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Invesco Dorsey Wright Financ (PFI)

CUSIP: 46137V860 | NYSE | 132 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC54,836
0.0% of portfolio›$3.2M
Farther Finance Advisors, LLC16,859
0.0% of portfolio›$973.1K
Cambridge Investment Research Advisors, Inc.10,963
0.0% of portfolio›$633.0K
Genesee Capital Advisors, LLC8,144
0.1% of portfolio›$470.1K
Trueblood Wealth Management, LLC7,648
0.2% of portfolio›$441.5K
Asset Dedication, LLC5,973
0.0% of portfolio›$344.8K
Sensible Money, LLC5,973
0.1% of portfolio›$344.8K
Laurel Wealth Advisors LLC4,367
0.0% of portfolio›$252.1K
Kingswood Wealth Advisors, LLC4,207
0.0% of portfolio›$242.8K
IFP Advisors, Inc300
0.0% of portfolio›$17.3K
Citigroup Inc85
0.0% of portfolio›$4.9K
StyleTurnoverLocationFiled
LPL Financial LLC
54,836$3.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Farther Finance Advisors, LLC
16,859$973.1K0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
10,963$633.0K0.0%ETFLowFairfield, IA2026-11-02
Genesee Capital Advisors, LLC
8,144$470.1K0.1%ETFMediumAuburn, NY2026-10-20
Trueblood Wealth Management, LLC
7,648$441.5K0.2%CoreLowLima, OH2026-10-23
Asset Dedication, LLC
5,973$344.8K0.0%ETFLowSan Francisco, CA2026-11-03
Sensible Money, LLC
5,973$344.8K0.1%ETFVery LowScottsdale, AZ2026-10-20
Laurel Wealth Advisors LLC
4,367$252.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Kingswood Wealth Advisors, LLC
4,207$242.8K0.0%GrowthLowSan Diego, CA2026-10-23
IFP Advisors, Inc
300$17.3K0.0%GrowthLowTampa, FL2026-10-16
Citigroup Inc
85$4.9K0.0%CoreMediumNew York, NY2026-11-04