XTRACKERS MSCI EAFE HIGH DIV HDEF
$32.68
+2.3% 52w: $27.04 – $33.27
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data27.0430.1533.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
136
+1 QoQ
13F value
$1.50B
-4.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$310K calls / — puts
Institutional value by quarter
Number of holders
Who owns HDEF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 25.6M | $830.4M | 0.1% | -7.1% |
| Allworth Financial LP | Wealth advisor | 1.9M | $62.3M | 0.3% | +2.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.5M | $49.1M | 0.1% | -14.7% |
| WCG Wealth Advisors LLC | Wealth advisor | 1.3M | $43.2M | 1.2% | -0.6% |
| MORGAN STANLEY | Bank broker | 1.3M | $43.0M | 0.0% | +3.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $37.5M | 0.0% | +5.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.0M | $33.5M | 0.0% | -43.7% |
| Geneos Wealth Management Inc. | Wealth advisor | 998.5K | $32.4M | 0.8% | +0.6% |
| LPL Financial LLC | Bank broker | 967.1K | $31.3M | 0.0% | +23.0% |
| UBS Group AG | Bank broker | 645.4K | $20.9M | 0.0% | +17.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 620.8K | $20.1M | 0.0% | -28.9% |
| Allen Investment Management, LLC | Other | 596.3K | $19.2M | 0.2% | Held |
| TSFG, LLC | Wealth advisor | 558.7K | $18.1M | 2.7% | +17.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 529.9K | $17.2M | 0.0% | +33.9% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 477.0K | $15.5M | 0.2% | +3.1% |
| ROYAL BANK OF CANADA | Bank broker | 414.5K | $13.4M | 0.0% | -0.3% |
| Columbus Macro, LLC | Other | 404.0K | $13.1M | 1.4% | +0.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 382.0K | $12.4M | 0.0% | +12.8% |
| RiverFront Investment Group, LLC | Wealth advisor | 369.0K | $12.0M | 0.2% | +19.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 364.3K | $11.8M | 0.0% | -0.4% |
| Cetera Investment Advisers | Wealth advisor | 333.8K | $10.8M | 0.0% | -0.1% |
| JPMORGAN CHASE & CO | Bank broker | 338.0K | $10.7M | 0.0% | +18.4% |
| Valmark Advisers, Inc. | Wealth advisor | 312.6K | $10.1M | 0.1% | +1.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 311.9K | $10.1M | 0.1% | +2.4% |
| ETF Portfolio Partners, Inc. | Wealth advisor | 302.6K | $9.8M | 2.6% | +2.5% |
| White Pine Investment CO | Wealth advisor | 246.3K | $8.0M | 1.9% | -2.6% |
| JANE STREET GROUP, LLC | Market maker | 213.8K | $6.9M | 0.0% | +97.8% |
| ASSETMARK, INC | Wealth advisor | 197.8K | $6.4M | 0.0% | -3.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 184.6K | $6.0M | 0.0% | +29.4% |
| Aprio Wealth Management, LLC | Wealth advisor | 180.8K | $5.9M | 0.3% | +5.4% |
| HighTower Advisors, LLC | Diversified mechanical | 158.5K | $5.1M | 0.0% | +1.8% |
| Paller Financial Services Inc | Wealth advisor | 148.2K | $4.8M | 4.0% | -1.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 132.2K | $4.3M | 0.0% | -11.8% |
| SWS Partners | Other | 122.9K | $4.0M | 1.0% | -90.2% |
| NICOLET BANKSHARES INC | Wealth advisor | 121.1K | $3.9M | 0.1% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 102.8K | $3.3M | 0.0% | +7.5% |
| Indivisible Partners | Other | 102.7K | $3.3M | 0.3% | +15.9% |
| SSI INVESTMENT MANAGEMENT LLC ★2 | Fundamental diversified | 98.0K | $3.2M | 0.2% | +0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 97.7K | $3.2M | 0.0% | +28.4% |
| REGIONS FINANCIAL CORP | Other | 90.5K | $2.9M | 0.0% | +13.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 69.8K | $2.3M | 0.1% | +4.1% |
| Tradition Wealth Management, LLC | Wealth advisor | 65.9K | $2.1M | 0.2% | -4.2% |
| SHEPHERD KAPLAN KROCHUK, LLC | Wealth advisor | 65.5K | $2.1M | 1.8% | -1.8% |
| Creative Planning | Wealth advisor | 58.6K | $1.9M | 0.0% | +10.4% |
| INVESTMENT PARTNERS, LTD. | Wealth advisor | 52.0K | $1.7M | 0.6% | -0.2% |
| Central Pacific Bank - Trust Division | Other | 51.0K | $1.7M | 0.2% | Held |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 43.8K | $1.4M | 0.0% | +2.9% |
| AlphaCore Capital LLC | Wealth advisor | 37.7K | $1.2M | 0.0% | +13.2% |
| FLOW TRADERS U.S. LLC | Market maker | 36.9K | $1.2M | 0.0% | New |
| World Investment Advisors | Wealth advisor | 35.7K | $1.2M | 0.0% | -3.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.