Filing Research | DBX ETF TR Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4MSH	$46.0M
2	Columbus Macro, LLC	Shares	402.4KSH	$12.9M
3	ETF Portfolio Partners, Inc.	Shares	302.7KSH	$9.7M
4	Aprio Wealth Management, LLC	Shares	183.8KSH	$5.9M
5	Paller Financial Services Inc	Shares	136.1KSH	$4.4M
6	Dynamic Advisor Solutions LLC	Shares	75.0KSH	$2.4M
7	IFP Advisors, Inc	Shares	34.6KSH	$1.1M
8	Farther Finance Advisors, LLC	Shares	31.9KSH	$1.0M
9	5T Wealth, LLC	Shares	31.5KSH	$1.0M
10	Orgel Wealth Management, LLC	Shares	29.8KSH	$956.7K
11	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	21.0KSH	$675.8K
12	Austin Wealth Management, LLC	Shares	20.2KSH	$673.6K
13	NorthCrest Asset Manangement, LLC	Shares	19.6KSH	$640.7K
14	WETZEL INVESTMENT ADVISORS, INC.	Shares	17.7KSH	$569.4K
15	Sequoia Financial Advisors, LLC	Shares	12.5KSH	$403.0K
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	9.9KSH	$319.3K
17	Private Wealth Group, LLC	Shares	7.7KSH	$248.7K
18	KWB Wealth	Shares	6.3KSH	$203.2K
19	Lodestone Wealth Management LLC	Shares	5.3KSH	$171.0K
20	Wealth Enhancement Trust Services, Inc.	Shares	4.2KSH	$134.6K
21	CGC Financial Services, LLC	Shares	3.9KSH	$126.9K
22	CoreCap Advisors, LLC	Shares	1.8KSH	$56.2K
23	Steigerwald, Gordon & Koch Inc.	Shares	714SH	$22.9K
24	Robinswood Financial LLC	Shares	677SH	$21.8K
25	GGM Financial LLC	Shares	626SH	$20.1K
26	LGT Financial Advisors LLC	Shares	505SH	$16.2K
27	TSFG, LLC	Shares	491.8KSH	$15.8K
28	Financial Perspectives, Inc	Shares	409SH	$13.1K
29	White Pine Investment CO	Shares	245.4KSH	$7.9K
30	LifeSteps Financial, Inc.	Shares	210SH	$6.7K
31	True Wealth Design, LLC	Shares	195SH	$6.3K
32	HARBOR INVESTMENT ADVISORY, LLC	Shares	151SH	$4.9K
33	Key FInancial Inc	Shares	143SH	$4.6K

Manager changes2026-06-30 vs 2026-03-31

39 / 39 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+19.6K	+$625.1K	$1.0M
2	KWB Wealth new	Shares	+6.3K	+$203.2K	$203.2K
3	Dynamic Advisor Solutions LLC added	Shares	+5.2K	+$147.5K	$2.4M
4	Austin Wealth Management, LLC added	Shares	+3.7K	+$131.7K	$673.6K
5	CGC Financial Services, LLC new	Shares	+3.9K	+$126.9K	$126.9K
6	Aprio Wealth Management, LLC added	Shares	+2.9K	+$45.2K	$5.9M
7	5T Wealth, LLC added	Shares	+1.5K	+$39.5K	$1.0M
8	IFP Advisors, Inc added	Shares	+1.1K	+$27.8K	$1.1M
9	Robinswood Financial LLC new	Shares	+677	+$21.8K	$21.8K
10	GGM Financial LLC new	Shares	+626	+$20.1K	$20.1K
11	Financial Perspectives, Inc new	Shares	+409	+$13.1K	$13.1K
12	LifeSteps Financial, Inc. new	Shares	+210	+$6.7K	$6.7K
13	True Wealth Design, LLC new	Shares	+195	+$6.3K	$6.3K
14	Key FInancial Inc added	Shares	+22	+$674	$4.6K
15	Steigerwald, Gordon & Koch Inc. added	Shares	+5	-$35	$22.9K
16	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$41	$4.9K
17	White Pine Investment CO trimmed	Shares	-889	-$95	$7.9K
18	LGT Financial Advisors LLC unchanged	Shares	0	-$136	$16.2K
19	Lodestone Wealth Management LLC unchanged	Shares	0	-$1.4K	$171.0K
20	Private Wealth Group, LLC unchanged	Shares	0	-$2.1K	$248.7K
21	TSFG, LLC trimmed	Shares	-66.9K	-$2.3K	$15.8K
22	GHP Investment Advisors, Inc. exited	Shares	-148	-$4.8K	$0
23	KAVAR CAPITAL PARTNERS GROUP, LLC unchanged	Shares	0	-$5.7K	$675.8K
24	Sequoia Financial Advisors, LLC trimmed	Shares	-88	-$6.2K	$403.0K
25	Orgel Wealth Management, LLC added	Shares	+40	-$6.7K	$956.7K
26	Sound Income Strategies, LLC exited	Shares	-534	-$17.3K	$0
27	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-669	-$24.4K	$319.3K
28	WETZEL INVESTMENT ADVISORS, INC. trimmed	Shares	-676	-$26.7K	$569.4K
29	Wealth Enhancement Trust Services, Inc. trimmed	Shares	-1.6K	-$52.8K	$134.6K
30	ETF Portfolio Partners, Inc. added	Shares	+45	-$80.2K	$9.7M
31	Columbus Macro, LLC trimmed	Shares	-1.6K	-$161.3K	$12.9M
32	PFG Advisors exited	Shares	-6.7K	-$217.9K	$0
33	NorthCrest Asset Manangement, LLC trimmed	Shares	-7.9K	-$256.8K	$640.7K
34	Merit Financial Group, LLC exited	Shares	-7.9K	-$257.1K	$0
35	CoreCap Advisors, LLC trimmed	Shares	-8.8K	-$285.7K	$56.2K
36	Paller Financial Services Inc trimmed	Shares	-12.1K	-$429.9K	$4.4M
37	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors exited	Shares	-19.2K	-$622.1K	$0
38	Central Pacific Bank - Trust Division exited	Shares	-51.0K	-$1.7M	$0
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-110.4K	-$3.1M	$46.0M