IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 3.77% | 4.7% | #3 | $102.9M | 2.4M | $113.8M | 2.4M | -10,218-0.43% | Reduce | |
| Cassaday & Co Wealth Management LLC | 1.13% | 1.4% | #13 | $60.2M | 1.4M | $65.8M | 1.4M | +9,392+0.69% | Add | |
| CIBC Bancorp USA Inc. | 0.07% | 0.07% | #43 | $59.3M | 1.4M | $54.7M | 1.1M | +220,597+19.40% | Add | |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1.73% | 1.82% | #10 | $31.1M | 710,414 | $34.5M | 715,805 | -5,391-0.75% | Reduce | |
| DIMENSION CAPITAL MANAGEMENT LLC | 2.44% | 3.28% | #5 | $20.9M | 478,880 | $23.4M | 485,709 | -6,829-1.41% | Reduce | |
| Badgley Phelps Wealth Managers, LLC | 0.35% | 0.43% | #24 | $20.0M | 457,278 | $21.6M | 448,468 | +8,810+1.96% | Add | |
| BNP PARIBAS FINANCIAL MARKETS | 0.01% | 0.01% | #81 | $14.5M | 331,604 | $15.9M | 329,693 | +1,911+0.58% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.02% | 0.03% | #62 | $11.7M | 259,765 | $13.5M | 276,180 | -16,415-5.94% | Reduce | |
| Global Endowment Management, LP | 1.13% | 1.07% | #14 | $11.1M | 254,683 | $9.6M | 198,685 | +55,998+28.18% | Add | |
| SAX WEALTH ADVISORS, LLC | 0.42% | 0.42% | #20 | $10.3M | 214,572 | $8.6M | 229,962 | -15,390-6.69% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #113 | $9.3M | 215,325 | $9.0M | 186,676 | +28,649+15.35% | Add | |
| CERTUITY, LLC | 0.42% | 0.65% | #21 | $8.9M | 204,390 | $9.8M | 204,390 | 00.00% | Unchanged | |
| UNIQUE WEALTH, LLC | 1.03% | 1.38% | #15 | $8.9M | 203,147 | $10.0M | 207,161 | -4,014-1.94% | Reduce | |
| Ironwood Wealth Management, LLC. | 1.94% | 1.45% | #7 | $8.8M | 200,360 | $5.0M | 104,821 | +95,539+91.14% | Add | |
| Heartland Bank & Trust Co | 1.79% | 2.14% | #8 | $8.6M | 197,654 | $9.5M | 196,355 | +1,299+0.66% | Add | |
| CoreCap Advisors, LLC | 0.25% | 0.31% | #28 | $8.5M | 194,331 | $9.2M | 190,938 | +3,393+1.78% | Add | |
| Legend Financial Advisors, Inc. | 4.79% | 6.19% | #2 | $8.4M | 192,783 | $9.6M | 199,416 | -6,633-3.33% | Reduce | |
| CULTIVAR CAPITAL, INC. | 5.16% | 5.56% | #1 | $8.0M | 183,482 | $8.7M | 180,735 | +2,747+1.52% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 0.02% | #64 | $8.0M | 181,965 | $8.6M | 179,182 | +2,783+1.55% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #99 | $7.8M | 179,598 | $9.9M | 206,113 | -26,515-12.86% | Reduce | |
| ACIMA PRIVATE WEALTH, LLC | 2.06% | 2.63% | #6 | $7.1M | 162,587 | $8.4M | 174,272 | -11,685-6.71% | Reduce | |
| FIRST FOUNDATION ADVISORS | 0.23% | 0.28% | #29 | $6.4M | 146,170 | $6.9M | 142,741 | +3,429+2.40% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #76 | $6.3M | 142,999 | $7.1M | 148,405 | -5,406-3.64% | Reduce | |
| Waverly Advisors, LLC | 0.03% | 0.04% | #56 | $5.1M | 117,469 | $5.7M | 117,724 | -255-0.22% | Reduce | |
| Ackerman Capital Advisors, LLC | 1% | 1.12% | #16 | $5.0M | 113,761 | $5.5M | 113,838 | -77-0.07% | Reduce | |
| Bruce G. Allen Investments, LLC | 2.9% | 3.09% | #4 | $4.5M | 103,957 | $4.7M | 98,123 | +5,834+5.95% | Add | |
| Idaho Trust Co | 1.3% | 1.45% | #12 | $4.4M | 101,717 | $4.5M | 92,845 | +8,872+9.56% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #117 | $4.3M | 98,466 | $4.8M | 98,745 | -279-0.28% | Reduce | |
| HANCOCK WHITNEY CORP | 0.06% | 0.08% | #46 | $3.8M | 86,677 | $4.4M | 86,777 | -100-0.12% | Reduce | |
| RiverGlades Family Offices LLC | 1.5% | 2.28% | #11 | $3.3M | 74,740 | $3.9M | 80,675 | -5,935-7.36% | Reduce | |
| Chicago Partners Investment Group LLC | 0.06% | 0.06% | #47 | $3.1M | 64,416 | $2.7M | 56,402 | +8,014+14.21% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #123 | $3.1M | 70,412 | $1.9M | 52,476 | +17,936+34.18% | Add | |
| WLTH Capital Management, LLC | 1.74% | 2.53% | #9 | $2.7M | 62,280 | $3.0M | 62,025 | +255+0.41% | Add | |
| Peak Financial Management, Inc. | 0.46% | 0.56% | #18 | $2.0M | 45,596 | $2.2M | 45,821 | -225-0.49% | Reduce | |
| Cresset Asset Management, LLC | 0.01% | 0.01% | #79 | $2.0M | 44,907 | $1.4M | 29,630 | +15,277+51.56% | Add | |
| WASHINGTON TRUST BANK | 0.14% | 0.19% | #33 | $2.0M | 44,823 | $2.5M | 52,482 | -7,659-14.59% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #124 | $1.9M | 44,003 | $818,380 | 17,000 | +27,003+158.84% | Add | |
| Ethos Financial Group, LLC | 0.13% | 0.22% | #36 | $1.9M | 39,554 | $3.0M | 63,090 | -23,536-37.31% | Reduce | |
| Patten Group, Inc. | 0.28% | 0.42% | #26 | $1.8M | 40,613 | $2.4M | 49,857 | -9,244-18.54% | Reduce | |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 0.99% | 0.24% | #17 | $1.7M | 39,053 | $333,225 | 6,922 | +32,131+464.19% | Add | |
| Janney Montgomery Scott LLC | <0.01% | <0.01% | #87 | $1.5M | 34,920 | $1.6M | 32,952 | +1,968+5.97% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #118 | $1.5M | 33,618 | $1.5M | 30,480 | +3,138+10.30% | Add | |
| Marino Management, LLC | 0.3% | 0.3% | #25 | $1.5M | 33,691 | $1.6M | 33,691 | 00.00% | Unchanged | |
| Coppell Advisory Solutions LLC | 0.12% | — | #37 | $1.4M | 100 | $0 | 0 | +100 | New Buy | |
| Sharper & Granite LLC | 0.44% | 0.58% | #19 | $1.4M | 32,533 | $1.7M | 35,508 | -2,975-8.38% | Reduce | |
| MONECO ADVISORS, LLC | 0.09% | 0.12% | #39 | $1.4M | 32,114 | $1.6M | 33,189 | -1,075-3.24% | Reduce | |
| Lido Advisors, LLC | <0.01% | 0.01% | #85 | $1.4M | 32,097 | $1.6M | 34,261 | -2,164-6.32% | Reduce | |
| Avestar Capital, LLC | 0.08% | 0.07% | #42 | $1.4M | 31,000 | $1.0M | 31,000 | 00.00% | Unchanged | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #104 | $1.3M | 30,391 | $1.4M | 28,569 | +1,822+6.38% | Add | |
| Fort Point Capital Partners LLC | 0.08% | 0.15% | #41 | $1.1M | 25,427 | $1.2M | 25,427 | 00.00% | Unchanged |