Who owns HDEF?
Xtrackers MSCI EAFE High Dividend Yield Equity ETF · Xtrackers
139 institutions reported holding HDEF, worth $1.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HDEF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $763.7M | 23,761,393 | −1,861,202 shares |
| Morgan Stanley | New York, NY | $91.1M | 2,835,059 | +1,508,042 shares |
| Allworth Financial LP | Folsom, CA | $56.9M | 1,769,198 | −153,452 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $46.0M | 1,424,752 | −110,418 shares |
| Bank of America Corp. | Charlotte, NC | $39.9M | 1,242,881 | +86,120 shares |
| WCG Wealth Advisors LLC | Las Vegas, NV | $36.5M | 1,136,736 | −197,401 shares |
| Mercer Global Advisors Inc. | Denver, CO | $32.7M | 1,015,884 | −17,315 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $32.4M | 1,006,549 | +8,034 shares |
| LPL Financial LLC | Fort Mill, SC | $30.6M | 952,348 | −14,756 shares |
| UBS Group AG | Zurich, Switzerland | $20.4M | 635,354 | −10,038 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: HDEF vs RSSL, HDEF vs DTCR, HDEF vs BOTZ, HDEF vs EWP.
Frequently asked questions
Who owns HDEF?
139 institutional managers reported holding HDEF in Form 13F filings for June 30, 2026, worth $1.5B in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $763.7M.
Did institutions buy or sell HDEF last quarter?
Reported 13F value fell 2.3% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 17 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HDEF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.