Invesco DB Precious 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 | 242.37 K | $24.92 M | 3.08% | 9.32% |
| TEXAS YALE CAPITAL CORP. | 02/10/2026 | 238.80 K | $24.55 M | 0.00% | 9.18% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 145.95 K | $15.01 M | 2.56% | 5.61% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 142.53 K | $14.65 M | -27.12% | 5.48% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 133.75 K | $13.75 M | 18.94% | 5.14% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 02/17/2026 | 99.60 K | $10.24 M | -11.22% | 3.83% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 89.28 K | $9.18 M | 9.27% | 3.43% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 43.94 K | $4.52 M | 88.10% | 1.69% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 39.92 K | $4.10 M | -0.27% | 1.54% |
| DORSEY WRIGHT & ASSOCIATES | 02/20/2026 | 37.84 K | $3.89 M | 1.29% | 1.51% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 36.45 K | $3.75 M | 4.31% | 1.40% |
| LPL FINANCIAL LLC | 02/11/2026 | 34.18 K | $3.51 M | -18.15% | 1.31% |
| 02/12/2026 | 32.03 K | $3.29 M | 100.00% | 1.23% | |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 29.74 K | $3.06 M | -4.81% | 1.14% |
| COMERICA BANK | 01/29/2026 | 21.88 K | $2.25 M | 0.90% | 0.88% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 12.61 K | $1.30 M | -6.67% | 0.50% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 10.81 K | $1.11 M | 2.43% | 0.43% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 10.78 K | $1.11 M | 1.36% | 0.41% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 9.04 K | $928.99 K | 5.14% | 0.35% |
| MORGAN STANLEY | 02/13/2026 | 8.42 K | $865.97 K | 0.17% | 0.32% |
| FOCUS FINANCIAL NETWORK, INC. | 01/12/2026 | 8.10 K | $832.45 K | -9.25% | 0.32% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 7.31 K | $751.15 K | 59.31% | 0.28% |
| ROYAL BANK OF CANADA | 02/17/2026 | 6.85 K | $705.00 K | 36.54% | 0.26% |
| JANE STREET GROUP, LLC | 02/12/2026 | 6.56 K | $674.74 K | 100.00% | 0.26% |
| HANLON INVESTMENT MANAGEMENT, INC. | 02/18/2026 | 6.67 K | $686.05 K | -4.44% | 0.26% |
| 02/11/2026 | 6.67 K | $685.53 K | 100.00% | 0.26% | |
| BROWN MILLER WEALTH MANAGEMENT, LLC | 01/23/2026 | 6.07 K | $623.85 K | 0.00% | 0.24% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 6.07 K | $623.85 K | 0.00% | 0.24% |
| 04/14/2026 | 5.97 K | $613.78 K | 0.00% | 0.24% | |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 6.17 K | $634.34 K | -8.14% | 0.24% |
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 01/23/2026 | 5.00 K | $514.00 K | 0.00% | 0.20% |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | 01/28/2026 | 4.32 K | $443.83 K | 6.91% | 0.17% |
| GIBBS WEALTH MANAGEMENT | 01/23/2026 | 3.24 K | $353.59 K | -2.35% | 0.13% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 01/28/2026 | 3.22 K | $331.36 K | 100.00% | 0.13% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 3.16 K | $324.78 K | 100.00% | 0.12% |
| PFG ADVISORS | 01/27/2026 | 2.75 K | $283.14 K | -8.96% | 0.11% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 2.67 K | $274.87 K | 100.00% | 0.10% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 2.55 K | $262.05 K | 317.02% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 2.64 K | $270.88 K | -9.08% | 0.10% |
| MASON & ASSOCIATES INC | 02/05/2026 | 2.48 K | $254.87 K | 0.00% | 0.10% |
| DIMENSION CAPITAL MANAGEMENT LLC | 02/17/2026 | 2.33 K | $239.55 K | 0.00% | 0.09% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 2.19 K | $225.19 K | 100.00% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 2.03 K | $208.29 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 2.05 K | $211.17 K | 100.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 1.53 K | $157.09 K | -7.67% | 0.06% |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 02/09/2026 | 1.48 K | $151.85 K | 0.00% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 1.23 K | $126.56 K | -8.00% | 0.05% |
| WESTEND ADVISORS, LLC | 01/27/2026 | 1.13 K | $116.59 K | 100.00% | 0.05% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 905 | $93.04 K | 42.52% | 0.04% |
| COPIA WEALTH MANAGEMENT | 02/06/2026 | 890 | $91.50 K | -14.09% | 0.03% |
Invesco DB Precious Metals Fund institutional Ownership - FAQ's
During the previous two years, 85 institutional investors and hedge funds held shares of Invesco DB Precious Metals Fund. The most heavily invested institutionals were:
Texas Yale Capital Corp.: 238,800
ENVESTNET ASSET MANAGEMENT INC: 112,797
FIFTH THIRD BANCORP: 31,687
KESTRA PRIVATE WEALTH SERVICES, LLC: 11,960
Cambridge Investment Research Advisors, Inc.: 11,084
OneAscent Financial Services LLC: 9,092
61.47% of Invesco DB Precious Metals Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.66 M shares in the last 24 months. This purchase volume represents approximately $202.94 M in transactions.