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Disclosery

USXF ISHARES TR

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COM (fund)

256 managers (260 13F filers) reported a position in USXF shares at 2025-09-30, 15,618,356 shares in all. 20 filers opened a position and 20 filers sold out during the quarter.

Managers
256
13F filers
260
New
20
Added
60
Reduced
141
Sold out
20
Shares held by filers
15,618,356

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Focus Partners Wealthin group Focus Partners Wealth3,879$222K<0.01%013F-HRTimelineGroup
Wall Street Financial Group, Inc.3,871$222K0.16%+12213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,830$219K<0.01%013F-HRTimeline
JB Capital LLC3,826$219K0.01%-1,15013F-HRTimeline
Focus Financial Network, Inc.3,799$218K0.01%013F-HRTimeline
Armstrong, Fleming & Moore, Inc3,782$217K0.1%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC3,750$215K0.01%new13F-HRTimeline
Madison Wealth Partners, Inc3,745$215K0.04%013F-HRTimeline
CORA CAPITAL ADVISORS LLC3,728$214K0.09%new13F-HRTimeline
Rehmann Capital Advisory Group3,698$212K0.01%-24513F-HRTimeline
Insight Wealth Strategies, LLC3,677$211K0.02%-15513F-HRTimeline
Wealth Group Ltd3,569$205K0.05%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,151$181K0.04%13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,115$179K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC3,030$174K<0.01%-14613F-HRTimeline
Advisory Services Network, LLC3,030$174K<0.01%-99613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,988$171K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC2,576$148K<0.01%-82213F-HRTimeline
RAELIPSKIE PARTNERSHIP2,250$129K0.06%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,189$125K0.01%-89313F-HRTimeline
COMERICA BANK2,108$121K<0.01%-66213F-HRTimeline
Wagner Wealth Management, LLC1,910$109K0.03%+413F-HRTimeline
Rossby Financial, LCC1,898$109K0.04%013F-HRTimeline
Hanson & Doremus Investment Management1,774$102K0.01%-7313F-HRTimeline
GPS Wealth Strategies Group, LLC1,767$101K0.01%-8913F-HRTimeline
Qube Research & Technologies Ltd1,763$101K<0.01%-18213F-HRTimeline
Archer Investment Corp1,454$83.3K0.02%-52713F-HRTimeline
Rossmore Private Capital1,403$80.4K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.825$47.3K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.819$46.9K0.03%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…747$42.8K<0.01%-26713F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.689$39.5K0.02%+35713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…673$38.6K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.57$37.9K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…645$37K<0.01%-38513F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.597$34.2K0.04%013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV537$30.8K<0.01%-3,06213F-HRTimeline
CVA Family Office, LLC526$30.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC492$28.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC469$26.9K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC379$22.3K<0.01%+113F-HRTimeline
BIRCHBROOK, INC.356$20.4K0.01%013F-HRTimeline
Investors Research Corp301$17.2K<0.01%+17813F-HRTimeline
WealthShield Partners, LLC289$16.6K<0.01%-12713F-HRTimeline
Kilter Group LLC261$15K0.01%-7113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/236$13.5K<0.01%-9713F-HRTimelineGroup
Morton Brown Family Wealth, LLC216$12.4K<0.01%013F-HRTimeline
MATHER GROUP, LLC.179$10.3K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC135$7.74K<0.01%+5113F-HRTimeline
IFP Advisors, Inc114$6.53K<0.01%013F-HR/ATimeline
Parallel Advisors, LLC107$6.13K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC107$6.13K<0.01%013F-HRTimeline
Abound Wealth Management50$2.87K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…45$2.58K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$57<0.01%-7,42513F-HRTimelineGroup
RMG Wealth Management LLC1,600$00%new13F-HRTimelineValue filed as zero, left out of ratios.