Filing Research | INVESCO DB MULTI-SECTOR COMM Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	HATCH COVE CAPITAL, LLC	Shares	645.8KSH	$17.2M
2	Oakworth Capital, Inc.	Shares	524.4KSH	$14.0M
3	Savior LLC	Shares	78.9KSH	$2.1M
4	PFG Investments, LLC	Shares	73.9KSH	$2.0M
5	Mesirow Financial Investment Management, Inc.	Shares	54.3KSH	$1.4M
6	Lansing Street Advisors	Shares	48.2KSH	$1.3M
7	Gemmer Asset Management LLC	Shares	45.2KSH	$1.2M
8	FLAGSHIP HARBOR ADVISORS, LLC	Shares	39.9KSH	$1.1M
9	NWAM LLC	Shares	39.5KSH	$1.1M
10	CAMELOT TECHNOLOGY ADVISORS, INC.	Shares	37.0KSH	$985.5K
11	MATAURO, LLC	Shares	25.1KSH	$669.6K
12	Ignite Planners, LLC	Shares	23.7KSH	$633.4K
13	FIFTH THIRD SECURITIES, INC.	Shares	22.1KSH	$589.0K
14	Cornerstone Wealth Management, LLC	Shares	17.3KSH	$461.4K
15	American State Bank (Iowa)	Shares	16.5KSH	$441.0K
16	EASTERN BANK	Shares	13.0KSH	$346.6K
17	Sharp Wealth Advisory, LLC	Shares	12.9KSH	$345.4K
18	Hillcrest Wealth Advisors - NY, LLC	Shares	11.4KSH	$304.0K
19	Amplius Wealth Advisors, LLC	Shares	10.8KSH	$289.1K
20	ARS Investment Partners, LLC	Shares	10.5KSH	$279.9K
21	BOS Asset Management, LLC	Shares	8.5KSH	$226.2K
22	Apollon Wealth Management, LLC	Shares	7.7KSH	$205.4K
23	Farther Finance Advisors, LLC	Shares	7.1KSH	$188.1K
24	Crewe Advisors LLC	Shares	6.0KSH	$161.3K
25	TRUST CO OF TOLEDO NA /OH/	Shares	5.5KSH	$145.5K
26	AdvisorNet Financial, Inc	Shares	4.8KSH	$128.0K
27	HARBOR INVESTMENT ADVISORY, LLC	Shares	3.0KSH	$80.9K
28	Bogart Wealth, LLC	Shares	3.0KSH	$80.0K
29	ARMSTRONG ADVISORY GROUP, INC	Shares	1.6KSH	$41.7K
30	IFP Advisors, Inc	Shares	1.2KSH	$31.8K
31	Strategic Investment Solutions, Inc. /IL	Shares	1.0KSH	$26.7K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	880SH	$23.6K
33	LANARK FINANCIAL, INC.	Shares	500SH	$13.3K
34	Spire Wealth Management	Shares	233SH	$6.2K
35	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	53SH	$1.4K
36	Cape Investment Advisory, Inc.	Shares	52SH	$1.4K

Manager changes2026-06-30 vs 2026-03-31

46 / 46 loaded

#		Instrument
1	HATCH COVE CAPITAL, LLC new	Shares	+645.8K	+$17.2M	$17.2M
2	Oakworth Capital, Inc. new	Shares	+524.4K	+$14.0M	$14.0M
3	Gemmer Asset Management LLC new	Shares	+45.2K	+$1.2M	$1.2M
4	MATAURO, LLC new	Shares	+25.1K	+$669.6K	$669.6K
5	EASTERN BANK new	Shares	+13.0K	+$346.6K	$346.6K
6	CAMELOT TECHNOLOGY ADVISORS, INC. added	Shares	+13.5K	+$345.2K	$985.5K
7	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+11.2K	+$280.5K	$1.1M
8	PFG Investments, LLC added	Shares	+10.4K	+$236.5K	$2.0M
9	Cornerstone Wealth Management, LLC added	Shares	+2.5K	+$57.1K	$461.4K
10	Crewe Advisors LLC added	Shares	+1.3K	+$31.6K	$161.3K
11	Ignite Planners, LLC added	Shares	+1.4K	+$26.2K	$633.4K
12	Cape Investment Advisory, Inc. new	Shares	+52	+$1.4K	$1.4K
13	FNY Investment Advisers, LLC exited	Shares	-2.1K	-$57	$0
14	Spire Wealth Management unchanged	Shares	0	-$151	$6.2K
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$211	$23.6K
16	LANARK FINANCIAL, INC. unchanged	Shares	0	-$325	$13.3K
17	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$650	$26.7K
18	American State Bank (Iowa) added	Shares	+364	-$802	$441.0K
19	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed	Shares	-35	-$991	$1.4K
20	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$1.0K	$41.7K
21	Bogart Wealth, LLC unchanged	Shares	0	-$1.9K	$80.0K
22	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$2.0K	$80.9K
23	AdvisorNet Financial, Inc unchanged	Shares	0	-$3.1K	$128.0K
24	IFP Advisors, Inc trimmed	Shares	-100	-$3.5K	$31.8K
25	Apollon Wealth Management, LLC unchanged	Shares	0	-$5.0K	$205.4K
26	TRUST CO OF TOLEDO NA /OH/ trimmed	Shares	-70	-$5.5K	$145.5K
27	BOS Asset Management, LLC trimmed	Shares	-7	-$5.7K	$226.2K
28	ARS Investment Partners, LLC unchanged	Shares	0	-$6.8K	$279.9K
29	Amplius Wealth Advisors, LLC unchanged	Shares	0	-$7.0K	$289.1K
30	Hillcrest Wealth Advisors - NY, LLC unchanged	Shares	0	-$7.4K	$304.0K
31	Farther Finance Advisors, LLC trimmed	Shares	-189	-$8.2K	$188.1K
32	Investors Research Corp exited	Shares	-508	-$13.9K	$0
33	Savior LLC added	Shares	+1.3K	-$16.3K	$2.1M
34	Hilltop National Bank exited	Shares	-705	-$19.3K	$0
35	Sharp Wealth Advisory, LLC trimmed	Shares	-1.5K	-$49.4K	$345.4K
36	Key FInancial Inc exited	Shares	-1.9K	-$52.6K	$0
37	Versant Capital Management, Inc exited	Shares	-2.1K	-$56.3K	$0
38	Sound Income Strategies, LLC exited	Shares	-2.6K	-$69.9K	$0
39	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-4.2K	-$128.4K	$589.0K
40	Brookwood Investment Group LLC exited	Shares	-9.4K	-$257.3K	$0
41	Brookwood Investment Group LLC exited	CALL	-11.5K	-$314.2K	$0
42	Lansing Street Advisors trimmed	Shares	-11.0K	-$333.0K	$1.3M
43	Brookstone Capital Management exited	Shares	-16.6K	-$454.6K	$0
44	NWAM LLC trimmed	Shares	-38.6K	-$1.1M	$1.1M
45	Mesirow Financial Investment Management, Inc. trimmed	Shares	-54.3K	-$1.5M	$1.4M
46	D.A. DAVIDSON & CO. exited	Shares	-75.4K	-$2.1M	$0