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Disclosery

DMXF ISHARES TR

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COM (fund)

244 managers (247 13F filers) reported a position in DMXF shares at 2026-03-31, 7,950,056 shares in all. 61 filers opened a position and 9 filers sold out during the quarter.

Managers
244
13F filers
247
New
61
Added
96
Reduced
37
Sold out
9
Shares held by filers
7,950,056

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding1,318,973$99.5M+1,305,033Timeline
BlackRock, Inc.in group BlackRock, Inc.840,981$63.5M<0.01%-3,80213F-HRTimelineGroup
IMA Advisory Services, Inc.736,635$55.5M5.42%+3,65513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO373,978$28.2M0.03%+16,41713F-HRTimelineGroup
LPL Financial LLC359,463$27.1M0.01%+274,43213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS237,333$17.9M9.4%+1,54213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO210,684$15.4M<0.01%+147,88813F-HR/ATimelineGroup
Allworth Financial LP178,041$13.4M0.05%+1,12113F-HRTimeline
RWA WEALTH PARTNERS, LLC149,197$11.3M0.12%+4,09113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…141,877$10.7M0.01%+88,49513F-HRTimelineGroup
Cetera Investment Advisers111,097$8.38M0.01%+71,02513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC107,325$8.1M0.06%new13F-HRTimelineGroup
Values Added Financial LLC106,524$8.04M3.38%+10,55713F-HRTimeline
BAILARD, INC.104,179$7.86M0.18%+14,31713F-HRTimeline
Accredited Investors Inc.84,629$6.39M0.34%+1,22013F-HRTimeline
Apella Capital, LLC75,723$6.22M0.09%new13F-HRTimeline
Financial Connections Group, Inc.75,280$5.68M1.97%-1,88913F-HRTimeline
Clearstead Advisors, LLC74,514$5.62M0.05%new13F-HRTimeline
Invera Wealth Advisors, LLC66,487$5.02M3.22%+1,16613F-HRTimeline
HighTower Advisors, LLC63,563$4.8M0.01%+1,11613F-HRTimeline
Balanced Rock Investment Advisors LLC62,331$4.7M3.3%+30713F-HRTimeline
REGATTA CAPITAL GROUP, LLC57,193$4.32M0.65%+2,92113F-HRTimeline
MML INVESTORS SERVICES, LLC55,834$4.21M0.01%+44,98713F-HRTimeline
CWM, LLCin group CWM, LLC55,675$4.2M0.01%+7,11313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,477$4.19M<0.01%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding54,750$4.13M-1,320Timeline
SeedSafe Financial LLC50,656$3.82M3.15%+7,69613F-HRTimeline
Walkner Condon Financial Advisors LLC49,039$3.7M0.49%+1,23713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,493$3.66M<0.01%+8,64913F-HRTimelineGroup
Modern Wealth Management, LLC47,067$3.61M0.06%+18,22613F-HRTimeline
TD Waterhouse Canada Inc.43,715$3.35M0.01%013F-HRTimeline
Atlantic Private Wealth, LLC44,188$3.33M2.18%+2,16613F-HRTimeline
FMR LLCin group FMR LLC43,330$3.27M<0.01%+2,63213F-HRTimelineGroup
Equita Financial Network, Inc.39,420$2.97M0.94%+99813F-HRTimeline
ALBION FINANCIAL GROUP /UT38,494$2.9M0.19%+4913F-HRTimeline
Janney Montgomery Scott LLC37,998$2.87M0.01%+31,59413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp34,315$2.59M0.01%+4,00013F-HRTimelineGroup
Decker Retirement Planning Inc.34,257$2.58M1.17%+3,08913F-HRTimeline
SOFI WEALTH, LLC33,590$2.53M0.12%+6,32013F-HRTimeline
Atwater Malick LLC33,203$2.51M0.68%+93013F-HRTimeline
Robertson Stephens Wealth Management, L…33,138$2.5M0.07%+19,12613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP33,053$2.49M<0.01%+1,02713F-HRTimelineGroup
Westfuller Advisors, LLC32,379$2.44M1.05%013F-HRTimeline
Arjuna Capital31,078$2.34M0.6%+1,84013F-HRTimeline
NorthRock Partners, LLC30,772$2.32M0.04%+2,46513F-HRTimeline
Beacon Pointe Advisors, LLC30,298$2.29M0.01%+15,33613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,546$2.23M<0.01%-31413F-HRTimelineGroup
One Wealth Advisors, LLC29,406$2.22M0.28%+15,09613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC29,397$2.22M<0.01%+27,36113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,494$2.12M<0.01%-1,06613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC26,140$1.97M0.01%-1,33913F-HRTimelineGroup
Integrated Wealth Concepts LLC25,372$1.91M0.02%+19,90913F-HRTimeline
XY Planning Network, Inc.24,815$1.9M0.3%+79613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,880$1.8M<0.01%+3,06113F-HR/ATimelineGroup
Archer Investment Management, LLC23,526$1.78M0.75%new13F-HRTimeline
OneDigital Investment Advisors LLC23,434$1.77M0.02%+11,68813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,119$1.67M<0.01%-76013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,975$1.66M<0.01%-1,81313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,227$1.6M<0.01%+92913F-HRTimeline
Cambridge Investment Research Advisors,…21,190$1.6M<0.01%+12,40113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/20,670$1.56M0.27%+1,22013F-HRTimeline
Opes Wealth Management LLC20,590$1.55M0.27%+62013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,113$1.52M<0.01%+36913F-HRTimelineGroup
Shotwell Rutter Baer Inc19,663$1.48M0.87%+4513F-HRTimeline
First Pacific Financial19,292$1.46M0.19%-3713F-HRTimeline
Plancorp, LLC18,163$1.44M0.04%013F-HRTimeline
WARNER FINANCIAL, INC18,583$1.4M0.48%+3,26413F-HRTimeline
Sanctuary Advisors, LLC18,517$1.4M0.01%+10,90113F-HRTimeline
GeoWealth Management, LLC18,242$1.38M0.05%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,183$1.37M<0.01%+9,56113F-HRTimelineGroup
Revolve Wealth Partners, LLC18,137$1.37M0.18%-10513F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC16,910$1.28M1.25%+55913F-HRTimeline
Horst & Graben Wealth Management LLC15,788$1.27M0.17%new13F-HRTimeline
Creative Planningin group Creative Planning16,628$1.25M<0.01%-38213F-HRTimelineGroup
Merit Financial Group, LLC16,496$1.24M0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,071$1.21M<0.01%new13F-HRTimelineGroup
Cornerstone Financial Management LLC15,937$1.2M1.1%+13613F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,872$1.19M0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,143$1.14M<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC15,072$1.14M0.02%+4,09313F-HRTimeline
GTS SECURITIES LLC14,942$1.13M0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,792$1.11M0.01%new13F-HRTimelineGroup
Sharkey, Howes & Javer14,610$1.1M0.15%new13F-HRTimeline
Farther Finance Advisors, LLC14,020$1.07M0.01%+83713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,941$1.05M<0.01%+4,87813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,662$1.03M0.01%+2,82213F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO13,467$1.02M0.11%+16013F-HRTimeline
VERITY Wealth Advisors13,336$1.01M0.67%+7013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC13,209$997K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,861$970K<0.01%+6,50113F-HRTimelineGroup
Moors & Cabot, Inc.12,837$969K0.04%+12113F-HRTimeline
Ally Invest Advisors Inc.12,510$944K0.06%+16613F-HRTimeline
DIVERSIFIED TRUST CO12,276$926K0.02%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,815$891K-1,121Timeline
SigFig Wealth Management, LLC11,780$889K0.03%-221,36813F-HRTimeline
Orion Porfolio Solutions, LLC11,648$879K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…11,575$873K<0.01%+7,04713F-HRTimeline
Urban Financial Advisory Corp10,606$800K0.28%013F-HRTimeline
Magnus Financial Group LLC10,524$794K0.06%-15513F-HRTimeline
NewEdge Advisors, LLC10,490$791K<0.01%-14,70613F-HR/ATimeline
MGO ONE SEVEN LLC10,045$758K0.02%new13F-HRTimeline
Skyline Advisors, Inc.9,892$746K0.26%-28913F-HRTimeline
Mariner, LLCin group Mariner, LLC9,823$741K<0.01%+3,49213F-HRTimelineGroup
Davis Wealth Advisors, LLC9,582$723K0.6%new13F-HRTimeline
JMG Financial Group, Ltd.9,229$696K0.02%+3913F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,155$691K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,087$686K<0.01%+2,16913F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…8,232$621K0.11%+1613F-HRTimeline
Optas, LLC8,094$611K0.09%+3,42313F-HRTimeline
MAI Capital Management8,019$605K<0.01%+5213F-HRTimeline
MA Private Wealth7,997$603K0.1%013F-HRTimeline
Klaas Financial Asset Advisors, LLC7,824$590K0.08%-37,79013F-HRTimeline
RFG Advisory, LLC7,648$577K0.01%+4,76613F-HRTimeline
Stewardship Advisors, LLC7,113$537K0.12%+13313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,965$526K<0.01%-413F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…6,881$519K0.16%new13F-HRTimeline
Avise Financial Cooperative, Inc.6,732$508K0.42%-1813F-HRTimeline
Betterment LLC6,635$501K<0.01%-2,25413F-HRTimeline
World Investment Advisors6,390$482K0.01%new13F-HRTimeline
Private Advisor Group, LLC6,390$482K<0.01%+1,18613F-HRTimeline
Gateway Wealth Partners, LLC6,195$467K0.02%new13F-HRTimeline
Ariadne Wealth Management, LP6,159$465K0.21%-10013F-HRTimeline
Haverford Trust Co6,054$457K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC6,051$457K<0.01%+7213F-HRTimeline
Golden State Wealth Management, LLC6,017$454K0.05%+1513F-HRTimeline
Pathway Financial Advisors LLC5,934$451K0.06%013F-HRTimeline
WEALTH ALLIANCE, LLC5,899$445K0.04%new13F-HRTimeline
Central Pacific Bank - Trust Division5,853$442K0.06%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,767$435K0.01%new13F-HRTimeline
Financially in Tune, LLC5,760$435K0.37%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,608$423K0.02%+21313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC5,545$418K0.01%+1,40213F-HRTimelineGroup
Regal Investment Advisors LLC5,411$408K0.02%new13F-HRTimeline
OpenArc Corporate Advisory, LLC5,379$406K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,240$395K0.01%+1,49113F-HRTimelineGroup
Connecticut Wealth Management, LLC4,761$359K0.02%+32713F-HRTimeline
Sage Financial Management Group, Inc.4,574$345K0.11%-25613F-HRTimeline
Main Street Financial Solutions, LLC4,388$331K0.02%-19313F-HRTimeline
National Wealth Management Group, LLC4,359$329K0.12%+83013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,262$322K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC4,124$313K0.01%-58213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,930$312K0.14%new13F-HRTimeline
Composition Wealth, LLC4,105$310K<0.01%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,100$309K<0.01%-20013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC4,000$302K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC3,970$300K0.01%+113F-HRTimeline
PFG Investments, LLC3,933$297K0.01%+1,02413F-HRTimeline
LifePlan Investment Advisors, Inc.3,876$292K0.11%new13F-HRTimeline
Savvy Advisors, Inc.3,866$292K0.01%-18013F-HRTimeline
WEALTHGARDEN F.S. LLC3,847$290K0.2%new13F-HRTimeline
Keystone Financial Services3,847$290K0.09%new13F-HRTimeline
Navigation Group, LLC3,832$289K0.07%13F-HRTimeline
Belpointe Asset Management LLC3,776$285K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC3,776$285K0.04%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,776$285K0.12%013F-HRTimeline
Atria Investments, Inc3,767$284K<0.01%new13F-HRTimeline
Portfolio Design Labs, LLC3,766$284K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,635$274K<0.01%013F-HRTimeline
Human Investing LLC3,607$272K0.04%-2713F-HRTimeline
&PARTNERS3,540$267K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,497$264K0.01%new13F-HR/ATimelineGroup
Pine Harbor Wealth Management, LLC3,460$261K0.08%013F-HRTimeline
SOA Wealth Advisors, LLC.3,429$259K0.05%013F-HRTimeline
RCS Financial Planning, LLC3,396$256K0.13%new13F-HRTimeline
Hoxton Planning & Management, LLC3,388$256K0.08%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,280$247K0.05%013F-HRTimeline
Freedom Investment Management, Inc.3,105$234K0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,028$228K<0.01%new13F-HRTimelineGroup
West Wealth Group, LLC3,007$227K0.04%-7813F-HRTimeline
THEORY FINANCIAL LLC3,000$226K0.08%new13F-HRTimeline
Valmark Advisers, Inc.2,991$226K<0.01%013F-HRTimeline
Quantinno Capital Management LP2,973$224K<0.01%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,874$217K0.03%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,741$216K<0.01%new13F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co2,859$216K0.01%new13F-HRTimeline
RKL Wealth Management LLC2,833$214K0.02%013F-HRTimeline
Aufman Associates Inc2,819$213K0.1%013F-HRTimeline
Cornerstone Planning Group LLC2,602$210K0.03%new13F-HRTimeline
J. Mark Nickell & Co.2,775$209K0.19%013F-HR/ATimeline
ZACKS INVESTMENT MANAGEMENT2,763$208K<0.01%013F-HRTimeline
AIRE ADVISORS, LLC2,692$203K0.04%013F-HRTimeline
Godfrey Financial Associates, Inc.2,566$194K0.17%+15513F-HRTimeline
Arax Advisory Partners2,502$189K0.01%-16513F-HRTimeline
Biltmore Family Office, LLC2,500$189K0.03%013F-HRTimeline
Milestone Investment Advisors LLC2,335$176K0.04%013F-HRTimeline
Rossmore Private Capital2,218$167K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,152$162K<0.01%new13F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC2,095$158K<0.01%-3,60513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,142$156K<0.01%+1,77913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,002$151K<0.01%+3813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,993$150K<0.01%+85913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,815$137K0.01%+24313F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,765$133K0.01%-1,14613F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,702$128K0.02%-65313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,683$127K<0.01%-31,32613F-HRTimelineGroup
Gen-Wealth Partners Inc1,643$124K0.04%new13F-HRTimeline
CDKV HOLDINGS LLC1,485$112K0.1%013F-HRTimeline
Acropolis Investment Management, LLC1,440$109K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,438$108K<0.01%+1,43113F-HRTimeline
RAELIPSKIE PARTNERSHIP1,354$102K0.04%013F-HRTimeline