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Disclosery

KXI ISHARES TR

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GLB CNSM STP ETF (fund)

123 managers (123 13F filers) reported a position in KXI shares at 2025-03-31, 6,767,636 shares in all. 19 filers opened a position and 20 filers sold out during the quarter.

Managers
123
13F filers
123
New
19
Added
20
Reduced
39
Sold out
20
Shares held by filers
6,767,636

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
Fisher Asset Management, LLC3,427,589$220M0.1%+610,85213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,460,684$93.6M<0.01%-84,17613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY282,169$18.1M<0.01%-31,72513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…246,354$15.8M0.08%-232,51113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/120,040$7.69M<0.01%+65,05413F-HRTimelineGroup
UBS Group AGin group UBS Group AG117,103$7.5M<0.01%+24,99713F-HRTimelineGroup
LPL Financial LLC78,990$5.06M<0.01%-6,46613F-HRTimeline
Money Design Co.,Ltd.74,683$4.78M0.24%-4,09513F-HRTimeline
ICICI Prudential Asset Management Co Ltd64,610$4.14M0.54%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,451$3.87M<0.01%-1,58413F-HRTimelineGroup
Creative Planningin group Creative Planning57,616$3.69M<0.01%-2,31513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,079$3.59M0.01%+2,58613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN54,074$3.46M<0.01%-6,97813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,156$2.96M<0.01%+4,49813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,218$2.32M<0.01%-12,77013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,957$2.24M<0.01%-2,25213F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC33,644$2.15M0.1%+4,78913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,052$2.12M<0.01%-1,91213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,363$1.75M<0.01%+19,33513F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP26,189$1.68M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,811$1.53M<0.01%-28,26713F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,742$1.39M<0.01%+33813F-HRTimelineGroup
Crescent Grove Advisors, LLC20,700$1.33M0.14%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC18,584$1.19M<0.01%-2,03513F-HRTimelineGroup
MGB Wealth Management, LLC17,601$1.13M0.41%-1,73613F-HRTimeline
McKinley Carter Wealth Services, Inc.17,570$1.13M0.07%-1,64013F-HRTimeline
GWN SECURITIES INC.17,267$1.11M0.06%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,292$1.04M0.03%+3813F-HRTimelineGroup
Cresset Asset Management, LLC15,431$988K<0.01%+42613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…14,754$945K0.07%-18513F-HRTimeline
HighTower Advisors, LLC13,210$846K<0.01%+5,81913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,780$755K<0.01%+3,69013F-HRTimelineGroup
WealthBridge Capital Management, LLC11,175$716K0.2%013F-HRTimeline
Slow Capital, Inc.9,324$597K0.08%-18,52613F-HRTimeline
Clearstead Advisors, LLC8,235$527K0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,940$504K<0.01%-4,90013F-HRTimelineGroup
SOA Wealth Advisors, LLC.7,306$468K0.1%-21613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,448$413K<0.01%-1,34613F-HRTimelineGroup
Focus Financial Network, Inc.6,314$404K0.02%013F-HRTimeline
Cetera Investment Advisers6,016$385K<0.01%-88613F-HRTimeline
SBI Securities Co., Ltd.5,875$376K0.01%+13513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,826$370K<0.01%+1,42213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,317$341K<0.01%new13F-HRTimelineGroup
CALTON & ASSOCIATES, INC.5,213$334K0.08%new13F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC5,200$333K<0.01%013F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,975$319K<0.01%013F-HR/ATimelineGroup
Affiance Financial, LLC4,800$307K0.07%-2113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,731$303K<0.01%new13F-HRTimeline
Glassman Wealth Services4,700$301K0.05%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,560$292K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,367$280K<0.01%+60813F-HRTimeline
MML INVESTORS SERVICES, LLC4,249$272K<0.01%-11613F-HRTimeline
Private Advisor Group, LLC4,164$267K<0.01%-22013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,927$257K0.02%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,000$256K0.19%013F-HRTimeline
Ellis Investment Partners, LLC3,913$251K0.05%-41913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,829$245K0.01%new13F-HRTimeline
Financial & Tax Architects, LLC3,827$245K0.06%-3,66113F-HRTimeline
MAI Capital Management3,810$244K<0.01%-3113F-HRTimeline
Intelligent Financial Strategies3,736$239K0.12%-1,93413F-HRTimeline
CIBC WORLD MARKET INC.3,674$235K<0.01%-46513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,575$229K<0.01%-29,47313F-HRTimelineGroup
Geneos Wealth Management Inc.3,552$228K<0.01%+2,66413F-HRTimeline
Janney Montgomery Scott LLC3,531$226K<0.01%-1313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,368$216K0.01%013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP3,332$213K0.02%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,307$212K0.08%new13F-HRTimeline
Madden Advisory Services, Inc.3,168$203K0.09%new13F-HRTimeline
Atria Wealth Solutions, Inc.3,135$201K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,904$186K<0.01%-56213F-HRTimelineGroup
FMR LLCin group FMR LLC2,496$160K<0.01%-1,06613F-HRTimelineGroup
IFP Advisors, Inc2,487$159K<0.01%013F-HRTimeline
Front Row Advisors LLC2,333$149K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…2,329$149K<0.01%+2913F-HRTimeline
Manchester Capital Management LLC2,150$138K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC2,067$132K<0.01%-1213F-HRTimelineGroup
Richard Bernstein Advisors LLC2,030$130K<0.01%-2,46913F-HRTimeline
COMERICA BANK1,685$108K<0.01%-43213F-HRTimeline
BigSur Wealth Management LLC1,600$102K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,548$99.1K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC1,435$91.9K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,053$67.4K<0.01%+3413F-HRTimelineGroup
Allworth Financial LP884$57.9K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/800$51.2K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC700$44.8K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC664$42.5K<0.01%013F-HRTimeline
AE Wealth Management LLC633$40.5K<0.01%013F-HRTimeline
Compass Wealth Management LLC620$39.7K0.01%013F-HRTimeline
Parallel Advisors, LLC415$26.6K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.400$25.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA393$25.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.322$20K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC312$20K<0.01%013F-HRTimelineGroup
Archer Investment Corp312$20K0.01%013F-HRTimeline
Cornerstone Planning Group LLC277$18.3K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC275$17.6K0.01%013F-HRTimeline
CENTRAL TRUST Co218$14K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC205$13.1K<0.01%+10613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…200$12.8K<0.01%-16413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management200$12.8K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC200$12.8K0.01%013F-HRTimeline
North Capital, Inc.200$12.8K0.01%13F-HRTimeline
WHITTIER TRUST CO200$12.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC196$12.6K<0.01%+9113F-HRTimeline
HARBOUR INVESTMENTS, INC.182$11.7K<0.01%013F-HRTimeline
NFSG Corp172$11K<0.01%013F-HRTimeline
Kimelman & Baird, LLC161$10.3K<0.01%013F-HRTimeline
Mattson Financial Services, LLC155$9.93K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC142$9.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd125$8.01K<0.01%new13F-HRTimeline
Balentine LLC117$7.49K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC100$6.41K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.100$6.41K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC100$6.41K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105$6.33K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\76$4.87K<0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC60$3.84K<0.01%013F-HRTimeline
Blue Trust, Inc.50$3.2K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd50$3.2K<0.01%013F-HRTimelineGroup
CX Institutional9$1K<0.01%-12,31413F-HRTimeline
Rossby Financial, LCC4$261<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3$192<0.01%-713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.