13F Insight
DOSSIER · 13F Holders · Q2 2026
HDEF

DBX ETF TR

149 institutions still hold DBX ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233051630·149 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
149
filers reporting
Concentration
56.56%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

149 institutions reported HDEF in Q2 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 56.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$764M23.8M0.10%Q2 202602
MORGAN STANLEY
CIK 0000895421
$91M2.8M0.00%Q2 202603
Allworth Financial LP
CIK 0001555170
$57M1.8M0.24%Q2 202604
O'Brien Wealth Partners LLC
CIK 0001689874
$55M1.8M7.29%Q4 202505
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$46M1.4M0.08%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M1.2M0.00%Q2 202607
WCG Wealth Advisors LLC
CIK 0001855713
$37M1.1M0.87%Q2 202608
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$33M1.0M0.04%Q2 202609
Geneos Wealth Management Inc.
CIK 0001764754
$32M1.0M0.66%Q2 202610
LPL Financial LLC
CIK 0001403438
$31M952K0.01%Q2 202611
UBS Group AG
CIK 0001610520
$20M635K0.00%Q2 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M613K0.00%Q2 202613
Allen Investment Management, LLC
CIK 0001326234
$19M596K0.23%Q2 202614
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$19M584K0.23%Q2 202615
TSFG, LLC
CIK 0001800513
$18M559K2.75%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M533K0.00%Q2 202617
Orion Portfolio Solutions, LLC
CIK 0001802647
$14M557K0.07%Q1 202518
Columbus Macro, LLC
CIK 0001727269
$13M402K1.26%Q2 202619
RiverFront Investment Group, LLC
CIK 0001469751
$13M392K0.17%Q2 202620
Janney Montgomery Scott LLC
CIK 0001329948
$12M382K0.03%Q1 2026
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