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Disclosery

PDP INVESCO EXCHANGE TRADED FD T

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DORSEY WRIGHT MO (fund)

221 managers (223 13F filers) reported a position in PDP shares at 2026-06-30, 6,518,217 shares in all. 29 filers opened a position and 12 filers sold out during the quarter.

Managers
221
13F filers
223
New
29
Added
45
Reduced
70
Sold out
12
Shares held by filers
6,518,217

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY890,849$135M0.01%+204,97413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC664,010$101M0.03%+127,24813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN397,255$60.3M0.01%-13,80713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC369,927$56.1M0.07%-16,56413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/341,051$51.7M<0.01%+15,68113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA299,497$45.4M0.01%-6,81413F-HRTimelineGroup
LPL Financial LLC283,329$43M0.01%-1,06613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP247,279$37.5M0.03%+2,72013F-HRTimelineGroup
Summit Financial, LLC206,793$31.4M0.34%-3,86013F-HRTimeline
Janney Montgomery Scott LLC181,714$27.6M0.05%+1,91113F-HRTimeline
UBS Group AGgroup of 2 filers holding179,830$27.3M-35,593Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…155,358$23.6M0.04%-82713F-HRTimelineGroup
Savant Capital, LLC130,472$19.8M0.06%-2,44513F-HRTimeline
NewSquare Capital LLC129,102$19.6M1.46%+20,98613F-HRTimeline
Prospera Financial Services Inc125,241$19M0.28%-14,57613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC118,675$18M<0.01%+12,74113F-HRTimelineGroup
Strid Group, LLC105,857$16.1M1.78%-1,27413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…77,428$11M0.02%+1,64613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,325$11M0.01%+10,37013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,960$10M<0.01%-1,79213F-HR/ATimelineGroup
NewEdge Advisors, LLC63,518$9.64M0.03%-1,03913F-HRTimeline
&PARTNERS59,063$8.96M0.04%+15,31113F-HRTimeline
MML INVESTORS SERVICES, LLC53,529$8.12M0.02%+4,70613F-HRTimeline
Tradition Wealth Management, LLC51,631$7.83M0.48%+1,41213F-HRTimeline
Cambridge Investment Research Advisors,…49,489$7.51M0.02%-3,78313F-HR/ATimeline
Institute for Wealth Management, LLC.42,767$6.49M0.57%-213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,929$6.13M<0.01%-5,63113F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC38,969$5.91M0.76%+36,91213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC33,954$5.15M0.29%013F-HRTimeline
Cetera Investment Advisers30,917$4.69M<0.01%+1,45713F-HRTimeline
MTM Investment Management, LLC28,686$4.35M1.24%-29213F-HRTimeline
LANARK FINANCIAL, INC.28,541$4.33M0.29%-5013F-HRTimeline
Farther Finance Advisors, LLC27,248$4.13M0.03%+15613F-HRTimeline
JBR Co Financial Management Inc26,974$4.09M1.49%-2,17913F-HRTimeline
B. Riley Wealth Advisors, Inc.24,711$3.7M0.2%-3113F-HRTimeline
BLAIR WILLIAM & CO/IL23,485$3.56M0.01%+7013F-HRTimeline
EP Wealth Advisors, LLC22,474$3.41M0.01%+20813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,750$3.3M<0.01%+2,52713F-HR/ATimeline
D.A. DAVIDSON & CO.21,292$3.23M0.02%+79513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP20,733$3.15M<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…20,139$3.06M0.19%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,103$3.05M0.02%+84813F-HRTimelineGroup
Waverly Advisors, LLC18,189$2.76M0.02%013F-HRTimeline
Global Retirement Partners, LLC17,762$2.7M0.04%13F-HRTimeline
Beacon Pointe Advisors, LLC17,026$2.58M0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.16,767$2.54M0.39%013F-HRTimeline
Snowden Capital Advisors LLC16,716$2.54M0.06%+1,02013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,266$2.32M<0.01%-2,94113F-HRTimelineGroup
PFG Investments, LLC15,138$2.3M0.09%+1,03413F-HRTimeline
Arkadios Wealth Advisors13,644$2.07M0.03%-1,35613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,601$2.06M<0.01%-1,04513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.13,077$1.98M0.29%-6,74513F-HRTimeline
Steward Partners Investment Advisory, L…12,667$1.92M0.01%-81313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,104$1.84M0.02%+45413F-HRTimelineGroup
Sowell Financial Services LLC11,861$1.8M0.06%-313F-HRTimeline
Heirloom Wealth Management10,991$1.67M0.24%-3,89113F-HRTimeline
KELLY FINANCIAL GROUP LLC10,827$1.64M0.37%-8613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,745$1.63M0.01%-16913F-HRTimelineGroup
Geneos Wealth Management Inc.10,602$1.61M0.03%+5,16613F-HRTimeline
PMG Wealth Management, Inc.10,137$1.54M0.95%+43213F-HRTimeline
AE Wealth Management LLC9,911$1.5M0.01%+8,69513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,700$1.47M<0.01%-30,30013F-HRTimelineGroup
Bridgewater Advisors Inc.10,712$1.45M0.08%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,251$1.4M<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC9,187$1.39M0.01%+31713F-HRTimeline
Nilsine Partners, LLC8,265$1.25M0.09%new13F-HRTimeline
Creative Planningin group Creative Planning8,263$1.25M<0.01%+2113F-HRTimelineGroup
LJI Wealth Management, LLC8,226$1.25M0.17%-10,97313F-HRTimeline
SCOTIA CAPITAL INC.8,094$1.23M<0.01%-613F-HRTimeline
Second Half Financial Partners, LLC8,044$1.22M0.5%+58413F-HRTimeline
Lloyd Advisory Services, LLC.8,029$1.22M0.47%new13F-HRTimeline
Bellars Harris Wealth Management, LLC7,827$1.19M0.24%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,614$1.16M<0.01%-57613F-HRTimelineGroup
Focus Financial Network, Inc.7,541$1.14M0.04%+20113F-HRTimeline
FMR LLCin group FMR LLC7,220$1.1M<0.01%-45013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.7,165$1.09M0.03%-96013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,161$1.09M<0.01%-2,00813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,828$1.04M0.01%-1,34513F-HRTimelineGroup
Quantinno Capital Management LP6,760$1.03M<0.01%+71213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,574$997K<0.01%new13F-HRTimelineGroup
Baker Avenue Asset Management, LP6,469$982K0.02%+1,22213F-HRTimeline
Sanctuary Advisors, LLC6,253$949K<0.01%-45513F-HRTimeline
Mullooly Asset Management, Inc.6,148$932K0.29%-4113F-HRTimeline
Merit Financial Group, LLC6,065$920K0.01%-19613F-HR/ATimeline
EWA, LLC5,706$866K0.16%new13F-HRTimeline
Wagner Wealth Management, Corp5,575$846K0.68%-31013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,490$833K0.01%+1013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5,487$833K0.04%+5,13113F-HRTimeline
HighTower Advisors, LLC5,407$820K<0.01%-13013F-HRTimeline
MorganRosel Wealth Management, LLC5,293$803K0.27%-74913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,284$802K0.02%+1,88013F-HRTimelineGroup
Millennium Capital Advisors, LLC5,263$799K0.44%+113F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,164$784K0.24%-113F-HRTimelineGroup
WealthBridge Capital Management, LLC4,930$748K0.15%-20013F-HRTimeline
Kiker Wealth Management, LLC4,746$720K0.28%-7313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,537$688K<0.01%-8513F-HRTimelineGroup
Principle Wealth Partners LLC4,395$667K0.03%013F-HRTimeline
PRIVATE TRUST CO NA4,370$663K0.05%-5113F-HRTimeline
CIBC WORLD MARKET INC.4,321$656K<0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,302$653K0.03%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding4,235$643K-393Timeline
Vise Technologies, Inc.4,203$638K0.01%+1,05713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,109$623K<0.01%-16413F-HRTimelineGroup
Redwood Family Wealth LLC4,088$620K0.55%-19513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,173$615K<0.01%+61113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC4,051$615K0.03%013F-HRTimeline
Navigation Group, LLC4,050$615K0.12%013F-HRTimeline
HighPoint Advisor Group LLC3,890$590K0.02%013F-HRTimeline
NWF Advisory Services Inc.3,878$588K0.06%013F-HRTimeline
AlphaCore Capital LLC3,830$581K0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co3,701$561K0.02%013F-HRTimeline
SAPIENT CAPITAL LLC3,454$524K0.01%013F-HR/ATimeline
Realta Investment Advisors3,415$518K0.16%-1,00313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,334$506K<0.01%-4,25913F-HRTimelineGroup
Private Advisor Group, LLC3,283$498K<0.01%+15413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,196$485K<0.01%013F-HRTimelineGroup
Eagle Bay Advisors LLC3,181$483K0.36%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,175$482K0.23%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,153$478K<0.01%+65213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,115$473K<0.01%-1013F-HRTimelineGroup
Global Assets Advisory, LLC3,200$471K0.1%013F-HRTimeline
Trinity Wealth Management, LLC3,070$466K0.15%013F-HRTimeline
Morling Financial Advisors, LLC2,933$445K0.12%013F-HRTimeline
IFP Advisors, Inc2,925$444K0.01%-1,71313F-HRTimeline
Private Advisory Group LLC2,871$436K0.02%-13,09213F-HRTimeline
Kingsview Wealth Management, LLC2,849$432K0.01%013F-HRTimeline
Modern Wealth Management, LLC2,831$430K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,820$428K<0.01%013F-HRTimelineGroup
NWAM LLC2,807$426K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,773$421K<0.01%+1,05713F-HRTimelineGroup
Castle Rock Wealth Management, LLC2,813$413K0.08%-31713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,672$405K<0.01%013F-HR/ATimelineGroup
Onyx Bridge Wealth Group LLC2,656$403K0.04%-10913F-HRTimeline
First City Capital Management, Inc.2,585$392K0.19%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,573$390K0.06%-1713F-HRTimeline
Pacific Sun Financial Corp2,562$389K0.16%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,485$377K<0.01%013F-HRTimelineGroup
Welch & Forbes LLC2,419$367K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,427$365K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,394$363K<0.01%-1,31013F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.2,474$363K0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd2,345$356K<0.01%new13F-HRTimelineGroup
Keystone Financial Group2,321$352K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,274$345K0.01%-213F-HRTimelineGroup
Selective Wealth Management, Inc.2,500$338K0.09%-29813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,195$333K<0.01%-40613F-HRTimeline
Koshinski Asset Management, Inc.2,190$332K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,187$332K<0.01%+29013F-HRTimelineGroup
Heritage Trust Co2,095$318K0.03%013F-HRTimeline
Delta Investment Management, LLC2,069$314K0.05%013F-HRTimeline
Post Resch Tallon Group Inc.2,040$310K0.21%-7513F-HRTimeline
CWC Advisors, LLC.2,006$304K0.14%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,000$303K0.03%013F-HRTimeline
Mirador Capital Partners LP2,000$303K0.04%013F-HRTimeline
Gaddis Premier Wealth Advisors LLC1,955$297K0.18%013F-HRTimeline
Trueblood Wealth Management, LLC1,912$290K0.1%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,832$278K0.07%013F-HRTimelineGroup
Visionary Wealth Advisors1,800$273K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC1,760$267K<0.01%new13F-HRTimeline
Rehmann Capital Advisory Group1,745$265K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,701$258K<0.01%-113F-HRTimelineGroup
WestHill Financial Advisors, Inc.1,690$256K0.04%013F-HRTimeline
Clark Capital Management Group, Inc.1,604$243K<0.01%new13F-HRTimeline
AMG National Trust Bank1,600$243K<0.01%new13F-HRTimeline
Advisors Capital Management, LLC1,556$236K<0.01%new13F-HRTimeline
SMITH, MOORE & CO.1,546$235K0.02%new13F-HRTimeline
Oak Asset Management, LLC1,450$220K0.07%new13F-HRTimeline
Cascade Financial Partners, LLC1,450$220K0.02%new13F-HRTimeline
Advisory Services Network, LLC1,426$216K<0.01%013F-HRTimeline
Dale Q Rice Investment Management Ltd1,422$216K0.12%new13F-HRTimeline
Panoramic Capital Partners, LLC1,400$212K0.1%new13F-HRTimeline
Founders Financial Alliance, LLC1,378$209K0.03%013F-HRTimeline
Lansing Street Advisors1,355$206K0.04%new13F-HRTimeline
Aurora Private Wealth, Inc.1,339$203K0.13%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC1,329$202K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,281$194K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,252$190K<0.01%+1,00013F-HRTimelineGroup
Wagner Wealth Management, LLC1,186$180K0.03%013F-HRTimeline
MCF Advisors LLC1,140$173K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,120$170K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,025$156K0.06%+1,00013F-HRTimeline
Allworth Financial LP1,022$155K<0.01%013F-HRTimeline
PlanVest Financial, Inc988$150K0.1%+113F-HRTimeline
Anchor Investment Management, LLC855$130K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC773$117K0.01%-14013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC752$114K0.15%new13F-HRTimeline
Wilmington Savings Fund Society, FSB700$106K<0.01%-10013F-HRTimeline
HAZLETT, BURT & WATSON, INC.585$89K0.02%013F-HRTimeline
Costello Asset Management, INC572$86.8K0.03%013F-HRTimeline
Salomon & Ludwin, LLC505$74.2K0.01%-2313F-HRTimeline
Parallel Advisors, LLC409$62.1K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc392$59.5K0.01%013F-HRTimeline
Operose Advisors LLC377$57.2K0.01%013F-HRTimeline
Networth Advisors, LLC336$51K0.03%new13F-HRTimeline
Kingdom Financial Group LLC.314$47.6K0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC306$46.4K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…266$39.1K<0.01%013F-HRTimeline
Arax Advisory Partners220$33.4K<0.01%new13F-HRTimeline
Montgomery Financial Services LLC217$32.9K0.03%13F-HRTimeline
Godfrey Financial Associates, Inc.211$32K0.02%013F-HRTimeline