Institutional Holders (2026 Q2)
81 + 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. | 3.49% | 102,435 | $5.5M |
| 2 | Cooksen Wealth, LLC | 1.52% | 44,811 | $2.4M |
| 3 | Valor Advisors LLC | 1.39% | 34,740 | $1.7M |
| 4 | Berkeley, Inc | 0.52% | 30,630 | $1.7M |
| 5 | Consilium Wealth Advisory, LLC | 0.27% | 16,924 | $913K |
| 6 | Schorn Wealth LLC | 0.23% | 16,028 | $865K |
| 7 | Summit Asset Management, LLC | 0.18% | 26,188 | $1.4M |
| 8 | BigSur Wealth Management LLC | 0.11% | 8,545 | $461K |
| 9 | First United Bank & Trust | 0.11% | 7,000 | $378K |
| 10 | Peregrine Asset Advisers, Inc. | 0.10% | 8,505 | $459K |
| 11 | Ifrah Financial Services, Inc. | 0.09% | 6,480 | $350K |
| 12 | Partners Capital Investment Group, LLP | 0.08% | 44,415 | $2.4M |
| 13 | Oppenheimer Asset Management INC. | 0.05% | 94,307 | $5.1M |
| 14 | Sierra Capital LLC | 0.05% | 9,901 | $534K |
| 15 | Harbor Asset Planning, Inc. | 0.03% | 764 | $41K |
| 16 | Cypress Wealth Services, LLC | 0.03% | 4,653 | $251K |
| 17 | World Investment Advisors | 0.02% | 26,297 | $1.3M |
| 18 | Hilltop National Bank | 0.02% | 1,640 | $88K |
| 19 | Robertson Stephens Wealth Management, LLC | 0.01% | 10,655 | $575K |
| 20 | Kingswood Wealth Advisors, LLC | 0.01% | 6,100 | $329K |
| 21 | Morgan Stanley | 0.01% | 4,273,477 | $230.6M |
| 22 | Banco Santander, S.A. | 0.01% | 35,554 | $1.9M |
| 23 | Colonial Trust Co / SC | 0.01% | 1,227 | $66K |
| 24 | Activest Wealth Management | 0.01% | 787 | $42K |
| 25 | PNC Financial Services Group, INC. | 0.01% | 288,653 | $15.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|