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Disclosery

PIE INVESCO EXCH TRADED FD TR II

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DORSEY WRGT EMRG (fund)

64 managers (64 13F filers) reported a position in PIE shares at 2026-03-31, 4,307,763 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
64
13F filers
64
New
13
Added
26
Reduced
14
Sold out
7
Shares held by filers
4,307,763

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC976,462$25.4M0.01%+83,95613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN904,201$23.5M<0.01%+297,43013F-HR/ATimelineGroup
NewSquare Capital LLC373,168$9.71M0.85%+256,39013F-HRTimeline
LPL Financial LLC269,594$7.02M<0.01%+206,45413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY252,755$6.58M<0.01%+24,76813F-HRTimelineGroup
Maltin Wealth Management, Inc.181,424$4.72M1.8%+14,93213F-HRTimeline
UBS Group AGin group UBS Group AG167,100$4.35M<0.01%+3,09813F-HRTimelineGroup
Prospera Financial Services Inc153,584$4M0.06%+98,94613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC150,000$3.9M<0.01%+108,14213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,019$1.9M<0.01%+21,65813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,653$1.76M<0.01%+58,66813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,332$1.62M<0.01%-1,90613F-HRTimelineGroup
Cambridge Investment Research Advisors,…61,417$1.6M<0.01%+3,44513F-HRTimeline
&PARTNERS39,235$1.02M0.01%+6,92713F-HRTimeline
PFG Investments, LLC37,171$968K0.05%+23,19813F-HRTimeline
MorganRosel Wealth Management, LLC36,590$952K0.38%-11,71313F-HRTimeline
MML INVESTORS SERVICES, LLC29,733$774K<0.01%-2,62713F-HRTimeline
Trueblood Wealth Management, LLC29,443$766K0.3%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,640$719K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,741$703K<0.01%-86813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,672$616K<0.01%-10,56213F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.23,100$601K0.21%new13F-HRTimeline
Del-Sette Capital Management, LLC22,180$577K0.35%+17913F-HRTimeline
Private Advisor Group, LLC21,730$566K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,095$547K<0.01%+2,25013F-HRTimelineGroup
Kingsview Wealth Management, LLC19,427$506K0.01%-1,18313F-HRTimeline
Steward Partners Investment Advisory, L…18,488$481K<0.01%+12,04513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,195$448K<0.01%-66913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,517$430K<0.01%-6213F-HRTimeline
EP Wealth Advisors, LLC14,983$390K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC13,574$353K<0.01%new13F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT13,269$345K0.17%new13F-HRTimeline
IHT Wealth Management, LLC12,788$333K0.01%-6,55713F-HRTimeline
Private Advisory Group LLC12,088$315K0.02%-22513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,732$301K<0.01%+4,61913F-HRTimelineGroup
Cetera Investment Advisers11,538$300K<0.01%-7213F-HRTimeline
OneDigital Investment Advisors LLC11,207$292K<0.01%013F-HRTimeline
Nicholson Wealth Management Group, LLC10,083$262K0.15%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,994$260K<0.01%+1,17213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.9,902$258K0.01%new13F-HRTimelineGroup
Heirloom Wealth Management9,461$246K0.04%new13F-HRTimeline
NewEdge Advisors, LLC8,623$224K<0.01%+8,55513F-HR/ATimeline
CWM, LLCin group CWM, LLC8,554$223K<0.01%+8,22013F-HRTimelineGroup
Creative Planningin group Creative Planning7,862$205K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,486$169K<0.01%+213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,799$151K<0.01%-11,20613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,510$143K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.4,890$127K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,393$114K<0.01%+3,30213F-HRTimelineGroup
Founders Financial Alliance, LLC2,433$63.3K0.01%+1,06713F-HRTimeline
BLAIR WILLIAM & CO/IL1,800$46.9K<0.01%013F-HRTimeline
Sankala Group LLC1,515$38.9K0.03%-32013F-HRTimeline
AE Wealth Management LLC715$18.6K<0.01%+58213F-HRTimeline
Register Financial Advisors LLC551$14.3K0.01%+3613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…537$14.2K<0.01%-1613F-HRTimeline
Whipplewood Advisors, LLC505$13.1K0.01%013F-HRTimeline
Qube Research & Technologies Ltd356$9.27K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO239$6.11K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management224$5.84K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC200$5.21K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.118$3.07K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$2.76K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC60$1.59K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$52<0.01%013F-HRTimeline