INVESCO DOW JONES INDUSTRIAL (DJD) Top Institutional Shareholders
INVESCO DOW JONES INDUSTRIAL (DJD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $153.96M in DJD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DJD tracked by InsiderSet, reporting ownership valued at approximately $30.90M in its March 31, 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 $32.60M, representing an estimated gain of +5.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
90
Total Reported Value
$153.96M
Largest Holder
Lpl Financial Llc
Largest Position
$30.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
100
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% | 517,314 | $30,904,309 | $32,595,955 | +$1,691,646 | +5.47% | |
| Cibc World Market Inc. | 0.05% | 484,818 | $28,963,027 | $30,548,382 | +$1,585,355 | +5.47% | |
| Mra Advisory Group | 6.07% | 248,929 | $14,870,990 | $15,685,016 | +$814,026 | +5.47% | |
| David Kennon Inc | 4.65% | 216,952 | $12,960,712 | $13,670,146 | +$709,434 | +5.47% | |
| Bank Of America Corp | 0.00% | 153,319 | $9,159,277 | $9,660,630 | +$501,353 | +5.47% | |
| Absolute Capital Management, Llc | 2.18% | 110,100 | $6,577,374 | $6,937,401 | +$360,027 | +5.47% | |
| Integrated Wealth Concepts Llc | 0.03% | 69,545 | $4,154,602 | $4,382,030 | +$227,428 | +5.47% | |
| Cetera Investment Advisers | 0.00% | 48,457 | $2,894,815 | $3,053,276 | +$158,461 | +5.47% | |
| Wcg Wealth Advisors Llc | 0.08% | 46,094 | $2,753,637 | $2,904,383 | +$150,746 | +5.47% | |
| Raymond James Financial Inc | 0.00% | 42,065 | $2,512,995 | $2,650,516 | +$137,521 | +5.47% | |
| Envestnet Asset Management Inc | 0.00% | 40,435 | $2,415,567 | $2,547,809 | +$132,242 | +5.47% | |
| Kestra Advisory Services, Llc | 0.01% | 39,712 | $2,372,392 | $2,502,253 | +$129,861 | +5.47% | |
| Osaic Holdings, Inc. | 0.00% | 38,179 | $2,281,233 | $2,405,659 | +$124,426 | +5.45% | |
| World Investment Advisors | 0.04% | 37,653 | $2,249,392 | $2,372,516 | +$123,124 | +5.47% | |
| Venture Visionary Partners Llc | 0.06% | 31,249 | $1,866,815 | $1,968,999 | +$102,184 | +5.47% | |
| Retirement Planning Group, Llc / Ny | 1.14% | 29,653 | $1,771,449 | $1,868,436 | +$96,987 | +5.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,493 | $1,761,910 | $1,858,354 | +$96,444 | +5.47% | |
| Pw Nova Financial Services Llc | 0.40% | 26,919 | $1,608,141 | $1,696,166 | +$88,025 | +5.47% | |
| Keebeck Wealth Management | 0.18% | 26,390 | $1,576,539 | $1,662,834 | +$86,295 | +5.47% | |
| Level Four Advisory Services, Llc | 0.05% | 25,339 | $1,513,806 | $1,596,610 | +$82,804 | +5.47% | |
| Creativeone Wealth, Llc | 0.03% | 18,423 | $1,100,587 | $1,160,833 | +$60,246 | +5.47% | |
| Private Advisor Group, Llc | 0.00% | 16,136 | $963,960 | $1,016,729 | +$52,769 | +5.47% | |
| Stifel Financial Corp | 0.00% | 15,541 | $928,416 | $979,238 | +$50,822 | +5.47% | |
| Principal Securities, Inc. | 0.01% | 15,200 | $908,048 | $957,752 | +$49,704 | +5.47% | |
| Wealthcare Advisory Partners Llc | 0.02% | 14,250 | $851,271 | $897,893 | +$46,622 | +5.48% | |
| Royal Bank Of Canada | 0.00% | 14,086 | $841,000 | $887,559 | +$46,559 | +5.54% | |
| Jones Financial Companies Lllp | 0.00% | 11,506 | $677,714 | $724,993 | +$47,279 | +6.98% | |
| Gts Securities Llc | 0.02% | 10,570 | $631,452 | $666,016 | +$34,564 | +5.47% | |
| Goldman Sachs Group Inc | 0.00% | 10,407 | $621,714 | $655,745 | +$34,031 | +5.47% | |
| Harbour Investments, Inc. | 0.01% | 10,022 | $598,755 | $631,486 | +$32,731 | +5.47% | |
| Cibc Bancorp Usa Inc. | 0.00% | 10,000 | $597,400 | $630,100 | +$32,700 | +5.47% | |
| Ubs Group Ag | 0.00% | 9,167 | $547,636 | $577,613 | +$29,977 | +5.47% | |
| Ntv Asset Management Llc | 0.06% | 8,925 | $533,180 | $562,364 | +$29,184 | +5.47% | |
| Three Cord True Wealth Management, Llc | 0.29% | 8,775 | $524,217 | $552,913 | +$28,696 | +5.47% | |
| Wealthplan Investment Management, Llc | 0.03% | 8,570 | $511,975 | $539,996 | +$28,021 | +5.47% | |
| Storen Legacy Partners, Llc | 0.15% | 8,129 | $485,630 | $512,208 | +$26,578 | +5.47% | |
| Jaffetilchin Investment Partners, Llc | 0.03% | 7,629 | $455,768 | $480,703 | +$24,935 | +5.47% | |
| Astoria Portfolio Advisors Llc. | 0.09% | 7,400 | $443,630 | $466,274 | +$22,644 | +5.10% | |
| Kovack Advisors, Inc. | 0.02% | 6,347 | $376,262 | $399,924 | +$23,662 | +6.29% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 5,653 | $337,710 | $356,196 | +$18,486 | +5.47% | |
| Essex Financial Services, Inc. | 0.02% | 5,592 | $334,066 | $352,352 | +$18,286 | +5.47% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 5,572 | $332,887 | $351,092 | +$18,205 | +5.47% | |
| Focus Partners Wealth | 0.00% | 5,548 | $331,438 | $349,579 | +$18,141 | +5.47% | |
| Mml Investors Services, Llc | 0.00% | 5,398 | $322,458 | $340,128 | +$17,670 | +5.48% | |
| Medallion Wealth Advisors, Llc | 0.02% | 5,500 | $293,647 | $346,555 | +$52,908 | +18.02% | |
| Merit Financial Group, Llc | 0.00% | 4,784 | $285,770 | $301,440 | +$15,670 | +5.48% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,514 | $269,666 | $284,427 | +$14,761 | +5.47% | |
| Krilogy Financial Llc | 0.01% | 4,462 | $268,278 | $281,151 | +$12,873 | +4.80% | |
| Mariner, Llc | 0.00% | 4,394 | $262,493 | $276,866 | +$14,373 | +5.48% | |
| Regal Investment Advisors Llc | 0.01% | 4,095 | $244,636 | $258,026 | +$13,390 | +5.47% |
Frequently asked questions about DJD
Who owns the most DJD stock?
The largest holders of DJD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO DOW JONES INDUSTRIAL (DJD).
Is DJD widely held by superinvestors?
Many widely followed stocks like DJD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DJD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.