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Disclosery

JXI ISHARES TR

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GLOB UTILITS ETF (fund)

56 managers (56 13F filers) reported a position in JXI shares at 2025-03-31, 623,851 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
56
13F filers
56
New
9
Added
9
Reduced
22
Sold out
5
Shares held by filers
623,851

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cambria Investment Management, L.P.126,557$8.74M0.61%+80913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY81,569$5.64M<0.01%-16,78913F-HRTimelineGroup
LPL Financial LLC38,329$2.65M<0.01%-3,74113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,758$2.19M<0.01%+3,12413F-HRTimelineGroup
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP30,200$2.09M0.08%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.26,995$1.87M0.01%-65413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,831$1.78M<0.01%-11,45713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,072$1.59M<0.01%-2,31213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,994$1.59M<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,892$1.58M0.04%-29613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,387$1.41M<0.01%-95913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,451$1.21M0.01%-44,76813F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,447$1.14M<0.01%-42,70413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,231$845K<0.01%new13F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,128$769K<0.01%+3,13913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,006$760K<0.01%+23213F-HRTimelineGroup
Cetera Investment Advisers9,849$680K<0.01%-13513F-HRTimeline
Family Firm, Inc.9,460$654K0.15%+113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,947$618K<0.01%+22913F-HRTimeline
Clearstead Advisors, LLC8,100$560K0.01%new13F-HRTimeline
GLOBALT Investments LLC / GA6,957$481K0.02%-74213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,765$467K<0.01%-6413F-HRTimelineGroup
Cresset Asset Management, LLC6,194$428K<0.01%-1,67913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,000$345K<0.01%013F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,754$328K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC3,996$276K0.01%-1,71613F-HRTimeline
NTV Asset Management LLC3,900$269K0.04%-30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,822$264K<0.01%-7,93113F-HRTimelineGroup
Creative Planningin group Creative Planning3,000$207K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,542$176K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.2,538$175K0.15%+1,82713F-HR/ATimeline
Federation des caisses Desjardins du Qu…2,455$170K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,264$156K0.05%013F-HRTimeline
SBI Securities Co., Ltd.2,178$150K0.01%+12013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,964$135K<0.01%+96813F-HR/ATimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,457$101K<0.01%013F-HRTimeline
Bangor Savings Bank1,150$79.5K0.01%-20013F-HRTimeline
Anchor Investment Management, LLC1,100$76K0.01%-2013F-HRTimeline
FMR LLCin group FMR LLC858$59.3K<0.01%-14613F-HRTimelineGroup
NFSG Corp750$51.8K0.01%013F-HRTimeline
COMERICA BANK698$48.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC628$43.4K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC613$42.4K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.567$39.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC514$35.5K<0.01%013F-HRTimeline
Front Row Advisors LLC347$24K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC315$22K<0.01%013F-HRTimelineGroup
Allworth Financial LP285$20.1K<0.01%new13F-HRTimeline
Addison Advisors LLC286$19.8K0.01%-5313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…281$19.4K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC237$16.4K<0.01%-46113F-HR/ATimeline
CX Institutional120$8K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$6.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12$829<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC1$62<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.