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Disclosery

DMXF ISHARES TR

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COM (fund)

260 managers (264 13F filers) reported a position in DMXF shares at 2026-06-30, 11,504,174 shares in all. 33 filers opened a position and 17 filers sold out during the quarter.

Managers
260
13F filers
264
New
33
Added
123
Reduced
60
Sold out
17
Shares held by filers
11,504,174

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Northwest & Ethical Investments L.P.3,409,570$288M6.72%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,331,514$113M+12,541Timeline
IMA Advisory Services, Inc.822,257$69.5M4.35%+85,62213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.774,640$65.5M<0.01%-66,34113F-HRTimelineGroup
LPL Financial LLC416,766$35.3M0.01%+57,30313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO389,776$33M0.03%+15,79813F-HRTimelineGroup
SBE LLC DBA CEDAR COVE WEALTH PARTNERS245,699$20.8M9.77%+8,36613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO211,765$17.8M<0.01%+1,08113F-HRTimelineGroup
Allworth Financial LP179,916$15.2M0.06%+1,87513F-HRTimeline
RWA WEALTH PARTNERS, LLC152,267$12.9M0.12%+3,07013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…125,355$10.6M0.01%-16,52213F-HRTimelineGroup
Cetera Investment Advisers113,050$9.56M0.01%+1,95313F-HRTimeline
BAILARD, INC.108,027$9.14M0.19%+3,84813F-HRTimeline
Values Added Financial LLC107,954$9.13M3.3%+1,43013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC104,605$8.85M0.06%-2,72013F-HRTimelineGroup
Accredited Investors Inc.101,689$8.6M0.37%+17,06013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…75,425$6.37M0.01%+46,93113F-HRTimelineGroup
Apella Capital, LLC75,662$6.34M0.09%-6113F-HRTimeline
REGATTA CAPITAL GROUP, LLC70,362$5.95M0.8%+13,16913F-HRTimeline
MML INVESTORS SERVICES, LLC69,211$5.86M0.01%+13,37713F-HRTimeline
HighTower Advisors, LLC68,588$5.8M0.01%+5,02513F-HRTimeline
Invera Wealth Advisors, LLC67,313$5.69M3.05%+82613F-HRTimeline
Balanced Rock Investment Advisors LLC62,987$5.33M3.32%+65613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,385$5.02M<0.01%+10,89213F-HRTimelineGroup
SeedSafe Financial LLC56,700$4.8M3.45%+6,04413F-HRTimeline
Modern Wealth Management, LLC54,843$4.64M0.06%+7,77613F-HRTimeline
UBS Group AGgroup of 2 filers holding54,654$4.62M-96Timeline
Walkner Condon Financial Advisors LLC48,437$4.1M0.47%-60213F-HRTimeline
TD Waterhouse Canada Inc.43,715$3.65M0.01%013F-HRTimeline
SOFI WEALTH, LLC43,134$3.65M0.15%+9,54413F-HRTimeline
Atlantic Private Wealth, LLC42,917$3.63M2.23%-1,27113F-HRTimeline
Equita Financial Network, Inc.42,427$3.59M1%+3,00713F-HRTimeline
FMR LLCin group FMR LLC42,393$3.59M<0.01%-93713F-HRTimelineGroup
Decker Retirement Planning Inc.39,438$3.34M1.14%+5,18113F-HRTimeline
Janney Montgomery Scott LLC39,278$3.32M0.01%+1,28013F-HRTimeline
ALBION FINANCIAL GROUP /UT38,662$3.27M0.19%+16813F-HRTimeline
FLOW TRADERS U.S. LLC38,309$3.24M0.13%new13F-HRTimeline
Beacon Pointe Advisors, LLC37,593$3.18M0.01%+7,29513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,677$3.02M<0.01%+6,13113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…35,593$3.01M0.07%+2,45513F-HRTimeline
Atwater Malick LLC34,843$2.95M0.64%+1,64013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp34,315$2.9M0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC32,125$2.72M0.99%-25413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30,952$2.62M<0.01%+1,55513F-HRTimelineGroup
NorthRock Partners, LLC30,831$2.61M0.04%+5913F-HRTimeline
One Wealth Advisors, LLC30,151$2.55M0.28%+74513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,117$2.55M<0.01%+10,00413F-HRTimelineGroup
Avise Financial Cooperative, Inc.28,211$2.39M1.69%+21,47913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC28,054$2.37M0.01%+1,91413F-HRTimelineGroup
Integrated Wealth Concepts LLC27,735$2.35M0.01%+2,36313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,965$2.28M<0.01%+3,08513F-HRTimelineGroup
Arjuna Capital24,261$2.05M0.46%-6,81713F-HRTimeline
OneDigital Investment Advisors LLC23,466$1.99M0.02%+3213F-HRTimeline
Cambridge Investment Research Advisors,…23,291$1.97M<0.01%+2,10113F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,995$1.95M<0.01%+87613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,622$1.91M<0.01%+64713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,170$1.88M<0.01%+94313F-HRTimeline
GeoWealth Management, LLC22,064$1.87M0.06%+3,82213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,045$1.87M<0.01%+18,04513F-HRTimelineGroup
EP Wealth Advisors, LLC21,859$1.85M0.01%new13F-HRTimeline
Archer Investment Management, LLC21,610$1.83M0.62%-1,91613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/20,670$1.75M0.28%013F-HRTimeline
Sanctuary Advisors, LLC20,201$1.71M0.01%+1,68413F-HRTimeline
WARNER FINANCIAL, INC20,031$1.69M0.5%+1,44813F-HRTimeline
Shotwell Rutter Baer Inc19,640$1.66M0.91%-2313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC19,083$1.61M0.16%new13F-HRTimeline
Creative Planningin group Creative Planning18,934$1.6M<0.01%+2,30613F-HRTimelineGroup
FIGURE 8 INVESTMENT STRATEGIES LLC18,840$1.59M1.35%+1,93013F-HRTimeline
First Pacific Financial18,821$1.59M0.19%-47113F-HRTimeline
Merit Financial Group, LLC18,214$1.54M0.01%+1,71813F-HR/ATimeline
Fairlight Advisors18,024$1.52M1.24%13F-HRTimeline
Plancorp, LLC18,058$1.51M0.04%-10513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,666$1.49M<0.01%-37,81113F-HRTimelineGroup
Revolve Wealth Partners, LLC17,654$1.49M0.16%-48313F-HRTimeline
Perigon Wealth Management, LLC16,963$1.44M0.02%+1,89113F-HRTimeline
Cornerstone Financial Management LLC16,897$1.43M1.15%+96013F-HR/ATimeline
Urban Financial Advisory Corp16,435$1.39M0.38%+5,82913F-HRTimeline
Farther Finance Advisors, LLC16,251$1.37M0.01%+2,23113F-HRTimeline
Horst & Graben Wealth Management LLC16,108$1.35M0.18%+32013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,477$1.31M<0.01%-59413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,382$1.3M0.01%+1,72013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,002$1.27M0.01%+21013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,664$1.24M<0.01%-47913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,332$1.21M0.01%-1,54013F-HRTimelineGroup
NewEdge Advisors, LLC14,206$1.2M<0.01%+3,71613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,941$1.18M<0.01%013F-HRTimelineGroup
Sharkey, Howes & Javer13,906$1.18M0.14%-70413F-HRTimeline
VERITY Wealth Advisors13,428$1.14M0.69%+9213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO13,390$1.13M0.09%-7713F-HRTimeline
Ally Invest Advisors Inc.13,373$1.13M0.07%+86313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC13,209$1.12M<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.13,026$1.1M0.04%+18913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,993$1.1M<0.01%+13213F-HRTimelineGroup
Orion Porfolio Solutions, LLC12,946$1.1M0.01%+1,29813F-HRTimeline
Steward Partners Investment Advisory, L…12,650$1.07M0.01%+1,07513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding12,344$1.04M+529Timeline
DIVERSIFIED TRUST CO12,276$1.04M0.02%013F-HRTimeline
SigFig Wealth Management, LLC11,868$996K0.03%+8813F-HRTimeline
Davis Wealth Advisors, LLC11,334$959K0.74%+1,75213F-HRTimeline
Private Advisor Group, LLC10,952$927K<0.01%+4,56213F-HRTimeline
Magnus Financial Group LLC10,652$901K0.06%+12813F-HRTimeline
MGO ONE SEVEN LLC9,994$846K0.01%-5113F-HRTimeline
Vise Technologies, Inc.9,682$819K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,516$805K<0.01%+42913F-HRTimelineGroup
MAI Capital Management9,513$805K<0.01%+1,49413F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,155$775K0.01%013F-HRTimeline
JMG Financial Group, Ltd.9,044$765K0.02%-18513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,768$742K<0.01%-9,41513F-HRTimelineGroup
Skyline Advisors, Inc.8,631$730K0.23%-1,26113F-HRTimeline
Clearstead Advisors, LLC8,135$688K0.01%-66,37913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,136$688K<0.01%new13F-HRTimeline
Connecticut Wealth Management, LLC7,909$669K0.02%+3,14813F-HRTimeline
Klaas Financial Asset Advisors, LLC7,758$656K0.08%-6613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…7,715$653K0.1%-51713F-HRTimeline
MA Private Wealth7,651$647K0.1%-34613F-HRTimeline
Savant Capital, LLC7,641$647K<0.01%+67613F-HRTimeline
Stewardship Advisors, LLC7,163$606K0.13%+5013F-HRTimeline
RFG Advisory, LLC7,144$604K0.01%-50413F-HRTimeline
Golden State Wealth Management, LLC6,801$575K0.05%+78413F-HRTimeline
Pathway Financial Advisors LLC6,587$554K0.06%+65313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,622$550K+3,881Timeline
Ariadne Wealth Management, LP6,172$522K0.23%+1313F-HRTimeline
Aptus Capital Advisors, LLC6,077$514K<0.01%+2613F-HRTimeline
Haverford Trust Co6,054$512K<0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,919$501K0.01%+15213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,866$496K0.01%+32113F-HRTimelineGroup
Central Pacific Bank - Trust Division5,853$495K0.05%013F-HRTimeline
WEALTH ALLIANCE, LLC5,785$489K0.04%-11413F-HRTimeline
World Investment Advisors6,390$485K0.01%013F-HRTimeline
OpenArc Corporate Advisory, LLC5,574$472K0.01%+19513F-HRTimeline
Regal Investment Advisors LLC5,469$463K0.02%+5813F-HRTimeline
Betterment LLC4,973$421K<0.01%-1,66213F-HRTimeline
Carnegie Investment Counsel4,867$412K0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,715$399K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.4,610$390K0.01%+74413F-HRTimeline
Main Street Financial Solutions, LLC4,464$378K0.02%+7613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,293$363K0.1%+36313F-HRTimeline
National Wealth Management Group, LLC4,283$362K0.11%-7613F-HRTimeline
Keystone Financial Services4,255$360K0.09%+40813F-HRTimeline
CoreCap Advisors, LLC4,238$359K0.01%+11413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,216$357K0.01%+71913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,214$357K<0.01%-4813F-HRTimelineGroup
Optas, LLC4,119$349K0.05%-3,97513F-HRTimeline
Hoxton Planning & Management, LLC4,107$347K0.09%+71913F-HRTimeline
Composition Wealth, LLC4,078$345K<0.01%-2713F-HRTimeline
ZENITH SOLUTIONS, INC.4,070$344K0.31%13F-HRTimeline
KWB Wealth4,003$339K0.03%new13F-HRTimeline
Navigation Group, LLC3,977$336K0.07%+14513F-HRTimeline
&PARTNERS3,912$331K<0.01%+37213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,904$330K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,876$328K<0.01%+84813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC3,798$321K0.01%-17213F-HRTimeline
Portfolio Design Labs, LLC3,766$319K0.05%013F-HRTimeline
WEALTHGARDEN F.S. LLC3,736$316K0.18%-11113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,700$313K<0.01%-40013F-HRTimelineGroup
LifePlan Investment Advisors, Inc.3,667$310K0.11%-20913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,635$308K<0.01%013F-HRTimeline
Human Investing LLC3,606$305K0.04%-113F-HR/ATimeline
Sage Financial Management Group, Inc.3,508$297K0.08%-1,06613F-HRTimeline
Lifelong Wealth Advisors, Inc.3,480$294K0.07%new13F-HRTimeline
Pine Harbor Wealth Management, LLC3,460$293K0.08%013F-HRTimeline
SOA Wealth Advisors, LLC.3,434$290K0.05%+513F-HRTimeline
Ashton Thomas Private Wealth, LLC3,377$286K0.01%+2,43413F-HRTimeline
Gateway Wealth Partners, LLC3,335$282K0.02%-2,86013F-HRTimeline
RCS Financial Planning, LLC3,322$281K0.13%-7413F-HRTimeline
THEORY FINANCIAL LLC3,305$280K0.09%+30513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,280$277K0.05%013F-HRTimeline
PFG Investments, LLC3,247$275K0.01%-68613F-HRTimeline
West Wealth Group, LLC3,223$273K0.04%+21613F-HRTimeline
Arax Advisory Partners3,193$270K<0.01%+69113F-HRTimeline
Freedom Investment Management, Inc.3,132$265K0.07%+2713F-HRTimeline
Atria Investments, Inc3,072$260K<0.01%-69513F-HRTimeline
Mariner, LLCin group Mariner, LLC3,016$255K<0.01%-6,80713F-HRTimelineGroup
Valmark Advisers, Inc.2,991$253K<0.01%013F-HRTimeline
Quantinno Capital Management LP2,973$252K<0.01%013F-HRTimeline
RKL Wealth Management LLC2,867$243K0.02%+3413F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,859$242K0.01%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,859$242K0.01%new13F-HRTimelineGroup
Aufman Associates Inc2,840$240K0.1%+2113F-HRTimeline
Cornerstone Planning Group LLC2,873$240K0.03%+27113F-HRTimeline
Maia Wealth LLC2,767$234K0.03%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,729$231K0.06%new13F-HRTimeline
AIRE ADVISORS, LLC2,697$228K0.04%+513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,663$225K0.01%+51113F-HRTimelineGroup
Snowden Capital Advisors LLC2,632$223K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,655$221K<0.01%+51313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,600$220K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,599$220K<0.01%-2,64113F-HRTimelineGroup
Godfrey Financial Associates, Inc.2,573$218K0.17%+713F-HRTimeline
Sterling Investment Counsel, LLC2,552$216K0.05%new13F-HRTimeline
Biltmore Family Office, LLC2,500$212K0.03%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,485$210K0.05%new13F-HRTimeline
Pekin Hardy Strauss, Inc.2,438$206K0.02%new13F-HRTimeline
Keener Financial Planning LLC2,430$205K0.07%new13F-HRTimeline
Focus Financial Network, Inc.2,392$202K0.01%new13F-HRTimeline
MBE Wealth Management, LLC2,386$202K0.07%new13F-HRTimeline
Milestone Investment Advisors LLC2,330$197K0.04%-513F-HRTimeline
AE Wealth Management LLC2,321$196K<0.01%+88313F-HRTimeline
Rossmore Private Capital2,218$188K0.02%013F-HRTimeline
Gen-Wealth Partners Inc2,026$171K0.05%+38313F-HRTimeline