Invesco DB Energy Fund (DBE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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M Holdings Securities, Inc.

DECREASED

Shares42,107 from 56,530

Change-14,423 (-26%)

Value$1.5M (+$1.5M)

Filed 2026-11-03

Partners Wealth Management, LLC

INCREASED

Shares17,038 from 16,967

Change+71 (+0%)

Value$625.5K (+$180.6K)

Filed 2026-10-28

American State Bank (Iowa)

UNCHANGED

Shares14,400 from 14,400

Change0 (0%)

Value$528.6K (+$151.1K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

NEW

Shares6,650

Change+6,650

Value$244.1K

Filed 2026-11-02

Citizens Financial Group Inc

NEW

Shares6,615

Change+6,615

Value$242.8K

Filed 2026-10-23

Leo Wealth, LLC

NEW

Shares5,919

Change+5,919

Value$217.3K

Filed 2026-10-26

MGO One Seven LLC

DECREASED

Shares5,871 from 7,760

Change-1,889 (-24%)

Value$215.5K (+$12.1K)

Filed 2026-10-28

WestEnd Advisors, LLC

DECREASED

Shares3,897 from 4,023

Change-126 (-3%)

Value$143.1K (+$37.6K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 9,337

Change-9,337 (-100%)

Value$0 (-$245.0K)

Filed 2026-11-02

Ameriprise Financial Inc

N/A

Shares— from 300,632

Change-300,632 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 225,504

Change-225,504 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 222,561

Change-222,561 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 73,600

Change-73,600 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 62,594

Change-62,594 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 50,304

Change-50,304 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 50,242

Change-50,242 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 49,018

Change-49,018 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 43,906

Change-43,906 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 38,067

Change-38,067 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 36,159

Change-36,159 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 22,694

Change-22,694 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,765

Change-21,765 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 16,246

Change-16,246 (-100%)

Value—

Private Advisory Group LLC

N/A

Shares— from 9,772

Change-9,772 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 9,110

Change-9,110 (-100%)

Value—

Barclays PLC

N/A

Shares— from 5,105

Change-5,105 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,033

Change-5,033 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,556

Change-3,556 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,338

Change-3,338 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,724

Change-2,724 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,681

Change-2,681 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,336

Change-1,336 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 624

Change-624 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 491

Change-491 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 200

Change-200 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 200

Change-200 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 125

Change-125 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 72

Change-72 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 0

Change0

Value—

	Status
M Holdings Securities, Inc.	DECREASED	42,107	56,530	-14,423	-26%	$1.7K	$1.5M	+$1.5M	2026-11-03
Partners Wealth Management, LLC	INCREASED	17,038	16,967	+71	+0%	$444.9K	$625.5K	+$180.6K	2026-10-28
American State Bank (Iowa)	UNCHANGED	14,400	14,400	0	0%	$377.6K	$528.6K	+$151.1K	2026-11-03
Commonwealth Equity Services, LLC	NEW	6,650	—	+6,650	—	—	$244.1K	—	2026-11-02
Citizens Financial Group Inc	NEW	6,615	—	+6,615	—	—	$242.8K	—	2026-10-23
Leo Wealth, LLC	NEW	5,919	—	+5,919	—	—	$217.3K	—	2026-10-26
MGO One Seven LLC	DECREASED	5,871	7,760	-1,889	-24%	$203.5K	$215.5K	+$12.1K	2026-10-28
WestEnd Advisors, LLC	DECREASED	3,897	4,023	-126	-3%	$105.5K	$143.1K	+$37.6K	2026-10-27
Cambridge Investment Research Advisors, Inc.	CLOSED	0	9,337	-9,337	-100%	$245.0K	$0	-$245.0K	2026-11-02
Ameriprise Financial Inc	N/A	—	300,632	-300,632	-100%	$7.2M	—	—	—
Bank of America Corp	N/A	—	225,504	-225,504	-100%	$5.9M	—	—	—
Cambria Investment Management, L.P.	N/A	—	222,561	-222,561	-100%	$5.8M	—	—	—
Equitable Holdings, Inc.	N/A	—	73,600	-73,600	-100%	$1.9M	—	—	—
Cetera Investment Advisers	N/A	—	62,594	-62,594	-100%	$1.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	50,304	-50,304	-100%	$1.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	50,242	-50,242	-100%	$1.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	49,018	-49,018	-100%	$1.3M	—	—	—
LPL Financial LLC	N/A	—	43,906	-43,906	-100%	$1.2M	—	—	—
Flow Traders U.S. LLC	N/A	—	38,067	-38,067	-100%	$998.0K	—	—	—
Raymond James Financial Inc	N/A	—	36,159	-36,159	-100%	$948.1K	—	—	—
Citadel Advisors LLC	N/A	—	22,694	-22,694	-100%	$595.0K	—	—	—
Stifel Financial Corp	N/A	—	21,765	-21,765	-100%	$570.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	16,246	-16,246	-100%	$426.0K	—	—	—
Private Advisory Group LLC	N/A	—	9,772	-9,772	-100%	$256.2K	—	—	—
Picton Mahoney Asset Management	N/A	—	9,110	-9,110	-100%	$238.9K	—	—	—
Barclays PLC	N/A	—	5,105	-5,105	-100%	$133.9K	—	—	—
UBS Group AG	N/A	—	5,033	-5,033	-100%	$132.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,556	-3,556	-100%	$93.2K	—	—	—
Morgan Stanley	N/A	—	3,338	-3,338	-100%	$87.5K	—	—	—
Royal Bank of Canada	N/A	—	2,724	-2,724	-100%	$71.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,681	-2,681	-100%	$70.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,336	-1,336	-100%	$35.0K	—	—	—
Wells Fargo & Company	N/A	—	1,200	-1,200	-100%	$31.5K	—	—	—
Bank of Montreal	N/A	—	624	-624	-100%	$16.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	491	-491	-100%	$12.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	200	-200	-100%	$5.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	200	-200	-100%	$5.2K	—	—	—
National Bank of Canada	N/A	—	125	-125	-100%	$3.3K	—	—	—
BFC Planning, Inc.	N/A	—	72	-72	-100%	$1.9K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$26	—	—	—
Institute for Wealth Management, Llc.	N/A	—	0	0	—	$10	—	—	—

Showing 41 of 41 institutions