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Disclosery

JXI ISHARES TR

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GLOB UTILITS ETF (fund)

65 managers (65 13F filers) reported a position in JXI shares at 2025-09-30, 808,289 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
65
New
10
Added
19
Reduced
22
Sold out
4
Shares held by filers
808,289

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.117,352$9.11M0.55%-1,79713F-HR/ATimeline
BARINGS LLCin group BARINGS LLC102,707$7.98M0.15%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY88,725$6.89M<0.01%-4,93913F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,723$4.09M0.01%+37,49913F-HRTimelineGroup
LPL Financial LLC42,921$3.33M<0.01%+1,49613F-HRTimeline
Cetera Investment Advisers33,915$2.63M<0.01%+22,83113F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP29,600$2.3M0.07%-2,10013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,911$2.17M<0.01%+1,24313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,704$2.15M<0.01%-4,28413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,028$1.79M<0.01%+2,65013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,809$1.69M<0.01%-1,93213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,378$1.66M0.04%-1,82913F-HRTimelineGroup
UBS Group AGin group UBS Group AG18,583$1.44M<0.01%+97813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,136$1.33M0.01%-40,64713F-HRTimelineGroup
NAPA WEALTH MANAGEMENT13,609$1.06M0.5%new13F-HRTimeline
Clearstead Advisors, LLC12,885$1M0.01%-5,77913F-HRTimeline
Private Advisor Group, LLC9,886$768K<0.01%+6513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,288$721K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,035$702K<0.01%+7813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,299$645K<0.01%-88713F-HRTimelineGroup
LOM Asset Management Ltd8,056$626K0.19%+36413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,254$563K<0.01%+13113F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,246$563K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC7,021$545K0.02%+3,96013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,851$532K<0.01%-613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,508$505K<0.01%+1,27013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,709$504K<0.01%-1,16713F-HRTimelineGroup
GLOBALT Investments LLC / GA5,894$458K0.02%-34013F-HRTimeline
Eagle Strategies LLC5,242$407K0.05%new13F-HRTimeline
Janney Montgomery Scott LLC5,052$392K<0.01%+32513F-HRTimeline
Advisory Services Network, LLC4,268$331K<0.01%+67513F-HRTimeline
Nova Wealth Management, Inc.4,252$330K0.23%+1,30813F-HRTimeline
Cresset Asset Management, LLC4,191$325K<0.01%-1,28213F-HR/ATimeline
NTV Asset Management LLC3,900$303K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,839$296K<0.01%+1,58613F-HRTimelineGroup
Creative Planningin group Creative Planning3,409$265K<0.01%+40913F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,249$252K<0.01%-20613F-HRTimeline
Milestone Asset Management Group, LLC2,750$214K0.13%new13F-HRTimeline
IEQ CAPITAL, LLC2,600$202K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,542$197K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,455$191K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,365$184K0.05%013F-HRTimeline
SBI Securities Co., Ltd.2,224$173K<0.01%-32213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,400$109K<0.01%-6113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,396$108K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,207$93.7K<0.01%+16013F-HRTimelineGroup
Anchor Investment Management, LLC1,100$85.4K0.01%013F-HRTimeline
Bangor Savings Bank965$74.9K0.01%-3513F-HRTimeline
NFSG Corp750$58.2K0.01%013F-HRTimeline
COMERICA BANK698$54.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC628$48.8K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC577$44.8K<0.01%-3713F-HRTimeline
TD Waterhouse Canada Inc.567$44.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC554$43K<0.01%+3313F-HRTimeline
CWM, LLCin group CWM, LLC315$25K<0.01%013F-HRTimelineGroup
CX Institutional307$24K<0.01%-1113F-HRTimeline
Addison Advisors LLC286$22.2K0.01%013F-HRTimeline
Allworth Financial LP285$22.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…281$21.8K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC257$20K0.01%-3013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC220$17K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$7.76K<0.01%-1,01513F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC13$1K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12$932<0.01%-5313F-HRTimelineGroup
Creekmur Asset Management LLC0$22<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.