Who Owns Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
—
QoQ Change in Holders
+9 / -1
Price History
HDEF — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Increased | +106K | +$33.0B |
| Geneos Wealth Management Inc. | New Position | +992K | +$30.8B |
| WCG Wealth Advisors LLC | Increased | +961K | +$30.4B |
| Allen Investment Management, LLC | New Position | +596K | +$18.5B |
| Valmark Advisers, Inc. | New Position | +309K | +$9.6B |
| ETF Portfolio Partners, Inc. | New Position | +295K | +$9.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +150K | +$4.0B |
| SSI INVESTMENT MANAGEMENT LLC | New Position | +98K | +$3.0B |
| REGIONS FINANCIAL CORP | New Position | +80K | +$2.5B |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | +3K | +$2.1B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +76K | +$2.0B |
| CITADEL ADVISORS LLC | Increased | +74K | +$1.8B |
| RiverFront Investment Group, LLC | Increased | +24K | +$1.2B |
| Mutual Advisors, LLC | New Position | +34K | +$1.1B |
| ROYAL BANK OF CANADA | Increased | +40K | +$949.0M |
HDEF — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Allworth Financial LP | Decreased | -21K | -$55.6B |
| Cetera Investment Advisers | Decreased | -11K | -$10.1B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Decreased | -1.8M | -$9.1B |
| UBS Group AG | Decreased | -214K | -$5.4B |
| Dynamic Advisor Solutions LLC | Decreased | -12K | -$2.3B |
| OSAIC HOLDINGS, INC. | Decreased | -22K | -$1.9B |
| CAPTRUST FINANCIAL ADVISORS | Decreased | -6K | -$1.4B |
| Crossmark Global Holdings, Inc. | Closed Position | -48K | -$1.4B |
| AlphaCore Capital LLC | Decreased | -11K | -$1.3B |
| STIFEL FINANCIAL CORP | Decreased | -9K | -$1.1B |
| GTS SECURITIES LLC | Decreased | -18K | -$1.0B |
| Orgel Wealth Management, LLC | Decreased | -1K | -$905.5M |
| Orion Porfolio Solutions, LLC | Decreased | -31K | -$863.1M |
| MAI Capital Management | Decreased | -200 | -$851.3M |
| NewEdge Advisors, LLC | Decreased | -162 | -$814.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 27,590,619 | $855.0B | 132.85% | Share |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1,835,107 | $56.0B | 85.36% | Share |
| 3 | WCG Wealth Advisors LLC | 1,341,902 | $41.6B | 1.17% | Share |
| 4 | Geneos Wealth Management Inc. | 992,462 | $30.8B | 0.75% | Share |
| 5 | WELLS FARGO & COMPANY/MN | 827,394 | $25.0B | 4.55% | Share |
| 6 | Allen Investment Management, LLC | 596,285 | $18.5B | 204.99% | Share |
| 7 | BANK OF AMERICA CORP /DE/ | 558,452 | $17.0B | 1.24% | Share |
| 8 | UBS Group AG | 548,178 | $17.0B | 2.75% | Share |
| 9 | BANK OF AMERICA CORP /DE/ | 539,146 | $16.0B | 1.16% | Share |
| 10 | ROYAL BANK OF CANADA | 414,941 | $12.0B | 1.95% | Share |
| 11 | Rockefeller Capital Management L.P. | 365,685 | $11.0B | 19.80% | Share |
| 12 | Valmark Advisers, Inc. | 309,433 | $9.6B | 118.17% | Share |
| 13 | RiverFront Investment Group, LLC | 308,635 | $9.6B | 157.73% | Share |
| 14 | ETF Portfolio Partners, Inc. | 295,184 | $9.1B | 2.36% | Share |
| 15 | Orion Porfolio Solutions, LLC | 304,530 | $9.0B | 66.00% | Share |
| 16 | JPMORGAN CHASE & CO | 254,082 | $7.0B | 0.44% | Share |
| 17 | ASSETMARK, INC | 204,917 | $6.3B | 12.95% | Share |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 149,902 | $4.0B | 5.33% | Share |
| 19 | RAYMOND JAMES FINANCIAL INC | 137,515 | $4.0B | 1.24% | Share |
| 20 | SSI INVESTMENT MANAGEMENT LLC | 97,944 | $3.0B | 0.21% | Share |
| 21 | CITADEL ADVISORS LLC | 115,121 | $3.0B | 0.45% | Share |
| 22 | REGIONS FINANCIAL CORP | 80,073 | $2.5B | 15.88% | Share |
| 23 | Tradition Wealth Management, LLC | 68,808 | $2.1B | 0.15% | Share |
| 24 | SHEPHERD KAPLAN KROCHUK, LLC | 66,665 | $2.1B | 1.71% | Share |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75,979 | $2.0B | 0.23% | Share |
| 26 | STIFEL FINANCIAL CORP | 95,598 | $2.0B | 1.80% | Share |
| 27 | INVESTMENT PARTNERS, LTD. | 52,144 | $1.6B | 0.57% | Share |
| 28 | Central Pacific Bank - Trust Division | 50,980 | $1.6B | 0.19% | Share |
| 29 | Mutual Advisors, LLC | 34,273 | $1.1B | 0.02% | Share |
| 30 | OSAIC HOLDINGS, INC. | 48,413 | $1.0B | 1.46% | Share |
| 31 | WELLS FARGO & COMPANY/MN | 46,089 | $1.0B | 0.18% | Share |
| 32 | 5T Wealth, LLC | 27,602 | $855.0M | 0.34% | Share |
| 33 | Austin Wealth Management, LLC | 23,670 | $731.0M | 0.11% | Share |
| 34 | PFG Advisors | 20,642 | $639.0M | 0.03% | Share |
| 35 | Navis Wealth Advisors, LLC | 17,800 | $551.0M | 0.23% | Share |
| 36 | COMERICA BANK | 16,000 | $495.0M | 1.97% | Share |
| 37 | PLANWISER FINANCIAL, LLC | 14,204 | $440.0M | 0.31% | Share |
| 38 | GDS Wealth Management | 13,975 | $433.0M | 0.03% | Share |
| 39 | Headland Capital, LLC | 12,241 | $379.0M | 0.11% | Share |
| 40 | WETZEL INVESTMENT ADVISORS, INC. | 11,874 | $367.0M | 0.15% | Share |
| 41 | REDW Wealth LLC | 11,860 | $367.0M | 0.14% | Share |
| 42 | ENTREWEALTH, LLC | 10,068 | $334.0M | 0.15% | Share |
| 43 | Sovran Advisors, LLC | 9,338 | $289.0M | 0.02% | Share |
| 44 | MONECO ADVISORS, LLC | 8,511 | $263.0M | 0.02% | Share |
| 45 | MARIPAU WEALTH MANAGEMENT LLC | 8,130 | $251.0M | 0.12% | Share |
| 46 | Signal Advisors Wealth, LLC | 8,130 | $251.0M | 0.02% | Share |
| 47 | Private Wealth Group, LLC | 7,739 | $239.0M | 0.11% | Share |
| 48 | Capital Investment Advisors, LLC | 6,966 | $215.0M | 3.27% | Share |
| 49 | WHITTIER TRUST CO | 5,814 | $180.0M | 1.95% | Share |
| 50 | Lodestone Wealth Management LLC | 5,321 | $164.0M | 0.07% | Share |
HDEF Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 135 | $1.2T | +57 |
| Q3 2025 | 78 | $1.2T | -22 |
| Q2 2025 | 100 | $1.3T | -6 |
| Q1 2025 | 106 | $1.3T | +11 |
| Q4 2024 | 95 | $3.7T | +25 |
| Q3 2024 | 70 | $20.7T | -8 |
| Q2 2024 | 78 | $17.0T | +8 |
| Q1 2024 | 70 | $702.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold HDEF (Xtrackers MSCI EAFE High Dividend Yield Equity ETF). The largest holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $855.0B in shares. This quarter, 9 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own HDEF?
As of Q4 2025, 50 institutional investors report holding HDEF (Xtrackers MSCI EAFE High Dividend Yield Equity ETF) in their 13F filings.
Who is the largest institutional holder of HDEF?
The largest institutional holder of HDEF is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $855.0B in shares.
Is institutional ownership of HDEF increasing or decreasing?
This quarter, 9 institutions opened new positions in HDEF and 1 closed their positions.