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Institutional Ownership · SEC Form 13F

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.

390
Institutional holders
18,151,558
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added3,110,165$481M16.7%2026-Q1
MORGAN STANLEY trimmed2,167,947$344M11.9%2026-Q1
BANK OF AMERICA CORP /DE/ added1,436,453$228M7.9%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added702,665$109M3.8%2026-Q1
LPL Financial LLC added589,058$93M3.2%2026-Q1
ASSETMARK, INC added507,304$80M2.8%2026-Q1
FMR LLC added476,286$76M2.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed455,418$72M2.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added454,012$72M2.5%2026-Q1
WELLS FARGO & COMPANY/MN added394,714$63M2.2%2026-Q1
MEITAV INVESTMENT HOUSE LTD added369,091$59M2.0%2026-Q1
UBS Group AG added348,389$55M1.9%2026-Q1
Evercore Wealth Management, LLC added307,624$49M1.7%2026-Q1
Robinhood Asset Management, LLC added268,486$43M1.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed248,025$39M1.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed238,158$38M1.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added202,775$32M1.1%2026-Q1
Rice Partnership, LLC added192,665$31M1.1%2026-Q1
Allianz Asset Management GmbH added173,700$28M1.0%2026-Q1
POTOMAC FUND MANAGEMENT INC /ADV trimmed158,936$25M0.9%2026-Q1
ROYAL BANK OF CANADA added158,195$25M0.9%2026-Q1
Foundations Investment Advisors, LLC added156,067$25M0.9%2026-Q1
GFS Advisors, LLC added265,940$22M0.8%2026-Q1
Rockefeller Capital Management L.P. added138,494$22M0.8%2026-Q1
Harel Insurance Investments & Financial Services Ltd. added137,735$22M0.8%2026-Q1
Ayalon Insurance Comp Ltd. added122,747$19M0.7%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP118,546$19M0.7%2026-Q1
AlTi Global, Inc. added113,150$18M0.6%2026-Q1
Vestmark Advisory Solutions, Inc. added111,371$18M0.6%2026-Q1
Bank of New York Mellon Corp added105,954$17M0.6%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added102,733$16M0.6%2026-Q1
Wealth Enhancement Trust Services, Inc. trimmed100,124$16M0.6%2026-Q1
Beacon Harbor Wealth Advisors, Inc. added92,318$15M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added92,201$15M0.5%2026-Q1
TRUIST FINANCIAL CORP added90,421$14M0.5%2026-Q1
JBGlobal.com LLC trimmed77,126$12M0.4%2026-Q1
Almanack Investment Partners, LLC. trimmed76,986$12M0.4%2026-Q1
Hamilton Capital, LLC trimmed73,653$12M0.4%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC added70,286$11M0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed70,005$11M0.4%2026-Q1
BEARING POINT CAPITAL, LLC added65,630$10M0.4%2026-Q1
BANK OF NOVA SCOTIA added65,605$10M0.4%2026-Q1
Evernest Financial Advisors, LLC added63,266$10M0.4%2026-Q1
BlackRock, Inc. added63,785$10M0.4%2026-Q1
Ocean Park Asset Management, LLC63,736$10M0.4%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. added59,946$10M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added59,432$9M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added58,752$9M0.3%2026-Q1
Madrid Financial Services new56,335$9M0.3%2026-Q1
Anfield Capital Management, LLC added55,878$9M0.3%2026-Q1
NEW VERNON CAPITAL HOLDINGS II LLC46,560$7M0.3%2026-Q1
Sharper & Granite LLC trimmed46,508$7M0.3%2026-Q1
CITIGROUP INC added45,532$7M0.3%2026-Q1
Gladstone Institutional Advisory LLC added45,370$7M0.3%2026-Q1
Berkeley, Inc added44,852$7M0.2%2026-Q1
Cetera Investment Advisers added43,255$7M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed41,899$7M0.2%2026-Q1
Avid Wealth Partners LLC added40,153$6M0.2%2026-Q1
DEUTSCHE BANK AG\ trimmed38,187$6M0.2%2026-Q1
Nvest Wealth Strategies, Inc. added37,562$6M0.2%2026-Q1
BLAIR WILLIAM & CO/IL added36,879$6M0.2%2026-Q1
Grey Ledge Advisors, LLC added36,424$6M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed35,854$6M0.2%2026-Q1
Curi Capital, LLC added35,593$6M0.2%2026-Q1
MMBG INVESTMENT ADVISORS CO.35,417$6M0.2%2026-Q1
Redhawk Wealth Advisors, Inc. added34,891$6M0.2%2026-Q1
GLENMEDE TRUST CO NA trimmed34,787$6M0.2%2026-Q1
FLOW TRADERS U.S. LLC added33,160$5M0.2%2026-Q1
Sequoia Financial Advisors, LLC trimmed32,403$5M0.2%2026-Q1
INTEGRITY ALLIANCE, LLC. trimmed32,228$5M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed30,623$5M0.2%2026-Q1
Summit Financial, LLC added29,641$5M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added30,366$5M0.2%2026-Q1
Baird Financial Group, Inc. added28,658$5M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed27,861$4M0.2%2026-Q1
PARSONS CAPITAL MANAGEMENT INC/RI added26,817$4M0.1%2026-Q1
SHARPEPOINT LLC new25,377$4M0.1%2026-Q1
Federation des caisses Desjardins du Quebec added24,797$4M0.1%2026-Q1
HighTower Advisors, LLC added24,659$4M0.1%2026-Q1
NorthRock Partners, LLC added24,576$4M0.1%2026-Q1
Corient Private Wealth LLC trimmed24,366$4M0.1%2026-Q1
Permanens Capital L.P. trimmed23,914$4M0.1%2026-Q1
Focus Partners Wealth trimmed23,018$4M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added22,831$4M0.1%2026-Q1
WESCAP Management Group, Inc. trimmed21,628$3M0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP21,400$3M0.1%2026-Q1
Integrated Wealth Concepts LLC added21,150$3M0.1%2026-Q1
Janney Montgomery Scott LLC added21,039$3M0.1%2026-Q1
Liberty Mutual Group Asset Management Inc.941,000$136M4.7%2025-Q4 stale
RiverFront Investment Group, LLC added144,900$19M0.6%2025-Q3 stale
First International Bank & Trust trimmed142,667$18M0.6%2025-Q3 stale
Mirae Asset Global Investments Co., Ltd. added80,300$12M0.4%2025-Q4 stale
Quadrature Capital Ltd added56,373$8M0.3%2025-Q4 stale
CONDOR CAPITAL MANAGEMENT trimmed69,955$8M0.3%2025-Q2 stale
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD55,500$6M0.2%2025-Q2 stale
NewEdge Advisors, LLC added43,087$6M0.2%2025-Q4 stale
Glenmede Investment Management, LP trimmed38,550$5M0.2%2025-Q3 stale
Insight Advisors, LLC/ PA added34,307$4M0.2%2025-Q3 stale
HOWARD BAILEY SECURITIES, LLC added31,099$4M0.1%2025-Q2 stale
Bleakley Financial Group, LLC added23,224$3M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership