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Invesco DB US Dollar Index B (UUP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Imc-Chicago, LLC
INCREASED
Shares234,626 from 30,366
Change+204,260 (+673%)
Value$6.8M (+$5.9M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares152,490 from 150,535
Change+1,955 (+1%)
Value$4.4M (+$110.4K)
Filed 2026-10-28
Pettinga Financial Advisors LLC
INCREASED
Shares144,940 from 137,690
Change+7,250 (+5%)
Value$4.2M (+$258.2K)
Filed 2026-10-13
Intrua Financial, LLC
INCREASED
Shares144,818 from 17,699
Change+127,119 (+718%)
Value$4.2M (+$3.7M)
Filed 2026-10-28
FSA Investment Group, LLC
NEW
Shares81,202
Change+81,202
Value$2.3M
Filed 2026-10-07
Cornerstone Wealth Management, LLC
INCREASED
Shares70,646 from 66,741
Change+3,905 (+6%)
Value$2.0M (+$136.4K)
Filed 2026-11-04
Capstone Capital Management Ltd
NEW
Shares37,600
Change+37,600
Value$1.1M
Filed 2026-10-21
Simplex Trading, LLC
NEW
Shares37,306
Change+37,306
Value$1.1M
Filed 2026-11-04
IPG Investment Advisors LLC
DECREASED
Shares24,646 from 26,256
Change-1,610 (-6%)
Value$709.1K (-$36.9K)
Filed 2026-10-30
Quantum Financial Partners LLC
DECREASED
Shares18,830 from 25,220
Change-6,390 (-25%)
Value$541.7K (-$174.8K)
Filed 2026-10-19
StoneX Group Inc.
NEW
Shares14,799
Change+14,799
Value$416.9K
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares12,963 from 12,221
Change+742 (+6%)
Value$373.0K (+$26.0K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares12,348 from 130
Change+12,218 (+9398%)
Value$355.3K (+$351.6K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares11,234 from 23,168
Change-11,934 (-52%)
Value$323.2K (-$335.0K)
Filed 2026-11-05
City Center Advisors, LLC
INCREASED
Shares8,435 from 7,443
Change+992 (+13%)
Value$242.7K (+$31.2K)
Filed 2026-10-08
Chicago Capital, LLC
NEW
Shares7,000
Change+7,000
Value$201.4K
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$178.4K (+$2.2K)
Filed 2026-10-20
4Thought Financial Group Inc.
INCREASED
Shares2,257 from 2,224
Change+33 (+1%)
Value$64.9K (+$1.8K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares2,185 from 3,257
Change-1,072 (-33%)
Value$62.9K (-$29.7K)
Filed 2026-10-08
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$29.0K (+$362)
Filed 2026-11-02
CoreCap Advisors, LLC
NEW
Shares874
Change+874
Value$25.1K
Filed 2026-10-08
Provenance Wealth Advisors, LLC
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$16.3K (+$204)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
NEW
Shares447
Change+447
Value$12.9K
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$6.5K (+$81)
Filed 2026-10-14
IMG Wealth Management, Inc.
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$4.7K (+$59)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares38
Change+38
Value$1.1K
Filed 2026-10-21
New York Life Investment Management LLC
CLOSED
Shares0 from 633,892
Change-633,892 (-100%)
Value$0 (-$18.0M)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 128,368
Change-128,368 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-05
Synergy Asset Management, LLC
CLOSED
Shares0 from 36,660
Change-36,660 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
PFG Advisors
CLOSED
Shares0 from 18,473
Change-18,473 (-100%)
Value$0 (-$524.8K)
Filed 2026-10-16
Bank of New York Mellon Corp
CLOSED
Shares0 from 13,951
Change-13,951 (-100%)
Value$0 (-$396.4K)
Filed 2026-11-05
Mather Group, Llc.
CLOSED
Shares0 from 10,699
Change-10,699 (-100%)
Value$0 (-$304.0K)
Filed 2026-10-14
Axim Planning & Wealth
CLOSED
Shares0 from 8,227
Change-8,227 (-100%)
Value$0 (-$233.7K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-02
Solstein Capital, LLC
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-02
Potomac Fund Management Inc
N/A
Shares— from 1,055,200
Change-1,055,200 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,050,488
Change-1,050,488 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 928,060
Change-928,060 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 416,859
Change-416,859 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 368,950
Change-368,950 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 359,661
Change-359,661 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 307,634
Change-307,634 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 220,075
Change-220,075 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 161,168
Change-161,168 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 127,464
Change-127,464 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 119,686
Change-119,686 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 115,694
Change-115,694 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 103,204
Change-103,204 (-100%)
Value—
UBS Group AG
N/A
Shares— from 91,568
Change-91,568 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 80,162
Change-80,162 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 75,277
Change-75,277 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 67,434
Change-67,434 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 63,664
Change-63,664 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 62,991
Change-62,991 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 53,582
Change-53,582 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 49,070
Change-49,070 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 46,098
Change-46,098 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 34,343
Change-34,343 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 31,221
Change-31,221 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 30,395
Change-30,395 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,556
Change-28,556 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 27,700
Change-27,700 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 27,529
Change-27,529 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 26,171
Change-26,171 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 25,852
Change-25,852 (-100%)
Value—
&partners
N/A
Shares— from 11,741
Change-11,741 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,005
Change-11,005 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,380
Change-9,380 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,727
Change-7,727 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 758
Change-758 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 700
Change-700 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 266
Change-266 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Imc-Chicago, LLC
INCREASED234,62630,366+204,260+673%$862.7K$6.8M+$5.9M2026-11-05
Exchange Traded Concepts, LLC
INCREASED152,490150,535+1,955+1%$4.3M$4.4M+$110.4K2026-10-28
Pettinga Financial Advisors LLC
INCREASED144,940137,690+7,250+5%$3.9M$4.2M+$258.2K2026-10-13
Intrua Financial, LLC
INCREASED144,81817,699+127,119+718%$502.8K$4.2M+$3.7M2026-10-28
FSA Investment Group, LLC
NEW81,202—+81,202——$2.3M—2026-10-07
Cornerstone Wealth Management, LLC
INCREASED70,64666,741+3,905+6%$1.9M$2.0M+$136.4K2026-11-04
Capstone Capital Management Ltd
NEW37,600—+37,600——$1.1M—2026-10-21
Simplex Trading, LLC
NEW37,306—+37,306——$1.1M—2026-11-04
IPG Investment Advisors LLC
DECREASED24,64626,256-1,610-6%$745.9K$709.1K-$36.9K2026-10-30
Quantum Financial Partners LLC
DECREASED18,83025,220-6,390-25%$716.5K$541.7K-$174.8K2026-10-19
StoneX Group Inc.
NEW14,799—+14,799——$416.9K—2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED12,96312,221+742+6%$347.0K$373.0K+$26.0K2026-11-02
Larson Financial Group LLC
INCREASED12,348130+12,218+9398%$3.7K$355.3K+$351.6K2026-11-05
US Bancorp \de\
DECREASED11,23423,168-11,934-52%$658.2K$323.2K-$335.0K2026-11-05
City Center Advisors, LLC
INCREASED8,4357,443+992+13%$211.5K$242.7K+$31.2K2026-10-08
Chicago Capital, LLC
NEW7,000—+7,000——$201.4K—2026-10-13
Private Trust Co NA
UNCHANGED6,2006,20000%$176.1K$178.4K+$2.2K2026-10-20
4Thought Financial Group Inc.
INCREASED2,2572,224+33+1%$63.2K$64.9K+$1.8K2026-11-02
Farther Finance Advisors, LLC
DECREASED2,1853,257-1,072-33%$92.5K$62.9K-$29.7K2026-10-08
Quest 10 Wealth Builders, Inc.
UNCHANGED1,0071,00700%$28.6K$29.0K+$3622026-11-02
CoreCap Advisors, LLC
NEW874—+874——$25.1K—2026-10-08
Provenance Wealth Advisors, LLC
UNCHANGED56856800%$16.1K$16.3K+$2042026-10-30
Reyes Financial Architecture, Inc.
NEW447—+447——$12.9K—2026-10-22
Triumph Capital Management
UNCHANGED22622600%$6.4K$6.5K+$812026-10-14
IMG Wealth Management, Inc.
UNCHANGED16416400%$4.7K$4.7K+$592026-10-27
Root Financial Partners, LLC
NEW38—+38——$1.1K—2026-10-21
New York Life Investment Management LLC
CLOSED0633,892-633,892-100%$18.0M$0-$18.0M2026-11-04
Jefferies Financial Group Inc.
CLOSED0128,368-128,368-100%$3.6M$0-$3.6M2026-11-05
Synergy Asset Management, LLC
CLOSED036,660-36,660-100%$1.0M$0-$1.0M2026-11-05
PFG Advisors
CLOSED018,473-18,473-100%$524.8K$0-$524.8K2026-10-16
Bank of New York Mellon Corp
CLOSED013,951-13,951-100%$396.4K$0-$396.4K2026-11-05
Mather Group, Llc.
CLOSED010,699-10,699-100%$304.0K$0-$304.0K2026-10-14
Axim Planning & Wealth
CLOSED08,227-8,227-100%$233.7K$0-$233.7K2026-10-28
International Assets Investment Management, LLC
CLOSED0260-260-100%$7.4K$0-$7.4K2026-11-02
Solstein Capital, LLC
CLOSED0221-221-100%$6.3K$0-$6.3K2026-11-02
Potomac Fund Management Inc
N/A—1,055,200-1,055,200-100%$30.0M———
Morgan Stanley
N/A—1,050,488-1,050,488-100%$29.8M———
Tidal Investments LLC
N/A—928,060-928,060-100%$26.4M———
Citadel Advisors LLC
N/A—416,859-416,859-100%$11.8M———
Empowered Funds, LLC
N/A—368,950-368,950-100%$10.5M———
HRT Financial LP
N/A—359,661-359,661-100%$10.2M———
Susquehanna International Group, LLP
N/A—307,634-307,634-100%$8.7M———
Ameriprise Financial Inc
N/A—220,075-220,075-100%$6.3M———
Cetera Investment Advisers
N/A—161,168-161,168-100%$4.6M———
JPMorgan Chase & Co
N/A—127,464-127,464-100%$3.6M———
Foundations Investment Advisors, LLC
N/A—119,686-119,686-100%$3.4M———
Goldman Sachs Group Inc
N/A—115,694-115,694-100%$3.3M———
Harbour Investments, Inc.
N/A—103,204-103,204-100%$2.9M———
UBS Group AG
N/A—91,568-91,568-100%$2.6M———
Royal Bank of Canada
N/A—80,162-80,162-100%$2.3M———
BNP Paribas Financial Markets
N/A—75,277-75,277-100%$2.1M———
Mutual Advisors, LLC
N/A—67,434-67,434-100%$1.9M———
Envestnet Asset Management Inc
N/A—63,664-63,664-100%$1.8M———
Osaic Holdings, Inc.
N/A—62,991-62,991-100%$1.8M———
Guardian Wealth Advisors, LLC / NC
N/A—53,582-53,582-100%$1.5M———
LPL Financial LLC
N/A—49,070-49,070-100%$1.4M———
Bank of America Corp
N/A—46,098-46,098-100%$1.3M———
Wells Fargo & Company
N/A—34,343-34,343-100%$975.7K———
Two Sigma Securities, LLC
N/A—31,221-31,221-100%$887.0K———
CCG Wealth Management, LLC
N/A—30,395-30,395-100%$863.5K———
MML Investors Services, LLC
N/A—28,556-28,556-100%$811.3K———
HighTower Advisors, LLC
N/A—27,700-27,700-100%$787.0K———
Raymond James Financial Inc
N/A—27,529-27,529-100%$782.1K———
Focus Partners Wealth
N/A—26,171-26,171-100%$743.5K———
Kovack Advisors, Inc.
N/A—25,852-25,852-100%$736.5K———
&partners
N/A—11,741-11,741-100%$686.1K———
Integrated Wealth Concepts LLC
N/A—11,005-11,005-100%$312.7K———
Mariner, LLC
N/A—9,380-9,380-100%$266.5K———
Flow Traders U.S. LLC
N/A—8,566-8,566-100%$243.0K———
Summit Financial, LLC
N/A—7,727-7,727-100%$219.5K———
Cerity Partners LLC
N/A—7,232-7,232-100%$205.5K———
Geneos Wealth Management Inc.
N/A—3,576-3,576-100%$101.6K———
Delos Wealth Advisors, LLC
N/A—3,376-3,376-100%$95.9K———
Steward Partners Investment Advisory, LLC
N/A—1,577-1,577-100%$44.8K———
Rockefeller Capital Management L.P.
N/A—1,099-1,099-100%$31.2K———
Luminist Capital LLC
N/A—759-759-100%$21.6K———
National Bank of Canada
N/A—758-758-100%$21.5K———
Allworth Financial LP
N/A—700-700-100%$19.9K———
Allie Family Office LLC
N/A—624-624-100%$460.0K———
Truvestments Capital LLC
N/A—567-567-100%$16.1K———
Consultiva Wealth Management, Corp.
N/A—266-266-100%$7.6K———
Global Retirement Partners, LLC
N/A—137-137-100%$3.9K———
Barclays PLC
N/A—2-2-100%$56———
Cypress Capital Management LLC (WY)
N/A—1-1-100%$28———
Showing 84 of 84 institutions