Institutional Holders (2026 Q1)
83 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DBEU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Flagship Capital Management Inc. | 3.66% | 102,335 | $5.0M |
| 2 | Cooksen Wealth, LLC | 1.60% | 45,307 | $2.2M |
| 3 | Berkeley, Inc | 0.51% | 30,955 | $1.5M |
| 4 | Consilium Wealth Advisory, LLC | 0.28% | 16,924 | $825K |
| 5 | Fiduciary Planning LLC | 0.26% | 17,919 | $873K |
| 6 | Summit Asset Management, LLC | 0.18% | 27,107 | $1.3M |
| 7 | BigSur Wealth Management LLC | 0.12% | 8,545 | $416K |
| 8 | Peregrine Asset Advisers, Inc. | 0.11% | 8,505 | $414K |
| 9 | First United Bank & Trust | 0.11% | 7,000 | $341K |
| 10 | Partners Capital Investment Group, LLP | 0.09% | 49,649 | $2.4M |
| 11 | Ifrah Financial Services, Inc. | 0.08% | 6,492 | $316K |
| 12 | HT Partners LLC | 0.06% | 4,166 | $203K |
| 13 | Oppenheimer Asset Management INC. | 0.05% | 92,713 | $4.5M |
| 14 | Harbor Asset Planning, Inc. | 0.03% | 764 | $37K |
| 15 | Cypress Wealth Services, LLC | 0.03% | 4,541 | $221K |
| 16 | World Investment Advisors | 0.02% | 26,297 | $1.3M |
| 17 | Hilltop National Bank | 0.02% | 1,640 | $80K |
| 18 | Activest Wealth Management | 0.02% | 2,109 | $103K |
| 19 | Banco Santander, S.A. | 0.02% | 39,450 | $1.9M |
| 20 | Robertson Stephens Wealth Management, LLC | 0.01% | 10,655 | $519K |
| 21 | Morgan Stanley | 0.01% | 4,004,882 | $195.1M |
| 22 | Kingswood Wealth Advisors, LLC | 0.01% | 4,850 | $236K |
| 23 | PNC Financial Services Group, INC. | 0.01% | 307,769 | $15.0M |
| 24 | Colonial Trust Co / SC | 0.01% | 1,227 | $60K |
| 25 | Private Trust Co NA | 0.01% | 1,717 | $84K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|