§ EQUITY
USDHDEF
XTRACKERS MSCI EAFE HIGH DIV
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Charles Schwab Investment Mgmt | 25.6M | 0.1% | −7% |
| Allworth Financial LP | 1.9M | 0.3% | +3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.5M | 0.1% | −15% |
| WCG Wealth Advisors LLC | 1.3M | 1.2% | −1% |
| Morgan Stanley IM | 1.3M | 0.0% | −48% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.0M | 0.0% | −44% |
◇ AC INTELLIGENCE
Top institutional owners for HDEF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
PASSIVE / INDEX55.8% · 2 holders
OTHER34.0% · 119 holders
DEALER / BANK10.1% · 12 holders
QUALITY / COMPOUNDER0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HDEF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HDEF yet.