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DJP Institutional Ownership

iPath Bloomberg Commodity Index Total Return(SM) ETN
1W: -2.3% 1M: -0.9% 3M: +15.3% YTD: +36.9% 1Y: +44.8% 3Y: +58.6% 5Y: +79.6%
$51.55
-0.25 (-0.48%)
 
Weekly Expected Move ±2.1%
$49 $50 $52 $53 $54
ETF AMEX · AUM $1.2B

Institutional Ownership — DJP

162
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
542M
Total Invested
16
New Positions
39
Increased
71
Reduced
20
Closed
0.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (177 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BLB&B Advisors, LLC 2,353,733 $121M -10,218 -0.4% 20Q SEC ↗
2 Cassaday & Co Wealth Management LLC 1,376,491 $71M +9,392 +0.7% 5Q SEC ↗
3 CIBC Bancorp USA Inc. 1,357,750 $70M +220,597 +19.4% 2Q SEC ↗
4 OSBORNE PARTNERS CAPITAL MANAGEMENT, L 710,414 $37M -5,391 -0.8% 22Q SEC ↗
5 DIMENSION CAPITAL MANAGEMENT LLC 478,880 $25M -6,829 -1.4% 39Q SEC ↗
6 Badgley Phelps Wealth Managers, LLC 457,278 $24M +8,810 +2.0% 9Q SEC ↗
7 BNP PARIBAS FINANCIAL MARKETS 331,604 $17M +1,911 +0.6% 4Q SEC ↗
8 WEALTH ENHANCEMENT ADVISORY SERVICES, 259,765 $13M -16,415 -5.9% 39Q SEC ↗
9 Global Endowment Management, LP 254,683 $13M +55,998 +28.2% 6Q SEC ↗
10 JPMORGAN CHASE & CO 215,325 $11M +28,649 +15.3% 78Q SEC ↗
11 SAX WEALTH ADVISORS, LLC 214,572 $11M -15,390 -6.7% 3Q SEC ↗
12 CERTUITY, LLC 204,390 $11M — +0.0% 27Q SEC ↗
13 UNIQUE WEALTH, LLC 203,147 $10M -4,014 -1.9% 13Q SEC ↗
14 Ironwood Wealth Management, LLC. 200,360 $10M +95,539 +91.1% 29Q SEC ↗
15 Heartland Bank & Trust Co 197,654 $10M +1,299 +0.7% 15Q SEC ↗
16 CoreCap Advisors, LLC 194,331 $10M +3,393 +1.8% 13Q SEC ↗
17 Legend Financial Advisors, Inc. 192,783 $10M -6,633 -3.3% 17Q SEC ↗
18 CULTIVAR CAPITAL, INC. 183,482 $9M +2,747 +1.5% 11Q SEC ↗
19 Cambridge Investment Research Advisors 181,965 $9M +2,783 +1.6% 6Q SEC ↗
20 AMERIPRISE FINANCIAL INC 179,598 $9M -26,515 -12.9% 16Q SEC ↗
21 ACIMA PRIVATE WEALTH, LLC 162,587 $8M -11,685 -6.7% 31Q SEC ↗
22 FIRST FOUNDATION ADVISORS 146,170 $8M +3,429 +2.4% 10Q SEC ↗
23 COMMONWEALTH EQUITY SERVICES, LLC 142,999 $7M -5,406 -3.6% 5Q SEC ↗
24 Waverly Advisors, LLC 117,469 $6M -255 -0.2% 3Q SEC ↗
25 Ackerman Capital Advisors, LLC 113,761 $6M -77 -0.1% 5Q SEC ↗
26 Bruce G. Allen Investments, LLC 103,957 $5M +5,834 +5.9% 11Q SEC ↗
27 Idaho Trust Co 101,717 $5M +8,872 +9.6% 9Q SEC ↗
28 GOLDMAN SACHS GROUP INC 98,466 $5M -279 -0.3% 15Q SEC ↗
29 HANCOCK WHITNEY CORP 86,677 $4M -100 -0.1% 15Q SEC ↗
30 RiverGlades Family Offices LLC 74,740 $4M -5,935 -7.4% 2Q SEC ↗
31 MORGAN STANLEY 70,412 $4M +2,746 +4.1% 60Q SEC ↗
32 Chicago Partners Investment Group LLC 64,416 $3M +8,014 +14.2% 6Q SEC ↗
33 WLTH Capital Management, LLC 62,280 $3M -7,325 -10.5% 3Q SEC ↗
34 Peak Financial Management, Inc. 45,596 $2M -225 -0.5% 31Q SEC ↗
35 Cresset Asset Management, LLC 44,907 $2M +15,277 +51.6% 2Q SEC ↗
36 Washington Trust Bank 44,823 $2M -7,659 -14.6% 18Q SEC ↗
37 Patten Group, Inc. 40,613 $2M -9,244 -18.5% 5Q SEC ↗
38 Ethos Financial Group, LLC 39,554 $2M -23,536 -37.3% 3Q SEC ↗
39 CAMELOT TECHNOLOGY ADVISORS, INC. 39,053 $2M +32,131 +464.2% 3Q SEC ↗
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 37,703 $2M — +0.0% 1Q SEC ↗
41 Janney Montgomery Scott LLC 34,920 $2M +1,968 +6.0% 40Q SEC ↗
42 Marino Management, LLC 33,691 $2M — +0.0% 3Q SEC ↗
43 LPL Financial LLC 33,618 $2M +3,138 +10.3% 43Q SEC ↗
44 Sharper & Granite LLC 32,533 $2M -2,975 -8.4% 15Q SEC ↗
45 MONECO ADVISORS, LLC 32,114 $2M -1,075 -3.2% 17Q SEC ↗
46 Lido Advisors, LLC 32,097 $2M -2,164 -6.3% 8Q SEC ↗
47 Avestar Capital, LLC 31,000 $2M — +0.0% 4Q SEC ↗
48 STIFEL FINANCIAL CORP 30,391 $2M +1,822 +6.4% 19Q SEC ↗
49 Fort Point Capital Partners LLC 25,427 $1M — +0.0% 2Q SEC ↗
50 Baker Avenue Asset Management, LP 23,126 $1M +3,098 +15.5% 41Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
CIBC Bancorp USA Inc. +220,597 +19.4% 1,357,750
Ironwood Wealth Management, LLC. +95,539 +91.1% 200,360
Global Endowment Management, LP +55,998 +28.2% 254,683
CAMELOT TECHNOLOGY ADVISORS, INC. +32,131 +464.2% 39,053
JPMORGAN CHASE & CO +28,649 +15.3% 215,325
Cresset Asset Management, LLC +15,277 +51.6% 44,907
UBS Group AG +9,926 +392.8% 12,453
Cassaday & Co Wealth Management LLC +9,392 +0.7% 1,376,491
Idaho Trust Co +8,872 +9.6% 101,717
Badgley Phelps Wealth Managers, LLC +8,810 +2.0% 457,278
Chicago Partners Investment Group L +8,014 +14.2% 64,416
LM Advisors LLC +7,615 +1977.9% 8,000
Bruce G. Allen Investments, LLC +5,834 +5.9% 103,957
Allworth Financial LP +5,821 +2238.8% 6,081
NewEdge Advisors, LLC +5,300 +4818.2% 5,410
FIRST FOUNDATION ADVISORS +3,429 +2.4% 146,170
CoreCap Advisors, LLC +3,393 +1.8% 194,331
LPL Financial LLC +3,138 +10.3% 33,618
Baker Avenue Asset Management, LP +3,098 +15.5% 23,126
Cambridge Investment Research Advis +2,783 +1.6% 181,965
Biggest Decreases (20)
HolderReducedChange %Total Shares
CROBAN -108,707 -88.6% 13,980
JANE STREET GROUP, LLC -100,824 -93.7% 6,808
AMERIPRISE FINANCIAL INC -26,515 -12.9% 179,598
Ethos Financial Group, LLC -23,536 -37.3% 39,554
Wealth Enhancement Trust Services, -17,004 -96.5% 620
WEALTH ENHANCEMENT ADVISORY SERVICE -16,415 -5.9% 259,765
SAX WEALTH ADVISORS, LLC -15,390 -6.7% 214,572
ACIMA PRIVATE WEALTH, LLC -11,685 -6.7% 162,587
Stillwater Private Wealth, LLC -11,071 -46.9% 12,518
BLB&B Advisors, LLC -10,218 -0.4% 2,353,733
Patten Group, Inc. -9,244 -18.5% 40,613
Washington Trust Bank -7,659 -14.6% 44,823
WLTH Capital Management, LLC -7,325 -10.5% 62,280
DIMENSION CAPITAL MANAGEMENT LLC -6,829 -1.4% 478,880
Legend Financial Advisors, Inc. -6,633 -3.3% 192,783
RiverGlades Family Offices LLC -5,935 -7.4% 74,740
COMMONWEALTH EQUITY SERVICES, LLC -5,406 -3.6% 142,999
OSBORNE PARTNERS CAPITAL MANAGEMENT -5,391 -0.8% 710,414
UNIQUE WEALTH, LLC -4,014 -1.9% 203,147
NVWM, LLC -3,211 -50.6% 3,138

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms