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Disclosery

MXI ISHARES TR

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GLOBAL MATER ETF (fund)

91 managers (91 13F filers) reported a position in MXI shares at 2025-12-31, 1,536,259 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
91
13F filers
91
New
11
Added
32
Reduced
21
Sold out
8
Shares held by filers
1,536,259

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
RMG Wealth Management LLC567,119$28.9M3.75%new13F-HRTimeline
Pathway Financial Advisors LLC186,204$18.9M2.37%+5,96813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY143,089$13.8M<0.01%-7,35213F-HR/ATimelineGroup
HighTower Advisors, LLC105,893$10.2M0.01%+35313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/74,682$7.22M<0.01%-83013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,162$6.1M<0.01%-61513F-HRTimelineGroup
LPL Financial LLC32,388$3.13M<0.01%+80513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,172$2.63M0.03%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,839$2.5M<0.01%+3,97813F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …25,738$2.49M0.07%+92113F-HR/ATimelineGroup
PALLADIEM, LLC23,052$2.25M2.13%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,167$1.66M<0.01%-5,59013F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC16,918$1.63M0.56%-7013F-HRTimeline
UMB Bank, n.a.16,248$1.57M0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,729$1.52M<0.01%+50713F-HRTimelineGroup
Private Advisor Group, LLC13,519$1.31M0.01%+4,02613F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG13,502$1.3M0.02%new13F-HRTimelineGroup
Mutual Advisors, LLC11,537$1.11M0.02%-53213F-HRTimeline
Sava Infond d.o.o.10,100$976K0.13%+3,30013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,096$782K<0.01%-5913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,853$760K<0.01%+12913F-HRTimelineGroup
Janney Montgomery Scott LLC6,653$643K<0.01%-65813F-HRTimeline
Perigon Wealth Management, LLC6,190$598K0.01%+2,43913F-HRTimeline
Cresset Asset Management, LLC5,929$573K<0.01%+1,11913F-HRTimeline
Climber Capital SA6,048$543K0.35%13F-HRTimeline
Fisher Asset Management, LLC5,503$532K<0.01%-41713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,364$518K0.02%+5,07913F-HRTimelineGroup
Creative Planningin group Creative Planning5,024$486K<0.01%-2,23513F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,853$469K0.02%-1,18913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,487$434K<0.01%+39713F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…4,283$413K0.09%013F-HRTimeline
NewEdge Wealth, LLC4,080$394K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,899$377K<0.01%-14813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,684$356K<0.01%-4813F-HRTimeline
VIAWEALTH, LLC3,669$355K0.2%+2513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,578$346K<0.01%+8013F-HRTimelineGroup
Comprehensive Money Management Services…3,572$345K0.24%013F-HRTimeline
First Bancorp, Inc /ME/3,450$333K0.18%-60013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,347$324K<0.01%+1,83413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,195$309K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,030$293K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,686$260K<0.01%+1313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,429$235K<0.01%-99113F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,300$222K0.01%013F-HRTimeline
Allworth Financial LP2,244$217K<0.01%+7413F-HRTimeline
PW Nova Financial Services LLC2,180$213K0.08%13F-HRTimeline
MACKENZIE FINANCIAL CORP2,162$210K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,168$210K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,087$202K<0.01%+61513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,946$188K<0.01%-32613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,820$176K<0.01%-2213F-HR/ATimelineGroup
Farther Finance Advisors, LLC1,703$165K<0.01%+1,17813F-HRTimeline
CWM, LLCin group CWM, LLC1,596$154K<0.01%-2213F-HRTimelineGroup
YANKCOM Partnership1,589$154K0.07%013F-HRTimeline
CX Institutional1,260$122K<0.01%+99713F-HRTimeline
PRIVATE TRUST CO NA1,246$120K0.01%+70613F-HRTimeline
COMERICA BANK1,094$106K<0.01%013F-HRTimeline
MAI Capital Management987$95.3K<0.01%+813F-HRTimeline
Steward Partners Investment Advisory, L…985$95.2K<0.01%+16413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…818$79.1K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC802$77.5K0.01%+613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…798$77.1K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC768$74.2K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…663$64.1K<0.01%+20613F-HR/ATimelineGroup
FMR LLCin group FMR LLC597$57.7K<0.01%+5413F-HRTimelineGroup
Cranbrook Wealth Management, LLC463$44.8K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…442$43K0.01%013F-HRTimeline
TRUST CO OF VERMONT376$36.3K<0.01%013F-HRTimeline
AE Wealth Management LLC334$32.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\330$31.9K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC308$29.8K0.01%013F-HRTimeline
SYM FINANCIAL Corp298$28.8K<0.01%+213F-HRTimeline
Lodestone Wealth Management LLC267$25.8K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.215$20.8K<0.01%+213F-HRTimeline
Qube Research & Technologies Ltd200$19.3K<0.01%-2213F-HRTimeline
SBI Securities Co., Ltd.199$19.2K<0.01%-1213F-HRTimeline
EPG Wealth Management LLC179$17.3K<0.01%+113F-HRTimeline
WELLINGTON-ALTUS USA INC.163$15.8K0.01%13F-HRTimeline
Sound Income Strategies, LLC144$15K<0.01%+3813F-HRTimeline
Arax Advisory Partners150$14.5K<0.01%new13F-HRTimeline
IFP Advisors, Inc104$10.1K<0.01%013F-HRTimeline
Vision Retirement, LLC65$6.28K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.60$5.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC50$4.83K<0.01%+1513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC46$4.45K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division36$3.48K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22$2.13K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.16$1.55K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.10$1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC8$773<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$97<0.01%-213F-HRTimelineGroup