DWAS institutional holders

Invesco Dorsey Wright SmallCap Momentum ETF · 110 reporting institutions · $297.7M reported value

Funds that can replace DWAS · DWAS return decomposition

Institutional holdings

Institutions reporting DWAS, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$45.5M23,1852026-06-30
Wealth Enhancement Advisory Services, LLC$38.5M1,0262026-06-30
Goldman Sachs Group Inc$28M02026-06-30
Lpl Financial LLC$20.9M23,4582026-06-30
Bank of America Corp /de$18.4M02026-06-30
Wells Fargo & Company/mn$16.7M02026-06-30
Royal Bank of Canada$16.6M02026-06-30
Stifel Financial Corp$12.5M02026-06-30
UBS Group AG$10.2M02026-06-30
Bnp Paribas Financial Markets$8.9M02026-06-30
Raymond James Financial Inc$8.3M02026-06-30
Sanctuary Advisors, LLC$8.1M4012026-06-30
Highmark Wealth Management LLC$5.9M52026-06-30
Vise Technologies, Inc.$4.4M02026-06-30
Biondo Investment Advisors, LLC$3.8M122026-06-30
Prospera Financial Services, Inc.$3.3M2702026-06-30
Cetera Investment Advisers$2.4M10,3702026-06-30
Commonwealth Equity Services, LLC$2.1M2,8632026-06-30
1900 Wealth$2M182026-06-30
Snowden Capital Advisors LLC$1.9M1222026-06-30
Sound Income Strategies, LLC$1.8M1182026-06-30
Northwestern Mutual Wealth Management Co$1.7M02026-06-30
Colonial River Wealth Management LLC$1.6M82026-06-30
Private Advisor Group, LLC$1.6M9272026-06-30
Family Capital Trust Co$1.5M02026-06-30
Nottingham Advisors, Inc.$1.5M82026-06-30
Aqr Capital Management LLC$1.4M12026-06-30
MML Investors Services, LLC$1.2M5,1202026-06-30
Two Sigma Investments, LP$1.2M02026-06-30
Trueblood Wealth Management, LLC$1.2M52026-06-30
Ep Wealth Advisors, LLC$1.1M3382026-06-30
Geneos Wealth Management, Inc.$1.1M1932026-06-30
Osaic Holdings, Inc.$1M02026-06-30
Jpmorgan Chase & Co$974.4K02026-06-30
Quantinno Capital Management LP$959.1K02026-06-30
Financial Partners Group, Inc$951.5K92026-06-30
Thepartners Wealth Management$935.6K372026-06-30
Benjamin Edwards Inc$789.2K02026-06-30
Morganrosel Wealth Management, LLC$770.8K22026-06-30
Sfg Wealth Management, Llc.$679.6K92026-06-30
Farther Finance Advisors, LLC$662.7K3342026-06-30
Kestra Advisory Services, LLC$635.6K1,4792026-06-30
Citadel Advisors LLC$598.6K02026-06-30
Nemes Rush Group LLC$573.4K92026-06-30
Cwm, LLC$537.7K6672026-03-31
Newedge Advisors$525.9K6012026-06-30
Stratos Wealth Partners, Ltd.$515.4K3862026-06-30
Strid Group, LLC$510.1K92026-06-30
Creative Planning$491.8K1,1712026-06-30
Baird Financial Group, Inc.$473.4K02026-06-30
Scotia Capital Inc.$452.9K02026-06-30
Envestnet Pmc$441K602026-06-30
Focus Partners Wealth$439.6K1,0482026-06-30
Great Valley Advisor Group, LLC$420.7K2052026-06-30
Davenport & Co LLC$413.1K3392026-06-30
Mercer Global Advisors Inc /adv$387.4K02026-06-30
Mariner, LLC$345.3K02026-06-30
Susquehanna International Group, LLP$337.6K02026-06-30
Waverly Advisors, LLC$331.1K2312026-06-30
Steward Partners Investment Advisory, LLC$328.3K4812026-06-30
National Bank of Canada /fi$324.2K02026-06-30
CIBC World Market Inc.$314.1K02026-06-30
Focus Financial$313K1212026-06-30
Corecap Advisors, LLC$309.6K1182026-06-30
Nations Financial Group Inc, /ia/ /adv$291.2K02026-06-30
Blackrock, Inc.$289.5K02026-06-30
Soltis Investment Advisors LLC$288.1K782026-06-30
Mtm Investment Management, LLC$275.5K52026-06-30
Fmr LLC$271.7K02026-06-30
Ifp Advisors, Inc$269.7K3182026-06-30
Spire Wealth Management$255.9K32026-06-30
The Caprock Group, LLC$242.8K512026-06-30
Pine Valley Investments Ltd Liability Co$229.7K332026-06-30
Brookstone Capital Management$226.5K3372026-06-30
Iht Wealth Management LLC$209.2K1592026-06-30
Integrity Alliance, Llc.$207K3532026-06-30
Jones Financial Companies LLLP$145.6K02026-06-30
Wealth Enhancement Trust Services, Inc.$135.5K02026-06-30
Founders Financial Alliance, LLC$135.4K322026-06-30
Huntington National Bank$127.3K02026-06-30
Cornerstone Planning Group LLC$121.5K232026-06-30
Pursuit Wealth Strategies, LLC$93.8K42026-06-30
Sankala Group LLC$84.6K42026-06-30
Rockefeller Capital Management LP$56.4K3462026-06-30
Nfsg Corp$54.7K752026-06-30
Assetmark, Inc$47.7K2202026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$46.6K02026-06-30
Harbour Investments, Inc.$45.8K2472026-06-30
Fwl Investment Management, LLC$42.3K22026-06-30
Institute for Wealth Management, Llc.$38.2K132026-06-30
Register Financial Advisors LLC$36K02026-06-30
Lri Investments, LLC$25.5K252026-06-30
Integrated Wealth Concepts LLC$25.5K4802026-06-30
Red Tortoise LLC$25.1K02026-03-31
Ae Wealth Management LLC$23.6K4712026-06-30
Key Financial, Inc.$13.8K82026-06-30
Qube Research & Technologies Ltd$13.8K02026-06-30
Fifth Third Bancorp$13.4K02026-06-30
Russell Investments Group, Ltd.$12.2K02026-06-30
Comerica Bank$10.7K02025-12-31
Tower Research Capital LLC (trc)$8.1K02026-06-30
PNC Financial Services Group, Inc.$6.4K02026-06-30
Allworth Financial, LP$6.1K3172026-06-30
Irc Wealth$5.6K72026-06-30
Global Retirement Partners LLC$4.7K4912026-06-30
Janney Montgomery Scott LLC$3K1,3422026-06-30
Private Trust Co NA$2.9K02026-06-30
Cambridge Investment Research Advisors, Inc.$2.7K3,9402026-03-31
Golden State Wealth Management, LLC$637472026-06-30
Hemington Wealth Management$8402025-09-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30