Invesco Dow Jones IndustrialDJDETF

13F holders, Q2 2026 (June 30)
98holders +8
15new positions
7sold out
$63.35avg. 13F price*

At the end of Q2 2026, 98 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings, up 8 from Q1 2026. 15 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($32.6M), Cibc World Market Inc. ($29.8M) and MRA Advisory Group ($16.0M).

Company
Invesco Dow Jones Industrial
CUSIP
46137V605
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 59Q1 2024Q2 2024: 61Q2 2024Q3 2024: 60Q3 2024Q4 2024: 67Q4 2024Q1 2025: 66Q1 2025Q2 2025: 66Q2 2025Q3 2025: 69Q3 2025Q4 2025: 84Q4 2025Q1 2026: 90Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions15$2.2M
Exits7$13.7M

All 13F filers, Q1 2026 → Q2 2026: 101,986 shares bought and 286,216 shares sold, net −184,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 98 holders

LPL Financial LLC 0.01% Reduce -0.4% 515,213 $32.6M
Cibc World Market Inc. 0.05% Reduce -3.0% 470,413 $29.8M
MRA Advisory Group 5.82% Add +1.6% 252,799 $16.0M
Bank of America Corp. 0.00% Reduce -3.6% 147,756 $9.4M
Absolute Capital Management, LLC 1.89% Add +8.6% 119,600 $7.6M
Envestnet Asset Management Inc. 0.00% Add +32.5% 53,597 $3.4M
Integrated Wealth Concepts LLC 0.02% Reduce -27.5% 50,447 $3.2M
WCG Wealth Advisors LLC 0.07% Add +4.5% 48,177 $3.1M
Cetera Investment Advisers 0.00% Reduce -11.7% 42,800 $2.7M
Osaic Holdings, Inc. 0.00% Add +9.7% 41,864 $2.7M
Raymond James Financial Inc. 0.00% Reduce -1.9% 41,257 $2.6M
Kestra Advisory Services, LLC 0.01% Add +3.0% 40,902 $2.6M
World Investment Advisors 0.04% Reduce -3.6% 36,308 $2.3M
Commonwealth Equity Services, LLC 0.00% Add +7.8% 31,797 $2.0M
Venture Visionary Partners LLC 0.06% No change 31,249 $2.0M
Retirement Planning Group, LLC / NY 1.01% Reduce -1.6% 29,164 $1.8M
PW Nova Financial Services LLC 0.36% Reduce -1.7% 26,467 $1.7M
Keebeck Wealth Management 0.16% No change 26,390 $1.7M
Level Four Advisory Services, LLC 0.04% Reduce -1.0% 25,084 $1.6M
Royal Bank of Canada 0.00% Add +68.1% 23,676 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -0.8% 21,311 $1.4M
Private Advisor Group, LLC 0.01% Add +22.1% 19,702 $1.2M
CreativeOne Wealth, LLC 0.03% Add +0.2% 18,468 $1.2M
Regatta Research & Money Management 1.06% — 17,644 $1.1M
Principal Securities, Inc. 0.01% Add +3.6% 15,753 $998K
Wealthcare Advisory Partners LLC 0.02% Add +9.2% 15,567 $986K
Jones Financial Companies LLLP 0.00% Add +29.5% 14,896 $946K
Stifel Financial Corp. 0.00% Reduce -14.5% 13,290 $842K
MML Investors Services, LLC 0.00% Add +129.1% 12,369 $784K
CIBC Bancorp USA Inc. 0.00% Add +5.0% 10,501 $665K
Goldman Sachs Group Inc. 0.00% No change 10,407 $659K
Harbour Investments, Inc. 0.01% Reduce -1.4% 9,880 $626K
Three Cord True Wealth Management, LLC 0.25% Reduce -3.8% 8,442 $535K
NTV Asset Management LLC 0.05% Reduce -6.9% 8,313 $527K
Storen Legacy Partners, LLC 0.14% Add +0.6% 8,179 $518K
WealthPlan Investment Management, LLC 0.03% Reduce -5.1% 8,133 $515K
Seek First Inc. 0.32% New 7,947 $504K
UBS Group AG 0.00% Reduce -15.2% 7,770 $492K
Astoria Portfolio Advisors LLC. 0.08% No change 7,400 $469K
Prime Capital Investment Advisors, LLC 0.00% Add +13.1% 6,304 $400K
Kovack Advisors, Inc. 0.02% Reduce -2.2% 6,207 $395K
SeaCrest Wealth Management, LLC 0.04% New 6,083 $386K
Cambridge Investment Research Advisors, Inc. 0.00% Add +11.7% 5,803 $368K
Kingswood Wealth Advisors, LLC 0.01% No change 5,653 $358K
Essex Financial Services, Inc. 0.02% No change 5,592 $354K
Focus Partners Wealth 0.00% No change 5,548 $352K
Oppenheimer & Co. Inc. 0.00% New 4,798 $304K
Stratos Wealth Partners, LTD. 0.00% Add +3.6% 4,676 $296K
Mariner, LLC 0.00% Add +5.9% 4,652 $295K
Merit Financial Group, LLC 0.00% Reduce -5.0% 4,544 $288K
Krilogy Financial LLC 0.01% Add +0.0% 4,463 $283K
Regal Investment Advisors LLC 0.01% Add +5.5% 4,322 $274K
FMR LLC 0.00% Add +52.7% 4,142 $263K
Creekside Partners 0.09% No change 4,000 $253K
Prospera Financial Services Inc 0.00% Add +0.3% 3,992 $253K
HighTower Advisors, LLC 0.00% Reduce -3.5% 3,846 $244K
First Heartland Consultants, Inc. 0.01% Add +0.0% 3,593 $228K
IFP Advisors, Inc 0.00% Add +0.0% 3,466 $220K
Spectrum Planning & Advisory Services Inc. 0.10% New 3,374 $214K
Creative Planning 0.00% Reduce -17.9% 3,313 $210K
Cahill Financial Advisors Inc. 0.02% New 3,181 $202K
HHM Wealth Advisors, LLC 0.02% No change 3,139 $199K
RMG Wealth Management LLC 0.02% New 2,858 $161K
Morgan Stanley 0.00% Add +7.2% 2,129 $135K
Capital Investment Advisory Services, LLC 0.01% New 2,121 $134K
Aptus Capital Advisors, LLC 0.00% New 2,121 $134K
Bank of Montreal 0.00% Add +160.8% 1,982 $126K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.9% 1,522 $96K
Pflug Koory, LLC 0.04% Add +0.3% 1,487 $94K
Cherry Tree Wealth Management, LLC 0.01% No change 1,100 $70K
Synergy Investment Management, LLC 0.02% No change 1,000 $63K
Steward Partners Investment Advisory, LLC 0.00% Add +0.8% 801 $51K
Asset Dedication, LLC 0.00% No change 791 $50K
Bogart Wealth, LLC 0.00% New 662 $42K
IFG Advisory, LLC 0.00% New 632 $40K
International Assets Investment Management, LLC 0.00% No change 625 $40K
Institute for Wealth Management, LLC. 0.00% New 614 $39K
SJS Investment Consulting Inc. 0.00% New 537 $34K
AE Wealth Management LLC 0.00% Reduce -8.5% 536 $34K
Medallion Wealth Advisors, LLC 0.01% No change 450 $29K
Geneos Wealth Management Inc. 0.00% Add +0.2% 435 $28K
SYM FINANCIAL Corp 0.00% Add +0.7% 408 $26K
Farther Finance Advisors, LLC 0.00% No change 383 $24K
Vanguard Advisers Inc. 0.00% No change 317 $20K
Tradewinds Capital Management, LLC 0.00% Add +0.6% 314 $20K
US Bancorp \de 0.00% New 270 $17K
AdvisorNet Financial, Inc 0.00% No change 150 $10K
Van Den Berg Management I, Inc. 0.00% No change 150 $10K
Fairscale Capital, LLC 0.00% Reduce -37.5% 125 $8K
Capital Investment Counsel, Inc 0.00% New 100 $6K
Wells Fargo & Company 0.00% Add +9900.0% 100 $6K
EverSource Wealth Advisors, LLC 0.00% Reduce -25.0% 75 $5K
O'shaughnessy Asset Management, LLC 0.00% No change 56 $4K
Costello Asset Management, INC 0.00% No change 54 $3K
Private Wealth Asset Management, LLC 0.00% No change 46 $3K
Global Retirement Partners, LLC 0.00% — 40 $3K
Clearstead Advisors, LLC 0.00% No change 4 $254
PNC Financial Services Group, Inc. 0.00% New 1 $39

"% of holder's portfolio" is DJD's weight in each manager's 13F, not the share of Invesco Dow Jones Industrial the manager owns.