INVESCO DOW JONES INDUSTRIAL DJD
$64.67
+1.6% 52w: $50.01 – $64.67
Latest 13F among current holders filed 37 days ago (May 29, 2026)
Price — last 12 months
research preview data50.0157.3464.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
90
+6 QoQ
13F value
$155.0M
+7.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DJD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 517.3K | $30.9M | 0.0% | -19.7% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 484.8K | $29.0M | 0.1% | -2.3% |
| MRA Advisory Group | Wealth advisor | 248.9K | $14.9M | 6.1% | +0.7% |
| David Kennon Inc | Wealth advisor | 217.0K | $13.0M | 4.6% | +5.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 153.3K | $9.2M | 0.0% | +4.4% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | Wealth advisor | 110.1K | $6.6M | 2.2% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 69.5K | $4.2M | 0.0% | -14.8% |
| Cetera Investment Advisers | Wealth advisor | 48.5K | $2.9M | 0.0% | +6.4% |
| WCG Wealth Advisors LLC | Wealth advisor | 46.1K | $2.8M | 0.1% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 42.1K | $2.5M | 0.0% | -0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 40.4K | $2.4M | 0.0% | +8.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 39.7K | $2.4M | 0.0% | +5.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 38.2K | $2.3M | 0.0% | +132.0% |
| World Investment Advisors | Wealth advisor | 37.7K | $2.2M | 0.0% | +0.7% |
| Venture Visionary Partners LLC | Other | 31.2K | $1.9M | 0.1% | Held |
| RETIREMENT PLANNING GROUP, LLC / NY | Wealth advisor | 29.7K | $1.8M | 1.1% | -7.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 29.5K | $1.8M | 0.0% | +4.2% |
| PW Nova Financial Services LLC | Wealth advisor | 26.9K | $1.6M | 0.4% | New |
| Keebeck Wealth Management | Wealth advisor | 26.4K | $1.6M | 0.2% | Held |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 25.3K | $1.5M | 0.0% | -8.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 21.5K | $1.3M | 0.0% | -0.2% |
| CreativeOne Wealth, LLC | Wealth advisor | 18.4K | $1.1M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 16.1K | $964K | 0.0% | +7.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 15.5K | $928K | 0.0% | -4.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 15.2K | $908K | 0.0% | -7.8% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 14.3K | $851K | 0.0% | -10.1% |
| ROYAL BANK OF CANADA | Bank broker | 14.1K | $841K | 0.0% | +1.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 11.5K | $678K | 0.0% | +36.3% |
| GTS SECURITIES LLC | Market maker | 10.6K | $631K | 0.0% | -54.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 10.4K | $622K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 10.0K | $599K | 0.0% | +13.2% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 10.0K | $597K | 0.0% | — |
| UBS Group AG | Bank broker | 9.2K | $548K | 0.0% | +9.7% |
| NTV Asset Management LLC | Wealth advisor | 8.9K | $533K | 0.1% | -10.1% |
| Three Cord True Wealth Management, LLC | Wealth advisor | 8.8K | $524K | 0.3% | Held |
| WealthPlan Investment Management, LLC | Wealth advisor | 8.6K | $512K | 0.0% | -39.0% |
| Storen Legacy Partners, LLC | Wealth advisor | 8.1K | $486K | 0.2% | -12.7% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 7.6K | $456K | 0.0% | -15.8% |
| Astoria Portfolio Advisors LLC. | Wealth advisor | 7.4K | $444K | 0.1% | Held |
| Kovack Advisors, Inc. | Other | 6.3K | $376K | 0.0% | Held |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 5.7K | $338K | 0.0% | New |
| Essex Financial Services, Inc. | Wealth advisor | 5.6K | $334K | 0.0% | Held |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 5.6K | $333K | 0.0% | New |
| Focus Partners Wealth | Wealth advisor | 5.5K | $331K | 0.0% | +1.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 5.4K | $322K | 0.0% | -31.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 5.2K | $310K | 0.0% | +4.7% |
| Merit Financial Group, LLC | Wealth advisor | 4.8K | $286K | 0.0% | -3.1% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 4.5K | $270K | 0.0% | +22.9% |
| Krilogy Financial LLC | Wealth advisor | 4.5K | $268K | 0.0% | 0.0% |
| Mariner, LLC | Diversified mechanical | 4.4K | $262K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.