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HAUZ Institutional Ownership

Xtrackers International Real Estate ETF
1W: -2.7% 1M: -7.0% 3M: -8.6% YTD: -10.3% 1Y: -9.3% 3Y: +20.1% 5Y: -12.9%
$20.87
-0.11 (-0.52%)
 
Weekly Expected Move ±1.5%
$20 $21 $21 $21 $21
ETF AMEX · AUM $918.1M

Institutional Ownership — HAUZ

133
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
32
New Positions
28
Increased
41
Reduced
18
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (148 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CHARLES SCHWAB INVESTMENT MANAGEMENT I 39,083,213 $816M +1,467,027 +3.9% 9Q SEC ↗
2 Sixth Street Partners Management Compa NEW 39,083,213 $816M — +0.0% 1Q SEC ↗
3 Bleakley Financial Group, LLC 1,161,656 $24M +70,524 +6.5% 3Q SEC ↗
4 AIRE ADVISORS, LLC 342,156 $7M +28,047 +8.9% 14Q SEC ↗
5 Cetera Investment Advisers NEW 146,539 $3M — +0.0% 1Q SEC ↗
6 Clark Capital Management Group, Inc. NEW 125,224 $3M — +0.0% 1Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC NEW 89,614 $2M — +0.0% 1Q SEC ↗
8 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 84,543 $2M -3,800 -4.3% 15Q SEC ↗
9 SENTINEL TRUST CO LBA NEW 78,300 $2M — +0.0% 1Q SEC ↗
10 OSAIC HOLDINGS, INC. 74,545 $2M +1,729 +2.4% 26Q SEC ↗
11 LPL Financial LLC 65,214 $1M +26,523 +68.6% 5Q SEC ↗
12 AMERICAN FINANCIAL & TAX STRATEGIES IN 45,358 $947K +1,451 +3.3% 10Q SEC ↗
13 Orion Porfolio Solutions, LLC 41,298 $862K +4,400 +11.9% 2Q SEC ↗
14 JANE STREET GROUP, LLC 26,557 $554K -73,900 -73.6% 4Q SEC ↗
15 Cerity Partners LLC 24,396 $509K +13,327 +120.4% 2Q SEC ↗
16 HRT FINANCIAL LP NEW 24,197 $505K — +0.0% 1Q SEC ↗
17 Betterment LLC 23,858 $498K -16,391 -40.7% 3Q SEC ↗
18 AlphaCore Capital LLC 22,137 $462K +21,923 +10244.4% 6Q SEC ↗
19 Corient Private Wealth LP 20,604 $430K -116,236 -84.9% 6Q SEC ↗
20 Creative Planning 19,795 $413K +1,101 +5.9% 12Q SEC ↗
21 Quantinno Capital Management LP 17,930 $374K +6,124 +51.9% 3Q SEC ↗
22 Mariner, LLC NEW 16,444 $343K — +0.0% 1Q SEC ↗
23 Nuveen, LLC NEW 15,542 $324K — +0.0% 1Q SEC ↗
24 Brand Asset Management Group, Inc. 15,517 $324K -311 -2.0% 4Q SEC ↗
25 AQR CAPITAL MANAGEMENT LLC NEW 13,043 $272K — +0.0% 1Q SEC ↗
26 Focus Partners Wealth 12,853 $268K +2,427 +23.3% 3Q SEC ↗
27 Ellis Investment Partners, LLC 12,273 $256K +176 +1.5% 8Q SEC ↗
28 Virtu Financial LLC NEW 11,329 $236K — +0.0% 1Q SEC ↗
29 PARK AVENUE SECURITIES LLC NEW 11,304 $236K — +0.0% 1Q SEC ↗
30 Strategic Financial Planning, Inc. 11,177 $233K -9,095 -44.9% 11Q SEC ↗
31 PRINCIPAL SECURITIES, INC. NEW 10,843 $226K — +0.0% 1Q SEC ↗
32 Brooklyn Investment Group 10,181 $212K -10 -0.1% 2Q SEC ↗
33 MERCER GLOBAL ADVISORS INC /ADV 10,096 $211K -708 -6.6% 2Q SEC ↗
34 Ariadne Wealth Management, LP 10,000 $209K — +0.0% 9Q SEC ↗
35 Ancora Advisors LLC 10,000 $209K -40,818 -80.3% 3Q SEC ↗
36 FMR LLC 8,382 $175K +2,607 +45.1% 16Q SEC ↗
37 BlackRock, Inc. 4,817 $101K +168 +3.6% 4Q SEC ↗
38 MORGAN STANLEY 3,398 $71K +1,554 +84.3% 51Q SEC ↗
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 3,158 $66K +896 +39.6% 17Q SEC ↗
40 Farther Finance Advisors, LLC 1,201 $25K +732 +156.1% 14Q SEC ↗
41 Aptus Capital Advisors, LLC 1,200 $25K +289 +31.7% 7Q SEC ↗
42 ROYAL BANK OF CANADA 1,105 $23K +168 +17.9% 28Q SEC ↗
43 Allworth Financial LP 1,022 $21K +717 +235.1% 6Q SEC ↗
44 CoreCap Advisors, LLC 967 $20K -1,696 -63.7% 8Q SEC ↗
45 US BANCORP \DE 962 $20K -95 -9.0% 2Q SEC ↗
46 Parallel Advisors, LLC 812 $17K +503 +162.8% 8Q SEC ↗
47 Global Retirement Partners, LLC NEW 784 $16K — +0.0% 1Q SEC ↗
48 JONES FINANCIAL COMPANIES LLLP 780 $16K +692 +786.4% 5Q SEC ↗
49 CWM, LLC 756 $16K -244 -24.4% 3Q SEC ↗
50 Brooklyn FI, LLC NEW 738 $15K — +0.0% 1Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
CHARLES SCHWAB INVESTMENT MANAGEMEN +1,467,027 +3.9% 39,083,213
Bleakley Financial Group, LLC +70,524 +6.5% 1,161,656
AIRE ADVISORS, LLC +28,047 +8.9% 342,156
LPL Financial LLC +26,523 +68.6% 65,214
AlphaCore Capital LLC +21,923 +10244.4% 22,137
Cerity Partners LLC +13,327 +120.4% 24,396
Quantinno Capital Management LP +6,124 +51.9% 17,930
Orion Porfolio Solutions, LLC +4,400 +11.9% 41,298
FMR LLC +2,607 +45.1% 8,382
Focus Partners Wealth +2,427 +23.3% 12,853
OSAIC HOLDINGS, INC. +1,729 +2.4% 74,545
MORGAN STANLEY +1,554 +84.3% 3,398
AMERICAN FINANCIAL & TAX STRATEGIES +1,451 +3.3% 45,358
Creative Planning +1,101 +5.9% 19,795
NORTHWESTERN MUTUAL WEALTH MANAGEME +896 +39.6% 3,158
Farther Finance Advisors, LLC +732 +156.1% 1,201
Allworth Financial LP +717 +235.1% 1,022
JONES FINANCIAL COMPANIES LLLP +692 +786.4% 780
Parallel Advisors, LLC +503 +162.8% 812
Aptus Capital Advisors, LLC +289 +31.7% 1,200
Biggest Decreases (20)
HolderReducedChange %Total Shares
Corient Private Wealth LP -116,236 -84.9% 20,604
JANE STREET GROUP, LLC -73,900 -73.6% 26,557
Ancora Advisors LLC -40,818 -80.3% 10,000
Betterment LLC -16,391 -40.7% 23,858
Strategic Financial Planning, Inc. -9,095 -44.9% 11,177
FAIRVIEW CAPITAL INVESTMENT MANAGEM -3,800 -4.3% 84,543
CoreCap Advisors, LLC -1,696 -63.7% 967
MERCER GLOBAL ADVISORS INC /ADV -708 -6.6% 10,096
BANK OF MONTREAL /CAN -463 -76.4% 143
Brand Asset Management Group, Inc. -311 -2.0% 15,517
CWM, LLC -244 -24.4% 756
JPMORGAN CHASE & CO -183 -100.0% 0
ASSETMARK, INC -169 -75.8% 54
UBS Group AG -140 -25.7% 404
WELLS FARGO & COMPANY/MN -101 -12.9% 684
US BANCORP \DE -95 -9.0% 962
Capital Analysts, LLC -92 -73.6% 33
PNC Financial Services Group, Inc. -86 -66.7% 43
O'SHAUGHNESSY ASSET MANAGEMENT, LLC -37 -6.6% 524
Lodestone Wealth Management LLC -16 -6.0% 251

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms