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Disclosery

DJD INVESCO EXCHANGE TRADED FD T

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DJ INDL AVG DV (fund)

97 managers (97 13F filers) reported a position in DJD shares at 2026-06-30, 2,440,883 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
97
13F filers
97
New
15
Added
35
Reduced
24
Sold out
7
Shares held by filers
2,440,883

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC515,213$32.6M0.01%-2,10113F-HRTimeline
CIBC WORLD MARKET INC.470,413$29.8M0.05%-14,40513F-HRTimeline
MRA Advisory Group252,799$16M5.82%+3,87013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/147,756$9.36M<0.01%-5,56313F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC119,600$7.58M1.89%+9,50013F-HRTimeline
Integrated Wealth Concepts LLC71,811$4.55M0.02%+2,26613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,597$3.4M<0.01%+13,16213F-HRTimelineGroup
WCG Wealth Advisors LLC48,177$3.05M0.07%+2,08313F-HRTimeline
Cetera Investment Advisers42,800$2.71M<0.01%-5,65713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,864$2.65M<0.01%+3,68513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,257$2.61M<0.01%-80813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,902$2.59M0.01%+1,19013F-HRTimelineGroup
World Investment Advisors36,308$2.27M0.04%-1,34513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,797$2.01M<0.01%+2,30413F-HRTimeline
Venture Visionary Partners LLC31,249$1.98M0.06%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY29,164$1.85M1.01%-48913F-HRTimeline
PW Nova Financial Services LLC26,467$1.68M0.36%-45213F-HRTimeline
Keebeck Wealth Management26,390$1.67M0.16%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,084$1.59M0.04%-25513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,676$1.5M<0.01%+9,59013F-HRTimelineGroup
Janney Montgomery Scott LLC21,311$1.35M<0.01%-16713F-HRTimeline
Private Advisor Group, LLC19,702$1.25M0.01%+3,56613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,468$1.17M0.03%+4513F-HRTimelineGroup
Regatta Research & Money Management17,644$1.12M1.06%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,753$998K0.01%+55313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,567$986K0.02%+1,31713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,896$946K<0.01%+3,39013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,290$842K<0.01%-2,25113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC12,369$784K<0.01%+6,97113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,501$665K<0.01%+50113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,407$659K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,880$626K0.01%-14213F-HRTimeline
Three Cord True Wealth Management, LLC8,442$535K0.25%-33313F-HRTimeline
NTV Asset Management LLC8,313$527K0.05%-61213F-HRTimeline
Storen Legacy Partners, LLC8,179$518K0.14%+5013F-HRTimeline
WealthPlan Investment Management, LLC8,133$515K0.03%-43713F-HRTimeline
Seek First Inc.7,947$504K0.32%new13F-HRTimeline
UBS Group AGin group UBS Group AG7,770$492K<0.01%-1,39713F-HRTimelineGroup
Astoria Portfolio Advisors LLC.7,400$469K0.08%013F-HRTimeline
Prime Capital Investment Advisors, LLC6,304$400K<0.01%+73213F-HRTimeline
Kovack Advisors, Inc.6,207$395K0.02%-14013F-HRTimeline
SeaCrest Wealth Management, LLC6,083$386K0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,803$368K<0.01%+60713F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC5,653$358K0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,592$354K0.02%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,548$352K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,798$304K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,676$296K<0.01%+16213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,652$295K<0.01%+25813F-HRTimelineGroup
Merit Financial Group, LLC4,544$288K<0.01%-24013F-HR/ATimeline
Krilogy Financial LLC4,463$283K0.01%+113F-HRTimeline
Regal Investment Advisors LLC4,322$274K0.01%+22713F-HRTimeline
FMR LLCin group FMR LLC4,142$263K<0.01%+1,42913F-HRTimelineGroup
Creekside Partners4,000$253K0.09%013F-HRTimeline
Prospera Financial Services Inc3,992$253K<0.01%+1313F-HRTimeline
HighTower Advisors, LLC3,846$244K<0.01%-13913F-HRTimeline
First Heartland Consultants, Inc.3,593$228K0.01%+113F-HRTimeline
IFP Advisors, Inc3,466$220K<0.01%+113F-HRTimeline
Spectrum Planning & Advisory Services I…3,374$214K0.1%new13F-HRTimeline
Creative Planningin group Creative Planning3,313$210K<0.01%-72213F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC3,181$202K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC3,139$199K0.02%013F-HRTimeline
RMG Wealth Management LLC2,858$161K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,129$135K<0.01%+14213F-HRTimelineGroup
Capital Investment Advisory Services, L…2,121$134K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC2,121$134K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,982$126K<0.01%+1,22213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,522$96.4K<0.01%-1413F-HRTimelineGroup
Pflug Koory, LLC1,487$94.2K0.04%+413F-HRTimeline
Synergy Investment Management, LLC1,000$63.4K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…801$50.7K<0.01%+613F-HRTimeline
Asset Dedication, LLC791$50.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC662$42K<0.01%new13F-HRTimeline
IFG Advisory, LLC632$40.1K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…625$39.8K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.614$38.9K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.537$34K<0.01%new13F-HRTimeline
AE Wealth Management LLC536$34K<0.01%-5013F-HRTimeline
Medallion Wealth Advisors, LLC450$28.5K0.01%013F-HRTimeline
Geneos Wealth Management Inc.435$27.5K<0.01%+113F-HRTimeline
SYM FINANCIAL Corp408$25.9K<0.01%+313F-HRTimeline
Farther Finance Advisors, LLC383$24.3K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC317$20.1K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC314$19.9K<0.01%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\270$17.1K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc150$9.51K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC150$9.51K<0.01%013F-HRTimeline
Fairscale Capital, LLC125$7.92K<0.01%-7513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100$6.34K<0.01%+9913F-HRTimelineGroup
Capital Investment Counsel, Inc100$6.34K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…75$4.75K<0.01%-2513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC56$3.55K<0.01%013F-HRTimeline
Costello Asset Management, INC54$3.42K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC46$2.92K<0.01%013F-HRTimeline
Global Retirement Partners, LLC40$2.54K<0.01%13F-HRTimeline
Clearstead Advisors, LLC4$254<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1$39<0.01%new13F-HRTimelineGroup