,791 | -10.79% | |
| Westbourne Investments, Inc. | 0.09% | 4,485 | $213,288 | $190,280 | -$23,008 | -10.79% | |
| Parallel Advisors, Llc | 0.00% | 3,280 | $155,983 | $139,157 | -$16,826 | -10.79% | |
| Royal Bank Of Canada | 0.00% | 3,141 | $149,000 | $133,259 | -$15,741 | -10.56% | |
| Sunbelt Securities, Inc. | 0.01% | 2,622 | $123,252 | $111,240 | -$12,012 | -9.75% | |
| Arax Advisory Partners | 0.00% | 1,500 | $71,334 | $63,639 | -$7,695 | -10.79% | |
| Private Trust Co Na | 0.01% | 1,377 | $65,484 | $58,420 | -$7,064 | -10.79% | |
| Jpmorgan Chase & Co | 0.00% | 1,120 | $53,669 | $47,517 | -$6,152 | -11.46% | |
| Sterling Capital Management Llc | 0.00% | 1,100 | $52,311 | $46,668 | -$5,643 | -10.79% | |
| Fmr Llc | 0.00% | 831 | $39,521 | $35,256 | -$4,265 | -10.79% | |
| Bellevue Asset Management, Llc | 0.01% | 628 | $29,865 | $26,643 | -$3,222 | -10.79% | |
| Capital Investment Advisory Services, Llc | 0.00% | 506 | $24,075 | $21,467 | -$2,608 | -10.83% | |
| International Assets Investment Management, Llc | 0.00% | 390 | $18,254 | $16,546 | -$1,708 | -9.36% | |
| Providence Capital Advisors, Llc | 0.00% | 360 | $17,121 | $15,273 | -$1,848 | -10.79% | |
| Corecap Advisors, Llc | 0.00% | 180 | $8,560 | $7,637 | -$923 | -10.79% | |
| Founders Financial Alliance, Llc | 0.00% | 145 | $6,872 | $6,152 | -$720 | -10.48% | |
| Archer Investment Corp | 0.00% | 125 | $5,944 | $5,303 | -$641 | -10.78% | |
| Newedge Advisors, Llc | 0.00% | 51 | $2,415 | $2,164 | -$251 | -10.41% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,025 | $667 | $595,022 | +$594,355 | +89108.67% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $12 | — | — | — |
Frequently asked questions about PUI
Who owns the most PUI stock?
The largest holders of PUI 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 UTILIT (PUI).
Is PUI widely held by superinvestors?
Many widely followed stocks like PUI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PUI 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.