Invesco DB Base Metals Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 440.49 K | $10.10 M | 49.79% | 3.47% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 330.48 K | $7.58 M | 7.79% | 2.69% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 246.04 K | $5.64 M | 0.84% | 2.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 224.57 K | $5.15 M | 63.84% | 1.77% |
| GENTRUST, LLC | 02/02/2026 | 122.36 K | $2.81 M | -7.00% | 1.04% |
| LPL FINANCIAL LLC | 02/11/2026 | 121.97 K | $2.80 M | 22.45% | 0.99% |
| SOLSTEIN CAPITAL, LLC | 02/13/2026 | 96.48 K | $2.21 M | 26.46% | 0.78% |
| RISK PARADIGM GROUP, LLC | 02/17/2026 | 82.99 K | $1.90 M | 100.00% | 0.65% |
| MORGAN STANLEY | 02/13/2026 | 82.82 K | $1.90 M | 12.15% | 0.65% |
| RPG FAMILY WEALTH ADVISORY, LLC | 02/13/2026 | 77.43 K | $1.78 M | -2.30% | 0.63% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 77.90 K | $1.79 M | 240.68% | 0.61% |
| DAIWA SECURITIES GROUP INC. | 02/11/2026 | 63.70 K | $1.46 M | 0.00% | 0.52% |
| LEO WEALTH, LLC | 01/21/2026 | 59.45 K | $1.36 M | 100.00% | 0.51% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 62.47 K | $1.43 M | -1.37% | 0.49% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 58.76 K | $1.35 M | 71.17% | 0.46% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 45.49 K | $1.04 M | 19.15% | 0.36% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 01/14/2026 | 30.67 K | $703.48 K | -0.93% | 0.26% |
| INSIGNEO ADVISORY SERVICES, LLC | 02/12/2026 | 31.34 K | $718.85 K | 0.00% | 0.25% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 31.75 K | $728.39 K | 91.38% | 0.25% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 30.56 K | $701.21 K | -17.24% | 0.25% |
| PINES WEALTH MANAGEMENT, LLC | 02/02/2026 | 26.63 K | $610.98 K | 0.08% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 25.51 K | $585.20 K | -21.33% | 0.20% |
| DAVIS INVESTMENT PARTNERS, LLC | 01/06/2026 | 22.10 K | $508.52 K | 0.00% | 0.19% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 01/26/2026 | 21.80 K | $500.09 K | -23.24% | 0.19% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 21.51 K | $493.35 K | 100.00% | 0.17% |
| ROYAL BANK OF CANADA | 02/17/2026 | 21.78 K | $500.00 K | -29.98% | 0.17% |
| UBS GROUP AG | 01/29/2026 | 20.49 K | $469.97 K | 208.54% | 0.16% |
| BEACON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 17.85 K | $409.45 K | 100.00% | 0.15% |
| CITADEL ADVISORS LLC | 02/17/2026 | 16.30 K | $373.85 K | 100.00% | 0.13% |
| 04/14/2026 | 14.15 K | $324.60 K | 0.00% | 0.12% | |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 12.50 K | $286.75 K | 0.00% | 0.11% |
| IGNITE PLANNERS, LLC | 02/06/2026 | 11.80 K | $283.20 K | -37.99% | 0.10% |
| 02/10/2026 | 10.68 K | $244.95 K | 100.00% | 0.09% | |
| M HOLDINGS SECURITIES, INC. | 02/11/2026 | 10.60 K | $243.00 K | 100.00% | 0.09% |
| COOPER INVESTORS PTY LTD | 01/14/2026 | 9.27 K | $212.70 K | 100.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 8.34 K | $191.27 K | 755.18% | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 7.68 K | $176.20 K | 16.40% | 0.06% |
| WESTEND ADVISORS, LLC | 01/27/2026 | 5.12 K | $117.48 K | -4.41% | 0.04% |
| BARCLAYS PLC | 02/13/2026 | 5.51 K | $126.29 K | 100.00% | 0.04% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 5.20 K | $119.29 K | 0.00% | 0.04% |
| PICTON MAHONEY ASSET MANAGEMENT | 02/11/2026 | 4.83 K | $110.80 K | -62.35% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 4.49 K | $103.03 K | 100.00% | 0.04% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 4.06 K | $93.05 K | 100.00% | 0.03% |
| CORNERSTONE PLANNING GROUP LLC | 02/02/2026 | 2.96 K | $72.73 K | 2.64% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.24 K | $51.43 K | -85.34% | 0.02% |
| DV TRADING LLC | 02/17/2026 | 2.20 K | $50.47 K | 100.00% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 1.72 K | $39.37 K | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 1.50 K | $34.41 K | 0.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 1.50 K | $34.41 K | 0.00% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 1.21 K | $27.69 K | 21.67% | 0.01% |
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Invesco DB Base Metals Fund institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Invesco DB Base Metals Fund. The most heavily invested institutionals were:
UBS Group AG: 243,557
HighTower Advisors, LLC: 231,703
Concurrent Investment Advisors, LLC: 123,986
GenTrust, LLC: 122,364
Leo Wealth, LLC: 61,894
Sanctuary Advisors, LLC: 51,371
22.50% of Invesco DB Base Metals Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.28 M shares in the last 24 months. This purchase volume represents approximately $104.14 M in transactions.