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Get Institutions for : 
Invesco Dow Jones Industrial Average Dividend ETF (DJD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    2
Total shares held : 
 3,329,325  
% of shares held : 
 14.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 915,081  
% of shares held change : 
   3.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 44,592
 1.34%
 
Increased Positions :
24
 1,381,458
 41.49%
 
Unchanged Positions :
11
 40,092
 1.2%
 
Decreased Positions :
19
-414,120
-12.44%
 
Closed Positions :
5
-96,849
-2.91%
 
Guru Positions :
1
150
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 747 - 2024-03-31 637,457 $30,630,000 -274,731
   CIBC WORLD MARKETS INC. 145 - 2024-03-31 607,590 $29,195,000 -5,175
   Barry Investment Advisors LLC 4 - 2024-03-31 282,742 $13,586,000 14,000
   Morris Retirement Advisors LLC 2 - 2024-03-31 237,112 $11,393,000 12,905
   BANK OF AMERICA CORP /DE/ 2809 - 2024-03-31 130,450 $6,268,000 -34,394
   Merit Financial Group LLC 163 - 2024-03-31 89,171 $4,190,000 22,611
   Integrated Wealth Concepts LLC 355 - 2024-03-31 69,771 $3,353,000 15,250
   COMMONWEALTH EQUITY SERVICES LLC. 1512 - 2024-03-31 59,966 $2,881,000 -1,312
   MULTIFINANCIAL SECURITIES CORP 953 *New 2024-03-31 31,362 $1,507,000 31,362
   LEVEL FOUR ADVISORY SERVICES LLC 243 - 2024-03-31 32,541 $1,498,000 164
   RAYMOND JAMES & ASSOCIATES 2332 - 2024-03-31 30,830 $1,481,000 453
   JANNEY MONTGOMERY SCOTT LLC 1308 - 2024-03-31 30,028 $1,443,000 -1,351
   Venture Visionary Partners LLC 281 - 2024-03-31 18,999 $913,000 0
   STIFEL FINANCIAL CORP 2244 - 2024-03-31 18,610 $894,000 -506
   ENVESTNET ASSET MANAGEMENT INC 3136 - 2024-03-31 17,046 $819,000 1,127
   Advisor Group Holdings Inc. 2511 - 2024-03-31 16,896 $812,000 -785
   FOCUS FINANCIAL NETWORK INC /ADV 370 - 2023-12-31 16,255 $748,000 0
   ICA Group Wealth Management LLC 129 - 2024-03-31 15,189 $730,000 -5,360
   ROYAL BANK OF CANADA 3276 - 2024-03-31 13,770 $662,000 212
   Wealthcare Advisory Partners LLC 489 - 2024-03-31 13,114 $630,000 487
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2128 - 2024-03-31 12,390 $595,000 5,084
   HARBOUR INVESTMENTS INC. 526 - 2023-12-31 11,239 $517,000 4,061
   Atlantic Trust Group LLC 845 *New 2024-03-31 10,000 $481,000 10,000
   NTV ASSET MANAGEMENT LLC 169 - 2024-03-31 9,925 $477,000 0
   PARK AVENUE SECURITIES LLC 996 - 2024-03-31 9,494 $456,000 -5,240
   GREAT VALLEY ADVISOR GROUP INC. 531 - 2024-03-31 8,762 $421,000 -712
   Kestra Advisory Services LLC 1762 - 2024-03-31 8,726 $419,000 -428
   Good Life Advisors LLC 293 - 2024-03-31 8,426 $405,000 18
   JAFFETILCHIN INVESTMENT PARTNERS LLC 246 - 2024-03-31 8,155 $392,000 -398
   FINANCIAL NETWORK 2150 - 2024-03-31 7,395 $355,000 356
   Astoria Portfolio Advisors LLC. 112 - 2024-03-31 7,400 $342,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2778 - 2024-03-31 6,634 $319,000 631
   OPPENHEIMER & CO INC 1188 *New 2024-03-31 6,150 $296,000 6,150
   Perennial Investment Advisors LLC 273 - 2024-03-31 5,535 $266,000 -180
   Keebeck Wealth Management LLC 252 *New 2024-03-31 5,350 $257,000 5,350
   Lakeview Capital Partners LLC 356 - 2024-03-31 5,294 $254,000 -223
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1473 - 2024-03-31 5,069 $244,000 1,493
   Prime Capital Investment Advisors LLC 845 *New 2024-03-31 5,052 $243,000 5,052
   MML INVESTORS SERVICES LLC 2246 - 2024-03-31 5,008 $241,000 346
   Saxony Capital Management LLC 84 *New 2024-03-31 4,966 $239,000 4,966
   UBS Group AG 4576 - 2024-03-31 4,907 $236,000 4,387
   HIGHTOWER ADVISORS, LLC 2879 - 2024-03-31 4,603 $219,000 -582
   Stratos Wealth Advisors LLC 618 - 2024-03-31 4,382 $211,000 -153
   CITADEL ADVISORS LLC 4521 *New 2024-03-31 4,374 $210,000 4,374
   IFP Advisors Inc 910 - 2023-12-31 4,485 $206,000 10
   HHM Wealth Advisors LLC 165 - 2024-03-31 3,460 $166,000 -1,820
   PRINCIPAL SECURITIES INC. 1189 - 2024-03-31 2,527 $121,000 0
   MORGAN STANLEY 5826 - 2024-03-31 1,857 $89,000 66
   Pflug Koory LLC 206 - 2024-03-31 1,456 $70,000 4
   Retirement Group LLC 205 - 2024-03-31 1,326 $64,000 0
   CARDIFF PARK ADVISORS LLC 306 - 2024-03-31 1,074 $52,000 10
   BANK OF MONTREAL /CAN/ 3055 - 2024-03-31 804 $39,000 0
   Geneos Wealth Management Inc. 1225 - 2024-03-31 662 $32,000 -677
   PSI Advisors LLC 413 - 2024-03-31 343 $17,000 2
   FMR LLC 4072 - 2024-03-31 219 $11,000 -227
   Capital Investment Advisory Services LLC 814 - 2024-03-31 200 $10,000 0
   VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- 103 - 2024-03-31 150 $7,000 0
   AdvisorNet Financial Inc 1373 *New 2024-03-31 156 $7,000 156
   Global Retirement Partners LLC 2809 - 2024-03-31 40 $2,000 0
   BBJS FINANCIAL ADVISORS LLC 131 *Closed 2024-03-31 0 $0 -5,000
   Advisor Resource Council 231 *Closed 2024-03-31 0 $0 -5,350
   SYM FINANCIAL CORPORATION 166 *Closed 2024-03-31 0 $0 -804
   SOUTHERN CAPITAL ADVISORS LLC 74 *Closed 2024-03-31 0 $0 -13,313
   Financial Advisory Service Inc. 444 - 2024-03-31 1 $0 -642
   Cetera Investment Advisers 1843 *Closed 2024-03-31 0 $0 -28,863
   WELLS FARGO & CO/MN 6523 - 2024-03-31 1 $0 -85
   BEAM Asset Management LLC 116 *Closed 2024-03-31 0 $0 -13,293
   PROEQUITIES INC. 8744 - 2024-03-31 0 $0 0
   FIRST HEARTLAND CONSULTANTS INC 437 *Closed 2024-03-31 0 $0 -4,934
   WIN ADVISORS INC 66 *Closed 2024-03-31 0 $0 -538,235
   Private Ocean LLC 558 *Closed 2024-03-31 0 $0 -221
  71 Records found
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