DBX ETF TR (HDEF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
133
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $763.7M | 23,761,393 | 0.10% | 9q | -7.3%-$59.8M |
| Sixth Street Partners Management Company, L.P. | $763.7M | 23,761,393 | 0.10% | new | NEW |
| MORGAN STANLEY | $91.1M | 2,835,059 | 0.00% | 29q | +113.6%+$48.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $65.3M | 2,031,768 | 0.04% | 11q | +96.6%+$32.1M |
| Allworth Financial LP | $56.9M | 1,769,198 | 0.24% | 27q | -8.0%-$4.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $46.0M | 1,424,752 | 0.08% | 16q | -7.2%-$3.6M |
| BANK OF AMERICA CORP /DE/ | $39.9M | 1,242,881 | 0.00% | 31q | +7.4%+$2.8M |
| WCG Wealth Advisors LLC | $36.5M | 1,136,736 | 0.87% | 17q | -14.8%-$6.3M |
| Geneos Wealth Management Inc. | $32.4M | 1,006,549 | 0.66% | 19q | +0.8%+$258.2K |
| LPL Financial LLC | $30.6M | 952,348 | 0.01% | 24q | -1.5%-$474.3K |
| UBS Group AG | $20.4M | 635,354 | 0.00% | 31q | -1.6%-$322.6K |
| WELLS FARGO & COMPANY/MN | $19.7M | 613,126 | 0.00% | 22q | -50.6%-$20.2M |
| Allen Investment Management, LLC | $19.2M | 596,285 | 0.23% | 3q | HELD |
| COLDSTREAM CAPITAL MANAGEMENT INC | $18.8M | 583,660 | 0.23% | 8q | +22.4%+$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $17.1M | 532,574 | 0.00% | 22q | HELD |
| Columbus Macro, LLC | $12.9M | 402,360 | 1.26% | 17q | HELD |
| RiverFront Investment Group, LLC | $12.6M | 392,423 | 0.17% | 15q | +6.4%+$754.1K |
| ROYAL BANK OF CANADA | $12.3M | 381,715 | 0.00% | 31q | -7.9%-$1.1M |
| Rockefeller Capital Management L.P. | $11.9M | 371,777 | 0.02% | 25q | +2.1%+$240.4K |
| JPMORGAN CHASE & CO | $11.3M | 348,223 | 0.00% | 15q | +3.0%+$331.3K |
| Cetera Investment Advisers | $10.6M | 330,212 | 0.01% | 17q | -1.1%-$115.2K |
| Valmark Advisers, Inc. | $10.6M | 330,063 | 0.11% | 28q | +5.6%+$560.0K |
| ETF Portfolio Partners, Inc. | $9.7M | 302,668 | 2.31% | 6q | HELD |
| Orion Porfolio Solutions, LLC | $9.6M | 297,930 | 0.07% | 25q | -4.5%-$447.8K |
| ASSETMARK, INC | $6.3M | 197,077 | 0.01% | 4q | HELD |
| RAYMOND JAMES FINANCIAL INC | $6.1M | 189,021 | 0.00% | 7q | +2.4%+$141.1K |
| Aprio Wealth Management, LLC | $5.9M | 183,752 | 0.29% | 16q | +1.6%+$94.0K |
| HighTower Advisors, LLC | $5.1M | 158,113 | 0.00% | 15q | HELD |
| NICOLET BANKSHARES INC | $4.8M | 150,453 | 0.15% | 2q | +24.3%+$944.0K |
| Paller Financial Services Inc | $4.4M | 136,113 | 3.27% | 3q | -8.2%-$389.9K |
| SWS Partners | $4.0M | 125,266 | 0.87% | 16q | +1.9%+$76.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 125,033 | 0.01% | 15q | -5.4%-$230.7K |
| STIFEL FINANCIAL CORP | $3.3M | 101,610 | 0.00% | 13q | -1.1%-$37.5K |
| Indivisible Partners | $3.2M | 100,648 | 0.18% | 3q | -2.0%-$66.8K |
| OSAIC HOLDINGS, INC. | $3.2M | 100,451 | 0.00% | 26q | +2.8%+$87.2K |
| Larson Financial Group LLC | $3.2M | 99,033 | 0.08% | 4q | +30751.4%+$3.2M |
| REGIONS FINANCIAL CORP | $3.1M | 96,818 | 0.02% | 6q | +6.9%+$201.7K |
| Dynamic Advisor Solutions LLC | $2.4M | 74,970 | 0.07% | 15q | +7.4%+$166.3K |
| Tradition Wealth Management, LLC | $2.1M | 65,661 | 0.13% | 19q | HELD |
| Creative Planning | $2.1M | 63,914 | 0.00% | 15q | +9.1%+$171.8K |
| CITADEL ADVISORS LLC | $1.8M | 55,899 | 0.00% | new | NEW |
| Coppell Advisory Solutions LLC | $1.7M | 211 | 0.14% | new | NEW |
| INVESTMENT PARTNERS, LTD. | $1.7M | 51,942 | 0.52% | 8q | HELD |
| SHEPHERD KAPLAN KROCHUK, LLC | $1.7M | 51,877 | 1.32% | 22q | -20.7%-$436.4K |
| CAPTRUST FINANCIAL ADVISORS | $1.3M | 41,650 | 0.00% | 13q | -5.0%-$69.9K |
| AlphaCore Capital LLC | $1.2M | 37,667 | 0.02% | 5q | HELD |
| Mariner, LLC | $1.2M | 37,391 | 0.00% | 7q | +7.0%+$78.1K |
| Mutual Advisors, LLC | $1.2M | 36,750 | 0.02% | 10q | +5.8%+$65.2K |
| World Investment Advisors | $1.2M | 35,722 | 0.02% | 11q | HELD |
| IFP Advisors, Inc | $1.1M | 34,597 | 0.02% | 23q | +3.4%+$36.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 33,442 | 0.00% | 3q | +106.3%+$553.9K |
| MAI Capital Management | $1.0M | 32,653 | 0.00% | 9q | +13.1%+$121.4K |
| FMR LLC | $1.0M | 32,428 | 0.00% | 16q | +9.3%+$88.4K |
| Farther Finance Advisors, LLC | $1.0M | 31,875 | 0.01% | 7q | +159.1%+$629.0K |
| 5T Wealth, LLC | $1.0M | 31,511 | 0.38% | 4q | +4.9%+$47.5K |
| JONES FINANCIAL COMPANIES LLLP | $1.0M | 31,457 | 0.00% | 7q | +55.0%+$358.1K |
| Orgel Wealth Management, LLC | $956.7K | 29,766 | 0.02% | 12q | HELD |
| FIFTH THIRD BANCORP | $922.5K | 28,702 | 0.00% | 2q | +64.1%+$360.3K |
| Corient Private Wealth LP | $876.8K | 27,280 | 0.00% | 15q | +105.4%+$449.9K |
| NewEdge Advisors, LLC | $874.1K | 27,198 | 0.00% | 15q | +42.2%+$259.4K |
| GLENMEDE TRUST CO NA | $768.1K | 23,900 | 0.00% | 20q | HELD |
| GDS Wealth Management | $733.6K | 22,826 | 0.03% | 6q | +69.8%+$301.5K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $675.8K | 21,026 | 0.08% | 2q | HELD |
| Austin Wealth Management, LLC | $673.6K | 20,239 | 0.14% | 12q | +22.1%+$122.0K |
| Integrated Wealth Concepts LLC | $666.8K | 20,746 | 0.00% | 2q | +41.2%+$194.7K |
| NorthCrest Asset Manangement, LLC | $640.7K | 19,628 | 0.02% | 4q | -28.7%-$258.4K |
| Crescent Grove Advisors, LLC | $582.2K | 18,116 | 0.05% | 15q | -4.5%-$27.4K |
| WETZEL INVESTMENT ADVISORS, INC. | $569.4K | 17,716 | 0.20% | 5q | -3.7%-$21.7K |
| Beacon Pointe Advisors, LLC | $503.4K | 15,663 | 0.00% | 4q | +88.2%+$235.9K |
| PERSPECTIVE WEALTH ADVISORS LLC | $490.8K | 15,270 | 0.27% | 3q | +7.5%+$34.3K |
| Focus Partners Wealth | $457.6K | 14,238 | 0.00% | 3q | +109.6%+$239.3K |
| FOCUSED ALPHA, LLC | $433.6K | 13,491 | 0.11% | 3q | +2.2%+$9.5K |
| Sequoia Financial Advisors, LLC | $403.0K | 12,540 | 0.00% | 4q | -0.7%-$2.8K |
| Headland Capital, LLC | $388.6K | 12,090 | 0.10% | 7q | HELD |
| Wealthspire Advisors, LLC | $374.2K | 11,644 | 0.00% | new | NEW |
| DeLarme Wealth Management, Inc. | $369.0K | 11,481 | 0.21% | 3q | HELD |
| REDW Wealth LLC | $355.8K | 11,070 | 0.13% | 3q | HELD |
| ENTREWEALTH, LLC | $352.6K | 10,423 | 0.13% | 7q | +3.5%+$12.0K |
| SEI INVESTMENTS CO | $349.0K | 10,859 | 0.00% | 7q | -3.3%-$11.7K |
| Robertson Stephens Wealth Management, LLC | $342.5K | 10,655 | 0.01% | 5q | HELD |
| Quantinno Capital Management LP | $341.4K | 10,622 | 0.00% | 2q | +28.3%+$75.4K |
| HB Wealth Management, LLC | $338.2K | 10,523 | 0.00% | 19q | HELD |
| Patten Group, Inc. | $332.4K | 10,342 | 0.05% | 5q | -15.0%-$58.7K |
| Essex Financial Services, Inc. | $332.3K | 10,340 | 0.02% | 2q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $319.3K | 9,935 | 0.00% | 5q | -6.3%-$21.5K |
| BRIGHTON JONES LLC | $316.2K | 9,837 | 0.01% | 2q | +2.2%+$6.9K |
| Wealth Enhancement Trust Services, Inc. | $309.3K | 9,824 | 0.02% | 3q | +69.8%+$127.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $306.0K | 9,521 | 0.00% | 19q | -3.0%-$9.4K |
| Bernicke Wealth Management, Ltd. | $278.6K | 8,667 | 0.03% | 3q | HELD |
| MARIPAU WEALTH MANAGEMENT LLC | $261.3K | 8,130 | 0.09% | 6q | HELD |
| Signal Advisors Wealth, LLC | $261.3K | 8,130 | 0.01% | 6q | HELD |
| Private Wealth Group, LLC | $248.7K | 7,739 | 0.10% | 6q | HELD |
| Sovran Advisors, LLC | $226.2K | 6,661 | 0.02% | 5q | -12.0%-$31.0K |
| Capital Investment Advisors, LLC | $206.0K | 6,408 | 0.00% | 3q | -8.0%-$17.9K |
| KWB Wealth | $203.2K | 6,322 | 0.02% | new | NEW |
| BANK OF MONTREAL /CAN/ | $190.7K | 5,933 | 0.00% | 7q | +887.2%+$171.4K |
| WHITTIER TRUST CO | $189.5K | 5,814 | 0.00% | 7q | HELD |
| Qube Research & Technologies Ltd | $184.7K | 5,746 | 0.00% | 6q | +16.7%+$26.4K |
| EP Wealth Advisors, LLC | $181.5K | 5,648 | 0.00% | 2q | -45.0%-$148.4K |
| Lodestone Wealth Management LLC | $171.0K | 5,321 | 0.06% | 3q | HELD |
Showing the largest 100 of 140 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 133 | $2.2B | 69,215,426 | 18 | 47 | 32 | 0.0% |
| Q1 2026 | 132 | $1.5B | 45,820,262 | 16 | 47 | 30 | 0.0% |
| Q4 2025 | 129 | $1.5B | 50,588,590 | 16 | 39 | 36 | 0.0% |
| Q3 2025 | 113 | $1.5B | 49,662,920 | 19 | 46 | 27 | 0.0% |
| Q2 2025 | 104 | $1.4B | 49,274,096 | 15 | 40 | 25 | 0.0% |
| Q1 2025 | 99 | $1.3B | 49,443,306 | 17 | 25 | 29 | 0.0% |
| Q4 2024 | 96 | $1.2B | 47,639,091 | 21 | 34 | 15 | 0.0% |
| Q3 2024 | 82 | $1.3B | 46,878,545 | 10 | 25 | 23 | 0.0% |
| Q2 2024 | 86 | $1.0B | 41,959,202 | 13 | 29 | 24 | 0.0% |
| Q1 2024 | 79 | $1.1B | 43,743,594 | 15 | 30 | 17 | 0.0% |
| Q4 2023 | 72 | $1.0B | 41,688,159 | 9 | 22 | 27 | 0.0% |
| Q3 2023 | 65 | $922.7M | 40,845,225 | 9 | 22 | 20 | 0.0% |
| Q2 2023 | 61 | $929.2M | 40,345,153 | 13 | 23 | 12 | 0.0% |
| Q1 2023 | 55 | $905.4M | 38,873,913 | 7 | 28 | 11 | 0.0% |
| Q4 2022 | 50 | $911.3M | 41,775,455 | 13 | 19 | 10 | 0.0% |
| Q3 2022 | 55 | $719.9M | 39,593,201 | 12 | 24 | 10 | 0.0% |
| Q2 2022 | 56 | $764.3M | 36,470,386 | 15 | 22 | 7 | 0.0% |
| Q1 2022 | 47 | $796.6M | 32,982,555 | 6 | 20 | 13 | 0.0% |
| Q4 2021 | 52 | $732.1M | 30,957,425 | 12 | 18 | 12 | 0.0% |
| Q3 2021 | 49 | $648.4M | 28,512,143 | 12 | 20 | 9 | 0.0% |
| Q2 2021 | 40 | $616.1M | 25,375,455 | 7 | 20 | 6 | 0.0% |
| Q1 2021 | 34 | $553.4M | 23,211,454 | 11 | 15 | 6 | 0.0% |
| Q4 2020 | 26 | $474.5M | 20,480,449 | 4 | 11 | 7 | 0.0% |
| Q3 2020 | 29 | $409.1M | 20,092,306 | 6 | 13 | 6 | 0.0% |
| Q2 2020 | 26 | $411.4M | 20,185,157 | 5 | 12 | 5 | 0.0% |
| Q1 2020 | 26 | $336.7M | 18,269,845 | 9 | 7 | 8 | 0.0% |
| Q4 2019 | 19 | $381.0M | 15,439,733 | 5 | 7 | 5 | 0.0% |
| Q3 2019 | 15 | $315.4M | 13,885,123 | 4 | 7 | 1 | 0.0% |
| Q2 2019 | 13 | $256.4M | 11,193,892 | 5 | 4 | 3 | 0.0% |
| Q1 2019 | 13 | $227.8M | 10,016,740 | 3 | 4 | 5 | 0.0% |
| Q4 2018 | 11 | $187.4M | 9,077,852 | 1 | 1 | 0 | 0.0% |