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Disclosery

DMXF ISHARES TR

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COM (fund)

194 managers (196 13F filers) reported a position in DMXF shares at 2025-12-31, 5,433,298 shares in all. 15 filers opened a position and 18 filers sold out during the quarter.

Managers
194
13F filers
196
New
15
Added
86
Reduced
53
Sold out
18
Shares held by filers
5,433,298

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.844,783$63.5M<0.01%+22,76213F-HRTimelineGroup
IMA Advisory Services, Inc.732,980$55M5.29%+1,58213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO357,561$26.9M0.03%+30,10713F-HRTimelineGroup
SBE LLC DBA CEDAR COVE WEALTH PARTNERS235,791$17.7M9.26%13F-HRTimeline
SigFig Wealth Management, LLC233,148$17.5M0.52%+6,43213F-HRTimeline
Allworth Financial LP176,920$13.3M0.05%-2,16313F-HRTimeline
RWA WEALTH PARTNERS, LLC145,106$10.9M0.12%+14,63513F-HRTimeline
Values Added Financial LLC95,967$7.21M3.05%+6,92713F-HRTimeline
BAILARD, INC.89,862$6.75M0.15%+11,44713F-HRTimeline
LPL Financial LLC85,031$6.39M<0.01%+24,86713F-HRTimeline
Accredited Investors Inc.83,409$6.27M0.33%+3,71213F-HRTimeline
Financial Connections Group, Inc.77,169$5.8M1.99%+77113F-HRTimeline
Invera Wealth Advisors, LLC65,321$4.91M3.1%-1,36013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,796$4.72M<0.01%-6,22213F-HRTimelineGroup
HighTower Advisors, LLC62,447$4.69M0.01%-6,21213F-HRTimeline
Balanced Rock Investment Advisors LLC62,024$4.66M3.31%+35713F-HRTimeline
FLOW TRADERS U.S. LLC58,319$4.38M0.14%-160,86213F-HRTimeline
UBS Group AGgroup of 2 filers holding56,070$4.21M+543Timeline
REGATTA CAPITAL GROUP, LLC54,272$4.08M0.62%+4,64713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,382$4.01M0.01%-4,34513F-HRTimelineGroup
CWM, LLCin group CWM, LLC48,562$3.65M0.01%+2,20613F-HRTimelineGroup
Walkner Condon Financial Advisors LLC47,802$3.59M0.5%+3,92013F-HRTimeline
Klaas Financial Asset Advisors, LLC45,614$3.43M0.5%-2,03413F-HRTimeline
TD Waterhouse Canada Inc.43,715$3.28M0.02%013F-HRTimeline
SeedSafe Financial LLC42,960$3.23M2.86%13F-HRTimeline
Atlantic Private Wealth, LLC42,022$3.16M2.02%+1513F-HRTimeline
FMR LLCin group FMR LLC40,698$3.06M<0.01%-3,82013F-HRTimelineGroup
Cetera Investment Advisers40,072$3.01M<0.01%+75113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,844$3M<0.01%-3,68813F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT38,445$2.89M0.18%-1,19613F-HRTimeline
Equita Financial Network, Inc.38,422$2.89M0.87%+1,07613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/33,009$2.48M<0.01%+32,10513F-HRTimelineGroup
Westfuller Advisors, LLC32,379$2.43M0.98%+1,04913F-HRTimeline
Atwater Malick LLC32,273$2.43M0.67%+45513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,026$2.41M<0.01%-2,26413F-HR/ATimelineGroup
Decker Retirement Planning Inc.31,168$2.34M1.16%+2,79813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp30,315$2.28M0.01%+5,30013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,860$2.24M<0.01%-3,25113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,560$2.22M<0.01%+26,83013F-HRTimelineGroup
Arjuna Capital29,238$2.2M0.54%013F-HRTimeline
Modern Wealth Management, LLC28,841$2.17M0.04%+8,53613F-HRTimeline
NorthRock Partners, LLC28,307$2.13M0.04%+25,61813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,479$2.07M0.01%-84713F-HRTimelineGroup
SOFI WEALTH, LLC27,270$2.05M0.1%+4,84213F-HRTimeline
NewEdge Advisors, LLC25,196$1.89M0.01%+28513F-HRTimeline
XY Planning Network, Inc.24,019$1.81M0.31%+3,18213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,788$1.79M<0.01%+89213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,879$1.72M<0.01%+1,04313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20,819$1.56M<0.01%+1,83113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,298$1.53M<0.01%-7,68613F-HRTimeline
Shotwell Rutter Baer Inc19,618$1.51M0.91%+27213F-HRTimeline
Opes Wealth Management LLC19,970$1.5M0.25%+15013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,744$1.48M<0.01%-47,89013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/19,450$1.46M0.26%013F-HRTimeline
First Pacific Financial19,329$1.45M0.19%-74213F-HRTimeline
Revolve Wealth Partners, LLC18,242$1.37M0.16%+99313F-HRTimeline
Plancorp, LLC18,163$1.37M0.04%013F-HRTimeline
Creative Planningin group Creative Planning17,010$1.28M<0.01%+1,16213F-HRTimelineGroup
FIGURE 8 INVESTMENT STRATEGIES LLC16,351$1.23M1.09%+6,13013F-HRTimeline
Cornerstone Financial Management LLC15,801$1.19M1.12%13F-HR/ATimeline
WARNER FINANCIAL, INC15,319$1.15M0.4%+1,31213F-HRTimeline
Beacon Pointe Advisors, LLC14,962$1.12M0.01%+1,28113F-HRTimeline
One Wealth Advisors, LLC14,310$1.08M0.13%-2,61913F-HRTimeline
Robertson Stephens Wealth Management, L…14,012$1.05M0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,940$1.05M<0.01%-9,46113F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO13,307$1M0.13%new13F-HRTimeline
VERITY Wealth Advisors13,266$997K0.62%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC13,209$993K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC13,183$991K0.01%+1,67113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding12,936$972K+47Timeline
Moors & Cabot, Inc.12,716$956K0.04%+58213F-HRTimeline
Ally Invest Advisors Inc.12,344$928K0.06%-1,06813F-HRTimeline
DIVERSIFIED TRUST CO12,276$923K0.02%+1,39013F-HRTimeline
OneDigital Investment Advisors LLC11,746$883K0.01%-1,86513F-HRTimeline
Perigon Wealth Management, LLC10,979$825K0.01%-1,16313F-HRTimeline
MML INVESTORS SERVICES, LLC10,847$815K<0.01%+55713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,840$815K0.01%+94513F-HRTimelineGroup
Magnus Financial Group LLC10,679$803K0.06%+27913F-HRTimeline
Urban Financial Advisory Corp10,606$797K0.31%+34313F-HRTimeline
Skyline Advisors, Inc.10,181$765K0.26%-1,08113F-HRTimeline
JMG Financial Group, Ltd.9,190$691K0.02%-4613F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,155$688K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,063$681K<0.01%013F-HRTimelineGroup
Betterment LLC8,889$668K<0.01%-36013F-HRTimeline
Cambridge Investment Research Advisors,…8,789$661K<0.01%-1,68713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,622$648K<0.01%013F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…8,216$618K0.11%-1,49113F-HRTimeline
MA Private Wealth7,997$601K0.1%+3613F-HRTimeline
MAI Capital Management7,967$599K<0.01%+24113F-HRTimeline
Sanctuary Advisors, LLC7,616$572K<0.01%+11113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,592$571K0.03%+30813F-HRTimeline
Stewardship Advisors, LLC6,980$525K0.12%+35213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,969$524K<0.01%+22613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,918$520K<0.01%-83,51613F-HR/ATimelineGroup
Ariadne Wealth Management, LP6,259$508K0.21%+4713F-HRTimeline
Avise Financial Cooperative, Inc.6,750$507K0.46%13F-HRTimeline
Janney Montgomery Scott LLC6,404$481K<0.01%-213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,360$478K<0.01%-3,11613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,331$476K<0.01%+3,19913F-HRTimelineGroup
Pathway Financial Advisors LLC5,934$460K0.06%+35113F-HRTimeline
Haverford Trust Co6,054$455K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC6,002$451K0.05%+4213F-HRTimeline
Aptus Capital Advisors, LLC5,979$449K<0.01%+7013F-HRTimeline
Central Pacific Bank - Trust Division5,853$440K0.05%+61413F-HRTimeline
Financially in Tune, LLC5,760$433K0.4%13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC5,700$428K<0.01%-1,30013F-HRTimelineGroup
Integrated Wealth Concepts LLC5,463$411K<0.01%-18,01013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,395$405K0.02%new13F-HRTimelineGroup
Private Advisor Group, LLC5,204$391K<0.01%+13513F-HRTimeline
Sage Financial Management Group, Inc.4,830$363K0.11%+2613F-HRTimeline
CoreCap Advisors, LLC4,706$354K0.01%+18013F-HRTimeline
Optas, LLC4,671$351K0.05%-2613F-HRTimeline
Main Street Financial Solutions, LLC4,581$344K0.03%-1,77713F-HRTimeline
Steward Partners Investment Advisory, L…4,528$340K<0.01%-1,19513F-HRTimeline
Connecticut Wealth Management, LLC4,434$333K0.01%+38913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,300$323K<0.01%+60013F-HRTimelineGroup
Humankind Investments LLC4,298$323K0.14%+8913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,143$311K0.01%-4713F-HRTimelineGroup
Composition Wealth, LLC4,105$309K<0.01%+3613F-HRTimeline
Savvy Advisors, Inc.4,046$304K0.01%+10213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,969$298K0.01%+21413F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,776$284K0.13%new13F-HRTimeline
Portfolio Design Labs, LLC3,766$283K0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,749$282K0.01%+1513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,635$273K<0.01%013F-HRTimeline
Human Investing LLC3,634$273K0.04%-2713F-HRTimeline
National Wealth Management Group, LLC3,529$265K0.09%+2313F-HRTimeline
Pine Harbor Wealth Management, LLC3,460$260K0.08%013F-HRTimeline
SOA Wealth Advisors, LLC.3,429$258K0.04%+1313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,292$255K<0.01%-1,47313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,280$247K0.05%new13F-HRTimeline
West Wealth Group, LLC3,085$232K0.05%+3613F-HRTimeline
Venturi Wealth Management, LLC3,049$229K0.01%-413F-HRTimeline
Valmark Advisers, Inc.2,991$225K<0.01%013F-HRTimeline
Quantinno Capital Management LP2,973$223K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,911$219K0.04%new13F-HRTimelineGroup
PFG Investments, LLC2,909$219K0.01%new13F-HRTimeline
MBE Wealth Management, LLC2,883$217K0.09%-70813F-HRTimeline
RFG Advisory, LLC2,882$217K<0.01%-5,24513F-HRTimeline
RKL Wealth Management LLC2,833$213K0.02%+9213F-HRTimeline
Aufman Associates Inc2,819$212K0.11%+9113F-HRTimeline
J. Mark Nickell & Co.2,775$209K0.19%13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,763$208K<0.01%013F-HRTimeline
AIRE ADVISORS, LLC2,692$202K0.04%+1613F-HRTimeline
Spectrum Planning & Advisory Services I…2,687$202K0.1%+213F-HRTimeline
Arax Advisory Partners2,667$200K0.01%new13F-HRTimeline
Biltmore Family Office, LLC2,500$188K0.03%013F-HRTimeline
Godfrey Financial Associates, Inc.2,411$181K0.16%13F-HRTimeline
Physician Wealth Advisors, Inc.2,355$177K0.02%-25813F-HRTimeline
Milestone Investment Advisors LLC2,335$175K0.04%-1613F-HRTimeline
Rossmore Private Capital2,218$167K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,036$153K<0.01%-21713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,964$148K<0.01%+78913F-HRTimelineGroup
Litman Gregory Wealth Management LLC1,816$136K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,572$136K0.01%+42413F-HRTimelineGroup
CDKV HOLDINGS LLC1,485$112K0.09%13F-HRTimeline
RAELIPSKIE PARTNERSHIP1,354$102K0.04%-8513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,265$95.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,134$85.2K<0.01%-42913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,098$82.5K<0.01%-56513F-HR/ATimelineGroup
Armor Investment Advisors, LLC991$74.5K0.03%new13F-HRTimeline
Dunhill Financial, LLC831$62.5K0.02%+57613F-HRTimeline
Hanson & Doremus Investment Management769$58K0.01%+1313F-HRTimeline
Rossby Financial, LCC678$51K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/679$50.9K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC622$46.8K0.02%013F-HRTimeline
Clarity Asset Management, Inc.532$40K0.02%+1713F-HRTimeline
SHP Wealth Management478$35.9K<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.446$33.5K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.419$31.5K0.03%+16513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP363$27.3K<0.01%+1913F-HRTimelineGroup
BIRCHBROOK, INC.304$22.8K0.01%+5713F-HRTimeline
Sankala Group LLC203$16.6K0.01%13F-HRTimeline
CVA Family Office, LLC197$14.8K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC180$14K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC172$12.9K<0.01%-81513F-HRTimeline
Noble Wealth Management PBC166$12.5K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC130$9.77K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC116$8.72K<0.01%new13F-HRTimeline
BFSG, LLC88$6.62K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC60$4.51K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC58$4.36K<0.01%+913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV51$3.83K<0.01%-16913F-HRTimeline
Federation des caisses Desjardins du Qu…35$2.63K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…28$2.14K<0.01%-813F-HRTimelineGroup
IFP Advisors, Inc20$1.5K<0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16$1.2K<0.01%new13F-HRTimeline
Larson Financial Group LLC13$977<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC12$902<0.01%new13F-HRTimeline
Parallel Advisors, LLC11$827<0.01%013F-HRTimeline
Kilter Group LLC10$752<0.01%013F-HRTimeline
AE Wealth Management LLC7$526<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$379<0.01%-813F-HRTimeline
Strategic Wealth Partners, Ltd.0$26<0.01%-1613F-HRTimelineAmount filed as zero, left out of ratios.