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Disclosery

USXF ISHARES TR

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COM (fund)

268 managers (273 13F filers) reported a position in USXF shares at 2026-03-31, 15,494,855 shares in all. 17 filers opened a position and 21 filers sold out during the quarter.

Managers
268
13F filers
273
New
17
Added
128
Reduced
84
Sold out
21
Shares held by filers
15,494,855

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,425$244K<0.01%-16713F-HRTimelineGroup
Sovran Advisors, LLC3,748$236K0.02%-18213F-HRTimeline
ArborFi Advisors, LLC4,223$233K0.19%new13F-HRTimeline
Sovereign Financial Group, Inc.4,086$226K0.04%013F-HRTimeline
SAX WEALTH ADVISORS, LLC3,888$224K0.01%013F-HRTimeline
JB Capital LLC3,951$218K0.01%-14913F-HRTimeline
Focus Financial Network, Inc.3,937$217K0.01%+13713F-HRTimeline
AIRE ADVISORS, LLC3,932$217K0.04%+813F-HRTimeline
Braun-Bostich & Associates Inc.3,922$216K0.14%-913F-HRTimeline
Madison Wealth Partners, Inc3,874$214K0.03%013F-HRTimeline
Wall Street Financial Group, Inc.3,873$214K0.13%-9413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,832$212K0.04%new13F-HRTimeline
FMR LLCin group FMR LLC3,820$211K<0.01%+15113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,760$208K<0.01%+113F-HRTimelineGroup
Pallas Capital Advisors LLC3,706$205K0.01%-28213F-HRTimeline
Advyzon Investment Management, LLC3,701$204K0.02%new13F-HRTimeline
Rehmann Capital Advisory Group3,674$203K0.01%+613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,631$200K<0.01%+913F-HRTimelineGroup
AE Wealth Management LLC3,537$195K<0.01%-65313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,500$193K<0.01%+1,80013F-HRTimelineGroup
Acropolis Investment Management, LLC3,400$188K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,107$172K0.03%+1913F-HRTimelineGroup
Rossby Financial, LCC2,809$156K0.03%+91113F-HRTimeline
Federation des caisses Desjardins du Qu…2,778$153K<0.01%-388,20013F-HRTimeline
RAELIPSKIE PARTNERSHIP2,405$133K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,346$131K0.01%-7,28513F-HRTimeline
JFS WEALTH ADVISORS, LLC2,193$121K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,933$107K<0.01%new13F-HRTimelineGroup
Wagner Wealth Management, LLC1,920$106K0.02%+413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,761$97.2K0.01%+75913F-HRTimelineGroup
Hanson & Doremus Investment Management1,690$93K0.01%-6713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,600$88.3K0.02%new13F-HRTimeline
Archer Investment Corp1,456$80.4K0.02%+113F-HRTimeline
Rossmore Private Capital1,403$77.4K0.01%013F-HRTimeline
Atomic Invest LLC1,142$60.9K0.03%+1,06913F-HRTimeline
Ashton Thomas Private Wealth, LLC1,060$58.5K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,023$56.5K0.04%+3913F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC932$51.4K<0.01%13F-HRTimelineGroup
Dunhill Financial, LLC907$50.1K0.01%013F-HRTimeline
Investors Research Corp839$46.3K0.01%+29013F-HRTimeline
LANARK FINANCIAL, INC.825$45.5K<0.01%013F-HRTimeline
BIRCHBROOK, INC.814$44.9K0.02%013F-HRTimeline
Triumph Capital Management803$44.3K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…795$43.9K<0.01%+8013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.662$36.5K<0.01%+60413F-HRTimelineGroup
EFG International AGin group EFG International AG615$33.9K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC526$29K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC492$26.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC469$25.9K<0.01%013F-HRTimeline
IFP Advisors, Inc383$21.1K<0.01%+26913F-HRTimeline
WealthShield Partners, LLC299$16.5K<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV282$15.6K<0.01%-2513F-HRTimeline
Kilter Group LLC261$14.4K0.01%+1313F-HRTimeline
Kennebec Savings Bank260$14.4K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.243$13.4K0.01%-57813F-HRTimeline
Morton Brown Family Wealth, LLC216$11.9K<0.01%013F-HRTimeline
MATHER GROUP, LLC.209$11.5K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC160$8.83K<0.01%013F-HRTimeline
NFSG Corp130$7.18K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/111$6.13K<0.01%-7,34813F-HRTimelineGroup
Parallel Advisors, LLC107$5.91K<0.01%013F-HR/ATimeline
Medallion Wealth Advisors, LLC107$5.91K<0.01%013F-HRTimeline
Abound Wealth Management50$2.76K<0.01%013F-HRTimeline
Larson Financial Group LLC47$2.59K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…45$2.48K<0.01%013F-HRTimeline
Key Capital Management, INC37$2.04K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.23$1.27K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$8<0.01%-30,75713F-HRTimelineAmount filed as zero, left out of ratios.