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Disclosery

DMXF ISHARES TR

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COM (fund)

213 managers (214 13F filers) reported a position in DMXF shares at 2025-03-31, 8,148,406 shares in all. 20 filers opened a position and 22 filers sold out during the quarter.

Managers
213
13F filers
214
New
20
Added
54
Reduced
105
Sold out
22
Shares held by filers
8,148,406

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding1,827,378$123M-1,184,561Timeline
BlackRock, Inc.in group BlackRock, Inc.909,043$61.2M<0.01%+13,48313F-HRTimelineGroup
IMA Advisory Services, Inc.752,855$50.7M6.01%-27,04413F-HRTimeline
LPL Financial LLC308,646$20.8M0.01%-116,55313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO254,210$17.1M0.02%+32,96613F-HR/ATimelineGroup
SigFig Wealth Management, LLC231,727$15.7M0.57%-1,59813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO208,133$14M<0.01%-85,76713F-HRTimelineGroup
Allworth Financial LP189,731$13.1M0.07%-6,65713F-HRTimeline
FLOW TRADERS U.S. LLC179,623$12.1M0.51%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC138,539$9.33M0.11%-71,33113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC114,721$7.73M0.01%+83,96513F-HR/ATimelineGroup
Cetera Investment Advisers107,098$7.21M0.01%-34,12313F-HRTimeline
RWA WEALTH PARTNERS, LLC98,274$6.62M0.08%-3,28813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…94,628$6.46M0.01%-23,39513F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC94,330$6.35M0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC87,106$5.87M0.02%-39,03913F-HRTimeline
Financial Connections Group, Inc.76,266$5.13M2.31%+10,49013F-HRTimeline
Accredited Investors Inc.73,051$4.92M0.31%+13,78113F-HRTimeline
HighTower Advisors, LLC69,836$4.7M0.01%+3,74913F-HRTimeline
Invera Wealth Advisors, LLC69,029$4.65M3%-1,06813F-HR/ATimeline
Balanced Rock Investment Advisors LLC65,256$4.39M3.5%-6,87913F-HRTimeline
Values Added Financial LLC61,864$4.17M2.31%+5,98913F-HRTimeline
UBS Group AGin group UBS Group AG54,650$3.68M<0.01%-5,85313F-HRTimelineGroup
FMR LLCin group FMR LLC51,453$3.46M<0.01%-35513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,487$3M<0.01%-8,04913F-HR/ATimelineGroup
TD Waterhouse Canada Inc.43,715$2.93M0.02%013F-HRTimeline
Walkner Condon Financial Advisors LLC42,644$2.87M0.58%+1,57313F-HRTimeline
Klaas Financial Asset Advisors, LLC42,531$2.86M0.49%+23813F-HRTimeline
Atlantic Private Wealth, LLC41,988$2.83M2.09%+2513F-HRTimeline
Equita Financial Network, Inc.41,343$2.78M0.97%+4,17613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp39,605$2.67M0.01%+9,01013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT39,527$2.66M0.19%+13,23013F-HRTimeline
One Wealth Advisors, LLC38,998$2.63M0.39%-18,78213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC35,559$2.39M0.01%-18,54313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP32,847$2.21M<0.01%+1,80013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,574$2.19M<0.01%-23,29813F-HRTimelineGroup
NewEdge Advisors, LLC32,154$2.17M0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,448$2.12M<0.01%-68913F-HRTimeline
Westfuller Advisors, LLC30,845$2.08M1.39%013F-HRTimeline
DOHJ, LLC30,410$2.05M0.47%+2,76313F-HRTimeline
Atwater Malick LLC29,541$1.99M0.67%+7,50213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC28,775$1.93M0.01%+21013F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,401$1.91M0.01%-11,58413F-HRTimeline
Janney Montgomery Scott LLC28,355$1.91M0.01%-13,48613F-HRTimeline
First Pacific Financial28,011$1.89M0.38%-1,84513F-HRTimeline
Atria Wealth Solutions, Inc.27,708$1.87M0.02%-26,09213F-HRTimeline
Integrated Wealth Concepts LLC27,429$1.85M0.02%-2,30913F-HRTimeline
REGATTA CAPITAL GROUP, LLC27,417$1.85M0.36%-14,22213F-HRTimeline
Parkside Advisors LLC24,703$1.66M0.4%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,917$1.61M<0.01%+1,59013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…22,634$1.52M0.72%+51313F-HRTimeline
Sanctuary Advisors, LLC22,549$1.52M0.01%-8,55013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,329$1.5M<0.01%-10,35113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,050$1.48M0.01%-17,38013F-HRTimelineGroup
XY Planning Network, Inc.22,041$1.48M0.99%-90313F-HRTimeline
Horst & Graben Wealth Management LLC21,935$1.48M0.26%-13,45213F-HRTimeline
Opes Wealth Management LLC21,245$1.43M0.29%-85013F-HRTimeline
Wade Financial Advisory, Inc20,865$1.41M0.48%+44013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,831$1.4M<0.01%+5,23013F-HRTimelineGroup
Perigon Wealth Management, LLC20,609$1.39M0.04%-1,35913F-HRTimeline
Modern Wealth Management, LLC19,646$1.32M0.04%new13F-HR/ATimeline
GOULD ASSET MANAGEMENT LLC /CA/19,450$1.31M0.27%013F-HRTimeline
Steward Partners Investment Advisory, L…19,088$1.29M0.01%-9,41813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,579$1.25M0.01%-10,86013F-HRTimelineGroup
OneDigital Investment Advisors LLC18,359$1.24M0.01%-14,66313F-HRTimeline
Plancorp, LLC18,163$1.22M0.05%013F-HRTimeline
Sharkey, Howes & Javer17,929$1.21M0.17%-12,71813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC17,473$1.18M0.07%new13F-HRTimeline
Revolve Wealth Partners, LLC17,449$1.17M0.17%+1,27913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,236$1.16M<0.01%+68213F-HRTimelineGroup
Shotwell Rutter Baer Inc17,364$1.07M0.95%+17813F-HRTimeline
Creative Planningin group Creative Planning15,423$1.04M<0.01%+6,03813F-HRTimelineGroup
CW Advisors, LLC15,357$1.03M0.01%+1,51213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES15,170$1.02M0.4%new13F-HRTimeline
Davis Wealth Advisors, LLC14,551$980K1.11%-10,05313F-HRTimeline
Elios Financial Group Inc.13,353$899K0.44%+113F-HRTimeline
VERITY Wealth Advisors13,266$893K0.66%+42613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC13,209$889K<0.01%013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC12,800$862K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,555$845K<0.01%-6,17813F-HRTimelineGroup
MGO ONE SEVEN LLC11,696$788K0.03%-6,18413F-HRTimeline
Freedom Investment Management, Inc.11,636$784K0.07%+1,39713F-HRTimeline
Austin Private Wealth, LLC11,565$779K0.07%-4,46913F-HRTimeline
Moors & Cabot, Inc.11,542$777K0.04%+47913F-HRTimeline
GeoWealth Management, LLC11,222$756K0.03%+2,47313F-HRTimeline
Skyline Advisors, Inc.11,039$743K0.29%-14913F-HRTimeline
DIVERSIFIED TRUST CO10,886$733K0.02%+1,44513F-HRTimeline
Magnus Financial Group LLC10,716$722K0.07%+4413F-HRTimeline
Ally Invest Advisors Inc.10,685$720K0.06%+1,26813F-HRTimeline
WARNER FINANCIAL, INC10,590$713K0.32%+66813F-HRTimeline
Leonard Rickey Investment Advisors P.L.…10,652$705K0.15%-15113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding10,269$692K-7,639Timeline
Orion Porfolio Solutions, LLC10,044$676K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC10,044$676K0.01%new13F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…9,850$663K0.02%013F-HRTimeline
SOFI WEALTH, LLC9,715$654K0.05%+8,31213F-HRTimeline
Betterment LLC9,682$652K<0.01%-65213F-HRTimeline
WEALTH ALLIANCE, LLC9,582$645K0.08%-5,61513F-HRTimeline
JMG Financial Group, Ltd.9,348$629K0.02%-2,69313F-HRTimeline
Farther Finance Advisors, LLC9,354$628K0.02%+1,53913F-HRTimeline
RFG Advisory, LLC9,224$621K0.02%-1,90013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,185$619K-2,988Timeline
FRANKLIN RESOURCES INCin group Franklin Resources9,063$610K<0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,806$593K<0.01%-2,21113F-HRTimeline
West Coast Financial LLC8,622$581K0.07%013F-HRTimeline
TOWNSQUARE CAPITAL LLC8,381$564K0.01%-5,25113F-HRTimeline
Regal Investment Advisors LLC8,356$563K0.05%-3,65813F-HRTimeline
MA Private Wealth8,340$562K0.11%013F-HRTimeline
Optas, LLC8,016$540K0.09%+20013F-HRTimeline
Snowden Capital Advisors LLC7,864$530K0.02%-3,62313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,779$524K<0.01%-92513F-HRTimelineGroup
World Investment Advisors7,707$519K0.01%-2,60813F-HRTimeline
Ariadne Wealth Management, LP6,702$478K0.25%+3,68313F-HRTimeline
Golden State Wealth Management, LLC7,101$478K0.07%+22913F-HR/ATimeline
Parkworth Wealth Management, Inc.6,963$469K0.37%013F-HRTimeline
Main Street Financial Solutions, LLC6,792$457K0.04%+9213F-HRTimeline
GTS SECURITIES LLC6,710$452K0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,646$448K0.01%-4,08213F-HRTimeline
Stewardship Advisors, LLC6,540$440K0.12%+87013F-HRTimeline
Merit Financial Group, LLC6,517$439K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC6,217$419K<0.01%-15713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,155$414K0.22%-2,70813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,022$406K0.01%+17013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,993$404K<0.01%-3713F-HRTimelineGroup
Keystone Financial Services5,926$399K0.15%-2,25813F-HRTimeline
Maia Wealth LLC5,940$393K0.09%-2,36013F-HRTimeline
EQ LLC5,816$392K0.18%+70313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,487$382K0.02%-2,68113F-HRTimelineGroup
Monterey Private Wealth, Inc.5,404$364K0.11%013F-HRTimeline
Pathway Financial Advisors LLC5,386$363K0.07%013F-HRTimeline
Private Advisor Group, LLC5,373$362K<0.01%+18513F-HRTimeline
LifePlan Investment Advisors, Inc.5,183$349K0.2%-1,02413F-HRTimeline
Financial Advisors, LLC5,081$342K0.07%013F-HRTimeline
WEALTHGARDEN F.S. LLC5,008$337K0.32%-1,43213F-HRTimeline
MBE Wealth Management, LLC5,005$337K0.16%new13F-HRTimeline
Arax Advisory Partners5,004$337K0.02%+2,50213F-HRTimeline
CoreCap Advisors, LLC5,001$337K0.01%+58413F-HRTimeline
Sage Financial Management Group, Inc.4,872$328K0.12%new13F-HRTimeline
MAI Capital Management4,392$296K<0.01%+7213F-HRTimeline
Savvy Advisors, Inc.4,315$291K0.03%-39613F-HRTimeline
CWM, LLCin group CWM, LLC4,257$287K<0.01%-17813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,127$278K0.02%-4,18113F-HRTimelineGroup
Spectrum Planning & Advisory Services I…4,075$274K0.23%+34513F-HRTimeline
Atria Investments, Inc4,049$273K<0.01%-1,12313F-HRTimeline
Copperleaf Capital, LLC3,991$269K0.16%-2,01313F-HRTimeline
Strategic Blueprint, LLC3,960$267K0.01%-2,16713F-HRTimeline
Bison Wealth, LLC3,950$266K0.02%-25813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,849$259K<0.01%-5013F-HRTimeline
Oregon Pacific Wealth Management, LLC3,715$250K0.25%-2,86513F-HRTimeline
Tempus Wealth Planning, LLC3,683$248K0.07%+38413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,635$245K<0.01%013F-HRTimeline
Hoxton Planning & Management, LLC3,623$244K0.09%-16813F-HRTimeline
Lifelong Wealth Advisors, Inc.3,591$242K0.11%-53613F-HRTimeline
THEORY FINANCIAL LLC3,554$239K0.1%-1,98413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,513$237K<0.01%-1,38713F-HRTimeline
Pine Harbor Wealth Management, LLC3,460$233K0.09%013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,409$230K<0.01%-3,13713F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,400$229K<0.01%+20013F-HRTimelineGroup
Central Pacific Bank - Trust Division3,374$227K0.03%013F-HRTimeline
SOA Wealth Advisors, LLC.3,355$226K0.05%013F-HRTimeline
Connecticut Wealth Management, LLC3,337$225K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC3,333$224K0.01%-79213F-HRTimeline
Humankind Investments LLC3,245$218K0.06%new13F-HRTimeline
Buttonwood Financial Group, LLC3,287$210K0.12%-1,91613F-HRTimeline
West Wealth Group, LLC3,122$210K0.06%-2,57713F-HRTimeline
Patriot Financial Group Insurance Agenc…3,060$206K0.03%-84513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,700$182K0.01%-23413F-HRTimeline
First Horizon Advisors, Inc.2,685$181K0.01%-1,83013F-HRTimeline
Physician Wealth Advisors, Inc.2,636$177K0.03%-11013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,543$171K0.01%-1,13313F-HRTimelineGroup
Biltmore Family Office, LLC2,500$168K0.03%013F-HRTimeline
Gen-Wealth Partners Inc2,432$164K0.07%-1,30413F-HRTimeline
Keener Financial Planning LLC2,416$162K0.11%013F-HRTimeline
Milestone Investment Advisors LLC2,351$158K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,109$142K0.01%-4813F-HRTimeline
GPS Wealth Strategies Group, LLC2,104$142K0.02%+16013F-HRTimeline
NorthRock Partners, LLC1,513$102K<0.01%-28813F-HRTimeline
RAELIPSKIE PARTNERSHIP1,439$96.9K0.05%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,390$93.6K0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,350$87.2K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,276$85.9K<0.01%-1,30713F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,265$85.2K0.01%+15013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,262$85K0.01%-89513F-HRTimeline
COMERICA BANK1,131$76.2K<0.01%-82713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,121$75.5K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,097$74.2K<0.01%+58713F-HR/ATimelineGroup
IFP Advisors, Inc1,018$68.6K<0.01%new13F-HRTimeline
Rossby Financial, LCC894$62K0.03%new13F-HRTimeline
Hanson & Doremus Investment Management743$50K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/679$45.5K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC635$42.8K0.01%-51313F-HRTimeline
Medallion Wealth Advisors, LLC622$41.7K0.02%013F-HRTimeline
Tortoise Investment Management, LLC470$31.6K<0.01%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…452$30.5K<0.01%-39513F-HRTimelineGroup
Capital A Wealth Management, LLC259$17.4K0.02%-16113F-HRTimeline
BIRCHBROOK, INC.258$17.4K0.01%-14913F-HRTimeline
WealthTrak Capital Management LLC249$16.8K0.01%-13413F-HRTimeline
Cornerstone Planning Group LLC240$16.3K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/208$14K<0.01%-15,30113F-HRTimelineGroup
Transce3nd, LLC202$13.6K0.01%-16513F-HRTimeline