DJD Institutional Ownership
Invesco Dow Jones Industrial Average Dividend ETF
1W: -2.0%
1M: -5.5%
3M: -2.8%
YTD: +9.3%
1Y: +12.3%
3Y: +61.6%
5Y: +64.8%
$62.55
-0.14 (-0.22%)
Weekly Expected Move ±1.4%
$61
$62
$63
$63
$64
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DJD
107
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
152M
Total Invested
18
New Positions
34
Increased
33
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (115 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 515,213 | 32M | -2,101 | -0.4% | 30Q | SEC ↗ |
| 2 | CIBC WORLD MARKET INC. | 470,413 | 29M | -14,405 | -3.0% | 12Q | SEC ↗ |
| 3 | MRA Advisory Group | 252,799 | 16M | +3,870 | +1.6% | 17Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 147,756 | 9M | -5,563 | -3.6% | 15Q | SEC ↗ |
| 5 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 119,600 | 7M | +9,500 | +8.6% | 2Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 53,597 | 3M | +13,162 | +32.6% | 22Q | SEC ↗ |
| 7 | Integrated Wealth Concepts LLC | 50,447 | 3M | -19,098 | -27.5% | 16Q | SEC ↗ |
| 8 | WCG Wealth Advisors LLC | 48,177 | 3M | +2,083 | +4.5% | 2Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 42,800 | 3M | -5,657 | -11.7% | 23Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 41,864 | 3M | +3,685 | +9.7% | 26Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 41,257 | 3M | -808 | -1.9% | 7Q | SEC ↗ |
| 12 | Kestra Advisory Services, LLC | 40,902 | 3M | +1,190 | +3.0% | 18Q | SEC ↗ |
| 13 | World Investment Advisors | 36,308 | 2M | -1,345 | -3.6% | 3Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 31,797 | 2M | +2,304 | +7.8% | 33Q | SEC ↗ |
| 15 | Venture Visionary Partners LLC | 31,249 | 2M | — | +0.0% | 11Q | SEC ↗ |
| 16 | RETIREMENT PLANNING GROUP, LLC / NY | 29,164 | 2M | -489 | -1.6% | 7Q | SEC ↗ |
| 17 | PW Nova Financial Services LLC | 26,467 | 2M | -452 | -1.7% | 2Q | SEC ↗ |
| 18 | Keebeck Wealth Management | 26,390 | 2M | — | +0.0% | 10Q | SEC ↗ |
| 19 | LEVEL FOUR ADVISORY SERVICES, LLC | 25,084 | 2M | -255 | -1.0% | 25Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 23,676 | 1M | +9,590 | +68.1% | 26Q | SEC ↗ |
| 21 | Janney Montgomery Scott LLC | 21,311 | 1M | -167 | -0.8% | 22Q | SEC ↗ |
| 22 | Private Advisor Group, LLC | 19,702 | 1M | +3,566 | +22.1% | 6Q | SEC ↗ |
| 23 | CreativeOne Wealth, LLC | 18,468 | 1M | +45 | +0.2% | 2Q | SEC ↗ |
| 24 | Regatta Research & Money Management NEW | 17,644 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | PRINCIPAL SECURITIES, INC. | 15,753 | 985K | +553 | +3.6% | 11Q | SEC ↗ |
| 26 | Wealthcare Advisory Partners LLC | 15,567 | 974K | +1,317 | +9.2% | 14Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 14,896 | 932K | +3,390 | +29.5% | 8Q | SEC ↗ |
| 28 | STIFEL FINANCIAL CORP | 13,290 | 831K | -2,251 | -14.5% | 30Q | SEC ↗ |
| 29 | MML INVESTORS SERVICES, LLC | 12,369 | 774K | +6,971 | +129.1% | 11Q | SEC ↗ |
| 30 | CIBC Bancorp USA Inc. | 10,501 | 657K | +501 | +5.0% | 2Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 10,407 | 651K | — | +0.0% | 4Q | SEC ↗ |
| 32 | HARBOUR INVESTMENTS, INC. | 9,880 | 618K | -142 | -1.4% | 17Q | SEC ↗ |
| 33 | Three Cord True Wealth Management, LLC | 8,442 | 528K | -333 | -3.8% | 7Q | SEC ↗ |
| 34 | NTV Asset Management LLC | 8,313 | 520K | -612 | -6.9% | 22Q | SEC ↗ |
| 35 | Storen Legacy Partners, LLC | 8,179 | 512K | +50 | +0.6% | 3Q | SEC ↗ |
| 36 | WealthPlan Investment Management, LLC | 8,133 | 509K | -437 | -5.1% | 7Q | SEC ↗ |
| 37 | Seek First Inc. NEW | 7,947 | 497K | — | +0.0% | 1Q | SEC ↗ |
| 38 | UBS Group AG | 7,770 | 486K | -1,397 | -15.2% | 14Q | SEC ↗ |
| 39 | Jaffetilchin Investment Partners, LLC | 7,629 | 477K | -1,428 | -15.8% | 10Q | SEC ↗ |
| 40 | Astoria Portfolio Advisors LLC. | 7,400 | 463K | — | +0.0% | 15Q | SEC ↗ |
| 41 | Prime Capital Investment Advisors, LLC | 6,304 | 394K | +732 | +13.1% | 2Q | SEC ↗ |
| 42 | Kovack Advisors, Inc. | 6,207 | 388K | -140 | -2.2% | 3Q | SEC ↗ |
| 43 | SeaCrest Wealth Management, LLC NEW | 6,083 | 381K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 5,803 | 363K | +607 | +11.7% | 29Q | SEC ↗ |
| 45 | KINGSWOOD WEALTH ADVISORS, LLC | 5,653 | 354K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Essex Financial Services, Inc. | 5,592 | 350K | — | +0.0% | 5Q | SEC ↗ |
| 47 | Focus Partners Wealth | 5,548 | 347K | — | +0.0% | 3Q | SEC ↗ |
| 48 | OPPENHEIMER & CO INC NEW | 4,798 | 300K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Stratos Wealth Partners, LTD. | 4,676 | 293K | +162 | +3.6% | 3Q | SEC ↗ |
| 50 | Mariner, LLC | 4,652 | 291K | +258 | +5.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Regatta Research & Money Management | 17,644 | 1M |
| Seek First Inc. | 7,947 | 497K |
| SeaCrest Wealth Management, LLC | 6,083 | 381K |
| OPPENHEIMER & CO INC | 4,798 | 300K |
| Spectrum Planning & Advisory Servic | 3,374 | 211K |
| CAHILL FINANCIAL ADVISORS INC | 3,181 | 199K |
| RMG Wealth Management LLC | 2,858 | 179K |
| Capital Investment Advisory Service | 2,121 | 133K |
| Aptus Capital Advisors, LLC | 2,121 | 133K |
| MERCER GLOBAL ADVISORS INC /ADV | 833 | 52K |
| Bogart Wealth, LLC | 662 | 41K |
| IFG Advisory, LLC | 632 | 40K |
| Institute for Wealth Management, LL | 614 | 38K |
| SJS Investment Consulting Inc. | 537 | 34K |
| US BANCORP \DE | 270 | 17K |
| Capital Investment Counsel, Inc | 100 | 6K |
| Global Retirement Partners, LLC | 40 | 3K |
| PNC Financial Services Group, Inc. | 1 | 0K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| David Kennon Inc | 216,952 | 14M |
| GTS SECURITIES LLC | 10,570 | 661K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,131 | 258K |
| WOODARD & CO ASSET MANAGEMENT GROUP | 3,000 | 188K |
| Western Wealth Management, LLC | 2,910 | 182K |
| Ankerstar Wealth, LLC | 1,200 | 75K |
| Innovative Asset Advisors Group, LL | 526 | 33K |
| BLAIR WILLIAM & CO/IL | 477 | 30K |
| FIFTH THIRD BANCORP | 352 | 22K |
| Sound Income Strategies, LLC | 341 | 21K |
| Advisory Services Network, LLC | 325 | 20K |
| Russell Investments Group, Ltd. | 233 | 15K |
| CWM, LLC | 150 | 9K |
| AlphaCore Capital LLC | 100 | 6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +13,162 | +32.6% | 53,597 |
| ROYAL BANK OF CANADA | +9,590 | +68.1% | 23,676 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | +9,500 | +8.6% | 119,600 |
| MML INVESTORS SERVICES, LLC | +6,971 | +129.1% | 12,369 |
| MRA Advisory Group | +3,870 | +1.6% | 252,799 |
| OSAIC HOLDINGS, INC. | +3,685 | +9.7% | 41,864 |
| Private Advisor Group, LLC | +3,566 | +22.1% | 19,702 |
| JONES FINANCIAL COMPANIES LLLP | +3,390 | +29.5% | 14,896 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,304 | +7.8% | 31,797 |
| WCG Wealth Advisors LLC | +2,083 | +4.5% | 48,177 |
| FMR LLC | +1,429 | +52.7% | 4,142 |
| Wealthcare Advisory Partners LLC | +1,317 | +9.2% | 15,567 |
| BANK OF MONTREAL /CAN | +1,222 | +160.8% | 1,982 |
| Kestra Advisory Services, LLC | +1,190 | +3.0% | 40,902 |
| Prime Capital Investment Advisors, | +732 | +13.1% | 6,304 |
| Cambridge Investment Research Advis | +607 | +11.7% | 5,803 |
| PRINCIPAL SECURITIES, INC. | +553 | +3.6% | 15,753 |
| CIBC Bancorp USA Inc. | +501 | +5.0% | 10,501 |
| Mariner, LLC | +258 | +5.9% | 4,652 |
| Regal Investment Advisors LLC | +227 | +5.5% | 4,322 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Integrated Wealth Concepts LLC | -19,098 | -27.5% | 50,447 |
| CIBC WORLD MARKET INC. | -14,405 | -3.0% | 470,413 |
| Cetera Investment Advisers | -5,657 | -11.7% | 42,800 |
| BANK OF AMERICA CORP /DE | -5,563 | -3.6% | 147,756 |
| STIFEL FINANCIAL CORP | -2,251 | -14.5% | 13,290 |
| LPL Financial LLC | -2,101 | -0.4% | 515,213 |
| Jaffetilchin Investment Partners, L | -1,428 | -15.8% | 7,629 |
| UBS Group AG | -1,397 | -15.2% | 7,770 |
| World Investment Advisors | -1,345 | -3.6% | 36,308 |
| RAYMOND JAMES FINANCIAL INC | -808 | -1.9% | 41,257 |
| Creative Planning | -722 | -17.9% | 3,313 |
| NTV Asset Management LLC | -612 | -6.9% | 8,313 |
| RETIREMENT PLANNING GROUP, LLC / NY | -489 | -1.6% | 29,164 |
| PW Nova Financial Services LLC | -452 | -1.7% | 26,467 |
| WealthPlan Investment Management, L | -437 | -5.1% | 8,133 |
| Three Cord True Wealth Management, | -333 | -3.8% | 8,442 |
| LEVEL FOUR ADVISORY SERVICES, LLC | -255 | -1.0% | 25,084 |
| Merit Financial Group, LLC | -240 | -5.0% | 4,544 |
| Janney Montgomery Scott LLC | -167 | -0.8% | 21,311 |
| HARBOUR INVESTMENTS, INC. | -142 | -1.4% | 9,880 |