IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Dorsey Wright Emergi (PIE)

CUSIP: 46138E867 | NYSE | 219 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Maltin Wealth Management, Inc.184,775
2.0% of portfolio›$6.3M
Wagner Wealth Management, Corp124,381
3.3% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.72,957
0.0% of portfolio›$2.5M
Lanark Financial, Inc.63,412
0.1% of portfolio›$2.2M
Prospera Financial Services Inc39,440
0.0% of portfolio›$1.2M
Trueblood Wealth Management, LLC30,835
0.4% of portfolio›$1.1M
Del-Sette Capital Management, LLC29,433
0.6% of portfolio›$1.0M
Fifth Third Bancorp19,034
0.0% of portfolio›$648.5K
Commonwealth Equity Services, LLC17,516
0.0% of portfolio›$596.8K
Davenport & Co LLC13,947
0.0% of portfolio›$475.2K
Steinberganna Wealth Management13,059
0.2% of portfolio›$444.9K
StoneX Group Inc.10,555
0.0% of portfolio›$356.8K
Creative Planning7,964
0.0% of portfolio›$271.3K
IFP Advisors, Inc790
0.0% of portfolio›$26.9K
Register Financial Advisors LLC614
0.0% of portfolio›$20.9K
Whipplewood Advisors, LLC505
0.0% of portfolio›$17.2K
Dhjj Financial Advisors, Ltd.119
0.0% of portfolio›$4.1K
Assetmark, Inc106
0.0% of portfolio›$3.6K
Farther Finance Advisors, LLC60
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Maltin Wealth Management, Inc.
184,775$6.3M2.0%ETFMediumRidgewood, NJ2026-10-13
Wagner Wealth Management, Corp
124,381$4.2M3.3%ETFHighConyngham, PA2026-10-20
Cambridge Investment Research Advisors, Inc.
72,957$2.5M0.0%ETFLowFairfield, IA2026-11-02
Lanark Financial, Inc.
63,412$2.2M0.1%CoreMediumBirmingham, AL2026-10-26
Prospera Financial Services Inc
39,440$1.2M0.0%CoreMediumDallas, TX2026-11-04
Trueblood Wealth Management, LLC
30,835$1.1M0.4%CoreLowLima, OH2026-10-23
Del-Sette Capital Management, LLC
29,433$1.0M0.6%YieldHighSchenectady, NY2026-10-23
Fifth Third Bancorp
19,034$648.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Commonwealth Equity Services, LLC
17,516$596.8K0.0%ETFLowWaltham, MA2026-11-02
Davenport & Co LLC
13,947$475.2K0.0%CoreMediumRichmond, VA2026-10-14
Steinberganna Wealth Management
13,059$444.9K0.2%ETFLowHuntington, NY2026-10-23
StoneX Group Inc.
10,555$356.8K0.0%ETFMediumNew York, NY2026-11-03
Creative Planning
7,964$271.3K0.0%IndexVery LowOverland Park, KS2026-11-02
IFP Advisors, Inc
790$26.9K0.0%GrowthLowTampa, FL2026-10-16
Register Financial Advisors LLC
614$20.9K0.0%GARPLowAtlanta, GA2026-10-23
Whipplewood Advisors, LLC
505$17.2K0.0%ETFLowLittleton, CO2026-10-20
Dhjj Financial Advisors, Ltd.
119$4.1K0.0%ETFVery LowNaperville, IL2026-10-23
Assetmark, Inc
106$3.6K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
60$2.0K0.0%IndexLowSan Francisco, CA2026-10-08