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Disclosery

DJD INVESCO EXCHANGE TRADED FD T

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DJ INDL AVG DV (fund)

84 managers (84 13F filers) reported a position in DJD shares at 2025-12-31, 2,514,263 shares in all. 17 filers opened a position and 4 filers sold out during the quarter.

Managers
84
13F filers
84
New
17
Added
19
Reduced
21
Sold out
4
Shares held by filers
2,514,263

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC644,401$36.8M0.01%+65,18913F-HRTimeline
CIBC WORLD MARKET INC.496,367$28.4M0.05%-14,91913F-HRTimeline
MRA Advisory Group247,212$14.1M5.93%+13,05313F-HRTimeline
David Kennon Inc206,047$11.8M4.18%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/146,901$8.39M<0.01%+15,04913F-HRTimelineGroup
Integrated Wealth Concepts LLC81,582$4.66M0.06%-46,89613F-HRTimeline
Cetera Investment Advisers45,549$2.6M<0.01%+1,10713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,169$2.41M<0.01%-1,41813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,555$2.15M0.01%+29,44013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,393$2.14M<0.01%+1,72913F-HRTimelineGroup
World Investment Advisors37,375$2.14M0.04%new13F-HR/ATimeline
RETIREMENT PLANNING GROUP, LLC / NY31,941$1.83M1.24%-92113F-HRTimeline
Venture Visionary Partners LLC31,249$1.79M0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,313$1.62M<0.01%-2,79113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,648$1.58M0.05%-1313F-HRTimelineGroup
Keebeck Wealth Management26,390$1.51M0.17%013F-HRTimeline
GTS SECURITIES LLC22,976$1.31M0.04%new13F-HRTimeline
Janney Montgomery Scott LLC21,524$1.23M<0.01%-2,03613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,493$942K0.01%-109,26113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,460$941K<0.01%-15,88913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,310$932K<0.01%-9913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,853$906K0.02%-7,65713F-HRTimelineGroup
Private Advisor Group, LLC14,949$854K<0.01%+5,59613F-HRTimeline
WealthPlan Investment Management, LLC14,039$802K0.05%-1,37813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,868$792K<0.01%-6613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,407$595K<0.01%-81,47413F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,000$571K<0.01%013F-HRTimelineGroup
NTV Asset Management LLC9,925$567K0.06%013F-HRTimeline
Storen Legacy Partners, LLC9,315$532K0.17%13F-HRTimeline
Jaffetilchin Investment Partners, LLC9,057$518K0.03%-58413F-HRTimeline
HARBOUR INVESTMENTS, INC.8,852$506K0.01%-16213F-HRTimeline
Three Cord True Wealth Management, LLC8,775$501K0.29%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,740$499K<0.01%+7,25513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,439$482K<0.01%+1,68813F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,355$477K<0.01%+1,25713F-HRTimelineGroup
Astoria Portfolio Advisors LLC.7,400$460K0.1%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,865$449K<0.01%+1,86413F-HRTimeline
Kovack Advisors, Inc.6,347$363K0.02%new13F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,592$320K0.02%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,468$312K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,963$284K<0.01%-14413F-HRTimeline
Merit Financial Group, LLC4,935$282K<0.01%-91013F-HRTimeline
First Heartland Consultants, Inc.4,881$279K0.02%+213F-HRTimeline
Krilogy Financial LLC4,464$264K0.01%013F-HRTimeline
Prospera Financial Services Inc4,249$243K<0.01%-18813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,131$236K<0.01%-4,96513F-HRTimelineGroup
Creekside Partners4,000$229K0.1%013F-HRTimeline
HighTower Advisors, LLC3,934$225K<0.01%+9113F-HRTimeline
IFP Advisors, Inc3,707$212K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,672$210K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning3,577$204K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC3,260$186K0.02%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…3,000$171K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC2,361$135K<0.01%+3113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,704$97.4K<0.01%+47113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,522$87K<0.01%013F-HR/ATimelineGroup
Pflug Koory, LLC1,480$84.6K0.04%+313F-HRTimeline
Ankerstar Wealth, LLC1,200$68.6K0.07%13F-HRTimeline
Cherry Tree Wealth Management, LLC1,100$62.9K0.01%new13F-HRTimeline
Asset Dedication, LLC791$45.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…790$45.2K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL477$27.3K<0.01%+313F-HRTimeline
AE Wealth Management LLC474$27.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC468$26.7K<0.01%+313F-HRTimeline
Medallion Wealth Advisors, LLC450$25.7K0.01%013F-HRTimeline
Geneos Wealth Management Inc.433$24.8K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…420$24K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC383$21.9K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…352$20.1K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC341$20K<0.01%+34113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…236$13.5K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc200$11.4K<0.01%013F-HRTimeline
Fairscale Capital, LLC200$11.4K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN180$10.3K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC150$9K<0.01%new13F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC150$8.57K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc100$5.71K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$5.71K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC100$5.71K<0.01%new13F-HRTimeline
Costello Asset Management, INC53$3.04K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…50$2.86K<0.01%-15013F-HRTimeline
Private Wealth Asset Management, LLC46$2.63K<0.01%013F-HRTimeline
Global Retirement Partners, LLC40$2.29K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.38$2.17K<0.01%013F-HRTimeline