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Disclosery

HDEF DBX ETF TR

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ETF (fund)

121 managers (121 13F filers) reported a position in HDEF shares at 2025-09-30, 50,313,242 shares in all. 20 filers opened a position and 8 filers sold out during the quarter.

Managers
121
13F filers
121
New
20
Added
52
Reduced
34
Sold out
8
Shares held by filers
50,313,242

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Co29,371,611$864M0.14%-1,779,86513F-HRTimelineGroup
Allworth Financial LP1,893,216$55.7M0.25%+38,25013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,831,804$53.9M0.09%+1,820,34413F-HRTimeline
O'Brien Wealth Partners LLC1,785,020$52.5M7.11%-6,10213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,687,620$50.1M0.08%+37,29113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,225,593$36.1M<0.01%+443,69013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/991,935$29.2M<0.01%+33,00813F-HR/ATimelineGroup
Geneos Wealth Management Inc.968,915$28.5M0.72%+21,92513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN877,084$25.8M0.01%+2,55113F-HRTimelineGroup
UBS Group AGin group UBS Group AG762,234$22.4M<0.01%-79,82813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP608,276$17.9M0.03%+11,31413F-HRTimelineGroup
LPL Financial LLC559,519$16.5M<0.01%+116,47013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC521,876$15.4M<0.01%+9,43413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC442,323$13M0.18%+21,86813F-HRTimeline
Columbus Macro, LLC414,019$12.2M1.39%-33813F-HRTimeline
WCG Wealth Advisors LLC380,757$11.2M0.7%-41,81313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA375,641$11.1M<0.01%+3,37613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…350,272$10.3M0.02%-62,09313F-HRTimelineGroup
Cetera Investment Advisers344,734$10.1M0.01%+23,68613F-HRTimeline
Orion Porfolio Solutions, LLC335,253$9.86M0.08%+13,20513F-HRTimeline
TSFG, LLC303,260$8.92M1.42%+12,96413F-HRTimeline
Valmark Advisers, Inc.291,611$8.58M0.11%+3,71313F-HRTimeline
ETF Portfolio Partners, Inc.287,678$8.46M2.25%+5,02413F-HRTimeline
RiverFront Investment Group, LLC284,853$8.38M0.15%+7,98113F-HRTimeline
White Pine Investment CO253,192$7.45M1.77%-4,22113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO245,734$7.23M<0.01%+85,06013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC207,179$6.1M0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC168,213$4.95M0.49%+6,56013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC166,908$4.91M0.01%-21,21113F-HRTimeline
HighTower Advisors, LLC155,517$4.58M0.01%-4,71813F-HRTimeline
CSM Advisors, LLC143,735$4.23M0.12%+17,70413F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC139,196$4.1M0.28%+2,70313F-HRTimeline
SWS Partners129,282$3.8M0.93%+10,70813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,420$3.48M<0.01%+29,36313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP105,011$3.09M<0.01%-54,11013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,860$2.89M<0.01%+30,57513F-HRTimelineGroup
Dynamic Advisor Solutions LLC78,593$2.31M0.07%+4,87313F-HRTimeline
Central Pacific Bank - Trust Division77,310$2.27M0.28%+3,55513F-HRTimeline
Tradition Wealth Management, LLC69,133$2.03M0.15%-913F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC67,650$1.99M1.63%-35,06613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP64,481$1.9M0.01%+5,84513F-HR/ATimelineGroup
INVESTMENT PARTNERS, LTD.55,331$1.63M0.57%-74613F-HRTimeline
MIdWestOne Financial Group, Inc.54,256$1.6M0.19%-13313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,934$1.44M<0.01%-6313F-HRTimeline
Creative Planningin group Creative Planning48,271$1.42M<0.01%-2,55413F-HRTimelineGroup
Crossmark Global Holdings, Inc.47,703$1.39M0.02%-2,78713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,635$1.31M<0.01%+6,41913F-HRTimelineGroup
AlphaCore Capital LLC44,436$1.31M0.04%+11,17513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,487$1.22M<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC35,157$1.05M0.02%+30213F-HRTimeline
GTS SECURITIES LLC35,348$1.04M0.04%+27,75313F-HRTimeline
World Investment Advisors35,277$1.04M0.02%+11,51113F-HRTimeline
Orgel Wealth Management, LLC30,808$906K0.02%-68313F-HRTimeline
IFP Advisors, Inc30,720$904K0.02%+6,35013F-HR/ATimeline
MAI Capital Management28,935$851K0.01%-44413F-HRTimeline
NewEdge Advisors, LLC27,696$815K<0.01%+16213F-HRTimeline
FMR LLCin group FMR LLC26,777$788K<0.01%-1,82713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,128$769K<0.01%+66013F-HRTimelineGroup
Glenmede Investment Management, LP23,900$703K<0.01%-18,00013F-HRTimeline
Austin Wealth Management, LLC22,131$658K0.1%+47813F-HRTimeline
5T Wealth, LLC22,017$648K0.28%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…21,979$647K0.01%+12,26413F-HRTimeline
PFG Advisors21,154$622K0.03%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth19,644$591K0.01%+10,39013F-HRTimelineGroup
Crescent Grove Advisors, LLC18,968$558K0.05%013F-HRTimeline
COMERICA BANK16,212$477K<0.01%+21213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,732$404K<0.01%-42613F-HRTimelineGroup
FDx Advisors, Inc.12,652$372K0.11%+89413F-HRTimeline
GDS Wealth Management12,499$368K0.02%+1,26213F-HRTimeline
Headland Capital, LLC12,238$360K0.1%+8913F-HRTimeline
Janney Montgomery Scott LLC12,220$360K<0.01%new13F-HRTimeline
Orin Green Financial, LLC11,596$341K0.14%new13F-HRTimeline
Sovran Advisors, LLC10,875$322K0.03%-60013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,695$315K0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,766$314K<0.01%+2,03113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…10,655$313K0.01%013F-HRTimeline
Patten Group, Inc.10,526$310K0.06%-5,18213F-HRTimeline
HB Wealth Management, LLC10,523$310K<0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,873$290K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,765$287K<0.01%-3,96613F-HRTimelineGroup
BRIGHTON JONES LLC9,523$280K0.01%+6913F-HRTimeline
Signal Advisors Wealth, LLC9,453$278K0.03%+1,32313F-HRTimeline
Sequoia Financial Advisors, LLC9,379$276K<0.01%new13F-HRTimeline
ENTREWEALTH, LLC8,980$264K0.14%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.8,517$251K0.11%+77913F-HRTimeline
MONECO ADVISORS, LLC8,511$250K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC8,324$245K<0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,130$239K0.12%013F-HRTimeline
Merit Financial Group, LLC8,061$237K<0.01%-97013F-HR/ATimeline
Private Wealth Group, LLC7,739$228K0.11%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,385$217K<0.01%new13F-HRTimelineGroup
NorthCrest Asset Manangement, LLC7,205$214K0.01%new13F-HRTimeline
WHITTIER TRUST CO5,814$173K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,332$157K<0.01%+2,08913F-HRTimelineGroup
PRIVATE TRUST CO NA3,996$118K0.01%-1,74913F-HRTimeline
CWM, LLCin group CWM, LLC3,850$113K<0.01%+20013F-HRTimelineGroup
Qube Research & Technologies Ltd3,490$103K<0.01%-90013F-HRTimeline
BOK Financial Private Wealth, Inc.2,756$81.1K0.01%-1,10313F-HRTimeline
AE Wealth Management LLC2,504$73.7K<0.01%-1,53713F-HRTimeline
CoreCap Advisors, LLC1,750$51.5K<0.01%-4113F-HRTimeline
Global Retirement Partners, LLC1,722$50.7K<0.01%+98313F-HRTimeline
GPS Wealth Strategies Group, LLC1,640$48.2K0.01%-19413F-HRTimeline
North Star Investment Management Corp.1,621$47.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,514$44.5K<0.01%+36113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,166$34.3K<0.01%new13F-HRTimelineGroup
Red Tortoise LLC714$21K0.01%+513F-HRTimeline
Steigerwald, Gordon & Koch Inc.707$20.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC635$18.7K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/601$17.7K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC541$15.9K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC531$15.6K0.03%new13F-HRTimeline
Sound Income Strategies, LLC500$14.8K<0.01%new13F-HRTimeline
Root Financial Partners, LLC435$12.8K<0.01%new13F-HRTimeline
Larson Financial Group LLC321$9.44K<0.01%new13F-HRTimeline
Parallel Advisors, LLC266$7.83K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC239$7K<0.01%-11813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.226$6.65K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC101$2.95K<0.01%new13F-HRTimeline
WPG Advisers, LLC15$441<0.01%-4413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6$177<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…5$147<0.01%013F-HRTimeline