INVESCO DORSEY WRIGHT DEVELO PIZ
$54.67
-1.6% 52w: $43.49 – $58.83
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data43.4951.1658.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
104
+9 QoQ
13F value
$509.7M
+27.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PIZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 2.2M | $111.2M | 0.0% | +12.1% |
| MORGAN STANLEY | Bank broker | 1.1M | $53.8M | 0.0% | +12.8% |
| AFFINITY WEALTH MANAGEMENT LLC | Wealth advisor | 844.7K | $41.8M | 6.3% | New |
| LPL Financial LLC | Bank broker | 675.8K | $33.5M | 0.0% | +9.0% |
| ROYAL BANK OF CANADA | Bank broker | 612.7K | $30.3M | 0.0% | +6.1% |
| UBS Group AG | Bank broker | 486.9K | $24.1M | 0.0% | +65.1% |
| Axiom Financial Strategies, LLC | Wealth advisor | 399.8K | $19.8M | 7.0% | +71.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 387.1K | $19.2M | 0.0% | +46.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 342.7K | $17.0M | 1.0% | +0.5% |
| Systelligence, LLC | Wealth advisor | 335.1K | $16.6M | 3.2% | -9.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 317.2K | $16.0M | 0.0% | -41.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 283.1K | $14.0M | 0.0% | +35.5% |
| NewSquare Capital LLC | Wealth advisor | 187.3K | $9.3M | 0.8% | +191.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 161.6K | $8.0M | 0.0% | +270.3% |
| Cetera Investment Advisers | Wealth advisor | 146.1K | $7.2M | 0.0% | +96.4% |
| NBC SECURITIES, INC. | Diversified mechanical | 98.3K | $4.9M | 0.4% | +132.7% |
| Prospera Financial Services Inc | Diversified mechanical | 91.5K | $4.5M | 0.1% | +125.3% |
| JANE STREET GROUP, LLC | Market maker | 84.8K | $4.2M | 0.0% | +1340.7% |
| Del-Sette Capital Management, LLC | Wealth advisor | 75.4K | $3.7M | 2.2% | -6.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 77.5K | $3.7M | 0.0% | +70.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 65.9K | $3.3M | 0.0% | +5.4% |
| REDSTONE WEALTH MANAGEMENT, LLC | Wealth advisor | 64.6K | $3.2M | 2.5% | New |
| Wagner Wealth Management, Corp | Wealth advisor | 61.4K | $3.0M | 2.7% | +10.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 61.3K | $3.0M | 0.0% | -3.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 57.9K | $2.9M | 0.0% | +7.5% |
| Equitable Holdings, Inc. | Wealth advisor | 57.2K | $2.8M | 0.0% | +5.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 54.3K | $2.7M | 0.0% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 43.5K | $2.2M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 41.1K | $2.0M | 0.0% | New |
| &PARTNERS | Diversified mechanical | 41.1K | $2.0M | 0.0% | +2.5% |
| Private Advisory Group LLC | Other | 39.0K | $1.9M | 0.1% | +339.3% |
| Greenline Wealth Management LLC | Wealth advisor | 36.7K | $1.8M | 2.1% | +10.8% |
| Blueprint Investment Partners LLC | Wealth advisor | 36.7K | $1.8M | 0.2% | +8.6% |
| Blueprint Financial Advisors LLC | Wealth advisor | 36.7K | $1.8M | 0.3% | +8.6% |
| Genesee Capital Advisors, LLC | Wealth advisor | 34.3K | $1.7M | 0.7% | -6.8% |
| PFG Advisors | Wealth advisor | 33.5K | $1.7M | 0.1% | +5.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 33.1K | $1.6M | 0.0% | +13.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 25.1K | $1.2M | 0.0% | +49.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 24.5K | $1.2M | 0.0% | -43.9% |
| CreativeOne Wealth, LLC | Wealth advisor | 22.9K | $1.1M | 0.0% | +0.6% |
| Cyndeo Wealth Partners, LLC | Other | 20.9K | $1.0M | 0.1% | -7.2% |
| RiverTree Advisors, LLC | Wealth advisor | 20.9K | $1.0M | 0.7% | -23.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 20.8K | $1.0M | 0.0% | -14.7% |
| Trueblood Wealth Management, LLC | Other | 19.5K | $966K | 0.4% | -5.3% |
| Formidable Asset Management, LLC | Other | 19.1K | $936K | 0.1% | +133.9% |
| PFG Investments, LLC | Diversified mechanical | 18.4K | $913K | 0.0% | +183.0% |
| Independent Advisor Alliance | Wealth advisor | 17.0K | $843K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 17.8K | $842K | 0.0% | -44.3% |
| CITIGROUP INC | Bank broker | 16.1K | $799K | 0.0% | -4.1% |
| Advisory Services Network, LLC | Diversified mechanical | 15.2K | $753K | 0.0% | +8.1% |
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.