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Invesco Dorsey Wright Develo (PIZ)

CUSIP: 46138E875 | NYSE | 250 institutional holders

Quarters

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

Wealth Enhancement Advisory Services, LLC314,189
0.0% of portfolio›$16.0M
Cambridge Investment Research Advisors, Inc.227,602
0.1% of portfolio›$12.1M
Systelligence, LLC156,413
1.6% of portfolio›$9.6M
Creative Financial Designs Inc156,179
0.4% of portfolio›$8.3M
Redstone Wealth Management, LLC88,782
3.0% of portfolio›$4.7M
Wagner Wealth Management, Corp68,006
2.8% of portfolio›$3.6M
Truist Financial Corp65,824
0.0% of portfolio›$3.5M
Genesee Capital Advisors, LLC53,084
0.9% of portfolio›$2.8M
Kestra Private Wealth Services, LLC42,925
0.0% of portfolio›$2.3M
PFG Advisors39,217
0.1% of portfolio›$2.1M
Prospera Financial Services Inc38,211
0.0% of portfolio›$1.9M
Vista Investment Partners II, LLC36,958
0.8% of portfolio›$2.0M
Del-Sette Capital Management, LLC28,896
0.9% of portfolio›$1.5M
IFP Advisors, Inc28,455
0.0% of portfolio›$1.5M
Blueprint Financial Advisors LLC28,072
0.2% of portfolio›$1.5M
Blueprint Investment Partners LLC28,072
0.1% of portfolio›$1.5M
Commonwealth Equity Services, LLC27,255
0.0% of portfolio›$1.4M
Thrivent Financial for Lutherans26,663
0.0% of portfolio›$1.4M
Atria Investments, Inc21,054
0.0% of portfolio›$1.1M
Formidable Asset Management, LLC19,455
0.2% of portfolio›$1.1M
Trueblood Wealth Management, LLC19,298
0.4% of portfolio›$1.0M
Cyndeo Wealth Partners, LLC19,057
0.0% of portfolio›$1.0M
Steinberganna Wealth Management13,828
0.3% of portfolio›$733.4K
Fifth Third Bancorp10,582
0.0% of portfolio›$561.3K
Bensler, LLC8,320
0.0% of portfolio›$441.3K
Riggs Asset Managment Co. Inc.7,378
0.1% of portfolio›$391.3K
FAI Advisors, Inc.6,200
0.1% of portfolio›$328.8K
Willner & Heller, LLC6,058
0.2% of portfolio›$321.3K
Kestra Advisory Services, LLC5,794
0.0% of portfolio›$307.3K
Heirloom Wealth Management5,657
0.0% of portfolio›$300.0K
Capital Investment Advisory Services, LLC5,325
0.0% of portfolio›$282.4K
Vise Technologies, Inc.5,225
0.0% of portfolio›$277.1K
Apollon Wealth Management, LLC5,214
0.0% of portfolio›$276.6K
Farther Finance Advisors, LLC5,196
0.0% of portfolio›$275.6K
Kingswood Wealth Advisors, LLC4,044
0.0% of portfolio›$214.5K
Flagship Wealth Advisors, LLC2,500
0.0% of portfolio›$132.6K
Spire Wealth Management1,637
0.0% of portfolio›$86.8K
Dhjj Financial Advisors, Ltd.1,444
0.0% of portfolio›$76.6K
Wealth Enhancement Trust Services, Inc.1,296
0.0% of portfolio›$68.7K
Cape Investment Advisory, Inc.950
0.0% of portfolio›$50.4K
Key FInancial Inc406
0.0% of portfolio›$21.5K
Caldwell Trust Co250
0.0% of portfolio›$13.3K
Lanark Financial, Inc.241
0.0% of portfolio›$12.8K
Foresight Capital Management Advisors, Inc.52
0.0% of portfolio›$2.8K
Realta Investment Advisors40
0.0% of portfolio›$2.1K
Assetmark, Inc19
0.0% of portfolio›$1.0K
Farmers & Merchants Investments Inc10
0.0% of portfolio›$530
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
314,189$16.0M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
227,602$12.1M0.1%ETFLowFairfield, IA2026-11-02
Systelligence, LLC
156,413$9.6M1.6%ETFHighBloomington, MN2026-11-05
Creative Financial Designs Inc
156,179$8.3M0.4%ETFMediumKokomo, IN2026-11-04
Redstone Wealth Management, LLC
88,782$4.7M3.0%ETFMediumOklahoma City, OK2026-10-20
Wagner Wealth Management, Corp
68,006$3.6M2.8%ETFHighConyngham, PA2026-10-20
Truist Financial Corp
65,824$3.5M0.0%CoreLowCharlotte, NC2026-10-30
Genesee Capital Advisors, LLC
53,084$2.8M0.9%ETFMediumAuburn, NY2026-10-20
Kestra Private Wealth Services, LLC
42,925$2.3M0.0%GrowthLowAustin, TX2026-10-30
PFG Advisors
39,217$2.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Prospera Financial Services Inc
38,211$1.9M0.0%CoreMediumDallas, TX2026-11-04
Vista Investment Partners II, LLC
36,958$2.0M0.8%CoreMediumRichmond, IN2026-10-15
Del-Sette Capital Management, LLC
28,896$1.5M0.9%YieldHighSchenectady, NY2026-10-23
IFP Advisors, Inc
28,455$1.5M0.0%GrowthLowTampa, FL2026-10-16
Blueprint Financial Advisors LLC
28,072$1.5M0.2%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
28,072$1.5M0.1%ETFMediumGreensboro, NC2026-10-28
Commonwealth Equity Services, LLC
27,255$1.4M0.0%ETFLowWaltham, MA2026-11-02
Thrivent Financial for Lutherans
26,663$1.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Atria Investments, Inc
21,054$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Formidable Asset Management, LLC
19,455$1.1M0.2%CoreLowCincinnati, OH2026-11-03
Trueblood Wealth Management, LLC
19,298$1.0M0.4%CoreLowLima, OH2026-10-23
Cyndeo Wealth Partners, LLC
19,057$1.0M0.0%CoreMediumSt. Petersburg, FL2026-10-16
Steinberganna Wealth Management
13,828$733.4K0.3%ETFLowHuntington, NY2026-10-23
Fifth Third Bancorp
10,582$561.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Bensler, LLC
8,320$441.3K0.0%MomentumMediumBellevue, WA2026-11-05
Riggs Asset Managment Co. Inc.
7,378$391.3K0.1%GrowthMediumDallas, PA2026-11-05
FAI Advisors, Inc.
6,200$328.8K0.1%GrowthLowFarmington Hills, MI2026-10-27
Willner & Heller, LLC
6,058$321.3K0.2%GrowthLowEncino, CA2026-10-28
Kestra Advisory Services, LLC
5,794$307.3K0.0%CoreLowAustin, TX2026-11-02
Heirloom Wealth Management
5,657$300.0K0.0%GrowthMediumGreenwood Village, CO2026-10-14
Capital Investment Advisory Services, LLC
5,325$282.4K0.0%CoreMediumRaleigh, NC2026-10-30
Vise Technologies, Inc.
5,225$277.1K0.0%IndexLowNew York, NY2026-10-29
Apollon Wealth Management, LLC
5,214$276.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Farther Finance Advisors, LLC
5,196$275.6K0.0%IndexLowSan Francisco, CA2026-10-08
Kingswood Wealth Advisors, LLC
4,044$214.5K0.0%GrowthLowSan Diego, CA2026-10-23
Flagship Wealth Advisors, LLC
2,500$132.6K0.0%ETFLowWakefield, MA2026-11-03
Spire Wealth Management
1,637$86.8K0.0%GrowthMediumMclean, VA2026-10-30
Dhjj Financial Advisors, Ltd.
1,444$76.6K0.0%ETFVery LowNaperville, IL2026-10-23
Wealth Enhancement Trust Services, Inc.
1,296$68.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Cape Investment Advisory, Inc.
950$50.4K0.0%ETFLowMcdonough, GA2026-10-13
Key FInancial Inc
406$21.5K0.0%ETFLowWest Chester, PA2026-11-02
Caldwell Trust Co
250$13.3K0.0%GrowthLowVenice, FL2026-10-30
Lanark Financial, Inc.
241$12.8K0.0%CoreMediumBirmingham, AL2026-10-26
Foresight Capital Management Advisors, Inc.
52$2.8K0.0%CoreMediumSaline, MI2026-10-27
Realta Investment Advisors
40$2.1K0.0%GrowthMediumWilmington, DE2026-10-14
Assetmark, Inc
19$1.0K0.0%ETFLowConcord, CA2026-10-21
Farmers & Merchants Investments Inc
10$5300.0%CoreVery LowLincoln, NE2026-10-22