INVESCO DORSEY WRIGHT ENERGY (PXI) Top Institutional Shareholders
INVESCO DORSEY WRIGHT ENERGY (PXI) 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 $37.76M in PXI holdings during the latest filing period.
Transamerica Financial Advisors, Llc is currently the largest disclosed institutional shareholder of PXI tracked by InsiderSet, reporting ownership valued at approximately $15.47M 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 $14.33M, representing an estimated loss of -7.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed PXI value among the investors covered in this analysis. Major shareholders include Transamerica Financial Advisors, Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT ENERGY (PXI).
This page ranks the largest institutional PXI 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
45
Total Reported Value
$37.76M
Largest Holder
Transamerica Financial Advisors, Llc
Largest Position
$15.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
49
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 | 1.32% | 259,739 | $15,467,905 | $14,332,814 | -$1,135,091 | -7.34% | |
| Morgan Stanley | 0.00% | 57,183 | $3,405,408 | $3,155,449 | -$249,959 | -7.34% | |
| Bank Of America Corp | 0.00% | 46,068 | $2,743,373 | $2,542,106 | -$201,267 | -7.34% | |
| Lpl Financial Llc | 0.00% | 44,007 | $2,620,677 | $2,428,377 | -$192,300 | -7.34% | |
| Independent Financial Group, Llc | 0.02% | 44,663 | $1,452,455 | $2,464,576 | +$1,012,121 | +69.68% | |
| Iht Wealth Management, Llc | 0.03% | 18,755 | $1,116,887 | $1,034,931 | -$81,956 | -7.34% | |
| Raymond James Financial Inc | 0.00% | 18,661 | $1,111,277 | $1,029,744 | -$81,533 | -7.34% | |
| Alphacore Capital Llc | 0.02% | 17,545 | $1,044,833 | $968,161 | -$76,672 | -7.34% | |
| Goldman Sachs Group Inc | 0.00% | 15,676 | $933,531 | $865,027 | -$68,504 | -7.34% | |
| American State Bank (Iowa) | 0.03% | 26,030 | $920,692 | $1,436,377 | +$515,685 | +56.01% | |
| Cetera Investment Advisers | 0.00% | 14,771 | $879,637 | $815,087 | -$64,550 | -7.34% | |
| Kingsview Wealth Management, Llc | 0.01% | 13,557 | $807,341 | $748,097 | -$59,244 | -7.34% | |
| Trueblood Wealth Management, Llc | 0.25% | 10,681 | $636,068 | $589,395 | -$46,673 | -7.34% | |
| Advisory Services Network, Llc | 0.01% | 9,787 | $582,839 | $540,062 | -$42,777 | -7.34% | |
| Citadel Advisors Llc | 0.00% | 8,840 | $526,436 | $487,805 | -$38,631 | -7.34% | |
| Susquehanna International Group, Llp | 0.00% | 8,510 | $506,784 | $469,595 | -$37,189 | -7.34% | |
| Royal Bank Of Canada | 0.00% | 7,079 | $422,000 | $390,631 | -$31,369 | -7.43% | |
| Silver Oak Securities, Incorporated | 0.03% | 5,965 | $355,225 | $329,158 | -$26,067 | -7.34% | |
| Ubs Group Ag | 0.00% | 5,645 | $336,171 | $311,500 | -$24,671 | -7.34% | |
| Keating Financial Advisory Services, Inc. | 0.04% | 4,240 | $252,499 | $233,970 | -$18,529 | -7.34% | |
| Envestnet Asset Management Inc | 0.00% | 4,032 | $240,124 | $222,492 | -$17,632 | -7.34% | |
| Truist Financial Corp | 0.00% | 3,966 | $236,181 | $218,850 | -$17,331 | -7.34% | |
| Osaic Holdings, Inc. | 0.00% | 3,922 | $233,607 | $216,422 | -$17,185 | -7.36% | |
| Ameriprise Financial Inc | 0.00% | 3,706 | $220,698 | $204,503 | -$16,195 | -7.34% | |
| Sound Income Strategies, Llc | 0.01% | 2,623 | $151,795 | $144,741 | -$7,054 | -4.65% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,550 | $92,305 | $85,531 | -$6,774 | -7.34% | |
| Cherry Tree Wealth Management, Llc | 0.02% | 1,300 | $77,418 | $71,736 | -$5,682 | -7.34% | |
| Farther Finance Advisors, Llc | 0.00% | 1,300 | $75,232 | $71,736 | -$3,496 | -4.65% | |
| Ifp Advisors, Inc | 0.00% | 1,204 | $71,700 | $66,439 | -$5,261 | -7.34% | |
| Fmr Llc | 0.00% | 940 | $55,979 | $51,871 | -$4,108 | -7.34% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 777 | $46,301 | $42,876 | -$3,425 | -7.40% | |
| Capital Investment Advisory Services, Llc | 0.00% | 530 | $31,562 | $29,246 | -$2,316 | -7.34% | |
| Geneos Wealth Management Inc. | 0.00% | 500 | $29,775 | $27,591 | -$2,184 | -7.34% | |
| Advisors Preferred, Llc | 0.00% | 413 | $24,595 | $22,790 | -$1,805 | -7.34% | |
| Rockefeller Capital Management L.P. | 0.00% | 218 | $13,012 | $12,030 | -$982 | -7.55% | |
| Assetmark, Inc | 0.00% | 212 | $12,625 | $11,698 | -$927 | -7.34% | |
| Western Wealth Management, Llc | 0.00% | 150 | $8,933 | $8,277 | -$656 | -7.34% | |
| Jones Financial Companies Lllp | 0.00% | 112 | $6,892 | $6,180 | -$712 | -10.33% | |
| Janney Montgomery Scott Llc | 0.02% | 110,613 | $6,587 | $6,103,802 | +$6,097,215 | +92564.37% | |
| Qube Research & Technologies Ltd | 0.00% | 82 | $4,883 | $4,525 | -$358 | -7.33% | |
| Mai Capital Management | 0.00% | 30 | $1,787 | $1,655 | -$132 | -7.36% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,555 | $331 | $306,534 | +$306,203 | +92508.40% | |
| Peapack Gladstone Financial Corp | 0.00% | 3,935 | $234 | $217,140 | +$216,906 | +92694.70% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $19 | — | — | — | |
| Horizon Bancorp Inc | 0.00% | 14 | $1 | $773 | +$772 | +77154.24% |
Frequently asked questions about PXI
Who owns the most PXI stock?
The largest holders of PXI 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 ENERGY (PXI).
Is PXI widely held by superinvestors?
Many widely followed stocks like PXI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PXI 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.