XTRACKERS MSCI EAFE HIGH DIV (HDEF) Institutional Shareholders
XTRACKERS MSCI EAFE HIGH DIV (HDEF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.46B in HDEF holdings during the latest filing period.
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 $801.47M, representing an estimated gain of +4.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% 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
136
Total Reported Value
$1.46B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$763.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
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 | $801,471,786 | +$37,780,615 | +4.95% | |
| Morgan Stanley | 0.00% | 2,835,059 | $91,118,814 | $95,626,540 | +$4,507,726 | +4.95% | |
| Allworth Financial Lp | 0.24% | 1,769,198 | $56,862,018 | $59,675,049 | +$2,813,031 | +4.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.08% | 1,424,752 | $45,977,231 | $48,056,885 | +$2,079,654 | +4.52% | |
| Bank Of America Corp | 0.00% | 1,242,881 | $39,946,209 | $41,922,376 | +$1,976,167 | +4.95% | |
| Wcg Wealth Advisors Llc | 0.87% | 1,136,736 | $36,534,696 | $38,342,105 | +$1,807,409 | +4.95% | |
| Mercer Global Advisors Inc | 0.04% | 1,015,884 | $32,650,516 | $34,265,767 | +$1,615,251 | +4.95% | |
| Geneos Wealth Management Inc. | 0.66% | 1,006,549 | $32,350,478 | $33,950,898 | +$1,600,420 | +4.95% | |
| Lpl Financial Llc | 0.01% | 952,348 | $30,608,476 | $32,122,698 | +$1,514,222 | +4.95% | |
| Ubs Group Ag | 0.00% | 635,354 | $20,420,278 | $21,430,490 | +$1,010,212 | +4.95% | |
| Wells Fargo & Company/Mn | 0.00% | 613,126 | $19,705,865 | $20,680,740 | +$974,875 | +4.95% | |
| Allen Investment Management, Llc | 0.23% | 596,285 | $19,152,672 | $20,112,693 | +$960,021 | +5.01% | |
| Coldstream Capital Management Inc | 0.23% | 583,660 | $18,758,820 | $19,686,852 | +$928,032 | +4.95% | |
| Envestnet Asset Management Inc | 0.00% | 532,574 | $17,116,918 | $17,963,721 | +$846,803 | +4.95% | |
| Tsfg, Llc | 1.99% | 491,833 | $15,807,000 | $16,589,527 | +$782,527 | +4.95% | |
| Janney Montgomery Scott Llc | 0.03% | 415,793 | $13,364,000 | $14,024,698 | +$660,698 | +4.94% | |
| Columbus Macro, Llc | 1.26% | 402,360 | $12,931,862 | $13,571,603 | +$639,741 | +4.95% | |
| Riverfront Investment Group, Llc | 0.17% | 392,423 | $12,612,475 | $13,236,428 | +$623,953 | +4.95% | |
| Royal Bank Of Canada | 0.00% | 381,715 | $12,268,000 | $12,875,247 | +$607,247 | +4.95% | |
| Rockefeller Capital Management L.P. | 0.02% | 371,777 | $11,948,932 | $12,540,038 | +$591,106 | +4.95% | |
| Jpmorgan Chase & Co | 0.00% | 348,223 | $11,251,104 | $11,745,562 | +$494,458 | +4.39% | |
| Cetera Investment Advisers | 0.01% | 330,212 | $10,613,031 | $11,138,051 | +$525,020 | +4.95% | |
| Valmark Advisers, Inc. | 0.11% | 330,063 | $10,608,225 | $11,133,025 | +$524,800 | +4.95% | |
| Etf Portfolio Partners, Inc. | 2.31% | 302,668 | $9,727,758 | $10,208,992 | +$481,234 | +4.95% | |
| Orion Porfolio Solutions, Llc | 0.07% | 297,930 | $9,575,476 | $10,049,179 | +$473,703 | +4.95% | |
| White Pine Investment Co | 1.68% | 245,428 | $7,888,000 | $8,278,286 | +$390,286 | +4.95% | |
| Assetmark, Inc | 0.01% | 197,077 | $6,334,055 | $6,647,407 | +$313,352 | +4.95% | |
| Raymond James Financial Inc | 0.00% | 189,021 | $6,075,125 | $6,375,678 | +$300,553 | +4.95% | |
| Aprio Wealth Management, Llc | 0.29% | 183,752 | $5,905,791 | $6,197,955 | +$292,164 | +4.95% | |
| Nicolet Bankshares Inc | 0.15% | 150,453 | $4,835,559 | $5,074,780 | +$239,221 | +4.95% | |
| Paller Financial Services Inc | 3.27% | 136,113 | $4,374,672 | $4,591,091 | +$216,419 | +4.95% | |
| Sws Partners | 0.87% | 125,266 | $4,026,041 | $4,225,222 | +$199,181 | +4.95% | |
| Commonwealth Equity Services, Llc | 0.01% | 125,033 | $4,018,553 | $4,217,363 | +$198,810 | +4.95% | |
| Stifel Financial Corp | 0.00% | 101,610 | $3,265,873 | $3,427,305 | +$161,432 | +4.94% | |
| Indivisible Partners | 0.18% | 100,648 | $3,234,814 | $3,394,857 | +$160,043 | +4.95% | |
| Osaic Holdings, Inc. | 0.00% | 100,451 | $3,228,738 | $3,388,212 | +$159,474 | +4.94% | |
| Larson Financial Group Llc | 0.08% | 99,033 | $3,182,921 | $3,340,383 | +$157,462 | +4.95% | |
| Regions Financial Corp | 0.02% | 96,818 | $3,111,731 | $3,265,671 | +$153,940 | +4.95% | |
| Dynamic Advisor Solutions Llc | 0.07% | 74,970 | $2,409,523 | $2,528,738 | +$119,215 | +4.95% | |
| Tradition Wealth Management, Llc | 0.13% | 65,661 | $2,110,346 | $2,214,746 | +$104,400 | +4.95% | |
| Citadel Advisors Llc | 0.00% | 55,899 | $1,796,594 | $1,885,473 | +$88,879 | +4.95% | |
| Coppell Advisory Solutions Llc | 0.14% | 211 | $1,739,026 | $7,117 | -$1,731,909 | -99.59% | |
| Investment Partners, Ltd. | 0.52% | 51,942 | $1,669,416 | $1,752,004 | +$82,588 | +4.95% | |
| Shepherd Kaplan Krochuk, Llc | 1.32% | 51,877 | $1,667,327 | $1,749,811 | +$82,484 | +4.95% | |
| Captrust Financial Advisors | 0.00% | 41,650 | $1,338,631 | $1,404,854 | +$66,223 | +4.95% | |
| Alphacore Capital Llc | 0.02% | 37,667 | $1,210,617 | $1,270,508 | +$59,891 | +4.95% | |
| Mariner, Llc | 0.00% | 37,391 | $1,201,732 | $1,261,198 | +$59,466 | +4.95% | |
| Mutual Advisors, Llc | 0.02% | 36,750 | $1,181,135 | $1,239,578 | +$58,443 | +4.95% | |
| World Investment Advisors | 0.02% | 35,722 | $1,157,751 | $1,204,903 | +$47,152 | +4.07% | |
| Ifp Advisors, Inc | 0.02% | 34,597 | $1,111,948 | $1,166,957 | +$55,009 | +4.95% |
Frequently asked questions about HDEF
Who owns the most HDEF stock?
The largest holders of HDEF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for XTRACKERS MSCI EAFE HIGH DIV (HDEF).
Is HDEF widely held by superinvestors?
Many widely followed stocks like HDEF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HDEF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.