Invesco Dow Jones IndustrialDJDETF
13F holders, Q4 2025 (December 31)84holders +15
17new positions
4sold out
$57.16avg. 13F price*
At the end of Q4 2025, 84 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings, up 15 from Q3 2025. 17 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($36.8M), Cibc World Market Inc. ($28.4M) and MRA Advisory Group ($14.1M).
- Company
- Invesco Dow Jones Industrial
- CUSIP
- 46137V605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $16.7M |
| Exits | 4 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 436,265 shares bought and 319,111 shares sold, net +117,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| LPL Financial LLC | 0.01% | Add +11.3% | 644,401 | $36.8M |
| Cibc World Market Inc. | 0.05% | Reduce -2.9% | 496,367 | $28.4M |
| MRA Advisory Group | 5.93% | Add +5.6% | 247,212 | $14.1M |
| David Kennon Inc | 4.18% | New | 206,047 | $11.8M |
| Bank of America Corp. | 0.00% | Add +11.4% | 146,901 | $8.4M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -36.5% | 81,582 | $4.7M |
| Cetera Investment Advisers | 0.00% | Add +2.5% | 45,549 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.3% | 42,169 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +362.8% | 37,555 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 37,393 | $2.1M |
| World Investment Advisors | 0.04% | New | 37,375 | $2.1M |
| Retirement Planning Group, LLC / NY | 1.25% | Reduce -2.8% | 31,941 | $1.8M |
| Venture Visionary Partners LLC | 0.06% | No change | 31,249 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.0% | 28,313 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -0.1% | 27,648 | $1.6M |
| Keebeck Wealth Management | 0.17% | No change | 26,390 | $1.5M |
| GTS Securities LLC | 0.04% | New | 22,976 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.6% | 21,524 | $1.2M |
| Principal Securities, Inc. | 0.01% | Reduce -86.9% | 16,493 | $942K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.1% | 16,460 | $941K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 16,310 | $932K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -32.6% | 15,853 | $906K |
| Private Advisor Group, LLC | 0.00% | Add +59.8% | 14,949 | $854K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -8.9% | 14,039 | $802K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 13,868 | $792K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -88.7% | 10,407 | $595K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,000 | $571K |
| NTV Asset Management LLC | 0.06% | No change | 9,925 | $567K |
| Storen Legacy Partners, LLC | 0.17% | — | 9,315 | $532K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -6.1% | 9,057 | $518K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.8% | 8,852 | $506K |
| Three Cord True Wealth Management, LLC | 0.29% | No change | 8,775 | $501K |
| Bank of Montreal | 0.00% | Add +488.6% | 8,740 | $499K |
| Jones Financial Companies LLLP | 0.00% | Add +25.0% | 8,439 | $482K |
| UBS Group AG | 0.00% | Add +17.7% | 8,355 | $477K |
| Astoria Portfolio Advisors LLC. | 0.10% | No change | 7,400 | $460K |
| MML Investors Services, LLC | 0.00% | Add +31.1% | 7,865 | $449K |
| Kovack Advisors, Inc. | 0.02% | New | 6,347 | $363K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,592 | $320K |
| Focus Partners Wealth | 0.00% | New | 5,468 | $312K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.8% | 4,963 | $284K |
| Merit Financial Group, LLC | 0.00% | Reduce -15.6% | 4,935 | $282K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.0% | 4,881 | $279K |
| Krilogy Financial LLC | 0.01% | No change | 4,464 | $264K |
| Prospera Financial Services Inc | 0.00% | Reduce -4.2% | 4,249 | $243K |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.6% | 4,131 | $236K |
| Creekside Partners | 0.10% | No change | 4,000 | $229K |
| HighTower Advisors, LLC | 0.00% | Add +2.4% | 3,934 | $225K |
| IFP Advisors, Inc | 0.00% | No change | 3,707 | $212K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,672 | $210K |
| Creative Planning | 0.00% | New | 3,577 | $204K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,260 | $186K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | New | 3,000 | $171K |
| FMR LLC | 0.00% | Add +1.3% | 2,361 | $135K |
| Morgan Stanley | 0.00% | Add +38.2% | 1,704 | $97K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,522 | $87K |
| Pflug Koory, LLC | 0.04% | Add +0.2% | 1,480 | $85K |
| Ankerstar Wealth, LLC | 0.07% | — | 1,200 | $69K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 1,100 | $63K |
| Asset Dedication, LLC | 0.00% | No change | 791 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 790 | $45K |
| Blair William & Co. | 0.00% | Add +0.6% | 477 | $27K |
| AE Wealth Management LLC | 0.00% | No change | 474 | $27K |
| Bogart Wealth, LLC | 0.00% | Add +0.7% | 468 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 450 | $26K |
| Geneos Wealth Management Inc. | 0.00% | No change | 433 | $25K |
| International Assets Investment Management, LLC | 0.00% | New | 420 | $24K |
| Farther Finance Advisors, LLC | 0.00% | New | 383 | $22K |
| Fifth Third Bancorp | 0.00% | New | 352 | $20K |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 341 | $20K |
| Russell Investments Group, Ltd. | 0.00% | New | 236 | $13K |
| Fairscale Capital, LLC | 0.01% | No change | 200 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $11K |
| Wells Fargo & Company | 0.00% | No change | 180 | $10K |
| Cwm, LLC | 0.00% | New | 150 | $9K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 150 | $9K |
| Capital Investment Counsel, Inc | 0.00% | New | 100 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $6K |
| AlphaCore Capital LLC | 0.00% | New | 100 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 53 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -75.0% | 50 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 46 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 40 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 38 | $2K |
"% of holder's portfolio" is DJD's weight in each manager's 13F, not the share of Invesco Dow Jones Industrial the manager owns.