SEC 13F Intelligence

INVESCO DB US DLR INDEX TR

CUSIP 46141D203

Invesco Db US Dlr Index Tr has 90 institutional holders in Filings Flow’s 13F database, together reporting 13.38M shares worth $361M as of Q1 2026. The largest reported holders are Tidal Investments LLC, Jpmorgan Chase & Co, and Jane Street Group, LLC.

Institutional Holders
90
Q1 2026
Reported Value
$361M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 66Q4 ’18Q1 ’19: 60Q2 ’19: 46Q2 ’19Q3 ’19: 46Q2 ’21: 58Q2 ’21Q4 ’21: 75Q4 ’22: 164Q4 ’22Q4 ’25: 77Q1 ’26: 90Q1 ’26Q2 ’26: 5filingsflow.com
Total reported value
Q4 ’18: $130MQ4 ’18Q1 ’19: $74MQ2 ’19: $119MQ2 ’19Q3 ’19: $78MQ2 ’21: $124MQ2 ’21Q4 ’21: $379MQ4 ’22: $497MQ4 ’22Q4 ’25: $116MQ1 ’26: $361MQ1 ’26Q2 ’26: $19Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
WESPAC Advisors, LLC$183M AUM3.04%$6M200.1KQ1 2026OLDER
Western Standard LLC$190M AUM2.71%$5M185.5KQ1 2026OLDER
RAFFLES ASSOCIATES LP$115M AUM2.53%$3M125.0KQ4 2025OLDER
BASSO CAPITAL MANAGEMENT, L.P.$163M AUM1.61%$3M94.8KQ1 2026OLDER
Blue Capital, Inc.$153M AUM1.19%$2M62.0KQ4 2025OLDER
Exit Wealth Advisors, LLC.$195M AUM1.18%$2M73.6KQ4 2025OLDER
Sollinda Capital Management LLC$412M AUM1.15%$5M170.0KQ1 2026OLDER
POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM0.97%$28M1.01MQ1 2026OLDER
ABLE Financial Group, LLC$511M AUM0.91%$5M167.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.75%$354M12.73MQ1 2026OLDER
Intrua Financial, LLC$969M AUM0.70%$7M243.2KQ1 2026OLDER
Pettinga Financial Advisors LLC$624M AUM0.63%$4M137.7KQ2 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM0.42%$458,83916.7KQ3 2025OLDER
CVS HEALTH Corp$212M AUM0.39%$833,40030.0KQ1 2026OLDER
Wakefield Asset Management LLLP$377M AUM0.36%$1M49.2KQ1 2026OLDER
EHRLICH FINANCIAL GROUP$194M AUM0.35%$608,47222.5KQ4 2025OLDER
CCG WEALTH MANAGEMENT, LLC$369M AUM0.24%$871,59831.4KQ1 2026OLDER
Professional Financial Advisors, LLC$578M AUM0.23%$1M40.8KQ4 2025OLDER
Tactive Advisors, LLC$406M AUM0.22%$743,81227.5KQ4 2025OLDER
City Center Advisors, LLC$123M AUM0.17%$211,4567.4KQ2 2026
Allie Family Office LLC$228M AUM0.16%$360,160624Q1 2026OLDER
Keystone Wealth Services, LLC$468M AUM0.13%$620,68323.0KQ4 2025OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.10%$2M66.3KQ1 2026OLDER
National Wealth Management Group, LLC$269M AUM0.09%$273,08410.1KQ4 2025OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.09%$1M53.7KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.09%$2M63.3KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.09%$1M52.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.09%$14M489.6KQ2 2026
Cornerstone Wealth Management, LLC$2.0B AUM0.09%$2M61.6KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$552,98020.5KQ4 2025OLDER
Mutual Advisors, LLC$4.7B AUM0.07%$3M118.1KQ1 2026OLDER
Narus Financial Partners, LLC$382M AUM0.07%$248,3258.9KQ1 2026OLDER
Delos Wealth Advisors, LLC$175M AUM0.05%$93,7863.4KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.05%$3M117.8KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.04%$150,9365.6KQ4 2025OLDER
4Thought Financial Group Inc.$202M AUM0.03%$66,0712.4KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.03%$4M160.3KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.03%$322,05411.6KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.03%$481,08017.8KQ4 2025OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.02%$27,9741.0KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.02%$2M75.1KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.02%$4M155.7KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$3M107.0KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$2M60.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M52.4KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$272,80310.1KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.01%$372,28013.4KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$287,67210.5KQ3 2025OLDER
Focus Financial Network, Inc.$3.2B AUM0.01%$286,02110.4KQ3 2025OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.01%$130,9834.7KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.01%$27,7801.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$365,91113.5KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$539,12619.6KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$42M1.51MQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$82M2.92MQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$293,38510.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M144.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$8M280.2KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$277,80010.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$21M745.3KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M73.3KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$9M314.7KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$2M32.3KQ3 2025OLDER
IMG Wealth Management, Inc.$157M AUM0.00%$4,565164Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$2M59.5KQ4 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$26,354975Q4 2025OLDER
Summit Financial, LLC$7.8B AUM0.00%$214,6567.7KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.00%$6,417231Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$314,73811.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M58.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$311,96911.5KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$61,1162.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M60.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M268.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$521,89218.8KQ2 2026
&PARTNERS$20.2B AUM0.00%$358,38012.9KQ1 2026OLDER
Provenance Wealth Advisors, LLC$945M AUM0.00%$15,779568Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5M191.4KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$70,5612.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$41,5591.5KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$6,334228Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M193.1KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M39.5KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$421,98315.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$16M607.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$871,46231.7KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$359,45012.9KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$202,6567.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$8M270.5KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$7,210260Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$6,250225Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$277,98910.1KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$317,61411.8KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M53.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M76.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M115.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$10,668384Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$474,39917.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$294,83810.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M65.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$210,3937.6KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$4,289153Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M43.3KQ2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M71.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$15,332552Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$19,446700Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$401,45714.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,05638Q1 2026OLDER
Cypress Capital Management LLC (WY)$108M AUM0.00%$281Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2,778100Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$8,001288Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1355Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$562Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.