PXI Institutional Ownership & Shareholders
INVESCO DORSEY WRIGHT ENERGY (PXI) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Transamerica Financial Advisors, Llc is currently the largest disclosed institutional shareholder of PXI tracked by InsiderSet, reporting ownership valued at approximately $12.85M 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 $15.46M, representing an estimated gain of +20.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed PXI value among the investors covered in this analysis. Major shareholders include Transamerica Financial Advisors, Llc, Janney Montgomery Scott Llc, Morgan Stanley, 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
43
Total Reported Value
$39.92M
Largest Holder
Transamerica Financial Advisors, Llc
Largest Position
$12.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | 1.09% | 233,439 | $12,853,286 | $15,461,879 | +$2,608,593 | +20.30% | |
| Janney Montgomery Scott Llc | 0.01% | 117,601 | $6,475,000 | $7,789,326 | +$1,314,326 | +20.30% | |
| Morgan Stanley | 0.00% | 51,910 | $2,858,233 | $3,438,269 | +$580,036 | +20.29% | |
| Bank Of America Corp | 0.00% | 42,024 | $2,313,833 | $2,783,468 | +$469,635 | +20.30% | |
| Lpl Financial Llc | 0.00% | 40,474 | $2,228,499 | $2,680,803 | +$452,304 | +20.30% | |
| Goldman Sachs Group Inc | 0.00% | 27,551 | $1,516,972 | $1,824,846 | +$307,874 | +20.30% | |
| Osaic Holdings, Inc. | 0.00% | 26,225 | $1,444,011 | $1,737,018 | +$293,007 | +20.29% | |
| Two Sigma Investments, Lp | 0.00% | 25,000 | $1,376,513 | $1,655,880 | +$279,367 | +20.30% | |
| Alphacore Capital Llc | 0.02% | 18,963 | $1,044,112 | $1,256,018 | +$211,906 | +20.30% | |
| Raymond James Financial Inc | 0.00% | 17,580 | $967,938 | $1,164,415 | +$196,477 | +20.30% | |
| Cetera Investment Advisers | 0.00% | 14,665 | $807,457 | $971,339 | +$163,882 | +20.30% | |
| Kingsview Wealth Management, Llc | 0.01% | 14,295 | $787,090 | $946,832 | +$159,742 | +20.30% | |
| Trueblood Wealth Management, Llc | 0.23% | 10,862 | $664,846 | $719,447 | +$54,601 | +8.21% | |
| Advisory Services Network, Llc | 0.01% | 11,927 | $656,717 | $789,987 | +$133,270 | +20.29% | |
| Iht Wealth Management, Llc | 0.01% | 8,722 | $480,237 | $577,703 | +$97,466 | +20.30% | |
| Tower Research Capital Llc (Trc) | 0.01% | 7,761 | $427,325 | $514,051 | +$86,726 | +20.30% | |
| Envestnet Asset Management Inc | 0.00% | 7,680 | $422,849 | $508,686 | +$85,837 | +20.30% | |
| Leelyn Smith, Llc | 0.05% | 7,644 | $420,895 | $506,302 | +$85,407 | +20.29% | |
| Royal Bank Of Canada | 0.00% | 7,019 | $386,000 | $464,905 | +$78,905 | +20.44% | |
| Susquehanna International Group, Llp | 0.00% | 4,301 | $236,815 | $284,878 | +$48,063 | +20.30% | |
| Keating Financial Advisory Services, Inc. | 0.03% | 4,240 | $233,457 | $280,837 | +$47,380 | +20.30% | |
| Truist Financial Corp | 0.00% | 3,969 | $218,541 | $262,888 | +$44,347 | +20.29% | |
| Peapack Gladstone Financial Corp | 0.00% | 3,835 | $211,000 | $254,012 | +$43,012 | +20.38% | |
| Ameriprise Financial Inc | 0.00% | 3,656 | $201,301 | $242,156 | +$40,855 | +20.30% | |
| Ubs Group Ag | 0.00% | 3,315 | $182,524 | $219,570 | +$37,046 | +20.30% | |
| Cherry Tree Wealth Management, Llc | 0.01% | 1,300 | $79,573 | $86,106 | +$6,533 | +8.21% | |
| Farther Finance Advisors, Llc | 0.00% | 1,300 | $79,573 | $86,106 | +$6,533 | +8.21% | |
| Ifp Advisors, Inc | 0.00% | 1,000 | $61,210 | $66,235 | +$5,025 | +8.21% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 780 | $42,949 | $51,663 | +$8,714 | +20.29% | |
| Advantage Trust Co | 0.01% | 600 | $36,726 | $39,741 | +$3,015 | +8.21% | |
| Assetmark, Inc | 0.00% | 560 | $34,278 | $37,092 | +$2,814 | +8.21% | |
| Fmr Llc | 0.00% | 543 | $29,911 | $35,966 | +$6,055 | +20.24% | |
| Capital Investment Advisory Services, Llc | 0.00% | 530 | $29,182 | $35,105 | +$5,923 | +20.30% | |
| Geneos Wealth Management Inc. | 0.00% | 500 | $27,530 | $33,118 | +$5,588 | +20.30% | |
| Jpmorgan Chase & Co | 0.00% | 427 | $23,889 | $28,282 | +$4,393 | +18.39% | |
| Arax Advisory Partners | 0.00% | 320 | $17,620 | $21,195 | +$3,575 | +20.29% | |
| Rockefeller Capital Management L.P. | 0.00% | 219 | $12,071 | $14,506 | +$2,435 | +20.17% | |
| Financial Network Wealth Advisors Llc | 0.01% | 209 | $11,508 | $13,843 | +$2,335 | +20.29% | |
| Wells Fargo & Company/Mn | 0.00% | 178 | $9,780 | $11,790 | +$2,010 | +20.55% | |
| Jones Financial Companies Lllp | 0.00% | 112 | $6,254 | $7,418 | +$1,164 | +18.62% | |
| Qube Research & Technologies Ltd | 0.00% | 82 | $4,515 | $5,431 | +$916 | +20.29% | |
| Horizon Bancorp Inc | 0.00% | 14 | $1,000 | $927 | -$73 | -7.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,222 | $508 | $610,821 | +$610,313 | +120140.36% |
Frequently asked questions about PXI
Who are the largest institutional holders of PXI?
The largest institutional holders of PXI reported in the latest SEC Form 13F filings include Transamerica Financial Advisors, Llc, Janney Montgomery Scott Llc, Morgan Stanley, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported PXI position.
What is PXI institutional ownership?
This page tracks PXI positions reported by institutional investment managers through SEC Form 13F. INVESCO DORSEY WRIGHT ENERGY (PXI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PXI?
InsiderSet currently tracks 43 institutional managers reporting PXI 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 PXI shareholders.
How much PXI stock do institutions own?
Institutional investment managers disclosed approximately $39.92M in PXI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PXI institutional ownership last updated?
The latest PXI 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 PXI 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 PXI position after the reporting date.
Are institutions buying or selling PXI?
Institutional buying and selling can be analyzed by comparing PXI positions across consecutive 13F reporting periods. InsiderSet's PXI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PXI ownership changes.
How has PXI institutional ownership changed over time?
InsiderSet tracks PXI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.