INVESCO DORSEY WRIGHT SMALLC DWAS
$120.49
-3.4% 52w: $81.96 – $127.31
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data81.96104.63127.31
Jun 20, 2025 Jul 2, 2026
Institutional holders
102
+4 QoQ
13F value
$244.1M
-62.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $27.6M puts
Institutional value by quarter
Number of holders
Who owns DWAS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 405.7K | $41.1M | 0.1% | -91.0% |
| MORGAN STANLEY | Bank broker | 340.4K | $33.5M | 0.0% | +4.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 219.9K | $21.7M | 0.0% | +14.0% |
| LPL Financial LLC | Bank broker | 154.1K | $15.2M | 0.0% | +19.3% |
| ROYAL BANK OF CANADA | Bank broker | 132.2K | $13.0M | 0.0% | -1.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 124.6K | $12.3M | 0.0% | -2.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 109.7K | $10.8M | 0.0% | -2.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 103.8K | $10.2M | 0.0% | -7.0% |
| UBS Group AG | Bank broker | 78.7K | $7.8M | 0.0% | -5.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 64.8K | $6.4M | 0.0% | -4.2% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 60.0K | $5.9M | 0.0% | -40.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 59.5K | $5.9M | 0.0% | -0.3% |
| Family Capital Trust Co ★2 | Fundamental diversified | 47.7K | $4.7M | 1.7% | -14.4% |
| HighMark Wealth Management LLC | Wealth advisor | 46.9K | $4.6M | 1.9% | +3.7% |
| Vise Technologies, Inc. | Wealth advisor | 38.4K | $3.7M | 0.1% | Held |
| Biondo Investment Advisors, LLC ★2 | Fundamental diversified | 29.4K | $2.9M | 0.4% | +6.4% |
| Prospera Financial Services Inc | Diversified mechanical | 28.3K | $2.8M | 0.0% | -8.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 27.5K | $2.7M | 0.0% | -0.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 23.9K | $2.4M | 0.0% | -2.0% |
| Cetera Investment Advisers | Wealth advisor | 18.5K | $1.8M | 0.0% | +0.7% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 15.7K | $1.5M | 0.1% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 15.1K | $1.5M | 0.0% | -1.9% |
| Snowden Capital Advisors LLC | Diversified mechanical | 14.6K | $1.4M | 0.0% | +7.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 14.1K | $1.4M | 0.0% | -3.2% |
| NOTTINGHAM ADVISORS, INC. | Wealth advisor | 13.1K | $1.3M | 0.2% | Held |
| Independent Advisor Alliance | Wealth advisor | 13.0K | $1.3M | 0.0% | New |
| Sound Income Strategies, LLC | Diversified mechanical | 11.2K | $1.1M | 0.1% | +25.6% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 10.4K | $1.0M | 0.0% | +39.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 10.2K | $1.0M | 0.0% | -12.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 9.9K | $970K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 10.0K | $937K | 0.0% | +38.9% |
| Trueblood Wealth Management, LLC | Other | 9.3K | $912K | 0.4% | -1.9% |
| EP Wealth Advisors, LLC | Wealth advisor | 9.0K | $891K | 0.0% | -0.5% |
| KMG FIDUCIARY PARTNERS, LLC | Other | 9.0K | $882K | 0.1% | -67.2% |
| Private Advisor Group, LLC | Wealth advisor | 8.7K | $855K | 0.0% | +2.0% |
| Geneos Wealth Management Inc. | Wealth advisor | 8.0K | $793K | 0.0% | -4.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.7K | $760K | 0.0% | +1.7% |
| Financial Partners Group, Inc | Wealth advisor | 7.5K | $736K | 0.1% | Held |
| PARTNERS WEALTH MANAGEMENT, LLC | Wealth advisor | 7.2K | $709K | 0.7% | +9.2% |
| Quantinno Capital Management LP | Diversified mechanical | 7.1K | $702K | 0.0% | -21.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 6.9K | $684K | 0.0% | +58.3% |
| FLOW TRADERS U.S. LLC | Market maker | 6.7K | $656K | 0.0% | +37.9% |
| JANE STREET GROUP, LLC | Market maker | 6.4K | $632K | 0.0% | New |
| MorganRosel Wealth Management, LLC | Wealth advisor | 5.8K | $576K | 0.2% | -29.9% |
| Farther Finance Advisors, LLC | Wealth advisor | 5.6K | $556K | 0.0% | -26.9% |
| Tower Research Capital LLC (TRC) | Market maker | 5.6K | $550K | 0.0% | New |
| CWM, LLC | Wealth advisor | 5.5K | $538K | 0.0% | -5.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 5.1K | $498K | 0.0% | -25.8% |
| Nemes Rush Group LLC | Other | 4.6K | $449K | 0.0% | -12.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 4.4K | $430K | 0.0% | -4.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.