SEC 13F Intelligence

DJDINVESCO EXCHANGE TRADED FD T

CUSIP 46137V605 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exchange Traded Fd T (DJD) has 90 institutional holders in Filings Flow’s 13F database, together reporting 2.59M shares worth $155M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cibc World Market Inc., and Mra Advisory Group.

Institutional Holders
90
Q1 2026
Reported Value
$155M
Ticker
DJD
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 12Q1 ’19Q2 ’19: 12Q3 ’19: 15Q4 ’19: 19Q1 ’20: 14Q1 ’20Q2 ’20: 21Q3 ’20: 19Q4 ’20: 18Q1 ’21: 23Q1 ’21Q2 ’21: 31Q3 ’21: 32Q4 ’21: 35Q1 ’22: 37Q1 ’22Q2 ’22: 41Q3 ’22: 46Q4 ’22: 54Q1 ’23: 52Q1 ’23Q2 ’23: 52Q3 ’23: 51Q4 ’23: 56Q1 ’24: 52Q1 ’24Q2 ’24: 55Q3 ’24: 53Q4 ’24: 61Q1 ’25: 62Q1 ’25Q2 ’25: 67Q3 ’25: 69Q4 ’25: 82Q1 ’26: 90Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $5MQ1 ’19Q2 ’19: $9MQ3 ’19: $9MQ4 ’19: $27MQ1 ’20: $10MQ1 ’20Q2 ’20: $63MQ3 ’20: $10MQ4 ’20: $101MQ1 ’21: $28MQ1 ’21Q2 ’21: $38MQ3 ’21: $20MQ4 ’21: $21MQ1 ’22: $21MQ1 ’22Q2 ’22: $32MQ3 ’22: $71MQ4 ’22: $46MQ1 ’23: $43MQ1 ’23Q2 ’23: $43MQ3 ’23: $42MQ4 ’23: $145MQ1 ’24: $114MQ1 ’24Q2 ’24: $109MQ3 ’24: $118MQ4 ’24: $121MQ1 ’25: $125MQ1 ’25Q2 ’25: $141MQ3 ’25: $132MQ4 ’25: $143MQ1 ’26: $155MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
LPL Financial LLC$376.6B AUM0.01%$31M517.3KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.05%$29M484.8KQ1 2026
MRA Advisory Group$276M AUM6.06%$15M248.9KQ1 2026
David Kennon Inc$279M AUM4.65%$13M217.0KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$9M153.3KQ1 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM2.18%$7M110.1KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.03%$4M69.5KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$3M48.5KQ1 2026
WCG Wealth Advisors LLC$3.6B AUM0.08%$3M46.1KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M42.1KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M40.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M39.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M38.2KQ1 2026
World Investment Advisors$6.2B AUM0.04%$2M37.7KQ1 2026
Venture Visionary Partners LLC$3.0B AUM0.06%$2M31.2KQ1 2026
RETIREMENT PLANNING GROUP, LLC / NY$155M AUM1.14%$2M29.7KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M29.5KQ1 2026
PW Nova Financial Services LLC$399M AUM0.40%$2M26.9KQ1 2026
Keebeck Wealth Management$889M AUM0.18%$2M26.4KQ1 2026
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.05%$2M25.3KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$1M21.5KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.03%$1M18.4KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$963,96016.1KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$928,41615.5KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$908,04815.2KQ1 2026
Wealthcare Advisory Partners LLC$5.3B AUM0.02%$851,27114.3KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$841,00014.1KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$677,71411.5KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.02%$631,45210.6KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$621,71410.4KQ1 2026
Good Life Advisors, LLC$1.6B AUM0.04%$614,21311.5KQ2 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$598,75510.0KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$597,40010.0KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$573,11310.4KQ3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$571,40010.0KQ4 2025OLDER
BRASS TAX WEALTH MANAGEMENT, INC$602M AUM0.09%$570,66010.3KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$547,6369.2KQ1 2026
NTV ASSET MANAGEMENT LLC$910M AUM0.06%$533,1808.9KQ1 2026
WORLD EQUITY GROUP, INC.$447M AUM0.14%$527,4359.9KQ2 2025OLDER
Three Cord True Wealth Management, LLC$180M AUM0.29%$524,2178.8KQ1 2026
WealthPlan Investment Management, LLC$1.8B AUM0.03%$511,9758.6KQ1 2026
Storen Legacy Partners, LLC$367M AUM0.15%$485,6308.1KQ1 2026
Jaffetilchin Investment Partners, LLC$1.7B AUM0.03%$455,7687.6KQ1 2026
Astoria Portfolio Advisors LLC.$470M AUM0.09%$443,6307.4KQ1 2026
Barry Investment Advisors, LLC$478M AUM0.10%$416,8287.6KQ3 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.02%$376,2626.3KQ1 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$337,7105.7KQ1 2026
Essex Financial Services, Inc.$1.8B AUM0.02%$334,0665.6KQ1 2026
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$332,8875.6KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$331,4385.5KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$322,4585.4KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$310,0005.2KQ1 2026
NorthCoast Asset Management LLC$4.3B AUM0.00%$301,9355.5KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$285,7704.8KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$269,6664.5KQ1 2026
Krilogy Financial LLC$3.1B AUM0.01%$268,2784.5KQ1 2026
Mariner, LLC$85.7B AUM0.00%$262,4934.4KQ1 2026
Regal Investment Advisors LLC$1.7B AUM0.01%$244,6364.1KQ1 2026
Creative Planning$147.4B AUM0.00%$241,0414.0KQ1 2026
Creekside Partners$243M AUM0.10%$238,9604.0KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$238,0714.0KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.00%$237,8514.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$236,0454.1KQ4 2025OLDER
First Heartland Consultants, Inc.$1.5B AUM0.02%$214,5703.6KQ1 2026
BRIGHTON JONES LLC$2.4B AUM0.01%$208,6243.8KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$206,9993.5KQ1 2026
HHM Wealth Advisors, LLC$996M AUM0.02%$187,5243.1KQ1 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM0.03%$171,4203.0KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$162,0752.7KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$118,7502.0KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$91,7611.5KQ1 2026
Pflug Koory, LLC$218M AUM0.04%$88,6181.5KQ1 2026
Berkshire Money Management, Inc.$976M AUM0.01%$82,4981.6KQ2 2025OLDER
Ankerstar Wealth, LLC$95M AUM0.07%$68,5681.2KQ4 2025OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.01%$65,7141.1KQ1 2026
Synergy Investment Management, LLC$306M AUM0.02%$59,7401.0KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$47,519795Q1 2026
Asset Dedication, LLC$1.4B AUM0.00%$47,255791Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$45,402760Q1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$36,963625Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$35,008586Q1 2026
Innovative Asset Advisors Group, LLC$173M AUM0.02%$31,413526Q1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$27,266477Q4 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.01%$26,883450Q1 2026
Bogart Wealth, LLC$2.6B AUM0.00%$26,748468Q4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$25,923434Q1 2026
SYM FINANCIAL Corp$1.0B AUM0.00%$24,214405Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$22,651383Q1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$21,028352Q1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$20,194341Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$19,416325Q1 2026
VANGUARD ADVISERS INC$25.5B AUM0.00%$18,957317Q1 2026
Tradewinds Capital Management, LLC$504M AUM0.00%$18,633312Q1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$13,919233Q1 2026
Fairscale Capital, LLC$145M AUM0.01%$11,948200Q1 2026
CWM, LLC$38.1B AUM0.00%$9,000150Q4 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$8,961150Q1 2026
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.00%$8,961150Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$5,974100Q1 2026
Capital Investment Counsel, Inc$816M AUM0.00%$5,714100Q4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$5,714100Q4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$3,34556Q1 2026
Costello Asset Management, INC$289M AUM0.00%$3,20554Q1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$2,85750Q4 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$2,74846Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$2,28640Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,27038Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$1,06420Q2 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2394Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$641Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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