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Disclosery

JXI ISHARES TR

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GLOB UTILITS ETF (fund)

76 managers (77 13F filers) reported a position in JXI shares at 2025-12-31, 1,011,005 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
76
13F filers
77
New
16
Added
26
Reduced
16
Sold out
3
Shares held by filers
1,011,005

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC120,786$9.5M<0.01%+77,86513F-HRTimeline
Cambria Investment Management, L.P.116,246$9.14M0.53%-1,10613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY108,707$8.55M<0.01%+19,98213F-HR/ATimelineGroup
BARINGS LLCin group BARINGS LLC102,707$8.08M0.15%013F-HRTimelineGroup
GUARDIAN CAPITAL LPgroup of 2 filers holding80,700$6.34M+51,100Timeline
Cetera Investment Advisers33,480$2.63M<0.01%-43513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA29,880$2.36M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,597$2.33M<0.01%+1,68613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC28,573$2.25M<0.01%+86913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,850$1.95M<0.01%+1,82213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,295$1.75M0.04%+91713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,583$1.62M<0.01%-32,14013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,251$1.59M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,467$1.53M<0.01%-2,34213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,723$1.39M0.01%+58713F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,279$1.36M<0.01%-1,30413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,402$1.29M<0.01%+8,10313F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG12,070$949K0.02%new13F-HRTimelineGroup
HRT FINANCIAL LP11,681$918K<0.01%new13F-HRTimeline
Private Advisor Group, LLC9,887$778K<0.01%+113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,556$752K0.01%+3,04813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,342$735K<0.01%+30713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,092$715K<0.01%-19613F-HRTimelineGroup
Janney Montgomery Scott LLC9,056$712K<0.01%+4,00413F-HRTimeline
Beacon Pointe Advisors, LLC8,653$681K<0.01%new13F-HRTimeline
LOM Asset Management Ltd8,221$647K0.19%+16513F-HRTimeline
Steward Partners Investment Advisory, L…7,876$619K<0.01%+63013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,001$551K<0.01%-25313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,743$530K<0.01%+3413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,127$482K<0.01%+6,11513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…5,791$455K<0.01%+2,54213F-HRTimeline
GLOBALT Investments LLC / GA5,753$452K0.02%-14113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,650$444K<0.01%+1,81113F-HRTimelineGroup
Eagle Strategies LLC5,242$412K0.05%013F-HRTimeline
Financial & Tax Architects, LLC5,150$405K0.09%new13F-HRTimeline
Nova Wealth Management, Inc.4,775$376K0.26%+52313F-HRTimeline
Sightline Wealth Advisors, LLC4,681$368K0.16%new13F-HRTimeline
Advisory Services Network, LLC4,188$329K<0.01%-8013F-HRTimeline
NTV Asset Management LLC3,900$307K0.03%013F-HRTimeline
Cresset Asset Management, LLC3,886$306K<0.01%-30513F-HRTimeline
Creative Planningin group Creative Planning3,746$295K<0.01%+33713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,622$285K<0.01%-3,22913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,927$230K<0.01%+38513F-HRTimelineGroup
Milestone Asset Management Group, LLC2,632$207K0.12%-11813F-HRTimeline
IEQ CAPITAL, LLC2,600$204K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,455$193K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,366$186K0.04%+113F-HRTimeline
SBI Securities Co., Ltd.2,143$169K<0.01%-8113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,790$141K<0.01%+39413F-HR/ATimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,404$110K<0.01%+413F-HRTimeline
FMR LLCin group FMR LLC1,222$96.1K<0.01%+1513F-HRTimelineGroup
Anchor Investment Management, LLC1,100$86.5K0.01%013F-HRTimeline
Bangor Savings Bank965$75.9K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC850$66.9K<0.01%new13F-HRTimeline
Sava Infond d.o.o.800$62.9K0.01%new13F-HRTimeline
NFSG Corp750$59K0.01%013F-HRTimeline
COMERICA BANK698$54.9K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC628$49.4K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.567$44.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC446$35.1K<0.01%-10813F-HRTimeline
BLAIR WILLIAM & CO/IL385$30.3K<0.01%new13F-HRTimeline
CX Institutional331$26K<0.01%+2413F-HRTimeline
CWM, LLCin group CWM, LLC315$25K<0.01%013F-HRTimelineGroup
Allworth Financial LP285$22.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…281$22.1K<0.01%013F-HRTimelineGroup
Addison Advisors LLC260$20.4K<0.01%-2613F-HRTimeline
Front Row Advisors LLC257$20.2K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…240$18.9K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO220$17.3K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC220$17K<0.01%013F-HR/ATimelineGroup
Estate Planners Group, LLC191$15K0.01%13F-HRTimeline
Sound Income Strategies, LLC125$10K<0.01%new13F-HRTimeline
AE Wealth Management LLC114$8.97K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC110$8.65K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$7.86K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC13$1K<0.01%013F-HRTimeline