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Disclosery

USXF ISHARES TR

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COM (fund)

242 managers (246 13F filers) reported a position in USXF shares at 2025-03-31, 20,571,542 shares in all. 17 filers opened a position and 15 filers sold out during the quarter.

Managers
242
13F filers
246
New
17
Added
129
Reduced
70
Sold out
15
Shares held by filers
20,571,542

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,363,434$297M-224,050Timeline
BlackRock, Inc.in group BlackRock, Inc.2,719,825$127M<0.01%+62,61013F-HRTimelineGroup
LPL Financial LLC1,159,705$54.1M0.02%+111,53913F-HRTimeline
SigFig Wealth Management, LLC668,871$31.1M1.12%+19,72313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO624,564$29.1M<0.01%+15,50813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO622,086$29M0.04%+106,13013F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC501,576$23.4M0.29%+37,75513F-HRTimelineGroup
MACKENZIE FINANCIAL CORP369,263$17.2M0.02%-96,64113F-HRTimeline
Federation des caisses Desjardins du Qu…365,571$17.1M0.08%+27,17013F-HRTimeline
Cetera Investment Advisers312,204$14.6M0.03%+34,82113F-HRTimeline
MML INVESTORS SERVICES, LLC293,233$13.7M0.05%+9,63113F-HRTimeline
Allworth Financial LP284,021$13.1M0.07%+6,65913F-HRTimeline
SPINNAKER TRUST272,390$12.7M0.83%-60,57813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…224,445$11.7M0.03%+5,52213F-HR/ATimelineGroup
Financial Connections Group, Inc.220,521$10.3M4.62%+6,16513F-HRTimeline
Balanced Rock Investment Advisors LLC187,421$8.75M6.97%+3,78913F-HRTimeline
Invera Wealth Advisors, LLC172,402$8.05M5.2%-6,35613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA137,466$6.42M<0.01%+6,50813F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.130,529$6.09M0.07%-9,87813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC124,022$5.79M0.02%+4,95813F-HRTimelineGroup
One Wealth Advisors, LLC120,197$5.61M0.84%-1513F-HRTimeline
RWA WEALTH PARTNERS, LLC116,446$5.43M0.07%-12,10113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY113,089$5.28M<0.01%-3,36213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN109,552$5.11M<0.01%+17,07713F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC104,207$4.86M0.94%+13,34113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,848$4.52M<0.01%+1,45013F-HRTimelineGroup
Janney Montgomery Scott LLC94,337$4.4M0.01%+3,88113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC84,503$3.94M0.01%-12,57913F-HRTimelineGroup
Optas, LLC84,301$3.93M0.68%+1,85813F-HRTimeline
Accredited Investors Inc.82,625$3.86M0.24%+4,88613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…82,616$3.86M0.03%-6,13613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC76,501$3.57M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,019$3.55M<0.01%-3,72013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC75,381$3.52M<0.01%-1,66813F-HRTimeline
Horst & Graben Wealth Management LLC72,723$3.39M0.61%-2,43213F-HRTimeline
Cambridge Investment Research Advisors,…71,529$3.34M0.01%-67813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.69,734$3.25M0.03%+2,45713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC68,819$3.21M0.01%+11313F-HRTimelineGroup
Sharkey, Howes & Javer68,236$3.18M0.46%+84413F-HRTimeline
Atwater Malick LLC68,225$3.18M1.08%013F-HRTimeline
Walkner Condon Financial Advisors LLC67,363$3.14M0.64%-4,05313F-HRTimeline
Sanctuary Advisors, LLC66,639$3.11M0.02%+3,33213F-HRTimeline
Integrated Wealth Concepts LLC62,439$2.91M0.03%+3,04913F-HRTimeline
GenWealth Group, Inc.62,126$2.9M0.64%-31113F-HRTimeline
Steward Partners Investment Advisory, L…60,585$2.83M0.02%+1,82813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,496$2.64M0.01%-16,94313F-HRTimelineGroup
Davis Wealth Advisors, LLC56,389$2.63M2.97%-1,66513F-HRTimeline
Equita Financial Network, Inc.53,240$2.48M0.87%+4,12513F-HRTimeline
Orion Porfolio Solutions, LLC47,352$2.21M0.02%new13F-HRTimeline
Orion Portfolio Solutions, LLC47,352$2.21M0.02%new13F-HR/ATimeline
GeoWealth Management, LLC46,501$2.17M0.09%+28,17213F-HRTimeline
Ally Invest Advisors Inc.46,354$2.16M0.19%+4,88413F-HRTimeline
Investor's Fiduciary Advisor Network, L…46,296$2.16M1.02%+3,02213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding45,550$2.13M+748Timeline
Stratos Wealth Partners, LTD.group of 3 filers holding43,875$2.05M-9,387Timeline
Perigon Wealth Management, LLC43,736$2.04M0.05%+6,77813F-HRTimeline
Opes Wealth Management LLC43,535$2.03M0.41%+3,55113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/42,725$1.99M0.41%013F-HRTimeline
HighTower Advisors, LLC38,919$1.82M<0.01%+9,43513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.38,793$1.81M0.01%+4,02713F-HRTimeline
Financial Advisors, LLC37,952$1.77M0.35%+4813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,835$1.77M<0.01%+2,14213F-HRTimelineGroup
DOHJ, LLC37,169$1.73M0.4%-2,70313F-HRTimeline
Elios Financial Group Inc.36,196$1.69M0.83%+36713F-HRTimeline
NewEdge Advisors, LLC35,519$1.66M0.01%+27,14713F-HRTimeline
Skyline Advisors, Inc.34,629$1.62M0.64%+3,44313F-HRTimeline
Highland Financial Advisors, LLC32,416$1.51M0.54%+22,58813F-HRTimeline
Austin Private Wealth, LLC31,167$1.45M0.13%-17513F-HRTimeline
MGO ONE SEVEN LLC30,415$1.42M0.06%-80213F-HRTimeline
RFG Advisory, LLC29,659$1.38M0.04%+5,17213F-HRTimeline
TD Waterhouse Canada Inc.28,405$1.33M0.01%013F-HRTimeline
Magnus Financial Group LLC27,940$1.3M0.13%+54813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,833$1.3M<0.01%+6,88013F-HRTimelineGroup
Regal Investment Advisors LLC27,659$1.29M0.1%+2,19813F-HRTimeline
TOWNSQUARE CAPITAL LLC27,271$1.27M0.01%-3,51213F-HRTimeline
VERITY Wealth Advisors26,031$1.21M0.9%013F-HRTimeline
FMR LLCin group FMR LLC25,403$1.19M<0.01%-5,53613F-HRTimelineGroup
WEALTH ALLIANCE, LLC25,281$1.18M0.14%-94113F-HRTimeline
Snowden Capital Advisors LLC24,328$1.14M0.04%+22813F-HRTimeline
AMARA FINANCIAL, LLC.24,322$1.14M1.05%+2,36013F-HRTimeline
DIVERSIFIED TRUST CO24,284$1.13M0.03%-92713F-HRTimeline
Farther Finance Advisors, LLC24,005$1.12M0.03%+4,85613F-HRTimeline
MA Private Wealth23,457$1.09M0.21%013F-HRTimeline
Capital Investment Advisors, LLC23,278$1.09M0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,995$1.07M0.03%+2,78213F-HRTimeline
World Investment Advisors22,795$1.06M0.03%+1,86313F-HRTimeline
Merit Financial Group, LLC22,321$1.04M0.02%+18,10613F-HRTimeline
CWM, LLCin group CWM, LLC21,941$1.02M<0.01%+14513F-HRTimelineGroup
Clarius Group, LLC21,915$1.02M0.06%+1,12613F-HRTimeline
RKL Wealth Management LLC21,474$1M0.09%-5,31413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC21,325$995K0.53%+99113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …20,834$970K0.06%-3,08113F-HRTimelineGroup
SOFI WEALTH, LLC20,679$965K0.07%+17,88913F-HRTimeline
Keystone Financial Services20,309$948K0.36%+3,29213F-HRTimeline
Sandbox Financial Partners, LLC18,999$887K0.31%-1,81513F-HRTimeline
MAI Capital Management18,589$868K0.01%+20013F-HRTimeline
National Wealth Management Group, LLC18,502$863K0.57%+42813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,409$859K<0.01%+1,03813F-HRTimelineGroup
Crew Capital Management, Ltd18,168$848K0.69%013F-HRTimeline
F/m Investments LLC18,168$848K0.03%013F-HRTimeline
Perennial Investment Advisors, LLC17,983$839K0.09%+6,94213F-HRTimeline
LifePlan Investment Advisors, Inc.17,451$814K0.47%+3,14813F-HRTimeline
Maia Wealth LLC17,900$811K0.18%-25313F-HRTimeline
Shotwell Rutter Baer Inc19,276$810K0.71%+1,09513F-HRTimeline
THEORY FINANCIAL LLC16,327$762K0.32%+13113F-HRTimeline
Stewardship Advisors, LLC15,926$743K0.2%+2,92913F-HRTimeline
Pine Harbor Wealth Management, LLC15,161$708K0.28%013F-HRTimeline
WEALTHGARDEN F.S. LLC14,931$697K0.67%+74813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,751$688K0.04%-1,89213F-HRTimelineGroup
Wade Financial Advisory, Inc14,562$680K0.23%+2,23713F-HRTimeline
Modern Wealth Management, LLC14,342$669K0.02%new13F-HR/ATimeline
Van Hulzen Asset Management, LLC14,309$668K0.06%013F-HRTimeline
CW Advisors, LLC14,146$660K0.01%+1,22113F-HRTimeline
Oregon Pacific Wealth Management, LLC14,094$658K0.66%+60713F-HRTimeline
Copperleaf Capital, LLC14,022$654K0.39%+2,26413F-HRTimeline
Aptus Capital Advisors, LLC13,777$643K0.01%+813F-HRTimeline
Aufman Associates Inc13,648$637K0.44%+3013F-HRTimeline
Creative Planningin group Creative Planning13,423$626K<0.01%+5,47713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,402$625K<0.01%-8,25313F-HRTimeline
UBS Group AGin group UBS Group AG13,142$613K<0.01%+5,06013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,135$613K0.02%+1,00013F-HRTimelineGroup
Strategic Blueprint, LLC12,639$590K0.03%+14313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,582$587K0.01%+59013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,302$574K0.01%013F-HRTimeline
EQ LLC12,206$570K0.27%+1,41713F-HRTimeline
Lifelong Wealth Advisors, Inc.12,178$568K0.27%+2,83913F-HRTimeline
Ramiah Investment Group12,152$567K0.54%-22,02413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,962$558K0.02%+4,27413F-HRTimelineGroup
MBE Wealth Management, LLC11,890$555K0.27%+7,05813F-HRTimeline
Private Advisor Group, LLC11,851$553K<0.01%+3,19913F-HRTimeline
JMG Financial Group, Ltd.11,633$543K0.02%-4,21013F-HRTimeline
Marcum Wealth, LLC11,607$542K0.05%+2413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,465$535K<0.01%-9013F-HRTimeline
CoreCap Advisors, LLC11,164$521K0.02%+58113F-HRTimeline
First Horizon Advisors, Inc.11,132$520K0.01%-59613F-HRTimeline
Venturi Wealth Management, LLC11,115$519K0.03%+1,90713F-HRTimeline
Atria Investments, Inc11,043$515K0.01%+14213F-HRTimeline
Buttonwood Financial Group, LLC11,536$508K0.3%+73413F-HRTimeline
West Wealth Group, LLC10,843$507K0.15%-2,03713F-HRTimeline
Sigma Planning Corp10,819$505K0.02%-24,84313F-HRTimeline
Values Added Financial LLC10,776$503K0.28%+4,93613F-HRTimeline
Spectrum Planning & Advisory Services I…10,763$502K0.42%+1,65913F-HRTimeline
Hoxton Planning & Management, LLC10,539$492K0.19%+4,84113F-HRTimeline
OneDigital Investment Advisors LLC10,230$477K0.01%-55913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,686$452K<0.01%new13F-HR/ATimelineGroup
Curtis Advisory Group, LLC9,653$451K0.13%+2,75313F-HRTimeline
Mariner, LLCin group Mariner, LLC9,578$447K<0.01%+2,21313F-HRTimelineGroup
Physician Wealth Advisors, Inc.9,452$441K0.08%-40113F-HRTimeline
WBH ADVISORY INC9,250$432K0.04%+7213F-HRTimeline
Central Pacific Bank - Trust Division9,043$422K0.06%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,747$409K0.02%+83013F-HRTimelineGroup
Tempus Wealth Planning, LLC8,735$408K0.12%+19613F-HRTimeline
WRAPMANAGER INC8,646$404K0.11%-6,02913F-HRTimeline
Freedom Investment Management, Inc.8,630$403K0.03%+3,42713F-HRTimeline
Patriot Financial Group Insurance Agenc…8,460$395K0.05%-31113F-HRTimeline
Bison Wealth, LLC8,407$392K0.04%-49413F-HRTimeline
Sound View Wealth Advisors Group, LLC8,214$383K0.03%-1,77513F-HRTimeline
My Legacy Advisors, LLC8,205$383K0.15%+28313F-HRTimeline
Gen-Wealth Partners Inc7,946$371K0.15%+15113F-HRTimeline
Tortoise Investment Management, LLC7,942$371K0.04%013F-HR/ATimeline
Sage Financial Management Group, Inc.7,930$370K0.13%+3,88613F-HRTimeline
Trilogy Capital Inc.7,841$366K0.02%+2,35913F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,743$361K0.01%+18113F-HRTimeline
Valmark Advisers, Inc.7,617$355K0.01%-2713F-HRTimeline
Sovereign Financial Group, Inc.7,397$345K0.08%+74013F-HRTimeline
Betterment LLC7,312$341K<0.01%+55713F-HRTimeline
Savvy Advisors, Inc.7,298$341K0.03%+68313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD7,200$336K<0.01%-70013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,021$328K0.01%+14713F-HRTimeline
Attessa Capital LLC6,943$324K0.21%-4,38013F-HRTimeline
FLOW TRADERS U.S. LLC6,826$319K0.01%-35,17813F-HRTimeline
Claro Advisors Inc.6,740$315K0.04%-4113F-HRTimeline
JB Capital LLC6,703$313K0.02%-18713F-HRTimeline
Centurion Wealth Management LLC6,087$303K0.09%013F-HRTimeline
Braun-Bostich & Associates Inc.6,406$299K0.22%+43913F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,385$298K0.01%-43513F-HRTimeline
Milestone Investment Advisors LLC6,382$298K0.08%-39413F-HRTimeline
BEACON FINANCIAL GROUP6,330$295K0.03%+813F-HRTimeline
WEDBUSH SECURITIES INC6,079$284K0.01%+16313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,045$282K0.02%-43613F-HRTimelineGroup
Golden State Wealth Management, LLC5,911$276K0.04%+1,60613F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\5,900$275K<0.01%-4913F-HRTimelineGroup
&PARTNERS4,111$273K<0.01%new13F-HRTimeline
Alpha Financial Advisors, LLC5,800$271K0.12%new13F-HRTimeline
Gateway Wealth Partners, LLC5,783$270K0.06%+1,47113F-HRTimeline
Sovran Advisors, LLC6,022$266K0.03%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC5,657$264K0.09%+53513F-HRTimeline
KWB Wealth5,271$262K0.03%new13F-HRTimeline
Keel Point, LLC5,466$255K0.02%013F-HRTimeline
Focus Financial Network, Inc.5,324$248K0.01%+15813F-HRTimeline
Elmwood Wealth Management, Inc.5,322$248K0.1%013F-HRTimeline
Goldstein Advisors, LLC5,308$248K0.04%-7813F-HRTimeline
One Capital Management, LLC5,240$245K0.01%-20013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,215$243K<0.01%013F-HRTimeline
Capital Asset Advisory Services LLC5,087$240K0.01%+28313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,087$237K0.01%+28313F-HRTimeline
Advisory Services Network, LLC4,982$233K<0.01%+1013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,904$229K0.12%+23713F-HRTimeline
Simplicity Wealth,LLC4,831$225K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC4,641$217K0.01%+29313F-HRTimeline