HAUZ Institutional Ownership & Shareholders
XTRACKERS INTL REAL ESTATE (HAUZ) is currently held by 114 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $935.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of HAUZ tracked by InsiderSet, reporting ownership valued at approximately $876.25M 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 $837.94M, representing an estimated loss of -4.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed HAUZ value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Bleakley Financial Group, Llc, Aire Advisors, Llc, and several other long-term asset managers with concentrated positions in XTRACKERS INTL REAL ESTATE (HAUZ).
This page ranks the largest institutional HAUZ 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
114
Total Reported Value
$935.24M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$876.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
148
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.12% | 39,083,213 | $876,245,635 | $837,944,087 | -$38,301,548 | -4.37% | |
| Bleakley Financial Group, Llc | 0.33% | 1,161,656 | $26,044,325 | $24,905,905 | -$1,138,420 | -4.37% | |
| Aire Advisors, Llc | 1.26% | 364,442 | $7,737,104 | $7,813,636 | +$76,532 | +0.99% | |
| Cetera Investment Advisers | 0.00% | 146,539 | $3,285,420 | $3,141,796 | -$143,624 | -4.37% | |
| Clark Capital Management Group, Inc. | 0.02% | 125,224 | $2,807,522 | $2,684,803 | -$122,719 | -4.37% | |
| Envestnet Asset Management Inc | 0.00% | 89,614 | $2,009,137 | $1,921,324 | -$87,813 | -4.37% | |
| Fairview Capital Investment Management, Llc | 0.10% | 84,543 | $1,895,454 | $1,812,602 | -$82,852 | -4.37% | |
| Hb Wealth Management, Llc | 0.01% | 84,128 | $1,786,037 | $1,803,704 | +$17,667 | +0.99% | |
| Sentinel Trust Co Lba | 0.16% | 78,300 | $1,755,000 | $1,678,752 | -$76,248 | -4.34% | |
| Osaic Holdings, Inc. | 0.00% | 74,545 | $1,671,350 | $1,598,245 | -$73,105 | -4.37% | |
| Lpl Financial Llc | 0.00% | 65,214 | $1,462,104 | $1,398,188 | -$63,916 | -4.37% | |
| American Financial & Tax Strategies Inc | 0.46% | 47,320 | $1,004,604 | $1,014,541 | +$9,937 | +0.99% | |
| Orion Porfolio Solutions, Llc | 0.01% | 41,298 | $925,904 | $885,429 | -$40,475 | -4.37% | |
| Jane Street Group, Llc | 0.00% | 26,557 | $595,408 | $569,382 | -$26,026 | -4.37% | |
| Hrt Financial Lp | 0.00% | 24,197 | $542,000 | $518,784 | -$23,216 | -4.28% | |
| Betterment Llc | 0.00% | 23,858 | $535,000 | $511,516 | -$23,484 | -4.39% | |
| Creative Planning | 0.00% | 23,412 | $497,045 | $501,953 | +$4,908 | +0.99% | |
| Alphacore Capital Llc | 0.01% | 22,137 | $496,312 | $474,617 | -$21,695 | -4.37% | |
| Corient Private Wealth Llc | 0.00% | 20,604 | $461,946 | $441,750 | -$20,196 | -4.37% | |
| Quantinno Capital Management Lp | 0.00% | 17,930 | $401,991 | $384,419 | -$17,572 | -4.37% | |
| Mariner, Llc | 0.00% | 16,444 | $368,671 | $352,559 | -$16,112 | -4.37% | |
| Nuveen, Llc | 0.00% | 15,542 | $348,437 | $333,220 | -$15,217 | -4.37% | |
| Brand Asset Management Group, Inc. | 0.08% | 15,517 | $347,892 | $332,684 | -$15,208 | -4.37% | |
| Aqr Capital Management Llc | 0.00% | 13,043 | $292,424 | $279,642 | -$12,782 | -4.37% | |
| Focus Partners Wealth | 0.00% | 12,853 | $288,165 | $275,568 | -$12,597 | -4.37% | |
| Cerity Partners Llc | 0.00% | 12,217 | $274,076 | $261,932 | -$12,144 | -4.43% | |
| Ellis Investment Partners, Llc | 0.04% | 12,273 | $260,557 | $263,133 | +$2,576 | +0.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,270 | $256,594 | $263,069 | +$6,475 | +2.52% | |
| Virtu Financial Llc | 0.01% | 11,329 | $254,000 | $242,894 | -$11,106 | -4.37% | |
| Strategic Financial Planning, Inc. | 0.13% | 11,177 | $250,593 | $239,635 | -$10,958 | -4.37% | |
| Principal Securities, Inc. | 0.00% | 10,843 | $243,100 | $232,474 | -$10,626 | -4.37% | |
| Brooklyn Investment Group | 0.01% | 10,181 | $230,035 | $218,281 | -$11,754 | -5.11% | |
| Mercer Global Advisors Inc | 0.00% | 10,096 | $226,352 | $216,458 | -$9,894 | -4.37% | |
| Ancora Advisors Llc | 0.00% | 10,000 | $224,200 | $214,400 | -$9,800 | -4.37% | |
| Ariadne Wealth Management, Lp | 0.10% | 10,000 | $224,200 | $214,400 | -$9,800 | -4.37% | |
| Fmr Llc | 0.00% | 8,382 | $187,923 | $179,710 | -$8,213 | -4.37% | |
| Blackrock, Inc. | 0.00% | 4,817 | $107,997 | $103,276 | -$4,721 | -4.37% | |
| Morgan Stanley | 0.00% | 3,398 | $76,204 | $72,853 | -$3,351 | -4.40% | |
| Corecap Advisors, Llc | 0.00% | 2,037 | $43,260 | $43,673 | +$413 | +0.96% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,200 | $26,904 | $25,728 | -$1,176 | -4.37% | |
| Royal Bank Of Canada | 0.00% | 1,105 | $24,000 | $23,691 | -$309 | -1.29% | |
| Allworth Financial Lp | 0.00% | 1,022 | $22,914 | $21,912 | -$1,002 | -4.37% | |
| Us Bancorp \De\ | 0.00% | 962 | $21,568 | $20,625 | -$943 | -4.37% | |
| Parallel Advisors, Llc | 0.00% | 812 | $18,209 | $17,409 | -$800 | -4.39% | |
| Jones Financial Companies Lllp | 0.00% | 780 | $17,527 | $16,723 | -$804 | -4.59% | |
| Cwm, Llc | 0.00% | 756 | $17,083 | $16,209 | -$874 | -5.12% | |
| Brooklyn Fi, Llc | 0.00% | 738 | $16,882 | $15,823 | -$1,059 | -6.27% | |
| Wells Fargo & Company/Mn | 0.00% | 684 | $15,337 | $14,665 | -$672 | -4.38% | |
| 1620 Investment Advisors, Inc. | 0.01% | 681 | $15,268 | $14,601 | -$667 | -4.37% | |
| Align Financial, Llc | 0.01% | 622 | $13,205 | $13,336 | +$131 | +0.99% |
Frequently asked questions about HAUZ
Who are the largest institutional holders of HAUZ?
The largest institutional holders of HAUZ reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Bleakley Financial Group, Llc, Aire Advisors, Llc, Cetera Investment Advisers, and Clark Capital Management Group, Inc.. InsiderSet ranks institutional holders by their latest reported HAUZ position.
What is HAUZ institutional ownership?
This page tracks HAUZ positions reported by institutional investment managers through SEC Form 13F. XTRACKERS INTL REAL ESTATE (HAUZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HAUZ?
InsiderSet currently tracks 114 institutional managers reporting HAUZ 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 HAUZ shareholders.
How much HAUZ stock do institutions own?
Institutional investment managers disclosed approximately $935.24M in HAUZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HAUZ institutional ownership last updated?
The latest HAUZ 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 HAUZ 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 HAUZ position after the reporting date.
Are institutions buying or selling HAUZ?
Institutional buying and selling can be analyzed by comparing HAUZ positions across consecutive 13F reporting periods. InsiderSet's HAUZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HAUZ ownership changes.
How has HAUZ institutional ownership changed over time?
InsiderSet tracks HAUZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.