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Disclosery

PIZ INVESCO EXCH TRADED FD TR II

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DORSEY WRGT DVLP (fund)

94 managers (95 13F filers) reported a position in PIZ shares at 2025-12-31, 8,154,039 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
94
13F filers
95
New
17
Added
47
Reduced
17
Sold out
5
Shares held by filers
8,154,039

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,002,892$98.1M0.02%+60,47713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY962,626$47.2M<0.01%+118,53813F-HR/ATimelineGroup
LPL Financial LLC620,114$30.4M0.01%+139,93913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA577,277$28.3M<0.01%+182,66713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…537,373$27.1M0.04%-10,56813F-HRTimeline
Systelligence, LLC369,149$18.1M3.44%+9,25213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV341,130$16.7M1.05%+27,73413F-HRTimeline
UBS Group AGin group UBS Group AG294,971$14.4M<0.01%+19,18313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC265,010$13M<0.01%+3,14913F-HRTimelineGroup
Axiom Financial Strategies, LLC232,664$11.4M4.8%-2,93413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC208,940$10.2M<0.01%+155,88313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC129,634$6.35M<0.01%new13F-HRTimelineGroup
Del-Sette Capital Management, LLC80,991$3.97M2.45%+61613F-HRTimeline
Cetera Investment Advisers74,414$3.64M<0.01%+41,94013F-HRTimeline
NewSquare Capital LLC64,307$3.15M0.28%-35,89013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,752$3.12M<0.01%+8,06213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC62,474$3.06M<0.01%+3,18913F-HRTimeline
Wagner Wealth Management, Corp55,450$2.72M2.68%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,203$2.66M0.02%+2,31413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC53,833$2.64M0.01%+9,10013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,540$2.23M<0.01%+26,39213F-HRTimelineGroup
CPC Advisors, LLC45,245$2.22M0.22%-19713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,778$2.14M<0.01%+5,68913F-HRTimelineGroup
Cambridge Investment Research Advisors,…43,651$2.14M0.01%+5,47413F-HRTimeline
LANARK FINANCIAL, INC.42,226$2.07M0.16%-11513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,740$2.04M<0.01%new13F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC40,898$2M0.86%+1,86113F-HRTimeline
Prospera Financial Services Inc40,621$1.99M0.03%-1,21313F-HRTimeline
&PARTNERS40,116$1.96M0.01%+29,47613F-HRTimeline
Genesee Capital Advisors, LLC36,824$1.8M0.73%+1,87113F-HRTimeline
GTS SECURITIES LLC36,309$1.78M0.06%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding33,787$1.65M+2,636Timeline
Greenline Wealth Management LLC33,143$1.62M1.68%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,855$1.56M<0.01%+58513F-HRTimelineGroup
PFG Advisors31,625$1.55M0.08%new13F-HRTimeline
NewEdge Advisors, LLC29,159$1.43M0.01%+3,01213F-HRTimeline
RiverTree Advisors, LLC27,398$1.34M0.86%-64013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,338$1.19M<0.01%-21413F-HRTimelineGroup
Janney Montgomery Scott LLC23,298$1.14M<0.01%+1,20613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,804$1.12M0.03%new13F-HRTimelineGroup
Cyndeo Wealth Partners, LLC22,543$1.1M0.06%-53813F-HRTimeline
Trueblood Wealth Management, LLC20,587$1.01M0.39%+38313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,819$824K<0.01%+56213F-HRTimelineGroup
Sanctuary Advisors, LLC16,716$819K<0.01%+6,33013F-HRTimeline
MorganRosel Wealth Management, LLC14,658$718K0.18%+17913F-HRTimeline
Advisory Services Network, LLC14,072$689K0.01%+3,91913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,259$601K<0.01%new13F-HRTimelineGroup
Navis Wealth Advisors, LLC11,652$571K0.24%new13F-HRTimeline
Quantinno Capital Management LP11,354$556K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC11,327$555K0.01%+2513F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT10,742$526K0.25%-47013F-HRTimeline
COMERICA BANK10,621$520K<0.01%+1,66613F-HRTimeline
Private Advisory Group LLC8,875$435K0.03%+64713F-HRTimeline
Monument Capital Management8,855$434K0.11%-6,90813F-HRTimeline
CWM, LLCin group CWM, LLC8,506$417K<0.01%+1,57313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,482$415K<0.01%-6,90813F-HRTimeline
Riggs Asset Managment Co. Inc.8,265$405K0.08%013F-HRTimeline
OneDigital Investment Advisors LLC8,245$404K<0.01%013F-HRTimeline
Formidable Asset Management, LLC8,165$389K0.06%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.7,699$377K0.18%+56713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,477$366K<0.01%013F-HRTimelineGroup
CIBC WORLD MARKET INC.7,441$364K<0.01%-30013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,673$327K<0.01%+32813F-HRTimeline
PFG Investments, LLC6,517$319K0.02%+9313F-HRTimeline
Gladstone Institutional Advisory LLC6,283$308K0.01%+1,48413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,887$288K<0.01%-13,34713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,864$287K0.02%+1,55413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,573$273K0.05%new13F-HRTimeline
Bensler, LLC5,502$270K0.03%+65713F-HRTimeline
Capital Investment Advisory Services, L…5,418$265K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,379$263K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,158$253K<0.01%+2013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC4,950$242K0.08%+55013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,927$241K0.02%+37213F-HRTimeline
Bolthouse Investments, LLC4,190$205K0.18%new13F-HRTimeline
Geneos Wealth Management Inc.3,895$191K<0.01%+3,42513F-HRTimeline
Steward Partners Investment Advisory, L…3,538$173K<0.01%+22213F-HRTimeline
Farther Finance Advisors, LLC3,258$160K<0.01%013F-HRTimeline
Arax Advisory Partners2,712$133K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,500$122K0.04%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,987$97.3K0.01%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,982$97.1K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,637$80.2K<0.01%-8013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,564$76.6K0.03%013F-HRTimeline
Garton & Associates Financial Advisors …836$40.9K0.02%13F-HRTimeline
FMR LLCin group FMR LLC814$39.9K<0.01%+9513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL600$29.4K<0.01%-25013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA476$23.3K<0.01%13F-HRTimelineGroup
Key Financial Inc406$19.9K<0.01%013F-HRTimeline
AE Wealth Management LLC367$18K<0.01%-1913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…294$14.4K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd91$4.46K<0.01%013F-HRTimeline
Realta Investment Advisors40$1.96K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15$735<0.01%new13F-HRTimeline