HDEF Institutional Ownership & Shareholders
XTRACKERS MSCI EAFE HIGH DIV (HDEF) is currently held by 135 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.44B 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 HDEF tracked by InsiderSet, reporting ownership valued at approximately $763.69M 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 $816.92M, representing an estimated gain of +6.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed HDEF value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Morgan Stanley, Allworth Financial Lp, and several other long-term asset managers with concentrated positions in XTRACKERS MSCI EAFE HIGH DIV (HDEF).
This page ranks the largest institutional HDEF 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
135
Total Reported Value
$1.44B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$763.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.10% | 23,761,393 | $763,691,171 | $816,916,691 | +$53,225,520 | +6.97% | |
| Morgan Stanley | 0.00% | 2,835,059 | $91,118,814 | $97,469,328 | +$6,350,514 | +6.97% | |
| Allworth Financial Lp | 0.24% | 1,769,198 | $56,862,018 | $60,825,027 | +$3,963,009 | +6.97% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 1,557,709 | $49,769,471 | $53,554,035 | +$3,784,564 | +7.60% | |
| Bank Of America Corp | 0.00% | 1,242,881 | $39,946,209 | $42,730,249 | +$2,784,040 | +6.97% | |
| Wcg Wealth Advisors Llc | 0.87% | 1,136,736 | $36,534,696 | $39,080,984 | +$2,546,288 | +6.97% | |
| Mercer Global Advisors Inc | 0.04% | 1,015,884 | $32,650,516 | $34,926,092 | +$2,275,576 | +6.97% | |
| Geneos Wealth Management Inc. | 0.66% | 1,006,549 | $32,350,478 | $34,605,155 | +$2,254,677 | +6.97% | |
| Lpl Financial Llc | 0.01% | 952,348 | $30,608,476 | $32,741,724 | +$2,133,248 | +6.97% | |
| Ubs Group Ag | 0.00% | 635,354 | $20,420,278 | $21,843,471 | +$1,423,193 | +6.97% | |
| Wells Fargo & Company/Mn | 0.00% | 613,126 | $19,705,865 | $21,079,272 | +$1,373,407 | +6.97% | |
| Allen Investment Management, Llc | 0.23% | 596,285 | $19,152,672 | $20,500,278 | +$1,347,606 | +7.04% | |
| Coldstream Capital Management Inc | 0.23% | 583,660 | $18,758,820 | $20,066,231 | +$1,307,411 | +6.97% | |
| Envestnet Asset Management Inc | 0.00% | 532,574 | $17,116,918 | $18,309,894 | +$1,192,976 | +6.97% | |
| Janney Montgomery Scott Llc | 0.03% | 415,793 | $13,364,000 | $14,294,963 | +$930,963 | +6.97% | |
| Columbus Macro, Llc | 1.27% | 404,273 | $13,078,231 | $13,898,906 | +$820,675 | +6.28% | |
| Riverfront Investment Group, Llc | 0.17% | 392,423 | $12,612,475 | $13,491,503 | +$879,028 | +6.97% | |
| Royal Bank Of Canada | 0.00% | 381,715 | $12,268,000 | $13,123,362 | +$855,362 | +6.97% | |
| Rockefeller Capital Management L.P. | 0.02% | 371,777 | $11,948,932 | $12,781,693 | +$832,761 | +6.97% | |
| Jpmorgan Chase & Co | 0.00% | 348,223 | $11,251,104 | $11,971,907 | +$720,803 | +6.41% | |
| Cetera Investment Advisers | 0.01% | 330,212 | $10,613,031 | $11,352,689 | +$739,658 | +6.97% | |
| Valmark Advisers, Inc. | 0.11% | 330,063 | $10,608,225 | $11,347,566 | +$739,341 | +6.97% | |
| Etf Portfolio Partners, Inc. | 2.46% | 303,177 | $9,807,779 | $10,423,225 | +$615,446 | +6.28% | |
| Orion Porfolio Solutions, Llc | 0.07% | 297,930 | $9,575,476 | $10,242,833 | +$667,357 | +6.97% | |
| Assetmark, Inc | 0.01% | 193,331 | $6,254,258 | $6,646,720 | +$392,462 | +6.28% | |
| Raymond James Financial Inc | 0.00% | 189,021 | $6,075,125 | $6,498,542 | +$423,417 | +6.97% | |
| Paller Financial Services Inc | 4.55% | 183,434 | $5,934,090 | $6,306,461 | +$372,371 | +6.28% | |
| Nicolet Bankshares Inc | 0.15% | 150,453 | $4,835,559 | $5,172,574 | +$337,015 | +6.97% | |
| Aprio Wealth Management, Llc | 0.18% | 124,667 | $4,032,993 | $4,286,051 | +$253,058 | +6.27% | |
| Commonwealth Equity Services, Llc | 0.01% | 125,033 | $4,018,553 | $4,298,635 | +$280,082 | +6.97% | |
| Sws Partners | 0.86% | 123,824 | $4,005,698 | $4,257,069 | +$251,371 | +6.28% | |
| Investment Partners, Ltd. | 0.52% | 103,610 | $3,351,784 | $3,562,112 | +$210,328 | +6.28% | |
| Stifel Financial Corp | 0.00% | 101,610 | $3,265,873 | $3,493,352 | +$227,479 | +6.97% | |
| Osaic Holdings, Inc. | 0.00% | 100,451 | $3,228,738 | $3,453,505 | +$224,767 | +6.96% | |
| Larson Financial Group Llc | 0.08% | 99,033 | $3,182,921 | $3,404,755 | +$221,834 | +6.97% | |
| Indivisible Partners | 0.14% | 96,985 | $3,137,463 | $3,334,344 | +$196,881 | +6.28% | |
| Regions Financial Corp | 0.02% | 96,818 | $3,111,731 | $3,328,603 | +$216,872 | +6.97% | |
| Dynamic Advisor Solutions Llc | 0.07% | 79,158 | $2,560,775 | $2,721,452 | +$160,677 | +6.27% | |
| Tradition Wealth Management, Llc | 0.13% | 65,661 | $2,110,346 | $2,257,425 | +$147,079 | +6.97% | |
| Citadel Advisors Llc | 0.00% | 55,899 | $1,796,594 | $1,921,808 | +$125,214 | +6.97% | |
| Coppell Advisory Solutions Llc | 0.14% | 211 | $1,739,026 | $7,254 | -$1,731,772 | -99.58% | |
| Shepherd Kaplan Krochuk, Llc | 1.32% | 51,877 | $1,667,327 | $1,783,531 | +$116,204 | +6.97% | |
| Captrust Financial Advisors | 0.00% | 41,650 | $1,338,631 | $1,431,927 | +$93,296 | +6.97% | |
| Alphacore Capital Llc | 0.02% | 37,667 | $1,210,617 | $1,294,991 | +$84,374 | +6.97% | |
| Mariner, Llc | 0.00% | 37,391 | $1,201,732 | $1,285,503 | +$83,771 | +6.97% | |
| Mutual Advisors, Llc | 0.02% | 36,750 | $1,181,135 | $1,263,465 | +$82,330 | +6.97% | |
| World Investment Advisors | 0.02% | 35,722 | $1,157,751 | $1,228,122 | +$70,371 | +6.08% | |
| Ifp Advisors, Inc | 0.02% | 35,367 | $1,144,122 | $1,215,917 | +$71,795 | +6.28% | |
| Farther Finance Advisors, Llc | 0.01% | 33,918 | $1,097,245 | $1,166,101 | +$68,856 | +6.28% | |
| Susquehanna International Group, Llp | 0.00% | 33,442 | $1,074,826 | $1,149,736 | +$74,910 | +6.97% |
Frequently asked questions about HDEF
Who are the largest institutional holders of HDEF?
The largest institutional holders of HDEF reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Morgan Stanley, Allworth Financial Lp, Wealth Enhancement Advisory Services, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported HDEF position.
What is HDEF institutional ownership?
This page tracks HDEF positions reported by institutional investment managers through SEC Form 13F. XTRACKERS MSCI EAFE HIGH DIV (HDEF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HDEF?
InsiderSet currently tracks 135 institutional managers reporting HDEF 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 HDEF shareholders.
How much HDEF stock do institutions own?
Institutional investment managers disclosed approximately $1.44B in HDEF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HDEF institutional ownership last updated?
The latest HDEF 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 HDEF 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 HDEF position after the reporting date.
Are institutions buying or selling HDEF?
Institutional buying and selling can be analyzed by comparing HDEF positions across consecutive 13F reporting periods. InsiderSet's HDEF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HDEF ownership changes.
How has HDEF institutional ownership changed over time?
InsiderSet tracks HDEF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.