UDNINVESCO DB US DLR INDEX TR
CUSIP 46141D104 · Yahoo Finance ↗ · Google Finance ↗
Invesco Db US Dlr Index Tr (UDN) has 36 institutional holders in Filings Flow’s 13F database, together reporting 2.10M shares worth $38M as of Q1 2026. The largest reported holders are Hightower Advisors, LLC, Jane Street Group, LLC, and Jefferies Financial Group Inc..
Institutional Holders
36
Q1 2026
Reported Value
$38M
Ticker
UDN
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| L1 Global Manager Pty Ltd$149M AUM | 1.33% | $2M | 110.0K | Q1 2026 |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.56% | $3M | 144.1K | Q1 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.28% | $4M | 242.2K | Q1 2026 |
| Solstein Capital, LLC$244M AUM | 0.18% | $809,260 | 43.0K | Q3 2025OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.15% | $250,848 | 13.9K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.15% | $1M | 67.0K | Q1 2026 |
| Maltin Wealth Management, Inc.$262M AUM | 0.10% | $269,100 | 14.9K | Q1 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.10% | $358,992 | 19.9K | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 0.03% | $56,520 | 3.1K | Q1 2026 |
| Legacy Bridge, LLC$262M AUM | 0.03% | $76,500 | 4.3K | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.03% | $101,490 | 5.4K | Q2 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $5M | 255.8K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $490,410 | 27.2K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $373,615 | 19.9K | Q3 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $49,500 | 2.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 591.4K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $207,340 | 11.0K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $457,020 | 25.4K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $993,989 | 54.5K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $325,800 | 18.1K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $392,726 | 21.8K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 72.2K | Q3 2025OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $1,800 | 100 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 338.5K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $24,277 | 1.3K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 196.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $98,118 | 5.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 142.3K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $548,658 | 30.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $88,108 | 4.8K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 57.4K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $262,652 | 14.0K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 137.1K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $139,463 | 7.6K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $294,865 | 16.2K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $191,237 | 10.1K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 150.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,378 | 1.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $591,930 | 32.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $94,842 | 5.3K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,934 | 106 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 66.0K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $96,606 | 5.4K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,021 | 56 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $4,338 | 241 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $109,000 | 6.1K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,350 | 75 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $27,000 | 1.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $568 | 30 | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $900 | 50 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $36 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.