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Invesco Dorsey Wright Emergi (PIE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NewSquare Capital LLC
DECREASED
Shares348,411 from 361,283
Change-12,872 (-4%)
Value$11.9M (-$194.9K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares214,679 from 294,694
Change-80,015 (-27%)
Value$7.3M (-$2.5M)
Filed 2026-11-06
Maltin Wealth Management, Inc.
INCREASED
Shares184,775 from 180,244
Change+4,531 (+3%)
Value$6.3M (+$275.9K)
Filed 2026-10-13
Wagner Wealth Management, Corp
INCREASED
Shares124,381 from 94,438
Change+29,943 (+32%)
Value$4.2M (+$1.1M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares72,957 from 81,905
Change-8,948 (-11%)
Value$2.5M (-$249.0K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares63,412 from 1,168
Change+62,244 (+5329%)
Value$2.2M (+$2.1M)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares39,440 from 115,122
Change-75,682 (-66%)
Value$1.2M (-$2.6M)
Filed 2026-11-04
Trueblood Wealth Management, LLC
INCREASED
Shares30,835 from 30,217
Change+618 (+2%)
Value$1.1M (+$41.4K)
Filed 2026-10-23
Del-Sette Capital Management, LLC
INCREASED
Shares29,433 from 18,387
Change+11,046 (+60%)
Value$1.0M (+$388.7K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares19,034 from 17,600
Change+1,434 (+8%)
Value$648.5K (+$60.7K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares17,516 from 17,776
Change-260 (-1%)
Value$596.8K (+$3.1K)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares13,947 from 7,137
Change+6,810 (+95%)
Value$475.2K (+$236.8K)
Filed 2026-10-14
Steinberganna Wealth Management
DECREASED
Shares13,059 from 13,118
Change-59 (0%)
Value$444.9K (+$6.8K)
Filed 2026-10-23
Private Advisory Group LLC
DECREASED
Shares12,448 from 65,385
Change-52,937 (-81%)
Value$424.1K (-$1.8M)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares10,555 from 10,027
Change+528 (+5%)
Value$356.8K (+$22.2K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares7,964 from 8,003
Change-39 (0%)
Value$271.3K (+$4.1K)
Filed 2026-11-02
UMB Bank, n.a.
UNCHANGED
Shares4,890 from 4,890
Change0 (0%)
Value$166.6K (+$3.3K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$26.9K (+$533)
Filed 2026-10-16
Register Financial Advisors LLC
INCREASED
Shares614 from 566
Change+48 (+8%)
Value$20.9K (+$2.0K)
Filed 2026-10-23
Whipplewood Advisors, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$17.2K (+$340)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED
Shares119 from 118
Change+1 (+1%)
Value$4.1K (+$102)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$3.6K (+$71)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.0K (+$40)
Filed 2026-10-08
Lunt Capital Management, Inc.
CLOSED
Shares0 from 13,795
Change-13,795 (-100%)
Value$0 (-$460.7K)
Filed 2026-10-30
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 5,766
Change-5,766 (-100%)
Value$0 (-$192.6K)
Filed 2026-11-06
Citigroup Inc
CLOSED
Shares0 from 5,678
Change-5,678 (-100%)
Value$0 (-$189.6K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 537
Change-537 (-100%)
Value$0 (-$17.5K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 1,304,836
Change-1,304,836 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,080,260
Change-1,080,260 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 878,802
Change-878,802 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 264,917
Change-264,917 (-100%)
Value—
UBS Group AG
N/A
Shares— from 172,957
Change-172,957 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 75,968
Change-75,968 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 59,151
Change-59,151 (-100%)
Value—
&partners
N/A
Shares— from 50,699
Change-50,699 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 43,775
Change-43,775 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 40,343
Change-40,343 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 39,289
Change-39,289 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 37,894
Change-37,894 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 29,096
Change-29,096 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,110
Change-24,110 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 21,095
Change-21,095 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,683
Change-18,683 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 18,171
Change-18,171 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,152
Change-18,152 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,321
Change-17,321 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,995
Change-16,995 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,945
Change-16,945 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,963
Change-14,963 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Blair William & Co
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,529
Change-12,529 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,443
Change-12,443 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,921
Change-11,921 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,207
Change-11,207 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 10,919
Change-10,919 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,044
Change-10,044 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,802
Change-9,802 (-100%)
Value—
EWA, LLC
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,623
Change-8,623 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,522
Change-7,522 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 294
Change-294 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 239
Change-239 (-100%)
Value—
FMR LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
NewSquare Capital LLC
DECREASED348,411361,283-12,872-4%$12.1M$11.9M-$194.9K2026-11-06
LPL Financial LLC
DECREASED214,679294,694-80,015-27%$9.8M$7.3M-$2.5M2026-11-06
Maltin Wealth Management, Inc.
INCREASED184,775180,244+4,531+3%$6.0M$6.3M+$275.9K2026-10-13
Wagner Wealth Management, Corp
INCREASED124,38194,438+29,943+32%$3.2M$4.2M+$1.1M2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED72,95781,905-8,948-11%$2.7M$2.5M-$249.0K2026-11-02
Lanark Financial, Inc.
INCREASED63,4121,168+62,244+5329%$39.0K$2.2M+$2.1M2026-10-26
Prospera Financial Services Inc
DECREASED39,440115,122-75,682-66%$3.8M$1.2M-$2.6M2026-11-04
Trueblood Wealth Management, LLC
INCREASED30,83530,217+618+2%$1.0M$1.1M+$41.4K2026-10-23
Del-Sette Capital Management, LLC
INCREASED29,43318,387+11,046+60%$614.0K$1.0M+$388.7K2026-10-23
Fifth Third Bancorp
INCREASED19,03417,600+1,434+8%$587.8K$648.5K+$60.7K2026-11-05
Commonwealth Equity Services, LLC
DECREASED17,51617,776-260-1%$593.6K$596.8K+$3.1K2026-11-02
Davenport & Co LLC
INCREASED13,9477,137+6,810+95%$238.3K$475.2K+$236.8K2026-10-14
Steinberganna Wealth Management
DECREASED13,05913,118-590%$438.1K$444.9K+$6.8K2026-10-23
Private Advisory Group LLC
DECREASED12,44865,385-52,937-81%$2.2M$424.1K-$1.8M2026-11-06
StoneX Group Inc.
INCREASED10,55510,027+528+5%$334.6K$356.8K+$22.2K2026-11-03
Creative Planning
DECREASED7,9648,003-390%$267.3K$271.3K+$4.1K2026-11-02
UMB Bank, n.a.
UNCHANGED4,8904,89000%$163.3K$166.6K+$3.3K2026-11-06
IFP Advisors, Inc
UNCHANGED79079000%$26.4K$26.9K+$5332026-10-16
Register Financial Advisors LLC
INCREASED614566+48+8%$18.9K$20.9K+$2.0K2026-10-23
Whipplewood Advisors, LLC
UNCHANGED50550500%$16.9K$17.2K+$3402026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED119118+1+1%$4.0K$4.1K+$1022026-10-23
Assetmark, Inc
UNCHANGED10610600%$3.5K$3.6K+$712026-10-21
Farther Finance Advisors, LLC
UNCHANGED606000%$2.0K$2.0K+$402026-10-08
Lunt Capital Management, Inc.
CLOSED013,795-13,795-100%$460.7K$0-$460.7K2026-10-30
Institute for Wealth Management, Llc.
CLOSED05,766-5,766-100%$192.6K$0-$192.6K2026-11-06
Citigroup Inc
CLOSED05,678-5,678-100%$189.6K$0-$189.6K2026-11-04
International Assets Investment Management, LLC
CLOSED0537-537-100%$17.5K$0-$17.5K2026-11-02
Morgan Stanley
N/A—1,304,836-1,304,836-100%$43.6M———
Raymond James Financial Inc
N/A—1,080,260-1,080,260-100%$36.1M———
Wells Fargo & Company
N/A—878,802-878,802-100%$29.3M———
Royal Bank of Canada
N/A—264,917-264,917-100%$8.8M———
UBS Group AG
N/A—172,957-172,957-100%$5.8M———
Envestnet Asset Management Inc
N/A—75,968-75,968-100%$2.5M———
Stifel Financial Corp
N/A—59,151-59,151-100%$2.0M———
&partners
N/A—50,699-50,699-100%$1.7M———
Jane Street Group, LLC
N/A—43,775-43,775-100%$1.5M———
PFG Investments, LLC
N/A—40,343-40,343-100%$1.3M———
MML Investors Services, LLC
N/A—39,289-39,289-100%$1.3M———
MorganRosel Wealth Management, LLC
N/A—37,894-37,894-100%$1.3M———
Equitable Holdings, Inc.
N/A—29,096-29,096-100%$971.7K———
Private Advisor Group, LLC
N/A—24,110-24,110-100%$805.2K———
National Bank of Canada
N/A—21,095-21,095-100%$702.9K———
Jones Financial Companies Lllp
N/A—18,683-18,683-100%$604.1K———
Janney Montgomery Scott LLC
N/A—18,171-18,171-100%$607.0K———
Old Mission Capital LLC
N/A—18,152-18,152-100%$606.2K———
Susquehanna International Group, LLP
N/A—17,321-17,321-100%$578.4K———
Steward Partners Investment Advisory, LLC
N/A—16,995-16,995-100%$567.5K———
Northwestern Mutual Wealth Management Co
N/A—16,945-16,945-100%$565.9K———
EP Wealth Advisors, LLC
N/A—14,963-14,963-100%$499.7K———
Barometer Capital Management Inc.
N/A—14,000-14,000-100%$467.5K———
Blair William & Co
N/A—13,350-13,350-100%$445.8K———
IHT Wealth Management, LLC
N/A—12,529-12,529-100%$418.4K———
Kingsview Wealth Management, LLC
N/A—12,443-12,443-100%$415.5K———
GTS Securities LLC
N/A—11,921-11,921-100%$398.1K———
OneDigital Investment Advisors LLC
N/A—11,207-11,207-100%$374.3K———
Nicholson Wealth Management Group, LLC
N/A—10,919-10,919-100%$364.6K———
Cetera Investment Advisers
N/A—10,533-10,533-100%$351.8K———
Benjamin Edwards Inc
N/A—10,044-10,044-100%$335.5K———
Advisory Services Network, LLC
N/A—9,802-9,802-100%$327.4K———
EWA, LLC
N/A—9,405-9,405-100%$314.1K———
NewEdge Advisors, LLC
N/A—8,623-8,623-100%$288.0K———
Integrated Wealth Concepts LLC
N/A—8,020-8,020-100%$267.8K———
Stratos Wealth Partners, Ltd.
N/A—7,522-7,522-100%$251.2K———
Osaic Holdings, Inc.
N/A—6,916-6,916-100%$231.0K———
Rockefeller Capital Management L.P.
N/A—4,400-4,400-100%$147.0K———
Founders Financial Alliance, LLC
N/A—2,440-2,440-100%$81.5K———
Bank of Montreal
N/A—1,800-1,800-100%$60.1K———
Sankala Group LLC
N/A—1,116-1,116-100%$36.7K———
Global Retirement Partners, LLC
N/A—544-544-100%$18.2K———
Highland Investment Advisors LLC
N/A—512-512-100%$17.1K———
Qube Research & Technologies Ltd
N/A—294-294-100%$9.8K———
BlackRock, Inc.
N/A—250-250-100%$8.3K———
JPMorgan Chase & Co
N/A—239-239-100%$7.8K———
FMR LLC
N/A—200-200-100%$6.7K———
AE Wealth Management LLC
N/A—118-118-100%$3.9K———
O'shaughnessy Asset Management, LLC
N/A—2-2-100%$67———
Showing 76 of 76 institutions