Invesco Dorsey Wright Basic (PYZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares13,171 from 33,174

Change-20,003 (-60%)

Value$1.5M (-$2.7M)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares5,879 from 6,552

Change-673 (-10%)

Value$665.0K (-$160.0K)

Filed 2026-11-02

Maltin Wealth Management, Inc.

INCREASED

Shares5,543 from 5,536

Change+7 (+0%)

Value$626.9K (-$69.8K)

Filed 2026-10-13

Trueblood Wealth Management, LLC

INCREASED

Shares4,652 from 4,570

Change+82 (+2%)

Value$526.1K (-$49.0K)

Filed 2026-10-23

Farther Finance Advisors, LLC

UNCHANGED

Shares3,368 from 3,368

Change0 (0%)

Value$380.9K (-$42.9K)

Filed 2026-10-08

Genesee Capital Advisors, LLC

UNCHANGED

Shares2,407 from 2,407

Change0 (0%)

Value$272.2K (-$30.7K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

DECREASED

Shares2,208 from 2,234

Change-26 (-1%)

Value$249.7K (-$31.4K)

Filed 2026-11-02

Laurel Wealth Advisors LLC

NEW

Shares716

Change+716

Value$80.9K

Filed 2026-10-27

10Elms LLP

UNCHANGED

Shares336 from 336

Change0 (0%)

Value$38.1K (-$4.3K)

Filed 2026-11-06

EPG Wealth Management LLC

UNCHANGED

Shares213 from 213

Change0 (0%)

Value$24.0K (-$2.7K)

Filed 2026-11-03

MTM Investment Management, LLC

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$9.8K (-$1.1K)

Filed 2026-10-30

Allworth Financial LP

UNCHANGED

Shares82 from 82

Change0 (0%)

Value$10.3K ($0)

Filed 2026-11-06

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$792 (-$89)

Filed 2026-10-23

Citigroup Inc

NEW

Shares1

Change+1

Value$113

Filed 2026-11-04

PDS Planning, Inc

CLOSED

Shares0 from 983

Change-983 (-100%)

Value$0 (-$123.7K)

Filed 2026-11-03

Assetmark, Inc

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$12.7K)

Filed 2026-10-21

Morgan Stanley

N/A

Shares— from 22,706

Change-22,706 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 22,269

Change-22,269 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 16,070

Change-16,070 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,313

Change-10,313 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,053

Change-9,053 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 7,725

Change-7,725 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 6,070

Change-6,070 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 4,200

Change-4,200 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 3,540

Change-3,540 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,947

Change-2,947 (-100%)

Value—

Octavia Wealth Advisors, LLC

N/A

Shares— from 2,648

Change-2,648 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,521

Change-2,521 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,240

Change-2,240 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,224

Change-2,224 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,164

Change-2,164 (-100%)

Value—

Mason Investment Advisory Services, Inc.

N/A

Shares— from 1,912

Change-1,912 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 768

Change-768 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 709

Change-709 (-100%)

Value—

UBS Group AG

N/A

Shares— from 562

Change-562 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 338

Change-338 (-100%)

Value—

FMR LLC

N/A

Shares— from 163

Change-163 (-100%)

Value—

Horizon Bancorp Inc

N/A

Shares— from 157

Change-157 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 140

Change-140 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 103

Change-103 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	13,171	33,174	-20,003	-60%	$4.2M	$1.5M	-$2.7M	2026-11-06
Cambridge Investment Research Advisors, Inc.	DECREASED	5,879	6,552	-673	-10%	$825.0K	$665.0K	-$160.0K	2026-11-02
Maltin Wealth Management, Inc.	INCREASED	5,543	5,536	+7	+0%	$696.7K	$626.9K	-$69.8K	2026-10-13
Trueblood Wealth Management, LLC	INCREASED	4,652	4,570	+82	+2%	$575.1K	$526.1K	-$49.0K	2026-10-23
Farther Finance Advisors, LLC	UNCHANGED	3,368	3,368	0	0%	$423.8K	$380.9K	-$42.9K	2026-10-08
Genesee Capital Advisors, LLC	UNCHANGED	2,407	2,407	0	0%	$302.9K	$272.2K	-$30.7K	2026-10-20
Commonwealth Equity Services, LLC	DECREASED	2,208	2,234	-26	-1%	$281.1K	$249.7K	-$31.4K	2026-11-02
Laurel Wealth Advisors LLC	NEW	716	—	+716	—	—	$80.9K	—	2026-10-27
10Elms LLP	UNCHANGED	336	336	0	0%	$42.3K	$38.1K	-$4.3K	2026-11-06
EPG Wealth Management LLC	UNCHANGED	213	213	0	0%	$26.7K	$24.0K	-$2.7K	2026-11-03
MTM Investment Management, LLC	UNCHANGED	87	87	0	0%	$10.9K	$9.8K	-$1.1K	2026-10-30
Allworth Financial LP	UNCHANGED	82	82	0	0%	$10.3K	$10.3K	$0	2026-11-06
Register Financial Advisors LLC	UNCHANGED	7	7	0	0%	$881	$792	-$89	2026-10-23
Citigroup Inc	NEW	1	—	+1	—	—	$113	—	2026-11-04
PDS Planning, Inc	CLOSED	0	983	-983	-100%	$123.7K	$0	-$123.7K	2026-11-03
Assetmark, Inc	CLOSED	0	101	-101	-100%	$12.7K	$0	-$12.7K	2026-10-21
Morgan Stanley	N/A	—	22,706	-22,706	-100%	$2.9M	—	—	—
NewEdge Advisors, LLC	N/A	—	22,269	-22,269	-100%	$2.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	16,070	-16,070	-100%	$2.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	10,313	-10,313	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	9,053	-9,053	-100%	$1.1M	—	—	—
MAI Capital Management	N/A	—	7,725	-7,725	-100%	$972.1K	—	—	—
Raymond James Financial Inc	N/A	—	6,070	-6,070	-100%	$763.8K	—	—	—
Two Sigma Investments, LP	N/A	—	4,200	-4,200	-100%	$528.5K	—	—	—
Pacific SUN Financial Corp	N/A	—	3,540	-3,540	-100%	$445.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,947	-2,947	-100%	$370.8K	—	—	—
Octavia Wealth Advisors, LLC	N/A	—	2,648	-2,648	-100%	$333.2K	—	—	—
Arax Advisory Partners	N/A	—	2,521	-2,521	-100%	$317.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,240	-2,240	-100%	$282.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,224	-2,224	-100%	$280.0K	—	—	—
Cetera Investment Advisers	N/A	—	2,164	-2,164	-100%	$272.3K	—	—	—
Mason Investment Advisory Services, Inc.	N/A	—	1,912	-1,912	-100%	$240.6K	—	—	—
AE Wealth Management LLC	N/A	—	768	-768	-100%	$96.6K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	709	-709	-100%	$89.2K	—	—	—
UBS Group AG	N/A	—	562	-562	-100%	$70.7K	—	—	—
Bellevue Asset Management, LLC	N/A	—	338	-338	-100%	$42.5K	—	—	—
FMR LLC	N/A	—	163	-163	-100%	$20.5K	—	—	—
Horizon Bancorp Inc	N/A	—	157	-157	-100%	$20.0K	—	—	—
BFC Planning, Inc.	N/A	—	140	-140	-100%	$17.6K	—	—	—
Sankala Group LLC	N/A	—	103	-103	-100%	$12.9K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$81	—	—	—

Showing 41 of 41 institutions