Ipath Bloomberg CommodityDJPETF

13F holders, Q1 2025 (March 31)
133holders +2
17new positions
12sold out
1famous investor
$35.29avg. 13F price*

At the end of Q1 2025, 133 institutions reported holding Ipath Bloomberg Commodity Inc. (DJP) in their 13F filings, up 2 from Q4 2024. 17 opened new positions and 12 sold out. The largest holders were BLB&B Advisors, LLC ($72.4M), Osborne Partners Capital Management, LLC ($26.6M) and Wealth Enhancement Advisory Services, LLC ($18.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ipath Bloomberg Commodity Inc.
Filed as
BARCLAYS BANK PLC (Q1 2025)
CUSIP
06738C778
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 127Q1 2024Q2 2024: 132Q2 2024Q3 2024: 121Q3 2024Q4 2024: 131Q4 2024Q1 2025: 133Q1 2025Q2 2025: 128Q2 2025Q3 2025: 119Q3 2025Q4 2025: 135Q4 2025Q1 2026: 148Q1 2026Q2 2026: 140Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions17$20.4M
Exits12$2.5M

All 13F filers, Q4 2024 → Q1 2025: 946,054 shares bought and 724,085 shares sold, net +221,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 133 holders

BLB&B Advisors, LLC 3.69% Add +6.0% 2,051,304 $72.4M
Osborne Partners Capital Management, LLC 1.53% Reduce -0.3% 753,005 $26.6M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -13.1% 522,027 $18.4M
Dimension Capital Management LLC 3.13% Add +0.3% 500,340 $17.7M
Badgley Phelps Wealth Managers, LLC 0.40% Add +1.7% 470,666 $16.6M
Stonehearth Capital Management, LLC 3.66% New 250,332 $8.8M
Certuity, LLC 0.76% Reduce -0.5% 204,390 $7.2M
Heartland Bank & Trust Co 3.70% Reduce -15.0% 203,935 $7.2M
Ameriprise Financial Inc. 0.00% Add +3.8% 201,003 $7.1M
Legend Financial Advisors, Inc. 5.13% Reduce -5.7% 197,912 $7.0M
Unique Wealth, LLC 1.27% Add +17.5% 189,862 $6.7M
Acima Private Wealth, LLC 2.09% Reduce -9.0% 165,327 $5.8M
CoreCap Advisors, LLC 0.26% Add +3.3% 164,521 $5.8M
Morgan Stanley 0.00% Add +151.6% 141,016 $5.0M
Cultivar Capital, Inc. 3.68% Add +4.6% 129,674 $4.6M
Ironwood Wealth Management, LLC. 1.35% Reduce -3.1% 124,689 $4.4M
First Foundation Advisors 0.16% Reduce -50.5% 109,741 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% New 108,542 $3.8M
Hancock Whitney Corp. 0.13% Reduce -10.2% 108,486 $3.8M
Bruce G. Allen Investments, LLC 2.82% Reduce -1.4% 100,795 $3.6M
B. Riley Wealth Advisors, Inc. 0.10% Add +13.7% 93,958 $3.3M
Goldman Sachs Group Inc. 0.00% Add +20.4% 93,726 $3.3M
Idaho Trust Co 1.22% Add +15.4% 84,449 $3.0M
RiverGlades Family Offices LLC 1.91% Reduce -2.3% 75,195 $2.7M
Chicago Partners Investment Group LLC 0.09% New 76,957 $2.6M
Washington Trust Bank 0.26% Reduce -48.9% 72,366 $2.6M
Sharper & Granite LLC 0.91% Reduce -3.3% 62,668 $2.2M
Nvwm, LLC 0.55% Add +9.7% 58,787 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -4.1% 54,278 $1.9M
Global Endowment Management, LP 0.25% New 54,000 $1.9M
Sagace Wealth Management LLC 1.25% Reduce -1.5% 46,966 $1.7M
Peak Financial Management, Inc. 0.48% Add +6.0% 45,716 $1.6M
Croban 1.25% Add +18.8% 38,459 $1.4M
LPL Financial LLC 0.00% Reduce -1.5% 35,272 $1.2M
Lido Advisors, LLC 0.01% Add +25.5% 34,408 $1.2M
AllSquare Wealth Management LLC 0.71% Reduce -9.8% 34,088 $1.2M
Cerity Partners LLC 0.00% Reduce -2.5% 30,712 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -4.8% 29,434 $1.0M
Advisory Services Network, LLC 0.02% Add +47.4% 29,016 $1.0M
Captrust Financial Advisors 0.00% Reduce -0.3% 28,638 $1.0M
Blueprint Investment Partners LLC 0.18% Add +104.8% 28,399 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -4.5% 28,075 $991K
Topel & Distasi Wealth Management, LLC 0.46% Reduce -20.7% 27,805 $982K
Moneco Advisors, LLC 0.10% Add +1.0% 27,280 $963K
Atria Investments, Inc 0.01% Reduce -7.3% 26,671 $942K
Fort Point Capital Partners LLC 0.10% Reduce -7.9% 26,492 $935K
Lansing Street Advisors 0.30% New 25,180 $889K
Citadel Advisors 0.00% Add +78.3% 24,104 $851K
JTC Employer Solutions Trustee Ltd 0.07% No change 22,690 $802K
Bailard, Inc. 0.02% No change 22,000 $777K
Vontobel Holding Ltd. 0.00% Add +0.3% 20,412 $721K
Main Street Financial Solutions, LLC 0.06% New 20,129 $711K
Liberty Square Wealth Partners LLC 0.27% Reduce -6.8% 20,102 $710K
Snowden Capital Advisors LLC 0.02% Reduce -9.3% 19,560 $691K
McElhenny Sheffield Capital Management, LLC 0.26% New 19,558 $691K
Atria Wealth Solutions, Inc. 0.01% Reduce -4.1% 18,678 $660K
Slow Capital, Inc. 0.08% Reduce -20.3% 17,809 $629K
Patriot Investment Management Group, Inc. 0.05% No change 17,570 $620K
Stifel Financial Corp. 0.00% Add +12.1% 17,026 $601K
Baker Avenue Asset Management, LP 0.02% Reduce -3.1% 16,293 $575K
Associated Banc-Corp 0.02% Reduce -46.0% 16,057 $567K
Camelot Technology Advisors, Inc. 0.52% Reduce -3.7% 15,812 $558K
MontVue Capital Management, Inc. 0.43% Add +0.1% 15,247 $538K
JPMorgan Chase & Co. 0.00% Reduce -28.3% 15,232 $538K
Beacon Pointe Advisors, LLC 0.01% Reduce -3.2% 15,186 $536K
Flow Traders U.S. LLC 0.02% Add +98.5% 15,062 $532K
Evanson Asset Management, LLC 0.04% No change 14,538 $513K
Coldstream Capital Management Inc. 0.01% No change 13,479 $476K
Empower Advisory Group, LLC 0.00% No change 13,450 $475K
Royal Bank of Canada 0.00% Add +4.0% 12,587 $445K
First Horizon Advisors, Inc. 0.01% Reduce -2.9% 11,978 $423K
Pitcairn Co. 0.03% No change 11,902 $420K
HighTower Advisors, LLC 0.00% Reduce -14.7% 11,253 $397K
Corient Private Wealth LP 0.00% Add +4.3% 11,165 $394K
Cetera Investment Advisers 0.00% Add +1.3% 10,607 $375K
Barclays PLC 0.00% No change 10,200 $360K
EP Wealth Advisors, LLC 0.00% Reduce -4.0% 9,759 $345K
US Bancorp \de 0.00% Reduce -2.0% 9,172 $324K
Curi Capital, LLC 0.01% New 8,882 $314K
Parkside Financial Bank & Trust 0.04% No change 8,852 $313K
Brighton Jones LLC 0.01% No change 8,817 $311K
Measured Wealth Private Client Group, LLC 0.10% Reduce -5.5% 8,405 $297K
Apeiron RIA LLC 0.09% Add +17.4% 8,212 $290K
PDS Planning, Inc 0.02% No change 8,067 $285K
Mesirow Financial Investment Management, Inc. 0.01% No change 8,050 $284K
Capstone Wealth Management Group LLC 0.21% Reduce -20.7% 7,285 $257K
Truist Financial Corp. 0.00% New 6,989 $247K
Alliancebernstein L.P. 0.00% Reduce -3.1% 6,911 $244K
Bessemer Group Inc. 0.00% No change 6,820 $241K
Cornerstone Advisors Asset Management, LLC 0.05% New 6,752 $238K
MAI Capital Management 0.00% No change 6,622 $234K
Boston Standard Wealth Management, LLC 0.05% Reduce -16.9% 7,241 $232K
Colony Family Offices, LLC 0.07% No change 6,494 $229K
Cardiff Park Advisors, LLC 0.02% No change 6,361 $225K
Forefront Analytics, LLC 0.25% Reduce -97.3% 6,120 $216K
Clear Investment Research, LLC 0.25% Reduce -2.3% 5,251 $185K
Bangor Savings Bank 0.02% Reduce -63.5% 4,571 $161K
UMB Bank, n.a. 0.00% No change 3,435 $121K
SVB Wealth LLC 0.00% New 3,290 $116K
Wilmington Savings Fund Society, FSB 0.00% Reduce -3.0% 2,966 $105K

"% of holder's portfolio" is DJP's weight in each manager's 13F, not the share of Ipath Bloomberg Commodity Inc. the manager owns.

Show all 133 holders