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Disclosery

PIE INVESCO EXCH TRADED FD TR II

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DORSEY WRGT EMRG (fund)

61 managers (61 13F filers) reported a position in PIE shares at 2025-12-31, 3,031,793 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
61
13F filers
61
New
7
Added
24
Reduced
15
Sold out
6
Shares held by filers
3,031,793

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC892,506$21.1M0.01%+23,35513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN606,771$14.3M<0.01%+60,11213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY227,987$5.39M<0.01%+10,03813F-HR/ATimelineGroup
Maltin Wealth Management, Inc.166,492$3.94M1.57%+5,33713F-HRTimeline
UBS Group AGin group UBS Group AG164,002$3.88M<0.01%-29,16413F-HRTimelineGroup
NewSquare Capital LLC116,778$2.76M0.24%-66,68513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,238$1.52M<0.01%+9,83313F-HRTimelineGroup
LPL Financial LLC63,140$1.49M<0.01%-5,47213F-HRTimeline
Cambridge Investment Research Advisors,…57,972$1.37M<0.01%-68113F-HRTimeline
Prospera Financial Services Inc54,638$1.29M0.02%-3,09913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,361$1.21M<0.01%+7,51713F-HRTimelineGroup
MorganRosel Wealth Management, LLC48,303$1.14M0.29%+4,65013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,858$989K<0.01%+14,63113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,424$814K<0.01%+15,87913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,234$809K<0.01%new13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC32,360$765K<0.01%+1,20313F-HRTimeline
&PARTNERS32,308$764K<0.01%+23,77213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,609$724K<0.01%-22613F-HRTimelineGroup
Trueblood Wealth Management, LLC29,443$696K0.27%+87113F-HRTimeline
Del-Sette Capital Management, LLC22,001$520K0.32%-1,70113F-HRTimeline
Kingsview Wealth Management, LLC20,610$487K0.01%-6,96213F-HRTimeline
IHT Wealth Management, LLC19,345$457K0.01%+18413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,845$442K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,864$422K<0.01%-35813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,005$402K<0.01%+8,13813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,579$392K<0.01%+40013F-HRTimeline
EP Wealth Advisors, LLC14,983$354K<0.01%13F-HRTimeline
PFG Investments, LLC13,973$330K0.02%+16313F-HRTimeline
Private Advisory Group LLC12,313$291K0.02%-1,03913F-HRTimeline
HRT FINANCIAL LP11,713$276K<0.01%new13F-HRTimeline
Cetera Investment Advisers11,610$274K<0.01%+70013F-HRTimeline
OneDigital Investment Advisors LLC11,207$265K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,985$212K<0.01%-45,47713F-HRTimelineGroup
Shade Tree Advisors LLC8,900$210K0.16%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,822$209K<0.01%+7613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,113$168K<0.01%+97913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,484$153K<0.01%-31313F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,443$152K<0.01%+45313F-HRTimeline
COMERICA BANK6,045$143K<0.01%+4,75513F-HRTimeline
UMB Bank, n.a.4,890$116K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,451$81.6K<0.01%new13F-HRTimelineGroup
Sankala Group LLC1,835$52K0.04%13F-HRTimeline
MGB Wealth Management, LLC2,000$47.3K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,800$42.5K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC1,386$32.8K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC1,366$32.3K0.01%-1,13213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,091$25.8K<0.01%+34113F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…553$13.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC544$12.9K<0.01%013F-HRTimeline
Register Financial Advisors LLC515$12.2K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC505$11.9K0.01%-19,87513F-HRTimeline
Qube Research & Technologies Ltd356$8.41K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC334$8K<0.01%013F-HRTimelineGroup
MAI Capital Management224$5.3K<0.01%+213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$4.73K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC133$3.14K<0.01%-713F-HRTimeline
DHJJ Financial Advisors, Ltd.118$2.78K<0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…98$2.32K<0.01%013F-HRTimeline
NewEdge Advisors, LLC68$1.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC60$1.42K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$47<0.01%013F-HRTimeline