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Invesco DB Precious Metals F (DBP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares43,212 from 39,619
Change+3,593 (+9%)
Value$4.1M (+$464.6K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares35,278 from 35,587
Change-309 (-1%)
Value$3.4M (+$79.4K)
Filed 2026-11-05
Seven Hills Financial, LLC
NEW
Shares29,332
Change+29,332
Value$2.8M
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,708 from 10,693
Change+15 (+0%)
Value$1.0M (+$34.0K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares9,125 from 14,482
Change-5,357 (-37%)
Value$871.8K (-$467.4K)
Filed 2026-11-06
Eddie Patel Inc
NEW
Shares8,548
Change+8,548
Value$816.6K
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED
Shares6,562 from 6,585
Change-23 (0%)
Value$626.9K (+$18.0K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
NEW
Shares5,813
Change+5,813
Value$555.4K
Filed 2026-10-16
American State Bank (Iowa)
DECREASED
Shares5,793 from 5,918
Change-125 (-2%)
Value$553.4K (+$6.2K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares5,400 from 9,946
Change-4,546 (-46%)
Value$467.0K (-$452.7K)
Filed 2026-11-04
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$477.7K (+$15.7K)
Filed 2026-11-06
Focus Financial Network, Inc.
DECREASED
Shares3,815 from 3,948
Change-133 (-3%)
Value$364.5K (-$624)
Filed 2026-10-14
Commonwealth Equity Services, LLC
UNCHANGED
Shares3,690 from 3,690
Change0 (0%)
Value$352.5K (+$11.3K)
Filed 2026-11-02
Artesa Financial Group, LLC
DECREASED
Shares3,664 from 3,759
Change-95 (-3%)
Value$350.0K (+$2.4K)
Filed 2026-10-29
Retirement Planning Group, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$286.6K (+$9.2K)
Filed 2026-10-19
WestEnd Advisors, LLC
NEW
Shares1,331
Change+1,331
Value$127.2K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares583 from 493
Change+90 (+18%)
Value$55.7K (+$10.1K)
Filed 2026-11-05
Three Bridge Wealth Advisors, LLC
NEW
Shares200
Change+200
Value$19.1K
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares99 from 150
Change-51 (-34%)
Value$9.5K (-$4.4K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$9.3K (+$297)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares35 from 30
Change+5 (+17%)
Value$3.3K (+$569)
Filed 2026-11-06
Power Wealth Management LLC
CLOSED
Shares0 from 11,343
Change-11,343 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-27
VestGen Advisors, LLC
CLOSED
Shares0 from 7,740
Change-7,740 (-100%)
Value$0 (-$715.7K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 6,461
Change-6,461 (-100%)
Value$0 (-$597.5K)
Filed 2026-10-21
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 6,461
Change-6,461 (-100%)
Value$0 (-$597.5K)
Filed 2026-11-02
Gibbs Wealth Management
CLOSED
Shares0 from 5,255
Change-5,255 (-100%)
Value$0 (-$486.0K)
Filed 2026-10-22
Avior Wealth Management, LLC
CLOSED
Shares0 from 2,242
Change-2,242 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-13
Portside Wealth Group, LLC
CLOSED
Shares0 from 2,183
Change-2,183 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$55.4K)
Filed 2026-10-28
Wells Fargo & Company
N/A
Shares— from 281,476
Change-281,476 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 238,800
Change-238,800 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 215,317
Change-215,317 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 143,360
Change-143,360 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 127,217
Change-127,217 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 125,677
Change-125,677 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 47,621
Change-47,621 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 41,442
Change-41,442 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 39,958
Change-39,958 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 28,950
Change-28,950 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,222
Change-26,222 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,762
Change-11,762 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,358
Change-10,358 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,854
Change-9,854 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,633
Change-8,633 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,264
Change-8,264 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 890
Change-890 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 504
Change-504 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 70
Change-70 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
LPL Financial LLC
INCREASED43,21239,619+3,593+9%$3.7M$4.1M+$464.6K2026-11-06
Fifth Third Bancorp
DECREASED35,27835,587-309-1%$3.3M$3.4M+$79.4K2026-11-05
Seven Hills Financial, LLC
NEW29,332—+29,332——$2.8M—2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED10,70810,693+15+0%$989.0K$1.0M+$34.0K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED9,12514,482-5,357-37%$1.3M$871.8K-$467.4K2026-11-06
Eddie Patel Inc
NEW8,548—+8,548——$816.6K—2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED6,5626,585-230%$608.9K$626.9K+$18.0K2026-10-30
Concurrent Investment Advisors, LLC
NEW5,813—+5,813——$555.4K—2026-10-16
American State Bank (Iowa)
DECREASED5,7935,918-125-2%$547.3K$553.4K+$6.2K2026-11-03
Prospera Financial Services Inc
DECREASED5,4009,946-4,546-46%$919.7K$467.0K-$452.7K2026-11-04
Lester Murray Antman dba SimplyRich
UNCHANGED5,0005,00000%$462.0K$477.7K+$15.7K2026-11-06
Focus Financial Network, Inc.
DECREASED3,8153,948-133-3%$365.1K$364.5K-$6242026-10-14
Commonwealth Equity Services, LLC
UNCHANGED3,6903,69000%$341.2K$352.5K+$11.3K2026-11-02
Artesa Financial Group, LLC
DECREASED3,6643,759-95-3%$347.6K$350.0K+$2.4K2026-10-29
Retirement Planning Group, LLC
UNCHANGED3,0003,00000%$277.4K$286.6K+$9.2K2026-10-19
WestEnd Advisors, LLC
NEW1,331—+1,331——$127.2K—2026-10-27
Rossby Financial, LCC
INCREASED583493+90+18%$45.6K$55.7K+$10.1K2026-11-05
Three Bridge Wealth Advisors, LLC
NEW200—+200——$19.1K—2026-11-05
Compass Financial Management LLC
DECREASED99150-51-34%$13.9K$9.5K-$4.4K2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED979700%$9.0K$9.3K+$2972026-10-20
Clearstead Advisors, LLC
INCREASED3530+5+17%$2.8K$3.3K+$5692026-11-06
Power Wealth Management LLC
CLOSED011,343-11,343-100%$1.0M$0-$1.0M2026-10-27
VestGen Advisors, LLC
CLOSED07,740-7,740-100%$715.7K$0-$715.7K2026-10-27
Axxcess Wealth Management, LLC
CLOSED06,461-6,461-100%$597.5K$0-$597.5K2026-10-21
Brown Miller Wealth Management, LLC
CLOSED06,461-6,461-100%$597.5K$0-$597.5K2026-11-02
Gibbs Wealth Management
CLOSED05,255-5,255-100%$486.0K$0-$486.0K2026-10-22
Avior Wealth Management, LLC
CLOSED02,242-2,242-100%$207.3K$0-$207.3K2026-10-13
Portside Wealth Group, LLC
CLOSED02,183-2,183-100%$201.9K$0-$201.9K2026-10-20
Financial Network Wealth Advisors LLC
CLOSED0599-599-100%$55.4K$0-$55.4K2026-10-28
Wells Fargo & Company
N/A—281,476-281,476-100%$26.0M———
Texas Yale Capital Corp.
N/A—238,800-238,800-100%$22.1M———
Manufacturers Life Insurance Company, the
N/A—215,317-215,317-100%$19.9M———
Osaic Holdings, Inc.
N/A—143,360-143,360-100%$13.3M———
Equitable Holdings, Inc.
N/A—127,217-127,217-100%$11.9M———
Envestnet Asset Management Inc
N/A—125,677-125,677-100%$11.6M———
GTS Securities LLC
N/A—50,000-50,000-100%$4.6M———
Ameriprise Financial Inc
N/A—47,621-47,621-100%$4.4M———
Dorsey Wright & Associates
N/A—41,442-41,442-100%$3.8M———
Great Valley Advisor Group, Inc.
N/A—39,958-39,958-100%$3.7M———
Cetera Investment Advisers
N/A—28,950-28,950-100%$2.7M———
Jane Street Group, LLC
N/A—26,222-26,222-100%$2.4M———
Stifel Financial Corp
N/A—11,762-11,762-100%$1.1M———
Royal Bank of Canada
N/A—10,358-10,358-100%$958.0K———
OneAscent Financial Services LLC
N/A—9,854-9,854-100%$911.3K———
Principal Securities, Inc.
N/A—8,633-8,633-100%$798.3K———
Morgan Stanley
N/A—8,264-8,264-100%$764.3K———
VestGen Investment Management
N/A—7,542-7,542-100%$697.4K———
Legacy Capital Group California, Inc.
N/A—5,761-5,761-100%$532.7K———
Gateway Wealth Partners, LLC
N/A—4,724-4,724-100%$436.8K———
Advyzon Investment Management, LLC
N/A—4,124-4,124-100%$381.4K———
Ausdal Financial Partners, Inc.
N/A—4,060-4,060-100%$375.4K———
CIBC World Market Inc.
N/A—3,871-3,871-100%$358.0K———
MML Investors Services, LLC
N/A—2,511-2,511-100%$232.2K———
Mason & Associates Inc
N/A—2,479-2,479-100%$229.2K———
Dimension Capital Management LLC
N/A—2,330-2,330-100%$215.5K———
Rockefeller Capital Management L.P.
N/A—1,828-1,828-100%$169.1K———
UBS Group AG
N/A—1,339-1,339-100%$123.8K———
Geneos Wealth Management Inc.
N/A—905-905-100%$83.7K———
Copia Wealth Management
N/A—890-890-100%$82.3K———
NewEdge Advisors, LLC
N/A—879-879-100%$81.3K———
Bank of Montreal
N/A—504-504-100%$46.6K———
IFG Advisory, LLC
N/A—450-450-100%$41.6K———
Aptus Capital Advisors, LLC
N/A—126-126-100%$11.7K———
Jones Financial Companies Lllp
N/A—70-70-100%$6.5K———
Medallion Wealth Advisors, LLC
N/A—40-40-100%$3.7K———
Showing 65 of 65 institutions