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Disclosery

DMXF ISHARES TR

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COM (fund)

219 managers (222 13F filers) reported a position in DMXF shares at 2024-12-31, 9,593,304 shares in all. 20 filers opened a position and 21 filers sold out during the quarter.

Managers
219
13F filers
222
New
20
Added
135
Reduced
27
Sold out
21
Shares held by filers
9,593,304

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,011,939$195M+292,279Timeline
BlackRock, Inc.in group BlackRock, Inc.895,560$57.9M<0.01%+11,06913F-HRTimelineGroup
IMA Advisory Services, Inc.779,899$50.4M6.06%new13F-HRTimeline
LPL Financial LLC425,199$27.5M0.01%+206,87313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO293,900$19M<0.01%+75,06113F-HRTimelineGroup
SigFig Wealth Management, LLC233,325$15.1M0.55%+29,54313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO221,244$14.3M0.02%+37,20713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC209,870$13.6M0.14%+23,09613F-HRTimelineGroup
Allworth Financial LP196,388$13.1M0.07%+13,78313F-HRTimeline
Cetera Investment Advisers141,221$9.13M0.02%+17,89813F-HRTimeline
MML INVESTORS SERVICES, LLC126,145$8.15M0.03%+6,05913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…118,023$7.97M0.02%+30,82213F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC101,562$6.56M0.08%+1,81113F-HRTimeline
Invera Wealth Advisors, LLC70,097$4.71M4.66%-90413F-HRTimeline
Balanced Rock Investment Advisors LLC72,135$4.66M3.69%-27,58313F-HRTimeline
HighTower Advisors, LLC66,087$4.27M0.01%+10,25713F-HRTimeline
Financial Connections Group, Inc.65,776$4.25M2.04%+1,68113F-HRTimeline
UBS Group AGin group UBS Group AG60,503$3.91M<0.01%-57313F-HRTimelineGroup
Accredited Investors Inc.59,270$3.83M0.22%+5,52913F-HRTimeline
One Wealth Advisors, LLC57,780$3.73M0.55%+4,70713F-HRTimeline
Values Added Financial LLC55,875$3.61M2.09%+11,03013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,872$3.61M0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC54,102$3.5M0.01%+11,37613F-HRTimelineGroup
Atria Wealth Solutions, Inc.53,800$3.48M0.04%+3,94313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,536$3.4M<0.01%+4,69413F-HRTimelineGroup
FMR LLCin group FMR LLC51,808$3.35M<0.01%+26,75313F-HRTimelineGroup
TD Waterhouse Canada Inc.43,715$2.81M0.02%013F-HRTimeline
Klaas Financial Asset Advisors, LLC42,293$2.73M0.48%+61313F-HRTimeline
Atlantic Private Wealth, LLC41,963$2.71M2.04%+313F-HRTimeline
Janney Montgomery Scott LLC41,841$2.7M0.01%+5,33913F-HRTimeline
REGATTA CAPITAL GROUP, LLC41,639$2.69M0.52%+4,21313F-HRTimeline
Walkner Condon Financial Advisors LLC41,071$2.65M0.54%+31713F-HRTimeline
Cambridge Investment Research Advisors,…39,985$2.58M0.01%+3,81513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,430$2.55M0.02%+3,75713F-HRTimelineGroup
Equita Financial Network, Inc.37,167$2.4M0.87%+1,76013F-HRTimeline
Horst & Graben Wealth Management LLC35,387$2.29M0.41%+7,41713F-HRTimeline
OneDigital Investment Advisors LLC33,022$2.13M0.02%+3,92313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,680$2.11M<0.01%+4,07613F-HR/ATimelineGroup
Sanctuary Advisors, LLC31,099$2.11M0.01%-2,22713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,137$2.08M<0.01%+3,43413F-HRTimeline
Clarius Group, LLC31,523$2.04M0.14%+2,32813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,047$2.01M<0.01%+1,84413F-HRTimelineGroup
Westfuller Advisors, LLC30,845$1.99M1.27%+41413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,756$1.99M<0.01%new13F-HRTimelineGroup
Sharkey, Howes & Javer30,647$1.98M0.28%+5,20913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp30,595$1.98M0.01%+3,05013F-HRTimelineGroup
First Pacific Financial29,856$1.93M0.45%+15,19813F-HRTimeline
Integrated Wealth Concepts LLC29,738$1.92M0.02%-17,86313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,439$1.9M0.02%+3,72513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC28,565$1.85M0.01%+1,47713F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,506$1.84M0.02%+4,18713F-HRTimeline
DOHJ, LLC27,647$1.79M0.41%+1,95713F-HRTimeline
ALBION FINANCIAL GROUP /UT26,297$1.7M0.12%+8813F-HRTimeline
Parkside Advisors LLC24,703$1.6M0.38%-70113F-HRTimeline
Davis Wealth Advisors, LLC24,604$1.59M1.75%13F-HRTimeline
XY Planning Network, Inc.22,944$1.48M1.11%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,327$1.44M<0.01%+67013F-HRTimelineGroup
Perigon Wealth Management, LLC21,968$1.43M0.04%+9,61913F-HRTimeline
Investor's Fiduciary Advisor Network, L…22,121$1.43M0.55%13F-HRTimeline
Opes Wealth Management LLC22,095$1.43M0.29%+33513F-HRTimeline
Atwater Malick LLC22,039$1.42M0.48%013F-HRTimeline
Wade Financial Advisory, Inc20,425$1.32M0.45%-52513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/19,450$1.26M0.26%+1,35013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,733$1.21M<0.01%-11813F-HRTimelineGroup
Plancorp, LLC18,163$1.17M0.05%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,908$1.16M+4,354Timeline
MGO ONE SEVEN LLC17,880$1.16M0.04%+3,26913F-HRTimeline
Shotwell Rutter Baer Inc17,186$1.1M0.93%-4013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,554$1.07M<0.01%+92213F-HRTimelineGroup
Revolve Wealth Partners, LLC16,170$1.04M0.16%+1,64113F-HR/ATimeline
Austin Private Wealth, LLC16,034$1.04M0.1%+1,57313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,601$1.01M<0.01%+79513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,509$1M<0.01%+14,77013F-HRTimelineGroup
WEALTH ALLIANCE, LLC15,197$982K0.12%+2,06913F-HRTimeline
CW Advisors, LLC13,845$895K0.01%-94913F-HRTimeline
TOWNSQUARE CAPITAL LLC13,632$881K0.01%+5,09613F-HRTimeline
Elios Financial Group Inc.13,352$863K0.41%+1,10613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC13,209$853K<0.01%013F-HRTimelineGroup
VERITY Wealth Advisors12,840$830K0.6%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC12,800$827K<0.01%-7,20013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding12,173$787K+2,694Timeline
JMG Financial Group, Ltd.12,041$778K0.03%-2,10513F-HRTimeline
Regal Investment Advisors LLC12,014$776K0.06%+1,40913F-HRTimeline
Snowden Capital Advisors LLC11,487$742K0.02%+1,53913F-HRTimeline
Skyline Advisors, Inc.11,188$723K0.28%-1,08613F-HRTimeline
RFG Advisory, LLC11,124$719K0.02%+4,80813F-HRTimeline
Moors & Cabot, Inc.11,063$715K0.03%+1,70613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,017$712K<0.01%+3213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…10,803$698K0.16%+13513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,728$693K0.02%13F-HRTimeline
Magnus Financial Group LLC10,672$690K0.07%+2,66213F-HRTimeline
Betterment LLC10,334$668K<0.01%+59013F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC10,322$667K0.32%+1,34813F-HRTimeline
World Investment Advisors10,315$667K0.02%+97013F-HRTimeline
Freedom Investment Management, Inc.10,239$662K0.05%+2,73013F-HRTimeline
WARNER FINANCIAL, INC9,922$641K0.28%+2,53913F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,850$637K0.02%013F-HRTimeline
DIVERSIFIED TRUST CO9,441$610K0.01%+68313F-HRTimeline
Ally Invest Advisors Inc.9,417$609K0.05%+61013F-HRTimeline
Creative Planningin group Creative Planning9,385$606K<0.01%-4,55013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources9,063$586K<0.01%+1,41413F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC8,863$573K0.29%13F-HRTimeline
GeoWealth Management, LLC8,749$565K0.02%+8,30213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,704$562K<0.01%13F-HR/ATimelineGroup
Maia Wealth LLC8,300$560K0.12%+1,70613F-HRTimeline
West Coast Financial LLC8,622$557K0.06%new13F-HRTimeline
MA Private Wealth8,340$539K0.1%+9013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,308$537K0.03%+1,41013F-HRTimelineGroup
Keystone Financial Services8,184$529K0.2%+1013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,168$524K0.03%-2,09513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,689$515K0.03%+1,31513F-HRTimeline
Optas, LLC7,816$505K0.11%+77913F-HRTimeline
Farther Finance Advisors, LLC7,815$505K0.02%+25613F-HRTimeline
Maiden Cove Capital, LLC7,083$458K0.43%+2,77213F-HRTimeline
Parkworth Wealth Management, Inc.6,963$450K0.37%13F-HRTimeline
Golden State Wealth Management, LLC6,872$444K0.07%13F-HRTimeline
Main Street Financial Solutions, LLC6,700$433K0.04%+56113F-HRTimeline
Oregon Pacific Wealth Management, LLC6,580$425K0.42%13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,546$423K<0.01%+3,35613F-HRTimelineGroup
WEALTHGARDEN F.S. LLC6,440$416K0.39%+92413F-HRTimeline
Tennessee Valley Asset Management Partn…6,375$412K0.07%new13F-HRTimeline
Aptus Capital Advisors, LLC6,374$412K<0.01%+18713F-HRTimeline
LifePlan Investment Advisors, Inc.6,207$401K0.25%+2,44913F-HRTimeline
Strategic Blueprint, LLC6,127$396K0.02%-48213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,030$390K<0.01%+1,19413F-HR/ATimelineGroup
Copperleaf Capital, LLC6,004$388K0.25%+1,30413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,852$378K0.01%+1,27513F-HRTimelineGroup
West Wealth Group, LLC5,699$368K0.11%+95513F-HRTimeline
Stewardship Advisors, LLC5,670$366K0.1%+1,43413F-HRTimeline
THEORY FINANCIAL LLC5,538$358K0.15%new13F-HRTimeline
Buttonwood Financial Group, LLC5,203$350K0.19%+30813F-HRTimeline
Monterey Private Wealth, Inc.5,404$349K0.12%+7413F-HRTimeline
Pathway Financial Advisors LLC5,386$348K0.08%+15313F-HRTimeline
Private Advisor Group, LLC5,188$335K<0.01%-4013F-HRTimeline
Atria Investments, Inc5,172$334K<0.01%-1,13813F-HRTimeline
EQ LLC5,113$330K0.16%+1,72413F-HRTimeline
Financial Advisors, LLC5,081$328K0.06%+4113F-HRTimeline
WRAPMANAGER INC5,006$323K0.08%-57013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,900$317K0.01%-313F-HRTimeline
Savvy Advisors, Inc.4,711$304K0.04%new13F-HRTimeline
Johnson Bixby & Associates, LLC4,652$301K0.05%+17413F-HRTimeline
First Horizon Advisors, Inc.4,515$292K0.01%-2,97413F-HRTimeline
CWM, LLCin group CWM, LLC4,435$287K<0.01%+1,38513F-HRTimelineGroup
CoreCap Advisors, LLC4,417$285K0.01%+67813F-HRTimeline
MAI Capital Management4,320$279K<0.01%new13F-HRTimeline
Bison Wealth, LLC4,208$272K0.03%13F-HRTimeline
Lifelong Wealth Advisors, Inc.4,127$267K0.12%13F-HRTimeline
Venturi Wealth Management, LLC4,125$267K0.01%+39113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,125$267K<0.01%new13F-HR/ATimeline
WBH ADVISORY INC3,962$256K0.02%+37113F-HRTimeline
Patriot Financial Group Insurance Agenc…3,905$252K0.03%-1,35013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,899$252K<0.01%+43613F-HRTimeline
Hoxton Planning & Management, LLC3,791$245K0.09%+38913F-HRTimeline
My Legacy Advisors, LLC3,752$244K0.09%+33613F-HRTimeline
Gen-Wealth Partners Inc3,736$241K0.1%-14913F-HRTimeline
Spectrum Planning & Advisory Services I…3,730$241K0.21%+5513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,676$237K0.01%+92213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,635$235K<0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,607$233K0.01%+53113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,563$230K0.02%new13F-HRTimelineGroup
Pine Harbor Wealth Management, LLC3,460$224K0.09%013F-HRTimeline
JB Capital LLC3,458$223K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,443$222K<0.01%+16713F-HRTimelineGroup
Central Pacific Bank - Trust Division3,374$218K0.03%+2,82813F-HRTimeline
SOA Wealth Advisors, LLC.3,355$217K0.04%+27213F-HR/ATimeline
Tempus Wealth Planning, LLC3,299$213K0.07%new13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,200$207K<0.01%+10013F-HRTimelineGroup
Ariadne Wealth Management, LP3,019$206K0.09%new13F-HRTimeline
RKL Wealth Management LLC3,138$203K0.02%+4213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,934$190K0.01%+42013F-HRTimeline
Physician Wealth Advisors, Inc.2,746$177K0.03%-1,37413F-HRTimeline
AE Wealth Management LLC2,583$167K<0.01%new13F-HRTimeline
Arax Advisory Partners2,502$162K0.01%+2,15313F-HRTimeline
Biltmore Family Office, LLC2,500$162K0.03%013F-HRTimeline
Keener Financial Planning LLC2,416$156K0.09%013F-HRTimeline
Van Hulzen Asset Management, LLC2,373$153K0.01%new13F-HRTimeline
Milestone Investment Advisors LLC2,351$152K0.04%-1213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,238$145K0.14%13F-HRTimeline
JFS WEALTH ADVISORS, LLC2,157$139K0.01%+58013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,157$139K0.01%+49213F-HRTimeline
COMERICA BANK1,958$127K<0.01%+26213F-HR/ATimeline
GPS Wealth Strategies Group, LLC1,944$126K0.02%+1,27313F-HRTimeline
NorthRock Partners, LLC1,801$116K<0.01%+28813F-HR/ATimeline
RAELIPSKIE PARTNERSHIP1,439$93K0.05%013F-HRTimeline
SOFI WEALTH, LLC1,403$90.6K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,390$89.8K0.01%+11013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,350$87.2K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC1,148$74.2K0.01%+3513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,121$72.4K<0.01%+2913F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC1,115$72.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC925$59.8K<0.01%+11313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…847$54.8K<0.01%+30913F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP802$51.8K0.01%+913F-HRTimeline
WealthShield Partners, LLC782$50.5K0.01%+5113F-HRTimeline
Hanson & Doremus Investment Management743$48K0.01%+13613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/679$43.9K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC622$40.2K0.02%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP510$32.9K<0.01%013F-HRTimelineGroup
ORG Partners LLC505$32.6K<0.01%+7713F-HRTimeline
Tortoise Investment Management, LLC470$30.4K<0.01%013F-HR/ATimeline