Invesco DB Energy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 97.14 K | $1.70 M | 55.19% | 2.60% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 88.38 K | $1.54 M | 18.13% | 2.36% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 76.89 K | $1.34 M | 2.92% | 2.05% |
| M HOLDINGS SECURITIES, INC. | 02/11/2026 | 56.53 K | $987.00 K | 3.84% | 1.51% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 53.12 K | $927.65 K | -6.77% | 1.42% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 51.04 K | $891.39 K | -0.84% | 1.36% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 43.42 K | $758.23 K | 18.07% | 1.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 40.25 K | $702.98 K | -56.31% | 1.08% |
| LPL FINANCIAL LLC | 02/11/2026 | 39.63 K | $692.18 K | 0.22% | 1.06% |
| LEO WEALTH, LLC | 01/21/2026 | 30.29 K | $529.04 K | -42.85% | 0.81% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 28.62 K | $499.80 K | -17.91% | 0.76% |
| JANE STREET GROUP, LLC | 02/12/2026 | 24.56 K | $428.85 K | -40.05% | 0.66% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 21.26 K | $371.35 K | -14.61% | 0.57% |
| PARTNERS WEALTH MANAGEMENT, LLC | 01/20/2026 | 20.44 K | $356.99 K | 0.02% | 0.55% |
| 04/14/2026 | 14.40 K | $251.50 K | -7.40% | 0.38% | |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 11.83 K | $206.55 K | -66.21% | 0.32% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 10.98 K | $192.00 K | -5.50% | 0.29% |
| PICTON MAHONEY ASSET MANAGEMENT | 02/11/2026 | 9.11 K | $159.11 K | 0.00% | 0.24% |
| CWM, LLC | 01/26/2026 | 7.17 K | $125.00 K | 3.58% | 0.19% |
| UBS GROUP AG | 01/29/2026 | 6.66 K | $116.28 K | -17.90% | 0.18% |
| BARCLAYS PLC | 02/13/2026 | 5.11 K | $89.16 K | 100.00% | 0.14% |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 02/09/2026 | 3.70 K | $64.66 K | 0.00% | 0.10% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.63 K | $63.00 K | 0.00% | 0.10% |
| MORGAN STANLEY | 02/13/2026 | 3.60 K | $62.90 K | -9.55% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.93 K | $51.17 K | -28.97% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 1.52 K | $26.49 K | 105.00% | 0.04% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 1.34 K | $23.33 K | 100.00% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 541 | $9.45 K | 66.98% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 340 | $5.94 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 200 | $3.49 K | 0.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 125 | $2.18 K | 0.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 5 | $87 | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 1 | $17 | -99.97% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| BLUEPRINT INVESTMENT PARTNERS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
| BLUEPRINT FINANCIAL ADVISORS LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Invesco DB Energy Fund institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of Invesco DB Energy Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 51,362
Leo Wealth, LLC: 31,247
PARTNERS WEALTH MANAGEMENT, LLC: 16,925
Bright Futures Wealth Management, LLC.: 8,016
UBS Group AG: 6,653
Farther Finance Advisors, LLC: 340
20.16% of Invesco DB Energy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.07 M shares in the last 24 months. This purchase volume represents approximately $26.22 M in transactions.