Vault-13

INVESCO EXCHANGE TRADED FD T DJD

DJ INDL AVG DV · ETP · CUSIP 46137V605

97 institutional holders +7 vs Q1 2026
2,446,6862.4m shares reported held*
$155.0mreported value*
15 new 35 added 24 reduced 7 sold out net sold ≈ $10.0m (-157.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $63.35.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 54Q4 22: 60Q1 23: 60Q2 23: 62Q3 23: 59Q4 23: 65Q1 24: 60Q2 24: 62Q3 24: 61Q4 24: 68Q1 25: 67Q2 25: 68Q3 25: 70Q4 25: 84Q1 26: 90Q2 26: 9797Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202254
Q4 202260
Q1 202360
Q2 202362
Q3 202359
Q4 202365
Q1 202460
Q2 202462
Q3 202461
Q4 202468
Q1 202567
Q2 202568
Q3 202570
Q4 202584
Q1 202690
Q2 202697

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 21 bought or addedQ3 24: 29 cut or sold outQ4 24: 29 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 28 cut or sold outQ2 25: 33 bought or addedQ2 25: 28 cut or sold outQ2 25Q3 25: 32 bought or addedQ3 25: 26 cut or sold outQ4 25: 36 bought or addedQ4 25: 25 cut or sold outQ4 25Q1 26: 42 bought or addedQ1 26: 35 cut or sold outQ2 26: 50 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242129
Q4 20242918
Q1 20253228
Q2 20253328
Q3 20253226
Q4 20253625
Q1 20264235
Q2 20265031

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +13,162+13.2k
ROYAL BANK OF CANADA Added +9,590+9.6k
ABSOLUTE CAPITAL MANAGEMENT, LLC Added +9,500+9.5k
Seek First Inc. New +7,947+7.9k
MML INVESTORS SERVICES, LLC Added +6,971+7.0k
Cambridge Investment Research Advisors, Inc. Added +6,410+6.4k
SeaCrest Wealth Management, LLC New +6,083+6.1k
OPPENHEIMER & CO INC New +4,798+4.8k
MRA Advisory Group Added +3,870+3.9k
OSAIC HOLDINGS, INC. Added +3,685+3.7k

Biggest sellers

David Kennon Inc Sold out -216,952-217.0k
CIBC WORLD MARKET INC. Reduced -14,405-14.4k
GTS SECURITIES LLC Sold out -10,570-10.6k
Cetera Investment Advisers Reduced -5,657-5.7k
BANK OF AMERICA CORP /DE/ Reduced -5,563-5.6k
STIFEL FINANCIAL CORP Reduced -2,251-2.3k
LPL Financial LLC Reduced -2,101-2.1k
UBS Group AG Reduced -1,397-1.4k
World Investment Advisors Reduced -1,345-1.3k
RAYMOND JAMES FINANCIAL INC Reduced -808-808

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 515,213515.2k $32.6m $32.6m 0.01% Reduced -2.1k -2,101
2 CIBC WORLD MARKET INC. 0.05% of their portfolio TORONTO, A6 470,413470.4k $29.8m $29.8m 0.05% Reduced -14.4k -14,405
3 MRA Advisory Group 5.82% of their portfolio PARSIPPANY, NJ 252,799252.8k $16.0m $16.0m 5.82% Added +3.9k +3,870
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 147,756147.8k $9.4m $9.4m 0.00% Reduced -5.6k -5,563
5 ABSOLUTE CAPITAL MANAGEMENT, LLC 1.89% of their portfolio Pittsburgh, PA 119,600119.6k $7.6m $7.6m 1.89% Added +9.5k +9,500
6 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 71,81171.8k $4.6m $4.6m 0.02% Added +2.3k +2,266
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 53,59753.6k $3.4m $3.4m 0.00% Added +13.2k +13,162
8 WCG Wealth Advisors LLC 0.07% of their portfolio LAS VEGAS, NV 48,17748.2k $3.1m $3.1m 0.07% Added +2.1k +2,083
9 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 42,80042.8k $2.7m $2.7m 0.00% Reduced -5.7k -5,657
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,86441.9k $2.7m $2.7m 0.00% Added +3.7k +3,685
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 41,25741.3k $2.6m $2.6m 0.00% Reduced -808 -808
12 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,90240.9k $2.6m $2.6m 0.01% Added +1.2k +1,190
13 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 36,30836.3k $2.3m $2.3m 0.04% Reduced -1.3k -1,345
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 31,79731.8k $2.0m $2.0m 0.00% Added +2.3k +2,304
15 Venture Visionary Partners LLC 0.06% of their portfolio Sylvania, OH 31,24931.2k $2.0m $2.0m 0.06% Unchanged
16 RETIREMENT PLANNING GROUP, LLC / NY 1.01% of their portfolio MALTA, NY 29,16429.2k $1.8m $1.8m 1.01% Reduced -489 -489
17 PW Nova Financial Services LLC 0.36% of their portfolio NEWTOWN, PA 26,46726.5k $1.7m $1.7m 0.36% Reduced -452 -452
18 Keebeck Wealth Management 0.16% of their portfolio Chicago, IL 26,39026.4k $1.7m $1.7m 0.16% Unchanged
19 LEVEL FOUR ADVISORY SERVICES, LLC 0.04% of their portfolio DALLAS, TX 25,08425.1k $1.6m $1.6m 0.04% Reduced -255 -255
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 23,67623.7k $1.5m $1.5m 0.00% Added +9.6k +9,590
21 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,31121.3k $1.4m $1.4m 0.00% Reduced -167 -167
22 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 19,70219.7k $1.2m $1.2m 0.01% Added +3.6k +3,566
23 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 18,46818.5k $1.2m $1.2m 0.03% Added +45 +45
24 Regatta Research & Money Management 1.06% of their portfolio METAIRIE, LA 17,64417.6k $1.1m $1.1m 1.06% First filing
25 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 15,75315.8k $998.3k $998.3k 0.01% Added +553 +553
26 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 15,56715.6k $986.5k $986.5k 0.02% Added +1.3k +1,317
27 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 14,89614.9k $945.9k $945.9k 0.00% Added +3.4k +3,390
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,29013.3k $842.2k $842.2k 0.00% Reduced -2.3k -2,251
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,36912.4k $783.8k $783.8k 0.00% Added +7.0k +6,971
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,60611.6k $736.0k $736.0k 0.00% Added +6.4k +6,410
31 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 10,50110.5k $665.5k $665.5k 0.00% Added +501 +501
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 10,40710.4k $659.5k $659.5k 0.00% Unchanged
33 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 9,8809.9k $626.1k $626.1k 0.01% Reduced -142 -142
34 Three Cord True Wealth Management, LLC 0.25% of their portfolio Beaver, PA 8,4428.4k $535.0k $535.0k 0.25% Reduced -333 -333
35 NTV Asset Management LLC 0.05% of their portfolio Charleston, WV 8,3138.3k $526.8k $526.8k 0.05% Reduced -612 -612
36 Storen Legacy Partners, LLC 0.14% of their portfolio ZIONSVILLE, IN 8,1798.2k $518.3k $518.3k 0.14% Added +50 +50
37 WealthPlan Investment Management, LLC 0.03% of their portfolio OMAHA, NE 8,1338.1k $515.4k $515.4k 0.03% Reduced -437 -437
38 Seek First Inc. 0.32% of their portfolio Campbell, CA 7,9477.9k $503.6k $503.6k 0.32% New
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,7707.8k $492.4k $492.4k 0.00% Reduced -1.4k -1,397
40 Astoria Portfolio Advisors LLC. 0.08% of their portfolio NEW YORK, NY 7,4007.4k $468.9k $468.9k 0.08% Unchanged
41 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 6,3046.3k $399.5k $399.5k 0.00% Added +732 +732
42 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 6,2076.2k $394.8k $394.8k 0.02% Reduced -140 -140
43 SeaCrest Wealth Management, LLC 0.04% of their portfolio PURCHASE, NY 6,0836.1k $385.5k $385.5k 0.04% New
44 KINGSWOOD WEALTH ADVISORS, LLC 0.01% of their portfolio SAN DIEGO, CA 5,6535.7k $358.2k $358.2k 0.01% Unchanged
45 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 5,5925.6k $354.4k $354.4k 0.02% Unchanged
46 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 5,5485.5k $351.6k $351.6k 0.00% Unchanged
47 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 4,7984.8k $304.0k $304.0k 0.00% New
48 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 4,6764.7k $296.3k $296.3k 0.00% Added +162 +162
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,6524.7k $294.8k $294.8k 0.00% Added +258 +258
50 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 4,5444.5k $287.9k $287.9k 0.00% Reduced -240 -240
51 Krilogy Financial LLC 0.01% of their portfolio ST. LOUIS, MO 4,4634.5k $282.8k $282.8k 0.01% Added +1 +1
52 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 4,3224.3k $273.9k $273.9k 0.01% Added +227 +227
53 FMR LLC 0.00% of their portfolio BOSTON, MA 4,1424.1k $262.5k $262.5k 0.00% Added +1.4k +1,429
54 Creekside Partners 0.09% of their portfolio PETALUMA, CA 4,0004.0k $253.5k $253.5k 0.09% Unchanged
55 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 3,9924.0k $253.1k $253.1k 0.00% Added +13 +13
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,8463.8k $243.7k $243.7k 0.00% Reduced -139 -139
57 First Heartland Consultants, Inc. 0.01% of their portfolio LAKE ST. LOUIS, MO 3,5933.6k $227.7k $227.7k 0.01% Added +1 +1
58 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,4663.5k $219.6k $219.6k 0.00% Added +1 +1
59 Spectrum Planning & Advisory Services Inc. 0.10% of their portfolio SAN DIEGO, CA 3,3743.4k $213.8k $213.8k 0.10% New
60 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,3133.3k $209.9k $209.9k 0.00% Reduced -722 -722
61 CAHILL FINANCIAL ADVISORS INC 0.02% of their portfolio EDINA, MN 3,1813.2k $201.6k $201.6k 0.02% New
62 HHM Wealth Advisors, LLC 0.02% of their portfolio CHATTANOOGA, TN 3,1393.1k $198.9k $198.9k 0.02% Unchanged
63 RMG Wealth Management LLC 0.02% of their portfolio PLATTEVILLE, WI 2,8582.9k $161.0k $161.0k 0.02% New
64 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,1292.1k $134.9k $134.9k 0.00% Added +142 +142
65 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,1212.1k $134.4k $134.4k 0.01% New
66 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,1212.1k $134.4k $134.4k 0.00% New
67 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,9822.0k $125.6k $125.6k 0.00% Added +1.2k +1,222
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,5221.5k $96.4k $96.4k 0.00% Reduced -14 -14
69 Pflug Koory, LLC 0.04% of their portfolio OMAHA, NE 1,4871.5k $94.2k $94.2k 0.04% Added +4 +4
70 Synergy Investment Management, LLC 0.02% of their portfolio ALTAMONTE SPRINGS, FL 1,0001.0k $63.4k $63.4k 0.02% Unchanged
71 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 801801 $50.7k $50.7k 0.00% Added +6 +6
72 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 791791 $50.1k $50.1k 0.00% Unchanged
73 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 662662 $42.0k $42.0k 0.00% New
74 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 632632 $40.1k $40.1k 0.00% New
75 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 625625 $39.8k $39.8k 0.00% Unchanged
76 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 614614 $38.9k $38.9k 0.00% New
77 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 537537 $34.0k $34.0k 0.00% New
78 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 536536 $34.0k $34.0k 0.00% Reduced -50 -50
79 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 450450 $28.5k $28.5k 0.01% Unchanged
80 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 435435 $27.5k $27.5k 0.00% Added +1 +1
81 SYM FINANCIAL Corp 0.00% of their portfolio WINONA LAKE, IN 408408 $25.9k $25.9k 0.00% Added +3 +3
82 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 383383 $24.3k $24.3k 0.00% Unchanged
83 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 317317 $20.1k $20.1k 0.00% Unchanged
84 Tradewinds Capital Management, LLC 0.00% of their portfolio BELLINGHAM, WA 314314 $19.9k $19.9k 0.00% Added +2 +2
85 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 270270 $17.1k $17.1k 0.00% New
86 VAN DEN BERG MANAGEMENT I, INC 0.00% of their portfolio AUSTIN, TX 150150 $9.5k $9.5k 0.00% Unchanged
87 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 150150 $9.5k $9.5k 0.00% Unchanged
88 Fairscale Capital, LLC 0.00% of their portfolio NASHUA, NH 125125 $7.9k $7.9k 0.00% Reduced -75 -75
89 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 100100 $6.3k $6.3k 0.00% Added +99 +99
90 Capital Investment Counsel, Inc 0.00% of their portfolio RALEIGH, NC 100100 $6.3k $6.3k 0.00% New
91 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 7575 $4.8k $4.8k 0.00% Reduced -25 -25
92 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 5656 $3.5k $3.5k 0.00% Unchanged
93 Costello Asset Management, INC 0.00% of their portfolio FEASTERVILLE, PA 5454 $3.4k $3.4k 0.00% Unchanged
94 Private Wealth Asset Management, LLC 0.00% of their portfolio OMAHA, NE 4646 $2.9k $2.9k 0.00% Unchanged
95 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4040 $2.5k $2.5k 0.00% First filing
96 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 44 $254 $254 0.00% Unchanged
97 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 11 $39 $39 0.00% New