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Disclosery

JXI ISHARES TR

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GLOB UTILITS ETF (fund)

52 managers (52 13F filers) reported a position in JXI shares at 2024-12-31, 687,215 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
52
13F filers
52
New
3
Added
18
Reduced
16
Sold out
7
Shares held by filers
687,215

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Cambria Investment Management, L.P.125,748$8.07M0.49%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY98,358$6.31M<0.01%+16,74613F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC62,219$3.99M0.02%+47,26713F-HRTimelineGroup
UBS Group AGin group UBS Group AG59,151$3.79M<0.01%+40,13813F-HRTimelineGroup
LPL Financial LLC42,070$2.7M<0.01%-35,90413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,288$2.39M<0.01%+6,49513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC28,634$1.84M<0.01%+6,30313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.27,649$1.77M0.01%-21013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,384$1.63M<0.01%-1,40313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,188$1.49M0.04%+41513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,346$1.37M<0.01%+2,43413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,753$754K<0.01%+4,02913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,774$691K<0.01%-1,02213F-HRTimelineGroup
Cetera Investment Advisers9,984$640K<0.01%+413F-HRTimeline
Family Firm, Inc.9,459$607K0.13%-97413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,718$559K<0.01%+27313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE8,060$517K<0.01%+5,76013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,989$512K<0.01%-66813F-HRTimelineGroup
Cresset Asset Management, LLC7,873$505K<0.01%-3,93413F-HRTimeline
GLOBALT Investments LLC / GA7,699$494K0.02%-18613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,829$438K<0.01%+24013F-HRTimelineGroup
Slow Capital, Inc.5,934$381K0.05%-25813F-HRTimeline
Advisory Services Network, LLC5,712$366K0.01%-22713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,000$321K<0.01%013F-HRTimelineGroup
NTV Asset Management LLC4,200$269K0.04%-50013F-HRTimeline
Cambridge Investment Research Advisors,…3,278$210K<0.01%+313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,542$163K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,455$157K<0.01%-4013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,264$145K0.05%-17913F-HRTimeline
SBI Securities Co., Ltd.2,058$132K<0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,457$93.4K<0.01%+513F-HR/ATimeline
Bangor Savings Bank1,350$86.6K0.01%-14513F-HRTimeline
Anchor Investment Management, LLC1,120$71.8K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,004$64.4K<0.01%+3413F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC1,000$64.2K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP996$63.9K<0.01%+43613F-HRTimelineGroup
NFSG Corp750$48.1K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.711$45.6K0.04%13F-HRTimeline
COMERICA BANK698$44.8K<0.01%013F-HR/ATimeline
GAMMA Investing LLC698$44.8K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC628$40.3K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC613$39.3K0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.567$36.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC514$33K<0.01%-14813F-HRTimeline
Front Row Advisors LLC347$22.3K0.01%013F-HRTimeline
Addison Advisors LLC339$21.7K0.01%-10513F-HRTimeline
CWM, LLCin group CWM, LLC315$20K<0.01%+413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…281$18K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…100$6.55K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$6.42K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC10$642<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$57<0.01%013F-HRTimeline