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Get Institutions for : 
iPath Bloomberg Commodity Index Total Return ETN (DJP)  
$32.23 0.15 (0.46%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    7
Total shares held : 
 8,585,605  
% of shares held : 
 28.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 -557,412  
% of shares held change : 
   -1.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.83  
Last Quarter's Ending Price : 
 $30.39  
Last Quarter's Average Price : 
 $31.43  
Change from last quarter's     
avg. price to the last closing  : 
0.80 (2.55%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 353,352
 4.12%
 
Increased Positions :
31
 1,154,556
 13.45%
 
Unchanged Positions :
48
 459,167
 5.35%
 
Decreased Positions :
48
-1,629,735
-18.98%
 
Closed Positions :
15
-435,585
-5.07%
 
Guru Positions :
0
 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
   BLB&B ADVISORS LLC 10 - 2024-03-31 1,555,025 $48,361,000 215,695
   OSBORNE PARTNERS CAPITAL MANAGEMENT 15 - 2024-03-31 751,079 $23,359,000 3,804
   DIMENSION CAPITAL MANAGEMENT PARTNERS 7 - 2023-12-31 500,943 $15,224,000 -6,408
   GOLDMAN SACHS GROUP INC/ 1787 - 2023-12-31 481,928 $14,646,000 -568
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 397 - 2024-03-31 425,635 $13,237,000 -107,603
   Heartland Bank & Trust Co - 2023-12-31 408,080 $12,402,000 239,070
   WASHINGTON TRUST BANK 48 - 2023-12-31 246,147 $7,480,000 114,044
   Camden Capital LLC 31 - 2023-12-31 245,131 $7,450,000 201,482
   MORGAN STANLEY 3586 - 2023-12-31 233,298 $7,090,000 176,987
   Forefront Analytics LLC 8 - 2023-12-31 226,165 $6,873,000 173,161
   RMB CAPITAL MANAGEMENT LLC 146 *New 2023-12-31 186,293 $5,661,000 186,293
   ACIMA PRIVATE WEALTH LLC 13 - 2023-12-31 183,232 $5,568,000 3,058
   Legend Financial Advisors Inc. 12 - 2024-03-31 169,086 $5,259,000 7,639
   AMERIPRISE FINANCIAL INC 2297 - 2023-12-31 160,634 $4,879,000 2,516
   GREEN SQUARE CAPITAL MANAGEMENT LLC 22 *New 2023-12-31 143,598 $4,364,000 143,598
   CoreCap Advisors LLC 77 - 2023-12-31 130,900 $3,978,000 3,044
   Atlantic Trust Group LLC 422 - 2023-12-31 126,732 $3,851,000 -408,052
   LPL FINANCIAL CORP 1884 - 2023-12-31 120,746 $3,669,000 2,909
   HANCOCK HOLDING CO 130 - 2023-12-31 115,771 $3,518,000 5,379
   Ironwood Wealth Management LLC. 17 - 2024-03-31 112,523 $3,499,000 -7,200
   CULTIVAR CAPITAL INC. 8 - 2024-03-31 106,399 $3,309,000 3,768
   UBS Group AG 2412 - 2023-12-31 104,069 $3,163,000 -2,933
   ATRIA INVESTMENTS LLC 436 - 2023-12-31 102,632 $3,119,000 -4,487
   NATIONAL ASSET MANAGEMENT, INC. 256 - 2023-12-31 98,199 $2,984,000 -3,870
   ROYAL BANK OF CANADA 2400 - 2023-12-31 81,232 $2,468,000 -26,983
   Bruce G. Allen Investments LLC 8 - 2024-03-31 78,390 $2,438,000 3,998
   UNIQUE WEALTH LLC 25 - 2024-03-31 78,041 $2,427,000 9,238
   J P MORGAN CHASE & CO 2875 - 2023-12-31 77,305 $2,349,000 24,091
   Sharper & Granite LLC 28 - 2024-03-31 68,681 $2,222,000 -2,489
   NVWM LLC 42 - 2023-12-31 72,779 $2,212,000 -12,822
   VPR Management LLC 22 - 2023-12-31 67,800 $2,060,000 0
   RiverGlades Family Offices LLC 17 - 2023-12-31 68,595 $2,052,000 1,270
   Envestnet Portfolio Solutions Inc. 595 - 2023-12-31 65,870 $2,002,000 -1,683
   Idaho Trust Bank 32 - 2023-12-31 65,243 $1,982,000 -33,868
   Engrave Wealth Partners LLC 25 - 2023-12-31 58,816 $1,787,000 58,816
   OneAscent Financial Services LLC 70 - 2024-03-31 56,534 $1,758,000 4,120
   Insight Advisors LLC/ PA - 2023-12-31 56,842 $1,727,000 -8,283
   Ackerman Capital Advisors LLC 33 - 2024-03-31 50,127 $1,559,000 -31,910
   CAPTRUST FINANCIAL ADVISORS 1086 - 2023-12-31 45,262 $1,376,000 21,415
   HPM Partners LLC - 2023-12-31 44,816 $1,362,000 44,816
   ASSOCIATED BANC-CORP 189 - 2023-12-31 39,952 $1,214,000 -571
   Peak Financial Management Inc. 38 - 2024-03-31 38,796 $1,207,000 -1,020
   AllSquare Wealth Management LLC 22 - 2023-12-31 38,900 $1,182,000 -825
   STIFEL FINANCIAL CORP 2051 - 2023-12-31 37,710 $1,146,000 -18,637
   Atria Wealth Solutions Inc. 857 - 2023-12-31 32,560 $989,000 -1,442
   JANNEY MONTGOMERY SCOTT LLC 1540 - 2024-03-31 30,574 $951,000 -2,019
   Topel & Distasi Wealth Management LLC 46 - 2023-12-31 30,579 $929,000 18,551
   ENVESTNET ASSET MANAGEMENT INC 2987 - 2023-12-31 29,982 $911,000 -1,713
   MONECO Advisors LLC 162 - 2024-03-31 28,737 $894,000 -420
   Measured Wealth Private Client Group LLC 57 - 2024-03-31 25,476 $792,000 -12,615
   Personal Capital Advisors Corp 260 - 2022-12-31 21,622 $729,000 -25,407
   Slow Capital Inc. 106 - 2024-03-31 23,061 $717,000 -2,896
   ALLIANCEBERNSTEIN L.P. 2434 - 2023-12-31 23,033 $700,000 -264
   JTC Employer Solutions Trusteee Ltd 69 - 2024-03-31 22,690 $698,000 0
   Beacon Pointe Advisors LLC 766 - 2023-12-31 22,721 $690,000 -600
   BAILARD BIEHL & KAISER INC 380 - 2023-12-31 22,000 $669,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 291 - 2023-12-31 21,875 $665,000 0
   Congress Wealth Management LLC / DE / 419 - 2024-03-31 20,921 $651,000 -1,377
   BAKER AVENUE ASSET MANAGEMENT, LP 240 - 2023-12-31 20,808 $632,000 1,768
   Twelve Points Wealth Management LLC 99 - 2024-03-31 20,207 $628,000 677
   ADVISORY SERVICES NETWORK, LLC 811 - 2023-12-31 20,045 $609,000 -10,939
   Main Street Financial Solutions LLC 271 *New 2024-03-31 19,410 $604,000 19,410
   HIGHTOWER ADVISORS, LLC 2141 - 2023-12-31 19,662 $596,000 -9
   Vontobel Holding Ltd. 826 - 2023-12-31 18,809 $572,000 -649
   Patriot Investment Management Inc. 154 - 2024-03-31 17,570 $546,000 0
   FMR LLC 2535 - 2023-12-31 16,475 $501,000 -2,045
   OneAscent Wealth Management LLC 66 - 2024-03-31 16,081 $500,000 -905
   EP WEALTH ADVISORS, INC. 490 - 2023-12-31 16,140 $490,000 -2,920
   FLOW TRADERS U.S. LLC 498 - 2023-12-31 14,869 $452,000 -51,217
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 13,896 $432,000 -573
   Empower Advisory Group LLC 341 - 2024-03-31 13,177 $410,000 -92
   COLDSTREAM CAPITAL MANAGEMENT INC 595 - 2023-12-31 12,970 $394,000 0
   US BANCORP 1644 - 2023-12-31 12,586 $382,000 -2,155
   BANGOR SAVINGS BANK 174 - 2024-03-31 11,827 $368,000 3,300
   PITCAIRN CO 456 *New 2023-12-31 11,902 $362,000 11,902
   MontVue Capital Management Inc. - 2024-03-31 11,614 $361,000 679
   Snowden Capital Advisors LLC 827 - 2023-12-31 11,810 $359,000 0
   FINANCIAL NETWORK 2110 - 2023-12-31 11,790 $358,000 -107
   FTB Advisors Inc. 394 - 2024-03-31 11,418 $355,000 874
   ALPHAMARK ADVISORS LLC 113 - 2024-03-31 11,395 $354,000 2,275
   BROWN ADVISORY HOLDINGS INC 1054 - 2024-03-31 10,160 $316,000 0
   Advisor Group Holdings Inc. 3590 - 2023-12-31 9,795 $298,000 -3,119
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 414 - 2023-12-31 9,409 $286,000 679
   CI Private Wealth LLC 1872 - 2023-12-31 9,396 $286,000 797
   JANE STREET GROUP LLC 4451 - 2023-12-31 9,363 $285,000 -775,443
   Cetera Investment Advisers 1850 - 2023-12-31 8,657 $263,000 -17
   Intercontinental Wealth Advisors LLC 276 - 2023-06-30 8,500 $260,000 0
   PDS Planning Inc - 2024-03-31 8,067 $251,000 0
   H D Vest Advisory Services 1329 - 2023-12-31 8,218 $250,000 383
   CREATIVE PLANNING 2267 - 2023-12-31 7,834 $238,000 -612
   Heritage Financial Services LLC 89 *New 2023-12-31 7,487 $228,000 7,487
   Boston Standard Wealth Management LLC 42 - 2024-03-31 7,241 $225,000 47
   PHILLIPS FINANCIAL MANAGEMENT LLC 165 - 2024-03-31 7,208 $224,000 0
   Trivant Custom Portfolio Group LLC 57 - 2024-03-31 7,000 $218,000 0
   Alpha Cubed Investments LLC 263 *New 2024-03-31 6,730 $209,000 6,730
   BESSEMER GROUP INC 1029 - 2023-12-31 6,820 $207,000 0
   Traverso Chambers Private Wealth Management LLC 121 - 2023-12-31 6,728 $204,000 0
   Colony Family Offices LLC - 2024-03-31 6,443 $200,000 6,443
   CLEAR INVESTMENT RESEARCH LLC 58 - 2024-03-31 5,309 $165,000 43
   SIMPLEX TRADING LLC 1083 - 2024-03-31 4,853 $150,000 4,853
  100 Records found
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