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Disclosery

PIE INVESCO EXCH TRADED FD TR II

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DORSEY WRGT EMRG (fund)

58 managers (58 13F filers) reported a position in PIE shares at 2025-09-30, 3,056,886 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
58
13F filers
58
New
9
Added
19
Reduced
17
Sold out
2
Shares held by filers
3,056,886

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC869,151$21.2M0.01%+307,18913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN546,659$13.3M<0.01%+280,63213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY217,949$5.32M<0.01%-11,71213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG193,166$4.71M<0.01%+8,32213F-HRTimelineGroup
NewSquare Capital LLC183,463$4.48M0.3%+12,72713F-HRTimeline
Maltin Wealth Management, Inc.161,155$3.93M1.63%+2,64613F-HRTimeline
LPL Financial LLC68,612$1.67M<0.01%-9,99913F-HRTimeline
Cambridge Investment Research Advisors,…58,653$1.43M<0.01%-1,97213F-HRTimeline
Prospera Financial Services Inc57,737$1.41M0.02%-67613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,462$1.33M<0.01%-11,57513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,405$1.33M<0.01%+35,93213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,844$1.07M<0.01%-91213F-HRTimelineGroup
MorganRosel Wealth Management, LLC43,653$1.07M0.28%+2,54313F-HRTimeline
M Holdings Securities, Inc.39,217$957K0.2%-372,48713F-HRTimeline
Lunt Capital Management, Inc.33,948$828K0.32%-3,69913F-HRTimeline
MML INVESTORS SERVICES, LLC31,157$760K<0.01%+12,67013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,835$752K0.01%+3,26713F-HRTimelineGroup
Trueblood Wealth Management, LLC28,572$697K0.27%+1,26513F-HRTimeline
Kingsview Wealth Management, LLC27,572$673K0.01%-39413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,227$664K<0.01%-135,06513F-HRTimelineGroup
OLD MISSION CAPITAL LLC26,920$657K0.02%new13F-HRTimeline
Del-Sette Capital Management, LLC23,702$578K0.36%-114,35213F-HRTimeline
Whipplewood Advisors, LLC20,380$497K0.33%-11513F-HRTimeline
IHT Wealth Management, LLC19,161$468K0.01%+6313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,845$457K<0.01%-24513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,545$452K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,222$445K<0.01%+2,38113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,179$395K<0.01%+613F-HRTimeline
PFG Investments, LLC13,810$337K0.02%+2,48013F-HRTimeline
Private Advisory Group LLC13,352$326K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,834$289K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC11,207$273K<0.01%013F-HRTimeline
Cetera Investment Advisers10,910$266K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,746$213K<0.01%-4,21413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,867$209K<0.01%+2,34013F-HRTimelineGroup
&PARTNERS8,536$208K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,797$166K<0.01%-7413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,134$147K<0.01%+1,03113F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,990$146K<0.01%+25513F-HRTimeline
UMB Bank, n.a.4,890$119K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Financial Alliance, LLC2,498$60.9K0.01%+1,07613F-HRTimeline
MGB Wealth Management, LLC2,000$48.8K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,800$43.9K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,326$32.4K<0.01%013F-HRTimeline
COMERICA BANK1,290$31.5K<0.01%-27613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…750$18.3K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC617$15.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC544$13.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd356$8.69K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC334$8K<0.01%013F-HRTimelineGroup
MAI Capital Management222$5.42K<0.01%+113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$4.88K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC140$3.42K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.117$2.85K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…98$2.39K<0.01%013F-HRTimeline
NewEdge Advisors, LLC68$1.66K<0.01%-3813F-HRTimeline
Farther Finance Advisors, LLC60$1.46K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$49<0.01%013F-HRTimeline