HolderBook

DBX ETF TR (SNPE)

Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.

124
Reporting holders
$988.2M
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

FilerValueShares Their book Held Change
MORGAN STANLEY$269.4M3,911,9930.01%25qHELD
JPMORGAN CHASE & CO$200.2M2,923,5850.01%15q-45.7%-$168.5M
Mirae Asset Global Investments Co., Ltd.$69.1M1,003,2700.10%22q-17.3%-$14.5M
ROYAL BANK OF CANADA$67.5M979,6720.01%28q+7.1%+$4.5M
WCG Wealth Advisors LLC$54.5M792,1721.29%17q-17.3%-$11.4M
LPL Financial LLC$36.3M527,0100.01%28q+3.3%+$1.2M
UBS Group AG$34.7M504,6180.00%25q-1.5%-$529.5K
AMERIPRISE FINANCIAL INC$33.6M487,6710.01%23q-44.9%-$27.3M
RAYMOND JAMES FINANCIAL INC$20.7M300,1370.01%7q+4.2%+$840.2K
FIFTH THIRD BANCORP$17.0M247,3590.03%25q+1.7%+$277.9K
PRINCIPAL FINANCIAL GROUP INC$15.8M229,5120.01%14q+19.8%+$2.6M
GOLDMAN SACHS GROUP INC$13.4M194,8260.00%18q+58.8%+$5.0M
BANK OF AMERICA CORP /DE/$12.7M184,2320.00%27qHELD
Alaska Wealth Advisors, LLC$10.6M153,6711.15%27q-3.9%-$428.2K
SCHRODER INVESTMENT MANAGEMENT GROUP$9.2M134,3150.01%2q+201.5%+$6.1M
WELLS FARGO & COMPANY/MN$8.9M129,9660.00%23q-50.9%-$9.3M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.9M114,5340.00%22q+3.0%+$231.4K
CHOREO, LLC$7.3M106,4670.08%11q-1.6%-$119.7K
MAI Capital Management$6.5M94,4410.02%9q-2.0%-$129.5K
OSAIC HOLDINGS, INC.$4.2M60,5020.00%26q-4.0%-$171.9K
ENVESTNET ASSET MANAGEMENT INC$4.2M60,3200.00%28qHELD
Bank of New York Mellon Corp$4.0M58,7590.00%newNEW
BASSO CAPITAL MANAGEMENT, L.P.$3.7M54,1150.79%newNEW
Insight Wealth Partners, LLC$3.7M54,0150.50%23q+5.5%+$194.0K
GenWealth Group, Inc.$3.6M51,9370.56%10q-2.0%-$72.7K
RETIREMENT CAPITAL STRATEGIES$3.5M50,2811.20%13q+31.0%+$818.5K
SHEETS SMITH WEALTH MANAGEMENT$3.1M45,1120.31%24q-3.4%-$109.6K
Dynamic Advisor Solutions LLC$2.8M40,9730.08%3q+7.0%+$183.6K
Warner Group LLC$2.8M40,6500.69%4q+98.5%+$1.4M
Stratos Wealth Partners, LTD.$2.8M40,4990.03%23q-0.6%-$16.0K
ZENITH SOLUTIONS, INC.$2.6M37,3112.33%newFIRST
Allworth Financial LP$2.4M34,5400.01%17q-2.6%-$63.8K
INVESTMENT COUNSEL CO OF NEVADA$2.3M33,6364.33%7q-0.5%-$12.7K
Avior Wealth Management, LLC$2.2M31,7660.06%10qHELD
FSA WEALTH PARTNERS, INC.$2.1M29,8300.51%newNEW
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.9M28,2360.13%20qHELD
Cetera Investment Advisers$1.8M25,6490.00%10q+7.5%+$122.6K
Pine Valley Investments Ltd Liability Co$1.8M25,6330.07%13q-3.3%-$59.5K
Savvy Advisors, Inc.$1.6M23,9350.03%5q-13.0%-$247.3K
NorthRock Partners, LLC$1.6M23,1830.02%4qHELD
CITADEL ADVISORS LLC$1.6M22,9060.00%newNEW
Gateway Wealth Partners, LLC$1.4M20,5030.08%11q-49.8%-$1.4M
One Capital Management, LLC$1.3M22,0780.04%18qHELD
Sonoma Allocations LLC$1.2M17,7610.38%4q+11.9%+$129.9K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.2M17,1930.00%3q-39.2%-$763.7K
Heirloom Wealth Management$1.2M17,1720.17%18q+13.9%+$144.3K
PRUDENTIAL PLC$1.1M16,3890.01%14q-7.6%-$92.3K
Balance Wealth Partners LLC$1.1M15,9100.29%6q-9.9%-$120.3K
Sage Advisory Services, Ltd.Co.$1.1M15,2510.52%newNEW
Mason & Associates Inc$1.0M14,9270.17%6qHELD
Kestra Advisory Services, LLC$984.4K14,2950.00%23q+21.9%+$176.7K
Orion Porfolio Solutions, LLC$913.9K13,2720.01%14q+2.7%+$24.1K
Weinberger Asset Management, Inc$883.2K12,8750.28%3q+2.1%+$18.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$823.4K11,9670.00%11qHELD
Ethic Inc.$802.1K11,6490.01%5q+215.2%+$547.6K
Goldstein Advisors, LLC$786.4K11,4200.07%11q+2.5%+$18.9K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$721.2K10,4730.00%7q-40.2%-$485.8K
Clearstead Advisors, LLC$695.5K10,1000.01%10qHELD
FMR LLC$680.1K9,8760.00%23q-14.4%-$114.2K
Fragasso Financial Advisors Inc$679.4K9,8660.04%14q+7.7%+$48.4K
PRIVATE TRUST CO NA$679.1K9,8630.05%17qHELD
Tower Research Capital LLC (TRC)$652.3K9,4730.02%8q-24.2%-$208.6K
PALLADIEM, LLC$642.2K9,3260.62%15qHELD
NEPC LLC$636.6K9,2450.01%7qHELD
Per Stirling Capital Management, LLC.$597.8K8,6810.06%newNEW
HBK Sorce Advisory LLC$567.4K8,0000.01%2q+17.6%+$85.1K
Grey Ledge Advisors, LLC$504.5K7,3260.10%5qHELD
POTOMAC FUND MANAGEMENT INC /ADV$494.9K7,1870.01%7qHELD
Veridan Wealth LLC$484.0K7,0290.16%7q-5.5%-$28.4K
Corient Private Wealth LP$468.4K6,8020.00%2q+100.0%+$234.2K
Creative Planning$447.8K6,5030.00%newNEW
Baird Financial Group, Inc.$425.1K6,1730.00%11q-8.7%-$40.3K
Corundum Group, Inc.$403.0K5,8520.12%3q+0.9%+$3.6K
Steward Partners Investment Advisory, LLC$377.8K5,4870.00%5qHELD
Rockefeller Capital Management L.P.$331.5K4,8130.00%4qHELD
LJI Wealth Management, LLC$331.2K4,8100.05%10qHELD
SUN LIFE FINANCIAL INC$329.4K4,783,65216.87%5q+1.6%+$5.1K
ABOUND FINANCIAL, LLC$309.7K4,4980.12%7qHELD
PNC Financial Services Group, Inc.$305.5K4,4370.00%11qHELD
POTENTIA WEALTH$297.5K4,3210.12%newNEW
WEST BANCORPORATION INC$277.9K4,0350.12%4qHELD
CAPTRUST FINANCIAL ADVISORS$266.3K3,8680.00%7qHELD
D. E. Shaw & Co., Inc.$263.3K3,8230.00%newNEW
INDEPENDENT FINANCIAL GROUP, LLC$252.1K3,6610.00%newNEW
Ellevest, Inc.$251.3K3,6490.03%5qHELD
CITIZENS FINANCIAL GROUP INC/RI$250.3K3,6350.00%7qHELD
Cyndeo Wealth Partners, LLC$238.7K3,4660.01%4qHELD
Y-Intercept (Hong Kong) Ltd$238.7K3,4660.00%newNEW
Jupiter Wealth Management LLC$228.9K3,3240.09%12qHELD
Argent Trust Co$225.1K3,2690.01%newNEW
PFG Investments, LLC$221.9K3,2220.01%newNEW
Old Peak Finance LLC$219.8K3,1920.11%newNEW
Financial Partners Group, Inc$210.4K3,0550.02%newNEW
Financial Gravity Companies, Inc.$204.9K2,9760.03%4q-2.8%-$5.9K
Private Advisor Group, LLC$204.3K2,9670.00%3q-16.0%-$38.9K
HARBOUR INVESTMENTS, INC.$187.1K2,7170.00%9q+1.1%+$2.1K
MJT & Associates Financial Advisory Group, Inc.$152.0K2,2070.10%6q+11.8%+$16.0K
TD Waterhouse Canada Inc.$133.8K1,9550.00%19qHELD
Urban Financial Advisory Corp$117.9K1,7130.03%8qHELD
AE Wealth Management LLC$107.2K1,5560.00%7q+29.3%+$24.3K

Showing the largest 100 of 128 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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026124$988.2M14,370,8791930330.0%
Q1 2026116$1.0B17,245,4471138350.0%
Q4 2025115$964.1M15,436,1101628340.0%
Q3 2025106$1.2B20,056,3231120440.0%
Q2 2025100$867.1M15,679,3541423300.0%
Q1 2025104$779.9M15,470,4081026450.0%
Q4 202499$760.3M14,264,7531020400.0%
Q3 202488$941.3M17,910,1011524260.0%
Q2 202479$583.0M11,637,3851220240.0%
Q1 202469$644.1M13,484,408723200.0%
Q4 202371$390.2M8,959,5461920170.0%
Q3 202354$275.7M7,039,143324130.0%
Q2 202357$269.5M6,645,153416210.0%
Q1 202357$212.3M5,724,051915210.0%
Q4 202253$240.0M6,944,651625160.0%
Q3 202265$269.5M8,391,418926200.0%
Q2 202264$302.3M8,915,3351211290.0%
Q1 202263$403.4M9,849,132922170.0%
Q4 202161$330.5M7,748,262520150.0%
Q3 202155$329.9M8,526,787526140.0%
Q2 202151$303.0M7,993,455822130.0%
Q1 202145$232.9M6,697,220102060.0%
Q4 202038$145.5M4,414,635171210.0%
Q3 202021$133.8M4,519,73371030.0%
Q2 202018$111.6M4,094,50741010.0%
Q1 202019$42.7M1,891,7985670.0%
Q4 201916$92.9M3,330,6846710.0%
Q3 201910$66.8M2,607,16810000.0%
Q2 20191$25.2M1,000,0001000.0%