INVESCO DB MULTI-SECTOR COMM (DBO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 4,307,985 shares against 12,050,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $28.7M | 1,627,302 | 0.00% | 31q | -3.9%-$1.2M |
| E Fund Management Co., Ltd. | $17.3M | 979,736 | 0.39% | 3q | HELD |
| PRUDENTIAL PLC | $4.4M | 248,610 | 0.02% | 32q | -47.3%-$3.9M |
| Quadrature Capital Ltd | $4.3M | 241,007 | 0.04% | 7q | -8.2%-$381.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M incl. $3.7M options CALL+PUT | 28,192 | 0.00% | 31q | -4.8%-$208.7K |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 192,896 | 0.00% | 31q | -32.7%-$1.7M |
| Narus Financial Partners, LLC | $2.3M | 131,344 | 0.60% | 19q | -9.0%-$228.4K |
| LPL Financial LLC | $2.1M incl. $176.5K options PUT | 109,542 | 0.00% | 31q | -7.5%-$170.8K |
| CITADEL ADVISORS LLC | $1.6M incl. $1.0M options CALL+PUT | 31,509 | 0.00% | 31q | +71.2%+$658.3K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | 78,276 | 0.00% | 31q | +62.8%+$533.3K |
| Asset Management One Co., Ltd. | $1.1M | 64,500 | 0.00% | 31q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $1.1M | 61,490 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $980.5K | 55,548 | 0.00% | 26q | +21.8%+$175.7K |
| Cetera Investment Advisers | $861.6K | 48,814 | 0.00% | 10q | -39.9%-$573.1K |
| PARK AVENUE SECURITIES LLC | $829.0K | 46,951 | 0.01% | new | NEW |
| MORGAN STANLEY | $559.0K | 31,672 | 0.00% | 33q | -3.3%-$18.9K |
| ROYAL BANK OF CANADA | $547.0K | 31,021 | 0.00% | 26q | -3.8%-$21.6K |
| Coppell Advisory Solutions LLC | $485.2K | 185? | 0.04% | new | |
| AMERIPRISE FINANCIAL INC | $414.4K | 23,473 | 0.00% | 31q | -29.5%-$173.1K |
| Belvedere Trading LLC | $401.7K incl. $398.9K options CALL | 162 | 0.00% | 2q | HELD |
| UBS Group AG | $385.7K | 21,851 | 0.00% | 31q | -8.8%-$37.1K |
| Kestra Advisory Services, LLC | $361.0K | 20,455 | 0.00% | 24q | -6.5%-$24.9K |
| HighTower Advisors, LLC | $326.0K | 18,469 | 0.00% | 21q | -5.1%-$17.7K |
| Private Wealth Asset Management, LLC | $289.2K | 16,385 | 0.03% | 6q | HELD |
| Allegheny Financial Group | $281.9K | 15,970 | 0.03% | 10q | -24.6%-$92.0K |
| TWO SIGMA SECURITIES, LLC | $269.6K | 15,276 | 0.02% | 3q | -56.5%-$350.2K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $262.1K | 14,847 | 0.00% | 2q | HELD |
| Ashton Thomas Private Wealth, LLC | $258.1K | 14,621 | 0.01% | 2q | HELD |
| B. Riley Wealth Advisors, Inc. | $244.9K | 13,800 | 0.01% | 31q | HELD |
| Mirae Asset Global Investments Co., Ltd. | $241.8K | 13,701 | 0.00% | 31q | -84.8%-$1.3M |
| StoneX Group Inc. | $230.0K | 11,747 | 0.01% | 2q | -26.3%-$82.1K |
| RIK SAYLOR FINANCIAL, INC. | $218.5K | 12,378 | 0.14% | 7q | HELD |
| IMC-Chicago, LLC | $201.4K | 11,409 | 0.00% | new | NEW |
| Forty-three Eighteen Advisors, LLC | $198.9K | 11,270 | 0.13% | 3q | HELD |
| Cadence Wealth Management LLC | $193.1K | 10,943 | 0.09% | 2q | -23.6%-$59.6K |
| BankPlus Wealth Management LLC | $185.8K | 10,525 | 0.08% | new | NEW |
| Cornerstone Wealth Management, LLC | $176.5K | 10,000 | 0.01% | 2q | -3.8%-$7.1K |
| Rockefeller Capital Management L.P. | $172.6K | 9,777 | 0.00% | 10q | -3.2%-$5.8K |
| Arax Advisory Partners | $93.6K | 5,304 | 0.00% | 4q | +4.9%+$4.4K |
| TD Waterhouse Canada Inc. | $61.3K | 3,574 | 0.00% | 11q | -22.3%-$17.6K |
| US BANCORP \DE\ | $39.7K | 2,250 | 0.00% | 17q | -10.0%-$4.4K |
| HUNTINGTON NATIONAL BANK | $36.6K | 2,075 | 0.00% | 2q | +1587.0%+$34.5K |
| HARBOUR INVESTMENTS, INC. | $35.3K | 2,000 | 0.00% | 21q | -2.5% |
| Aptus Capital Advisors, LLC | $23.6K | 1,335 | 0.00% | 3q | HELD |
| NewEdge Advisors, LLC | $21.2K | 1,200 | 0.00% | new | NEW |
| Asset Planning,Inc | $17.6K | 1,000 | 0.01% | new | NEW |
| IFP Advisors, Inc | $13.2K | 746 | 0.00% | 2q | HELD |
| BANK OF MONTREAL /CAN/ | $12.6K | 715 | 0.00% | 2q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12.0K | 700 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $11.1K | 626 | 0.00% | 23q | -86.8%-$72.8K |
| Quent Capital, LLC | $8.2K | 464 | 0.00% | 4q | -65.1%-$15.2K |
| Davis Capital Management | $7.9K | 450 | 0.00% | 10q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $1.4K | 77 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $8.8M | 368,796 | 1 | 2 | 4 | 0.0% |
| Q2 2026 | 52 | $81.3M | 4,307,985 | 6 | 5 | 26 | 6.5% |
| Q1 2026 | 63 | $115.7M | 5,519,764 | 19 | 19 | 15 | 6.2% |
| Q4 2025 | 53 | $43.3M | 3,532,110 | 10 | 10 | 15 | 0.4% |
| Q3 2025 | 51 | $51.7M | 3,823,245 | 9 | 9 | 16 | 0.5% |
| Q2 2025 | 50 | $64.1M | 4,848,502 | 6 | 11 | 18 | 0.0% |
| Q1 2025 | 57 | $60.9M | 4,239,246 | 9 | 10 | 17 | 0.3% |
| Q4 2024 | 62 | $58.5M | 4,078,004 | 6 | 17 | 19 | 0.3% |
| Q3 2024 | 65 | $53.3M | 3,805,006 | 3 | 8 | 22 | 0.3% |
| Q2 2024 | 67 | $72.9M | 4,530,655 | 5 | 13 | 24 | 1.4% |
| Q1 2024 | 77 | $78.1M | 4,941,408 | 13 | 19 | 18 | 2.1% |
| Q4 2023 | 78 | $90.1M | 6,405,540 | 13 | 27 | 15 | 1.0% |
| Q3 2023 | 75 | $85.5M | 4,775,551 | 11 | 13 | 24 | 1.4% |
| Q2 2023 | 73 | $76.6M | 5,353,315 | 14 | 11 | 20 | 1.4% |
| Q1 2023 | 66 | $92.6M | 6,310,514 | 5 | 12 | 24 | 0.8% |
| Q4 2022 | 70 | $114.2M | 7,521,224 | 12 | 18 | 23 | 1.0% |
| Q3 2022 | 75 | $3.5B | 230,067,415 | 8 | 17 | 31 | 0.1% |
| Q2 2022 | 90 | $4.2B | 232,036,438 | 15 | 25 | 32 | 0.1% |
| Q1 2022 | 84 | $4.8B | 275,786,677 | 20 | 24 | 24 | 0.1% |
| Q4 2021 | 75 | $222.0M | 16,191,711 | 4 | 17 | 26 | 1.0% |
| Q3 2021 | 77 | $213.2M | 15,437,167 | 5 | 18 | 35 | 0.7% |
| Q2 2021 | 78 | $714.6M | 55,823,369 | 17 | 21 | 21 | 0.2% |
| Q1 2021 | 72 | $942.1M | 89,368,621 | 18 | 22 | 13 | 0.2% |
| Q4 2020 | 56 | $89.2M | 10,038,688 | 4 | 12 | 23 | 5.1% |
| Q3 2020 | 54 | $70.9M | 9,540,618 | 4 | 7 | 27 | 3.2% |
| Q2 2020 | 64 | $153.6M | 21,550,117 | 24 | 24 | 8 | 1.9% |
| Q1 2020 | 47 | $72.7M | 11,924,173 | 9 | 20 | 10 | 0.2% |
| Q4 2019 | 49 | $55.6M | 5,226,743 | 3 | 14 | 14 | 0.0% |
| Q3 2019 | 50 | $427.9M | 45,220,957 | 7 | 11 | 19 | 0.0% |
| Q2 2019 | 50 | $565.7M | 56,226,724 | 8 | 9 | 17 | 0.2% |
| Q1 2019 | 48 | $76.8M | 7,026,593 | 6 | 8 | 16 | 0.7% |
| Q4 2018 | 54 | $86.5M | 10,040,223 | 1 | 1 | 2 | 1.7% |
