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Disclosery

USXF ISHARES TR

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COM (fund)

275 managers (281 13F filers) reported a position in USXF shares at 2025-12-31, 15,725,862 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
275
13F filers
281
New
26
Added
120
Reduced
89
Sold out
14
Shares held by filers
15,725,862

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding3,192,722$184M-29,828Timeline
BlackRock, Inc.in group BlackRock, Inc.2,330,660$134M<0.01%-65,08113F-HRTimelineGroup
LPL Financial LLC897,925$51.7M0.01%+15,59113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO830,543$47.8M0.05%+54,96113F-HRTimelineGroup
SigFig Wealth Management, LLC670,255$38.6M1.15%+2,98713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO500,953$28.8M<0.01%+1,51313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…390,978$22.5M0.09%+29,06613F-HRTimeline
MACKENZIE FINANCIAL CORP357,927$20.8M0.02%+3,33113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC305,490$17.6M0.15%+4,98513F-HRTimelineGroup
Allworth Financial LP287,552$16.6M0.07%-4,65613F-HRTimeline
Financial Connections Group, Inc.241,676$13.9M4.78%+4,62413F-HRTimeline
Cetera Investment Advisers228,586$13.2M0.01%+10,09913F-HRTimeline
MML INVESTORS SERVICES, LLC183,084$10.5M0.03%+34,55613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA181,974$10.5M<0.01%+32,42913F-HRTimelineGroup
SPINNAKER TRUST160,570$9.25M0.49%-37013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY120,658$6.95M<0.01%+9,00913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC119,911$6.9M<0.01%+15,29113F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC119,066$6.86M1.04%+3,89413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN118,110$6.8M<0.01%-2,75613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC104,618$6.02M0.07%-3,55613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/103,549$5.96M<0.01%+17,16113F-HRTimelineGroup
Balanced Rock Investment Advisors LLC102,592$5.91M4.2%-5,22613F-HRTimeline
Janney Montgomery Scott LLC95,901$5.52M0.01%+6,49013F-HRTimeline
Invera Wealth Advisors, LLC95,787$5.52M3.49%-10,45713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…90,000$5.18M0.01%+46,00013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…83,986$4.88M0.01%+3,25813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC84,207$4.85M0.01%+16,38713F-HRTimelineGroup
Decker Retirement Planning Inc.83,226$4.79M2.38%+5,44213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC78,986$4.55M<0.01%-7,83313F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC77,523$4.46M0.01%-12013F-HRTimelineGroup
One Wealth Advisors, LLC74,553$4.29M0.52%-4,41713F-HRTimeline
Accredited Investors Inc.72,098$4.15M0.22%-2,83613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,822$3.96M0.01%-22,11013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC68,524$3.95M0.55%+2,19513F-HRTimeline
Atwater Malick LLC68,225$3.93M1.08%013F-HRTimeline
Avise Financial Cooperative, Inc.65,554$3.77M3.4%13F-HRTimeline
GenWealth Group, Inc.63,564$3.76M0.64%-59013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC61,708$3.55M0.01%-1,19813F-HRTimelineGroup
Cambridge Investment Research Advisors,…60,732$3.5M0.01%-1,14813F-HRTimeline
SOFI WEALTH, LLC58,851$3.39M0.17%+11,94713F-HRTimeline
CGC Financial Services, LLC55,913$3.22M0.86%+1,10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,468$3.08M<0.01%-12,56713F-HRTimeline
Sanctuary Advisors, LLC52,638$3.03M0.02%+2,81413F-HRTimeline
Ally Invest Advisors Inc.51,094$2.94M0.2%-5,56613F-HRTimeline
Orion Porfolio Solutions, LLC50,488$2.91M0.02%+4,05913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding50,077$2.88M+1,922Timeline
GeoWealth Management, LLC49,706$2.86M0.11%+4,13713F-HRTimeline
NewEdge Advisors, LLC47,035$2.71M0.01%+2,53613F-HRTimeline
Opes Wealth Management LLC45,274$2.61M0.44%+26913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding44,528$2.56M+702Timeline
Horst & Graben Wealth Management LLC43,523$2.51M0.38%+30713F-HRTimeline
Highland Financial Advisors, LLC43,052$2.48M0.69%-1,25213F-HRTimeline
Equita Financial Network, Inc.42,579$2.45M0.74%-2,24713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,605$2.4M0.02%+2,19313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,375$2.38M0.01%+2,42413F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/40,975$2.36M0.42%-1,75013F-HRTimeline
Sharkey, Howes & Javer38,924$2.24M0.28%+84313F-HRTimeline
Steward Partners Investment Advisory, L…38,537$2.22M0.01%-1,46113F-HRTimeline
Modern Wealth Management, LLC35,521$2.05M0.04%+6,37113F-HRTimeline
Skyline Advisors, Inc.34,920$2.01M0.67%-83413F-HRTimeline
Beacon Pointe Advisors, LLC34,841$2.01M0.01%+2,46613F-HRTimeline
Haverford Trust Co34,461$1.98M0.02%+1513F-HRTimeline
Optas, LLC33,774$1.94M0.3%-33113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,196$1.91M<0.01%+5,76913F-HRTimelineGroup
Perigon Wealth Management, LLC32,556$1.87M0.03%+2,39613F-HRTimeline
Davis Wealth Advisors, LLC32,252$1.86M1.54%+2,19613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO30,870$1.78M0.24%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC30,757$1.77M0.08%+40213F-HRTimeline
TD Waterhouse Canada Inc.28,405$1.64M0.01%013F-HRTimeline
Magnus Financial Group LLC27,815$1.6M0.12%+4013F-HRTimeline
Values Added Financial LLC27,604$1.59M0.67%+4,17413F-HRTimeline
GC Wealth Management RIA, LLC27,053$1.56M0.06%+16,69313F-HRTimeline
AMARA FINANCIAL, LLC.26,531$1.53M1.06%+1,79513F-HRTimeline
VERITY Wealth Advisors26,031$1.5M0.93%013F-HRTimeline
Merit Financial Group, LLC24,970$1.44M0.01%+6,34313F-HRTimeline
MAI Capital Management24,898$1.43M0.01%+3613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,859$1.41M<0.01%-7,48413F-HRTimeline
&PARTNERS23,906$1.38M0.01%+9,55513F-HRTimeline
Integrated Wealth Concepts LLC22,709$1.31M0.02%-40,55213F-HRTimeline
Clarius Group, LLC22,657$1.3M0.07%+413F-HRTimeline
DIVERSIFIED TRUST CO22,634$1.3M0.02%013F-HRTimeline
Farther Finance Advisors, LLC22,537$1.3M0.01%-52613F-HRTimeline
RKL Wealth Management LLC21,642$1.25M0.1%+6713F-HRTimeline
CWM, LLCin group CWM, LLC21,417$1.23M<0.01%-7213F-HRTimelineGroup
Capital Investment Advisors, LLC21,328$1.23M0.02%-1,08813F-HRTimeline
Sandbox Financial Partners, LLC21,303$1.23M0.34%-7,79613F-HRTimeline
Shotwell Rutter Baer Inc20,470$1.2M0.72%-14013F-HRTimeline
Austin Private Wealth, LLC20,470$1.18M0.09%-58813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,309$1.17M<0.01%+9,88813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,167$1.16M<0.01%+12213F-HR/ATimelineGroup
Investor's Fiduciary Advisor Network, L…19,852$1.14M0.25%-46313F-HRTimeline
MA Private Wealth19,169$1.1M0.18%+8613F-HRTimeline
MGO ONE SEVEN LLC18,015$1.04M0.02%-66313F-HRTimeline
Creative Planningin group Creative Planning17,637$1.02M<0.01%+1,29113F-HRTimelineGroup
HighTower Advisors, LLC17,556$1.01M<0.01%-6,99113F-HRTimeline
National Wealth Management Group, LLC17,099$985K0.34%+18713F-HRTimeline
Mariner, LLCin group Mariner, LLC16,779$966K<0.01%+2,68013F-HRTimelineGroup
Aufman Associates Inc16,585$955K0.49%+92913F-HRTimeline
Perennial Investment Advisors, LLC16,201$933K0.07%-1,42913F-HRTimeline
Stewardship Advisors, LLC16,171$931K0.22%+58113F-HRTimeline
RFG Advisory, LLC15,234$877K0.02%-4,45013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,051$867K0.02%+713F-HRTimeline
Pine Harbor Wealth Management, LLC15,013$864K0.26%013F-HRTimeline
Central Pacific Bank - Trust Division14,903$858K0.11%+98313F-HRTimeline
WEALTH ALLIANCE, LLC14,575$839K0.08%-14213F-HRTimeline
Regal Investment Advisors LLC14,301$823K0.05%-23113F-HRTimeline
World Investment Advisors14,268$822K0.01%+1,19713F-HR/ATimeline
Snowden Capital Advisors LLC13,881$799K0.02%+4313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,063$772K+6,990Timeline
Aptus Capital Advisors, LLC13,232$762K0.01%+1513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,279$707K0.03%+11,63413F-HRTimelineGroup
eCIO, Inc.12,133$699K0.33%+41013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,120$698K0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO12,075$695K0.01%-8013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,910$686K0.01%013F-HRTimeline
JMG Financial Group, Ltd.11,633$670K0.02%013F-HRTimeline
CoreCap Advisors, LLC11,596$668K0.02%+91813F-HRTimeline
Asempa Wealth Advisors11,548$665K0.57%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,537$664K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC11,324$652K0.05%-1,53513F-HRTimeline
F/m Investments LLC10,931$630K0.02%-53013F-HRTimeline
Crew Capital Management, Ltd10,931$629K0.4%-53013F-HRTimeline
Venturi Wealth Management, LLC10,884$627K0.03%+6513F-HRTimeline
UBS Group AGgroup of 2 filers holding10,687$615K+1,065Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,197$587K0.01%+19513F-HRTimelineGroup
West Wealth Group, LLC10,193$587K0.12%-14413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,033$578K<0.01%-5,78013F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC9,775$563K0.24%-93813F-HRTimeline
Keystone Financial Services9,717$560K0.17%-4,08413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,631$555K0.04%+21513F-HRTimeline
LifePlan Investment Advisors, Inc.9,451$544K0.22%+65813F-HRTimeline
Advisory Services Network, LLC9,174$528K0.01%+6,14413F-HRTimeline
WEALTHGARDEN F.S. LLC8,753$515K0.34%-26613F-HRTimeline
OpenArc Corporate Advisory, LLC8,892$512K0.01%13F-HRTimeline
RCS Financial Planning, LLC8,851$510K0.22%+1,14813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,752$504K<0.01%+1,69713F-HRTimelineGroup
Dana Investment Advisors, Inc.8,652$498K0.01%new13F-HRTimeline
Atria Investments, Inc8,620$496K0.01%+53313F-HRTimeline
MBE Wealth Management, LLC8,559$493K0.21%-1,17713F-HRTimeline
Physician Wealth Advisors, Inc.8,456$487K0.07%-79513F-HRTimeline
THEORY FINANCIAL LLC8,251$486K0.16%+16713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD8,400$484K<0.01%-1,00013F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.8,349$481K0.13%-41013F-HRTimeline
Sound View Wealth Advisors Group, LLC8,214$473K0.03%013F-HRTimeline
KWB Wealth8,174$471K0.04%-4913F-HRTimeline
Valmark Advisers, Inc.7,984$460K0.01%013F-HRTimeline
Archer Investment Management, LLC7,971$459K0.25%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,942$457K0.02%+31013F-HRTimelineGroup
Attessa Capital LLC7,850$452K0.25%+35813F-HRTimeline
Private Advisor Group, LLC7,757$447K<0.01%-23813F-HRTimeline
Sage Financial Management Group, Inc.7,648$440K0.13%-23613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,459$429K<0.01%+7,22313F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…7,358$424K0.05%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,293$420K<0.01%+1,39313F-HRTimelineGroup
OneDigital Investment Advisors LLC7,221$416K<0.01%-23613F-HRTimeline
Spectrum Planning & Advisory Services I…7,190$414K0.21%-2513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,114$410K<0.01%+2,74113F-HRTimelineGroup
Maia Wealth LLC7,019$409K0.07%-5,59713F-HRTimeline
Savvy Advisors, Inc.7,049$406K0.01%+24613F-HRTimeline
Tortoise Investment Management, LLC6,912$398K0.03%-35013F-HRTimeline
Tempus Wealth Planning, LLC6,664$384K0.09%-15313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,601$380K<0.01%013F-HRTimelineGroup
Betterment LLC6,537$376K<0.01%+20813F-HRTimeline
EQ LLC6,454$372K0.11%-3,08813F-HRTimeline
CORA CAPITAL ADVISORS LLC6,453$372K0.14%+2,72513F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,385$368K0.01%013F-HRTimeline
Curtis Advisory Group, LLC6,331$365K0.08%013F-HRTimeline
Hoxton Planning & Management, LLC6,200$357K0.11%+71013F-HRTimeline
BEACON FINANCIAL GROUP6,131$353K0.04%013F-HRTimeline
Alpha Financial Advisors, LLC6,006$346K0.11%+17913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,955$343K0.11%+20213F-HRTimeline
Oregon Pacific Wealth Management, LLC5,920$341K0.35%-6,62213F-HRTimeline
Financially in Tune, LLC5,795$334K0.31%13F-HRTimeline
Milestone Investment Advisors LLC5,752$331K0.08%013F-HRTimeline
Strategic Blueprint, LLC5,508$317K0.02%-2,52613F-HRTimeline
Keel Point, LLC5,466$315K0.02%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,403$311K0.09%-1,20113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,329$307K0.01%+13413F-HR/ATimelineGroup
Elmwood Wealth Management, Inc.5,322$306K0.1%013F-HRTimeline
NORTHLAND SECURITIES, INC.5,256$303K0.29%13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,215$300K<0.01%013F-HRTimeline
WBH ADVISORY INC5,214$300K0.02%+9713F-HRTimeline
Goldstein Advisors, LLC5,181$298K0.03%-1713F-HRTimeline
Composition Wealth, LLC5,161$297K<0.01%+1213F-HRTimeline
Centurion Wealth Management LLC5,151$297K0.07%+213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,105$294K0.01%-1,32813F-HRTimelineGroup
Gateway Wealth Partners, LLC5,103$294K0.03%new13F-HRTimeline
Capital Asset Advisory Services LLC4,929$291K0.01%+44813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,929$284K0.01%+44813F-HR/ATimeline
Vantus Wealth LLC4,922$283K0.21%13F-HRTimeline
WARNER FINANCIAL, INC4,911$283K0.1%+27113F-HRTimeline
Patriot Financial Group Insurance Agenc…4,872$281K0.03%-66013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,872$281K0.01%+5613F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS4,776$275K0.14%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,636$267K0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,592$264K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,573$263K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc4,468$257K0.08%-36313F-HRTimeline
Northern Capital Management, Inc.4,455$257K0.14%013F-HRTimeline
Traveka Wealth, LLC4,453$256K0.1%new13F-HRTimeline