Who Owns INVESCO DORSEY (PTH)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $52.8M of INVESCO DORSEY (PTH) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($8.2M), BANK OF AMERICA CORP /DE/ ($6.6M), LPL Financial LLC ($4.6M), Royal Bank of Canada ($4.2M), SFI Advisors, LLC ($3.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$8.2M136,548Trimmed
2BANK OF AMERICA CORP /DE/$6.6M110,763Trimmed
3LPL Financial LLC$4.6M76,823Trimmed
4Royal Bank of Canada$4.2M70,834Added
5SFI Advisors, LLC$3.4M56,283Trimmed
6Cambridge Investment Research Advisors, Inc.$3.0M50,198Trimmed
7WELLS FARGO & COMPANY/MN$2.4M40,024Added
8IHT Wealth Management, LLC$2.3M38,371Trimmed
9WealthBridge Capital Management, LLC$2.2M36,956New
10BYRNE FINANCIAL FREEDOM, LLC$2.0M32,917Trimmed
11RAYMOND JAMES FINANCIAL INC$1.6M25,947Added
12Farther Finance Advisors, LLC$1.5M24,668Trimmed
13UBS Group AG$1.4M23,580Trimmed
14COMMONWEALTH EQUITY SERVICES, LLC$982,17016,435Trimmed
15Steward Partners Investment Advisory, LLC$639,43210,700Hold
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$615,70710,303Trimmed
17PFG Advisors$567,2259,492Added
18ENVESTNET ASSET MANAGEMENT INC$514,7998,614Trimmed
19Cetera Investment Advisers$421,3687,051Added
20OSAIC HOLDINGS, INC.$400,3296,699Added
21Fortune Financial Group, Inc.$397,2256,647Trimmed
22Focus Partners Wealth$388,4406,500Hold
23CAPTRUST FINANCIAL ADVISORS$358,7896,004Hold
24MML INVESTORS SERVICES, LLC$352,7415,903Trimmed
25JONES FINANCIAL COMPANIES LLLP$343,1815,905Added

Source: SEC Form 13F filings · as of 2026-06-30