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Disclosery

KXI ISHARES TR

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GLB CNSM STP ETF (fund)

124 managers (124 13F filers) reported a position in KXI shares at 2026-06-30, 10,698,138 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
124
13F filers
124
New
10
Added
44
Reduced
29
Sold out
12
Shares held by filers
10,698,138

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Fisher Asset Management, LLC7,262,318$490M0.15%+583,89413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,445,672$97.6M<0.01%-52,39813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY340,051$23M<0.01%+13,11613F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…260,487$17.5M1.08%013F-HRTimelineGroup
LPL Financial LLC102,663$6.93M<0.01%+17,45913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,787$6.54M<0.01%-2,25213F-HRTimelineGroup
UBS Group AGin group UBS Group AG92,761$6.26M<0.01%+4,82813F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.86,518$5.84M0.04%+8,80213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,737$4.78M<0.01%+2,93313F-HRTimelineGroup
ICICI Prudential Asset Management Co Ltd64,610$4.38M0.48%013F-HRTimeline
Creative Planningin group Creative Planning56,554$3.82M<0.01%-1,47313F-HRTimelineGroup
NORTHLAND SECURITIES, INC.54,033$3.65M2.13%+5,30313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,691$3.36M<0.01%+94213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…47,531$3.21M0.01%-55,64713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,612$3.15M<0.01%+11,69113F-HRTimelineGroup
GTS SECURITIES LLC42,147$2.85M0.06%+36,64113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC33,858$2.29M<0.01%-87413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,923$2.16M<0.01%-82113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,274$2.04M<0.01%-2,05913F-HRTimeline
Northstar Financial Companies, Inc.26,415$1.78M1.2%+2,98213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/26,231$1.77M<0.01%+11113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,728$1.33M<0.01%-16,38513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,365$1.24M<0.01%-16,50413F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd17,500$1.18M0.04%013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…17,098$1.15M0.07%+1,72713F-HRTimeline
HighTower Advisors, LLC16,075$1.09M<0.01%+65213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,112$953K0.02%-1,93413F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,154$888K<0.01%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.12,998$878K0.05%-85413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,516$845K<0.01%+87413F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,584$782K0.02%+73713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,592$727K<0.01%+1,74113F-HRTimelineGroup
WealthBridge Capital Management, LLC10,550$712K0.14%+30013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,479$708K<0.01%-8,64813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,411$703K<0.01%+32013F-HRTimelineGroup
FMR LLCin group FMR LLC10,098$682K<0.01%+1,04713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,080$681K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc8,822$596K0.15%+3,18913F-HRTimeline
Cetera Investment Advisers8,610$581K<0.01%+73313F-HRTimeline
Fortis Advisors, LLC8,516$575K0.27%+10313F-HRTimeline
Main Street Financial Solutions, LLC7,264$491K0.03%+1,60913F-HRTimeline
Focus Financial Network, Inc.6,676$451K0.01%+7813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,609$446K<0.01%-4,72013F-HR/ATimeline
SOA Wealth Advisors, LLC.6,270$423K0.07%-1,07713F-HRTimeline
LOM Asset Management Ltd6,000$405K0.1%013F-HRTimeline
SBI Securities Co., Ltd.5,475$370K0.01%-26413F-HRTimeline
Financial & Tax Architects, LLC5,400$365K0.08%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,200$351K<0.01%013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,130$346K<0.01%+19613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,059$342K<0.01%+8013F-HRTimelineGroup
Private Advisor Group, LLC5,052$341K<0.01%+4713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,895$331K<0.01%+15713F-HRTimelineGroup
Affiance Financial, LLC4,800$324K0.05%013F-HRTimeline
Glassman Wealth Services4,700$317K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,623$312K<0.01%-13313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,435$299K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,430$299K<0.01%+11513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,275$289K0.12%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,266$288K0.01%013F-HRTimeline
NTV Asset Management LLC4,250$287K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,164$281K0.01%+44913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,060$274K<0.01%013F-HRTimelineGroup
Ellis Investment Partners, LLC4,022$272K0.04%+3913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,000$270K0.16%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,633$247K<0.01%+14513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,654$247K0.06%+413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,496$240K<0.01%+39713F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,368$227K0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC3,356$227K<0.01%+16713F-HRTimeline
Intelligent Financial Strategies3,292$222K0.11%-18913F-HRTimeline
MAI Capital Management3,123$211K<0.01%-37013F-HRTimeline
Slow Capital, Inc.3,056$206K0.02%+4313F-HRTimeline
Cambridge Investment Research Advisors,…3,044$206K<0.01%-30813F-HR/ATimeline
Curi Capital, LLC3,032$205K<0.01%013F-HRTimeline
Opus Financial Solutions LLC3,014$204K0.16%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,968$200K0.07%new13F-HRTimeline
Geneos Wealth Management Inc.2,664$180K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,637$178K<0.01%-59213F-HRTimeline
IFP Advisors, Inc2,313$156K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,187$148K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC2,150$145K0.02%013F-HRTimeline
Front Row Advisors LLC1,704$117K0.03%-19013F-HRTimeline
EP Wealth Advisors, LLC1,708$115K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,605$108K<0.01%-60013F-HRTimeline
AE Wealth Management LLC1,079$72.9K<0.01%-28213F-HRTimeline
Allworth Financial LP1,025$69.2K<0.01%+8813F-HRTimeline
CX Institutional894$60K<0.01%-5,49013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…870$58.8K<0.01%-10213F-HRTimelineGroup
Caitlin John, LLC832$56.2K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/800$54K<0.01%013F-HRTimelineGroup
Triumph Capital Management780$52.7K0.01%+4213F-HRTimeline
Aptus Capital Advisors, LLC664$44.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC529$35.7K<0.01%-1613F-HRTimeline
OAKWORTH CAPITAL, INC.400$27K<0.01%013F-HRTimeline
Global Retirement Partners, LLC300$20.3K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC287$19.6K<0.01%+313F-HRTimeline
Glen Eagle Advisors, LLC280$18.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC239$16.1K<0.01%+21613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…232$15.7K<0.01%-18213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC220$15K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.200$13.5K<0.01%013F-HRTimeline
Archer Investment Corp200$13.5K<0.01%+213F-HR/ATimeline
Buck Wealth Strategies, LLC200$13.5K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.188$12.7K<0.01%+213F-HRTimeline
IFG Advisory, LLC185$12.5K<0.01%new13F-HRTimeline
NFSG Corp177$11.9K<0.01%+213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…160$10.8K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC142$9.59K<0.01%013F-HRTimeline
AlphaCore Capital LLC139$9.39K<0.01%-4613F-HRTimeline
Balentine LLC117$7.9K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC115$7.77K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.100$6.75K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC100$6.75K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC99$6.68K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\76$5.13K<0.01%013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC59$4K<0.01%new13F-HRTimelineGroup
Quaker Wealth Management, LLC57$3.85K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC50$3.38K<0.01%-4313F-HRTimelineGroup
Blue Trust, Inc.50$3.38K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA38$2.57K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23$1.55K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …5$344<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC4$270<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3$203<0.01%013F-HRTimeline