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Disclosery

JXI ISHARES TR

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GLOB UTILITS ETF (fund)

61 managers (61 13F filers) reported a position in JXI shares at 2025-06-30, 701,105 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
61
13F filers
61
New
8
Added
25
Reduced
12
Sold out
4
Shares held by filers
701,105

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cambria Investment Management, L.P.119,149$8.79M0.59%-7,40813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY93,664$6.91M<0.01%+12,09513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,783$4.26M0.02%+40,33213F-HRTimelineGroup
LPL Financial LLC41,425$3.06M<0.01%+3,09613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,988$2.36M<0.01%+23013F-HRTimelineGroup
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP31,700$2.34M0.08%+1,50013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,668$1.97M<0.01%+3,67413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.26,270$1.94M0.01%-72513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,741$1.75M<0.01%+66913F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,207$1.71M0.04%+31513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,378$1.5M<0.01%-913F-HRTimelineGroup
Clearstead Advisors, LLC18,664$1.38M0.02%+10,56413F-HRTimeline
UBS Group AGin group UBS Group AG17,605$1.3M<0.01%+1,15813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,224$1.12M<0.01%-10,60713F-HRTimelineGroup
Cetera Investment Advisers11,084$818K<0.01%+1,23513F-HRTimeline
FSA WEALTH PARTNERS, INC.10,600$782K0.38%new13F-HRTimeline
Private Advisor Group, LLC9,821$724K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,186$678K<0.01%-1,82013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,957$661K<0.01%+1013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,876$581K<0.01%+4,05413F-HR/ATimelineGroup
LOM Asset Management Ltd7,692$567K0.19%13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,123$525K<0.01%+35813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,857$506K<0.01%-4,27113F-HRTimelineGroup
GLOBALT Investments LLC / GA6,234$460K0.02%-72313F-HRTimeline
Cresset Asset Management, LLC5,473$404K<0.01%-72113F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,238$386K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,000$369K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC4,727$349K<0.01%new13F-HRTimeline
NTV Asset Management LLC3,900$288K0.03%013F-HRTimeline
Gladstone Institutional Advisory LLC3,894$287K0.01%new13F-HRTimeline
Advisory Services Network, LLC3,593$270K<0.01%-40313F-HRTimeline
Cambridge Investment Research Advisors,…3,455$255K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC3,061$226K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning3,000$221K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.2,944$217K0.16%+40613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,542$188K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.2,546$188K0.01%+36813F-HRTimeline
Federation des caisses Desjardins du Qu…2,455$181K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,365$174K0.05%+10113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,253$165K<0.01%+28913F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,461$108K<0.01%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,115$82.1K<0.01%+1,01513F-HR/ATimelineGroup
Anchor Investment Management, LLC1,100$81.1K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,047$77.2K<0.01%+18913F-HRTimelineGroup
Bangor Savings Bank1,000$73.8K0.01%-15013F-HRTimeline
NFSG Corp750$55.3K0.01%013F-HRTimeline
COMERICA BANK698$51.5K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC628$46.3K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC614$45.3K0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.567$42K<0.01%013F-HRTimeline
NewEdge Advisors, LLC521$38.4K<0.01%+713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…425$31.4K<0.01%new13F-HRTimeline
CX Institutional318$23K<0.01%+19813F-HR/ATimeline
CWM, LLCin group CWM, LLC315$23K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC287$21.2K0.01%-6013F-HRTimeline
Addison Advisors LLC286$21.1K0.01%013F-HRTimeline
Allworth Financial LP285$21K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…281$20.7K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65$4.79K<0.01%+5313F-HRTimelineGroup
Creekmur Asset Management LLC0$21<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.