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Invesco Dorsey Wright Basic (PYZ)

CUSIP: 46137V704 | NYSE | 143 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC13,171
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.5,879
0.0% of portfolio›$665.0K
Maltin Wealth Management, Inc.5,543
0.2% of portfolio›$626.9K
Trueblood Wealth Management, LLC4,652
0.2% of portfolio›$526.1K
Farther Finance Advisors, LLC3,368
0.0% of portfolio›$380.9K
Genesee Capital Advisors, LLC2,407
0.1% of portfolio›$272.2K
Commonwealth Equity Services, LLC2,208
0.0% of portfolio›$249.7K
Laurel Wealth Advisors LLC716
0.0% of portfolio›$80.9K
10Elms LLP336
0.0% of portfolio›$38.1K
EPG Wealth Management LLC213
0.0% of portfolio›$24.0K
MTM Investment Management, LLC87
0.0% of portfolio›$9.8K
Allworth Financial LP82
0.0% of portfolio›$10.3K
Register Financial Advisors LLC7
0.0% of portfolio›$792
Citigroup Inc1
0.0% of portfolio›$113
StyleTurnoverLocationFiled
LPL Financial LLC
13,171$1.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
5,879$665.0K0.0%ETFLowFairfield, IA2026-11-02
Maltin Wealth Management, Inc.
5,543$626.9K0.2%ETFMediumRidgewood, NJ2026-10-13
Trueblood Wealth Management, LLC
4,652$526.1K0.2%CoreLowLima, OH2026-10-23
Farther Finance Advisors, LLC
3,368$380.9K0.0%IndexLowSan Francisco, CA2026-10-08
Genesee Capital Advisors, LLC
2,407$272.2K0.1%ETFMediumAuburn, NY2026-10-20
Commonwealth Equity Services, LLC
2,208$249.7K0.0%ETFLowWaltham, MA2026-11-02
Laurel Wealth Advisors LLC
716$80.9K0.0%CoreVery LowCharlotte, NC2026-10-27
10Elms LLP
336$38.1K0.0%ETFVery LowTulsa, OK2026-11-06
EPG Wealth Management LLC
213$24.0K0.0%GrowthLowAtlanta, GA2026-11-03
MTM Investment Management, LLC
87$9.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
Allworth Financial LP
82$10.3K0.0%IndexLowFolsom, CA2026-11-06
Register Financial Advisors LLC
7$7920.0%GARPLowAtlanta, GA2026-10-23
Citigroup Inc
1$1130.0%CoreMediumNew York, NY2026-11-04