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Invesco Dorsey Wright Smallc (DWAS)

CUSIP: 46138E842 | NYSE | 299 institutional holders

Quarters

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

Wealth Enhancement Advisory Services, LLC293,562
0.0% of portfolio›$31.0M
Vise Technologies, Inc.28,965
0.0% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.27,317
0.0% of portfolio›$3.0M
Prospera Financial Services Inc25,749
0.0% of portfolio›$2.7M
Sound Income Strategies, LLC19,199
0.1% of portfolio›$2.0M
Commonwealth Equity Services, LLC16,691
0.0% of portfolio›$1.8M
1900 Wealth Management LLC15,731
0.1% of portfolio›$1.7M
Colonial River Investments, LLC14,758
0.4% of portfolio›$1.6M
Nottingham Advisors, Inc.13,149
0.2% of portfolio›$1.4M
Family Capital Trust Co11,999
0.4% of portfolio›$1.3M
Trueblood Wealth Management, LLC9,182
0.4% of portfolio›$995.5K
Partners Wealth Management, LLC7,602
0.1% of portfolio›$824.2K
Financial Partners Group, Inc7,473
0.1% of portfolio›$810.3K
Davenport & Co LLC7,141
0.0% of portfolio›$774.2K
Kestra Advisory Services, LLC5,215
0.0% of portfolio›$565.4K
Farther Finance Advisors, LLC5,125
0.0% of portfolio›$555.6K
Nemes Rush Group LLC4,532
0.0% of portfolio›$491.3K
Strid Group, LLC4,008
0.0% of portfolio›$434.5K
CoreCap Advisors, LLC3,617
0.0% of portfolio›$392.1K
Creative Planning2,690
0.0% of portfolio›$291.6K
Focus Financial Network, Inc.2,459
0.0% of portfolio›$266.6K
IFP Advisors, Inc2,309
0.0% of portfolio›$250.3K
Nations Financial Group Inc,2,287
0.0% of portfolio›$248.0K
Soltis Investment Advisors LLC2,263
0.0% of portfolio›$245.4K
MTM Investment Management, LLC2,164
0.1% of portfolio›$234.6K
Spire Wealth Management2,010
0.0% of portfolio›$217.9K
Concurrent Investment Advisors, LLC1,904
0.0% of portfolio›$206.4K
Brookstone Capital Management1,879
0.0% of portfolio›$203.8K
Citigroup Inc1,718
0.0% of portfolio›$186.3K
Wealth Enhancement Trust Services, Inc.1,178
0.0% of portfolio›$127.7K
Nfsg Corp430
0.0% of portfolio›$46.6K
Assetmark, Inc365
0.0% of portfolio›$39.6K
Register Financial Advisors LLC283
0.0% of portfolio›$30.7K
Key FInancial Inc108
0.0% of portfolio›$11.7K
Fifth Third Bancorp105
0.0% of portfolio›$11.4K
Investors Research Corp44
0.0% of portfolio›$4.8K
Private Trust Co NA21
0.0% of portfolio›$2.3K
Golden State Wealth Management, LLC5
0.0% of portfolio›$542
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
293,562$31.0M0.0%CoreLowPlymouth, MN2026-10-13
Vise Technologies, Inc.
28,965$3.1M0.0%IndexLowNew York, NY2026-10-29
Cambridge Investment Research Advisors, Inc.
27,317$3.0M0.0%ETFLowFairfield, IA2026-11-02
Prospera Financial Services Inc
25,749$2.7M0.0%CoreMediumDallas, TX2026-11-04
Sound Income Strategies, LLC
19,199$2.0M0.1%YieldMediumFt Lauderdale, FL2026-10-09
Commonwealth Equity Services, LLC
16,691$1.8M0.0%ETFLowWaltham, MA2026-11-02
1900 Wealth Management LLC
15,731$1.7M0.1%ETFLowSan Antonio, TX2026-10-13
Colonial River Investments, LLC
14,758$1.6M0.4%GrowthMediumMidlothian, VA2026-10-19
Nottingham Advisors, Inc.
13,149$1.4M0.2%ETFLowAmherst, NY2026-10-29
Family Capital Trust Co
11,999$1.3M0.4%CoreLowPeabody, MA2026-10-22
Trueblood Wealth Management, LLC
9,182$995.5K0.4%CoreLowLima, OH2026-10-23
Partners Wealth Management, LLC
7,602$824.2K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Financial Partners Group, Inc
7,473$810.3K0.1%ETFLowOverland Park, KS2026-10-19
Davenport & Co LLC
7,141$774.2K0.0%CoreMediumRichmond, VA2026-10-14
Kestra Advisory Services, LLC
5,215$565.4K0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
5,125$555.6K0.0%IndexLowSan Francisco, CA2026-10-08
Nemes Rush Group LLC
4,532$491.3K0.0%CoreVery LowNovi, MI2026-11-04
Strid Group, LLC
4,008$434.5K0.0%ETFLowNewtown Square, PA2026-10-28
CoreCap Advisors, LLC
3,617$392.1K0.0%ETFMediumSouthfield, MI2026-10-08
Creative Planning
2,690$291.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Focus Financial Network, Inc.
2,459$266.6K0.0%ETFLowMinneapolis, MN2026-10-14
IFP Advisors, Inc
2,309$250.3K0.0%GrowthLowTampa, FL2026-10-16
Nations Financial Group Inc,
2,287$248.0K0.0%CoreLowCedar Rapids, IA2026-11-05
Soltis Investment Advisors LLC
2,263$245.4K0.0%CoreMediumSt. George, UT2026-10-28
MTM Investment Management, LLC
2,164$234.6K0.1%CoreVery LowSpartanburg, SC2026-10-30
Spire Wealth Management
2,010$217.9K0.0%GrowthMediumMclean, VA2026-10-30
Concurrent Investment Advisors, LLC
1,904$206.4K0.0%GrowthMediumTampa, FL2026-10-16
Brookstone Capital Management
1,879$203.8K0.0%ETFMediumWheaton, IL2026-10-22
Citigroup Inc
1,718$186.3K0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Trust Services, Inc.
1,178$127.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Nfsg Corp
430$46.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Assetmark, Inc
365$39.6K0.0%ETFLowConcord, CA2026-10-21
Register Financial Advisors LLC
283$30.7K0.0%GARPLowAtlanta, GA2026-10-23
Key FInancial Inc
108$11.7K0.0%ETFLowWest Chester, PA2026-11-02
Fifth Third Bancorp
105$11.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Investors Research Corp
44$4.8K0.0%ETFLowAtlanta, GA2026-10-07
Private Trust Co NA
21$2.3K0.0%CoreLowCleveland, OH2026-10-20
Golden State Wealth Management, LLC
5$5420.0%ETFMediumSanta Ana, CA2026-11-02