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DMXF ISHARES TR

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COM (fund)

225 managers (226 13F filers) reported a position in DMXF shares at 2025-06-30, 7,835,890 shares in all. 30 filers opened a position and 17 filers sold out during the quarter.

Managers
225
13F filers
226
New
30
Added
64
Reduced
100
Sold out
17
Shares held by filers
7,835,890

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Tortoise Investment Management, LLC635$47.3K<0.01%+16513F-HRTimeline
Medallion Wealth Advisors, LLC622$46.2K0.02%013F-HRTimeline
Clarity Asset Management, Inc.515$38.3K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP491$36.6K<0.01%-60613F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP516$34.8K0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…402$29.9K<0.01%-5013F-HRTimelineGroup
Dunhill Financial, LLC255$19K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.254$18.9K0.02%13F-HRTimeline
BIRCHBROOK, INC.247$18.4K0.01%-1113F-HRTimeline
WealthTrak Capital Management LLC244$18.2K0.02%-513F-HRTimeline
CVA Family Office, LLC197$14.7K<0.01%013F-HRTimeline
Transce3nd, LLC194$14.4K0.01%-813F-HRTimeline
WealthShield Partners, LLC155$11.5K<0.01%-113F-HRTimeline
Kilter Group LLC138$10.3K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC130$9.68K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.106$7.81K<0.01%-4913F-HRTimeline
BFSG, LLC88$6.55K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…65$4.84K<0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC60$4.47K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…35$2.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC30$2.23K<0.01%+513F-HRTimeline
WOLFF WIESE MAGANA LLC29$2.16K<0.01%new13F-HRTimeline
IFP Advisors, Inc20$1.49K<0.01%-99813F-HRTimeline
Parallel Advisors, LLC11$819<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.