DBX ETF TR (HYLB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
232
Reporting holders
$2.8B
Reported value
0.0%
Held as options
+20
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $395.3M | 10,825,115 | 0.03% | 31q | +2.8%+$10.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $262.6M | 351,914 | 0.20% | new | NEW |
| ROYAL BANK OF CANADA | $211.6M | 5,794,274 | 0.03% | 31q | +10.8%+$20.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $199.0M | 5,447,854 | 0.03% | 9q | -4.2%-$8.7M |
| Sixth Street Partners Management Company, L.P. | $199.0M | 5,447,854 | 0.03% | new | NEW |
| WELLS FARGO & COMPANY/MN | $182.8M | 5,005,712 | 0.03% | 31q | -41.8%-$131.4M |
| VOYA INVESTMENT MANAGEMENT LLC | $179.3M | 4,909,246 | 0.16% | 25q | +7.0%+$11.7M |
| Valmark Advisers, Inc. | $134.6M | 3,686,355 | 1.43% | 31q | +10.7%+$13.0M |
| ENVESTNET ASSET MANAGEMENT INC | $106.6M | 2,918,454 | 0.03% | 31q | +10.0%+$9.7M |
| PNC Financial Services Group, Inc. | $103.7M | 2,840,135 | 0.05% | 30q | HELD |
| FIFTH THIRD BANCORP | $73.6M | 2,016,020 | 0.12% | 31q | +174.7%+$46.8M |
| NEOS Investment Management LLC | $72.0M | 1,982,476 | 0.27% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $61.3M | 1,679,050 | 0.07% | 9q | +417.2%+$49.5M |
| Performa Ltd (US), LLC | $58.7M | 1,608,678 | 9.48% | 21q | -1.9%-$1.2M |
| AMERICAN CENTURY COMPANIES INC | $55.8M | 1,527,824 | 0.02% | 23q | -5.2%-$3.0M |
| Kensington Asset Management, LLC | $46.5M | 1,272,962 | 2.53% | 11q | +13.4%+$5.5M |
| Wealthfront Advisers LLC | $45.9M | 1,258,046 | 0.09% | 17q | -18.1%-$10.1M |
| Ocean Park Asset Management, LLC | $42.2M | 1,155,500 | 2.03% | 13q | HELD |
| TOEWS CORP /ADV | $39.9M | 1,093,400 | 5.82% | new | NEW |
| Horizon Investments, LLC | $38.4M | 1,061,732 | 0.42% | 22q | +62724.4%+$38.3M |
| ASSETMARK, INC | $32.3M | 885,297 | 0.06% | 31q | -0.5%-$176.6K |
| Financial Gravity Companies, Inc. | $28.6M | 784,423 | 4.65% | 4q | +15.8%+$3.9M |
| UBS Group AG | $25.4M | 695,254 | 0.00% | 31q | +2.9%+$713.2K |
| BTS Asset Management, Inc. | $24.4M | 668,625 | 51.47% | new | NEW |
| GOLDMAN SACHS GROUP INC | $24.3M | 665,640 | 0.00% | 23q | -37.7%-$14.7M |
| Clearstead Advisors, LLC | $23.2M | 634,304 | 0.22% | 15q | +24456.9%+$23.1M |
| AMERIPRISE FINANCIAL INC | $20.9M | 570,680 | 0.00% | 30q | -47.4%-$18.8M |
| Retirement Investment Advisors, Inc. | $20.0M | 550,451 | 1.42% | 7q | +4.0%+$772.0K |
| TD PRIVATE CLIENT WEALTH LLC | $19.2M | 525,384 | 0.35% | 11q | +17.7%+$2.9M |
| REGIONS FINANCIAL CORP | $19.0M | 519,806 | 0.11% | 31q | +7.2%+$1.3M |
| LPL Financial LLC | $15.6M | 427,106 | 0.00% | 31q | +5.4%+$802.4K |
| Avior Wealth Management, LLC | $14.6M | 400,790 | 0.38% | 31q | +3.4%+$482.7K |
| AQR CAPITAL MANAGEMENT LLC | $14.6M | 399,607 | 0.01% | 10q | +60.0%+$5.5M |
| Focus Partners Wealth | $13.5M | 369,012 | 0.01% | 11q | +27.1%+$2.9M |
| RAYMOND JAMES FINANCIAL INC | $12.7M | 347,301 | 0.00% | 7q | +48.8%+$4.2M |
| WCG Wealth Advisors LLC | $11.1M | 304,319 | 0.26% | 17q | +21.2%+$1.9M |
| NorthRock Partners, LLC | $10.6M | 291,007 | 0.15% | 4q | -4.6%-$512.3K |
| OLD MISSION CAPITAL LLC | $10.6M | 289,274 | 0.17% | 3q | -15.7%-$2.0M |
| MORGAN STANLEY | $10.4M | 284,486 | 0.00% | 35q | +10.4%+$982.9K |
| OSAIC HOLDINGS, INC. | $9.4M | 257,957 | 0.01% | 26q | +36.5%+$2.5M |
| THEORY FINANCIAL LLC | $9.4M | 257,512 | 2.96% | 6q | +4.6%+$410.6K |
| Curran Financial Partners, LLC | $8.8M | 239,750 | 1.30% | 19q | +14.5%+$1.1M |
| Rakuten Investment Management, Inc. | $8.7M | 239,115 | 0.03% | 25q | -51.2%-$9.2M |
| Estate Counselors, LLC | $7.8M | 213,826 | 0.67% | 2q | +1890.9%+$7.4M |
| Amundi | $7.8M | 212,229 | 0.00% | 19q | -6.6%-$549.8K |
| Robertson Stephens Wealth Management, LLC | $7.5M | 204,719 | 0.18% | 5q | -5.5%-$433.8K |
| Marion Wealth Management | $7.2M | 196,640 | 1.46% | 16q | +4.2%+$287.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.7M | 182,352 | 0.00% | 3q | -7.5%-$539.1K |
| Dynamic Advisor Solutions LLC | $5.5M | 151,528 | 0.16% | 23q | +1.2%+$68.1K |
| New York Life Investment Management LLC | $5.2M | 143,143 | 0.04% | new | NEW |
| Merit Financial Group, LLC | $4.7M | 129,770 | 0.01% | 13q | +80.5%+$2.1M |
| Sage Advisory Services, Ltd.Co. | $4.6M | 124,835 | 2.24% | new | NEW |
| Sanctuary Advisors, LLC | $4.6M | 124,700 | 0.02% | 9q | HELD |
| WealthPlan Investment Management, LLC | $4.3M | 118,148 | 0.21% | 7q | +24.0%+$833.9K |
| HSBC HOLDINGS PLC | $4.3M | 117,413 | 0.00% | 7q | +50.4%+$1.4M |
| Little Harbor Advisors, LLC | $4.2M | 114,728 | 2.05% | new | NEW |
| Baird Financial Group, Inc. | $3.8M | 104,557 | 0.01% | 9q | -3.2%-$127.3K |
| &PARTNERS | $3.7M | 101,969 | 0.02% | 9q | -4.8%-$186.5K |
| CITIGROUP INC | $3.5M | 96,773 | 0.00% | 29q | HELD |
| Diversify Advisory Services, LLC | $3.1M | 84,841 | 0.05% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $3.1M | 84,841 | 0.05% | 2q | +132.7%+$1.8M |
| HighTower Advisors, LLC | $2.9M | 78,422 | 0.00% | 15q | +1.6%+$45.8K |
| Martel Wealth Advisors LLC | $2.7M | 72,929 | 0.42% | 24q | +3.8%+$96.4K |
| COMMERCE BANK | $2.6M | 71,118 | 0.01% | 8q | +2.5%+$62.8K |
| Cetera Investment Advisers | $2.5M | 68,604 | 0.00% | 23q | +40.3%+$719.4K |
| Atria Investments, Inc | $2.5M | 67,733 | 0.02% | 11q | +67.2%+$994.0K |
| TRUIST FINANCIAL CORP | $2.2M | 60,194 | 0.00% | 6q | +22.0%+$396.6K |
| Perigon Wealth Management, LLC | $2.1M | 57,146 | 0.03% | 27q | +12.3%+$228.2K |
| Concurrent Investment Advisors, LLC | $2.0M | 54,737 | 0.02% | new | NEW |
| J.W. COLE ADVISORS, INC. | $1.9M | 52,758 | 0.03% | new | NEW |
| Onyx Bridge Wealth Group LLC | $1.9M | 51,976 | 0.17% | 23q | +0.9%+$16.1K |
| Kestra Advisory Services, LLC | $1.6M | 44,493 | 0.01% | 22q | -0.6%-$9.8K |
| Fifth Third Securities, Inc. | $1.6M | 43,926 | 0.09% | 17q | +12.2%+$174.3K |
| Vise Technologies, Inc. | $1.5M | 41,892 | 0.02% | 16q | +24.5%+$300.6K |
| Farther Finance Advisors, LLC | $1.5M | 41,552 | 0.01% | 15q | -1.7%-$25.5K |
| HERITAGE OAK WEALTH ADVISORS LLC | $1.5M | 40,979 | 0.44% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.4M | 38,074 | 0.02% | 6q | -5.6%-$82.7K |
| C2C Wealth Management, LLC | $1.4M | 37,498 | 1.07% | 19q | +0.9%+$11.9K |
| Gotham Asset Management, LLC | $1.3M | 35,845 | 0.00% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 35,748 | 0.00% | new | NEW |
| Wiser Advisor Group LLC | $1.3M | 34,947 | 1.40% | 11q | +1.3%+$16.9K |
| OPTIMA CAPITAL LLC | $1.1M | 29,263 | 0.42% | 3q | +12.2%+$116.3K |
| Arax Advisory Partners | $1.1M | 28,808 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 28,179 | 0.00% | 27q | -30.1%-$442.4K |
| Wealthcare Advisory Partners LLC | $1.0M | 27,706 | 0.02% | 4q | +10.2%+$93.8K |
| WEBSTER BANK, N. A. | $978.8K | 26,801 | 0.08% | 23q | +4.4%+$41.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $930.9K | 25,492 | 0.00% | 6q | +100.3%+$466.2K |
| SigFig Wealth Management, LLC | $923.4K | 25,285 | 0.02% | 28q | +4.6%+$40.4K |
| Integrated Wealth Concepts LLC | $908.7K | 24,881 | 0.00% | 2q | +122.5%+$500.2K |
| WealthPLAN Partners, LLC | $891.3K | 24,407 | 0.17% | 3q | +157.8%+$545.5K |
| WORLD EQUITY GROUP, INC. | $884.8K | 24,227 | 0.20% | 5q | +6.2%+$51.3K |
| LANARK FINANCIAL, INC. | $860.0K | 23,548 | 0.06% | 12q | +13.1%+$99.7K |
| NewEdge Advisors, LLC | $837.9K | 22,945 | 0.00% | 19q | +47.3%+$269.0K |
| Adams Wealth Management | $777.4K | 21,288 | 0.15% | 11q | -5.3%-$43.3K |
| CacheTech Inc. | $777.4K | 21,288 | 0.13% | 9q | -5.3%-$43.3K |
| Rothschild Wealth LLC | $772.8K | 21,161 | 0.06% | 11q | +4.2%+$31.3K |
| MML INVESTORS SERVICES, LLC | $741.7K | 20,308 | 0.00% | 13q | +26.1%+$153.6K |
| Balefire, LLC | $740.2K | 20,268 | 0.12% | new | NEW |
| Whitcomb & Hess, Inc. | $736.5K | 20,167 | 0.16% | 21q | +1.9%+$14.1K |
| Wealth Management Associates, Inc. | $708.1K | 19,390 | 0.20% | 3q | +12.1%+$76.7K |
Showing the largest 100 of 243 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 | 232 | $2.8B | 76,731,354 | 47 | 91 | 48 | 0.0% |
| Q1 2026 | 212 | $2.4B | 66,196,267 | 25 | 67 | 75 | 0.0% |
| Q4 2025 | 227 | $2.9B | 79,796,312 | 27 | 86 | 64 | 0.0% |
| Q3 2025 | 213 | $2.9B | 79,158,573 | 28 | 80 | 60 | 0.0% |
| Q2 2025 | 208 | $3.0B | 82,464,630 | 31 | 73 | 62 | 0.1% |
| Q1 2025 | 213 | $3.2B | 87,751,197 | 29 | 72 | 66 | 0.1% |
| Q4 2024 | 220 | $2.5B | 69,088,252 | 23 | 71 | 70 | 0.0% |
| Q3 2024 | 216 | $2.6B | 69,096,007 | 33 | 69 | 67 | 0.0% |
| Q2 2024 | 206 | $2.5B | 71,467,378 | 26 | 77 | 57 | 0.0% |
| Q1 2024 | 196 | $2.7B | 75,838,006 | 29 | 80 | 55 | 0.0% |
| Q4 2023 | 199 | $3.1B | 87,843,273 | 28 | 62 | 72 | 0.0% |
| Q3 2023 | 190 | $3.5B | 105,822,549 | 25 | 58 | 72 | 0.0% |
| Q2 2023 | 199 | $3.5B | 100,749,853 | 31 | 63 | 72 | 0.2% |
| Q1 2023 | 191 | $3.4B | 98,593,836 | 32 | 62 | 63 | 0.3% |
| Q4 2022 | 188 | $3.4B | 101,559,313 | 44 | 61 | 52 | 0.2% |
| Q3 2022 | 201 | $3.1B | 95,858,637 | 24 | 55 | 81 | 0.0% |
| Q2 2022 | 204 | $3.6B | 106,095,230 | 27 | 47 | 94 | 0.0% |
| Q1 2022 | 231 | $4.6B | 122,139,695 | 32 | 56 | 106 | 0.0% |
| Q4 2021 | 262 | $6.2B | 156,391,196 | 35 | 106 | 65 | 0.0% |
| Q3 2021 | 235 | $6.2B | 155,120,454 | 24 | 102 | 75 | 0.0% |
| Q2 2021 | 243 | $6.4B | 159,887,542 | 38 | 169 | 30 | 0.0% |
| Q1 2021 | 222 | $6.0B | 123,499,597 | 38 | 95 | 51 | 0.0% |
| Q4 2020 | 218 | $6.9B | 137,189,275 | 46 | 78 | 44 | 0.0% |
| Q3 2020 | 176 | $5.8B | 120,859,938 | 42 | 79 | 30 | 0.0% |
| Q2 2020 | 155 | $4.1B | 88,475,375 | 37 | 57 | 48 | 0.0% |
| Q1 2020 | 156 | $3.1B | 70,986,844 | 27 | 56 | 55 | 0.0% |
| Q4 2019 | 174 | $4.0B | 79,496,557 | 32 | 74 | 33 | 0.0% |
| Q3 2019 | 147 | $3.1B | 61,429,884 | 36 | 55 | 31 | 0.0% |
| Q2 2019 | 120 | $2.6B | 52,469,811 | 24 | 41 | 39 | 0.0% |
| Q1 2019 | 119 | $2.4B | 48,698,247 | 45 | 40 | 22 | 0.0% |
| Q4 2018 | 82 | $1.8B | 38,474,434 | 2 | 2 | 4 | 0.0% |