57 institutions reported holding $114.4M of DBX ETF TR (SHYL) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($25.8M), LPL Financial LLC ($24.7M), AMERIPRISE FINANCIAL INC ($9.5M), Concurrent Investment Advisors, LLC ($8.7M), Seros Financial, LLC ($4.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $25.8M | 581,211 | Added |
| 2 | LPL Financial LLC | $24.7M | 555,829 | Added |
| 3 | AMERIPRISE FINANCIAL INC | $9.5M | 213,356 | Trimmed |
| 4 | Concurrent Investment Advisors, LLC | $8.7M | 195,993 | Added |
| 5 | Seros Financial, LLC | $4.6M | 102,845 | Added |
| 6 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $4.3M | 96,508 | Trimmed |
| 7 | Sanctuary Advisors, LLC | $3.7M | 82,399 | Trimmed |
| 8 | ABLE Financial Group, LLC | $3.4M | 75,534 | Added |
| 9 | Royal Bank of Canada | $3.0M | 68,210 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $2.5M | 57,041 | Added |
| 11 | Orion Porfolio Solutions, LLC | $2.4M | 54,211 | Trimmed |
| 12 | MORGAN STANLEY | $2.1M | 46,261 | Hold |
| 13 | Mutual Advisors, LLC | $2.0M | 45,625 | Trimmed |
| 14 | Atria Investments, Inc | $1.5M | 32,951 | Trimmed |
| 15 | Encompass More Asset Management | $1.5M | 32,874 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 31,735 | Added |
| 17 | Focus Financial Network, Inc. | $1.3M | 29,432 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 28,928 | Trimmed |
| 19 | Rialto Wealth Management, LLC | $981,197 | 22,104 | Trimmed |
| 20 | Trask Adam Roland | $976,580 | 22,000 | New |
| 21 | Janney Montgomery Scott LLC | $878,000 | 19,774 | Added |
| 22 | PFG Advisors | $765,561 | 17,246 | Trimmed |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $719,221 | 16,265 | Trimmed |
| 24 | JANE STREET GROUP, LLC | $691,552 | 15,579 | Added |
| 25 | Perigon Wealth Management, LLC | $656,426 | 14,788 | Added |
Source: SEC Form 13F filings · as of 2026-03-31