Invesco DB US Dollar Index B (UDN)

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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GFS Advisors, LLC

UNCHANGED

Shares242,200 from 242,200

Change0 (0%)

Value$4.3M (+$1.3M)

Filed 2026-11-03

Simplex Trading, LLC

INCREASED

Shares37,633 from 12,600

Change+25,033 (+199%)

Value$673.3K (+$448.2K)

Filed 2026-11-04

Lido Advisors, LLC

UNCHANGED

Shares21,518 from 21,518

Change0 (0%)

Value$385.0K (+$645)

Filed 2026-11-04

Imc-Chicago, LLC

NEW

Shares16,044

Change+16,044

Value$287.0K

Filed 2026-11-05

Maltin Wealth Management, Inc.

UNCHANGED

Shares14,950 from 14,950

Change0 (0%)

Value$267.5K (+$449)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares13,077 from 16,402

Change-3,325 (-20%)

Value$233.9K (-$59.0K)

Filed 2026-11-06

Sowell Financial Services LLC

NEW

Shares12,207

Change+12,207

Value$218.4K

Filed 2026-10-23

Legacy Bridge, LLC

DECREASED

Shares3,450 from 4,250

Change-800 (-19%)

Value$61.7K (-$14.2K)

Filed 2026-10-28

Farther Finance Advisors, LLC

INCREASED

Shares1,359 from 525

Change+834 (+159%)

Value$24.3K (+$14.9K)

Filed 2026-10-08

Blue Trust, Inc.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$1.3K (+$2)

Filed 2026-10-15

Capstone Wealth Management Group, Inc.

CLOSED

Shares0 from 13,936

Change-13,936 (-100%)

Value$0 (-$248.9K)

Filed 2026-10-19

HighTower Advisors, LLC

N/A

Shares— from 600,923

Change-600,923 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 131,884

Change-131,884 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 126,319

Change-126,319 (-100%)

Value—

L1 Global Manager Pty Ltd

N/A

Shares— from 110,000

Change-110,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 85,462

Change-85,462 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 76,428

Change-76,428 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 48,396

Change-48,396 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 44,135

Change-44,135 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 30,667

Change-30,667 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 25,390

Change-25,390 (-100%)

Value—

Bull Harbor Capital LLC

N/A

Shares— from 23,827

Change-23,827 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 16,496

Change-16,496 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 13,106

Change-13,106 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,818

Change-5,818 (-100%)

Value—

Delos Wealth Advisors, LLC

N/A

Shares— from 3,140

Change-3,140 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,811

Change-2,811 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 241

Change-241 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 100

Change-100 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4

Change-4 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
GFS Advisors, LLC	UNCHANGED	242,200	242,200	0	0%	$3.0M	$4.3M	+$1.3M	2026-11-03
Simplex Trading, LLC	INCREASED	37,633	12,600	+25,033	+199%	$225.0K	$673.3K	+$448.2K	2026-11-04
Lido Advisors, LLC	UNCHANGED	21,518	21,518	0	0%	$384.3K	$385.0K	+$645	2026-11-04
Imc-Chicago, LLC	NEW	16,044	—	+16,044	—	—	$287.0K	—	2026-11-05
Maltin Wealth Management, Inc.	UNCHANGED	14,950	14,950	0	0%	$267.0K	$267.5K	+$449	2026-10-13
LPL Financial LLC	DECREASED	13,077	16,402	-3,325	-20%	$292.9K	$233.9K	-$59.0K	2026-11-06
Sowell Financial Services LLC	NEW	12,207	—	+12,207	—	—	$218.4K	—	2026-10-23
Legacy Bridge, LLC	DECREASED	3,450	4,250	-800	-19%	$75.9K	$61.7K	-$14.2K	2026-10-28
Farther Finance Advisors, LLC	INCREASED	1,359	525	+834	+159%	$9.4K	$24.3K	+$14.9K	2026-10-08
Blue Trust, Inc.	UNCHANGED	75	75	0	0%	$1.3K	$1.3K	+$2	2026-10-15
Capstone Wealth Management Group, Inc.	CLOSED	0	13,936	-13,936	-100%	$248.9K	$0	-$248.9K	2026-10-19
HighTower Advisors, LLC	N/A	—	600,923	-600,923	-100%	$10.7M	—	—	—
Bank of America Corp	N/A	—	131,884	-131,884	-100%	$2.4M	—	—	—
Jane Street Group, LLC	N/A	—	126,319	-126,319	-100%	$2.3M	—	—	—
L1 Global Manager Pty Ltd	N/A	—	110,000	-110,000	-100%	$2.0M	—	—	—
UBS Group AG	N/A	—	85,462	-85,462	-100%	$1.5M	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	76,428	-76,428	-100%	$1.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	48,396	-48,396	-100%	$864.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	44,135	-44,135	-100%	$788.3K	—	—	—
Raymond James Financial Inc	N/A	—	30,667	-30,667	-100%	$547.7K	—	—	—
Advisory Services Network, LLC	N/A	—	25,390	-25,390	-100%	$453.5K	—	—	—
Bull Harbor Capital LLC	N/A	—	23,827	-23,827	-100%	$425.6K	—	—	—
Morgan Stanley	N/A	—	16,496	-16,496	-100%	$294.6K	—	—	—
Group One Trading LLC	N/A	—	13,106	-13,106	-100%	$234.1K	—	—	—
Royal Bank of Canada	N/A	—	5,818	-5,818	-100%	$104.0K	—	—	—
Delos Wealth Advisors, LLC	N/A	—	3,140	-3,140	-100%	$56.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,811	-2,811	-100%	$50.2K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	2,750	-2,750	-100%	$49.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	241	-241	-100%	$4.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	100	-100	-100%	$1.8K	—	—	—
JPMorgan Chase & Co	N/A	—	4	-4	-100%	$72	—	—	—
Harbour Investments, Inc.	N/A	—	2	-2	-100%	$36	—	—	—

Showing 32 of 32 institutions