Invesco Dorsey Wright Financ
$62.830%
-$40.5K
Net Activity
-15.38% total shares
Institutions Holding
32
Popularity Rank
#7325
Avg Weight
0.02%
Total Value
$18.8M
32 institutions currently hold PFI, with 12 net buyers and 15 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
15
Net Buying Institutions
12
Top 5 by Value
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Across its top 20 institutional holders, PFI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 28/100).
PFI ranks #7325 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
32 institutions disclose a position in PFI, but none treat it as a major bet — even Coppell Advisory Solutions LLC, its most concentrated holder, allocates just 0.2% of its own portfolio to it.
LPL Financial LLC has added to its PFI position for two straight quarters, increasing it by $2.0M to reach $3.4M today.
Transamerica Financial Advisors, LLC has trimmed its PFI position for two straight quarters, cutting it by $14.0M while still holding $184.0K.
+$3.0M
Total Buy Value
$3.1M
Total Sell Value
12
Net Buyers
15
Net Sellers
PFI
Q2 2026
Top 5 Institutional Movers
+$2.6M
-$2.0M
-$533.1K
+$461.1K
+$317.7K
PFI 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
46137V860
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
4,114
Total reported value
$649.2B
Held by 4114 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$279.5B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,111
Total reported value
$712.5B
Held by 4111 institutions — one of the most-tracked stocks on AlphaSMO
Access PFI's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PFICLI
npx alphasmo stocks get PFI