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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,587,484$328M+675,477Timeline
BlackRock, Inc.in group BlackRock, Inc.2,657,215$132M<0.01%-29,94513F-HRTimelineGroup
LPL Financial LLC1,048,166$52.1M0.02%+462,06513F-HRTimeline
SigFig Wealth Management, LLC649,148$32.4M1.17%+25,66113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO609,056$30.3M<0.01%+133,49513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO515,956$25.7M0.03%+33,88613F-HRTimelineGroup
MACKENZIE FINANCIAL CORP465,904$23.2M0.03%+88,66713F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC463,821$23.1M0.24%+67,79613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…338,401$16.8M0.09%+36,34213F-HRTimeline
SPINNAKER TRUST332,968$16.6M1.04%+130,00413F-HRTimeline
Allworth Financial LP277,362$14.5M0.08%-20,80713F-HRTimeline
MML INVESTORS SERVICES, LLC283,602$14.1M0.05%+17,70013F-HRTimeline
Cetera Investment Advisers277,383$13.8M0.03%+29,84713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…218,923$11.4M0.02%+16,61813F-HRTimelineGroup
Financial Connections Group, Inc.214,356$10.7M5.12%+4,90513F-HRTimeline
Invera Wealth Advisors, LLC178,758$9.41M9.32%+8,24513F-HRTimeline
Balanced Rock Investment Advisors LLC183,632$9.13M7.23%-16,02113F-HRTimeline
Atria Wealth Solutions, Inc.140,407$6.98M0.08%+7,87913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA130,958$6.51M<0.01%-1,51313F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC128,547$6.39M0.08%-2,69813F-HRTimeline
One Wealth Advisors, LLC120,212$5.98M0.89%+8,11113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC119,064$5.92M0.02%+27,74813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY116,451$5.79M<0.01%+24,86113F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC97,082$4.83M0.01%-19313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/95,398$4.74M<0.01%+1,61813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN92,475$4.6M<0.01%+14,77513F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC90,866$4.52M0.88%+5,30613F-HRTimeline
Janney Montgomery Scott LLC90,456$4.5M0.01%+12,19813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…88,752$4.41M0.04%+9,91613F-HRTimelineGroup
Optas, LLC82,443$4.1M0.88%+1,62213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC79,739$3.96M<0.01%+4,01013F-HRTimelineGroup
Accredited Investors Inc.77,739$3.87M0.23%+7,49813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,049$3.83M0.01%+5,37713F-HRTimeline
Horst & Graben Wealth Management LLC75,155$3.74M0.67%+5,80213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,439$3.65M0.01%+4,08813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…72,207$3.59M0.01%+6,72313F-HRTimeline
Walkner Condon Financial Advisors LLC71,416$3.55M0.72%-4,30113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC68,706$3.42M0.02%+2,22413F-HRTimelineGroup
Atwater Malick LLC68,225$3.39M1.14%+99013F-HRTimeline
Sharkey, Howes & Javer67,392$3.35M0.47%+7,89913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,277$3.35M0.03%+8,47213F-HRTimelineGroup
Sanctuary Advisors, LLC63,307$3.22M0.02%-2,57313F-HRTimeline
GenWealth Group, Inc.62,437$3.1M0.71%-2,19613F-HRTimeline
Integrated Wealth Concepts LLC59,390$2.95M0.03%-31,03213F-HRTimeline
Steward Partners Investment Advisory, L…58,757$2.92M0.03%+8,17813F-HRTimeline
Davis Wealth Advisors, LLC58,054$2.89M3.17%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding53,262$2.65M+8,418Timeline
Equita Financial Network, Inc.49,115$2.44M0.88%-65813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding44,802$2.23M+5,213Timeline
Investor's Fiduciary Advisor Network, L…43,274$2.15M0.82%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/42,725$2.12M0.45%013F-HRTimeline
FLOW TRADERS U.S. LLC42,004$2.09M0.08%+26,19213F-HRTimeline
Ally Invest Advisors Inc.41,470$2.06M0.18%+87013F-HRTimeline
Opes Wealth Management LLC39,984$1.99M0.41%+50013F-HRTimeline
DOHJ, LLC39,872$1.98M0.46%+2,19513F-HRTimeline
Financial Advisors, LLC37,904$1.88M0.36%+7513F-HRTimeline
Perigon Wealth Management, LLC36,958$1.87M0.05%+8,61413F-HRTimeline
Elios Financial Group Inc.35,829$1.78M0.84%-50013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp35,693$1.77M<0.01%-1,28913F-HRTimelineGroup
Sigma Planning Corp35,662$1.77M0.06%-2,22913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.34,766$1.73M0.01%+3,75313F-HRTimeline
Ramiah Investment Group34,176$1.7M1.55%-2,17713F-HRTimeline
Austin Private Wealth, LLC31,342$1.56M0.15%+3,72513F-HRTimeline
MGO ONE SEVEN LLC31,217$1.55M0.06%+4,16013F-HRTimeline
Skyline Advisors, Inc.31,186$1.55M0.6%+2,00113F-HRTimeline
FMR LLCin group FMR LLC30,939$1.54M<0.01%+4,06713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC30,783$1.53M0.02%+11,03713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC30,110$1.5M0.08%+1,38813F-HR/ATimeline
HighTower Advisors, LLC29,484$1.47M<0.01%+21,94413F-HRTimeline
TD Waterhouse Canada Inc.28,405$1.41M0.01%013F-HRTimeline
Magnus Financial Group LLC27,392$1.36M0.13%+6,90713F-HRTimeline
RKL Wealth Management LLC26,788$1.33M0.12%+9113F-HRTimeline
WEALTH ALLIANCE, LLC26,222$1.3M0.16%+3,82213F-HRTimeline
VERITY Wealth Advisors26,031$1.29M0.93%013F-HRTimeline
Regal Investment Advisors LLC25,461$1.27M0.1%+3,19913F-HRTimeline
DIVERSIFIED TRUST CO25,211$1.25M0.03%+40013F-HRTimeline
RFG Advisory, LLC24,487$1.22M0.03%+10,96013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,075$1.2M0.1%new13F-HRTimeline
Snowden Capital Advisors LLC24,100$1.2M0.04%+3,88913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …23,915$1.18M0.07%-6,41713F-HRTimelineGroup
HART & PATTERSON FINANCIAL GROUP LLC23,622$1.17M0.57%+2713F-HRTimeline
MA Private Wealth23,457$1.17M0.22%-16613F-HRTimeline
AMARA FINANCIAL, LLC.21,962$1.09M1.01%+7513F-HRTimeline
CWM, LLCin group CWM, LLC21,796$1.08M<0.01%+4,05413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,655$1.08M<0.01%+10,33713F-HR/ATimeline
Maiden Cove Capital, LLC21,264$1.06M0.99%+8,92913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,953$1.04M<0.01%13F-HR/ATimelineGroup
World Investment Advisors20,932$1.04M0.03%+2,02113F-HRTimeline
Sandbox Financial Partners, LLC20,814$1.03M0.35%-1,65313F-HRTimeline
Clarius Group, LLC20,789$1.03M0.07%+44113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC20,334$1.01M0.51%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,213$1M0.03%13F-HRTimeline
Farther Finance Advisors, LLC19,149$952K0.03%-45213F-HRTimeline
MAI Capital Management18,389$914K0.01%+7,66513F-HRTimeline
GeoWealth Management, LLC18,329$911K0.03%+17,37513F-HRTimeline
Maia Wealth LLC18,153$910K0.2%+2,28713F-HRTimeline
F/m Investments LLC18,168$903K0.03%013F-HRTimeline
Crew Capital Management, Ltd18,168$903K0.75%013F-HRTimeline
National Wealth Management Group, LLC18,074$899K0.6%+65813F-HRTimeline
Shotwell Rutter Baer Inc18,181$897K0.76%-1,82513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…16,778$880K0.05%+3,10713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,371$864K<0.01%-12,57413F-HRTimelineGroup
Keystone Financial Services17,017$846K0.32%+613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,643$827K0.05%+1,53713F-HRTimelineGroup
THEORY FINANCIAL LLC16,196$805K0.34%+9,99213F-HRTimeline
JMG Financial Group, Ltd.15,843$788K0.03%-39013F-HRTimeline
Pine Harbor Wealth Management, LLC15,161$754K0.3%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES15,074$749K0.28%new13F-HRTimeline
WRAPMANAGER INC14,675$730K0.19%-1,71913F-HRTimeline
Van Hulzen Asset Management, LLC14,309$711K0.05%013F-HRTimeline
LifePlan Investment Advisors, Inc.14,303$711K0.44%+5,48713F-HRTimeline
WEALTHGARDEN F.S. LLC14,183$705K0.66%+2,69313F-HRTimeline
Aptus Capital Advisors, LLC13,769$685K0.01%+1,11113F-HRTimeline
Aufman Associates Inc13,618$677K0.46%+4613F-HRTimeline
Oregon Pacific Wealth Management, LLC13,487$671K0.66%13F-HRTimeline
Stewardship Advisors, LLC12,997$646K0.18%+1,94313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,984$646K<0.01%+39313F-HRTimelineGroup
CW Advisors, LLC12,925$643K0.01%-3,61913F-HRTimeline
West Wealth Group, LLC12,880$640K0.19%+1,91113F-HRTimeline
Strategic Blueprint, LLC12,496$621K0.04%-2,57113F-HRTimeline
Wade Financial Advisory, Inc12,325$613K0.21%-2,35313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,302$612K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,135$603K0.02%+2,69313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO11,992$596K0.01%+13913F-HRTimeline
Copperleaf Capital, LLC11,758$585K0.37%-62613F-HRTimeline
First Horizon Advisors, Inc.11,728$583K0.02%-13,24113F-HRTimeline
Marcum Wealth, LLC11,583$576K0.05%-1,90213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,575$576K<0.01%-4,05113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,555$575K<0.01%new13F-HRTimeline
Buttonwood Financial Group, LLC10,802$565K0.31%+23213F-HRTimeline
Attessa Capital LLC11,323$563K0.38%13F-HRTimeline
Perennial Investment Advisors, LLC11,041$549K0.06%+3,26013F-HRTimeline
Atria Investments, Inc10,901$542K0.01%-1,70013F-HRTimeline
EQ LLC10,789$536K0.25%+1,94713F-HRTimeline
OneDigital Investment Advisors LLC10,789$536K0.01%-4013F-HRTimeline
CoreCap Advisors, LLC10,583$526K0.02%+31613F-HRTimeline
Sound View Wealth Advisors Group, LLC9,989$497K0.04%+7913F-HRTimeline
Physician Wealth Advisors, Inc.9,853$490K0.08%-3,01713F-HRTimeline
Highland Financial Advisors, LLC9,828$489K0.17%013F-HRTimeline
Lifelong Wealth Advisors, Inc.9,339$464K0.21%13F-HRTimeline
Venturi Wealth Management, LLC9,208$458K0.02%-21413F-HRTimeline
WBH ADVISORY INC9,178$456K0.04%+1,44613F-HRTimeline
Spectrum Planning & Advisory Services I…9,104$453K0.39%+15613F-HRTimeline
Central Pacific Bank - Trust Division9,043$450K0.06%013F-HRTimeline
Bison Wealth, LLC8,901$443K0.05%13F-HRTimeline
Patriot Financial Group Insurance Agenc…8,771$436K0.06%-5,97313F-HRTimeline
Private Advisor Group, LLC8,652$430K<0.01%-1,79813F-HRTimeline
Tempus Wealth Planning, LLC8,539$425K0.13%+1,07213F-HRTimeline
NewEdge Advisors, LLC8,372$416K<0.01%+2,76813F-HRTimeline
UBS Group AGin group UBS Group AG8,082$402K<0.01%+33413F-HRTimelineGroup
My Legacy Advisors, LLC7,922$400K0.16%+34113F-HRTimeline
Creative Planningin group Creative Planning7,946$395K<0.01%+22813F-HRTimelineGroup
Tortoise Investment Management, LLC7,942$395K0.04%-40013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,917$394K0.02%+2,07713F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD7,900$393K<0.01%+40013F-HRTimelineGroup
Gen-Wealth Partners Inc7,795$388K0.17%-33513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,688$382K0.03%+2513F-HRTimelineGroup
Valmark Advisers, Inc.7,644$380K0.01%+54313F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,562$376K0.01%+60613F-HRTimeline
Mariner, LLCin group Mariner, LLC7,365$366K<0.01%new13F-HRTimelineGroup
Curtis Advisory Group, LLC6,900$343K0.09%013F-HRTimeline
JB Capital LLC6,890$343K0.02%+2,07913F-HRTimeline
HARBOUR INVESTMENTS, INC.6,874$342K0.01%+33713F-HRTimeline
Monterey Private Wealth, Inc.6,835$340K0.11%+2413F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,820$339K0.01%013F-HRTimeline
Claro Advisors Inc.6,781$337K0.05%+89213F-HRTimeline
Milestone Investment Advisors LLC6,776$337K0.09%-1013F-HRTimeline
Betterment LLC6,755$336K<0.01%-12913F-HRTimeline
Sovereign Financial Group, Inc.6,657$331K0.08%new13F-HRTimeline
Savvy Advisors, Inc.6,615$329K0.04%-31513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,481$322K0.02%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP6,322$314K0.03%+3313F-HRTimeline
Centurion Wealth Management LLC6,087$303K0.09%-73613F-HRTimeline
Braun-Bostich & Associates Inc.5,967$297K0.21%+37213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,949$296K<0.01%-813F-HRTimelineGroup
WEDBUSH SECURITIES INC5,916$294K0.01%+48113F-HRTimeline
Values Added Financial LLC5,840$290K0.17%new13F-HRTimeline
Hoxton Planning & Management, LLC5,698$283K0.11%+33213F-HRTimeline
AE Wealth Management LLC5,506$274K<0.01%-42113F-HRTimeline
Trilogy Capital Inc.5,482$273K0.01%+1,11713F-HRTimeline
Keel Point, LLC5,466$272K0.02%013F-HRTimeline
One Capital Management, LLC5,440$270K0.01%new13F-HRTimeline
Goldstein Advisors, LLC5,386$268K0.04%-29513F-HRTimeline
Elmwood Wealth Management, Inc.5,322$265K0.11%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,215$259K<0.01%+30413F-HRTimeline
Freedom Investment Management, Inc.5,203$259K0.02%new13F-HRTimeline
Focus Financial Network, Inc.5,166$257K0.01%+59013F-HRTimeline
Valtinson Bruner Financial Planning LLC5,122$255K0.09%new13F-HRTimeline
Advisory Services Network, LLC4,972$247K<0.01%-1,35213F-HRTimeline
Capital Asset Advisory Services LLC4,804$243K0.01%+46013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,878$243K0.01%-1,06613F-HRTimelineGroup
MBE Wealth Management, LLC4,832$240K0.14%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,804$239K0.01%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,667$232K0.22%13F-HRTimeline
Pallas Capital Advisors LLC4,560$227K0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,556$227K<0.01%new13F-HRTimelineGroup
Northern Capital Management, Inc.4,455$222K0.14%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,421$220K0.02%+6513F-HRTimeline
JFS WEALTH ADVISORS, LLC4,348$216K0.01%+87913F-HRTimeline
Gateway Wealth Partners, LLC4,312$214K0.06%-58813F-HRTimeline