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Disclosery

HDEF DBX ETF TR

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ETF (fund)

107 managers (107 13F filers) reported a position in HDEF shares at 2025-03-31, 50,051,638 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
107
13F filers
107
New
17
Added
27
Reduced
36
Sold out
12
Shares held by filers
50,051,638

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co34,470,676$936M0.18%+814,19813F-HR/ATimelineGroup
Allworth Financial LP1,819,368$50.7M0.29%+32,37913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,541,377$41.8M0.08%+19,79313F-HRTimeline
Geneos Wealth Management Inc.1,449,245$39.3M0.58%+950,55113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,029,411$27.9M<0.01%+15,73813F-HRTimelineGroup
UBS Group AGin group UBS Group AG851,973$23.1M0.01%-8,38213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY736,434$20M<0.01%-38,10913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP595,094$16.2M0.03%+56413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC481,513$13.1M<0.01%-8,36313F-HRTimelineGroup
WCG Wealth Advisors LLC430,054$11.7M0.89%-71,64313F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC424,516$11.5M0.25%-15,88413F-HRTimeline
Columbus Macro, LLC414,637$11.3M1.48%-3,92513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…414,490$11.2M0.03%+19,47813F-HRTimelineGroup
Cetera Investment Advisers322,360$8.75M0.02%-1,78013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA284,859$7.73M<0.01%-5,16313F-HR/ATimelineGroup
Valmark Advisers, Inc.281,270$7.63M0.12%+16,29713F-HRTimeline
Orion Porfolio Solutions, LLC268,618$7.29M0.07%-20,00713F-HRTimeline
Orion Portfolio Solutions, LLC268,618$7.29M0.07%-20,00713F-HR/ATimeline
ETF Portfolio Partners, Inc.265,541$7.21M2.17%new13F-HRTimeline
White Pine Investment CO265,022$7.19M1.94%-3,48213F-HRTimeline
Systelligence, LLC221,196$6M1.44%+15,78913F-HRTimeline
RiverFront Investment Group, LLC201,286$5.46M0.12%-6,90013F-HRTimeline
TSFG, LLC197,705$5.37M1.1%-39,29813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC194,691$5.28M0.01%+6,01013F-HRTimeline
LPL Financial LLC193,250$5.24M<0.01%-72,17713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN163,548$4.44M<0.01%+163,54713F-HRTimelineGroup
SSI INVESTMENT MANAGEMENT LLC149,123$4.05M0.31%-6,11813F-HRTimeline
Aprio Wealth Management, LLC145,165$3.94M0.49%+16,87613F-HRTimeline
CSM Advisors, LLC126,031$3.42M0.19%-1,07113F-HRTimeline
HighTower Advisors, LLC124,198$3.37M<0.01%+16,69813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO120,939$3.28M<0.01%-27,02013F-HRTimelineGroup
SWS Partners120,467$3.27M1.07%-3,10713F-HR/ATimeline
FLOW TRADERS U.S. LLC89,643$2.43M0.1%new13F-HRTimeline
Central Pacific Bank - Trust Division85,155$2.31M0.32%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC84,056$2.28M1.95%-9,18813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,992$2.23M<0.01%-8,00113F-HRTimelineGroup
Dynamic Advisor Solutions LLC76,640$2.08M0.07%-74813F-HRTimeline
Tradition Wealth Management, LLC69,199$1.88M0.17%-4,90613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC60,650$1.65M<0.01%-25,05213F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.56,077$1.52M0.63%+1,55613F-HRTimeline
MIdWestOne Financial Group, Inc.49,903$1.35M0.19%new13F-HRTimeline
Creative Planningin group Creative Planning49,407$1.34M<0.01%+10,65213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS41,997$1.14M<0.01%-2,73913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA41,900$1.14M0.01%013F-HRTimelineGroup
Crossmark Global Holdings, Inc.40,253$1.09M0.02%new13F-HRTimeline
Mutual Advisors, LLC35,477$988K0.03%-77013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,146$927K<0.01%-7,65513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,942$921K<0.01%-262,79313F-HR/ATimelineGroup
Orgel Wealth Management, LLC33,322$904K0.02%013F-HRTimeline
MAI Capital Management32,609$885K0.01%-8,14913F-HRTimeline
NewEdge Advisors, LLC27,161$737K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC26,802$727K<0.01%+7,35313F-HRTimelineGroup
Austin Wealth Management, LLC24,951$695K0.14%+1,67913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP25,565$694K0.01%new13F-HRTimelineGroup
IFP Advisors, Inc24,135$655K0.02%-4,39613F-HRTimeline
World Investment Advisors24,112$654K0.02%-2,17613F-HRTimeline
FMR LLCin group FMR LLC23,806$646K<0.01%+11,03813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.23,222$630K<0.01%-3,67413F-HRTimeline
PFG Advisors20,782$564K0.03%+1,30713F-HRTimeline
Crescent Grove Advisors, LLC18,968$515K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,053$436K<0.01%+4,36613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,192$412K<0.01%-1,01813F-HR/ATimelineGroup
ENTREWEALTH, LLC13,640$370K0.28%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,385$363K<0.01%-6413F-HRTimelineGroup
FDx Advisors, Inc.13,254$360K0.12%-22313F-HRTimeline
Headland Capital, LLC11,889$323K0.11%+7713F-HRTimeline
HB Wealth Management, LLC11,345$308K<0.01%013F-HRTimeline
COMERICA BANK11,050$300K<0.01%013F-HRTimeline
GDS Wealth Management10,610$288K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC10,356$281K<0.01%+1,83713F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,710$264K<0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC9,333$253K<0.01%013F-HR/ATimelineGroup
Cresset Asset Management, LLC9,233$251K<0.01%013F-HRTimeline
MONECO ADVISORS, LLC8,511$231K0.02%013F-HR/ATimeline
MARIPAU WEALTH MANAGEMENT LLC8,130$221K0.13%new13F-HRTimeline
Signal Advisors Wealth, LLC8,130$221K0.02%new13F-HRTimeline
Private Wealth Group, LLC7,739$210K0.12%new13F-HRTimeline
BOK Financial Private Wealth, Inc.7,718$209K0.02%013F-HRTimeline
Northwest Capital Management Inc6,934$188K0.08%013F-HRTimeline
WHITTIER TRUST CO5,814$158K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,331$145K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC4,875$132K0.02%+3,37013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,173$86.7K<0.01%+2,85013F-HR/ATimelineGroup
AE Wealth Management LLC2,733$74.2K<0.01%-14813F-HRTimeline
Qube Research & Technologies Ltd2,074$56.3K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.1,911$51.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,791$48.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,621$44K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,468$39.8K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,453$39.4K<0.01%+57813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,412$38.3K<0.01%013F-HRTimelineGroup
Transce3nd, LLC1,296$35.2K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC1,153$31.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,021$24.8K<0.01%013F-HRTimelineGroup
Red Tortoise LLC694$18.8K0.01%+513F-HRTimeline
First Horizon Advisors, Inc.537$14.6K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …531$14.4K<0.01%13F-HRTimelineGroup
Pinnacle Bancorp, Inc.515$14K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…479$13K0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC393$11K<0.01%-8513F-HRTimelineGroup
Parallel Advisors, LLC266$7.22K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.226$6.13K<0.01%+10013F-HRTimeline
WPG Advisers, LLC59$1.6K<0.01%013F-HRTimeline
Kozak & Associates, Inc.46$1.23K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…5$136<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$54<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.