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Invesco Dorsey Wright Tech (PTF)

CUSIP: 46137V811 | NYSE | 310 institutional holders

Quarters

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

Maxi Investments CY Ltd80,100
0.0% of portfolio›$8.7K
Paller Financial Services Inc68,775
5.7% of portfolio›$7.5M
StoneX Group Inc.41,050
0.2% of portfolio›$4.5M
Cambridge Investment Research Advisors, Inc.32,466
0.0% of portfolio›$3.5M
Farther Finance Advisors, LLC31,472
0.0% of portfolio›$3.4M
Lanark Financial, Inc.25,035
0.2% of portfolio›$2.7M
Mission Wealth Management, LP24,300
0.0% of portfolio›$2.6M
Genesee Capital Advisors, LLC15,863
0.5% of portfolio›$1.7M
Signature Equity Partners, LLC13,208
0.5% of portfolio›$1.4M
Mirae Asset Global Investments Co., Ltd.11,900
0.0% of portfolio›$1.3M
Pathway Financial Advisers, LLC11,665
0.3% of portfolio›$1.3M
Unique Wealth Strategies, LLC9,426
0.5% of portfolio›$1.3M
AlphaCore Capital LLC8,169
0.0% of portfolio›$889.5K
Fifth Third Bancorp6,675
0.0% of portfolio›$726.8K
Clear Creek Financial Management, LLC5,840
0.0% of portfolio›$635.9K
Wealthcare Advisory Partners LLC5,747
0.0% of portfolio›$625.8K
Sound Income Strategies, LLC4,729
0.0% of portfolio›$524.7K
Dedeker Financial LLC4,657
0.3% of portfolio›$507.1K
Chicago Partners Investment Group LLC4,650
0.0% of portfolio›$491.6K
Commonwealth Equity Services, LLC4,605
0.0% of portfolio›$501.5K
Samalin Investment Counsel, LLC4,433
0.2% of portfolio›$482.7K
Sigma Planning Corp4,394
0.0% of portfolio›$478.5K
Third View Private Wealth, LLC4,250
0.1% of portfolio›$462.8K
Kingswood Wealth Advisors, LLC4,210
0.0% of portfolio›$458.4K
Wedbush Securities Inc4,130
0.0% of portfolio›$450
MTM Investment Management, LLC3,966
0.1% of portfolio›$431.9K
Kestra Advisory Services, LLC3,752
0.0% of portfolio›$408.6K
Reik & Co., LLC3,600
0.1% of portfolio›$392.0K
Leelyn Smith, LLC3,575
0.0% of portfolio›$389.3K
Golden State Wealth Management, LLC3,560
0.0% of portfolio›$387.6K
Cooper Financial Group3,353
0.0% of portfolio›$365.1K
Equitable Trust Co3,163
0.0% of portfolio›$344.4K
Private Trust Co NA2,854
0.0% of portfolio›$310.8K
MGO One Seven LLC2,782
0.0% of portfolio›$302.9K
Trueblood Wealth Management, LLC2,586
0.1% of portfolio›$281.6K
Wealth Enhancement Advisory Services, LLC2,530
0.0% of portfolio›$280.7K
Creative Planning2,474
0.0% of portfolio›$269.4K
Harbor Investment Advisory, LLC2,425
0.0% of portfolio›$264.1K
D.A. Davidson & Co.2,345
0.0% of portfolio›$255.3K
LJI Wealth Management, LLC2,325
0.0% of portfolio›$253.2K
NWF Advisory Services Inc.2,175
0.0% of portfolio›$236.8K
Cornerstone Wealth Management, LLC2,000
0.0% of portfolio›$217.8K
Belvedere Trading LLC1,988
0.0% of portfolio›$216.5K
Fifth Third Securities, Inc.1,969
0.0% of portfolio›$214.4K
Simplex Trading, LLC1,081
0.0% of portfolio›$117.7K
US Bancorp \de\407
0.0% of portfolio›$44.3K
TD Waterhouse Canada Inc.320
0.0% of portfolio›$35.7K
Creative Financial Designs Inc291
0.0% of portfolio›$31.7K
Oakworth Capital, Inc.250
0.0% of portfolio›$27.2K
Capital Investment Advisory Services, LLC200
0.0% of portfolio›$21.8K
Quaker Wealth Management, LLC162
0.0% of portfolio›$17.6K
Spire Wealth Management47
0.0% of portfolio›$5.1K
Pinnacle Wealth Planning Services, Inc.30
0.0% of portfolio›$3.3K
Assetmark, Inc9
0.0% of portfolio›$980
Laurel Wealth Advisors LLC8
0.0% of portfolio›$872
StyleTurnoverLocationFiled
Maxi Investments CY Ltd
80,100$8.7K0.0%GrowthVery HighLimassol, Georgia2026-10-26
Paller Financial Services Inc
68,775$7.5M5.7%ETFMediumCentennial, CO2026-10-13
StoneX Group Inc.
41,050$4.5M0.2%ETFMediumNew York, NY2026-11-03
Cambridge Investment Research Advisors, Inc.
32,466$3.5M0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
31,472$3.4M0.0%IndexLowSan Francisco, CA2026-10-08
Lanark Financial, Inc.
25,035$2.7M0.2%CoreMediumBirmingham, AL2026-10-26
Mission Wealth Management, LP
24,300$2.6M0.0%ETFLowSanta Barbara, CA2026-10-15
Genesee Capital Advisors, LLC
15,863$1.7M0.5%ETFMediumAuburn, NY2026-10-20
Signature Equity Partners, LLC
13,208$1.4M0.5%GrowthMediumColumbus, OH2026-10-29
Mirae Asset Global Investments Co., Ltd.
11,900$1.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
Pathway Financial Advisers, LLC
11,665$1.3M0.3%CoreLowAuburn, IN2026-10-27
Unique Wealth Strategies, LLC
9,426$1.3M0.5%CoreMediumBurr Ridge, IL2026-10-13
AlphaCore Capital LLC
8,169$889.5K0.0%ETFLowLa Jolla, CA2026-11-04
Fifth Third Bancorp
6,675$726.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Clear Creek Financial Management, LLC
5,840$635.9K0.0%ETFMediumSilverdale, WA2026-10-28
Wealthcare Advisory Partners LLC
5,747$625.8K0.0%ETFLowWest Chester, PA2026-10-21
Sound Income Strategies, LLC
4,729$524.7K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Dedeker Financial LLC
4,657$507.1K0.3%MomentumMediumSt. Louis Park, MN2026-10-23
Chicago Partners Investment Group LLC
4,650$491.6K0.0%GARPLowChicago, IL2026-10-27
Commonwealth Equity Services, LLC
4,605$501.5K0.0%ETFLowWaltham, MA2026-11-02
Samalin Investment Counsel, LLC
4,433$482.7K0.2%YieldMediumChappaqua, NY2026-10-23
Sigma Planning Corp
4,394$478.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Third View Private Wealth, LLC
4,250$462.8K0.1%GrowthLowWestport, CT2026-10-30
Kingswood Wealth Advisors, LLC
4,210$458.4K0.0%GrowthLowSan Diego, CA2026-10-23
Wedbush Securities Inc
4,130$4500.0%CoreLowPasadena, CA2026-10-22
MTM Investment Management, LLC
3,966$431.9K0.1%CoreVery LowSpartanburg, SC2026-10-30
Kestra Advisory Services, LLC
3,752$408.6K0.0%CoreLowAustin, TX2026-11-02
Reik & Co., LLC
3,600$392.0K0.1%ValueVery LowNew York, NY2026-10-27
Leelyn Smith, LLC
3,575$389.3K0.0%GrowthLowGeneva, IL2026-11-03
Golden State Wealth Management, LLC
3,560$387.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Cooper Financial Group
3,353$365.1K0.0%GrowthMediumIrvine, CA2026-10-07
Equitable Trust Co
3,163$344.4K0.0%CoreLowNashville, TN2026-10-13
Private Trust Co NA
2,854$310.8K0.0%CoreLowCleveland, OH2026-10-20
MGO One Seven LLC
2,782$302.9K0.0%GrowthLowBeachwood, OH2026-10-28
Trueblood Wealth Management, LLC
2,586$281.6K0.1%CoreLowLima, OH2026-10-23
Wealth Enhancement Advisory Services, LLC
2,530$280.7K0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
2,474$269.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Harbor Investment Advisory, LLC
2,425$264.1K0.0%GrowthLowLutherville, MD2026-10-13
D.A. Davidson & Co.
2,345$255.3K0.0%CoreLowGreat Falls, MT2026-10-28
LJI Wealth Management, LLC
2,325$253.2K0.0%ETFLowIndianapolis, IN2026-10-28
NWF Advisory Services Inc.
2,175$236.8K0.0%GARPLowLos Angeles, CA2026-10-19
Cornerstone Wealth Management, LLC
2,000$217.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Belvedere Trading LLC
1,988$216.5K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Fifth Third Securities, Inc.
1,969$214.4K0.0%ETFLowCincinnati, OH2026-10-21
Simplex Trading, LLC
1,081$117.7K0.0%CoreVery HighChicago, IL2026-11-04
US Bancorp \de\
407$44.3K0.0%IndexLowMinneapolis, MN2026-11-05
TD Waterhouse Canada Inc.
320$35.7K0.0%CoreLowToronto, Australia2026-10-16
Creative Financial Designs Inc
291$31.7K0.0%ETFMediumKokomo, IN2026-11-04
Oakworth Capital, Inc.
250$27.2K0.0%ETFLowBirmingham, AL2026-10-26
Capital Investment Advisory Services, LLC
200$21.8K0.0%CoreMediumRaleigh, NC2026-10-30
Quaker Wealth Management, LLC
162$17.6K0.0%ETFMediumMoorestown, NJ2026-10-22
Spire Wealth Management
47$5.1K0.0%GrowthMediumMclean, VA2026-10-30
Pinnacle Wealth Planning Services, Inc.
30$3.3K0.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
9$9800.0%ETFLowConcord, CA2026-10-21
Laurel Wealth Advisors LLC
8$8720.0%CoreVery LowCharlotte, NC2026-10-27