INVESCO DB MULTI-SECTOR COMM (DBP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 1,991,183 shares against 2,600,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $39.8M | 430,634 | 0.02% | 14q | +209.5%+$27.0M |
| WELLS FARGO & COMPANY/MN | $26.0M | 281,476 | 0.00% | 31q | -39.8%-$17.2M |
| ENVESTNET ASSET MANAGEMENT INC | $23.2M | 251,354 | 0.00% | 31q | +122.8%+$12.8M |
| Texas Yale Capital Corp. | $22.1M | 238,800 | 0.48% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $13.3M | 143,360 | 0.02% | 26q | +5.2%+$649.4K |
| Equitable Holdings, Inc. | $11.9M | 127,217 | 0.07% | 27q | +1.8%+$207.5K |
| GTS SECURITIES LLC | $4.6M | 50,000 | 0.10% | new | NEW |
| AMERIPRISE FINANCIAL INC | $4.4M | 47,621 | 0.00% | 9q | -60.8%-$6.8M |
| Dorsey Wright & Associates | $3.8M | 41,442 | 0.65% | 6q | -45.6%-$3.2M |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.7M | 39,958 | 0.06% | 14q | HELD |
| LPL Financial LLC | $3.7M | 39,619 | 0.00% | 31q | +9.6%+$319.7K |
| FIFTH THIRD BANCORP | $3.3M | 35,587 | 0.01% | 2q | +12.3%+$360.6K |
| Cetera Investment Advisers | $2.7M | 28,950 | 0.00% | 10q | -0.6%-$15.9K |
| JANE STREET GROUP, LLC | $2.4M | 26,222 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.0M | 21,386 | 0.00% | 8q | +92.9%+$952.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 14,482 | 0.01% | 6q | +21.1%+$233.2K |
| STIFEL FINANCIAL CORP | $1.1M | 11,762 | 0.00% | 6q | +8.6%+$86.1K |
| POWER WEALTH MANAGEMENT LLC | $1.0M | 11,343 | 0.36% | 2q | +468.3%+$864.4K |
| ROYAL BANK OF CANADA | $958.0K | 10,358 | 0.00% | 31q | +4.9%+$44.4K |
| Prospera Financial Services Inc | $919.7K | 9,946 | 0.01% | 9q | +10.4%+$86.6K |
| OneAscent Financial Services LLC | $911.3K | 9,854 | 0.04% | 6q | +8.4%+$70.5K |
| PRINCIPAL SECURITIES, INC. | $798.3K | 8,633 | 0.01% | 5q | +3.5%+$26.8K |
| MORGAN STANLEY | $764.3K | 8,264 | 0.00% | 33q | -0.6%-$4.3K |
| VestGen Advisors, LLC | $715.7K | 7,740 | 0.02% | 2q | HELD |
| VestGen Investment Management | $697.4K | 7,542 | 0.37% | 6q | +4.3%+$29.0K |
| Joseph P. Lucia & Associates, LLC | $608.9K | 6,585 | 0.18% | 3q | +16.8%+$87.4K |
| Brown Miller Wealth Management, LLC | $597.5K | 6,461 | 0.15% | 6q | +6.5%+$36.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | $597.5K | 6,461 | 0.01% | 6q | +6.5%+$36.3K |
| American State Bank (Iowa) | $547.3K | 5,918 | 0.22% | 23q | -0.9%-$4.8K |
| Legacy Capital Group California, Inc. | $532.7K | 5,761 | 0.16% | 5q | +41.9%+$157.2K |
| Lester Murray Antman dba SimplyRich | $462.0K | 5,000 | 0.11% | 11q | HELD |
| Gateway Wealth Partners, LLC | $436.8K | 4,724 | 0.03% | 3q | -26.5%-$157.8K |
| Advyzon Investment Management, LLC | $381.4K | 4,124 | 0.03% | 2q | +109.6%+$199.4K |
| Ausdal Financial Partners, Inc. | $375.4K | 4,060 | 0.01% | 2q | +62.7%+$144.6K |
| Focus Financial Network, Inc. | $365.1K | 3,948 | 0.01% | 8q | +1.4%+$4.9K |
| CIBC WORLD MARKET INC. | $358.0K | 3,871 | 0.00% | 2q | +11.7%+$37.5K |
| Artesa Financial Group, LLC | $347.6K | 3,759 | 0.30% | 3q | -0.9%-$3.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $341.2K | 3,690 | 0.00% | 6q | HELD |
| Retirement Planning Group, LLC | $277.4K | 3,000 | 0.01% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $232.2K | 2,511 | 0.00% | 3q | -24.2%-$74.1K |
| Mason & Associates Inc | $229.2K | 2,479 | 0.04% | 4q | HELD |
| DIMENSION CAPITAL MANAGEMENT LLC | $215.5K | 2,330 | 0.03% | 4q | HELD |
| Avior Wealth Management, LLC | $207.3K | 2,242 | 0.01% | 2q | HELD |
| Portside Wealth Group, LLC | $201.9K | 2,183 | 0.02% | 2q | +12.6%+$22.7K |
| Rockefeller Capital Management L.P. | $169.1K | 1,828 | 0.00% | 4q | -7.4%-$13.6K |
| UBS Group AG | $123.8K | 1,339 | 0.00% | 31q | +8.8%+$10.0K |
| Geneos Wealth Management Inc. | $83.7K | 905 | 0.00% | 14q | HELD |
| Copia Wealth Management | $82.3K | 890 | 0.05% | 7q | HELD |
| NewEdge Advisors, LLC | $81.3K | 879 | 0.00% | new | NEW |
| Financial Network Wealth Advisors LLC | $55.4K | 599 | 0.06% | 6q | +23.0%+$10.4K |
| BANK OF MONTREAL /CAN/ | $46.6K | 504 | 0.00% | 2q | HELD |
| Rossby Financial, LCC | $45.6K | 493 | 0.01% | new | NEW |
| IFG Advisory, LLC | $41.6K | 450 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $13.9K | 150 | 0.00% | new | FIRST |
| Aptus Capital Advisors, LLC | $11.7K | 126 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $11.7K | 126 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $9.0K | 97 | 0.00% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $6.5K | 70 | 0.00% | 4q | HELD |
| Medallion Wealth Advisors, LLC | $3.7K | 40 | 0.00% | 2q | HELD |
| Clearstead Advisors, LLC | $2.8K | 30 | 0.00% | 3q | +20.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 60 | $184.2M | 1,991,183 | 6 | 27 | 10 | 0.0% |
| Q1 2026 | 72 | $207.4M | 1,877,120 | 19 | 20 | 17 | 0.0% |
| Q4 2025 | 61 | $158.0M | 1,536,747 | 14 | 17 | 15 | 0.0% |
| Q3 2025 | 53 | $141.2M | 1,602,103 | 7 | 16 | 13 | 0.0% |
| Q2 2025 | 53 | $122.7M | 1,632,714 | 8 | 17 | 19 | 0.0% |
| Q1 2025 | 51 | $135.3M | 1,893,875 | 20 | 11 | 13 | 0.0% |
| Q4 2024 | 35 | $97.5M | 1,605,124 | 5 | 6 | 16 | 0.0% |
| Q3 2024 | 37 | $118.7M | 1,866,822 | 6 | 6 | 12 | 0.0% |
| Q2 2024 | 38 | $107.9M | 1,876,724 | 8 | 8 | 13 | 0.3% |
| Q1 2024 | 32 | $105.9M | 1,971,784 | 5 | 13 | 7 | 0.4% |
| Q4 2023 | 35 | $103.7M | 2,066,479 | 7 | 8 | 13 | 0.5% |
| Q3 2023 | 39 | $97.6M | 2,055,786 | 4 | 12 | 15 | 0.0% |
| Q2 2023 | 45 | $118.8M | 2,405,955 | 6 | 13 | 16 | 0.0% |
| Q1 2023 | 43 | $116.2M | 2,277,166 | 14 | 10 | 12 | 0.0% |
| Q4 2022 | 37 | $65.2M | 1,357,633 | 13 | 9 | 5 | 0.0% |
| Q3 2022 | 26 | $36.4M | 847,841 | 2 | 4 | 10 | 0.0% |
| Q2 2022 | 32 | $52.0M | 1,113,909 | 2 | 6 | 10 | 0.0% |
| Q1 2022 | 35 | $75.8M | 1,463,188 | 6 | 11 | 7 | 0.0% |
| Q4 2021 | 32 | $66.3M | 1,353,513 | 0 | 10 | 10 | 0.0% |
| Q3 2021 | 37 | $63.7M | 1,354,134 | 3 | 12 | 9 | 0.0% |
| Q2 2021 | 39 | $69.7M | 1,411,389 | 3 | 12 | 10 | 0.3% |
| Q1 2021 | 45 | $64.3M | 1,358,798 | 5 | 11 | 12 | 0.0% |
| Q4 2020 | 46 | $82.1M | 1,557,046 | 4 | 8 | 17 | 0.0% |
| Q3 2020 | 42 | $89.7M | 1,747,471 | 8 | 6 | 15 | 0.0% |
| Q2 2020 | 40 | $79.0M | 1,651,040 | 6 | 5 | 19 | 0.0% |
| Q1 2020 | 45 | $89.5M | 2,178,731 | 9 | 8 | 14 | 0.8% |
| Q4 2019 | 42 | $85.4M | 2,042,299 | 5 | 10 | 12 | 0.5% |
| Q3 2019 | 46 | $89.7M | 2,211,228 | 11 | 8 | 12 | 0.5% |
| Q2 2019 | 36 | $76.0M | 1,962,277 | 2 | 13 | 11 | 0.0% |
| Q1 2019 | 44 | $70.5M | 1,944,378 | 6 | 11 | 12 | 0.0% |
| Q4 2018 | 44 | $55.5M | 1,525,711 | 0 | 1 | 1 | 0.0% |