DaveManuel.com · Institutional Ownership · Who Owns It
DBX ETF TR (DBEM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
43
Reporting holders
$66.3M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $15.4M | 374,040 | 0.00% | 31q | +12.5%+$1.7M |
| LPL Financial LLC | $9.0M | 219,700 | 0.00% | 24q | +7.8%+$649.7K |
| AMERIPRISE FINANCIAL INC | $6.2M | 151,697 | 0.00% | 31q | +7.5%+$434.8K |
| BANK OF AMERICA CORP /DE/ | $3.9M | 95,462 | 0.00% | 31q | -19.3%-$938.0K |
| Uniting Wealth Partners, LLC | $3.7M | 91,099 | 0.76% | 2q | +1.5%+$55.0K |
| UBS Group AG | $3.2M | 77,961 | 0.00% | 31q | -3.5%-$116.8K |
| OLD MISSION CAPITAL LLC | $3.0M | 72,983 | 0.05% | 9q | -20.5%-$773.4K |
| MORGAN STANLEY | $2.9M | 70,007 | 0.00% | 35q | +55.6%+$1.0M |
| Sachetta, LLC | $2.7M | 65,249 | 1.30% | 11q | -8.4%-$245.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 48,217 | 0.02% | 24q | -23.5%-$608.2K |
| TrueWealth Advisors, LLC | $1.9M | 45,712 | 0.42% | 7q | -2.1%-$41.1K |
| Empirical Asset Management, LLC | $1.5M | 37,609 | 0.35% | 19q | +2.8%+$41.5K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 35,711 | 0.00% | 7q | HELD |
| B. Riley Wealth Advisors, Inc. | $1.2M | 30,406 | 0.07% | 9q | +21.9%+$219.9K |
| Ameritas Advisory Services, LLC | $1.2M | 28,972 | 0.02% | 19q | +48.0%+$385.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 25,411 | 0.00% | 14q | +3.3%+$33.0K |
| Curtis Advisory Group, LLC | $649.4K | 15,812 | 0.13% | 10q | -1.7%-$11.2K |
| WealthTrak Capital Management LLC | $627.5K | 15,279 | 0.41% | 7q | -1.5%-$9.4K |
| CITADEL ADVISORS LLC | $560.9K | 13,658 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $554.0K | 13,474 | 0.00% | 31q | +100.1%+$277.2K |
| TRUIST FINANCIAL CORP | $472.1K | 11,496 | 0.00% | 2q | +18.2%+$72.6K |
| OSAIC HOLDINGS, INC. | $468.7K | 11,412 | 0.00% | 26q | +18.6%+$73.5K |
| CENTAURUS FINANCIAL, INC. | $439.0K | 10,688 | 0.02% | 31q | +1.0%+$4.4K |
| Vise Technologies, Inc. | $365.1K | 8,890 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $318.4K | 7,753 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $294.6K | 7,175 | 0.00% | 19q | +13.7%+$35.5K |
| Octavia Wealth Advisors, LLC | $246.3K | 5,998 | 0.02% | 2q | -4.3%-$11.1K |
| Kestra Advisory Services, LLC | $211.4K | 5,147 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $205.3K | 5,000 | 0.00% | 2q | -33.3%-$102.7K |
| ROYAL BANK OF CANADA | $188.0K | 4,568 | 0.00% | 8q | HELD |
| IFG Advisory, LLC | $106.8K | 2,600 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $43.3K | 1,054 | 0.00% | 2q | HELD |
| Atlantic Edge Private Wealth Management, LLC | $34.4K | 838 | 0.01% | 11q | HELD |
| TRUST CO OF VERMONT | $32.9K | 800 | 0.00% | 2q | HELD |
| Hilltop National Bank | $29.6K | 721 | 0.01% | 9q | HELD |
| US BANCORP \DE\ | $27.8K | 677 | 0.00% | 31q | HELD |
| Aptus Capital Advisors, LLC | $14.2K | 345 | 0.00% | 3q | HELD |
| Buck Wealth Strategies, LLC | $9.7K | 237 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9.3K | 227 | 0.00% | 6q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $9.1K | 225 | 0.00% | 3q | -48.4%-$8.5K |
| JPMORGAN CHASE & CO | $7.1K | 175 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $3.9K | 94 | 0.00% | 26q | +1.1% |
| BFC Planning, Inc. | $164 | 4 | 0.00% | 3q | HELD |
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 | 9 | $5.4M | 137,472 | 0 | 3 | 1 | 0.0% |
| Q2 2026 | 43 | $66.3M | 1,614,583 | 6 | 15 | 11 | 0.0% |
| Q1 2026 | 40 | $52.5M | 1,539,385 | 8 | 8 | 14 | 0.0% |
| Q4 2025 | 39 | $44.6M | 1,400,951 | 6 | 18 | 11 | 0.0% |
| Q3 2025 | 35 | $42.3M | 1,370,024 | 0 | 12 | 14 | 0.0% |
| Q2 2025 | 38 | $41.2M | 1,507,097 | 1 | 14 | 14 | 0.0% |
| Q1 2025 | 38 | $40.7M | 1,592,525 | 1 | 15 | 14 | 0.0% |
| Q4 2024 | 42 | $39.8M | 1,597,315 | 4 | 12 | 14 | 0.0% |
| Q3 2024 | 42 | $43.2M | 1,639,798 | 6 | 12 | 14 | 0.0% |
| Q2 2024 | 39 | $42.0M | 1,700,464 | 7 | 10 | 15 | 0.0% |
| Q1 2024 | 40 | $66.3M | 2,771,422 | 5 | 15 | 9 | 0.0% |
| Q4 2023 | 40 | $59.6M | 2,584,790 | 7 | 16 | 12 | 0.0% |
| Q3 2023 | 36 | $51.4M | 2,342,487 | 4 | 15 | 10 | 0.0% |
| Q2 2023 | 36 | $47.7M | 2,113,051 | 2 | 17 | 9 | 0.0% |
| Q1 2023 | 40 | $50.9M | 2,282,471 | 6 | 10 | 18 | 0.0% |
| Q4 2022 | 35 | $50.0M | 2,334,761 | 3 | 11 | 13 | 0.0% |
| Q3 2022 | 39 | $45.0M | 2,185,969 | 0 | 17 | 16 | 0.0% |
| Q2 2022 | 43 | $52.9M | 2,360,865 | 3 | 17 | 12 | 0.0% |
| Q1 2022 | 43 | $47.8M | 1,955,961 | 1 | 16 | 17 | 0.0% |
| Q4 2021 | 48 | $377.4M | 14,252,682 | 6 | 13 | 19 | 0.0% |
| Q3 2021 | 43 | $448.3M | 16,492,972 | 3 | 18 | 14 | 0.0% |
| Q2 2021 | 39 | $416.9M | 14,088,126 | 1 | 13 | 15 | 0.0% |
| Q1 2021 | 39 | $507.1M | 17,654,233 | 5 | 10 | 13 | 0.0% |
| Q4 2020 | 39 | $53.2M | 1,932,510 | 0 | 15 | 12 | 0.0% |
| Q3 2020 | 39 | $2.1B | 88,444,521 | 4 | 7 | 16 | 0.0% |
| Q2 2020 | 34 | $67.8M | 3,046,605 | 5 | 6 | 19 | 0.0% |
| Q1 2020 | 38 | $73.1M | 3,843,050 | 6 | 14 | 11 | 0.0% |
| Q4 2019 | 39 | $87.1M | 3,668,799 | 0 | 15 | 14 | 0.0% |
| Q3 2019 | 42 | $198.2M | 6,962,523 | 2 | 17 | 17 | 0.0% |
| Q2 2019 | 43 | $82.3M | 3,679,593 | 7 | 14 | 12 | 0.0% |
| Q1 2019 | 40 | $78.6M | 3,458,143 | 4 | 15 | 11 | 0.0% |
| Q4 2018 | 40 | $70.8M | 3,385,798 | 0 | 0 | 2 | 0.0% |