INVESCO DB US DLR INDEX TR shareholder history

Current and past INVESCO DB US DLR INDEX TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 25250.00%0.00%0.02%Q2 2018Q2 202473
SUSQUEHANNA INTERNATIONAL GROUP, LLP 25250.00%0.01%0.07%Q2 2018Q2 202468
Cutler Group LLC / CA 2030.00%0.04%0.71%Q2 2018Q1 202457
JANE STREET GROUP, LLC 25250.00%0.00%0.04%Q2 2018Q2 202451
CITIGROUP INC 1370.00%0.01%0.06%Q2 2018Q2 202347
WOLVERINE TRADING, LLC 410.00%0.01%0.04%Q1 2019Q2 202446
BARCLAYS PLC 1860.00%0.00%0.02%Q2 2018Q2 202445
HighTower Advisors, LLC 2310.00%0.01%0.12%Q2 2018Q2 202435
Parallax Volatility Advisers, L.P. 720.00%0.00%0.01%Q2 2018Q2 202333
HAP Trading, LLC 1110.00%0.02%0.17%Q2 2018Q4 202332
UBS Group AG 25250.00%0.00%0.01%Q2 2018Q2 202429
BANK OF AMERICA CORP /DE/ 25250.00%0.00%0.01%Q2 2018Q2 202428
Walleye Trading LLC 510.00%0.00%0.02%Q2 2018Q2 202328
ROYAL BANK OF CANADA 25250.00%0.00%0.01%Q2 2018Q2 202427
LPL Financial LLC 25250.00%0.01%0.06%Q2 2018Q2 202427
WELLS FARGO & COMPANY/MN 25250.00%0.01%0.04%Q2 2018Q2 202426
JPMORGAN CHASE & CO 25250.00%0.00%0.00%Q2 2018Q2 202425
MORGAN STANLEY 25250.00%0.01%0.02%Q2 2018Q2 202425
AMERIPRISE FINANCIAL INC 25250.00%0.00%0.02%Q2 2018Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
GOLDMAN SACHS GROUP INC 510.00%0.00%0.01%Q2 2018Q2 202423
BANK OF MONTREAL /CAN/ 2010.00%0.00%0.01%Q4 2018Q1 202421
COMMONWEALTH EQUITY SERVICES, LLC 11100.00%0.02%0.09%Q2 2018Q2 202421
ENVESTNET ASSET MANAGEMENT INC 1810.00%0.00%0.00%Q2 2018Q2 202421
IFP Advisors, Inc 1030.00%0.16%0.79%Q2 2018Q2 202421
TWO SIGMA SECURITIES, LLC 1110.00%0.02%0.04%Q2 2018Q2 202420
Advisory Services Network, LLC 1110.00%0.06%0.56%Q2 2018Q2 202419
WELLINGTON MANAGEMENT GROUP LLP 19190.00%0.00%0.00%Q2 2018Q4 202219
Quantitative Advantage, LLC 19190.43%0.62%0.83%Q2 2018Q4 202219
Cambridge Investment Research Advisors, Inc. 1120.00%0.03%0.15%Q2 2018Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.01%0.04%Q1 2020Q2 202418
Bank of New York Mellon Corp 990.00%0.00%0.00%Q2 2018Q2 202418
RAYMOND JAMES & ASSOCIATES 1010.00%0.00%0.01%Q2 2018Q2 202418
Verity Asset Management, Inc. 1530.20%0.58%0.86%Q2 2018Q1 202318
IMC-Chicago, LLC 810.00%0.01%0.02%Q4 2019Q2 202418
Qube Research & Technologies Ltd 980.00%0.05%0.12%Q4 2019Q2 202417
IndexIQ Advisors LLC 16160.00%0.29%1.22%Q2 2018Q1 202216
XR Securities LLC 610.00%0.04%0.39%Q3 2018Q1 202316
BLAIR WILLIAM & CO/IL 16160.00%0.00%0.00%Q3 2020Q2 202416
Cetera Advisor Networks LLC 1010.00%0.02%0.08%Q2 2018Q4 202316
Geneos Wealth Management Inc. 1010.00%0.01%0.14%Q2 2018Q2 202316
PNC FINANCIAL SERVICES GROUP, INC. 820.00%0.00%0.00%Q2 2018Q4 202316
SG Americas Securities, LLC 1510.00%0.01%0.03%Q2 2019Q2 202316
Tower Research Capital LLC (TRC) 1510.00%0.00%0.01%Q4 2019Q2 202416
Prime Capital Investment Advisors, LLC 1230.00%0.03%0.14%Q2 2018Q4 202215
Carroll Financial Associates, Inc. 15150.00%0.01%0.04%Q2 2018Q4 202115
AE Wealth Management LLC 1410.01%0.02%0.06%Q1 2020Q4 202315
Jacobi Capital Management LLC 14140.00%0.00%0.00%Q2 2018Q3 202114
DEUTSCHE BANK AG\ 1130.00%0.00%0.01%Q2 2018Q1 202314
MML INVESTORS SERVICES, LLC 910.00%0.01%0.03%Q2 2018Q2 202414
American Portfolios Advisors 1110.00%0.00%0.00%Q2 2018Q3 202214
Janney Montgomery Scott LLC 810.00%0.01%0.05%Q1 2019Q2 202414
NEXT Financial Group, Inc 760.00%0.00%0.01%Q3 2018Q4 202113
Kovack Advisors, Inc. 1210.02%0.03%0.04%Q1 2021Q2 202413
Trek Financial, LLC 1110.02%0.80%2.80%Q1 2020Q2 202413
Foundations Investment Advisors, LLC 510.01%2.65%26.13%Q1 2019Q2 202413
Financial Advocates Investment Management 12120.02%0.04%0.07%Q1 2020Q4 202212
SCOTIA CAPITAL INC. 910.00%0.03%0.07%Q3 2018Q3 202312
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.03%0.08%Q3 2019Q3 202212
Raymond James Financial Services Advisors, Inc. 710.00%0.01%0.01%Q2 2018Q4 202312
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q2 2018Q1 202311
Focus Financial Network, Inc. 520.02%0.04%0.05%Q1 2021Q2 202411
Cetera Advisors LLC 810.00%0.08%0.27%Q2 2019Q3 202311
CWM, LLC 11110.00%0.01%0.01%Q4 2021Q2 202411
TRUIST FINANCIAL CORP 740.00%0.00%0.02%Q4 2019Q1 202411
OLIVER LAGORE VANVALIN INVESTMENT GROUP 10100.00%0.14%0.68%Q1 2022Q2 202411
Rockefeller Capital Management L.P. 710.00%0.00%0.03%Q3 2019Q4 202210
Private Advisor Group, LLC 510.01%0.02%0.06%Q1 2020Q2 202410
Integrated Wealth Concepts LLC 910.01%0.01%0.02%Q2 2020Q2 202410
Compton Financial Group, LLC 10101.97%2.21%2.55%Q1 2022Q2 202410
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.03%0.05%0.08%Q3 2018Q4 202010
Global Retirement Partners, LLC 10100.00%0.01%0.10%Q1 2022Q2 202410
4Thought Financial Group Inc. 550.06%0.09%0.19%Q1 2021Q2 202410
Belpointe Asset Management LLC 820.02%0.07%0.11%Q3 2018Q1 202410
NATIONAL BANK OF CANADA /FI/ 10100.00%0.00%0.00%Q1 2022Q2 202410
GTS SECURITIES LLC 440.00%0.00%0.01%Q3 2023Q2 20249
Financial Architects, Inc 310.01%0.31%0.92%Q3 2018Q1 20239
Sowell Financial Services LLC 710.00%0.01%0.06%Q3 2019Q1 20239
CAPTRUST FINANCIAL ADVISORS 310.00%0.00%0.01%Q1 2019Q2 20249
BNP PARIBAS FINANCIAL MARKETS 630.00%0.01%0.02%Q1 2022Q2 20249
NVWM, LLC 310.12%0.32%0.80%Q4 2018Q3 20229
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.01%Q1 2021Q2 20249
Jefferies Group LLC 620.01%0.03%0.08%Q2 2018Q3 20229
Cypress Capital Management LLC (WY) 990.00%1.58%5.36%Q2 2022Q2 20249
PRIVATE TRUST CO NA 990.01%0.03%0.05%Q2 2022Q2 20249
Parallel Advisors, LLC 990.00%0.01%0.01%Q2 2022Q2 20249
Executive Wealth Management, LLC 410.02%0.38%0.93%Q4 2018Q4 20229
Hexagon Capital Partners LLC 990.00%0.00%0.00%Q3 2020Q3 20229
TAP Consulting, LLC 990.09%1.26%4.05%Q2 2022Q2 20249
D.A. DAVIDSON & CO. 990.00%0.01%0.01%Q1 2022Q1 20249
Brookstone Capital Management 710.00%0.03%0.08%Q1 2020Q3 20238
STIFEL FINANCIAL CORP 510.00%0.00%0.00%Q4 2018Q1 20238
EXCHANGE TRADED CONCEPTS, LLC 410.09%1.92%8.44%Q3 2020Q2 20248
SEI INVESTMENTS CO 410.00%0.00%0.00%Q4 2018Q1 20238
Client First Capital LLC 884.09%6.70%8.90%Q1 2022Q4 20238
Rampart Investment Management Company, LLC 880.00%0.28%0.62%Q3 2018Q2 20208
AVANTAX ADVISORY SERVICES, INC. 510.00%0.00%0.00%Q3 2020Q2 20248
Solstein Capital, LLC 410.48%1.60%2.92%Q2 2018Q3 20228
Clearview Wealth Advisors LLC 710.00%0.30%2.31%Q4 2021Q4 20238
CABANA LLC 510.08%4.32%16.74%Q1 2019Q1 20248
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 880.02%1.02%1.39%Q1 2021Q4 20228
FLOW TRADERS U.S. LLC 510.02%0.09%0.24%Q3 2020Q2 20248
HRT FINANCIAL LP 410.00%0.03%0.18%Q2 2018Q2 20248
Householder Group Estate & Retirement Specialist, LLC 440.01%0.39%2.33%Q2 2022Q2 20248
Advisors Preferred, LLC 610.00%0.03%0.10%Q1 2019Q3 20238
TD ASSET MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
Verition Fund Management LLC 220.06%0.20%0.32%Q1 2021Q4 20227
GeoWealth Management, LLC 410.00%0.82%5.59%Q3 2020Q1 20247
RETIREMENT FINANCIAL SOLUTIONS, LLC 770.57%0.62%0.71%Q4 2022Q2 20247
Castleview Partners, LLC 770.00%0.29%1.05%Q1 2022Q3 20237
Koshinski Asset Management, Inc. 610.01%0.08%0.17%Q3 2020Q1 20237
Connectus Wealth, LLC 770.03%0.08%0.18%Q1 2022Q3 20237
Sunbelt Securities, Inc. 310.00%0.03%0.07%Q2 2022Q2 20247
Mutual Advisors, LLC 610.01%0.04%0.09%Q3 2022Q2 20247
CENTAURUS FINANCIAL, INC. 310.01%0.12%0.29%Q2 2018Q3 20237
Kestra Advisory Services, LLC 610.00%0.01%0.01%Q2 2022Q2 20247
Advisor Group, Inc. 770.00%0.00%0.01%Q2 2018Q4 20197
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 430.00%0.27%0.48%Q2 2022Q2 20247
Western Standard LLC 776.91%9.25%11.03%Q2 2018Q4 20197
COMERICA BANK 310.00%0.00%0.01%Q4 2021Q2 20247
Regal Investment Advisors LLC 610.06%0.15%0.23%Q2 2018Q2 20207
Sage Capital Advisors,llc 771.08%1.36%1.53%Q3 2020Q1 20227
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q2 2018Q4 20216
WEDBUSH SECURITIES INC 310.01%0.07%0.30%Q1 2020Q2 20226
Arkadios Wealth Advisors 660.03%0.05%0.08%Q4 2021Q1 20236
Almanack Investment Partners, LLC. 660.03%0.04%0.05%Q4 2020Q1 20226
PFG Advisors 660.04%0.13%0.30%Q1 2022Q2 20236
Atria Investments, Inc 310.01%0.10%0.19%Q2 2018Q3 20206
Pettinga Financial Advisors LLC 660.22%0.63%1.08%Q4 2020Q1 20226
OPPENHEIMER & CO INC 510.01%0.02%0.03%Q2 2018Q2 20236
Empowered Funds, LLC 420.04%0.67%1.06%Q1 2022Q4 20236
NewEdge Advisors, LLC 210.00%0.01%0.04%Q1 2020Q1 20246
Park Edge Advisors, LLC 510.29%1.18%1.94%Q4 2022Q2 20246
Transamerica Financial Advisors, Inc. 310.00%0.02%0.13%Q4 2018Q4 20226
Farther Finance Advisors, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Fortis Group Advisors, LLC 660.12%3.15%7.27%Q1 2023Q2 20246
SALEM INVESTMENT COUNSELORS INC 660.00%0.00%0.00%Q1 2023Q2 20246
Delos Wealth Advisors, LLC 660.12%1.36%2.04%Q1 2023Q2 20246
Anchor Investment Management, LLC 510.00%0.00%0.00%Q3 2017Q1 20246
VISTA FINANCE, LLC 665.84%13.94%18.36%Q2 2022Q3 20236
Perigon Wealth Management, LLC 310.02%0.05%0.06%Q3 2011Q2 20246
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.01%0.01%0.01%Q3 2018Q4 20196
Orion Portfolio Solutions, LLC 510.00%0.01%0.02%Q2 2020Q4 20226
SYMONS CAPITAL MANAGEMENT INC 660.83%1.03%1.24%Q2 2018Q3 20196
L.M. KOHN & COMPANY 510.18%0.86%2.62%Q1 2022Q3 20236
Diametric Capital, LP 660.16%0.17%0.18%Q4 2022Q1 20246
Private Capital Group, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Knights of Columbus Asset Advisors LLC 660.01%0.01%0.02%Q1 2023Q2 20246
Patriot Financial Group Insurance Agency, LLC 550.02%0.16%0.28%Q1 2022Q1 20235
Cedar Wealth Management, LLC 550.13%0.24%0.35%Q4 2022Q4 20235
Camarda Financial Advisors, LLC 410.02%7.60%24.72%Q1 2019Q4 20225
CoreCap Advisors, LLC 320.00%0.02%0.12%Q2 2022Q2 20245
Crabel Capital Management, LLC 550.18%0.28%0.42%Q2 2018Q2 20195
Lake Hills Wealth Management, LLC 411.51%8.72%11.86%Q1 2022Q3 20235
Baird Financial Group, Inc. 550.00%0.01%0.01%Q4 2021Q4 20225
DAVENPORT & Co LLC 440.00%0.00%0.01%Q3 2021Q2 20225
LOOMIS SAYLES & CO L P 550.00%0.00%0.00%Q3 2022Q3 20235
Paragon Advisors, LLC 550.12%0.28%0.61%Q1 2020Q1 20215
Equitable Holdings, Inc. 550.00%0.03%0.05%Q1 2022Q1 20235
LAZARD ASSET MANAGEMENT LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Tidal Investments LLC 550.03%0.05%0.06%Q1 2022Q1 20235
ProVise Management Group, LLC 550.18%0.30%0.41%Q2 2022Q2 20235
RWA WEALTH PARTNERS, LLC 210.11%0.15%0.20%Q4 2018Q3 20225
SIGNATUREFD, LLC 210.00%0.00%0.00%Q1 2020Q2 20235
Ausdal Financial Partners, Inc. 550.27%0.47%0.60%Q1 2022Q1 20235
FMR LLC 210.00%0.00%0.00%Q4 2018Q1 20245
TRANSCEND CAPITAL ADVISORS, LLC 550.04%0.06%0.09%Q4 2021Q4 20225
Main Street Financial Solutions, LLC 550.03%0.04%0.05%Q1 2021Q1 20225
LINCOLN NATIONAL CORP 410.01%0.03%0.05%Q4 2021Q4 20235
Alphadyne Asset Management LP 210.00%0.64%2.08%Q1 2023Q4 20235
Stratos Wealth Advisors, LLC 320.02%0.29%0.66%Q4 2021Q1 20235
FLAGSTAR ADVISORS INC 550.11%0.13%0.15%Q1 2022Q1 20235
DFPG INVESTMENTS, LLC 440.13%0.21%0.36%Q3 2022Q2 20234
Danda Trouve Investment Management, Inc. 440.24%0.31%0.41%Q4 2021Q3 20224
FOUNDERS FINANCIAL SECURITIES LLC 440.71%0.74%0.77%Q2 2022Q1 20234
DARK FOREST CAPITAL MANAGEMENT LP 440.03%0.06%0.10%Q2 2023Q1 20244
CIBC WORLD MARKET INC. 220.00%0.01%0.01%Q3 2020Q3 20224
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.03%0.06%Q2 2021Q1 20234
WealthTrust Fairport, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Ballew Advisors, Inc 310.42%0.80%1.63%Q3 2020Q4 20224
Capasso Planning Partners LLC 440.21%0.61%1.21%Q2 2022Q1 20234
PROFFITT & GOODSON INC 440.00%0.00%0.00%Q4 2018Q3 20194
Van Hulzen Asset Management, LLC 440.05%0.08%0.11%Q3 2021Q2 20224
Highview Capital Management LLC/DE/ 441.84%4.38%5.78%Q3 2022Q2 20234
Sigma Planning Corp 210.01%0.09%0.23%Q1 2020Q3 20224
Bramshill Investments, LLC 310.00%0.02%0.03%Q4 2022Q2 20244
MARINO, STRAM & ASSOCIATES LLC 440.00%0.00%0.01%Q2 2018Q1 20194
Dorsey Wright & Associates 210.73%0.84%1.01%Q4 2018Q4 20224
Creative Planning 110.00%0.00%0.00%Q3 2018Q1 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 310.00%0.01%0.05%Q3 2020Q2 20234
MONECO Advisors, LLC 440.18%0.25%0.32%Q4 2019Q3 20204
SYNOVUS FINANCIAL CORP 440.02%0.02%0.02%Q2 2018Q1 20194
Newbridge Financial Services Group, Inc. 440.02%0.16%0.40%Q2 2022Q1 20234
STRATEGY ASSET MANAGERS LLC 440.29%0.38%0.41%Q2 2022Q1 20234
Headlands Technologies LLC 310.01%0.06%0.13%Q4 2022Q1 20244
McBroom & Associates, LLC 440.94%1.14%1.57%Q4 2022Q3 20234
WOODWARD DIVERSIFIED CAPITAL, LLC 220.14%0.25%0.41%Q4 2021Q1 20234
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.22%0.84%Q1 2019Q1 20234
Good Life Advisors, LLC 310.02%0.03%0.03%Q1 2023Q2 20244
FIRST AMERICAN TRUST, FSB 210.05%0.07%0.11%Q3 2018Q2 20224
AXXCESS WEALTH MANAGEMENT, LLC 440.02%0.04%0.06%Q2 2022Q1 20234
Stegent Equity Advisors, Inc. 441.08%2.53%5.12%Q2 2022Q1 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
Worth Asset Management, LLC 310.01%0.09%0.24%Q1 2022Q1 20234
National Wealth Management Group, LLC 440.22%0.41%0.61%Q4 2021Q3 20224
Atria Wealth Solutions, Inc. 220.00%0.00%0.01%Q3 2022Q2 20244
Briaud Financial Planning, Inc 210.00%0.00%0.00%Q3 2023Q2 20243
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2018Q4 20223
TD Waterhouse Canada Inc. 330.01%0.01%0.02%Q2 2022Q4 20223
ASSETMARK, INC 330.03%0.03%0.03%Q2 2021Q4 20213
ATLAS CAPITAL ADVISORS LLC 330.01%0.03%0.05%Q2 2022Q4 20223
AXS Investments LLC 210.01%0.12%0.22%Q4 2022Q4 20233
ACADIAN ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Grant/GrossMendelsohn, LLC 332.42%3.03%3.60%Q2 2022Q4 20223
Private Wealth Advisors, LLC 110.00%0.58%1.74%Q1 2020Q3 20223
Accuvest Global Advisors 330.37%3.01%6.72%Q2 2018Q4 20183
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.01%0.01%Q1 2021Q1 20233
Archer Investment Corp 330.04%0.04%0.04%Q2 2020Q4 20203
Steward Partners Investment Advisory, LLC 330.00%0.08%0.15%Q1 2020Q3 20203
Arrow Investment Advisors, LLC 210.20%0.22%0.23%Q4 2018Q2 20223
Belmont Capital, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Brown Miller Wealth Management, LLC 330.22%0.24%0.27%Q2 2022Q4 20223
Baker Avenue Asset Management, LP 330.12%0.14%0.16%Q2 2022Q4 20223
Ocean Park Asset Management, LLC 214.88%46.71%100.00%Q4 2021Q3 20223
Aurora Private Wealth, Inc. 210.14%0.24%0.30%Q3 2022Q4 20233
QUANTRES ASSET MANAGEMENT Ltd 330.50%0.52%0.54%Q2 2018Q4 20183
WESPAC Advisors, LLC 331.19%1.86%3.18%Q1 2023Q3 20233
Simplicity Solutions, LLC 210.01%0.05%0.08%Q1 2020Q4 20203
Trademark Financial Management, LLC 330.28%0.37%0.45%Q4 2023Q2 20243
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Virtu Financial LLC 110.04%0.24%0.35%Q2 2018Q4 20193
Centric Wealth Management 330.12%0.19%0.25%Q4 2023Q2 20243
First Allied Advisory Services, Inc. 330.04%0.05%0.05%Q1 2020Q3 20203
Hilltop Holdings Inc. 210.04%0.64%1.75%Q3 2018Q3 20203
BLUEFIN CAPITAL MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Clarity Financial LLC 220.10%0.18%0.24%Q4 2020Q1 20213
Deer Park Road Corp 110.50%0.92%1.50%Q1 2020Q3 20223
Sound Income Strategies, LLC 330.01%0.07%0.17%Q4 2023Q2 20243
Proficio Capital Partners LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Arete Wealth Advisors, LLC 210.02%0.06%0.12%Q4 2018Q3 20223
SFG Wealth Management, LLC. 331.32%4.37%7.33%Q2 2022Q4 20223
VisionPoint Advisory Group, LLC 330.00%0.03%0.06%Q2 2023Q4 20233
Spire Wealth Management 210.00%0.00%0.00%Q1 2021Q3 20223
STEPHENS INC /AR/ 330.01%0.01%0.01%Q4 2022Q2 20233
Trexquant Investment LP 110.01%0.03%0.06%Q3 2020Q4 20223
Burns Matteson Capital Management, LLC 220.17%0.18%0.18%Q3 2022Q4 20222
K.J. Harrison & Partners Inc 110.54%2.36%4.18%Q1 2020Q4 20212
Pinnacle Bancorp, Inc. 220.02%0.02%0.02%Q4 2018Q1 20192
Global Assets Advisory, LLC 220.35%0.52%0.69%Q3 2022Q4 20222
Mariner, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Larson Financial Group LLC 220.00%0.00%0.00%Q4 2023Q1 20242
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.06%0.08%0.11%Q4 2022Q4 20232
Claraphi Advisory Network, LLC 110.00%0.18%0.37%Q1 2020Q3 20222
TOWNSQUARE CAPITAL LLC 110.01%0.06%0.11%Q2 2022Q4 20222
Kingsview Wealth Management, LLC 220.14%0.15%0.15%Q3 2018Q4 20182
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q4 2021Q1 20222
U S GLOBAL INVESTORS INC 110.01%0.02%0.04%Q3 2023Q1 20242
SILVERLAKE WEALTH MANAGEMENT LLC 220.26%0.38%0.51%Q4 2022Q1 20232
GenWealth Group, Inc. 220.08%0.08%0.08%Q3 2022Q4 20222
JFS WEALTH ADVISORS, LLC 110.00%0.01%0.01%Q1 2020Q4 20202
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
Ferguson Shapiro LLC 110.17%1.14%2.11%Q1 2020Q2 20242
Covenant Multifamily Offices, LLC 220.05%0.05%0.05%Q2 2021Q3 20212
Allworth Financial LP 220.00%0.00%0.00%Q1 2023Q2 20232
WOLVERINE ASSET MANAGEMENT LLC 110.02%0.02%0.03%Q2 2018Q2 20182
High Falls Advisors, Inc 220.26%0.27%0.28%Q4 2018Q1 20192
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q2 2021Q3 20212
AJ WEALTH STRATEGIES, LLC 220.30%0.32%0.34%Q4 2018Q1 20192
3EDGE Asset Management, LP 222.32%2.44%2.56%Q2 2022Q3 20222
OLD MISSION CAPITAL LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Inspire Advisors, LLC 224.03%4.37%4.71%Q2 2022Q3 20222
Dynamic Advisor Solutions LLC 110.00%0.00%0.00%Q2 2018Q1 20202
EverSource Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Gladstone Institutional Advisory LLC 220.02%0.03%0.04%Q3 2022Q4 20222
EWG Elevate Inc. 110.09%0.11%0.13%Q4 2022Q4 20232
Allie Family Office LLC 220.51%0.53%0.54%Q1 2024Q2 20242
Latitude Advisors, LLC 222.06%3.24%4.42%Q2 2022Q3 20222
PAX Financial Group, LLC 223.01%3.30%3.58%Q2 2022Q3 20222
Westover Capital Advisors, LLC 221.02%1.12%1.22%Q3 2022Q4 20222
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q4 2018Q1 20212
Realta Investment Advisors 220.02%0.07%0.11%Q1 2019Q2 20192
Wambolt & Associates, LLC 220.50%0.53%0.56%Q3 2022Q4 20222
GSA CAPITAL PARTNERS LLP 110.09%0.10%0.12%Q2 2022Q4 20222
Capital Analysts, LLC 110.00%0.00%0.00%Q2 2022Q2 20242
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.06%0.18%0.29%Q2 2020Q3 20202
B. Riley Wealth Advisors, Inc. 220.02%0.03%0.04%Q3 2022Q4 20222
HOWE & RUSLING INC 220.00%0.00%0.00%Q2 2022Q3 20222
PRIMORIS WEALTH ADVISORS, LLC 226.08%6.87%7.66%Q3 2022Q4 20222
Inspire Investing, LLC 222.44%2.73%3.01%Q2 2022Q3 20222
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.04%0.24%0.44%Q1 2020Q2 20202
Main Street Research LLC 1113.88%13.88%13.88%Q3 2022Q3 20221
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2019Q3 20191
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
GRIMES & COMPANY, INC. 110.05%0.05%0.05%Q1 2019Q1 20191
WEALTHSOURCE PARTNERS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Islet Management, LP 112.22%2.22%2.22%Q4 2020Q4 20201
Leucadia National 110.02%0.02%0.02%Q3 2023Q3 20231
USCA RIA LLC 110.07%0.07%0.07%Q1 2020Q1 20201
ROMAN BUTLER FULLERTON & CO 110.10%0.10%0.10%Q2 2024Q2 20241
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Capital Wealth Planning, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Sugarloaf Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Price Capital Management, Inc. 1115.67%15.67%15.67%Q3 2023Q3 20231
Weaver Consulting Group 110.03%0.03%0.03%Q3 2020Q3 20201
SCOPUS ASSET MANAGEMENT, L.P. 110.39%0.39%0.39%Q4 2020Q4 20201
BAKER TILLY WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Plante Moran Financial Advisors, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
TUCKER ASSET MANAGEMENT LLC 110.09%0.09%0.09%Q2 2024Q2 20241
DRIVE WEALTH MANAGEMENT, LLC 110.36%0.36%0.36%Q4 2022Q4 20221
Prospera Financial Services Inc 110.04%0.04%0.04%Q3 2022Q3 20221
SCOPIA CAPITAL MANAGEMENT LP 112.14%2.14%2.14%Q1 2020Q1 20201
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SMITH SHELLNUT WILSON LLC /ADV 110.41%0.41%0.41%Q4 2022Q4 20221
CX Institutional 110.01%0.01%0.01%Q1 2019Q1 20191
MILESTONE ASSET MANAGEMENT, LLC 110.27%0.27%0.27%Q2 2024Q2 20241
Paradigm Financial Partners, LLC 110.29%0.29%0.29%Q1 2020Q1 20201
Crow Point Partners, LLC 110.21%0.21%0.21%Q2 2018Q2 20181
VICUS CAPITAL 110.25%0.25%0.25%Q1 2024Q1 20241
Intrua Financial, LLC 111.54%1.54%1.54%Q1 2023Q1 20231
Horiko Capital Management LLC 110.36%0.36%0.36%Q4 2018Q4 20181
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Clear Creek Financial Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
MATHER GROUP, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CIBC Private Wealth Group LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Truadvice, LLC 110.85%0.85%0.85%Q1 2023Q1 20231
Coury Firm Asset Management LLC 110.20%0.20%0.20%Q1 2022Q1 20221
IPG Investment Advisors LLC 110.74%0.74%0.74%Q1 2020Q1 20201
CMC Financial Group 110.65%0.65%0.65%Q1 2023Q1 20231
MASTERS CAPITAL MANAGEMENT LLC 112.53%2.53%2.53%Q2 2019Q2 20191
Integrated Investment Consultants, LLC 110.36%0.36%0.36%Q1 2022Q1 20221
Mission Creek Capital Partners, Inc. 110.42%0.42%0.42%Q4 2022Q4 20221
Insight Advisors, LLC/ PA 110.11%0.11%0.11%Q4 2022Q4 20221
Strategic Financial Concepts, LLC 110.28%0.28%0.28%Q1 2023Q1 20231
EPG Wealth Management LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MYDA Advisors LLC 110.31%0.31%0.31%Q2 2022Q2 20221
Narus Financial Partners, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Hamilton Wealth, LLC 111.31%1.31%1.31%Q1 2020Q1 20201
Banco Santander, S.A. 110.00%0.00%0.00%Q2 2019Q2 20191
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2018Q4 20181
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Cornerstone Wealth Group, LLC 111.22%1.22%1.22%Q1 2020Q1 20201
E&G Advisors, LP 110.22%0.22%0.22%Q1 2020Q1 20201
HANTZ FINANCIAL SERVICES, INC. 110.00%0.00%0.00%Q1 2024Q1 20241
SAXON INTERESTS, INC. 110.61%0.61%0.61%Q3 2022Q3 20221
InterOcean Capital, LLC 110.11%0.11%0.11%Q2 2018Q2 20181
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Jaffetilchin Investment Partners, LLC 110.81%0.81%0.81%Q3 2020Q3 20201
Goldstream Capital Management Ltd 111.48%1.48%1.48%Q4 2021Q4 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
ATWOOD & PALMER INC 110.00%0.00%0.00%Q2 2024Q2 20241
HARTLINE INVESTMENT CORP/ 112.06%2.06%2.06%Q3 2022Q3 20221
Goodman Advisory Group, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Menard Financial Group LLC 111.74%1.74%1.74%Q2 2022Q2 20221
Arlington Capital Management, Inc. 1110.14%10.14%10.14%Q4 2022Q4 20221
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Hunting Hill Global Capital, LLC 110.18%0.18%0.18%Q3 2022Q3 20221
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 110.00%0.00%0.00%Q3 2020Q3 20201
Independent Wealth Network Inc. 110.48%0.48%0.48%Q3 2022Q3 20221
Blue Chip Partners, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Game Plan Financial Advisors, LLC 110.67%0.67%0.67%Q4 2022Q4 20221
Amundi 110.00%0.00%0.00%Q3 2022Q3 20221
M Holdings Securities, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Focused Wealth Management, Inc 110.05%0.05%0.05%Q1 2020Q1 20201
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Hanlon Investment Management, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Maryland Capital Management 110.11%0.11%0.11%Q2 2020Q2 20201
Model Capital Management LLC 110.99%0.99%0.99%Q2 2021Q2 20211
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q2 2021Q2 20211
Tuttle Capital Management, LLC 110.25%0.25%0.25%Q3 2020Q3 20201
Metavasi Capital LP 1119.68%19.68%19.68%Q3 2022Q3 20221
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Weiss Multi-Strategy Advisers LLC 110.04%0.04%0.04%Q2 2018Q2 20181
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2019Q3 20191
Flagship Private Wealth, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Pekin Hardy Strauss, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2018Q2 20181
Davies Financial Advisors, Inc. 112.82%2.82%2.82%Q2 2024Q2 20241
WINTRUST INVESTMENTS LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Community Capital Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SCOGGIN MANAGEMENT LP 112.14%2.14%2.14%Q3 2022Q3 20221
FOCUS FINANCIAL NETWORK INC /ADV 110.01%0.01%0.01%Q4 2023Q4 20231
FREEDOM WEALTH ALLIANCE, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Retirement Group, LLC 110.57%0.57%0.57%Q1 2022Q1 20221
All Season Financial Advisors, Inc. 111.12%1.12%1.12%Q2 2021Q2 20211
Arbor Investment Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Parker Investment Management, LLC 113.01%3.01%3.01%Q3 2022Q3 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Concord Wealth Partners 110.00%0.00%0.00%Q2 2024Q2 20241
Park Place Capital Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Quadrature Capital Ltd 110.02%0.02%0.02%Q2 2024Q2 20241
TCWP LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Howard Capital Management Inc. 110.11%0.11%0.11%Q1 2023Q1 20231
Ceros Financial Services Inc. 110.10%0.10%0.10%Q1 2019Q1 20191
Cetera Investment Advisers 110.01%0.01%0.01%Q1 2024Q1 20241
Financial Services Advisory Inc 110.71%0.71%0.71%Q3 2023Q3 20231
Polar Asset Management Partners Inc. 110.14%0.14%0.14%Q3 2022Q3 20221
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
Dana Investment Advisors, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
WJ Wealth Management, LLC 112.18%2.18%2.18%Q3 2022Q3 20221
Impala Asset Management LLC 117.41%7.41%7.41%Q3 2022Q3 20221
External links

This page lists all the filers that currently own INVESCO DB US DLR INDEX TR or have owned INVESCO DB US DLR INDEX TR in the past.