Invesco Dorsey Wright Consum
$96.67+0.5%
+$124.8K
Net Activity
+1.01% total shares
Institutions Holding
24
Popularity Rank
#7976
Avg Weight
0.01%
Total Value
$10.0M
24 institutions currently hold PEZ, with 6 net buyers and 10 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
10
Net Buying Institutions
6
Top 5 by Value
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Across its top 20 institutional holders, PEZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 25/100).
PEZ ranks #7976 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
24 institutions disclose a position in PEZ, but none treat it as a major bet — even Trueblood Wealth Management, LLC, its most concentrated holder, allocates just 0.2% of its own portfolio to it.
Goldman Sachs Group Inc has added to its PEZ position for two straight quarters, increasing it by $209.4K to reach $454.1K today.
LPL Financial LLC has trimmed its PEZ position for two straight quarters, cutting it by $519.1K while still holding $557.6K.
+$278.2K
Total Buy Value
$202.6K
Total Sell Value
6
Net Buyers
10
Net Sellers
PEZ
Q2 2026
Top 5 Institutional Movers
+$185.0K
+$123.8K
+$107.2K
+$105.2K
+$102.0K
PEZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46137V803
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,252
Total reported value
$1.3T
Held by 5252 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,145
Total reported value
$670.7B
Held by 5145 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,075
Total reported value
$1.1T
Held by 5075 institutions — one of the most-tracked stocks on AlphaSMO
Access PEZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PEZCLI
npx alphasmo stocks get PEZ