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Disclosery

DMXF ISHARES TR

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COM (fund)

188 managers (190 13F filers) reported a position in DMXF shares at 2025-09-30, 5,372,381 shares in all. 18 filers opened a position and 46 filers sold out during the quarter.

Managers
188
13F filers
190
New
18
Added
52
Reduced
71
Sold out
46
Shares held by filers
5,372,381

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BlackRock, Inc.in group BlackRock, Inc.822,021$62.3M<0.01%-24,90713F-HRTimelineGroup
IMA Advisory Services, Inc.731,398$55.3M5.58%+713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO327,454$24.8M0.03%+45,35213F-HRTimelineGroup
SigFig Wealth Management, LLC226,716$17.1M0.53%-4,56713F-HRTimeline
FLOW TRADERS U.S. LLC219,181$16.6M0.67%+110,82813F-HRTimeline
Allworth Financial LP179,083$13.6M0.06%-12,70913F-HRTimeline
RWA WEALTH PARTNERS, LLC130,471$9.88M0.11%+1,29513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY90,434$6.85M<0.01%+84,04713F-HR/ATimelineGroup
Values Added Financial LLC89,040$6.74M3%+13,16013F-HRTimeline
Accredited Investors Inc.79,697$6.04M0.34%-9613F-HRTimeline
BAILARD, INC.78,415$5.94M0.13%+7,59213F-HRTimeline
Financial Connections Group, Inc.76,398$5.79M2.26%+85313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO69,018$5.23M<0.01%-133,85613F-HR/ATimelineGroup
HighTower Advisors, LLC68,659$5.2M0.01%+68113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,634$5.12M0.01%-7,47513F-HRTimelineGroup
Invera Wealth Advisors, LLC66,681$5.05M3.11%-90413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,967$4.69M<0.01%new13F-HRTimelineGroup
Balanced Rock Investment Advisors LLC61,667$4.67M3.41%+80113F-HRTimeline
LPL Financial LLC60,164$4.56M<0.01%-284,25113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,727$4.37M0.01%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding55,527$4.21M-4,602Timeline
REGATTA CAPITAL GROUP, LLC49,625$3.76M0.59%+1,46813F-HRTimeline
Klaas Financial Asset Advisors, LLC47,648$3.61M0.54%+1,54713F-HRTimeline
CWM, LLCin group CWM, LLC46,356$3.51M0.01%+9,08213F-HRTimelineGroup
FMR LLCin group FMR LLC44,518$3.37M<0.01%-4,37413F-HRTimelineGroup
TD Waterhouse Canada Inc.43,715$3.34M0.02%013F-HRTimeline
Walkner Condon Financial Advisors LLC43,882$3.32M0.53%+25913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,532$3.3M<0.01%-8813F-HRTimelineGroup
Atlantic Private Wealth, LLC42,007$3.18M2.06%+1013F-HRTimeline
ALBION FINANCIAL GROUP /UT39,641$3M0.18%+1813F-HRTimeline
Cetera Investment Advisers39,321$2.98M<0.01%-81,50013F-HRTimeline
Equita Financial Network, Inc.37,346$2.83M0.96%-18513F-HRTimeline
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO35,400$2.68M<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP34,290$2.6M<0.01%+92713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,111$2.49M<0.01%-69313F-HRTimelineGroup
Atwater Malick LLC31,818$2.41M0.7%+54013F-HRTimeline
Westfuller Advisors, LLC31,330$2.37M1.08%013F-HRTimeline
Arjuna Capital29,238$2.21M0.55%+20,49813F-HRTimeline
Decker Retirement Planning Inc.28,370$2.15M1.18%-1,54413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC28,326$2.15M0.01%-61213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,984$2.12M<0.01%-2,52713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp25,015$1.89M0.01%-18,49013F-HRTimelineGroup
NewEdge Advisors, LLC24,911$1.89M0.01%-5,24513F-HRTimeline
Integrated Wealth Concepts LLC23,473$1.78M0.02%-4,22513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding23,401$1.77M-1,736,628Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,896$1.73M<0.01%+22913F-HR/ATimelineGroup
SOFI WEALTH, LLC22,428$1.7M0.09%+6,65713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,836$1.65M<0.01%+77813F-HRTimelineGroup
XY Planning Network, Inc.20,837$1.55M0.53%013F-HRTimeline
Modern Wealth Management, LLC20,305$1.54M0.03%+2,25013F-HRTimeline
First Pacific Financial20,071$1.52M0.21%-5,27213F-HRTimeline
Opes Wealth Management LLC19,820$1.5M0.26%+6513F-HRTimeline
Shotwell Rutter Baer Inc19,346$1.49M0.96%+1,93613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/19,450$1.47M0.27%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,988$1.44M<0.01%+2,59313F-HRTimelineGroup
Plancorp, LLC18,163$1.38M0.04%013F-HRTimeline
Revolve Wealth Partners, LLC17,249$1.31M0.16%-8013F-HRTimeline
One Wealth Advisors, LLC16,929$1.28M0.16%-21,08413F-HRTimeline
Creative Planningin group Creative Planning15,848$1.2M<0.01%+25113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…14,012$1.06M0.03%-37013F-HRTimeline
WARNER FINANCIAL, INC14,007$1.06M0.4%+89113F-HRTimeline
Beacon Pointe Advisors, LLC13,681$1.04M0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC13,611$1.03M0.01%-10,23713F-HRTimeline
Ally Invest Advisors Inc.13,412$1.02M0.07%+98413F-HRTimeline
Financial Advisors, LLC13,395$1.01M0.18%013F-HRTimeline
VERITY Wealth Advisors13,266$1M0.63%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC13,209$1M<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding12,889$976K+4,271Timeline
Perigon Wealth Management, LLC12,142$920K0.02%-8,22113F-HRTimeline
Moors & Cabot, Inc.12,134$919K0.04%-15613F-HRTimeline
HRT FINANCIAL LP11,971$906K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC11,512$872K0.01%+2,34113F-HRTimeline
Skyline Advisors, Inc.11,262$853K0.29%+19513F-HRTimeline
DIVERSIFIED TRUST CO10,886$825K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…10,476$793K<0.01%-18,66713F-HRTimeline
Magnus Financial Group LLC10,400$788K0.06%-49613F-HRTimeline
MML INVESTORS SERVICES, LLC10,290$779K<0.01%-74,99713F-HRTimeline
Urban Financial Advisory Corp10,263$777K0.36%013F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC10,221$774K0.69%+1,41213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,895$749K0.01%+9813F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…9,707$735K0.14%-9013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,476$718K<0.01%+1,60113F-HRTimelineGroup
Betterment LLC9,249$701K<0.01%-47913F-HRTimeline
JMG Financial Group, Ltd.9,236$700K0.02%-11213F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,155$693K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,063$686K<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,622$653K<0.01%013F-HRTimelineGroup
RFG Advisory, LLC8,127$616K0.01%-94813F-HRTimeline
MA Private Wealth7,961$603K0.1%-37913F-HRTimeline
MAI Capital Management7,726$585K<0.01%+2,96513F-HRTimeline
Sanctuary Advisors, LLC7,505$568K<0.01%-13,57313F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,284$552K0.03%+7913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC7,000$530K<0.01%-5,80013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC6,743$511K<0.01%new13F-HR/ATimelineGroup
Stewardship Advisors, LLC6,628$502K0.12%+20513F-HRTimeline
Janney Montgomery Scott LLC6,406$485K<0.01%-28,67113F-HRTimeline
Main Street Financial Solutions, LLC6,358$482K0.03%013F-HRTimeline
Ariadne Wealth Management, LP6,212$476K0.21%-14413F-HRTimeline
Freedom Investment Management, Inc.6,193$469K0.12%-4,59213F-HRTimeline
Haverford Trust Co6,054$459K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC5,960$451K0.05%-80213F-HRTimeline
TWO SIGMA SECURITIES, LLC5,956$451K0.07%new13F-HRTimeline
Aptus Capital Advisors, LLC5,909$448K<0.01%-34213F-HRTimeline
Steward Partners Investment Advisory, L…5,723$433K<0.01%-12,00213F-HRTimeline
Keystone Financial Services5,647$428K0.13%+7413F-HRTimeline
Pathway Financial Advisors LLC5,583$423K0.06%+40713F-HRTimeline
Central Pacific Bank - Trust Division5,239$397K0.05%013F-HRTimeline
Private Advisor Group, LLC5,069$384K<0.01%+4013F-HRTimeline
RCS Financial Planning, LLC4,886$370K0.16%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,765$366K<0.01%-1213F-HRTimeline
Sage Financial Management Group, Inc.4,804$364K0.12%013F-HRTimeline
Optas, LLC4,697$356K0.06%-3,40013F-HRTimeline
CoreCap Advisors, LLC4,526$343K0.01%-29313F-HRTimeline
Humankind Investments LLC4,209$319K0.07%+32513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,190$317K0.01%-4,09613F-HRTimelineGroup
Composition Wealth, LLC4,069$308K<0.01%-15,71713F-HRTimeline
Connecticut Wealth Management, LLC4,045$306K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,991$302K<0.01%+14213F-HRTimeline
Savvy Advisors, Inc.3,944$299K0.01%+713F-HRTimeline
EQ LLC3,867$293K0.1%013F-HRTimeline
Portfolio Design Labs, LLC3,766$285K0.05%-1,90713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,755$284K0.01%+17913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,734$283K0.01%-2,13113F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,700$280K<0.01%+10013F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC3,694$280K0.24%013F-HRTimeline
Human Investing LLC3,661$277K0.04%+64813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,635$275K<0.01%013F-HRTimeline
MBE Wealth Management, LLC3,591$272K0.12%-99813F-HRTimeline
Lifelong Wealth Advisors, Inc.3,583$271K0.08%+113F-HRTimeline
National Wealth Management Group, LLC3,506$266K0.1%+9913F-HRTimeline
Pine Harbor Wealth Management, LLC3,460$262K0.08%013F-HRTimeline
SOA Wealth Advisors, LLC.3,416$259K0.04%+5813F-HRTimeline
Mariner, LLCin group Mariner, LLC3,132$237K<0.01%-16913F-HRTimelineGroup
West Wealth Group, LLC3,049$233K0.05%-7013F-HRTimeline
Venturi Wealth Management, LLC3,053$231K0.01%-5913F-HRTimeline
Valmark Advisers, Inc.2,991$227K<0.01%+17713F-HRTimeline
Quantinno Capital Management LP2,973$225K<0.01%013F-HRTimeline
Strategic Blueprint, LLC2,956$224K0.01%-52013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,897$219K<0.01%new13F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT2,763$209K<0.01%013F-HRTimeline
RKL Wealth Management LLC2,741$208K0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,730$207K<0.01%-22,38013F-HRTimelineGroup
Aufman Associates Inc2,728$207K0.12%013F-HRTimeline
NorthRock Partners, LLC2,689$204K<0.01%new13F-HRTimeline
Spectrum Planning & Advisory Services I…2,685$203K0.11%new13F-HRTimeline
AIRE ADVISORS, LLC2,676$203K0.04%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,613$198K0.03%013F-HRTimeline
GeoWealth Management, LLC2,575$195K0.01%-14,14213F-HRTimeline
Biltmore Family Office, LLC2,500$189K0.03%013F-HRTimeline
Keener Financial Planning LLC2,416$182K0.08%013F-HRTimeline
Milestone Investment Advisors LLC2,351$178K0.04%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,253$171K<0.01%-34,18613F-HRTimelineGroup
Rossmore Private Capital2,218$168K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,987$150K0.02%-12113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,663$126K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,563$118K<0.01%-1,02213F-HRTimeline
RAELIPSKIE PARTNERSHIP1,439$109K0.05%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,148$105K0.01%-90413F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC1,265$95.8K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,224$92.7K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,175$89K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC987$74.8K<0.01%-57013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/904$68.5K<0.01%-2,14113F-HRTimelineGroup
Hanson & Doremus Investment Management756$57K0.01%+1313F-HRTimeline
Rossby Financial, LCC678$51.8K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/679$51.5K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC635$48.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC622$47.1K0.02%013F-HRTimeline
Clarity Asset Management, Inc.515$39K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP344$25.8K<0.01%-14713F-HRTimelineGroup
Dunhill Financial, LLC255$19.3K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.254$19.2K0.02%013F-HR/ATimeline
BIRCHBROOK, INC.247$18.7K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV220$16.7K<0.01%-1,61613F-HRTimeline
CVA Family Office, LLC197$14.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC166$12.6K0.01%13F-HRTimeline
1 NORTH WEALTH SERVICES LLC130$9.85K<0.01%013F-HRTimeline
BFSG, LLC88$6.67K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC60$4.54K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC49$3.71K<0.01%+2013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…36$2.69K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…35$2.65K<0.01%013F-HRTimeline
IFP Advisors, Inc19$1.44K<0.01%-113F-HR/ATimeline
Strategic Wealth Partners, Ltd.16$1.24K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC13$980<0.01%-1713F-HRTimeline
Parallel Advisors, LLC11$833<0.01%013F-HRTimeline
Kilter Group LLC10$758<0.01%-12813F-HRTimeline
AE Wealth Management LLC7$530<0.01%-1,25413F-HRTimeline