DBEZ Institutional Ownership & Shareholders
XTRACKERS MSCI EUROZONE HEDG (DBEZ) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Affinity Wealth Management Llc is currently the largest disclosed institutional shareholder of DBEZ tracked by InsiderSet, reporting ownership valued at approximately $23.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.04M, representing an estimated loss of -2.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed DBEZ value among the investors covered in this analysis. Major shareholders include Affinity Wealth Management Llc, Elevatus Welath Management, Morgan Stanley, and several other long-term asset managers with concentrated positions in XTRACKERS MSCI EUROZONE HEDG (DBEZ).
This page ranks the largest institutional DBEZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
22
Total Reported Value
$49.86M
Largest Holder
Affinity Wealth Management Llc
Largest Position
$23.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Affinity Wealth Management Llc | 3.06% | 378,464 | $23,728,497 | $23,038,088 | -$690,409 | -2.91% | |
| Elevatus Welath Management | 1.66% | 111,816 | $6,916,057 | $6,806,531 | -$109,526 | -1.58% | |
| Morgan Stanley | 0.00% | 82,624 | $5,180,269 | $5,029,538 | -$150,731 | -2.91% | |
| Sonoma Allocations Llc | 1.30% | 66,919 | $4,195,590 | $4,073,534 | -$122,056 | -2.91% | |
| Lpl Financial Llc | 0.00% | 23,073 | $1,446,605 | $1,404,513 | -$42,092 | -2.91% | |
| Newedge Advisors, Llc | 0.00% | 22,646 | $1,419,844 | $1,378,521 | -$41,323 | -2.91% | |
| Jane Street Group, Llc | 0.00% | 20,742 | $1,300,459 | $1,262,619 | -$37,840 | -2.91% | |
| Kkm Financial Llc | 0.17% | 19,748 | $1,238,138 | $1,202,112 | -$36,026 | -2.91% | |
| Bank Of America Corp | 0.00% | 15,444 | $968,289 | $940,116 | -$28,173 | -2.91% | |
| Seabridge Investment Advisors Llc | 0.09% | 11,059 | $684,024 | $673,190 | -$10,834 | -1.58% | |
| Kestra Advisory Services, Llc | 0.00% | 11,059 | $684,023 | $673,190 | -$10,833 | -1.58% | |
| Provise Management Group, Llc | 0.04% | 10,854 | $597,283 | $660,711 | +$63,428 | +10.62% | |
| Susquehanna International Group, Llp | 0.00% | 7,869 | $493,362 | $479,006 | -$14,356 | -2.91% | |
| Osaic Holdings, Inc. | 0.00% | 6,322 | $396,523 | $384,837 | -$11,686 | -2.95% | |
| Citadel Advisors Llc | 0.00% | 3,929 | $246,336 | $239,168 | -$7,168 | -2.91% | |
| Whittier Trust Co | 0.00% | 3,075 | $194,063 | $187,183 | -$6,880 | -3.55% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,495 | $93,776 | $91,005 | -$2,771 | -2.96% | |
| Harbour Investments, Inc. | 0.00% | 712 | $44,640 | $43,341 | -$1,299 | -2.91% | |
| Nbc Securities, Inc. | 0.00% | 327 | $20,226 | $19,905 | -$321 | -1.59% | |
| Fmr Llc | 0.00% | 106 | $6,646 | $6,452 | -$194 | -2.91% | |
| Fifth Third Bancorp | 0.00% | 99 | $6,207 | $6,026 | -$181 | -2.91% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,000 | $309 | $304,363 | +$304,054 | +98399.35% |
Frequently asked questions about DBEZ
Who are the largest institutional holders of DBEZ?
The largest institutional holders of DBEZ reported in the latest SEC Form 13F filings include Affinity Wealth Management Llc, Elevatus Welath Management, Morgan Stanley, Sonoma Allocations Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported DBEZ position.
What is DBEZ institutional ownership?
This page tracks DBEZ positions reported by institutional investment managers through SEC Form 13F. XTRACKERS MSCI EUROZONE HEDG (DBEZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DBEZ?
InsiderSet currently tracks 22 institutional managers reporting DBEZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DBEZ shareholders.
How much DBEZ stock do institutions own?
Institutional investment managers disclosed approximately $49.86M in DBEZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DBEZ institutional ownership last updated?
The latest DBEZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DBEZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DBEZ position after the reporting date.
Are institutions buying or selling DBEZ?
Institutional buying and selling can be analyzed by comparing DBEZ positions across consecutive 13F reporting periods. InsiderSet's DBEZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DBEZ ownership changes.
How has DBEZ institutional ownership changed over time?
InsiderSet tracks DBEZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.