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Invesco Dorsey Wright Consum (PSL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares36,785 from 35,954
Change+831 (+2%)
Value$3.9M (-$114.3K)
Filed 2026-11-06
Maltin Wealth Management, Inc.
INCREASED
Shares14,964 from 14,384
Change+580 (+4%)
Value$1.6M (-$19.4K)
Filed 2026-10-13
Kestra Advisory Services, LLC
NEW
Shares14,638
Change+14,638
Value$1.6M
Filed 2026-11-02
WealthBridge Capital Management, LLC
DECREASED
Shares8,051 from 8,071
Change-20 (0%)
Value$856.3K (-$47.6K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,903 from 7,872
Change-969 (-12%)
Value$734.0K (-$148.0K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares6,045 from 6,040
Change+5 (+0%)
Value$642.9K (-$33.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares5,981 from 5,981
Change0 (0%)
Value$636.2K (-$33.7K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares5,821 from 22,836
Change-17,015 (-75%)
Value$619.1K (-$1.9M)
Filed 2026-11-02
Sigma Planning Corp
UNCHANGED
Shares3,182 from 3,182
Change0 (0%)
Value$339.3K (-$17.1K)
Filed 2026-10-23
Independent Wealth Advisors LLC
INCREASED
Shares2,308 from 2,306
Change+2 (+0%)
Value$245.5K (-$12.8K)
Filed 2026-10-27
Meridian Wealth Management, LLC
UNCHANGED
Shares2,022 from 2,022
Change0 (0%)
Value$215.1K (-$11.4K)
Filed 2026-11-05
Selective Wealth Management, Inc.
INCREASED
Shares1,849 from 1,848
Change+1 (+0%)
Value$211.0K (+$221)
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares1,558 from 1,558
Change0 (0%)
Value$165.7K (-$8.8K)
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$63.8K (-$3.4K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
INCREASED
Shares576 from 575
Change+1 (+0%)
Value$61.3K (-$3.2K)
Filed 2026-10-30
Rossby Financial, LCC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$37.9K (-$2.0K)
Filed 2026-11-05
10Elms LLP
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$33.1K (-$1.8K)
Filed 2026-11-06
Capital Investment Counsel, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.3K (-$1.1K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$11.7K (-$620)
Filed 2026-11-02
Strengthening Families & Communities, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$11.1K (-$586)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares1 from 14
Change-13 (-93%)
Value$106 (-$1.5K)
Filed 2026-11-04
Compass Financial Management LLC
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$30.0K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-02
Private Trust Co NA
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-20
Morgan Stanley
N/A
Shares— from 42,423
Change-42,423 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 29,346
Change-29,346 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 20,135
Change-20,135 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,704
Change-14,704 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,847
Change-12,847 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,048
Change-9,048 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,832
Change-8,832 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 129
Change-129 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Blair William & Co
N/A
Shares— from 37
Change-37 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 34
Change-34 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 28
Change-28 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
LPL Financial LLC
INCREASED36,78535,954+831+2%$4.0M$3.9M-$114.3K2026-11-06
Maltin Wealth Management, Inc.
INCREASED14,96414,384+580+4%$1.6M$1.6M-$19.4K2026-10-13
Kestra Advisory Services, LLC
NEW14,638—+14,638——$1.6M—2026-11-02
WealthBridge Capital Management, LLC
DECREASED8,0518,071-200%$904.0K$856.3K-$47.6K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED6,9037,872-969-12%$882.0K$734.0K-$148.0K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED6,0456,040+5+0%$676.5K$642.9K-$33.6K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED5,9815,98100%$669.9K$636.2K-$33.7K2026-10-08
Commonwealth Equity Services, LLC
DECREASED5,82122,836-17,015-75%$2.6M$619.1K-$1.9M2026-11-02
Sigma Planning Corp
UNCHANGED3,1823,18200%$356.4K$339.3K-$17.1K2026-10-23
Independent Wealth Advisors LLC
INCREASED2,3082,306+2+0%$258.3K$245.5K-$12.8K2026-10-27
Meridian Wealth Management, LLC
UNCHANGED2,0222,02200%$226.5K$215.1K-$11.4K2026-11-05
Selective Wealth Management, Inc.
INCREASED1,8491,848+1+0%$210.8K$211.0K+$2212026-10-16
Jnba Financial Advisors
UNCHANGED1,5581,55800%$174.5K$165.7K-$8.8K2026-11-03
Manchester Capital Management LLC
UNCHANGED60060000%$67.2K$63.8K-$3.4K2026-10-22
Capital Investment Advisory Services, LLC
INCREASED576575+1+0%$64.4K$61.3K-$3.2K2026-10-30
Rossby Financial, LCC
UNCHANGED35635600%$39.9K$37.9K-$2.0K2026-11-05
10Elms LLP
UNCHANGED31131100%$34.8K$33.1K-$1.8K2026-11-06
Capital Investment Counsel, Inc
UNCHANGED20020000%$22.4K$21.3K-$1.1K2026-10-20
Key FInancial Inc
UNCHANGED11011000%$12.3K$11.7K-$6202026-11-02
Strengthening Families & Communities, LLC
UNCHANGED10410400%$11.6K$11.1K-$5862026-10-21
Citigroup Inc
DECREASED114-13-93%$1.6K$106-$1.5K2026-11-04
Compass Financial Management LLC
CLOSED0268-268-100%$30.0K$0-$30.0K2026-10-30
International Assets Investment Management, LLC
CLOSED033-33-100%$3.7K$0-$3.7K2026-11-02
Private Trust Co NA
CLOSED029-29-100%$3.2K$0-$3.2K2026-10-20
Morgan Stanley
N/A—42,423-42,423-100%$4.8M———
Bank of America Corp
N/A—29,346-29,346-100%$3.3M———
Cetera Investment Advisers
N/A—20,135-20,135-100%$2.3M———
Susquehanna International Group, LLP
N/A—14,704-14,704-100%$1.6M———
Goldman Sachs Group Inc
N/A—12,847-12,847-100%$1.4M———
Wells Fargo & Company
N/A—9,048-9,048-100%$1.0M———
Tower Research Capital LLC (TRC)
N/A—8,832-8,832-100%$989.2K———
UBS Group AG
N/A—7,348-7,348-100%$823.0K———
Jones Financial Companies Lllp
N/A—5,949-5,949-100%$670.0K———
Peapack Gladstone Financial Corp
N/A—5,032-5,032-100%$564.0K———
Envision Financial Transparency, LLC
N/A—4,927-4,927-100%$266.0K———
MML Investors Services, LLC
N/A—4,800-4,800-100%$537.5K———
Geneos Wealth Management Inc.
N/A—4,744-4,744-100%$531.3K———
Equitable Holdings, Inc.
N/A—3,268-3,268-100%$366.0K———
Pacific SUN Financial Corp
N/A—3,173-3,173-100%$355.4K———
Osaic Holdings, Inc.
N/A—2,910-2,910-100%$326.1K———
Stratos Wealth Partners, Ltd.
N/A—2,904-2,904-100%$325.3K———
Benjamin Edwards Inc
N/A—2,336-2,336-100%$261.6K———
Royal Bank of Canada
N/A—2,226-2,226-100%$249.0K———
Janney Montgomery Scott LLC
N/A—2,128-2,128-100%$238.0K———
Jane Street Group, LLC
N/A—2,039-2,039-100%$228.4K———
Raymond James Financial Inc
N/A—2,017-2,017-100%$225.9K———
Flow Traders U.S. LLC
N/A—1,898-1,898-100%$213.0K———
Steward Partners Investment Advisory, LLC
N/A—1,600-1,600-100%$179.2K———
FMR LLC
N/A—1,274-1,274-100%$142.7K———
Global Retirement Partners, LLC
N/A—788-788-100%$88.3K———
Bellevue Asset Management, LLC
N/A—580-580-100%$65.0K———
Capital Analysts, LLC
N/A—493-493-100%$55.0K———
Transamerica Financial Advisors, LLC
N/A—183-183-100%$20.5K———
O'shaughnessy Asset Management, LLC
N/A—150-150-100%$16.8K———
Nova Wealth Management, Inc.
N/A—129-129-100%$14.4K———
Harbour Investments, Inc.
N/A—98-98-100%$11.0K———
Blair William & Co
N/A—37-37-100%$4.1K———
Qube Research & Technologies Ltd
N/A—34-34-100%$3.8K———
Federation des caisses Desjardins du Quebec
N/A—28-28-100%$3.1K———
NewEdge Advisors, LLC
N/A—25-25-100%$2.8K———
Showing 60 of 60 institutions