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Disclosery

USXF ISHARES TR

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COM (fund)

264 managers (268 13F filers) reported a position in USXF shares at 2025-06-30, 17,455,696 shares in all. 32 filers opened a position and 9 filers sold out during the quarter.

Managers
264
13F filers
268
New
32
Added
60
Reduced
142
Sold out
9
Shares held by filers
17,455,696

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,501,212$243M-1,862,222Timeline
BlackRock, Inc.in group BlackRock, Inc.2,475,361$133M<0.01%-244,46413F-HRTimelineGroup
LPL Financial LLC1,041,135$56.1M0.02%-118,57013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO715,184$38.6M0.04%+93,09813F-HRTimelineGroup
SigFig Wealth Management, LLC673,120$36.1M1.19%+4,24913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO493,030$26.6M<0.01%-131,53413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC392,790$21.2M0.19%-108,78613F-HRTimelineGroup
MACKENZIE FINANCIAL CORP363,806$19.6M0.03%-5,45713F-HRTimeline
Federation des caisses Desjardins du Qu…348,443$18.8M0.08%-17,12813F-HRTimeline
Allworth Financial LP283,077$15.3M0.07%-94413F-HRTimeline
SPINNAKER TRUST280,739$15.1M0.91%+8,34913F-HRTimeline
Cetera Investment Advisers239,475$12.9M0.02%-72,72913F-HRTimeline
Financial Connections Group, Inc.222,581$12M4.95%+2,06013F-HRTimeline
MML INVESTORS SERVICES, LLC221,136$11.9M0.03%-72,09713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA125,041$6.74M<0.01%-12,42513F-HR/ATimelineGroup
Balanced Rock Investment Advisors LLC117,136$6.32M4.96%-70,28513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/116,126$6.26M<0.01%+19,27813F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC112,976$6.09M1.05%+8,76913F-HRTimeline
Invera Wealth Advisors, LLC111,979$6.04M3.94%-60,42313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY111,095$5.99M<0.01%-1,99413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN109,851$5.92M<0.01%+29913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC108,942$5.88M0.07%-7,50413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC101,926$5.5M0.01%-22,09613F-HRTimelineGroup
One Wealth Advisors, LLC95,796$5.17M0.72%-24,40113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,999$5.12M<0.01%+18,98013F-HRTimelineGroup
Janney Montgomery Scott LLC91,692$4.95M0.01%-2,64513F-HRTimeline
Optas, LLC85,247$4.6M0.87%+94613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,905$4.54M0.01%+30,40913F-HR/ATimelineGroup
Decker Retirement Planning Inc.83,825$4.52M2.62%+83,54813F-HRTimeline
Accredited Investors Inc.78,611$4.24M0.25%-4,01413F-HRTimeline
Cambridge Investment Research Advisors,…75,590$4.08M0.01%+4,06113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,893$3.98M0.01%-1,48813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC70,589$3.81M0.01%-13,91413F-HRTimelineGroup
Atwater Malick LLC68,225$3.68M1.17%013F-HRTimeline
Walkner Condon Financial Advisors LLC67,502$3.64M0.67%+13913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC66,584$3.59M0.01%-2,23513F-HRTimelineGroup
Integrated Wealth Concepts LLC64,617$3.48M0.03%+2,17813F-HRTimeline
GenWealth Group, Inc.63,214$3.41M0.69%+1,08813F-HRTimeline
Financial Advisors, LLC59,514$3.21M0.6%+21,56213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…57,732$3.11M0.03%-24,88413F-HRTimelineGroup
Horst & Graben Wealth Management LLC56,386$3.04M0.5%-16,33713F-HRTimeline
Ally Invest Advisors Inc.54,231$2.92M0.23%+7,87713F-HRTimeline
GeoWealth Management, LLC53,161$2.87M0.11%+6,66013F-HRTimeline
Sanctuary Advisors, LLC52,452$2.83M0.02%-14,18713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,278$2.66M0.02%-20,45613F-HRTimelineGroup
Sharkey, Howes & Javer48,801$2.63M0.35%-19,43513F-HRTimeline
Equita Financial Network, Inc.45,693$2.46M0.98%-7,54713F-HRTimeline
Steward Partners Investment Advisory, L…45,315$2.44M0.02%-15,27013F-HRTimeline
Opes Wealth Management LLC44,795$2.42M0.43%+1,26013F-HRTimeline
Orion Porfolio Solutions, LLC43,044$2.32M0.02%-4,30813F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding42,758$2.31M-2,792Timeline
GOULD ASSET MANAGEMENT LLC /CA/42,725$2.3M0.45%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,184$2.27M<0.01%-34,31713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding42,079$2.27M-1,796Timeline
Davis Wealth Advisors, LLC38,389$2.07M2.2%-18,00013F-HRTimeline
HighTower Advisors, LLC38,332$2.07M<0.01%-58713F-HRTimeline
Highland Financial Advisors, LLC38,320$2.07M0.66%+5,90413F-HRTimeline
Skyline Advisors, Inc.35,324$1.91M0.7%+69513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,077$1.89M0.01%-3,71613F-HRTimeline
Haverford Trust Co34,204$1.84M0.02%new13F-HRTimeline
SOFI WEALTH, LLC34,009$1.83M0.11%+13,33013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC30,794$1.66M0.09%new13F-HRTimeline
NewEdge Advisors, LLC30,702$1.66M0.01%-4,81713F-HRTimeline
Elios Financial Group Inc.29,980$1.62M0.73%-6,21613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,190$1.59M<0.01%+15,78813F-HRTimeline
Perigon Wealth Management, LLC29,412$1.59M0.04%-14,32413F-HRTimeline
TD Waterhouse Canada Inc.28,405$1.53M0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp28,114$1.52M<0.01%-9,72113F-HRTimelineGroup
FLOW TRADERS U.S. LLC27,807$1.5M0.06%+20,98113F-HRTimeline
Magnus Financial Group LLC27,756$1.5M0.13%-18413F-HRTimeline
Investor's Fiduciary Advisor Network, L…27,581$1.49M0.55%-18,71513F-HRTimeline
VERITY Wealth Advisors26,031$1.4M0.94%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,028$1.35M<0.01%-2,80513F-HRTimelineGroup
Modern Wealth Management, LLC24,952$1.35M0.03%+10,61013F-HR/ATimeline
Austin Private Wealth, LLC24,905$1.34M0.11%-6,26213F-HRTimeline
MGO ONE SEVEN LLC24,880$1.34M0.04%-5,53513F-HRTimeline
AMARA FINANCIAL, LLC.24,646$1.33M1.17%+32413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,442$1.32M<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC23,504$1.27M0.01%+1,18313F-HRTimeline
MA Private Wealth23,457$1.27M0.23%013F-HRTimeline
Capital Investment Advisors, LLC23,228$1.25M0.02%-5013F-HR/ATimeline
Farther Finance Advisors, LLC23,171$1.25M0.03%-83413F-HRTimeline
Clarius Group, LLC22,650$1.22M0.07%+73513F-HRTimeline
DIVERSIFIED TRUST CO22,284$1.2M0.03%-2,00013F-HRTimeline
Composition Wealth, LLC22,137$1.19M0.02%new13F-HRTimeline
RKL Wealth Management LLC21,527$1.16M0.1%+5313F-HRTimeline
CW Advisors, LLC21,275$1.15M0.01%+7,12913F-HRTimeline
RFG Advisory, LLC21,263$1.15M0.03%-8,39613F-HRTimeline
CWM, LLCin group CWM, LLC21,251$1.15M<0.01%-69013F-HRTimelineGroup
Regal Investment Advisors LLC20,838$1.12M0.08%-6,82113F-HRTimeline
Atria Wealth Solutions, Inc.20,708$1.12M0.03%-109,82113F-HRTimeline
Shotwell Rutter Baer Inc19,255$1.05M0.71%-2113F-HRTimeline
Snowden Capital Advisors LLC19,462$1.05M0.03%-4,86613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,237$1.04M0.02%-3,75813F-HRTimeline
Sandbox Financial Partners, LLC19,024$1.03M0.32%+2513F-HRTimeline
WEALTH ALLIANCE, LLC18,862$1.02M0.11%-6,41913F-HRTimeline
MAI Capital Management18,618$1M0.01%+2913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,186$981K<0.01%-22313F-HRTimelineGroup
F/m Investments LLC18,168$981K0.04%013F-HRTimeline
Crew Capital Management, Ltd18,168$980K0.7%013F-HRTimeline
DOHJ, LLC21,231$952K0.28%-15,93813F-HRTimeline
Perennial Investment Advisors, LLC17,511$944K0.09%-47213F-HRTimeline
World Investment Advisors16,790$906K0.02%-6,00513F-HRTimeline
National Wealth Management Group, LLC16,705$901K0.5%-1,79713F-HRTimeline
Stewardship Advisors, LLC16,290$879K0.22%+36413F-HRTimeline
Creative Planningin group Creative Planning16,039$865K<0.01%+2,61613F-HRTimelineGroup
Ramiah Investment Group15,528$837K0.9%+3,37613F-HRTimeline
Maia Wealth LLC15,502$836K0.16%-2,39813F-HRTimeline
Pine Harbor Wealth Management, LLC15,067$813K0.29%-9413F-HRTimeline
FMR LLCin group FMR LLC15,039$811K<0.01%-10,36413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,932$805K<0.01%+5,35413F-HRTimelineGroup
Values Added Financial LLC14,729$794K0.39%+3,95313F-HRTimeline
Copperleaf Capital, LLC14,191$765K0.39%+16913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC14,040$757K0.36%-7,28513F-HRTimeline
Oregon Pacific Wealth Management, LLC13,957$753K0.71%-13713F-HRTimeline
Central Pacific Bank - Trust Division13,920$751K0.1%+4,87713F-HRTimeline
Keystone Financial Services13,654$736K0.25%-6,65513F-HRTimeline
Aufman Associates Inc13,648$736K0.45%013F-HRTimeline
Aptus Capital Advisors, LLC13,422$724K0.01%-35513F-HRTimeline
Van Hulzen Asset Management, LLC13,309$718K0.06%-1,00013F-HRTimeline
eCIO, Inc.13,053$704K0.3%new13F-HRTimeline
THEORY FINANCIAL LLC12,188$675K0.26%-4,13913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,302$663K0.01%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,241$660K0.01%-34113F-HRTimeline
LifePlan Investment Advisors, Inc.12,154$655K0.33%-5,29713F-HRTimeline
MBE Wealth Management, LLC11,847$639K0.28%-4313F-HRTimeline
WEALTHGARDEN F.S. LLC11,466$635K0.53%-3,46513F-HRTimeline
JMG Financial Group, Ltd.11,633$627K0.02%013F-HRTimeline
First Horizon Advisors, Inc.11,582$625K0.02%+45013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,437$617K<0.01%-2813F-HRTimeline
Venturi Wealth Management, LLC11,232$606K0.03%+11713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,055$596K0.02%-2,08013F-HRTimelineGroup
CoreCap Advisors, LLC10,922$589K0.02%-24213F-HRTimeline
West Wealth Group, LLC10,513$584K0.15%-33013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,187$549K0.02%-4,56413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,110$545K<0.01%-214,33513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG9,825$530K<0.01%-3,31713F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,326$524K0.02%-11,50813F-HRTimelineGroup
Atria Investments, Inc9,707$523K0.01%-1,33613F-HRTimeline
Curtis Advisory Group, LLC9,653$521K0.13%013F-HRTimeline
EQ LLC9,547$515K0.2%-2,65913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,416$508K0.04%new13F-HRTimeline
Physician Wealth Advisors, Inc.9,251$499K0.08%-20113F-HRTimeline
Strategic Blueprint, LLC9,137$493K0.02%-3,50213F-HRTimeline
Lifelong Wealth Advisors, Inc.8,805$475K0.16%-3,37313F-HRTimeline
Freedom Investment Management, Inc.8,719$470K0.04%+8913F-HRTimeline
OneDigital Investment Advisors LLC8,649$466K0.01%-1,58113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,526$460K0.02%-3,43613F-HRTimelineGroup
Bison Wealth, LLC8,442$455K0.04%+3513F-HRTimeline
Sound View Wealth Advisors Group, LLC8,214$443K0.03%013F-HRTimeline
Private Advisor Group, LLC8,152$440K<0.01%-3,69913F-HRTimeline
Valmark Advisers, Inc.8,131$439K0.01%+51413F-HRTimeline
Buttonwood Financial Group, LLC7,949$431K0.22%-3,58713F-HRTimeline
Sage Financial Management Group, Inc.7,884$425K0.15%-4613F-HRTimeline
Attessa Capital LLC7,735$417K0.27%+79213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,426$400K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC7,426$400K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,267$392K<0.01%-2,41913F-HRTimelineGroup
Tortoise Investment Management, LLC7,262$392K0.04%-68013F-HRTimeline
Spectrum Planning & Advisory Services I…7,253$391K0.25%-3,51013F-HRTimeline
&PARTNERS7,159$390K<0.01%+3,04813F-HRTimeline
Tempus Wealth Planning, LLC7,227$390K0.1%-1,50813F-HRTimeline
Savvy Advisors, Inc.7,157$386K0.03%-14113F-HRTimeline
WBH ADVISORY INC7,112$384K0.03%-2,13813F-HRTimeline
KWB Wealth8,120$379K0.05%+2,84913F-HRTimeline
Betterment LLC6,904$372K<0.01%-40813F-HRTimeline
Hoxton Planning & Management, LLC6,886$371K0.13%-3,65313F-HRTimeline
Gen-Wealth Partners Inc6,798$367K0.14%-1,14813F-HRTimeline
Trilogy Capital Inc.6,766$365K0.02%-1,07513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD6,700$361K<0.01%-50013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC6,684$360K0.01%-2,06313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,600$356K<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…6,461$348K0.04%-1,99913F-HRTimeline
HARBOUR INVESTMENTS, INC.6,387$344K0.01%-63413F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,385$344K0.01%013F-HRTimeline
BEACON FINANCIAL GROUP6,184$334K0.03%-14613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,900$318K<0.01%013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.5,864$316K0.15%+96013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,816$314K0.01%-1,92713F-HRTimeline
Alpha Financial Advisors, LLC5,814$314K0.12%+1413F-HRTimeline
Milestone Investment Advisors LLC5,757$310K0.08%-62513F-HRTimeline
HRT FINANCIAL LP5,707$307K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,645$304K0.01%+55813F-HRTimeline
Capital Asset Advisory Services LLC5,645$303K0.01%+55813F-HRTimeline
Cypress Wealth Services, LLC5,520$298K0.05%new13F-HRTimeline
Keel Point, LLC5,466$295K0.02%013F-HRTimeline
Centurion Wealth Management LLC5,390$291K0.08%-69713F-HRTimeline
Sovereign Financial Group, Inc.5,329$287K0.06%-2,06813F-HRTimeline
Elmwood Wealth Management, Inc.5,322$287K0.11%013F-HRTimeline
Goldstein Advisors, LLC5,300$286K0.04%-813F-HRTimeline
Braun-Bostich & Associates Inc.5,282$285K0.19%-1,12413F-HRTimeline
One Capital Management, LLC5,240$283K0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,216$281K<0.01%+64213F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT5,215$281K<0.01%013F-HRTimeline
My Legacy Advisors, LLC5,028$275K0.1%-3,17713F-HRTimeline
Sovran Advisors, LLC5,014$272K0.03%-1,00813F-HRTimeline
JB Capital LLC4,976$268K0.01%-1,72713F-HRTimeline
WRAPMANAGER INC4,920$265K0.06%-3,72613F-HRTimeline
Valtinson Bruner Financial Planning LLC4,904$264K0.08%-75313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,592$248K<0.01%+17313F-HRTimelineGroup