Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund include Neuberger Berman Group LLC, VestGen Advisors, LLC, M Holdings Securities, Inc., Main Street Financial Solutions, LLC, Advyzon Investment Management, LLC, Sound Income Strategies, LLC, Hilltop National Bank, and Intelligent Financial Strategies .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | VestGen Advisors, LLC | 76,917 | 2,011 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 23,682 | 38.43 | 624 | 37.22 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25,644 | 27.23 | 671 | 25.70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8,900 | 20.27 | 233 | 19.59 | |||
| 2025-08-11 | 13F | Duff & Phelps Investment Management Co | 20,525 | 130.62 | 537 | 129.06 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 219 | 6 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 5,527 | 145 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,315 | 3,187.50 | 34 | 3,300.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30,221 | 40.96 | 790 | 40.07 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 90,857 | 11.24 | 2,376 | 10.41 | ||||
| 2025-08-08 | 13F | Creative Planning | 11,804 | 28.25 | 309 | 27.27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 60,800 | 10.75 | 1,590 | 9.89 | |||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,058 | 212.58 | 185 | 211.86 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 24,022 | 0.97 | 628 | 0.32 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9,862 | 9.27 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 83,930 | 2,195 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 25,881 | 1 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 483,845 | 11.17 | 12,653 | 10.37 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 5 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 171,255 | 408.90 | 4,478 | 405.42 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 241 | 6 | ||||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 26,096 | 24.55 | 677 | 19.65 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 791 | 21 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,654 | 45.17 | 122 | 44.05 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8,424 | 220 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 63,327 | 8.02 | 1,656 | 7.25 | ||||
| 2025-07-14 | 13F | Savior LLC | 64,845 | 10.12 | 1,696 | 9.28 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 46,728 | 1.08 | 1,222 | 0.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 14,570 | 3.70 | 381 | 2.97 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 93,071 | 8.49 | 2,434 | 7.70 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61,559 | 4.51 | 1,610 | 3.74 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 15,769 | 0.69 | 412 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 45,750 | 1,196 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 54,243 | 3.83 | 1,418 | 3.05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 105 | -0.95 | ||||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 151,500 | 5.43 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 19,307 | 3.81 | 505 | 3.07 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 87,229 | 48.54 | 2,281 | 47.54 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,889 | 154 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2,809 | 152.38 | 73 | 151.72 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 30,970 | 6.75 | 810 | 5.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 91,648 | 3.10 | 2,397 | 2.35 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 22,772 | 107.83 | 595 | 106.60 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 10,945 | 17.15 | 286 | 16.26 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 99,664 | 14.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 27,928 | 16.67 | 727 | 13.97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 43,381 | 2.85 | 1,134 | 2.07 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 249,201 | 14.10 | 6,517 | 13.28 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 15,915 | 14.99 | 416 | 14.29 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 2,170 | 30.72 | 0 | |||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 239 | 6 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 19,200 | 6.67 | 502 | 5.91 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 30,740 | 21.79 | 824 | 18.39 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1,362 | 27.05 | 36 | 25.00 | ||||
| 2025-08-26 | NP | PDPAX - Virtus Rampart Alternatives Diversifier Fund Class A | 20,525 | 130.62 | 537 | 129.06 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 216,891 | 5,671 | ||||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 168,400 | 1.32 | 4,404 | 109,975.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 19,973 | 522 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 555,547 | 8.46 | 14,528 | 7.67 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 3,910 | 102 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 165,033 | 28.03 | 4,289 | 26.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 12,502 | 8.21 | 327 | 7.24 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 125 | 3 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 471,132 | 0.30 | 12,320 | -0.42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18,319 | 82.42 | 479 | 81.44 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 16,654 | 0 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15,008 | 3.62 | 392 | 2.89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33,539 | 9.81 | 1 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16,335 | 427 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 18,579 | 2.18 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 22 | 22.22 | 1 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,317 | 42.59 | 139 | 41.84 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 705 | 18 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 247 | 6 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 1,359 | 36 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 44,250 | 32.73 | 1,157 | 30.59 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 27,227 | 10.63 | 712 | 9.72 |
