Invesco Dow Jones IndustrialDJDETF
13F holders, Q1 2026 (March 31)90holders +6
14new positions
9sold out
$59.74avg. 13F price*
At the end of Q1 2026, 90 institutions reported holding Invesco Dow Jones Industrial (DJD) in their 13F filings, up 6 from Q4 2025. 14 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($30.9M), Cibc World Market Inc. ($29.0M) and MRA Advisory Group ($14.9M).
- Company
- Invesco Dow Jones Industrial
- CUSIP
- 46137V605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $13.3M |
| Exits | 9 | $553K |
All 13F filers, Q4 2025 → Q1 2026: 282,770 shares bought and 203,004 shares sold, net +79,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| LPL Financial LLC | 0.01% | Reduce -19.7% | 517,314 | $30.9M |
| Cibc World Market Inc. | 0.05% | Reduce -2.3% | 484,818 | $29.0M |
| MRA Advisory Group | 6.07% | Add +0.7% | 248,929 | $14.9M |
| David Kennon Inc | 4.65% | Add +5.3% | 216,952 | $13.0M |
| Bank of America Corp. | 0.00% | Add +4.4% | 153,319 | $9.2M |
| Absolute Capital Management, LLC | 2.18% | New | 110,100 | $6.6M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -14.8% | 69,545 | $4.2M |
| Cetera Investment Advisers | 0.00% | Add +6.4% | 48,457 | $2.9M |
| WCG Wealth Advisors LLC | 0.08% | New | 46,094 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 42,065 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.1% | 40,435 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.7% | 39,712 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +131.9% | 38,179 | $2.3M |
| World Investment Advisors | 0.04% | Add +0.7% | 37,653 | $2.2M |
| Venture Visionary Partners LLC | 0.06% | No change | 31,249 | $1.9M |
| Retirement Planning Group, LLC / NY | 1.14% | Reduce -7.2% | 29,653 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 29,493 | $1.8M |
| PW Nova Financial Services LLC | 0.44% | New | 26,919 | $1.6M |
| Keebeck Wealth Management | 0.18% | No change | 26,390 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -8.3% | 25,339 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 21,478 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | New | 18,423 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +7.9% | 16,136 | $964K |
| Stifel Financial Corp. | 0.00% | Reduce -4.7% | 15,541 | $928K |
| Principal Securities, Inc. | 0.01% | Reduce -7.8% | 15,200 | $908K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -10.1% | 14,250 | $851K |
| Royal Bank of Canada | 0.00% | Add +1.6% | 14,086 | $841K |
| Jones Financial Companies LLLP | 0.00% | Add +36.3% | 11,506 | $678K |
| GTS Securities LLC | 0.02% | Reduce -54.0% | 10,570 | $631K |
| Goldman Sachs Group Inc. | 0.00% | No change | 10,407 | $622K |
| Harbour Investments, Inc. | 0.01% | Add +13.2% | 10,022 | $599K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,000 | $597K |
| UBS Group AG | 0.00% | Add +9.7% | 9,167 | $548K |
| NTV Asset Management LLC | 0.06% | Reduce -10.1% | 8,925 | $533K |
| Three Cord True Wealth Management, LLC | 0.29% | No change | 8,775 | $524K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -39.0% | 8,570 | $512K |
| Storen Legacy Partners, LLC | 0.15% | Reduce -12.7% | 8,129 | $486K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -15.8% | 7,629 | $456K |
| Astoria Portfolio Advisors LLC. | 0.09% | No change | 7,400 | $444K |
| Kovack Advisors, Inc. | 0.02% | No change | 6,347 | $376K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 5,653 | $338K |
| Essex Financial Services, Inc. | 0.02% | No change | 5,592 | $334K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,572 | $333K |
| Focus Partners Wealth | 0.00% | Add +1.5% | 5,548 | $331K |
| MML Investors Services, LLC | 0.00% | Reduce -31.4% | 5,398 | $322K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.7% | 5,196 | $310K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.1% | 4,784 | $286K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +22.9% | 4,514 | $270K |
| Krilogy Financial LLC | 0.01% | Reduce -0.0% | 4,462 | $268K |
| Mariner, LLC | 0.00% | New | 4,394 | $262K |
| Regal Investment Advisors LLC | 0.01% | New | 4,095 | $245K |
| Creative Planning | 0.00% | Add +12.8% | 4,035 | $241K |
| Creekside Partners | 0.10% | No change | 4,000 | $239K |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 3,985 | $238K |
| Prospera Financial Services Inc | 0.00% | Reduce -6.3% | 3,979 | $238K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -26.4% | 3,592 | $215K |
| IFP Advisors, Inc | 0.00% | Reduce -6.5% | 3,465 | $207K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -3.7% | 3,139 | $188K |
| FMR LLC | 0.00% | Add +14.9% | 2,713 | $162K |
| Morgan Stanley | 0.00% | Add +16.6% | 1,987 | $119K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 1,536 | $92K |
| Pflug Koory, LLC | 0.04% | Add +0.2% | 1,483 | $89K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,100 | $66K |
| Synergy Investment Management, LLC | 0.02% | New | 1,000 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 795 | $48K |
| Asset Dedication, LLC | 0.00% | No change | 791 | $47K |
| Bank of Montreal | 0.00% | Reduce -91.3% | 760 | $45K |
| International Assets Investment Management, LLC | 0.00% | Add +48.8% | 625 | $37K |
| AE Wealth Management LLC | 0.00% | Add +23.6% | 586 | $35K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 526 | $31K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 450 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 434 | $26K |
| SYM FINANCIAL Corp | 0.00% | New | 405 | $24K |
| Farther Finance Advisors, LLC | 0.00% | No change | 383 | $23K |
| Fifth Third Bancorp | 0.00% | No change | 352 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 341 | $20K |
| Advisory Services Network, LLC | 0.00% | New | 325 | $19K |
| Vanguard Advisers Inc. | 0.00% | — | 317 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | New | 312 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.3% | 233 | $14K |
| Fairscale Capital, LLC | 0.01% | No change | 200 | $12K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 150 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -25.0% | 150 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 56 | $3K |
| Costello Asset Management, INC | 0.00% | Add +1.9% | 54 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 46 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 38 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $239 |
| Wells Fargo & Company | 0.00% | Reduce -99.4% | 1 | $64 |
"% of holder's portfolio" is DJD's weight in each manager's 13F, not the share of Invesco Dow Jones Industrial the manager owns.