Invesco Dorsey Wright Financ (PFI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

LPL Financial LLC

DECREASED

Shares54,836 from 55,348

Change-512 (-1%)

Value$3.2M (-$205.6K)

Filed 2026-11-06

Farther Finance Advisors, LLC

UNCHANGED

Shares16,859 from 16,859

Change0 (0%)

Value$973.1K (-$53.6K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares10,963 from 3,757

Change+7,206 (+192%)

Value$633.0K (+$404.0K)

Filed 2026-11-02

Genesee Capital Advisors, LLC

INCREASED

Shares8,144 from 8,140

Change+4 (+0%)

Value$470.1K (-$25.7K)

Filed 2026-10-20

Trueblood Wealth Management, LLC

DECREASED

Shares7,648 from 7,663

Change-15 (0%)

Value$441.5K (-$25.2K)

Filed 2026-10-23

Sensible Money, LLC

UNCHANGED

Shares5,973 from 5,973

Change0 (0%)

Value$344.8K (-$19.0K)

Filed 2026-10-20

Asset Dedication, LLC

UNCHANGED

Shares5,973 from 5,973

Change0 (0%)

Value$344.8K (-$19.0K)

Filed 2026-11-03

Laurel Wealth Advisors LLC

UNCHANGED

Shares4,367 from 4,367

Change0 (0%)

Value$252.1K (-$13.9K)

Filed 2026-10-27

Kingswood Wealth Advisors, LLC

NEW

Shares4,207

Change+4,207

Value$242.8K

Filed 2026-10-23

IFP Advisors, Inc

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$17.3K (-$955)

Filed 2026-10-16

Citigroup Inc

NEW

Shares85

Change+85

Value$4.9K

Filed 2026-11-04

Bank of America Corp

N/A

Shares— from 54,276

Change-54,276 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 28,288

Change-28,288 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,906

Change-14,906 (-100%)

Value—

UBS Group AG

N/A

Shares— from 11,411

Change-11,411 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 11,374

Change-11,374 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 6,667

Change-6,667 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 5,601

Change-5,601 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,784

Change-4,784 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,187

Change-4,187 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 4,012

Change-4,012 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,504

Change-3,504 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 3,021

Change-3,021 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 1,472

Change-1,472 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 745

Change-745 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 642

Change-642 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 483

Change-483 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 293

Change-293 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 246

Change-246 (-100%)

Value—

FMR LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	DECREASED	54,836	55,348	-512	-1%	$3.4M	$3.2M	-$205.6K	2026-11-06
Farther Finance Advisors, LLC	UNCHANGED	16,859	16,859	0	0%	$1.0M	$973.1K	-$53.6K	2026-10-08
Cambridge Investment Research Advisors, Inc.	INCREASED	10,963	3,757	+7,206	+192%	$229.0K	$633.0K	+$404.0K	2026-11-02
Genesee Capital Advisors, LLC	INCREASED	8,144	8,140	+4	+0%	$495.8K	$470.1K	-$25.7K	2026-10-20
Trueblood Wealth Management, LLC	DECREASED	7,648	7,663	-15	0%	$466.7K	$441.5K	-$25.2K	2026-10-23
Sensible Money, LLC	UNCHANGED	5,973	5,973	0	0%	$363.8K	$344.8K	-$19.0K	2026-10-20
Asset Dedication, LLC	UNCHANGED	5,973	5,973	0	0%	$363.8K	$344.8K	-$19.0K	2026-11-03
Laurel Wealth Advisors LLC	UNCHANGED	4,367	4,367	0	0%	$265.9K	$252.1K	-$13.9K	2026-10-27
Kingswood Wealth Advisors, LLC	NEW	4,207	—	+4,207	—	—	$242.8K	—	2026-10-23
IFP Advisors, Inc	UNCHANGED	300	300	0	0%	$18.3K	$17.3K	-$955	2026-10-16
Citigroup Inc	NEW	85	—	+85	—	—	$4.9K	—	2026-11-04
Bank of America Corp	N/A	—	54,276	-54,276	-100%	$3.3M	—	—	—
Morgan Stanley	N/A	—	28,288	-28,288	-100%	$1.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	14,906	-14,906	-100%	$907.9K	—	—	—
UBS Group AG	N/A	—	11,411	-11,411	-100%	$695.0K	—	—	—
Two Sigma Investments, LP	N/A	—	11,374	-11,374	-100%	$692.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	6,667	-6,667	-100%	$406.1K	—	—	—
Raymond James Financial Inc	N/A	—	5,601	-5,601	-100%	$341.1K	—	—	—
Cetera Investment Advisers	N/A	—	4,784	-4,784	-100%	$291.3K	—	—	—
JPMorgan Chase & Co	N/A	—	4,187	-4,187	-100%	$253.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	4,012	-4,012	-100%	$244.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,504	-3,504	-100%	$213.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	3,021	-3,021	-100%	$184.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,800	-1,800	-100%	$109.6K	—	—	—
Bellevue Asset Management, LLC	N/A	—	1,472	-1,472	-100%	$89.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	745	-745	-100%	$45.4K	—	—	—
Huntington National Bank	N/A	—	642	-642	-100%	$39.1K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	483	-483	-100%	$29.4K	—	—	—
Providence Capital Advisors, LLC	N/A	—	293	-293	-100%	$17.8K	—	—	—
Royal Bank of Canada	N/A	—	246	-246	-100%	$15.0K	—	—	—
FMR LLC	N/A	—	41	-41	-100%	$2.5K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	13	-13	-100%	$2.6M	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$3	—	—	—

Showing 33 of 33 institutions