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Disclosery

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,760,029$131M-67,349Timeline
BlackRock, Inc.in group BlackRock, Inc.846,928$63M<0.01%-62,11513F-HRTimelineGroup
IMA Advisory Services, Inc.731,391$54.4M5.83%-21,46413F-HRTimeline
LPL Financial LLC344,415$25.6M0.01%+35,76913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO282,102$21M0.02%+27,89213F-HRTimelineGroup
SigFig Wealth Management, LLC231,283$17.2M0.57%-44413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO202,874$15.1M<0.01%-5,25913F-HRTimelineGroup
Allworth Financial LP191,792$14.3M0.07%+2,06113F-HRTimeline
RWA WEALTH PARTNERS, LLC129,176$9.62M0.12%+30,90213F-HRTimeline
Cetera Investment Advisers120,821$8.99M0.02%+13,72313F-HRTimeline
FLOW TRADERS U.S. LLC108,353$8.07M0.3%-71,27013F-HRTimeline
MML INVESTORS SERVICES, LLC85,287$6.35M0.02%-1,81913F-HRTimeline
Accredited Investors Inc.79,793$5.94M0.35%+6,74213F-HRTimeline
Values Added Financial LLC75,880$5.65M2.74%+14,01613F-HRTimeline
Financial Connections Group, Inc.75,545$5.62M2.32%-72113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC75,109$5.59M0.01%-39,61213F-HRTimelineGroup
BAILARD, INC.70,823$5.27M0.12%new13F-HRTimeline
HighTower Advisors, LLC67,978$5.06M0.01%-1,85813F-HRTimeline
Invera Wealth Advisors, LLC67,585$5.03M3.28%-1,44413F-HRTimeline
Balanced Rock Investment Advisors LLC60,866$4.53M3.56%-4,39013F-HRTimeline
UBS Group AGin group UBS Group AG60,129$4.48M<0.01%+5,47913F-HRTimelineGroup
FMR LLCin group FMR LLC48,892$3.64M<0.01%-2,56113F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC48,157$3.58M0.62%+20,74013F-HRTimeline
Klaas Financial Asset Advisors, LLC46,101$3.43M0.54%+3,57013F-HRTimeline
Walkner Condon Financial Advisors LLC43,623$3.25M0.6%+97913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,620$3.25M<0.01%-86713F-HR/ATimelineGroup
TD Waterhouse Canada Inc.43,715$3.24M0.02%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp43,505$3.24M0.01%+3,90013F-HRTimelineGroup
Atlantic Private Wealth, LLC41,997$3.13M2.1%+913F-HRTimeline
ALBION FINANCIAL GROUP /UT39,623$2.95M0.19%+9613F-HRTimeline
One Wealth Advisors, LLC38,013$2.83M0.39%-98513F-HRTimeline
Equita Financial Network, Inc.37,531$2.79M1.11%-3,81213F-HRTimeline
CWM, LLCin group CWM, LLC37,274$2.77M0.01%+33,01713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36,439$2.71M0.01%+88013F-HRTimelineGroup
Janney Montgomery Scott LLC35,077$2.61M0.01%+6,72213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP33,363$2.48M<0.01%+51613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,804$2.47M<0.01%+11,47513F-HR/ATimelineGroup
Westfuller Advisors, LLC31,330$2.33M1.33%+48513F-HRTimeline
Atwater Malick LLC31,278$2.33M0.74%+1,73713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,511$2.27M<0.01%-93713F-HRTimeline
NewEdge Advisors, LLC30,156$2.24M0.01%-1,99813F-HRTimeline
Decker Retirement Planning Inc.29,914$2.23M1.29%+29,83613F-HRTimeline
Cambridge Investment Research Advisors,…29,143$2.17M0.01%+74213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC28,938$2.15M0.01%+16313F-HRTimelineGroup
Integrated Wealth Concepts LLC27,698$2.06M0.02%+26913F-HRTimeline
First Pacific Financial25,343$1.89M0.28%-2,66813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,110$1.87M<0.01%-69,51813F-HR/ATimelineGroup
Parkside Advisors LLC24,703$1.84M0.4%013F-HRTimeline
OneDigital Investment Advisors LLC23,848$1.78M0.02%+5,48913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,667$1.69M<0.01%-1,25013F-HRTimelineGroup
Sanctuary Advisors, LLC21,078$1.57M0.01%-1,47113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,058$1.57M<0.01%+22713F-HRTimelineGroup
Horst & Graben Wealth Management LLC21,038$1.57M0.26%-89713F-HRTimeline
XY Planning Network, Inc.20,837$1.55M0.53%-1,20413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,585$1.53M0.01%-1,46513F-HRTimelineGroup
Perigon Wealth Management, LLC20,363$1.52M0.04%-24613F-HRTimeline
Composition Wealth, LLC19,786$1.47M0.02%new13F-HRTimeline
Opes Wealth Management LLC19,755$1.47M0.26%-1,49013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/19,450$1.45M0.28%013F-HRTimeline
Sharkey, Howes & Javer18,309$1.36M0.18%+38013F-HRTimeline
Plancorp, LLC18,163$1.35M0.05%013F-HRTimeline
Modern Wealth Management, LLC18,055$1.34M0.03%-1,59113F-HR/ATimeline
Steward Partners Investment Advisory, L…17,725$1.32M0.01%-1,36313F-HRTimeline
CW Advisors, LLC17,515$1.3M0.01%+2,15813F-HRTimeline
Shotwell Rutter Baer Inc17,410$1.3M0.88%+4613F-HRTimeline
Revolve Wealth Partners, LLC17,329$1.29M0.17%-12013F-HRTimeline
DOHJ, LLC18,783$1.28M0.37%-11,62713F-HRTimeline
GeoWealth Management, LLC16,717$1.24M0.05%+5,49513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,395$1.22M<0.01%-84113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,261$1.21M0.01%-2,31813F-HRTimelineGroup
SOFI WEALTH, LLC15,771$1.17M0.07%+6,05613F-HRTimeline
Creative Planningin group Creative Planning15,597$1.16M<0.01%+17413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…14,382$1.07M0.04%new13F-HRTimeline
Financial Advisors, LLC13,395$997K0.19%+8,31413F-HRTimeline
VERITY Wealth Advisors13,266$988K0.66%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC13,209$983K<0.01%013F-HRTimelineGroup
WARNER FINANCIAL, INC13,116$976K0.4%+2,52613F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC12,800$953K0.01%013F-HRTimelineGroup
Ally Invest Advisors Inc.12,428$925K0.07%+1,74313F-HRTimeline
Moors & Cabot, Inc.12,290$915K0.04%+74813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,279$914K<0.01%-27613F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,942$889K0.01%+1,89813F-HR/ATimeline
Davis Wealth Advisors, LLC11,936$889K0.94%-2,61513F-HRTimeline
MGO ONE SEVEN LLC11,658$868K0.03%-3813F-HRTimeline
Elios Financial Group Inc.11,537$859K0.39%-1,81613F-HRTimeline
Austin Private Wealth, LLC11,528$858K0.07%-3713F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,182$832K0.31%-11,45213F-HRTimeline
Skyline Advisors, Inc.11,067$824K0.3%+2813F-HRTimeline
Magnus Financial Group LLC10,896$811K0.07%+18013F-HRTimeline
DIVERSIFIED TRUST CO10,886$810K0.02%013F-HRTimeline
Freedom Investment Management, Inc.10,785$803K0.06%-85113F-HRTimeline
Urban Financial Advisory Corp10,263$764K0.38%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,797$729K0.01%-47213F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…9,797$729K0.15%-85513F-HRTimeline
Betterment LLC9,728$724K<0.01%+4613F-HRTimeline
Merit Financial Group, LLC9,609$715K0.01%+3,09213F-HRTimeline
WEALTH ALLIANCE, LLC9,503$707K0.08%-7913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,497$707K<0.01%+69113F-HRTimeline
JMG Financial Group, Ltd.9,348$696K0.02%013F-HRTimeline
Farther Finance Advisors, LLC9,171$683K0.01%-18313F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,155$681K0.02%-69513F-HRTimeline
RFG Advisory, LLC9,075$676K0.02%-14913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,063$675K<0.01%013F-HRTimelineGroup
FIGURE 8 INVESTMENT STRATEGIES LLC8,809$656K0.64%new13F-HRTimeline
Arjuna Capital8,740$651K0.17%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,622$642K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,618$642K<0.01%-56713F-HRTimelineGroup
MA Private Wealth8,340$621K0.11%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,286$617K0.02%new13F-HRTimelineGroup
Optas, LLC8,097$603K0.11%+8113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,875$586K<0.01%+9613F-HRTimelineGroup
Regal Investment Advisors LLC7,832$583K0.04%-52413F-HRTimeline
Snowden Capital Advisors LLC7,747$577K0.02%-11713F-HRTimeline
World Investment Advisors7,560$563K0.01%-14713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,205$536K0.03%-10,26813F-HRTimeline
Parkworth Wealth Management, Inc.7,033$524K0.38%+7013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,841$509K0.01%+19513F-HRTimeline
Golden State Wealth Management, LLC6,762$503K0.06%-33913F-HRTimeline
Stewardship Advisors, LLC6,423$478K0.12%-11713F-HRTimeline
Ariadne Wealth Management, LP6,356$477K0.23%-34613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,387$475K<0.01%+39413F-HRTimelineGroup
Main Street Financial Solutions, LLC6,358$473K0.03%-43413F-HRTimeline
Aptus Capital Advisors, LLC6,251$465K<0.01%+3413F-HRTimeline
Haverford Trust Co6,054$451K<0.01%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,033$449K0.21%-12213F-HRTimeline
Maia Wealth LLC5,925$441K0.08%-1513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,865$437K0.01%-15713F-HRTimelineGroup
Portfolio Design Labs, LLC5,673$422K0.08%new13F-HRTimeline
Keystone Financial Services5,573$415K0.14%-35313F-HRTimeline
Central Pacific Bank - Trust Division5,239$390K0.05%+1,86513F-HRTimeline
Pathway Financial Advisors LLC5,176$385K0.06%-21013F-HRTimeline
Private Advisor Group, LLC5,029$374K<0.01%-34413F-HRTimeline
CoreCap Advisors, LLC4,819$359K0.01%-18213F-HRTimeline
Sage Financial Management Group, Inc.4,804$358K0.12%-6813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,777$356K<0.01%new13F-HRTimeline
MAI Capital Management4,761$354K<0.01%+36913F-HRTimeline
MBE Wealth Management, LLC4,589$342K0.15%-41613F-HRTimeline
WEALTHGARDEN F.S. LLC4,703$338K0.28%-30513F-HRTimeline
LifePlan Investment Advisors, Inc.4,511$336K0.17%-67213F-HRTimeline
Connecticut Wealth Management, LLC4,045$301K0.01%+70813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,000$298K0.01%-12713F-HRTimelineGroup
Savvy Advisors, Inc.3,937$293K0.02%-37813F-HRTimeline
Copperleaf Capital, LLC3,934$293K0.15%-5713F-HRTimeline
Bison Wealth, LLC3,886$289K0.02%-6413F-HRTimeline
Humankind Investments LLC3,884$289K0.07%+63913F-HRTimeline
EQ LLC3,867$288K0.11%-1,94913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,849$287K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.3,767$280K0.01%+1,08213F-HRTimeline
Atria Investments, Inc3,714$277K<0.01%-33513F-HRTimeline
Oregon Pacific Wealth Management, LLC3,694$275K0.26%-2113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,635$271K<0.01%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,600$268K<0.01%+20013F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.3,582$267K0.09%-913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,576$266K0.01%new13F-HRTimeline
THEORY FINANCIAL LLC3,671$264K0.1%+11713F-HRTimeline
Strategic Blueprint, LLC3,476$259K0.01%-48413F-HRTimeline
Pine Harbor Wealth Management, LLC3,460$258K0.09%013F-HRTimeline
National Wealth Management Group, LLC3,407$254K0.14%new13F-HRTimeline
SOA Wealth Advisors, LLC.3,358$250K0.05%+313F-HRTimeline
Mariner, LLCin group Mariner, LLC3,301$246K<0.01%-10813F-HRTimelineGroup
Buttonwood Financial Group, LLC3,255$240K0.12%-3213F-HRTimeline
Venturi Wealth Management, LLC3,112$232K0.01%-22113F-HRTimeline
West Wealth Group, LLC3,119$227K0.06%-313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,045$227K<0.01%+2,83713F-HRTimelineGroup
Human Investing LLC3,013$224K0.04%new13F-HRTimeline
Hoxton Planning & Management, LLC2,986$222K0.08%-63713F-HRTimeline
Quantinno Capital Management LP2,973$221K<0.01%new13F-HRTimeline
Tempus Wealth Planning, LLC2,965$221K0.06%-71813F-HRTimeline
&PARTNERS2,924$220K<0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,828$211K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.2,814$209K<0.01%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,763$206K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.2,757$205K<0.01%-24,95113F-HRTimeline
WBH ADVISORY INC2,743$204K0.02%new13F-HRTimeline
RKL Wealth Management LLC2,741$204K0.02%new13F-HRTimeline
Aufman Associates Inc2,728$203K0.13%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,638$196K0.01%+9513F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,613$194K0.03%-2313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,585$192K<0.01%-11513F-HRTimeline
Arax Advisory Partners2,502$186K0.01%-2,50213F-HRTimeline
Biltmore Family Office, LLC2,500$186K0.03%013F-HRTimeline
Gen-Wealth Partners Inc2,406$179K0.07%-2613F-HRTimeline
Keener Financial Planning LLC2,416$179K0.09%013F-HRTimeline
Milestone Investment Advisors LLC2,351$175K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,108$157K0.02%+413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,052$139K0.01%+66213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,836$137K0.01%-27313F-HRTimeline
Global Retirement Partners, LLC1,557$116K<0.01%13F-HRTimeline
RAELIPSKIE PARTNERSHIP1,439$107K0.05%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,265$94.2K0.01%013F-HRTimeline
AE Wealth Management LLC1,261$93.9K<0.01%-1513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,224$91.1K<0.01%-12613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,181$87.9K0.01%-8113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,175$87.5K<0.01%+5413F-HRTimelineGroup
COMERICA BANK1,131$84.2K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,024$76.2K0.01%new13F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC905$67.4K0.02%new13F-HRTimeline
Hanson & Doremus Investment Management743$55K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/679$50.5K<0.01%013F-HR/ATimelineGroup
Rossby Financial, LCC678$50.5K0.02%-21613F-HRTimeline