Invesco DB Energy Fund - DBE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 97,138 1,696 0.0% 1 +97,138 New Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 88,378 1,543 0.01% 0.01% 2 +13,564 18.13% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 76,891 1,342 0.0% 0.0% 3 +2,183 2.92% Q4 2025 Feb 17, 2026
M Holdings Securities, Inc. History Added to 56,530 987 0.07% 0.22% 4 +2,091 3.84% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 53,115 927 0.0% 0.0% 5 -3,857 -6.77% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 51,039 891 0.0% 0.0% 6 -433 -0.84% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Added to 43,415 758 0.0% 0.0% 7 +6,643 18.07% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 40,251 702 0.0% 0.0% 8 -51,874 -56.31% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 39,632 692 0.0% 0.0% 9 +88 0.22% Q4 2025 Feb 11, 2026
Leo Wealth, LLC History Reduced 30,291 529 0.04% 0.13% 10 -22,707 -42.85% Q4 2025 Jan 21, 2026
WELLS FARGO & COMPANY/MN History Reduced 28,617 499 0.0% 0.0% 11 -6,243 -17.91% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 24,555 428 0.0% 0.0% 12 -16,403 -40.05% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 21,262 371 0.0% 0.0% 13 -3,638 -14.61% Q4 2025 Feb 13, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Added to 20,440 356 0.37% 0.38% 14 +5 0.02% Q4 2025 Jan 20, 2026
American State Bank (Iowa) History Reduced 14,400 251 0.12% 0.15% 15 -1,150 -7.4% Q4 2025 Apr 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 11,827 206 0.0% 0.0% 16 -23,178 -66.21% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History Reduced 10,982 192 0.01% 0.01% 17 -639 -5.5% Q4 2025 Feb 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 9,110 159 0.0% 0.0% 18 0 0.0% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 7,171 125 0.0% 0.0% 19 +248 3.58% Q4 2025 Jan 26, 2026
UBS Group AG History Reduced 6,658 116 0.0% 0.0% 20 -1,452 -17.9% Q4 2025 Jan 29, 2026
BARCLAYS PLC History New 5,105 89 0.0% 21 +5,105 New Q4 2025 Feb 13, 2026
Knights of Columbus Asset Advisors LLC History No change 3,702 64 0.0% 0.0% 22 0 0.0% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 3,632 63 0.0% 23 +3,632 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 3,601 62 0.0% 0.0% 24 -380 -9.55% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 2,928 51 0.0% 0.0% 25 -1,194 -28.97% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,517 26 0.0% 0.0% 26 +777 105.0% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History New 1,336 23 0.0% 27 +1,336 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 541 9 0.0% 0.0% 28 +217 66.98% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History No change 340 5 0.0% 0.0% 29 0 0.0% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 200 3 0.0% 0.0% 30 0 0.0% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 125 2 0.0% 0.0% 31 0 0.0% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Closed out 0 0 0.0% -77,020 -100.0% Q3 2025 Nov 12, 2025
Blueprint Investment Partners LLC History Closed out 0 0 0.04% -16,296 -100.0% Q3 2025 Nov 12, 2025
Blueprint Financial Advisors LLC History Closed out 0 0 0.07% -16,296 -100.0% Q3 2025 Nov 12, 2025
HUNTINGTON NATIONAL BANK History Reduced 1 0 0.0% -3,755 -99.97% Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -2,764 -100.0% Q3 2025 Nov 18, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -1,100 -100.0% Q3 2025 Nov 12, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 0.0% -243 -100.0% Q3 2025 Nov 14, 2025
Blue Trust, Inc. History Closed out 0 0 -40 -100.0% Q3 2025 Oct 16, 2025
AE Wealth Management LLC History No change 5 0 0 0.0% Q4 2025 Jan 26, 2026