DJD Institutional Ownership & Shareholders
INVESCO DOW JONES INDUSTRIAL (DJD) is currently held by 94 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $152.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DJD tracked by InsiderSet, reporting ownership valued at approximately $32.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.11M, representing an estimated gain of +7.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed DJD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cibc World Market Inc., Mra Advisory Group, and several other long-term asset managers with concentrated positions in INVESCO DOW JONES INDUSTRIAL (DJD).
This page ranks the largest institutional DJD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
94
Total Reported Value
$152.54M
Largest Holder
Lpl Financial Llc
Largest Position
$32.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 515,213 | $32,649,058 | $35,111,766 | +$2,462,708 | +7.54% | |
| Cibc World Market Inc. | 0.05% | 470,413 | $29,810,072 | $32,058,646 | +$2,248,574 | +7.54% | |
| Mra Advisory Group | 5.88% | 250,046 | $15,710,372 | $17,040,635 | +$1,330,263 | +8.47% | |
| Bank Of America Corp | 0.00% | 147,756 | $9,363,298 | $10,069,571 | +$706,273 | +7.54% | |
| Absolute Capital Management, Llc | 2.07% | 141,900 | $8,915,577 | $9,670,485 | +$754,908 | +8.47% | |
| Envestnet Asset Management Inc | 0.00% | 53,597 | $3,396,455 | $3,652,636 | +$256,181 | +7.54% | |
| Integrated Wealth Concepts Llc | 0.02% | 50,447 | $3,196,822 | $3,437,963 | +$241,141 | +7.54% | |
| Wcg Wealth Advisors Llc | 0.07% | 48,177 | $3,052,957 | $3,283,263 | +$230,306 | +7.54% | |
| Cetera Investment Advisers | 0.00% | 42,800 | $2,712,253 | $2,916,820 | +$204,567 | +7.54% | |
| Osaic Holdings, Inc. | 0.00% | 41,864 | $2,653,502 | $2,853,032 | +$199,530 | +7.52% | |
| Raymond James Financial Inc | 0.00% | 41,257 | $2,614,490 | $2,811,665 | +$197,175 | +7.54% | |
| Kestra Advisory Services, Llc | 0.01% | 40,980 | $2,574,767 | $2,792,787 | +$218,020 | +8.47% | |
| World Investment Advisors | 0.04% | 36,308 | $2,271,253 | $2,474,390 | +$203,137 | +8.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,434 | $1,974,990 | $2,142,227 | +$167,237 | +8.47% | |
| Venture Visionary Partners Llc | 0.05% | 31,249 | $1,963,375 | $2,129,619 | +$166,244 | +8.47% | |
| Retirement Planning Group, Llc / Ny | 1.01% | 29,164 | $1,848,142 | $1,987,527 | +$139,385 | +7.54% | |
| Keebeck Wealth Management | 0.16% | 26,390 | $1,672,334 | $1,798,479 | +$126,145 | +7.54% | |
| Level Four Advisory Services, Llc | 0.04% | 25,084 | $1,589,606 | $1,709,475 | +$119,869 | +7.54% | |
| Royal Bank Of Canada | 0.00% | 23,676 | $1,501,000 | $1,613,519 | +$112,519 | +7.50% | |
| Janney Montgomery Scott Llc | 0.00% | 21,311 | $1,350,000 | $1,452,345 | +$102,345 | +7.58% | |
| Private Advisor Group, Llc | 0.01% | 19,702 | $1,248,529 | $1,342,691 | +$94,162 | +7.54% | |
| Creativeone Wealth, Llc | 0.03% | 18,468 | $1,170,306 | $1,258,594 | +$88,288 | +7.54% | |
| Principal Securities, Inc. | 0.01% | 15,753 | $998,268 | $1,073,567 | +$75,299 | +7.54% | |
| Wealthcare Advisory Partners Llc | 0.02% | 15,104 | $948,997 | $1,029,338 | +$80,341 | +8.47% | |
| Jones Financial Companies Lllp | 0.00% | 14,896 | $945,900 | $1,015,162 | +$69,262 | +7.32% | |
| Stifel Financial Corp | 0.00% | 13,290 | $842,189 | $905,714 | +$63,525 | +7.54% | |
| Seek First Inc. | 0.52% | 12,805 | $804,538 | $872,661 | +$68,123 | +8.47% | |
| Mml Investors Services, Llc | 0.00% | 12,369 | $783,799 | $842,947 | +$59,148 | +7.55% | |
| Pw Nova Financial Services Llc | 0.14% | 10,689 | $671,590 | $728,455 | +$56,865 | +8.47% | |
| Cibc Bancorp Usa Inc. | 0.00% | 10,501 | $665,457 | $715,643 | +$50,186 | +7.54% | |
| Goldman Sachs Group Inc | 0.00% | 10,407 | $659,492 | $709,237 | +$49,745 | +7.54% | |
| Harbour Investments, Inc. | 0.01% | 9,880 | $626,089 | $673,322 | +$47,233 | +7.54% | |
| Three Cord True Wealth Management, Llc | 0.25% | 8,442 | $534,970 | $575,322 | +$40,352 | +7.54% | |
| Storen Legacy Partners, Llc | 0.14% | 8,179 | $518,323 | $557,399 | +$39,076 | +7.54% | |
| Ntv Asset Management Llc | 0.05% | 8,063 | $506,598 | $549,493 | +$42,895 | +8.47% | |
| Ubs Group Ag | 0.00% | 7,770 | $492,385 | $529,526 | +$37,141 | +7.54% | |
| Astoria Portfolio Advisors Llc. | 0.08% | 7,400 | $468,938 | $504,310 | +$35,372 | +7.54% | |
| Jaffetilchin Investment Partners, Llc | 0.02% | 7,127 | $451,669 | $485,705 | +$34,036 | +7.54% | |
| City Center Advisors, Llc | 0.34% | 7,109 | $446,651 | $484,478 | +$37,827 | +8.47% | |
| Wealthplan Investment Management, Llc | 0.02% | 6,629 | $416,509 | $451,766 | +$35,257 | +8.46% | |
| Kovack Advisors, Inc. | 0.02% | 6,207 | $394,773 | $423,007 | +$28,234 | +7.15% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 5,729 | $359,957 | $390,431 | +$30,474 | +8.47% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,653 | $355,178 | $385,252 | +$30,074 | +8.47% | |
| Essex Financial Services, Inc. | 0.02% | 5,592 | $354,365 | $381,095 | +$26,730 | +7.54% | |
| Focus Partners Wealth | 0.00% | 5,548 | $351,636 | $378,096 | +$26,460 | +7.52% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,676 | $296,318 | $318,669 | +$22,351 | +7.54% | |
| Mariner, Llc | 0.00% | 4,652 | $294,785 | $317,034 | +$22,249 | +7.55% | |
| Merit Financial Group, Llc | 0.00% | 4,544 | $287,934 | $309,674 | +$21,740 | +7.55% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,534 | $287,664 | $308,992 | +$21,328 | +7.41% | |
| Krilogy Financial Llc | 0.01% | 4,463 | $286,695 | $304,153 | +$17,458 | +6.09% |
Frequently asked questions about DJD
Who are the largest institutional holders of DJD?
The largest institutional holders of DJD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cibc World Market Inc., Mra Advisory Group, Bank Of America Corp, and Absolute Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported DJD position.
What is DJD institutional ownership?
This page tracks DJD positions reported by institutional investment managers through SEC Form 13F. INVESCO DOW JONES INDUSTRIAL (DJD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DJD?
InsiderSet currently tracks 94 institutional managers reporting DJD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DJD shareholders.
How much DJD stock do institutions own?
Institutional investment managers disclosed approximately $152.54M in DJD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DJD institutional ownership last updated?
The latest DJD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DJD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DJD position after the reporting date.
Are institutions buying or selling DJD?
Institutional buying and selling can be analyzed by comparing DJD positions across consecutive 13F reporting periods. InsiderSet's DJD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DJD ownership changes.
How has DJD institutional ownership changed over time?
InsiderSet tracks DJD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.