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Invesco Dorsey Wright Energy (PXI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares43,080 from 40,474
Change+2,606 (+6%)
Value$2.6M (+$408.4K)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares16,117 from 18,963
Change-2,846 (-15%)
Value$986.5K (-$57.6K)
Filed 2026-11-04
Trueblood Wealth Management, LLC
INCREASED
Shares10,862 from 10,796
Change+66 (+1%)
Value$664.8K (+$70.4K)
Filed 2026-10-23
Leelyn Smith, LLC
DECREASED
Shares6,686 from 7,644
Change-958 (-13%)
Value$409.3K (-$11.6K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares3,972 from 3,969
Change+3 (+0%)
Value$243.1K (+$24.6K)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$79.6K (+$8.0K)
Filed 2026-10-15
Farther Finance Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$79.6K (+$8.0K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares1,000 from 1,204
Change-204 (-17%)
Value$61.2K (-$5.1K)
Filed 2026-10-16
Rossby Financial, LCC
NEW
Shares980
Change+980
Value$60.0K
Filed 2026-11-05
Advantage Trust Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$36.7K (+$3.7K)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares560 from 212
Change+348 (+164%)
Value$34.3K (+$22.6K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$32.4K (+$3.3K)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$12.8K (+$1.3K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 9,222
Change-9,222 (-100%)
Value$0 (-$508.0K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-02
Transamerica Financial Advisors, LLC
N/A
Shares— from 233,439
Change-233,439 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 117,601
Change-117,601 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 51,910
Change-51,910 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 42,024
Change-42,024 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,551
Change-27,551 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26,225
Change-26,225 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,580
Change-17,580 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,665
Change-14,665 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,295
Change-14,295 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,927
Change-11,927 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,722
Change-8,722 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,019
Change-7,019 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
FMR LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 427
Change-427 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 320
Change-320 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 219
Change-219 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 178
Change-178 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 112
Change-112 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 82
Change-82 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED43,08040,474+2,606+6%$2.2M$2.6M+$408.4K2026-11-06
AlphaCore Capital LLC
DECREASED16,11718,963-2,846-15%$1.0M$986.5K-$57.6K2026-11-04
Trueblood Wealth Management, LLC
INCREASED10,86210,796+66+1%$594.4K$664.8K+$70.4K2026-10-23
Leelyn Smith, LLC
DECREASED6,6867,644-958-13%$420.9K$409.3K-$11.6K2026-11-03
Truist Financial Corp
INCREASED3,9723,969+3+0%$218.5K$243.1K+$24.6K2026-10-30
Cherry Tree Wealth Management, LLC
UNCHANGED1,3001,30000%$71.6K$79.6K+$8.0K2026-10-15
Farther Finance Advisors, LLC
UNCHANGED1,3001,30000%$71.6K$79.6K+$8.0K2026-10-08
IFP Advisors, Inc
DECREASED1,0001,204-204-17%$66.3K$61.2K-$5.1K2026-10-16
Rossby Financial, LCC
NEW980—+980——$60.0K—2026-11-05
Advantage Trust Co
UNCHANGED60060000%$33.0K$36.7K+$3.7K2026-10-19
Assetmark, Inc
INCREASED560212+348+164%$11.7K$34.3K+$22.6K2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED53053000%$29.2K$32.4K+$3.3K2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED20920900%$11.5K$12.8K+$1.3K2026-10-28
Cambridge Investment Research Advisors, Inc.
CLOSED09,222-9,222-100%$508.0K$0-$508.0K2026-11-02
International Assets Investment Management, LLC
CLOSED000—$0$0$02026-11-02
Transamerica Financial Advisors, LLC
N/A—233,439-233,439-100%$12.9M———
Janney Montgomery Scott LLC
N/A—117,601-117,601-100%$6.5M———
Morgan Stanley
N/A—51,910-51,910-100%$2.9M———
Bank of America Corp
N/A—42,024-42,024-100%$2.3M———
Goldman Sachs Group Inc
N/A—27,551-27,551-100%$1.5M———
Osaic Holdings, Inc.
N/A—26,225-26,225-100%$1.4M———
Two Sigma Investments, LP
N/A—25,000-25,000-100%$1.4M———
Raymond James Financial Inc
N/A—17,580-17,580-100%$967.9K———
Cetera Investment Advisers
N/A—14,665-14,665-100%$807.5K———
Kingsview Wealth Management, LLC
N/A—14,295-14,295-100%$787.1K———
Advisory Services Network, LLC
N/A—11,927-11,927-100%$656.7K———
IHT Wealth Management, LLC
N/A—8,722-8,722-100%$480.2K———
Tower Research Capital LLC (TRC)
N/A—7,761-7,761-100%$427.3K———
Envestnet Asset Management Inc
N/A—7,680-7,680-100%$422.8K———
Royal Bank of Canada
N/A—7,019-7,019-100%$386.0K———
Susquehanna International Group, LLP
N/A—4,301-4,301-100%$236.8K———
Keating Financial Advisory Services, Inc.
N/A—4,240-4,240-100%$233.5K———
Peapack Gladstone Financial Corp
N/A—3,835-3,835-100%$211.0K———
Ameriprise Financial Inc
N/A—3,656-3,656-100%$201.3K———
UBS Group AG
N/A—3,315-3,315-100%$182.5K———
Global Retirement Partners, LLC
N/A—2,513-2,513-100%$138.4K———
Steward Partners Investment Advisory, LLC
N/A—780-780-100%$42.9K———
FMR LLC
N/A—543-543-100%$29.9K———
Geneos Wealth Management Inc.
N/A—500-500-100%$27.5K———
JPMorgan Chase & Co
N/A—427-427-100%$23.9K———
Arax Advisory Partners
N/A—320-320-100%$17.6K———
Rockefeller Capital Management L.P.
N/A—219-219-100%$12.1K———
Wells Fargo & Company
N/A—178-178-100%$9.8K———
Jones Financial Companies Lllp
N/A—112-112-100%$6.3K———
Qube Research & Technologies Ltd
N/A—82-82-100%$4.5K———
Horizon Bancorp Inc
N/A—14-14-100%$1.0K———
BFC Planning, Inc.
N/A—1-1-100%$78———
Showing 47 of 47 institutions