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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
HARBOUR INVESTMENTS, INC.2,015$170K<0.01%+2213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,002$169K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,932$163K<0.01%+24913F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,785$151K0.02%+8313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,652$140K0.01%-16313F-HRTimelineGroup
Acropolis Investment Management, LLC1,440$122K<0.01%013F-HR/ATimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,383$117K<0.01%-71213F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP1,354$115K0.04%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,265$107K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,161$98.3K<0.01%+6213F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,158$98K0.01%+60013F-HRTimelineGroup
GGM Financial LLC1,114$94.2K0.04%new13F-HRTimeline
Armor Investment Advisors, LLC991$83.8K0.03%013F-HRTimeline
CDKV HOLDINGS LLC900$76.1K0.06%-58513F-HRTimeline
JFS WEALTH ADVISORS, LLC883$74.7K<0.01%-1613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS881$74.4K0.01%new13F-HRTimeline
Rossby Financial, LCC835$70.6K0.01%+3713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…827$70K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management782$66K0.01%013F-HRTimeline
Founders Financial Alliance, LLC676$57.2K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.589$49.8K0.03%+17013F-HRTimeline
Continuum Advisory, LLC493$41.7K<0.01%new13F-HRTimeline
SHP Wealth Management478$40.4K<0.01%013F-HRTimeline
Highland Investment Advisors LLC450$38K0.02%13F-HRTimeline
BIRCHBROOK, INC.416$35.2K0.02%+513F-HRTimeline
Medallion Wealth Advisors, LLC565$33.5K0.01%-5713F-HRTimeline
Atomic Invest LLC356$29.9K<0.01%-4113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…331$28K<0.01%-913F-HRTimelineGroup
Oakmont Advisory Group, LLC289$24.4K0.02%new13F-HRTimeline
Dunhill Financial, LLC284$24K<0.01%-54713F-HRTimeline
Parallel Advisors, LLC264$22.3K<0.01%+25313F-HRTimeline
EFG International AGin group EFG International AG238$20.1K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/209$17.6K<0.01%-47013F-HRTimelineGroup
CVA Family Office, LLC197$16.7K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC178$15.1K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC175$14.8K<0.01%013F-HRTimeline
IFG Advisory, LLC172$14.6K<0.01%new13F-HRTimeline
First Bancorp, Inc /ME/168$14.2K0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC168$14.2K<0.01%new13F-HRTimeline
Noble Wealth Management PBC166$14K0.01%013F-HRTimeline
Global Retirement Partners, LLC159$13.5K<0.01%13F-HRTimeline
Timbuktu Capital Management, LLC131$11.1K0.02%13F-HRTimeline
Buck Wealth Strategies, LLC131$11K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC130$11K<0.01%013F-HRTimeline
WealthShield Partners, LLC119$10.1K<0.01%+413F-HRTimeline
MATHER GROUP, LLC.117$9.9K<0.01%+1713F-HRTimeline
Kilter Group LLC112$9.48K<0.01%+113F-HRTimeline
BFSG, LLC88$7.45K<0.01%013F-HRTimeline
Sankala Group LLC70$6.05K<0.01%-1413F-HRTimeline
IFP Advisors, Inc69$5.84K<0.01%+4913F-HRTimeline
Morton Brown Family Wealth, LLC60$5.08K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC58$4.91K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…51$4.32K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV50$4.23K<0.01%+2813F-HRTimeline
Federation des caisses Desjardins du Qu…35$2.96K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16$1.34K<0.01%013F-HRTimeline
Anchor Bay Capital, Inc.15$1.3K<0.01%13F-HRTimeline
Key Capital Management, INC15$1.27K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$420<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$29<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.