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Disclosery

DJD INVESCO EXCHANGE TRADED FD T

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DJ INDL AVG DV (fund)

90 managers (90 13F filers) reported a position in DJD shares at 2026-03-31, 2,594,832 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
90
13F filers
90
New
14
Added
28
Reduced
26
Sold out
9
Shares held by filers
2,594,832

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC517,314$30.9M0.01%-127,08713F-HRTimeline
CIBC WORLD MARKET INC.484,818$29M0.05%-11,54913F-HRTimeline
MRA Advisory Group248,929$14.9M6.07%+1,71713F-HRTimeline
David Kennon Inc216,952$13M4.65%+10,90513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/153,319$9.16M<0.01%+6,41813F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC110,100$6.58M2.18%new13F-HRTimeline
Integrated Wealth Concepts LLC69,545$4.15M0.03%-12,03713F-HRTimeline
Cetera Investment Advisers48,457$2.89M<0.01%+2,90813F-HRTimeline
WCG Wealth Advisors LLC46,094$2.75M0.08%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,065$2.51M<0.01%-10413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,435$2.42M<0.01%+3,04213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,712$2.37M0.01%+2,15713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,179$2.28M<0.01%+21,71913F-HRTimelineGroup
World Investment Advisors37,653$2.25M0.04%+27813F-HRTimeline
Venture Visionary Partners LLC31,249$1.87M0.06%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY29,653$1.77M1.14%-2,28813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,493$1.76M<0.01%+1,18013F-HRTimeline
PW Nova Financial Services LLC26,919$1.61M0.4%new13F-HRTimeline
Keebeck Wealth Management26,390$1.58M0.18%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,339$1.51M0.05%-2,30913F-HRTimelineGroup
Janney Montgomery Scott LLC21,478$1.28M<0.01%-4613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,423$1.1M0.03%new13F-HRTimelineGroup
Private Advisor Group, LLC16,136$964K<0.01%+1,18713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,541$928K<0.01%-76913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,200$908K0.01%-1,29313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,250$851K0.02%-1,60313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,086$841K<0.01%+21813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,506$678K<0.01%+3,06713F-HRTimelineGroup
GTS SECURITIES LLC10,570$631K0.02%-12,40613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,407$622K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,022$599K0.01%+1,17013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,000$597K<0.01%13F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,167$548K<0.01%+81213F-HRTimelineGroup
NTV Asset Management LLC8,925$533K0.06%-1,00013F-HRTimeline
Three Cord True Wealth Management, LLC8,775$524K0.29%013F-HRTimeline
WealthPlan Investment Management, LLC8,570$512K0.03%-5,46913F-HRTimeline
Storen Legacy Partners, LLC8,129$486K0.15%-1,18613F-HRTimeline
Jaffetilchin Investment Partners, LLC7,629$456K0.03%-1,42813F-HRTimeline
Astoria Portfolio Advisors LLC.7,400$444K0.09%013F-HRTimeline
Kovack Advisors, Inc.6,347$376K0.02%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,653$338K0.02%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,592$334K0.02%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC5,572$333K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,548$331K<0.01%+8013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,398$322K<0.01%-2,46713F-HRTimeline
Cambridge Investment Research Advisors,…5,196$310K<0.01%+23313F-HRTimeline
Merit Financial Group, LLC4,784$286K<0.01%-15113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,514$270K<0.01%+84213F-HRTimelineGroup
Krilogy Financial LLC4,462$268K0.01%-213F-HRTimeline
Mariner, LLCin group Mariner, LLC4,394$262K<0.01%new13F-HRTimelineGroup
Regal Investment Advisors LLC4,095$245K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning4,035$241K<0.01%+45813F-HRTimelineGroup
Creekside Partners4,000$239K0.1%013F-HRTimeline
HighTower Advisors, LLC3,985$238K<0.01%+5113F-HRTimeline
Prospera Financial Services Inc3,979$238K<0.01%-27013F-HRTimeline
First Heartland Consultants, Inc.3,592$215K0.02%-1,28913F-HRTimeline
IFP Advisors, Inc3,465$207K<0.01%-24213F-HRTimeline
HHM Wealth Advisors, LLC3,139$188K0.02%-12113F-HRTimeline
FMR LLCin group FMR LLC2,713$162K<0.01%+35213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,987$119K<0.01%+28313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,536$91.8K<0.01%+1413F-HRTimelineGroup
Pflug Koory, LLC1,483$88.6K0.04%+313F-HRTimeline
Cherry Tree Wealth Management, LLC1,100$65.7K0.01%013F-HRTimeline
Synergy Investment Management, LLC1,000$59.7K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…795$47.5K<0.01%+513F-HRTimeline
Asset Dedication, LLC791$47.3K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/760$45.4K<0.01%-7,98013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…625$37K<0.01%+20513F-HRTimeline
AE Wealth Management LLC586$35K<0.01%+11213F-HRTimeline
Innovative Asset Advisors Group, LLC526$31.4K0.02%13F-HRTimeline
Medallion Wealth Advisors, LLC450$26.9K0.01%013F-HRTimeline
Geneos Wealth Management Inc.434$25.9K<0.01%+113F-HRTimeline
SYM FINANCIAL Corp405$24.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC383$22.7K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…352$21K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC341$20.2K<0.01%013F-HRTimeline
Advisory Services Network, LLC325$19.4K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC317$19K<0.01%13F-HRTimelineGroup
Tradewinds Capital Management, LLC312$18.6K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…233$13.9K<0.01%-313F-HRTimelineGroup
Fairscale Capital, LLC200$11.9K0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC150$8.96K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc150$8.96K<0.01%-5013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$5.97K<0.01%013F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC56$3.35K<0.01%new13F-HRTimeline
Costello Asset Management, INC54$3.21K<0.01%+113F-HRTimeline
Private Wealth Asset Management, LLC46$2.75K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.38$2.27K<0.01%013F-HRTimeline
Clearstead Advisors, LLC4$239<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$64<0.01%-17913F-HR/ATimelineGroup