INVESCO DB MULTI-SECTOR COMM (DBP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
58
Reporting holders
$150.3M
Reported value
62.5%
Of shares outstanding
0.0%
Held as options
-11
Holder change
Institutions report 1,623,803 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $26.0M | 281,476 | 0.00% | 31q | -39.8%-$17.2M |
| Texas Yale Capital Corp. | $22.1M | 238,800 | 0.48% | 31q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $19.9M | 215,317 | 0.02% | 14q | +54.7%+$7.0M |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $11.6M | 125,677 | 0.00% | 31q | +11.4%+$1.2M |
| 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 |
| 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 |
| 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% |
| Cambridge Investment Research Advisors, Inc. | $2.0K | 21,386 | 0.00% | 8q | +92.9% |
| Lester Murray Antman dba SimplyRich | $462 | 5,000 | 0.11% | 11q | HELD |
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 | 58 | $150.3M | 1,623,803 | 6 | 26 | 10 | 0.0% |
| Q1 2026 | 69 | $204.3M | 1,848,894 | 18 | 19 | 17 | 0.0% |
| Q4 2025 | 57 | $156.4M | 1,520,581 | 13 | 16 | 15 | 0.0% |
| Q3 2025 | 49 | $139.6M | 1,583,344 | 7 | 15 | 12 | 0.0% |
| Q2 2025 | 47 | $119.9M | 1,596,291 | 7 | 14 | 19 | 0.0% |
| Q1 2025 | 45 | $133.8M | 1,872,701 | 17 | 10 | 13 | 0.0% |
| Q4 2024 | 32 | $96.9M | 1,596,350 | 4 | 5 | 16 | 0.0% |
| Q3 2024 | 33 | $117.6M | 1,849,694 | 4 | 6 | 11 | 0.0% |
| Q2 2024 | 35 | $105.4M | 1,834,148 | 8 | 7 | 12 | 0.3% |
| Q1 2024 | 28 | $105.0M | 1,954,984 | 3 | 13 | 6 | 0.4% |
| Q4 2023 | 33 | $102.6M | 2,044,173 | 6 | 7 | 13 | 0.5% |
| Q3 2023 | 35 | $92.7M | 1,952,022 | 3 | 12 | 13 | 0.0% |
| Q2 2023 | 40 | $116.8M | 2,367,360 | 6 | 11 | 15 | 0.0% |
| Q1 2023 | 39 | $114.5M | 2,242,250 | 12 | 9 | 12 | 0.0% |
| Q4 2022 | 33 | $64.4M | 1,339,482 | 13 | 8 | 4 | 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% |