Who owns DXJ (DXJ)
Which tracked institutional funds hold DXJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DXJ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
116 tracked funds added or opened DXJ while 47 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DXJ’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes DXJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DXJ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 390 tracked filers holding DXJ, 194 increased or opened the position and 144 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DXJ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- Madrid Financial Services$9M
- FLOW TRADERS U.S. LLC$5M
- SHARPEPOINT LLC$4M
- NorthRock Partners, LLC$4M
- FIFTH THIRD BANCORP$2M
- MOULTON WEALTH MANAGEMENT, INC$2M
Full exits 17
- Liberty Mutual Group Asset Management Inc.$136M
- Mirae Asset Global Investments Co., Ltd.$12M
- Quadrature Capital Ltd$8M
- NewEdge Advisors, LLC$6M
- Bleakley Financial Group, LLC$3M
- HRT FINANCIAL LP$2M
Largest adds
- SCHRODER INVESTMENT MANAGEMENT GROUP$91M
- ASSETMARK, INC$79M
- JPMORGAN CHASE & CO$45M
- BANK OF AMERICA CORP /DE/$41M
- MEITAV INVESTMENT HOUSE LTD$34M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$32M
Largest trims
- BANK OF MONTREAL /CAN/$81M
- Permanens Capital L.P.$38M
- New England Private Wealth Advisors LLC$31M
- Equitable Holdings, Inc.$3M
- OSAIC HOLDINGS, INC.$3M
- AMERIPRISE FINANCIAL INC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 3,110,165 | $481M | 16.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,167,947 | $344M | 11.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,436,453 | $228M | 7.9% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 702,665 | $109M | 3.8% | 2026-Q1 |
| LPL Financial LLC added | 589,058 | $93M | 3.2% | 2026-Q1 |
| ASSETMARK, INC added | 507,304 | $80M | 2.8% | 2026-Q1 |
| FMR LLC added | 476,286 | $76M | 2.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 455,418 | $72M | 2.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 454,012 | $72M | 2.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 394,714 | $63M | 2.2% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD added | 369,091 | $59M | 2.0% | 2026-Q1 |
| UBS Group AG added | 348,389 | $55M | 1.9% | 2026-Q1 |
| Evercore Wealth Management, LLC added | 307,624 | $49M | 1.7% | 2026-Q1 |
| Robinhood Asset Management, LLC added | 268,486 | $43M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 248,025 | $39M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 238,158 | $38M | 1.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 202,775 | $32M | 1.1% | 2026-Q1 |
| Rice Partnership, LLC added | 192,665 | $31M | 1.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 173,700 | $28M | 1.0% | 2026-Q1 |
| POTOMAC FUND MANAGEMENT INC /ADV trimmed | 158,936 | $25M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 158,195 | $25M | 0.9% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 156,067 | $25M | 0.9% | 2026-Q1 |
| GFS Advisors, LLC added | 265,940 | $22M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 138,494 | $22M | 0.8% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. added | 137,735 | $22M | 0.8% | 2026-Q1 |
| Ayalon Insurance Comp Ltd. added | 122,747 | $19M | 0.7% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 118,546 | $19M | 0.7% | 2026-Q1 |
| AlTi Global, Inc. added | 113,150 | $18M | 0.6% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 111,371 | $18M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 105,954 | $17M | 0.6% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 102,733 | $16M | 0.6% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. trimmed | 100,124 | $16M | 0.6% | 2026-Q1 |
| Beacon Harbor Wealth Advisors, Inc. added | 92,318 | $15M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 92,201 | $15M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 90,421 | $14M | 0.5% | 2026-Q1 |
| JBGlobal.com LLC trimmed | 77,126 | $12M | 0.4% | 2026-Q1 |
| Almanack Investment Partners, LLC. trimmed | 76,986 | $12M | 0.4% | 2026-Q1 |
| Hamilton Capital, LLC trimmed | 73,653 | $12M | 0.4% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 70,286 | $11M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 70,005 | $11M | 0.4% | 2026-Q1 |
| BEARING POINT CAPITAL, LLC added | 65,630 | $10M | 0.4% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 65,605 | $10M | 0.4% | 2026-Q1 |
| Evernest Financial Advisors, LLC added | 63,266 | $10M | 0.4% | 2026-Q1 |
| BlackRock, Inc. added | 63,785 | $10M | 0.4% | 2026-Q1 |
| Ocean Park Asset Management, LLC | 63,736 | $10M | 0.4% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 59,946 | $10M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 59,432 | $9M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 58,752 | $9M | 0.3% | 2026-Q1 |
| Madrid Financial Services new | 56,335 | $9M | 0.3% | 2026-Q1 |
| Anfield Capital Management, LLC added | 55,878 | $9M | 0.3% | 2026-Q1 |
| NEW VERNON CAPITAL HOLDINGS II LLC | 46,560 | $7M | 0.3% | 2026-Q1 |
| Sharper & Granite LLC trimmed | 46,508 | $7M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 45,532 | $7M | 0.3% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 45,370 | $7M | 0.3% | 2026-Q1 |
| Berkeley, Inc added | 44,852 | $7M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 43,255 | $7M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 41,899 | $7M | 0.2% | 2026-Q1 |
| Avid Wealth Partners LLC added | 40,153 | $6M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 38,187 | $6M | 0.2% | 2026-Q1 |
| Nvest Wealth Strategies, Inc. added | 37,562 | $6M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 36,879 | $6M | 0.2% | 2026-Q1 |
| Grey Ledge Advisors, LLC added | 36,424 | $6M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 35,854 | $6M | 0.2% | 2026-Q1 |
| Curi Capital, LLC added | 35,593 | $6M | 0.2% | 2026-Q1 |
| MMBG INVESTMENT ADVISORS CO. | 35,417 | $6M | 0.2% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 34,891 | $6M | 0.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 34,787 | $6M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 33,160 | $5M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 32,403 | $5M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 32,228 | $5M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 30,623 | $5M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 29,641 | $5M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 30,366 | $5M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 28,658 | $5M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 27,861 | $4M | 0.2% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 26,817 | $4M | 0.1% | 2026-Q1 |
| SHARPEPOINT LLC new | 25,377 | $4M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 24,797 | $4M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 24,659 | $4M | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 24,576 | $4M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 24,366 | $4M | 0.1% | 2026-Q1 |
| Permanens Capital L.P. trimmed | 23,914 | $4M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 23,018 | $4M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 22,831 | $4M | 0.1% | 2026-Q1 |
| WESCAP Management Group, Inc. trimmed | 21,628 | $3M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 21,400 | $3M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 21,150 | $3M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 21,039 | $3M | 0.1% | 2026-Q1 |
| Liberty Mutual Group Asset Management Inc. | 941,000 | $136M | 4.7% | 2025-Q4 stale |
| RiverFront Investment Group, LLC added | 144,900 | $19M | 0.6% | 2025-Q3 stale |
| First International Bank & Trust trimmed | 142,667 | $18M | 0.6% | 2025-Q3 stale |
| Mirae Asset Global Investments Co., Ltd. added | 80,300 | $12M | 0.4% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 56,373 | $8M | 0.3% | 2025-Q4 stale |
| CONDOR CAPITAL MANAGEMENT trimmed | 69,955 | $8M | 0.3% | 2025-Q2 stale |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 55,500 | $6M | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 43,087 | $6M | 0.2% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 38,550 | $5M | 0.2% | 2025-Q3 stale |
| Insight Advisors, LLC/ PA added | 34,307 | $4M | 0.2% | 2025-Q3 stale |
| HOWARD BAILEY SECURITIES, LLC added | 31,099 | $4M | 0.1% | 2025-Q2 stale |
| Bleakley Financial Group, LLC added | 23,224 | $3M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.