Skip to content
Disclosery

USXF ISHARES TR

Follow

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,222,550$185M-1,278,662Timeline
BlackRock, Inc.in group BlackRock, Inc.2,395,741$137M<0.01%-79,62013F-HRTimelineGroup
LPL Financial LLC882,334$50.6M0.01%-158,80113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO775,582$44.4M0.05%+60,39813F-HRTimelineGroup
SigFig Wealth Management, LLC667,268$38M1.18%-5,85213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO499,440$28.6M<0.01%+6,41013F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…361,912$20.7M0.08%+13,46913F-HRTimeline
MACKENZIE FINANCIAL CORP354,596$20.3M0.02%-9,21013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC300,505$17.2M0.13%-92,28513F-HRTimelineGroup
Allworth Financial LP292,208$16.7M0.07%+9,13113F-HRTimeline
Financial Connections Group, Inc.237,052$13.6M5.3%+14,47113F-HRTimeline
Cetera Investment Advisers218,487$12.5M0.01%-20,98813F-HRTimeline
SPINNAKER TRUST160,940$9.22M0.51%-119,79913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,545$8.57M<0.01%+24,50413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC148,528$8.51M0.02%-72,60813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN120,866$6.93M<0.01%+11,01513F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC115,172$6.6M1.04%+2,19613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY111,649$6.4M<0.01%+55413F-HR/ATimelineGroup
RWA WEALTH PARTNERS, LLC108,174$6.2M0.07%-76813F-HRTimeline
Balanced Rock Investment Advisors LLC107,818$6.18M4.52%-9,31813F-HRTimeline
GTS SECURITIES LLC107,055$6.14M0.24%new13F-HRTimeline
Invera Wealth Advisors, LLC106,244$6.09M3.75%-5,73513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,620$6M<0.01%+79,59213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,932$5.18M0.01%+4,02713F-HRTimelineGroup
Janney Montgomery Scott LLC89,411$5.12M0.01%-2,28113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC86,819$4.98M<0.01%-8,18013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/86,388$4.95M<0.01%-29,73813F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…80,728$4.63M0.01%+70,61813F-HRTimelineGroup
One Wealth Advisors, LLC78,970$4.53M0.57%-16,82613F-HRTimeline
Decker Retirement Planning Inc.77,784$4.46M2.45%-6,04113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC77,643$4.45M0.01%-24,28313F-HRTimelineGroup
Accredited Investors Inc.74,934$4.29M0.24%-3,67713F-HRTimeline
Atwater Malick LLC68,225$3.91M1.14%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC67,820$3.89M0.01%-2,76913F-HRTimelineGroup
Walkner Condon Financial Advisors LLC66,329$3.8M0.6%-1,17313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,035$3.78M<0.01%-7,85813F-HRTimeline
GenWealth Group, Inc.64,154$3.68M0.68%+94013F-HRTimeline
Integrated Wealth Concepts LLC63,261$3.63M0.03%-1,35613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC62,906$3.61M0.01%-3,67813F-HRTimelineGroup
Cambridge Investment Research Advisors,…61,880$3.55M0.01%-13,71013F-HRTimeline
Financial Advisors, LLC59,527$3.41M0.6%+1313F-HRTimeline
Ally Invest Advisors Inc.56,660$3.25M0.23%+2,42913F-HRTimeline
CGC Financial Services, LLC54,813$3.14M0.87%new13F-HRTimeline
Sanctuary Advisors, LLC49,824$2.86M0.02%-2,62813F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding48,155$2.76M+5,397Timeline
SOFI WEALTH, LLC46,904$2.69M0.14%+12,89513F-HRTimeline
Orion Porfolio Solutions, LLC46,429$2.66M0.02%+3,38513F-HRTimeline
GeoWealth Management, LLC45,569$2.61M0.1%-7,59213F-HRTimeline
Opes Wealth Management LLC45,005$2.58M0.45%+21013F-HRTimeline
Equita Financial Network, Inc.44,826$2.57M0.87%-86713F-HRTimeline
NewEdge Advisors, LLC44,499$2.55M0.01%+13,79713F-HRTimeline
Highland Financial Advisors, LLC44,304$2.54M0.73%+5,98413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…44,000$2.52M0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding43,826$2.51M+1,747Timeline
Horst & Graben Wealth Management LLC43,216$2.48M0.38%-13,17013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/42,725$2.45M0.45%013F-HRTimeline
Steward Partners Investment Advisory, L…39,998$2.29M0.01%-5,31713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,412$2.26M0.02%-9,86613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…38,951$2.23M0.02%-18,78113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,715$2.22M<0.01%-3,46913F-HRTimelineGroup
Sharkey, Howes & Javer38,081$2.18M0.28%-10,72013F-HRTimeline
Skyline Advisors, Inc.35,754$2.05M0.71%+43013F-HRTimeline
Haverford Trust Co34,446$1.97M0.02%+24213F-HRTimeline
Optas, LLC34,105$1.95M0.33%-51,14213F-HRTimeline
Beacon Pointe Advisors, LLC32,375$1.86M0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,343$1.8M<0.01%+2,15313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC30,355$1.74M0.09%-43913F-HRTimeline
Perigon Wealth Management, LLC30,160$1.73M0.04%+74813F-HRTimeline
Davis Wealth Advisors, LLC30,056$1.72M1.55%-8,33313F-HRTimeline
Modern Wealth Management, LLC29,150$1.67M0.03%+4,19813F-HRTimeline
Sandbox Financial Partners, LLC29,099$1.67M0.48%+10,07513F-HRTimeline
TD Waterhouse Canada Inc.28,405$1.63M0.01%013F-HRTimeline
Magnus Financial Group LLC27,775$1.59M0.13%+1913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp27,427$1.57M<0.01%-68713F-HRTimelineGroup
VERITY Wealth Advisors26,031$1.49M0.94%013F-HRTimeline
Ramiah Investment Group25,205$1.44M1.28%+9,67713F-HRTimeline
MAI Capital Management24,862$1.42M0.01%+6,24413F-HRTimeline
AMARA FINANCIAL, LLC.24,736$1.42M1.04%+9013F-HRTimeline
HighTower Advisors, LLC24,547$1.41M<0.01%-13,78513F-HRTimeline
Values Added Financial LLC23,430$1.34M0.6%+8,70113F-HRTimeline
Farther Finance Advisors, LLC23,063$1.32M0.02%-10813F-HRTimeline
Clarius Group, LLC22,653$1.3M0.08%+313F-HRTimeline
DIVERSIFIED TRUST CO22,634$1.3M0.03%+35013F-HRTimeline
Capital Investment Advisors, LLC22,416$1.28M0.02%-81213F-HRTimeline
RKL Wealth Management LLC21,575$1.24M0.11%+4813F-HRTimeline
CWM, LLCin group CWM, LLC21,489$1.23M<0.01%+23813F-HRTimelineGroup
Austin Private Wealth, LLC21,058$1.21M0.09%-3,84713F-HRTimeline
Shotwell Rutter Baer Inc20,610$1.2M0.77%+1,35513F-HRTimeline
Investor's Fiduciary Advisor Network, L…20,315$1.16M0.39%-7,26613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,045$1.15M<0.01%+1,85913F-HRTimelineGroup
RFG Advisory, LLC19,684$1.13M0.02%-1,57913F-HRTimeline
MA Private Wealth19,083$1.09M0.18%-4,37413F-HRTimeline
MGO ONE SEVEN LLC18,678$1.07M0.02%-6,20213F-HRTimeline
Merit Financial Group, LLC18,627$1.07M0.01%-4,87713F-HR/ATimeline
Perennial Investment Advisors, LLC17,630$1.01M0.08%+11913F-HRTimeline
National Wealth Management Group, LLC16,912$969K0.37%+20713F-HRTimeline
Creative Planningin group Creative Planning16,346$937K<0.01%+30713F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,933$913K0.04%-11,87413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,813$906K<0.01%+8,54613F-HRTimelineGroup
Aufman Associates Inc15,656$897K0.51%+2,00813F-HRTimeline
Stewardship Advisors, LLC15,590$893K0.21%-70013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,044$862K0.02%-4,19313F-HRTimeline
Pine Harbor Wealth Management, LLC15,013$860K0.28%-5413F-HRTimeline
WEALTH ALLIANCE, LLC14,717$843K0.09%-4,14513F-HRTimeline
Regal Investment Advisors LLC14,532$833K0.05%-6,30613F-HRTimeline
&PARTNERS14,351$831K0.01%+7,19213F-HRTimeline
Mariner, LLCin group Mariner, LLC14,099$808K<0.01%-83313F-HRTimelineGroup
Central Pacific Bank - Trust Division13,920$798K0.1%013F-HRTimeline
Snowden Capital Advisors LLC13,838$793K0.02%-5,62413F-HRTimeline
Keystone Financial Services13,801$791K0.25%+14713F-HRTimeline
Aptus Capital Advisors, LLC13,217$757K0.01%-20513F-HRTimeline
World Investment Advisors13,071$749K0.02%-3,71913F-HRTimeline
Van Hulzen Asset Management, LLC12,859$737K0.05%-45013F-HRTimeline
Maia Wealth LLC12,616$735K0.12%-2,88613F-HRTimeline
Oregon Pacific Wealth Management, LLC12,542$719K0.62%-1,41513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,155$697K0.01%-8613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,910$683K0.01%-39213F-HRTimeline
eCIO, Inc.11,723$672K0.25%-1,33013F-HRTimeline
JMG Financial Group, Ltd.11,633$667K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,537$661K<0.01%+10013F-HRTimeline
F/m Investments LLC11,461$657K0.03%-6,70713F-HRTimeline
Crew Capital Management, Ltd11,461$657K0.44%-6,70713F-HRTimeline
Venturi Wealth Management, LLC10,819$620K0.03%-41313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC10,713$614K0.28%-3,32713F-HRTimeline
CoreCap Advisors, LLC10,678$612K0.02%-24413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,421$597K<0.01%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC10,360$594K0.02%new13F-HRTimeline
West Wealth Group, LLC10,337$590K0.13%-17613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,002$573K0.01%-1,05313F-HRTimelineGroup
MBE Wealth Management, LLC9,736$558K0.24%-2,11113F-HRTimeline
UBS Group AGin group UBS Group AG9,622$551K<0.01%-20313F-HRTimelineGroup
EQ LLC9,542$547K0.19%-513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD9,400$539K<0.01%+2,70013F-HRTimelineGroup
FMR LLCin group FMR LLC9,276$532K<0.01%-5,76313F-HRTimelineGroup
Physician Wealth Advisors, Inc.9,251$530K0.08%013F-HRTimeline
WEALTHGARDEN F.S. LLC9,019$519K0.37%-2,44713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,416$506K0.04%013F-HRTimeline
LifePlan Investment Advisors, Inc.8,793$504K0.21%-3,36113F-HRTimeline
Lifelong Wealth Advisors, Inc.8,759$502K0.15%-4613F-HRTimeline
Sound View Wealth Advisors Group, LLC8,214$471K0.03%013F-HRTimeline
THEORY FINANCIAL LLC8,084$465K0.16%-4,10413F-HRTimeline
Atria Investments, Inc8,087$463K0.01%-1,62013F-HRTimeline
Strategic Blueprint, LLC8,034$460K0.02%-1,10313F-HRTimeline
Private Advisor Group, LLC7,995$458K<0.01%-15713F-HRTimeline
Valmark Advisers, Inc.7,984$458K0.01%-14713F-HRTimeline
Copperleaf Capital, LLC7,946$455K0.22%-6,24513F-HRTimeline
Sage Financial Management Group, Inc.7,884$452K0.14%013F-HRTimeline
KWB Wealth8,223$443K0.05%+10313F-HRTimeline
RCS Financial Planning, LLC7,703$441K0.2%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,632$437K0.02%-2,55513F-HRTimelineGroup
Attessa Capital LLC7,492$429K0.25%-24313F-HRTimeline
OneDigital Investment Advisors LLC7,457$427K<0.01%-1,19213F-HRTimeline
Tortoise Investment Management, LLC7,262$416K0.04%013F-HRTimeline
Spectrum Planning & Advisory Services I…7,215$413K0.23%-3813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,055$404K<0.01%-17,38713F-HRTimelineGroup
Tempus Wealth Planning, LLC6,817$391K0.09%-41013F-HRTimeline
Savvy Advisors, Inc.6,803$390K0.02%-35413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,604$378K0.12%+74013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,601$378K<0.01%+113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC6,433$369K0.01%-2,09313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co6,385$366K0.01%013F-HRTimeline
Betterment LLC6,329$363K<0.01%-57513F-HRTimeline
Curtis Advisory Group, LLC6,331$363K0.08%-3,32213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,073$358K0.01%-3,25313F-HRTimelineGroup
BEACON FINANCIAL GROUP6,131$351K0.03%-5313F-HRTimeline
Buttonwood Financial Group, LLC6,092$350K0.15%-1,85713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,900$338K<0.01%013F-HRTimelineGroup
Alpha Financial Advisors, LLC5,827$334K0.12%+1313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,753$330K0.11%new13F-HRTimeline
Milestone Investment Advisors LLC5,752$330K0.08%-513F-HRTimeline
Patriot Financial Group Insurance Agenc…5,532$317K0.04%-92913F-HRTimeline
Hoxton Planning & Management, LLC5,490$315K0.1%-1,39613F-HRTimeline
Keel Point, LLC5,466$313K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,465$313K0.01%-92213F-HRTimeline
Elmwood Wealth Management, Inc.5,322$305K0.11%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,215$299K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,195$298K0.01%-1,48913F-HRTimelineGroup
Goldstein Advisors, LLC5,198$298K0.04%-10213F-HRTimeline
Centurion Wealth Management LLC5,149$295K0.07%-24113F-HRTimeline
Composition Wealth, LLC5,149$295K<0.01%-16,98813F-HRTimeline
WBH ADVISORY INC5,117$293K0.02%-1,99513F-HRTimeline
One Capital Management, LLC5,040$289K0.01%-20013F-HRTimeline
Gen-Wealth Partners Inc4,831$277K0.09%-1,96713F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,816$276K0.01%-1,00013F-HRTimeline
Sovran Advisors, LLC4,665$275K0.02%-34913F-HRTimeline
WARNER FINANCIAL, INC4,640$266K0.1%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,592$263K<0.01%013F-HRTimelineGroup
Sigma Planning Corp4,482$257K0.01%-11013F-HRTimeline
Capital Asset Advisory Services LLC4,481$257K0.01%-1,16413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,481$257K0.01%-1,16413F-HRTimeline
Northern Capital Management, Inc.4,455$255K0.14%013F-HRTimeline
Braun-Bostich & Associates Inc.4,413$253K0.16%-86913F-HRTimeline
Trilogy Capital Inc.4,391$252K0.01%-2,37513F-HRTimeline
Cypress Wealth Services, LLC4,332$248K0.04%-1,18813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,373$248K<0.01%+63513F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC4,177$239K0.07%-72713F-HRTimeline
Freedom Investment Management, Inc.4,131$237K0.06%-4,58813F-HRTimeline
Sovereign Financial Group, Inc.4,071$233K0.04%-1,25813F-HRTimeline
Pallas Capital Advisors LLC3,988$229K0.01%013F-HRTimeline
AIRE ADVISORS, LLC3,930$225K0.04%-11113F-HRTimeline