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 | 05/11/2026 | 823.05 K | $19.34 M | 86.85% | 6.66% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 434.84 K | $10.22 M | 100.00% | 3.52% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 383.76 K | $9.02 M | 100.00% | 3.11% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 383.29 K | $9.01 M | 70.68% | 3.10% |
| UBS GROUP AG | 05/05/2026 | 243.56 K | $5.72 M | 1,088.84% | 1.97% |
| SCOTIA CAPITAL INC. | 05/13/2026 | 237.99 K | $5.59 M | 100.00% | 1.93% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 231.70 K | $5.45 M | -5.83% | 1.88% |
| LPL FINANCIAL LLC | 05/06/2026 | 172.73 K | $4.06 M | 41.62% | 1.40% |
| MORGAN STANLEY | 05/15/2026 | 150.47 K | $3.54 M | 81.68% | 1.22% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 126.39 K | $2.97 M | 115.10% | 1.02% |
| SOLSTEIN CAPITAL, LLC | 05/14/2026 | 125.87 K | $2.96 M | 30.46% | 1.02% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 123.99 K | $2.91 M | 100.00% | 1.00% |
| GENTRUST, LLC | 04/27/2026 | 122.36 K | $2.88 M | 0.00% | 0.99% |
| DAIWA SECURITIES GROUP INC. | 05/13/2026 | 94.80 K | $2.23 M | 48.82% | 0.77% |
| RPG FAMILY WEALTH ADVISORY, LLC | 05/14/2026 | 85.29 K | $2.00 M | 10.15% | 0.69% |
| RISK PARADIGM GROUP, LLC | 05/14/2026 | 85.20 K | $2.00 M | 2.66% | 0.69% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 77.51 K | $1.82 M | -76.55% | 0.63% |
| LEO WEALTH, LLC | 05/05/2026 | 61.89 K | $1.45 M | 4.12% | 0.50% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 59.17 K | $1.40 M | -5.28% | 0.48% |
| CITADEL ADVISORS LLC | 05/15/2026 | 53.70 K | $1.26 M | 100.00% | 0.43% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 51.37 K | $1.21 M | 100.00% | 0.42% |
| JANE STREET GROUP, LLC | 05/12/2026 | 50.52 K | $1.19 M | 100.00% | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 47.27 K | $1.11 M | 85.32% | 0.38% |
| 05/11/2026 | 45.38 K | $1.07 M | 324.97% | 0.37% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 40.27 K | $946.40 K | 100.00% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 38.60 K | $907.10 K | 100.00% | 0.31% |
| ROYAL BANK OF CANADA | 05/15/2026 | 36.61 K | $860.00 K | 68.10% | 0.30% |
| PARK EDGE ADVISORS, LLC | 04/20/2026 | 34.36 K | $807.51 K | 100.00% | 0.28% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 33.85 K | $795.48 K | 6.61% | 0.27% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 32.64 K | $767.12 K | -28.24% | 0.26% |
| MARINER, LLC | 05/13/2026 | 31.41 K | $738.07 K | 100.00% | 0.25% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 30.78 K | $723.40 K | 100.00% | 0.25% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 04/09/2026 | 29.74 K | $698.84 K | -3.03% | 0.24% |
| INSIGNEO ADVISORY SERVICES, LLC | 05/12/2026 | 29.18 K | $685.68 K | -6.89% | 0.24% |
| BEACON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 28.68 K | $674.04 K | 60.70% | 0.23% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 25.93 K | $609.40 K | -15.17% | 0.21% |
| IMC-CHICAGO, LLC | 05/05/2026 | 24.62 K | $578.55 K | 100.00% | 0.20% |
| ONEASCENT FINANCIAL SERVICES LLC | 04/21/2026 | 22.19 K | $521.37 K | 3.16% | 0.18% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 05/04/2026 | 21.90 K | $514.65 K | 0.46% | 0.18% |
| DAVIS INVESTMENT PARTNERS, LLC | 04/20/2026 | 20.40 K | $479.40 K | -7.69% | 0.17% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 20.00 K | $546.40 K | 100.00% | 0.16% |
| COOPER INVESTORS PTY LTD | 04/28/2026 | 17.49 K | $410.90 K | 88.58% | 0.14% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 15.20 K | $357.20 K | 100.00% | 0.12% |
| 04/14/2026 | 14.58 K | $342.56 K | 3.02% | 0.12% | |
| BULLTICK WEALTH MANAGEMENT, LLC | 04/27/2026 | 13.12 K | $308.32 K | 100.00% | 0.11% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 12.55 K | $294.90 K | 100.00% | 0.10% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 12.50 K | $293.75 K | 0.00% | 0.10% |
| IGNITE PLANNERS, LLC | 04/17/2026 | 12.41 K | $291.54 K | 5.14% | 0.10% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 11.90 K | $287.74 K | 100.00% | 0.10% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 11.24 K | $264.19 K | 100.00% | 0.09% |
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Invesco DB Base Metals Fund institutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of Invesco DB Base Metals Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 823,054
Cambria Investment Management, L.P.: 434,835
Toroso Investments, LLC: 383,757
BANK OF AMERICA CORP /DE/: 383,287
UBS Group AG: 243,557
SCOTIA CAPITAL INC.: 237,986
39.51% of Invesco DB Base Metals Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.69 M shares in the last 24 months. This purchase volume represents approximately $138.32 M in transactions.