DBX ETF TR (SHYL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
55
Reporting holders
$126.9M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $27.7M | 624,517 | 0.01% | 12q | +12.4%+$3.1M |
| BANK OF AMERICA CORP /DE/ | $27.6M | 622,146 | 0.00% | 30q | +7.0%+$1.8M |
| AMERIPRISE FINANCIAL INC | $9.7M | 199,882 | 0.00% | 29q | -53.2%-$11.0M |
| Concurrent Investment Advisors, LLC | $9.3M | 210,216 | 0.08% | 9q | +7.3%+$631.9K |
| Seros Financial, LLC | $4.9M | 110,581 | 2.56% | 4q | +7.5%+$343.7K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $4.4M | 99,306 | 0.30% | 25q | +2.9%+$124.3K |
| MORGAN STANLEY | $4.3M | 96,262 | 0.00% | 4q | +108.1%+$2.2M |
| Sanctuary Advisors, LLC | $3.7M | 83,207 | 0.02% | 9q | +1.0%+$35.9K |
| ABLE Financial Group, LLC | $3.4M | 76,428 | 0.57% | 7q | +1.2%+$39.7K |
| Mutual Advisors, LLC | $2.9M | 65,691 | 0.05% | 5q | +44.0%+$891.5K |
| OSAIC HOLDINGS, INC. | $2.6M | 57,749 | 0.00% | 10q | +1.2%+$31.5K |
| Orion Porfolio Solutions, LLC | $2.3M | 51,564 | 0.02% | 14q | -4.9%-$117.6K |
| ROYAL BANK OF CANADA | $2.1M | 47,662 | 0.00% | 31q | -30.1%-$913.1K |
| INVENIO WEALTH PARTNERS LLC | $2.0M | 44,994 | 0.72% | new | NEW |
| Focus Financial Network, Inc. | $1.9M | 42,058 | 0.06% | 4q | +42.9%+$561.0K |
| Encompass More Asset Management | $1.6M | 35,149 | 0.23% | 2q | +6.9%+$101.1K |
| JANE STREET GROUP, LLC | $1.5M | 34,077 | 0.00% | 16q | +118.7%+$821.9K |
| Atria Investments, Inc | $1.4M | 32,619 | 0.01% | 14q | -1.0%-$14.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 31,132 | 0.00% | 4q | -1.9%-$26.8K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 27,971 | 0.00% | 18q | -3.3%-$42.5K |
| Rialto Wealth Management, LLC | $1.1M | 24,637 | 0.22% | 7q | +11.5%+$112.5K |
| Burnham & Co LLC | $843.1K | 18,975 | 0.68% | new | FIRST |
| PFG Advisors | $755.0K | 16,992 | 0.04% | 13q | -1.5%-$11.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $719.5K | 16,275 | 0.04% | 5q | HELD |
| Perigon Wealth Management, LLC | $652.8K | 14,693 | 0.01% | 6q | -0.6%-$4.2K |
| Fifth Third Securities, Inc. | $646.1K | 14,541 | 0.04% | new | NEW |
| Gladstone Institutional Advisory LLC | $610.4K | 13,739 | 0.02% | 2q | +26.9%+$129.5K |
| ASSETMARK, INC | $484.1K | 10,895 | 0.00% | 25q | +4.3%+$20.1K |
| DAVENPORT & Co LLC | $419.5K | 9,441 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $404.0K | 9,093 | 0.00% | new | NEW |
| M.E. ALLISON & CO., INC. | $399.9K | 9,000 | 0.23% | 4q | HELD |
| Geneos Wealth Management Inc. | $394.9K | 8,888 | 0.01% | 18q | HELD |
| Diversify Advisory Services, LLC | $394.1K | 8,970 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $394.1K | 8,970 | 0.01% | 2q | +2.5%+$9.8K |
| Braeburn Wealth Management LLC | $355.4K | 8,000 | 0.15% | 3q | HELD |
| Cetera Investment Advisers | $289.1K | 6,506 | 0.00% | 4q | +6.2%+$16.7K |
| FLAGSHIP HARBOR ADVISORS, LLC | $288.8K | 6,500 | 0.01% | new | NEW |
| BENJAMIN EDWARDS INC | $259.5K | 5,833 | 0.00% | 3q | +6.6%+$16.1K |
| RAYMOND JAMES FINANCIAL INC | $247.6K | 5,572 | 0.00% | 7q | -15.9%-$46.7K |
| Advisory Services Network, LLC | $245.2K | 5,519 | 0.00% | 5q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $238.5K | 5,368 | 0.01% | 5q | -2.8%-$7.0K |
| Allworth Financial LP | $205.6K | 4,627 | 0.00% | 19q | -6.4%-$14.1K |
| Financial Gravity Companies, Inc. | $204.9K | 4,612 | 0.03% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $132.7K | 2,987 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $77.1K | 1,736 | 0.00% | 2q | +62.5%+$29.7K |
| Copia Wealth Management | $61.8K | 1,392 | 0.04% | 6q | HELD |
| Cape Investment Advisory, Inc. | $41.2K | 927 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $32.2K | 724 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $16.9K | 380 | 0.00% | new | NEW |
| Archer Investment Corp | $10.9K | 246 | 0.00% | 9q | +100.0%+$5.5K |
| Silver Grove Financial Group, Inc. | $1.8K | 40 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $1.3K | 29 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $921 | 20,720 | 0.00% | 3q | +4.8% |
| FMR LLC | $793 | 18 | 0.00% | 2q | -30.8% |
| Cambridge Investment Research Advisors, Inc. | $634 | 14,248 | 0.00% | 9q | +128.7% |
| USAdvisors Wealth Management, LLC | $496 | 11,181 | 0.14% | 10q | +6.2% |
| JONES FINANCIAL COMPANIES LLLP | $310 | 7 | 0.00% | new | NEW |
| Coston, McIsaac & Partners | $62 | 1,397 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $23 | 1 | 0.00% | 8q | HELD |
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 | 55 | $126.9M | 2,839,344 | 11 | 21 | 12 | 0.0% |
| Q1 2026 | 47 | $122.3M | 2,754,796 | 9 | 12 | 17 | 0.0% |
| Q4 2025 | 43 | $112.5M | 2,501,559 | 6 | 17 | 10 | 0.0% |
| Q3 2025 | 39 | $121.9M | 2,685,407 | 8 | 20 | 3 | 0.0% |
| Q2 2025 | 36 | $79.6M | 1,769,426 | 7 | 14 | 8 | 0.0% |
| Q1 2025 | 36 | $79.9M | 1,790,132 | 7 | 16 | 10 | 0.0% |
| Q4 2024 | 38 | $75.0M | 1,675,416 | 8 | 13 | 10 | 0.0% |
| Q3 2024 | 28 | $59.8M | 1,310,980 | 3 | 14 | 7 | 0.0% |
| Q2 2024 | 29 | $58.1M | 1,316,716 | 7 | 14 | 4 | 0.0% |
| Q1 2024 | 29 | $60.9M | 1,366,760 | 3 | 6 | 12 | 0.0% |
| Q4 2023 | 30 | $61.0M | 1,375,922 | 5 | 9 | 9 | 0.0% |
| Q3 2023 | 26 | $58.4M | 1,357,641 | 2 | 16 | 4 | 0.0% |
| Q2 2023 | 29 | $52.6M | 1,209,857 | 5 | 8 | 11 | 0.0% |
| Q1 2023 | 27 | $45.5M | 1,051,599 | 7 | 7 | 9 | 0.0% |
| Q4 2022 | 24 | $20.8M | 488,123 | 4 | 4 | 11 | 0.0% |
| Q3 2022 | 25 | $37.1M | 890,750 | 6 | 7 | 8 | 0.0% |
| Q2 2022 | 19 | $34.0M | 804,939 | 2 | 5 | 8 | 0.0% |
| Q1 2022 | 20 | $47.7M | 1,185,651 | 3 | 5 | 8 | 0.0% |
| Q4 2021 | 20 | $40.0M | 845,315 | 6 | 5 | 2 | 0.0% |
| Q3 2021 | 17 | $39.1M | 817,800 | 5 | 3 | 4 | 0.0% |
| Q2 2021 | 15 | $43.1M | 897,535 | 1 | 7 | 2 | 0.0% |
| Q1 2021 | 14 | $33.6M | 753,639 | 6 | 2 | 0 | 0.0% |
| Q4 2020 | 10 | $29.9M | 628,839 | 1 | 6 | 2 | 0.0% |
| Q3 2020 | 14 | $29.0M | 638,662 | 3 | 3 | 6 | 0.0% |
| Q2 2020 | 13 | $38.7M | 864,772 | 5 | 6 | 2 | 0.0% |
| Q1 2020 | 11 | $18.8M | 439,526 | 2 | 5 | 3 | 0.0% |
| Q4 2019 | 9 | $17.2M | 352,901 | 0 | 5 | 4 | 0.0% |
| Q3 2019 | 10 | $17.3M | 355,985 | 1 | 6 | 1 | 0.0% |
| Q2 2019 | 10 | $14.6M | 296,983 | 2 | 3 | 2 | 0.0% |
| Q1 2019 | 12 | $20.5M | 417,249 | 3 | 2 | 6 | 0.0% |
| Q4 2018 | 17 | $50.4M | 882,250 | 0 | 1 | 1 | 0.0% |