Skip to content
Disclosery

PDP INVESCO EXCHANGE TRADED FD T

Follow

DORSEY WRIGHT MO (fund)

206 managers (208 13F filers) reported a position in PDP shares at 2026-03-31, 6,134,584 shares in all. 19 filers opened a position and 10 filers sold out during the quarter.

Managers
206
13F filers
208
New
19
Added
37
Reduced
67
Sold out
10
Shares held by filers
6,134,584

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY685,875$82.8M<0.01%-2,14913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC536,762$64.8M0.02%+29,07513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN411,062$49.6M0.01%-21,00513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC386,491$46.7M0.07%-35213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/325,370$39.3M<0.01%-15,32113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA306,311$37M0.01%-5,82313F-HRTimelineGroup
LPL Financial LLC284,395$34.3M0.01%-65,81013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP244,559$29.5M0.03%-13,11413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding215,423$26M+22,594Timeline
Summit Financial, LLC210,653$25.4M0.32%-4,38213F-HRTimeline
Janney Montgomery Scott LLC179,803$21.7M0.05%-41613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…156,185$18.9M0.03%+4,89713F-HRTimelineGroup
Prospera Financial Services Inc139,817$16.9M0.27%-25,34413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC132,917$16M0.08%-2,65813F-HRTimelineGroup
NewSquare Capital LLC108,116$13.1M1.14%-97,28513F-HRTimeline
Strid Group, LLC107,131$12.9M1.6%-1,80513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC105,934$12.9M<0.01%-7,49213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…75,782$9.33M0.02%-31,37013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,752$8.18M<0.01%+1,60513F-HRTimelineGroup
NewEdge Advisors, LLC64,557$7.79M0.03%-18,64313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,955$7.48M0.01%-1,56613F-HRTimelineGroup
Cambridge Investment Research Advisors,…53,272$6.43M0.02%-14,75113F-HRTimeline
Tradition Wealth Management, LLC50,219$6.06M0.43%-1,26113F-HRTimeline
MML INVESTORS SERVICES, LLC48,823$5.9M0.02%-5,16613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,560$5.37M<0.01%-40,13313F-HR/ATimelineGroup
&PARTNERS43,752$5.28M0.03%+1,95213F-HRTimeline
Institute for Wealth Management, LLC.42,769$5.16M0.55%-29813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40,000$4.83M<0.01%013F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC33,954$4.1M0.22%-11013F-HRTimeline
Cetera Investment Advisers29,460$3.56M<0.01%+1,03313F-HRTimeline
MTM Investment Management, LLC28,978$3.5M1.11%-44513F-HRTimeline
LANARK FINANCIAL, INC.28,591$3.45M0.26%+18,68913F-HRTimeline
JBR Co Financial Management Inc29,153$3.39M1.42%013F-HRTimeline
Farther Finance Advisors, LLC27,092$3.34M0.03%-3,24813F-HRTimeline
B. Riley Wealth Advisors, Inc.24,742$2.85M0.18%-2,50313F-HRTimeline
BLAIR WILLIAM & CO/IL23,415$2.83M0.01%-50013F-HRTimeline
EP Wealth Advisors, LLC22,266$2.69M0.01%-92413F-HRTimeline
D.A. DAVIDSON & CO.20,497$2.47M0.02%-55113F-HRTimeline
Capital Investment Advisory Services, L…20,139$2.43M0.18%013F-HRTimeline
CALTON & ASSOCIATES, INC.19,822$2.39M0.34%-37913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,223$2.32M<0.01%-31013F-HRTimeline
LJI Wealth Management, LLC19,199$2.32M0.37%-1,88213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,255$2.24M0.01%+10,41013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,207$2.2M<0.01%-4,96713F-HRTimelineGroup
Waverly Advisors, LLC18,189$2.2M0.02%013F-HRTimeline
Sovereign Financial Group, Inc.16,767$2.02M0.35%013F-HRTimeline
Private Advisory Group LLC15,963$1.93M0.13%+7,42013F-HRTimeline
Snowden Capital Advisors LLC15,696$1.9M0.05%+8813F-HRTimeline
Arkadios Wealth Advisors15,000$1.81M0.03%+1,18613F-HRTimeline
Heirloom Wealth Management14,882$1.8M0.32%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,646$1.77M<0.01%-1,32613F-HRTimelineGroup
PFG Investments, LLC14,104$1.7M0.08%-7,72613F-HRTimeline
Steward Partners Investment Advisory, L…13,480$1.63M0.01%-2,76613F-HRTimeline
Bridgewater Advisors Inc.10,712$1.52M0.09%013F-HRTimeline
Sowell Financial Services LLC11,864$1.43M0.05%-3013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,650$1.41M0.01%+39813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,914$1.32M<0.01%+1,96713F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC10,913$1.32M0.33%-18213F-HRTimeline
PMG Wealth Management, Inc.9,705$1.17M0.85%-14013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,251$1.12M<0.01%+8,40813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,169$1.11M<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC8,870$1.07M0.01%+55013F-HRTimeline
Creative Planningin group Creative Planning8,242$995K<0.01%+26913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,190$989K<0.01%+41913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,173$987K0.01%-7013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.8,125$981K0.04%+20013F-HRTimeline
SCOTIA CAPITAL INC.8,100$978K<0.01%+13813F-HRTimeline
FMR LLCin group FMR LLC7,670$926K<0.01%+27613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,593$917K<0.01%new13F-HRTimelineGroup
Second Half Financial Partners, LLC7,460$901K0.41%-3413F-HRTimeline
Focus Financial Network, Inc.7,340$886K0.03%-6413F-HRTimeline
Sanctuary Advisors, LLC6,708$810K<0.01%+1,38813F-HRTimeline
Mill Creek Capital Advisors, LLC6,574$794K0.02%013F-HRTimeline
Merit Financial Group, LLC6,261$756K0.01%-36213F-HRTimeline
Mullooly Asset Management, Inc.6,189$747K0.28%013F-HRTimeline
Quantinno Capital Management LP6,048$730K<0.01%+1,52413F-HRTimeline
MorganRosel Wealth Management, LLC6,042$730K0.29%-15,74813F-HRTimeline
Wagner Wealth Management, Corp5,885$711K0.64%-8,58213F-HRTimeline
HighTower Advisors, LLC5,537$669K<0.01%+3,33113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,480$662K0.01%+65013F-HRTimelineGroup
Geneos Wealth Management Inc.5,436$656K0.02%-9613F-HRTimeline
Millennium Capital Advisors, LLC5,262$636K0.39%-113F-HRTimeline
Baker Avenue Asset Management, LP5,247$634K0.01%-9913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,165$624K0.23%013F-HRTimelineGroup
WealthBridge Capital Management, LLC5,130$619K0.14%-14513F-HRTimeline
CWM, LLCin group CWM, LLC5,007$605K<0.01%-90213F-HRTimelineGroup
Kiker Wealth Management, LLC4,819$582K0.28%new13F-HRTimeline
IFP Advisors, Inc4,638$560K0.01%+23513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding4,628$559K-20Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,622$558K<0.01%+1,56513F-HRTimelineGroup
PRIVATE TRUST CO NA4,421$534K0.05%013F-HRTimeline
Realta Investment Advisors4,418$533K0.19%-16513F-HRTimeline
Principle Wealth Partners LLC4,395$531K0.03%013F-HRTimeline
CIBC WORLD MARKET INC.4,321$522K<0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,302$519K0.03%-49613F-HRTimeline
Redwood Family Wealth LLC4,283$517K0.51%-40013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,273$516K<0.01%new13F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC4,051$489K0.02%013F-HRTimeline
Navigation Group, LLC4,050$489K0.11%13F-HRTimeline
HighPoint Advisor Group LLC3,890$470K0.02%-8013F-HRTimeline
NWF Advisory Services Inc.3,878$468K0.05%+85013F-HRTimeline
AlphaCore Capital LLC3,830$462K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,704$447K<0.01%new13F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co3,701$447K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,562$421K<0.01%-28313F-HRTimelineGroup
SAPIENT CAPITAL LLC3,454$417K0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management3,404$411K0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC3,349$404K0.01%013F-HRTimeline
Global Assets Advisory, LLC3,200$386K0.11%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,196$386K<0.01%013F-HRTimelineGroup
Castle Rock Wealth Management, LLC3,130$385K0.08%013F-HRTimeline
Eagle Bay Advisors LLC3,181$384K0.34%-33813F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,175$383K0.22%-6013F-HRTimeline
Private Advisor Group, LLC3,129$378K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,125$377K<0.01%013F-HRTimelineGroup
Selective Wealth Management, Inc.2,798$371K0.11%013F-HRTimeline
Trinity Wealth Management, LLC3,070$371K0.14%-37413F-HRTimeline
Vise Technologies, Inc.3,146$366K0.01%013F-HRTimeline
Morling Financial Advisors, LLC2,933$354K0.11%013F-HRTimeline
Modern Wealth Management, LLC2,831$349K0.01%013F-HRTimeline
Kingsview Wealth Management, LLC2,849$344K<0.01%+4213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,820$340K<0.01%013F-HRTimelineGroup
NWAM LLC2,807$339K0.02%-5013F-HRTimeline
Onyx Bridge Wealth Group LLC2,765$334K0.04%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,672$323K<0.01%+7513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,601$314K<0.01%+4113F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,590$313K0.05%013F-HRTimeline
First City Capital Management, Inc.2,585$312K0.17%013F-HRTimeline
Pacific Sun Financial Corp2,562$309K0.15%-8013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,501$302K<0.01%+23813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,485$300K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,420$292K<0.01%new13F-HRTimelineGroup
Welch & Forbes LLC2,419$292K<0.01%013F-HRTimeline
Keystone Financial Group2,321$280K0.02%-4613F-HRTimeline
Claris Financial LLC2,299$278K0.15%-20713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,276$275K0.01%+40513F-HRTimelineGroup
MGO ONE SEVEN LLC2,215$267K0.01%+24613F-HRTimeline
Koshinski Asset Management, Inc.2,190$264K0.02%013F-HRTimeline
Post Resch Tallon Group Inc.2,115$259K0.21%013F-HRTimeline
Heritage Trust Co2,095$253K0.03%013F-HRTimeline
Delta Investment Management, LLC2,069$250K0.04%013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,057$248K0.04%013F-HRTimeline
CWC Advisors, LLC.2,006$242K0.12%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,000$241K0.02%013F-HRTimeline
Mirador Capital Partners LP2,000$241K0.03%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,961$237K0.03%new13F-HRTimeline
Gaddis Premier Wealth Advisors LLC1,955$236K0.17%013F-HRTimeline
Trueblood Wealth Management, LLC1,912$231K0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,897$229K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department1,832$221K0.06%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,800$217K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors1,800$217K0.01%-15013F-HRTimeline
Rehmann Capital Advisory Group1,745$211K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,716$207K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,702$206K<0.01%new13F-HRTimelineGroup
WestHill Financial Advisors, Inc.1,690$204K0.04%new13F-HRTimeline
Advisory Services Network, LLC1,426$172K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,389$168K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC1,378$166K0.03%+56413F-HRTimeline
HARBOUR INVESTMENTS, INC.1,281$155K<0.01%+68713F-HRTimeline
AE Wealth Management LLC1,216$147K<0.01%-12,89513F-HRTimeline
Wagner Wealth Management, LLC1,186$143K0.03%013F-HRTimeline
MCF Advisors LLC1,140$138K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,120$135K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,022$123K<0.01%013F-HRTimeline
PlanVest Financial, Inc987$119K0.09%13F-HRTimeline
HHM Wealth Advisors, LLC913$110K0.01%013F-HRTimeline
Anchor Investment Management, LLC855$103K0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC846$102K0.04%new13F-HRTimeline
Wilmington Savings Fund Society, FSB800$96.6K<0.01%013F-HRTimeline
WealthShield Partners, LLC700$84.5K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.585$70K0.02%013F-HRTimeline
Costello Asset Management, INC572$69.1K0.02%013F-HRTimeline
Salomon & Ludwin, LLC528$65K0.01%013F-HRTimeline
Parallel Advisors, LLC409$49.4K<0.01%013F-HR/ATimeline
Capital Investment Counsel, Inc392$47.3K0.01%013F-HRTimeline
Operose Advisors LLC377$45.5K0.01%+10213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV356$43K<0.01%013F-HRTimeline
Root Financial Partners, LLC332$40.1K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC306$36.9K0.02%013F-HRTimeline
MAI Capital Management300$36.2K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.300$36.2K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…266$32.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/252$30.4K<0.01%013F-HRTimelineGroup
Red Tortoise LLC245$29.6K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.211$25.5K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED207$25K<0.01%013F-HRTimeline
LRI Investments, LLC200$24.1K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC174$21K0.01%-16713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…130$15.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC114$13.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC101$11.7K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC95$11.1K0.01%013F-HRTimeline
SHP Wealth Management67$8.09K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC64$7.73K<0.01%13F-HRTimelineGroup
Larson Financial Group LLC57$6.88K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC45$5.43K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.31$3.74K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC28$3.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.25$3.02K<0.01%013F-HRTimeline