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Disclosery

KXI ISHARES TR

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GLB CNSM STP ETF (fund)

124 managers (125 13F filers) reported a position in KXI shares at 2025-12-31, 9,470,011 shares in all. 16 filers opened a position and 23 filers sold out during the quarter.

Managers
124
13F filers
125
New
16
Added
33
Reduced
35
Sold out
23
Shares held by filers
9,470,011

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
Fisher Asset Management, LLC6,032,649$390M0.13%+793,86413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,419,859$91.8M<0.01%-3,32213F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…293,821$19M1.12%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY273,863$17.7M<0.01%-43,65213F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…221,505$14.3M0.05%-34,24113F-HRTimeline
UBS Group AGin group UBS Group AG89,898$5.81M<0.01%-12,26813F-HRTimelineGroup
LPL Financial LLC85,599$5.53M<0.01%-245,73013F-HRTimeline
ICICI Prudential Asset Management Co Ltd64,610$4.18M0.49%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,328$3.77M<0.01%+2,12413F-HRTimelineGroup
Creative Planningin group Creative Planning57,714$3.73M<0.01%+6413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,498$3.59M<0.01%-16,18913F-HRTimelineGroup
NORTHLAND SECURITIES, INC.46,736$3.02M2.9%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,250$2.93M<0.01%-20513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC41,442$2.68M<0.01%+22,85813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,926$2.58M<0.01%-10,62913F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC38,526$2.49M0.06%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,178$2.4M<0.01%+34613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,582$2.3M<0.01%-2,40613F-HRTimelineGroup
Gladstone Institutional Advisory LLC34,656$2.24M0.08%+1,73813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,359$2.16M<0.01%-18713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding30,428$1.97M-1,199Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/25,569$1.65M<0.01%+71813F-HRTimelineGroup
Crescent Grove Advisors, LLC20,700$1.34M0.13%013F-HRTimeline
MGB Wealth Management, LLC17,340$1.12M0.32%+3913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,214$1.05M0.02%+18913F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…15,371$994K0.06%+713F-HRTimeline
HighTower Advisors, LLC14,764$954K<0.01%+4213F-HRTimeline
Cresset Asset Management, LLC14,425$933K<0.01%+10513F-HRTimeline
Northstar Financial Companies, Inc.14,356$928K0.74%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,247$921K<0.01%+9,75613F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.13,852$896K0.05%-3,37013F-HRTimeline
CALTON & ASSOCIATES, INC.11,787$762K0.11%+1,44613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,736$759K<0.01%+1,83913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,251$727K<0.01%-2,73813F-HRTimelineGroup
GTS SECURITIES LLC10,715$693K0.02%new13F-HRTimeline
WealthBridge Capital Management, LLC10,250$663K0.15%-42513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,091$652K<0.01%+3,98713F-HRTimelineGroup
FMR LLCin group FMR LLC9,986$646K<0.01%+6,30913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,766$502K<0.01%+65513F-HRTimelineGroup
SOA Wealth Advisors, LLC.7,347$475K0.08%-3713F-HRTimeline
Cetera Investment Advisers7,313$473K<0.01%-9,83413F-HRTimeline
Focus Financial Network, Inc.6,598$427K0.01%+7813F-HRTimeline
LOM Asset Management Ltd6,000$388K0.11%013F-HRTimeline
SBI Securities Co., Ltd.5,758$372K0.01%-11213F-HRTimeline
MML INVESTORS SERVICES, LLC5,394$349K<0.01%-1813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,200$336K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,138$330K<0.01%+14613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,979$322K<0.01%+413F-HRTimelineGroup
Private Advisor Group, LLC4,904$317K<0.01%-2513F-HRTimeline
Affiance Financial, LLC4,800$310K0.05%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,786$309K<0.01%+14913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,739$306K<0.01%+89213F-HRTimelineGroup
Glassman Wealth Services4,700$304K0.04%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,275$276K0.13%13F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,144$268K0.01%+9413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,068$263K<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,060$262K<0.01%-50013F-HR/ATimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,000$259K0.17%013F-HRTimeline
Ellis Investment Partners, LLC3,983$258K0.04%+3813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,927$254K0.01%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,901$252K0.01%013F-HRTimeline
Financial & Tax Architects, LLC3,775$244K0.05%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,770$244K<0.01%013F-HRTimelineGroup
Intelligent Financial Strategies3,716$240K0.12%013F-HRTimeline
MAI Capital Management3,716$240K<0.01%-4313F-HRTimeline
Slow Capital, Inc.3,456$223K0.03%-58513F-HRTimeline
Cambridge Investment Research Advisors,…3,431$222K<0.01%-21113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,368$218K0.01%013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC3,307$214K0.06%013F-HRTimeline
Janney Montgomery Scott LLC3,189$206K<0.01%-3013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,151$204K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,144$203K<0.01%+24413F-HRTimelineGroup
CX Institutional2,921$189K0.01%+2,20513F-HRTimeline
Geneos Wealth Management Inc.2,664$172K<0.01%013F-HRTimeline
IFP Advisors, Inc2,487$161K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.2,429$157K<0.01%-54713F-HRTimeline
Steward Partners Investment Advisory, L…2,329$151K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,150$139K0.02%013F-HRTimeline
Front Row Advisors LLC2,036$132K0.04%-7513F-HRTimeline
Triumph Capital Management1,563$101K0.02%new13F-HRTimeline
Anchor Investment Management, LLC1,435$92.8K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,264$81.7K<0.01%-28413F-HRTimelineGroup
COMERICA BANK1,118$72.3K<0.01%-34013F-HRTimeline
AE Wealth Management LLC1,107$71.6K<0.01%+8713F-HRTimeline
Allworth Financial LP1,103$71.3K<0.01%-9913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…888$57.4K<0.01%013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/854$55.2K<0.01%013F-HRTimelineGroup
Caitlin John, LLC832$53.8K0.04%013F-HRTimeline
Richard Bernstein Advisors LLC732$47.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC700$45.3K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC664$42.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC505$33K<0.01%+12513F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC426$27.5K<0.01%new13F-HRTimeline
Parallel Advisors, LLC409$26.4K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.400$25.9K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC312$20.2K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…305$19.7K<0.01%+10513F-HRTimelineGroup
Cornerstone Planning Group LLC283$19.1K<0.01%+313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC220$14K<0.01%013F-HR/ATimelineGroup
LANARK FINANCIAL, INC.200$12.9K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC200$12.9K0.01%-1513F-HRTimeline
Archer Investment Corp198$12.8K<0.01%-11713F-HRTimeline
Sound Income Strategies, LLC185$12.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.186$12K<0.01%-11313F-HRTimeline
SageView Advisory Group, LLC186$12K<0.01%new13F-HRTimeline
AlphaCore Capital LLC185$12K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…178$11.5K<0.01%new13F-HRTimelineGroup
NFSG Corp175$11.3K<0.01%+213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…160$10.3K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.153$9.88K<0.01%+213F-HRTimelineGroup
Plante Moran Financial Advisors, LLC142$9.18K<0.01%013F-HRTimeline
Balentine LLC117$7.56K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC115$7.43K<0.01%13F-HRTimeline
FAS Wealth Partners, Inc.100$6.46K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC100$6.46K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC99$6.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\76$4.91K<0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC60$3.88K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC57$3.69K<0.01%new13F-HRTimeline
Blue Trust, Inc.50$3.23K<0.01%-3913F-HRTimeline
Root Financial Partners, LLC39$2.52K<0.01%-3913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23$1.49K<0.01%013F-HRTimeline
Rossby Financial, LCC4$259<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3$194<0.01%-1313F-HRTimeline