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Disclosery

HDEF DBX ETF TR

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ETF (fund)

136 managers (137 13F filers) reported a position in HDEF shares at 2025-12-31, 51,847,287 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
136
13F filers
137
New
16
Added
49
Reduced
40
Sold out
8
Shares held by filers
51,847,287

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Co27,590,619$855M0.13%-1,780,99213F-HRTimelineGroup
Allworth Financial LP1,871,729$58M0.24%-21,48713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,835,107$56.9M0.09%+3,30313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,800,573$55.9M0.08%+112,95313F-HRTimeline
O'Brien Wealth Partners LLC1,778,177$55.1M7.29%-6,84313F-HRTimeline
WCG Wealth Advisors LLC1,341,902$41.6M1.17%+961,14513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,285,847$39.8M<0.01%+60,25413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,097,598$34M<0.01%+105,66313F-HRTimelineGroup
Geneos Wealth Management Inc.992,462$30.8M0.75%+23,54713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN873,483$27.1M0.01%-3,60113F-HRTimelineGroup
LPL Financial LLC785,991$24.4M0.01%+226,47213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC596,285$18.5M0.21%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG548,178$17M<0.01%-214,05613F-HRTimelineGroup
TSFG, LLC475,838$14.7M2.2%+172,57813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC462,730$14.3M0.18%+20,40713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA415,862$12.9M<0.01%+40,22113F-HRTimelineGroup
Columbus Macro, LLC402,069$12.5M1.36%-11,95013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC395,864$12.3M<0.01%-126,01213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…365,685$11.3M0.02%+15,41313F-HR/ATimelineGroup
Janney Montgomery Scott LLC338,763$10.5M0.02%+326,54313F-HRTimeline
Cetera Investment Advisers334,070$10.4M0.01%-10,66413F-HRTimeline
Valmark Advisers, Inc.309,433$9.59M0.12%+17,82213F-HRTimeline
RiverFront Investment Group, LLC308,635$9.56M0.16%+23,78213F-HRTimeline
Orion Porfolio Solutions, LLC304,530$9.44M0.07%-30,72313F-HRTimeline
ETF Portfolio Partners, Inc.295,184$9.15M2.36%+7,50613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285,354$8.84M<0.01%+39,62013F-HRTimelineGroup
White Pine Investment CO252,875$7.84M1.85%-31713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC204,917$6.35M0.01%-2,26213F-HRTimelineGroup
CSM Advisors, LLC185,973$5.76M0.16%+42,23813F-HRTimeline
Aprio Wealth Management, LLC171,549$5.32M0.31%+3,33613F-HRTimeline
HighTower Advisors, LLC155,671$4.82M0.01%+15413F-HRTimeline
Paller Financial Services Inc150,902$4.68M3.75%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC149,902$4.65M0.01%-17,00613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,701$4.42M<0.01%+24,28113F-HRTimelineGroup
SWS Partners1,254,423$3.89M0.94%+1,125,14113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC115,121$3.57M<0.01%+73,63413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC108,116$3.35M<0.01%+63,48113F-HRTimelineGroup
SSI INVESTMENT MANAGEMENT LLC97,944$3.04M0.21%-41,25213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP95,598$2.96M<0.01%-9,41313F-HRTimelineGroup
Indivisible Partners88,650$2.75M0.3%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP80,073$2.48M0.02%+15,59213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,090$2.36M<0.01%-21,77013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,979$2.35M<0.01%new13F-HRTimelineGroup
Tradition Wealth Management, LLC68,808$2.13M0.15%-32513F-HRTimeline
Dynamic Advisor Solutions LLC67,071$2.08M0.07%-11,52213F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC66,665$2.07M1.71%-98513F-HRTimelineGroup
MIdWestOne Financial Group, Inc.55,295$1.71M0.19%+1,03913F-HRTimeline
Creative Planningin group Creative Planning53,076$1.64M<0.01%+4,80513F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.52,144$1.62M0.57%-3,18713F-HRTimeline
Central Pacific Bank - Trust Division50,980$1.58M0.19%-26,33013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,580$1.32M<0.01%-6,35413F-HRTimeline
World Investment Advisors36,814$1.14M0.02%+1,53713F-HR/ATimeline
Mutual Advisors, LLC34,273$1.06M0.02%-88413F-HRTimeline
Mariner, LLCin group Mariner, LLC33,710$1.04M<0.01%+7,58213F-HRTimelineGroup
AlphaCore Capital LLC33,261$1.03M0.02%-11,17513F-HRTimeline
IFP Advisors, Inc32,163$997K0.02%+1,44313F-HRTimeline
Orgel Wealth Management, LLC29,459$913K0.02%-1,34913F-HRTimeline
FMR LLCin group FMR LLC29,005$899K<0.01%+2,22813F-HRTimelineGroup
MAI Capital Management28,735$890K0.01%-20013F-HRTimeline
5T Wealth, LLC27,602$855K0.34%+5,58513F-HRTimeline
NewEdge Advisors, LLC27,534$853K<0.01%-16213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,900$741K<0.01%13F-HRTimelineGroup
Austin Wealth Management, LLC23,670$732K0.11%+1,53913F-HRTimeline
PFG Advisors20,642$640K0.03%-51213F-HRTimeline
NorthCrest Asset Manangement, LLC19,226$599K0.01%+12,02113F-HRTimeline
Crescent Grove Advisors, LLC18,968$588K0.06%013F-HRTimeline
Navis Wealth Advisors, LLC17,800$552K0.23%new13F-HRTimeline
GTS SECURITIES LLC17,388$539K0.02%-17,96013F-HRTimeline
TBH Global Asset Management, LLC17,076$529K0.09%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding16,814$521K-2,830Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,674$517K0.06%+5,97913F-HRTimeline
COMERICA BANK16,212$502K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,058$467K<0.01%+4,29213F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC14,204$440K0.31%13F-HRTimeline
GDS Wealth Management13,975$433K0.03%+1,47613F-HRTimeline
FOCUSED ALPHA, LLC13,136$407K0.12%13F-HRTimeline
Sequoia Financial Advisors, LLC12,952$401K<0.01%+3,57313F-HRTimeline
FDx Advisors, Inc.12,581$390K0.2%-7113F-HRTimeline
Patten Group, Inc.12,337$382K0.07%+1,81113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,319$382K<0.01%-1,41313F-HRTimelineGroup
DeLarme Wealth Management, Inc.12,256$380K0.27%13F-HRTimeline
Headland Capital, LLC12,241$379K0.11%+313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,991$372K<0.01%-596,28513F-HR/ATimelineGroup
WETZEL INVESTMENT ADVISORS, INC.11,874$368K0.15%+3,35713F-HRTimeline
REDW Wealth LLC11,860$368K0.14%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,988$341K0.01%-10,99113F-HRTimeline
ENTREWEALTH, LLC10,068$334K0.15%+1,08813F-HRTimeline
Robertson Stephens Wealth Management, L…10,655$330K0.01%013F-HRTimeline
HB Wealth Management, LLC10,523$326K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,810$304K<0.01%+4513F-HR/ATimelineGroup
Sovran Advisors, LLC9,338$290K0.02%-1,53713F-HRTimeline
Bernicke Wealth Management, Ltd.8,667$269K0.03%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,564$265K<0.01%+1,17913F-HRTimelineGroup
MONECO ADVISORS, LLC8,511$264K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC8,324$258K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,302$257K<0.01%+2,97013F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC8,130$252K0.12%013F-HRTimeline
Signal Advisors Wealth, LLC8,130$252K0.02%-1,32313F-HRTimeline
Merit Financial Group, LLC7,987$248K<0.01%-7413F-HRTimeline
Private Wealth Group, LLC7,739$240K0.12%013F-HRTimeline
Capital Investment Advisors, LLC6,966$216K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,770$210K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO5,814$181K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,635$175K0.02%13F-HRTimeline
Lodestone Wealth Management LLC5,321$165K0.07%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,497$139K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,283$133K<0.01%+43313F-HRTimelineGroup
PRIVATE TRUST CO NA3,996$124K0.01%013F-HRTimeline
SageView Advisory Group, LLC3,325$103K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd2,794$86.6K<0.01%-69613F-HRTimeline
BOK Financial Private Wealth, Inc.2,756$85.4K0.01%013F-HRTimeline
AE Wealth Management LLC2,504$77.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,796$55.7K<0.01%+7413F-HRTimeline
CoreCap Advisors, LLC1,750$54.2K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,621$50.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,441$44.7K<0.01%-7313F-HRTimeline
Red Tortoise LLC718$22.3K0.01%+413F-HRTimeline
Steigerwald, Gordon & Koch Inc.708$21.9K<0.01%+113F-HRTimeline
Arax Advisory Partners670$20.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC635$19.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/601$18.6K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC511$15.8K0.1%-2013F-HRTimeline
Cornerstone Financial Management LLC504$15.6K0.01%13F-HR/ATimeline
OPTIMA CAPITAL LLC503$15.6K0.01%new13F-HRTimeline
Sound Income Strategies, LLC500$15.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC435$13.5K<0.01%013F-HRTimeline
Larson Financial Group LLC321$9.95K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC282$8.74K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…268$8.3K<0.01%+26313F-HRTimeline
Parallel Advisors, LLC266$8.24K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.226$7K<0.01%013F-HRTimeline
Key Financial Inc121$3.75K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC101$3.14K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC93$3K<0.01%-14613F-HR/ATimelineGroup
SIMPLEX TRADING, LLC32$991<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6$186<0.01%013F-HRTimelineGroup