13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
HDEF

DBX ETF TR

147 institutions still hold DBX ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233051630·147 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.3%
vs prior quarter
13F value held
$1.4B
55.0% inst. owned
of float
Holders
147
-117 QoQ
filers reporting
Activity
+92 / −110
+998 added · −857 reduced
this quarter
Concentration
60.38%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

147 institutions reported HDEF in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 60.4% of the visible book. -117 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$830M25.6M0.13%Q1 202602
Allworth Financial LP
CIK 0001555170
$62M1.9M0.25%Q1 202603
O'Brien Wealth Partners LLC
CIK 0001689874
$55M1.8M7.29%Q4 202504
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$49M1.5M0.10%Q1 202605
WCG Wealth Advisors LLC
CIK 0001855713
$43M1.3M1.21%Q1 202606
MORGAN STANLEY
CIK 0000895421
$43M1.3M0.00%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$37M1.2M0.00%Q1 202608
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$33M1.0M0.05%Q1 202609
Geneos Wealth Management Inc.
CIK 0001764754
$32M999K0.75%Q1 202610
LPL Financial LLC
CIK 0001403438
$31M967K0.01%Q1 202611
UBS Group AG
CIK 0001610520
$21M645K0.00%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M621K0.00%Q1 202613
Allen Investment Management, LLC
CIK 0001326234
$19M596K0.24%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M530K0.00%Q1 202615
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$15M477K0.19%Q1 202616
Orion Portfolio Solutions, LLC
CIK 0001802647
$14M557K0.07%Q1 202517
ROYAL BANK OF CANADA
CIK 0001000275
$13M415K0.00%Q1 202618
Columbus Macro, LLC
CIK 0001727269
$13M404K1.40%Q1 202619
RiverFront Investment Group, LLC
CIK 0001469751
$12M369K0.18%Q1 202620
Rockefeller Capital Management L.P.
CIK 0001739439
$12M364K0.02%Q1 2026
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