INVESCO DORSEY WRIGHT BASIC (PYZ) Top Institutional Shareholders
INVESCO DORSEY WRIGHT BASIC (PYZ) 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 $33.96M in PYZ holdings during the latest filing period.
Transamerica Financial Advisors, Llc is currently the largest disclosed institutional shareholder of PYZ tracked by InsiderSet, reporting ownership valued at approximately $13.17M 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 $14.34M, representing an estimated gain of +8.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed PYZ value among the investors covered in this analysis. Major shareholders include Transamerica Financial Advisors, Llc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT BASIC (PYZ).
This page ranks the largest institutional PYZ 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
39
Total Reported Value
$33.96M
Largest Holder
Transamerica Financial Advisors, Llc
Largest Position
$13.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | 1.12% | 109,878 | $13,166,636 | $14,338,464 | +$1,171,828 | +8.90% | |
| Lpl Financial Llc | 0.00% | 36,689 | $4,396,380 | $4,787,709 | +$391,329 | +8.90% | |
| Morgan Stanley | 0.00% | 22,234 | $2,664,432 | $2,901,412 | +$236,980 | +8.89% | |
| Envestnet Asset Management Inc | 0.00% | 15,772 | $1,889,993 | $2,058,158 | +$168,165 | +8.90% | |
| Independent Financial Group, Llc | 0.02% | 18,207 | $1,486,737 | $2,375,912 | +$889,175 | +59.81% | |
| Mai Capital Management | 0.01% | 9,725 | $1,165,338 | $1,269,058 | +$103,720 | +8.90% | |
| Alphacore Capital Llc | 0.02% | 8,351 | $1,000,693 | $1,089,759 | +$89,066 | +8.90% | |
| Goldman Sachs Group Inc | 0.00% | 7,811 | $935,985 | $1,019,292 | +$83,307 | +8.90% | |
| Raymond James Financial Inc | 0.00% | 6,116 | $732,830 | $798,104 | +$65,274 | +8.91% | |
| Maltin Wealth Management, Inc. | 0.25% | 5,430 | $650,722 | $708,585 | +$57,863 | +8.89% | |
| Susquehanna International Group, Llp | 0.00% | 4,927 | $590,398 | $642,946 | +$52,548 | +8.90% | |
| Tower Research Capital Llc (Trc) | 0.01% | 4,722 | $565,833 | $616,195 | +$50,362 | +8.90% | |
| Trueblood Wealth Management, Llc | 0.21% | 4,496 | $538,730 | $586,703 | +$47,973 | +8.90% | |
| Advisory Services Network, Llc | 0.01% | 4,178 | $500,640 | $545,206 | +$44,566 | +8.90% | |
| Pacific Sun Financial Corp | 0.21% | 3,560 | $426,592 | $464,560 | +$37,968 | +8.90% | |
| Farther Finance Advisors, Llc | 0.00% | 3,372 | $411,055 | $440,027 | +$28,972 | +7.05% | |
| Osaic Holdings, Inc. | 0.00% | 2,843 | $340,766 | $370,996 | +$30,230 | +8.87% | |
| Octavia Wealth Advisors, Llc | 0.03% | 2,677 | $320,759 | $349,334 | +$28,575 | +8.91% | |
| Arax Advisory Partners | 0.01% | 2,639 | $316,230 | $344,375 | +$28,145 | +8.90% | |
| Silver Oak Securities, Incorporated | 0.02% | 2,412 | $289,028 | $314,752 | +$25,724 | +8.90% | |
| Genesee Capital Advisors, Llc | 0.12% | 2,407 | $288,429 | $314,100 | +$25,671 | +8.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,230 | $267,180 | $291,003 | +$23,823 | +8.92% | |
| Cetera Investment Advisers | 0.00% | 1,934 | $231,791 | $252,376 | +$20,585 | +8.88% | |
| Mason Investment Advisory Services, Inc. | 0.01% | 1,931 | $231,385 | $251,985 | +$20,600 | +8.90% | |
| Jones Financial Companies Lllp | 0.00% | 1,071 | $123,190 | $139,760 | +$16,570 | +13.45% | |
| Pds Planning, Inc | 0.01% | 983 | $117,792 | $128,276 | +$10,484 | +8.90% | |
| Ae Wealth Management Llc | 0.00% | 768 | $92,029 | $100,220 | +$8,191 | +8.90% | |
| Ubs Group Ag | 0.00% | 596 | $71,418 | $77,775 | +$6,357 | +8.90% | |
| Bellevue Asset Management, Llc | 0.02% | 338 | $40,502 | $44,107 | +$3,605 | +8.90% | |
| Sound Income Strategies, Llc | 0.00% | 300 | $36,571 | $39,148 | +$2,577 | +7.05% | |
| Epg Wealth Management Llc | 0.01% | 213 | $25,464 | $27,795 | +$2,331 | +9.16% | |
| Fmr Llc | 0.00% | 179 | $21,472 | $23,358 | +$1,886 | +8.79% | |
| Mtm Investment Management, Llc | 0.00% | 87 | $10,425 | $11,353 | +$928 | +8.90% | |
| Allworth Financial Lp | 0.00% | 82 | $9,826 | $10,701 | +$875 | +8.90% | |
| Janney Montgomery Scott Llc | 0.01% | 47,370 | $5,676 | $6,181,520 | +$6,175,844 | +108806.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,089 | $1,089 | $1,186,064 | +$1,184,975 | +108813.09% | |
| Register Financial Advisors Llc | 0.00% | 7 | $839 | $913 | +$74 | +8.87% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $104 | $130 | +$26 | +25.48% | |
| Horizon Bancorp Inc | 0.01% | 157 | $19 | $20,488 | +$20,469 | +107729.58% |
Frequently asked questions about PYZ
Who owns the most PYZ stock?
The largest holders of PYZ 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 BASIC (PYZ).
Is PYZ widely held by superinvestors?
Many widely followed stocks like PYZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PYZ 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.