Invesco DB Base Metals Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 306.60 K | $6.30 M | -8.60% | 5.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 294.07 K | $6.04 M | 82.93% | 4.85% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 244.00 K | $5.01 M | 0.00% | 4.02% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 137.06 K | $2.82 M | -2.29% | 2.26% |
| GENTRUST, LLC | 11/07/2025 | 131.58 K | $2.70 M | 2.25% | 2.17% |
| LPL FINANCIAL LLC | 11/12/2025 | 99.60 K | $2.05 M | 0.07% | 1.64% |
| TOROSO INVESTMENTS, LLC | 11/14/2025 | 88.74 K | $1.82 M | 713.64% | 1.46% |
| RPG FAMILY WEALTH ADVISORY, LLC | 11/12/2025 | 79.25 K | $1.63 M | -0.28% | 1.31% |
| SOLSTEIN CAPITAL, LLC | 11/12/2025 | 76.29 K | $1.57 M | 74.08% | 1.26% |
| MORGAN STANLEY | 11/14/2025 | 73.85 K | $1.52 M | -10.40% | 1.22% |
| DAIWA SECURITIES GROUP INC. | 11/14/2025 | 63.70 K | $1.31 M | 0.00% | 1.05% |
| MODERN WEALTH MANAGEMENT, LLC | 11/12/2025 | 63.34 K | $1.30 M | 4.11% | 1.04% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 46.36 K | $952.13 K | 0.00% | 0.76% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 38.18 K | $784.22 K | 4,161.16% | 0.63% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 36.93 K | $758.62 K | 35.08% | 0.61% |
| WT WEALTH MANAGEMENT | 10/22/2025 | 34.76 K | $713.91 K | -16.15% | 0.57% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 34.33 K | $706.53 K | -60.47% | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 32.43 K | $666.08 K | -10.85% | 0.53% |
| INSIGNEO ADVISORY SERVICES, LLC | 11/12/2025 | 31.34 K | $643.64 K | 0.00% | 0.52% |
| ROYAL BANK OF CANADA | 11/14/2025 | 31.11 K | $640.00 K | -19.81% | 0.51% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 10/15/2025 | 30.96 K | $635.82 K | 0.00% | 0.51% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 11/03/2025 | 28.40 K | $583.34 K | -25.07% | 0.47% |
| PINES WEALTH MANAGEMENT, LLC | 11/03/2025 | 26.61 K | $546.61 K | -11.20% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 22.87 K | $469.67 K | 100.00% | 0.38% |
| DAVIS INVESTMENT PARTNERS, LLC | 10/20/2025 | 22.10 K | $456.59 K | -14.65% | 0.36% |
| IGNITE PLANNERS, LLC | 10/08/2025 | 19.03 K | $390.86 K | 2.67% | 0.31% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 16.59 K | $340.78 K | -23.56% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 15.29 K | $302.21 K | -10.51% | 0.25% |
| PICTON MAHONEY ASSET MANAGEMENT | 11/12/2025 | 12.83 K | $264.00 K | 0.16% | 0.21% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 12.50 K | $269.88 K | 0.00% | 0.21% |
| CITADEL ADVISORS LLC | 11/14/2025 | 10.40 K | $213.62 K | 100.00% | 0.17% |
| UBS GROUP AG | 11/13/2025 | 6.64 K | $136.39 K | -70.58% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 6.60 K | $133.55 K | 3,851.50% | 0.11% |
| WESTEND ADVISORS, LLC | 10/22/2025 | 5.36 K | $110.03 K | 100.00% | 0.09% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 5.20 K | $106.81 K | 100.00% | 0.09% |
| CORNERSTONE PLANNING GROUP LLC | 11/04/2025 | 2.88 K | $62.59 K | 0.00% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 1.72 K | $35.25 K | 284.75% | 0.03% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 1.50 K | $30.81 K | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 1.50 K | $30.81 K | 0.00% | 0.02% |
| ASSETMARK, INC | 11/06/2025 | 1.01 K | $20.64 K | 219.05% | 0.02% |
| CAPITAL ANALYSTS, LLC | 11/14/2025 | 995 | $20.00 K | 0.00% | 0.02% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 992 | $20.38 K | 17.81% | 0.02% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 975 | $20.03 K | -10.14% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 963 | $19.78 K | 100.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 919 | $18.88 K | 0.00% | 0.02% |
| CWM, LLC | 10/15/2025 | 580 | $12.00 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 358 | $7.35 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 346 | $7.11 K | 0.00% | 0.01% |
| TRIUMPH CAPITAL MANAGEMENT | 11/17/2025 | 300 | $6.16 K | 100.00% | 0.00% |
| MCILRATH & ECK, LLC | 10/22/2025 | 290 | $5.96 K | 0.00% | 0.00% |
Invesco DB Base Metals Fund institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Invesco DB Base Metals Fund. The most heavily invested institutionals were:
Leo Wealth, LLC: 59,447
CAMELOT TECHNOLOGY ADVISORS, INC.: 30,666
Pines Wealth Management, LLC: 26,634
Davis Investment Partners, LLC: 22,100
NewEdge Wealth, LLC: 12,500
COOPER INVESTORS PTY LTD: 9,272
36.09% of Invesco DB Base Metals Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.66 M shares in the last 24 months. This purchase volume represents approximately $63.36 M in transactions.