Skip to content
Disclosery

KXI ISHARES TR

Follow

GLB CNSM STP ETF (fund)

134 managers (134 13F filers) reported a position in KXI shares at 2025-06-30, 8,745,162 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
134
13F filers
134
New
24
Added
42
Reduced
25
Sold out
16
Shares held by filers
8,745,162

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
Fisher Asset Management, LLC4,505,566$295M0.12%+1,077,97713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,448,464$94.7M<0.01%-12,22013F-HRTimelineGroup
LPL Financial LLC332,990$21.8M0.01%+254,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY309,401$20.2M<0.01%+27,23213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…250,202$16.4M0.07%+3,84813F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…236,154$15.4M1.35%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC158,122$10.3M0.38%new13F-HRTimeline
Cambria Investment Management, L.P.126,944$8.3M0.56%new13F-HRTimeline
UBS Group AGin group UBS Group AG107,680$7.04M<0.01%-9,42313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,023$4.77M<0.01%new13F-HRTimelineGroup
Money Design Co.,Ltd.72,081$4.71M0.22%-2,60213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,885$4.7M<0.01%+11,43413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,555$4.35M<0.01%+20,39913F-HRTimelineGroup
ICICI Prudential Asset Management Co Ltd64,610$4.22M0.53%013F-HRTimeline
Creative Planningin group Creative Planning57,763$3.78M<0.01%+14713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,445$3.76M<0.01%-62,59513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,703$3.71M0.01%+62413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN46,259$3.02M<0.01%-7,81513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,177$2.69M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,199$2.37M<0.01%+8,83613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,721$2.34M<0.01%+76413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC33,340$2.18M<0.01%+28813F-HRTimeline
Gladstone Institutional Advisory LLC30,793$2.01M0.08%-2,85113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC30,406$1.99M0.03%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,811$1.56M<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,890$1.43M<0.01%+14813F-HR/ATimelineGroup
Crescent Grove Advisors, LLC20,700$1.35M0.13%013F-HRTimeline
GTS SECURITIES LLC20,275$1.33M0.06%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC18,584$1.22M<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC17,301$1.13M0.37%-30013F-HRTimeline
McKinley Carter Wealth Services, Inc.17,222$1.13M0.06%-34813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,922$1.11M0.03%+63013F-HRTimelineGroup
Cetera Investment Advisers16,135$1.05M<0.01%+10,11913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,894$974K<0.01%+3,11413F-HR/ATimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…14,759$965K0.07%+513F-HRTimeline
Perigon Wealth Management, LLC14,362$939K0.02%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.11,358$743K0.36%new13F-HRTimeline
HighTower Advisors, LLC11,349$742K<0.01%-1,86113F-HRTimeline
Cresset Asset Management, LLC10,683$698K<0.01%-4,74813F-HR/ATimeline
WealthBridge Capital Management, LLC10,675$698K0.18%-50013F-HRTimeline
Cambridge Investment Research Advisors,…9,499$621K<0.01%+5,13213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,907$582K<0.01%+3,59013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.8,275$541K0.09%+3,06213F-HRTimeline
Orion Porfolio Solutions, LLC7,790$509K<0.01%new13F-HR/ATimeline
SOA Wealth Advisors, LLC.7,384$483K0.09%+7813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,153$465K<0.01%+1,32713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,832$447K<0.01%+38413F-HRTimelineGroup
Focus Financial Network, Inc.6,520$426K0.02%+20613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…6,520$426K<0.01%-1,42013F-HRTimelineGroup
LOM Asset Management Ltd6,000$392K0.13%13F-HR/ATimeline
SBI Securities Co., Ltd.5,873$384K0.01%-213F-HRTimeline
Tidemark, LLC5,481$358K0.12%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,439$356K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,290$346K<0.01%+1,04113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,200$340K<0.01%013F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,075$332K<0.01%+10013F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG5,000$327K0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,930$325K<0.01%+19913F-HRTimeline
CX Institutional4,846$317K0.01%+4,83713F-HR/ATimeline
Private Advisor Group, LLC4,823$315K<0.01%+65913F-HRTimeline
Affiance Financial, LLC4,800$314K0.06%013F-HRTimeline
Slow Capital, Inc.4,768$312K0.04%-4,55613F-HRTimeline
Glassman Wealth Services4,700$307K0.05%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,560$298K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC4,250$278K<0.01%+71913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,112$269K<0.01%-32,10613F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,000$262K0.19%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,948$258K0.01%new13F-HRTimeline
Ellis Investment Partners, LLC3,946$258K0.05%+3313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,927$257K0.02%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,870$253K0.01%+4113F-HRTimeline
MAI Capital Management3,759$246K<0.01%-5113F-HRTimeline
Intelligent Financial Strategies3,736$244K0.13%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,671$240K<0.01%+9613F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,368$220K0.01%013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC3,307$216K0.07%013F-HRTimeline
Mutual Advisors, LLC3,102$203K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,027$198K<0.01%+12313F-HRTimelineGroup
IFP Advisors, Inc2,750$180K0.01%+26313F-HRTimeline
Geneos Wealth Management Inc.2,664$174K<0.01%-88813F-HRTimeline
FMR LLCin group FMR LLC2,376$155K<0.01%-12013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,329$152K<0.01%013F-HRTimeline
Front Row Advisors LLC2,185$143K0.05%-14813F-HRTimeline
Manchester Capital Management LLC2,150$141K0.02%013F-HRTimeline
COMERICA BANK1,673$109K<0.01%-1213F-HRTimeline
BigSur Wealth Management LLC1,600$105K0.03%013F-HRTimeline
PRIVATE TRUST CO NA1,594$104K0.01%+1,20113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,548$101K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC1,435$93.8K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,350$89K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,018$66.6K<0.01%13F-HRTimeline
AE Wealth Management LLC1,016$66.4K<0.01%+38313F-HRTimeline
Allworth Financial LP946$61.9K<0.01%+6213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…870$56.9K<0.01%-18313F-HRTimelineGroup
Richard Bernstein Advisors LLC804$52.6K<0.01%-1,22613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/800$52.3K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC700$45.8K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC664$43.4K<0.01%013F-HRTimeline
ORG Partners LLC651$42.9K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC586$38K<0.01%-1,48113F-HRTimelineGroup
Parallel Advisors, LLC415$27.1K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.400$26.2K<0.01%013F-HRTimeline
Archer Investment Corp315$20.6K<0.01%+313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC312$20.4K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.306$20K<0.01%+12413F-HRTimeline
Cornerstone Planning Group LLC280$18.1K<0.01%+313F-HRTimeline
Global Trust Asset Management, LLC275$18K0.01%013F-HRTimeline
CENTRAL TRUST Co218$14.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.236$14.2K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…200$13.1K<0.01%013F-HRTimelineGroup
North Capital, Inc.200$13.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.200$13K<0.01%-12213F-HRTimeline
Farther Finance Advisors, LLC196$12.8K<0.01%013F-HRTimeline
NFSG Corp173$11.3K<0.01%+113F-HRTimeline
Kimelman & Baird, LLC161$10.5K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC142$9.28K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.139$9.09K<0.01%13F-HRTimeline
Fairscale Capital, LLC142$9.05K0.01%new13F-HRTimeline
Aviso Financial Inc.121$7.91K<0.01%new13F-HRTimeline
Balentine LLC117$7.65K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105$6.87K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.100$6.54K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC100$6.54K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC99$6.47K<0.01%-10613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\76$4.97K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.75$4.9K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC60$3.92K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC56$3.66K0.01%new13F-HRTimeline
Blue Trust, Inc.50$3.27K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd50$3.27K<0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/23$1.5K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16$1.05K<0.01%+1313F-HRTimeline
Rossby Financial, LCC4$262<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.