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Get Institutions for : 
iPath Bloomberg Commodity Index Total Return ETN (DJP)  
$32.53 0.02 (0.06%) as of 4:30 Fri 4/26


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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  : 
1.10 (3.5%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLB&B ADVISORS LLC 10 - 2023-12-31 1,339,330 $40,702,000 -60,287
   OSBORNE PARTNERS CAPITAL MANAGEMENT - 2023-12-31 747,275 $22,710,000 -4,829
   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
   UBS Group AG 2412 - 2023-12-31 104,069 $3,163,000 -2,933
   CULTIVAR CAPITAL INC. 7 - 2023-12-31 102,631 $3,119,000 0
   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
   Ackerman Capital Advisors LLC 30 - 2023-12-31 82,037 $2,493,000 -6,118
   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
   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. 37 - 2023-12-31 39,816 $1,210,000 1,075
   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
   JANNEY MONTGOMERY SCOTT LLC 1438 - 2023-12-31 32,593 $991,000 31
   Atria Wealth Solutions Inc. 857 - 2023-12-31 32,560 $989,000 -1,442
   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 146 - 2023-12-31 29,157 $886,000 619
   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
   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 184 - 2023-12-31 14,469 $440,000 1,155
   Empower Advisory Group LLC 329 - 2023-12-31 13,269 $403,000 497
   COLDSTREAM CAPITAL MANAGEMENT INC 595 - 2023-12-31 12,970 $394,000 0
   Efficient Wealth Management LLC - 2023-12-31 12,859 $391,000 -26,736
   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
   Snowden Capital Advisors LLC 827 - 2023-12-31 11,810 $359,000 0
   FINANCIAL NETWORK 2110 - 2023-12-31 11,790 $358,000 -107
   ALPHAMARK ADVISORS LLC 113 - 2024-03-31 11,395 $354,000 2,275
   MontVue Capital Management Inc. 38 - 2023-12-31 10,935 $332,000 0
   FTB Advisors Inc. 400 - 2023-12-31 10,544 $320,000 0
   BROWN ADVISORY HOLDINGS INC 1042 - 2023-12-31 10,160 $309,000 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
   H D Vest Advisory Services 1329 - 2023-12-31 8,218 $250,000 383
   PDS Planning Inc 281 - 2023-12-31 8,067 $245,000 0
   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 - 2023-12-31 7,208 $219,000 -184
   Trivant Custom Portfolio Group LLC 57 - 2024-03-31 7,000 $218,000 0
   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
   CLEAR INVESTMENT RESEARCH LLC 60 - 2023-12-31 5,266 $160,000 39
   UMB BANK N A/MO - 2023-12-31 3,435 $104,000 0
   Parallel Advisors LLC 1121 - 2023-12-31 3,202 $97,000 -1,345
   Bank of New Hampshire 264 - 2024-03-31 2,900 $90,000 -1,800
  100 Records found
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