INVESCO DOW JONES INDUSTRIAL (DJD) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $151.73M 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 $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 $33.25M, representing an estimated gain of +1.83% 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
93
Total Reported Value
$151.73M
Largest Holder
Lpl Financial Llc
Largest Position
$32.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
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 | $33,246,695 | +$597,637 | +1.83% | |
| Cibc World Market Inc. | 0.05% | 470,413 | $29,810,072 | $30,355,751 | +$545,679 | +1.83% | |
| Mra Advisory Group | 5.82% | 252,799 | $16,019,873 | $16,313,119 | +$293,246 | +1.83% | |
| Bank Of America Corp | 0.00% | 147,756 | $9,363,298 | $9,534,695 | +$171,397 | +1.83% | |
| Absolute Capital Management, Llc | 1.89% | 119,600 | $7,579,052 | $7,717,788 | +$138,736 | +1.83% | |
| Envestnet Asset Management Inc | 0.00% | 53,597 | $3,396,455 | $3,458,614 | +$62,159 | +1.83% | |
| Integrated Wealth Concepts Llc | 0.02% | 50,447 | $3,196,822 | $3,255,345 | +$58,523 | +1.83% | |
| Wcg Wealth Advisors Llc | 0.07% | 48,177 | $3,052,957 | $3,108,862 | +$55,905 | +1.83% | |
| Cetera Investment Advisers | 0.00% | 42,800 | $2,712,253 | $2,761,884 | +$49,631 | +1.83% | |
| Osaic Holdings, Inc. | 0.00% | 41,864 | $2,653,502 | $2,701,484 | +$47,982 | +1.81% | |
| Raymond James Financial Inc | 0.00% | 41,257 | $2,614,490 | $2,662,314 | +$47,824 | +1.83% | |
| Kestra Advisory Services, Llc | 0.01% | 40,902 | $2,591,935 | $2,639,406 | +$47,471 | +1.83% | |
| World Investment Advisors | 0.04% | 36,308 | $2,271,253 | $2,342,955 | +$71,702 | +3.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,797 | $2,014,950 | $2,051,860 | +$36,910 | +1.83% | |
| Venture Visionary Partners Llc | 0.06% | 31,249 | $1,980,249 | $2,016,498 | +$36,249 | +1.83% | |
| Retirement Planning Group, Llc / Ny | 1.01% | 29,164 | $1,848,142 | $1,881,953 | +$33,811 | +1.83% | |
| Pw Nova Financial Services Llc | 0.36% | 26,467 | $1,677,214 | $1,707,916 | +$30,702 | +1.83% | |
| Keebeck Wealth Management | 0.16% | 26,390 | $1,672,334 | $1,702,947 | +$30,613 | +1.83% | |
| Level Four Advisory Services, Llc | 0.04% | 25,084 | $1,589,606 | $1,618,671 | +$29,065 | +1.83% | |
| Royal Bank Of Canada | 0.00% | 23,676 | $1,501,000 | $1,527,812 | +$26,812 | +1.79% | |
| Janney Montgomery Scott Llc | 0.00% | 21,311 | $1,350,000 | $1,375,199 | +$25,199 | +1.87% | |
| Private Advisor Group, Llc | 0.01% | 19,702 | $1,248,529 | $1,271,370 | +$22,841 | +1.83% | |
| Creativeone Wealth, Llc | 0.03% | 18,468 | $1,170,306 | $1,191,740 | +$21,434 | +1.83% | |
| Principal Securities, Inc. | 0.01% | 15,753 | $998,268 | $1,016,541 | +$18,273 | +1.83% | |
| Wealthcare Advisory Partners Llc | 0.02% | 15,567 | $986,481 | $1,004,539 | +$18,058 | +1.83% | |
| Jones Financial Companies Lllp | 0.00% | 14,896 | $945,900 | $961,239 | +$15,339 | +1.62% | |
| Stifel Financial Corp | 0.00% | 13,290 | $842,189 | $857,604 | +$15,415 | +1.83% | |
| Mml Investors Services, Llc | 0.00% | 12,369 | $783,799 | $798,172 | +$14,373 | +1.83% | |
| Cibc Bancorp Usa Inc. | 0.00% | 10,501 | $665,457 | $677,630 | +$12,173 | +1.83% | |
| Goldman Sachs Group Inc | 0.00% | 10,407 | $659,492 | $671,564 | +$12,072 | +1.83% | |
| Harbour Investments, Inc. | 0.01% | 9,880 | $626,089 | $637,556 | +$11,467 | +1.83% | |
| Three Cord True Wealth Management, Llc | 0.25% | 8,442 | $534,970 | $544,762 | +$9,792 | +1.83% | |
| Ntv Asset Management Llc | 0.05% | 8,313 | $526,795 | $536,438 | +$9,643 | +1.83% | |
| Storen Legacy Partners, Llc | 0.14% | 8,179 | $518,323 | $527,791 | +$9,468 | +1.83% | |
| Wealthplan Investment Management, Llc | 0.03% | 8,133 | $515,405 | $524,822 | +$9,417 | +1.83% | |
| Seek First Inc. | 0.32% | 7,947 | $503,601 | $512,820 | +$9,219 | +1.83% | |
| Ubs Group Ag | 0.00% | 7,770 | $492,385 | $501,398 | +$9,013 | +1.83% | |
| Astoria Portfolio Advisors Llc. | 0.08% | 7,400 | $468,938 | $477,522 | +$8,584 | +1.83% | |
| Jaffetilchin Investment Partners, Llc | 0.03% | 7,629 | $455,768 | $492,299 | +$36,531 | +8.02% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 6,304 | $399,500 | $406,797 | +$7,297 | +1.83% | |
| Kovack Advisors, Inc. | 0.02% | 6,207 | $394,773 | $400,538 | +$5,765 | +1.46% | |
| Seacrest Wealth Management, Llc | 0.04% | 6,083 | $385,501 | $392,536 | +$7,035 | +1.82% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,653 | $358,231 | $364,788 | +$6,557 | +1.83% | |
| Essex Financial Services, Inc. | 0.02% | 5,592 | $354,365 | $360,852 | +$6,487 | +1.83% | |
| Focus Partners Wealth | 0.00% | 5,548 | $351,636 | $358,012 | +$6,376 | +1.81% | |
| Oppenheimer & Co Inc | 0.00% | 4,798 | $304,049 | $309,615 | +$5,566 | +1.83% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,676 | $296,318 | $301,742 | +$5,424 | +1.83% | |
| Mariner, Llc | 0.00% | 4,652 | $294,785 | $300,194 | +$5,409 | +1.83% | |
| Merit Financial Group, Llc | 0.00% | 4,544 | $287,934 | $293,224 | +$5,290 | +1.84% | |
| Krilogy Financial Llc | 0.01% | 4,463 | $282,798 | $287,997 | +$5,199 | +1.84% |
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.