Who owns PTH?
Invesco Dorsey Wright Healthcare Momentum ETF · Invesco
67 institutions reported holding PTH, worth $55.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PTH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $8.2M | 136,548 | −4,496 shares |
| Bank of America Corp. | Charlotte, NC | $6.6M | 110,763 | −2,947 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $6.0M | 100,396 | +46,670 shares |
| LPL Financial LLC | Fort Mill, SC | $4.6M | 76,823 | −7,259 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $4.2M | 70,834 | +11,597 shares |
| SFI Advisors, LLC | Montclair, NJ | $3.4M | 56,283 | −1,708 shares |
| Wells Fargo & Company | San Francisco, CA | $2.4M | 40,024 | +1,111 shares |
| IHT Wealth Management, LLC | Chicago, IL | $2.3M | 38,371 | −19,516 shares |
| WealthBridge Capital Management, LLC | Westerville, OH | $2.2M | 36,956 | New position |
| Byrne Financial Freedom, LLC | Franklin, MA | $2.0M | 32,917 | −758 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PTH?
67 institutional managers reported holding PTH in Form 13F filings for June 30, 2026, worth $55.8M in total. The largest reported position was held by Morgan Stanley, at $8.2M.
Did institutions buy or sell PTH last quarter?
Reported 13F value rose 26.4% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PTH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.