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Disclosery

HDEF DBX ETF TR

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ETF (fund)

138 managers (139 13F filers) reported a position in HDEF shares at 2026-03-31, 46,452,169 shares in all. 18 filers opened a position and 13 filers sold out during the quarter.

Managers
138
13F filers
139
New
18
Added
56
Reduced
35
Sold out
13
Shares held by filers
46,452,169

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Co25,622,595$830M0.13%-1,968,02413F-HRTimelineGroup
Allworth Financial LP1,922,650$62.3M0.25%+50,92113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,535,170$49.1M0.11%-265,40313F-HRTimeline
WCG Wealth Advisors LLC1,334,137$43.2M1.21%-7,76513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,327,017$43M<0.01%+41,17013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,156,761$37.5M<0.01%+59,16313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,033,199$33.5M0.05%-801,90813F-HRTimeline
Geneos Wealth Management Inc.998,515$32.4M0.75%+6,05313F-HRTimeline
LPL Financial LLC967,104$31.3M0.01%+181,11313F-HRTimeline
UBS Group AGgroup of 2 filers holding645,902$20.9M+97,724Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN620,780$20.1M<0.01%-252,70313F-HR/ATimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC596,285$19.2M0.24%013F-HRTimelineGroup
TSFG, LLC558,701$18.1M2.75%+82,86313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC529,932$17.2M<0.01%+134,06813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC476,982$15.5M0.19%+14,25213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA414,547$13.4M<0.01%-1,31513F-HRTimelineGroup
Columbus Macro, LLC403,987$13.1M1.4%+1,91813F-HRTimeline
Janney Montgomery Scott LLC382,043$12.4M0.03%+43,28013F-HRTimeline
RiverFront Investment Group, LLC368,959$12M0.18%+60,32413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…364,296$11.8M0.02%-1,38913F-HRTimelineGroup
Cetera Investment Advisers333,795$10.8M0.01%-27513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO337,968$10.7M<0.01%+52,61413F-HR/ATimelineGroup
Valmark Advisers, Inc.312,640$10.1M0.12%+3,20713F-HRTimeline
Orion Porfolio Solutions, LLC311,863$10.1M0.09%+7,33313F-HRTimeline
ETF Portfolio Partners, Inc.302,623$9.81M2.58%+7,43913F-HRTimeline
White Pine Investment CO246,317$7.98M1.85%-6,55813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC213,841$6.93M0.01%+105,72513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC197,804$6.41M0.01%-7,11313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC184,632$5.98M<0.01%+41,93113F-HRTimelineGroup
Aprio Wealth Management, LLC180,826$5.86M0.32%+9,27713F-HRTimeline
HighTower Advisors, LLC158,520$5.14M0.01%+2,84913F-HRTimeline
Paller Financial Services Inc148,244$4.8M3.97%-2,65813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC132,211$4.28M0.01%-17,69113F-HRTimeline
SWS Partners122,872$3.98M0.98%-1,131,55113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC121,083$3.92M0.14%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,776$3.33M<0.01%+7,17813F-HRTimelineGroup
Indivisible Partners102,727$3.33M0.29%+14,07713F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC98,006$3.18M0.22%+6213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,737$3.17M<0.01%+21,64713F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP90,542$2.93M0.02%+10,46913F-HRTimelineGroup
Dynamic Advisor Solutions LLC69,795$2.26M0.07%+2,72413F-HRTimeline
Tradition Wealth Management, LLC65,943$2.14M0.15%-2,86513F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC65,454$2.12M1.78%-1,21113F-HRTimelineGroup
Creative Planningin group Creative Planning58,570$1.9M<0.01%+5,49413F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.52,050$1.69M0.6%-9413F-HRTimeline
Central Pacific Bank - Trust Division50,980$1.65M0.21%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,824$1.42M<0.01%+1,24413F-HRTimeline
AlphaCore Capital LLC37,667$1.22M0.03%+4,40613F-HRTimeline
FLOW TRADERS U.S. LLC36,889$1.2M0.04%new13F-HRTimeline
World Investment Advisors35,722$1.16M0.02%-1,09213F-HRTimeline
Mariner, LLCin group Mariner, LLC34,960$1.13M<0.01%+1,25013F-HRTimelineGroup
Mutual Advisors, LLC34,720$1.13M0.02%+44713F-HRTimeline
IFP Advisors, Inc33,452$1.08M0.02%+1,28913F-HRTimeline
5T Wealth, LLC30,032$973K0.38%+2,43013F-HRTimeline
Orgel Wealth Management, LLC29,726$963K0.02%+26713F-HRTimeline
FMR LLCin group FMR LLC29,678$962K<0.01%+67313F-HRTimelineGroup
MAI Capital Management28,875$936K0.01%+14013F-HRTimeline
NorthCrest Asset Manangement, LLC27,546$897K0.03%+8,32013F-HRTimeline
NewEdge Advisors, LLC27,534$892K<0.01%013F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,900$775K<0.01%013F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC21,026$681K0.09%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,295$640K<0.01%+5,23713F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…19,194$622K0.08%+2,52013F-HRTimeline
Crescent Grove Advisors, LLC18,968$615K0.06%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.18,392$596K0.24%+6,51813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,491$567K<0.01%new13F-HRTimelineGroup
Austin Wealth Management, LLC16,573$542K0.12%-7,09713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,209$525K<0.01%-59,77013F-HRTimelineGroup
Integrated Wealth Concepts LLC14,688$476K<0.01%new13F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC14,204$460K0.3%013F-HRTimeline
GDS Wealth Management13,446$436K0.03%-52913F-HRTimeline
FOCUSED ALPHA, LLC13,196$428K0.13%+6013F-HRTimeline
Sequoia Financial Advisors, LLC12,628$409K<0.01%-32413F-HRTimeline
FDx Advisors, Inc.12,475$404K0.13%-10613F-HRTimeline
Farther Finance Advisors, LLC12,303$399K<0.01%+10,86213F-HRTimeline
Patten Group, Inc.12,169$394K0.07%-16813F-HRTimeline
Headland Capital, LLC12,090$392K0.11%-15113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,281$377K<0.01%+1,29013F-HRTimelineGroup
DeLarme Wealth Management, Inc.11,521$373K0.24%-73513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,224$364K<0.01%-1,09513F-HRTimelineGroup
REDW Wealth LLC11,070$359K0.14%-79013F-HRTimeline
Robertson Stephens Wealth Management, L…10,655$345K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,604$344K0.01%-38413F-HRTimeline
CoreCap Advisors, LLC10,552$342K0.01%+8,80213F-HRTimeline
HB Wealth Management, LLC10,523$341K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,340$335K0.02%new13F-HRTimelineGroup
EP Wealth Advisors, LLC10,265$333K<0.01%new13F-HRTimeline
ENTREWEALTH, LLC10,068$326K0.15%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,812$318K<0.01%+213F-HRTimelineGroup
BRIGHTON JONES LLC9,623$312K0.01%new13F-HR/ATimeline
Bernicke Wealth Management, Ltd.8,667$281K0.04%013F-HRTimeline
MONECO ADVISORS, LLC8,511$276K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC8,324$270K<0.01%013F-HRTimeline
Quantinno Capital Management LP8,277$268K<0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,130$263K0.12%013F-HR/ATimeline
Signal Advisors Wealth, LLC8,130$263K0.02%013F-HRTimeline
Merit Financial Group, LLC7,932$257K<0.01%-5513F-HRTimeline
Private Wealth Group, LLC7,739$251K0.12%013F-HR/ATimeline
Sovran Advisors, LLC7,573$251K0.02%-1,76513F-HRTimeline
Betterment LLC7,574$245K<0.01%new13F-HRTimeline
Capital Investment Advisors, LLC6,966$226K<0.01%013F-HR/ATimeline
Hamrick Investment Counsel, llc6,950$225K0.12%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,794$220K-10,020Timeline
PFG Advisors6,725$218K0.01%-13,91713F-HRTimeline
CWM, LLCin group CWM, LLC6,527$212K<0.01%+2,24413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,770$210K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO5,814$190K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,784$187K0.02%+14913F-HRTimeline
Lodestone Wealth Management LLC5,321$172K0.07%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,302$172K<0.01%-3,00013F-HRTimelineGroup
Qube Research & Technologies Ltd4,924$160K<0.01%+2,13013F-HRTimeline
PRIVATE TRUST CO NA4,287$139K0.01%+29113F-HRTimeline
Advisory Services Network, LLC2,970$96.2K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.2,756$89.3K0.01%013F-HRTimeline
AE Wealth Management LLC2,504$81.2K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,833$59.4K<0.01%13F-HRTimelineGroup
North Star Investment Management Corp.1,621$52.5K<0.01%013F-HRTimeline
Knuff & Co LLC1,030$33.4K0.01%new13F-HRTimeline
Red Tortoise LLC721$23.4K0.01%+313F-HRTimeline
Steigerwald, Gordon & Koch Inc.709$23K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC635$20.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/601$19.5K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…564$18.3K<0.01%+29613F-HRTimeline
Sound Income Strategies, LLC534$17.3K<0.01%+3413F-HRTimeline
LGT Financial Advisors LLC505$16.4K0.08%-613F-HRTimeline
Cornerstone Financial Management LLC504$16.3K0.01%013F-HR/ATimeline
KELLEHER FINANCIAL ADVISORS552$15.9K<0.01%new13F-HRTimeline
Root Financial Partners, LLC428$13.9K<0.01%-713F-HRTimeline
Larson Financial Group LLC321$10.4K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC282$9.14K<0.01%013F-HRTimeline
Parallel Advisors, LLC266$8.62K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.262$8.49K<0.01%+3613F-HRTimeline
GILL CAPITAL PARTNERS, LLC179$5.8K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC151$4.89K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.148$4.8K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC134$4.34K<0.01%+10213F-HRTimeline
Key Financial Inc121$3.92K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26$843<0.01%+2013F-HRTimelineGroup