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Disclosery

USXF ISHARES TR

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COM (fund)

245 managers (249 13F filers) reported a position in USXF shares at 2024-12-31, 20,319,693 shares in all. 23 filers opened a position and 19 filers sold out during the quarter.

Managers
245
13F filers
249
New
23
Added
130
Reduced
55
Sold out
19
Shares held by filers
20,319,693

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Golden State Wealth Management, LLC4,305$214K0.03%13F-HRTimeline
High Falls Advisors, Inc4,222$210K0.05%new13F-HRTimeline
Merit Financial Group, LLC4,215$210K<0.01%new13F-HRTimeline
Emergent Wealth Advisors, LLC4,141$206K0.15%+5513F-HRTimeline
Sage Financial Management Group, Inc.4,044$201K0.07%new13F-HRTimeline
AIRE ADVISORS, LLC4,024$200K0.04%new13F-HRTimeline
COMERICA BANK3,892$194K<0.01%+24013F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,433$171K0.04%-24213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB3,003$149K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,988$149K<0.01%+6613F-HRTimelineGroup
SOFI WEALTH, LLC2,790$139K0.01%new13F-HRTimeline
Continuum Advisory, LLC2,263$113K0.01%-26313F-HRTimeline
RAELIPSKIE PARTNERSHIP2,250$112K0.06%+45013F-HRTimeline
Global Retirement Partners, LLC2,089$104K<0.01%+33713F-HRTimeline
Archer Investment Corp1,980$98.4K0.03%+1,41013F-HRTimeline
GPS Wealth Strategies Group, LLC1,878$93.4K0.01%+213F-HRTimeline
Hanson & Doremus Investment Management1,847$92K0.01%+41413F-HRTimeline
WealthShield Partners, LLC1,704$84.7K0.01%+21913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,695$84.3K<0.01%+43013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,682$83.6K0.02%-2913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,086$54K<0.01%-32813F-HRTimelineGroup
ORG Partners LLC1,025$51K0.01%+10513F-HRTimeline
Capital A Wealth Management, LLC866$43.1K0.07%13F-HRTimeline
Transce3nd, LLC821$40.8K0.01%13F-HRTimeline
WealthTrak Capital Management LLC794$39.5K0.03%13F-HRTimeline
NorthRock Partners, LLC791$39.3K<0.01%new13F-HR/ATimeline
Geneos Wealth Management Inc.713$35.5K<0.01%-1113F-HRTimeline
Atlatl Advisers LLC667$33.2K0.02%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.662$32.9K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.545$27.1K0.02%013F-HRTimeline
CVA Family Office, LLC526$26.2K<0.01%013F-HRTimeline
Global Financial Private Client, LLC478$23.8K0.01%+5613F-HRTimeline
AMERIFLEX GROUP, INC.372$18.7K0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.281$14K0.01%+113F-HRTimeline
Decker Retirement Planning Inc.277$13.8K0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC216$10.7K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC210$10.4K<0.01%-4,58813F-HRTimeline
PSI Advisors, LLC186$9.21K<0.01%+113F-HRTimeline
MATHER GROUP, LLC.185$9.2K<0.01%+5213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP142$7.07K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC127$6.31K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC106$5.27K<0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…45$2.24K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC33$1.64K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC3$151<0.01%013F-HRTimeline