DaveManuel.com · Institutional Ownership · Who Owns It
DBX ETF TR (DBEF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
447
Reporting holders
$6.7B
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $1.1B | 20,274,024 | 0.10% | 31q | -2.1%-$23.8M |
| AMERIPRISE FINANCIAL INC | $805.9M | 14,746,987 | 0.16% | 31q | +2.1%+$16.7M |
| MORGAN STANLEY | $416.7M | 7,627,325 | 0.02% | 35q | +1.4%+$5.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $412.9M | 7,558,741 | 0.22% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $350.8M | 6,420,823 | 0.02% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $225.0M | 4,118,593 | 0.05% | 31q | -3.4%-$7.9M |
| LPL Financial LLC | $202.2M | 3,700,909 | 0.05% | 31q | -10.4%-$23.5M |
| WELLS FARGO & COMPANY/MN | $187.8M | 3,436,849 | 0.03% | 31q | +6.2%+$11.0M |
| Corient Private Wealth LP | $161.1M | 2,948,233 | 0.22% | 15q | -20.2%-$40.7M |
| RAYMOND JAMES FINANCIAL INC | $140.0M | 2,561,798 | 0.04% | 7q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $119.6M | 2,194,902 | 0.66% | 31q | -4.3%-$5.3M |
| Cetera Investment Advisers | $94.1M | 1,723,400 | 0.09% | 31q | -1.7%-$1.7M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $84.6M | 1,548,761 | 5.67% | 15q | +3.5%+$2.8M |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $83.9M | 1,536,270 | 11.99% | 29q | +0.7%+$593.1K |
| Bleakley Financial Group, LLC | $82.8M | 1,515,254 | 1.05% | 3q | +1.2%+$971.5K |
| UBS Group AG | $74.2M | 1,357,358 | 0.01% | 31q | +5.1%+$3.6M |
| ROYAL BANK OF CANADA | $64.3M | 1,177,929 | 0.01% | 31q | -7.1%-$4.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $64.0M | 1,168,746 | 0.11% | 12q | HELD |
| BANK OF MONTREAL /CAN/ | $63.2M | 1,157,495 | 0.02% | 31q | -2.7%-$1.8M |
| OSAIC HOLDINGS, INC. | $56.8M | 1,039,845 | 0.07% | 26q | +5.3%+$2.9M |
| Cambridge Investment Research Advisors, Inc. | $56.0M | 1,024,533 | 0.06% | 31q | +107.5%+$29.0M |
| Beacon Pointe Advisors, LLC | $54.6M | 999,862 | 0.25% | 22q | +4.8%+$2.5M |
| FIFTH THIRD BANCORP | $48.7M | 891,377 | 0.08% | 31q | -3.9%-$2.0M |
| HSBC HOLDINGS PLC | $45.7M | 835,649 | 0.02% | 11q | -4.5%-$2.2M |
| Wealthcare Advisory Partners LLC | $44.6M | 816,607 | 0.85% | 31q | +2.7%+$1.2M |
| Crewe Advisors LLC | $42.5M | 778,666 | 3.08% | 31q | +2.0%+$831.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $42.3M | 774,190 | 0.05% | 13q | +6.7%+$2.7M |
| Focus Partners Wealth | $39.5M | 722,324 | 0.04% | 11q | HELD |
| Integrated Wealth Concepts LLC | $39.0M | 714,452 | 0.26% | 14q | +4729.7%+$38.2M |
| Whitaker-Myers Wealth Managers, LTD. | $38.8M | 709,831 | 6.48% | 15q | +4.7%+$1.7M |
| SACHEM HILL LLC | $38.4M | 702,551 | 6.82% | 30q | -1.9%-$733.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $36.1M | 660,945 | 0.05% | 31q | -4.7%-$1.8M |
| STIFEL FINANCIAL CORP | $34.2M | 626,121 | 0.03% | 15q | +3.0%+$994.4K |
| TRUIST FINANCIAL CORP | $32.4M | 592,529 | 0.04% | 27q | HELD |
| COFG Advisors, LLC | $30.9M | 565,697 | 5.33% | 3q | +1.6%+$480.3K |
| WESCAP Management Group, Inc. | $30.4M | 555,769 | 5.67% | 31q | HELD |
| Cerity Partners LLC | $30.1M | 551,470 | 0.04% | 11q | +103.9%+$15.4M |
| COMMERCE BANK | $28.9M | 528,683 | 0.13% | 31q | +29.0%+$6.5M |
| BURKETT FINANCIAL SERVICES, LLC | $26.8M | 490,036 | 8.38% | 11q | -0.9%-$240.6K |
| MML INVESTORS SERVICES, LLC | $26.5M | 484,683 | 0.05% | 31q | +34.4%+$6.8M |
| Blankinship & Foster, LLC | $26.4M | 483,179 | 5.33% | 31q | -7.4%-$2.1M |
| Baird Financial Group, Inc. | $25.6M | 468,146 | 0.04% | 31q | +3.3%+$816.8K |
| High Note Wealth, LLC | $24.1M | 441,230 | 4.11% | 23q | +1.9%+$450.3K |
| JPMORGAN CHASE & CO | $23.3M | 428,249 | 0.00% | 31q | +2.5%+$564.7K |
| Financial Insights, Inc. | $22.0M | 402,788 | 5.79% | 12q | +1.5%+$332.5K |
| Odyssey Group, LLC | $19.8M | 361,979 | 5.35% | new | FIRST |
| JONES FINANCIAL COMPANIES LLLP | $19.4M | 359,111 | 0.01% | 9q | +14.8%+$2.5M |
| TrueWealth Advisors, LLC | $19.3M | 353,927 | 4.36% | 23q | +1.7%+$328.5K |
| Annex Advisory Services, LLC | $18.9M | 345,799 | 0.32% | 3q | -2.5%-$492.6K |
| Wellington Grp LLC | $18.2M | 333,089 | 4.81% | 3q | +7.0%+$1.2M |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $18.0M | 330,079 | 4.09% | 2q | +4.9%+$835.7K |
| CITIGROUP INC | $17.4M | 317,938 | 0.01% | 31q | +2.4%+$401.1K |
| Dala Group, LLC | $16.0M | 292,393 | 13.16% | 3q | +18.7%+$2.5M |
| VICUS CAPITAL | $15.6M | 284,673 | 1.00% | 6q | +5.2%+$775.3K |
| Private Advisor Group, LLC | $14.4M | 263,168 | 0.07% | 31q | -5.2%-$786.8K |
| Tradition Wealth Management, LLC | $14.3M | 261,372 | 0.87% | 23q | -4.1%-$610.4K |
| Concurrent Investment Advisors, LLC | $14.3M | 261,305 | 0.12% | 11q | -5.4%-$808.1K |
| ARQ WEALTH ADVISORS, LLC | $14.1M | 257,043 | 1.75% | 7q | +17.0%+$2.0M |
| Ethos Financial Group, LLC | $14.0M | 257,514 | 0.94% | 15q | -5.3%-$778.2K |
| Embree Financial Group | $13.1M | 239,837 | 1.31% | 11q | -6.5%-$911.5K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $12.4M | 226,780 | 1.07% | 15q | HELD |
| Aptus Capital Advisors, LLC | $12.3M | 225,882 | 0.08% | 7q | -0.5%-$65.1K |
| Wealth Advisory Team LLC | $12.2M | 223,278 | 9.92% | 3q | HELD |
| CALTON & ASSOCIATES, INC. | $12.0M | 219,312 | 1.75% | 11q | +1.4%+$162.9K |
| Stratos Wealth Partners, LTD. | $11.9M | 218,585 | 0.12% | 11q | +0.7%+$77.7K |
| World Investment Advisors | $11.8M | 238,385 | 0.20% | 31q | -0.7%-$83.4K |
| Smallwood Wealth Investment Management, LLC | $11.1M | 202,503 | 4.83% | new | NEW |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $11.0M | 200,905 | 0.39% | 20q | +0.5%+$58.8K |
| Merit Financial Group, LLC | $10.9M | 198,679 | 0.07% | 29q | -28.1%-$4.2M |
| Farther Finance Advisors, LLC | $10.7M | 196,404 | 0.08% | 12q | +0.8%+$80.4K |
| Benchmark Financial Wealth Advisors, LLC | $10.4M | 190,058 | 2.56% | 5q | +0.6%+$62.5K |
| Quotient Wealth Partners, LLC | $9.7M | 178,344 | 0.23% | 11q | -0.6%-$57.4K |
| Kingsview Wealth Management, LLC | $9.4M | 171,917 | 0.11% | 10q | +2771.0%+$9.1M |
| CENTRAL TRUST Co | $9.3M | 169,902 | 0.17% | 31q | -16.0%-$1.8M |
| Carter Financial Group, INC. | $8.7M | 159,889 | 4.53% | 6q | +15.5%+$1.2M |
| SUMMIT WEALTH GROUP LLC / CO | $8.7M | 159,392 | 0.72% | 3q | +18.7%+$1.4M |
| Equitable Holdings, Inc. | $8.7M | 158,894 | 0.05% | 14q | +2.5%+$209.2K |
| Janney Montgomery Scott LLC | $8.7M | 158,834 | 0.02% | 31q | -37.8%-$5.3M |
| Ruggaard & Associates LLC | $8.5M | 155,517 | 3.05% | 5q | +3.9%+$322.5K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $8.4M | 154,447 | 0.40% | 31q | -3.6%-$312.1K |
| Hilltop Partners LLC | $8.4M | 154,091 | 2.04% | 12q | -83.3%-$42.1M |
| NewSquare Capital LLC | $8.3M | 152,567 | 0.62% | 25q | +4.4%+$350.6K |
| Thrivent Financial for Lutherans | $8.2M | 149,954 | 0.01% | 4q | +10.5%+$775.1K |
| Vestmark Advisory Solutions, Inc. | $8.0M | 147,243 | 0.08% | 4q | +1.2%+$98.7K |
| US BANCORP \DE\ | $8.0M | 147,023 | 0.01% | 31q | -1.0%-$79.2K |
| Unique Wealth Strategies, LLC | $8.0M | 146,793 | 2.91% | 11q | +5.3%+$402.0K |
| Alexis Investment Partners, LLC | $7.6M | 139,123 | 4.43% | 7q | -22.4%-$2.2M |
| Investors Research Corp | $7.5M | 137,576 | 1.35% | 31q | +4.4%+$317.2K |
| Cooper Financial Group | $7.4M | 136,202 | 0.62% | 17q | -0.9%-$68.8K |
| Schorn Wealth LLC | $7.4M | 135,091 | 1.93% | 7q | +3.8%+$271.0K |
| IHT Wealth Management, LLC | $7.4M | 134,639 | 0.16% | 28q | +29.7%+$1.7M |
| Prime Capital Investment Advisors, LLC | $7.3M | 133,921 | 0.07% | 11q | -24.2%-$2.3M |
| Forefront Analytics, LLC | $6.9M | 126,734 | 7.52% | 31q | HELD |
| Next Level Private LLC | $6.7M | 122,896 | 1.32% | 9q | -1.3%-$87.2K |
| Hartford Financial Management Inc. | $6.7M | 122,034 | 1.49% | 2q | +24.0%+$1.3M |
| ELEVATUS WELATH MANAGEMENT | $6.6M | 121,145 | 1.61% | 8q | +289.7%+$4.9M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $6.5M | 119,025 | 0.07% | 11q | +3.9%+$243.0K |
| Mariner, LLC | $6.5M | 118,476 | 0.01% | 19q | -26.2%-$2.3M |
| Holos Integrated Wealth LLC | $6.3M | 115,236 | 2.95% | 7q | HELD |
| Chesapeake Wealth Management | $6.3M | 115,430 | 1.77% | 25q | +1.5%+$91.7K |
Showing the largest 100 of 447 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 175 | $754.1M | 13,699,685 | 14 | 52 | 45 | 0.0% |
| Q2 2026 | 447 | $6.7B | 122,467,677 | 29 | 146 | 128 | 0.0% |
| Q1 2026 | 442 | $6.1B | 123,292,272 | 37 | 149 | 127 | 0.0% |
| Q4 2025 | 430 | $6.2B | 129,690,545 | 38 | 148 | 104 | 0.0% |
| Q3 2025 | 402 | $6.1B | 130,631,862 | 33 | 114 | 125 | 0.0% |
| Q2 2025 | 396 | $5.9B | 134,797,364 | 32 | 141 | 121 | 0.0% |
| Q1 2025 | 395 | $5.8B | 135,110,528 | 45 | 146 | 96 | 0.0% |
| Q4 2024 | 370 | $5.1B | 123,908,422 | 41 | 142 | 73 | 0.0% |
| Q3 2024 | 337 | $4.8B | 114,118,952 | 36 | 113 | 84 | 0.0% |
| Q2 2024 | 327 | $4.5B | 109,328,114 | 40 | 126 | 66 | 0.0% |
| Q1 2024 | 313 | $4.6B | 113,475,657 | 37 | 103 | 76 | 0.0% |
| Q4 2023 | 294 | $3.9B | 105,407,317 | 37 | 79 | 73 | 0.0% |
| Q3 2023 | 259 | $3.2B | 91,716,318 | 29 | 84 | 69 | 0.0% |
| Q2 2023 | 251 | $3.2B | 90,726,039 | 26 | 93 | 60 | 0.0% |
| Q1 2023 | 242 | $3.0B | 85,953,770 | 31 | 67 | 74 | 0.0% |
| Q4 2022 | 235 | $2.8B | 86,551,345 | 22 | 76 | 72 | 0.0% |
| Q3 2022 | 233 | $31.2B | 930,945,457 | 14 | 77 | 73 | 0.0% |
| Q2 2022 | 241 | $31.9B | 916,370,734 | 31 | 66 | 72 | 0.0% |
| Q1 2022 | 240 | $46.0B | 1,220,445,643 | 20 | 74 | 65 | 0.0% |
| Q4 2021 | 245 | $29.6B | 752,527,288 | 22 | 79 | 60 | 0.0% |
| Q3 2021 | 235 | $29.2B | 773,888,329 | 19 | 77 | 58 | 0.0% |
| Q2 2021 | 234 | $28.0B | 747,201,788 | 23 | 65 | 64 | 0.0% |
| Q1 2021 | 228 | $35.6B | 979,796,998 | 16 | 51 | 99 | 0.0% |
| Q4 2020 | 226 | $35.9B | 1,067,318,584 | 19 | 53 | 82 | 0.0% |
| Q3 2020 | 213 | $31.6B | 1,031,877,527 | 14 | 45 | 106 | 0.0% |
| Q2 2020 | 225 | $32.9B | 1,086,949,344 | 19 | 47 | 107 | 0.0% |
| Q1 2020 | 235 | $29.2B | 1,088,827,967 | 22 | 52 | 102 | 0.0% |
| Q4 2019 | 257 | $33.0B | 975,565,771 | 20 | 78 | 79 | 0.0% |
| Q3 2019 | 237 | $29.4B | 909,431,393 | 19 | 79 | 82 | 0.0% |
| Q2 2019 | 239 | $28.7B | 905,400,625 | 26 | 64 | 91 | 0.0% |
| Q1 2019 | 235 | $29.0B | 929,496,702 | 20 | 62 | 95 | 0.0% |
| Q4 2018 | 239 | $31.1B | 1,114,504,295 | 4 | 4 | 6 | 0.0% |