Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
118 tracked funds added or opened DXJ while 41 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 400 tracked filers holding DXJ, 205 increased or opened the position and 155 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 2026-Q1 and 2026-Q2 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 20
- Mirae Asset Global Investments Co., Ltd.$56M
- JANE STREET GROUP, LLC$14M
- GUARDIAN POINT CAPITAL, LP$9M
- NewEdge Advisors, LLC$8M
- Arete Wealth Advisors, LLC$2M
- COMPASS FINANCIAL MANAGEMENT LLC$2M
Full exits 23
- Harel Insurance Investments & Financial Services Ltd.$22M
- Ayalon Insurance Comp Ltd.$19M
- Beacon Harbor Wealth Advisors, Inc.$15M
- Anfield Capital Management, LLC$9M
- MMBG INVESTMENT ADVISORS CO.$6M
- Redhawk Wealth Advisors, Inc.$6M
Largest adds
- BANK OF MONTREAL /CAN/$104M
- GOLDMAN SACHS GROUP INC$45M
- JPMORGAN CHASE & CO$44M
- MORGAN STANLEY$42M
- BANK OF AMERICA CORP /DE/$34M
- MEITAV INVESTMENT HOUSE LTD$18M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$32M
- GFS Advisors, LLC$22M
- SCHRODER INVESTMENT MANAGEMENT GROUP$15M
- BANK OF NOVA SCOTIA$4M
- ASSETMARK, INC$3M
- Focus Partners Wealth$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 3,022,594 | $524M | 17.0% | 2026-Q2 |
| MORGAN STANLEY added | 2,221,092 | $385M | 12.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,508,764 | $262M | 8.5% | 2026-Q2 |
| LPL Financial LLC added | 634,359 | $110M | 3.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 601,307 | $104M | 3.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 537,486 | $93M | 3.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 483,484 | $84M | 2.7% | 2026-Q2 |
| FMR LLC added | 478,042 | $83M | 2.7% | 2026-Q2 |
| ASSETMARK, INC trimmed | 447,642 | $78M | 2.5% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 442,091 | $77M | 2.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 436,644 | $76M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 418,596 | $73M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 413,663 | $72M | 2.3% | 2026-Q2 |
| UBS Group AG added | 373,164 | $65M | 2.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 324,400 | $56M | 1.8% | 2026-Q2 |
| Robinhood Asset Management, LLC added | 317,194 | $55M | 1.8% | 2026-Q2 |
| Evercore Wealth Management, LLC added | 310,765 | $54M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 268,697 | $47M | 1.5% | 2026-Q2 |
| Rice Partnership, LLC added | 196,780 | $34M | 1.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 173,700 | $28M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 167,404 | $29M | 0.9% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 159,700 | $28M | 0.9% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 158,779 | $28M | 0.9% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 144,188 | $25M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 141,544 | $25M | 0.8% | 2026-Q2 |
| Permanens Capital L.P. added | 125,863 | $22M | 0.7% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 118,136 | $20M | 0.7% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. added | 117,618 | $17M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 117,390 | $20M | 0.7% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 116,105 | $20M | 0.7% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 112,650 | $20M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 110,309 | $19M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 99,165 | $17M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 92,228 | $16M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 84,019 | $15M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 77,817 | $14M | 0.4% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 76,074 | $13M | 0.4% | 2026-Q2 |
| Hamilton Capital, LLC added | 74,928 | $13M | 0.4% | 2026-Q2 |
| Ocean Park Asset Management, LLC added | 74,703 | $13M | 0.4% | 2026-Q2 |
| JBGlobal.com LLC trimmed | 74,610 | $13M | 0.4% | 2026-Q2 |
| Almanack Investment Partners, LLC. trimmed | 69,389 | $12M | 0.4% | 2026-Q2 |
| BEARING POINT CAPITAL, LLC added | 66,925 | $12M | 0.4% | 2026-Q2 |
| Evernest Financial Advisors, LLC added | 65,507 | $11M | 0.4% | 2026-Q2 |
| BlackRock, Inc. | 63,785 | $11M | 0.4% | 2026-Q2 |
| Madrid Financial Services added | 61,163 | $11M | 0.3% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 60,935 | $11M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 57,831 | $10M | 0.3% | 2026-Q2 |
| New Vernon Capital Holdings II LLC added | 57,605 | $10M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 56,209 | $10M | 0.3% | 2026-Q2 |
| GUARDIAN POINT CAPITAL, LP new | 50,000 | $9M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 47,812 | $8M | 0.3% | 2026-Q2 |
| Berkeley, Inc added | 45,188 | $8M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 44,700 | $8M | 0.3% | 2026-Q2 |
| Sharper & Granite LLC trimmed | 44,588 | $8M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 42,770 | $7M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 41,207 | $7M | 0.2% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 38,553 | $7M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 38,187 | $7M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 37,720 | $7M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 36,053 | $6M | 0.2% | 2026-Q2 |
| Grey Ledge Advisors, LLC trimmed | 35,568 | $6M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 34,682 | $6M | 0.2% | 2026-Q2 |
| Warner Group LLC added | 34,195 | $6M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 34,145 | $6M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 33,692 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 33,068 | $6M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 32,528 | $6M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 32,213 | $6M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 32,074 | $6M | 0.2% | 2026-Q2 |
| Curi Capital, LLC trimmed | 31,627 | $5M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 31,049 | $5M | 0.2% | 2026-Q2 |
| Avid Wealth Partners LLC trimmed | 30,939 | $5M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 28,859 | $5M | 0.2% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 27,511 | $5M | 0.2% | 2026-Q2 |
| SHARPEPOINT LLC added | 27,410 | $5M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 27,142 | $5M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 25,800 | $4M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 24,588 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 24,235 | $4M | 0.1% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 21,691 | $4M | 0.1% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 21,629 | $4M | 0.1% | 2026-Q2 |
| E&G Advisors, LLC added | 20,810 | $4M | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. added | 19,946 | $3M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 19,881 | $3M | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 19,567 | $3M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 19,360 | $3M | 0.1% | 2026-Q2 |
| Karnit Road Accident Victims Compensation Fund | 19,156 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 18,610 | $3M | 0.1% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 17,663 | $3M | 0.1% | 2026-Q2 |
| Copia Wealth Management added | 17,623 | $3M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 16,782 | $3M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 15,226 | $3M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 14,945 | $3M | 0.1% | 2026-Q2 |
| MOULTON WEALTH MANAGEMENT, INC added | 14,622 | $3M | 0.1% | 2026-Q2 |
| Rathbones Group PLC added | 14,598 | $3M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 14,463 | $3M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 14,343 | $2M | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 14,016 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 13,524 | $2M | 0.1% | 2026-Q2 |
| FIDELIS CAPITAL PARTNERS, LLC added | 13,361 | $2M | 0.1% | 2026-Q2 |
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.