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Disclosery

XBOEX BLACKROCK ENHANCED GLOBAL

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COM (fund)

103 managers (103 13F filers) reported a position in XBOEX shares at 2025-03-31, 23,769,085 shares in all. 11 filers opened a position and 12 filers sold out during the quarter.

Managers
103
13F filers
103
New
11
Added
32
Reduced
40
Sold out
12
Shares held by filers
23,769,085

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
MORGAN STANLEYin group MORGAN STANLEY7,455,290$80.9M0.01%-294,30613F-HRTimelineGroup
Karpus Management, Inc.1,899,146$20.6M0.67%-323,85313F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,825,927$19.8M0.54%-322,84113F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,710,576$18.6M0.44%+395,05513F-HRTimelineGroup
1607 Capital Partners, LLC1,236,314$13.4M1.08%-210,41513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC903,364$10M0.04%-19,26613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN921,317$10M<0.01%+16,23813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.845,889$9.18M<0.01%-122,01213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC839,643$9.11M0.09%-4,06113F-HRTimelineGroup
Advisors Asset Management, Inc.662,230$7.19M0.13%+44,85413F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC585,360$6.35M0.01%-72,73413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC567,555$6.16M<0.01%-2,54413F-HRTimelineGroup
LPL Financial LLC343,517$3.73M<0.01%+187,40913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA292,674$3.18M<0.01%-6,92713F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …288,879$3.13M0.01%+5,37813F-HRTimelineGroup
UBS Group AGin group UBS Group AG241,976$2.63M<0.01%+2,75313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/222,389$2.41M<0.01%-4,85713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…192,877$2.1M<0.01%-21,58013F-HR/ATimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC178,400$1.94M0.05%-142,46213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC151,250$1.64M<0.01%+34,50013F-HRTimelineGroup
LANARK FINANCIAL, INC.137,459$1.49M0.13%+137,44613F-HRTimeline
D.A. DAVIDSON & CO.127,348$1.38M0.01%+5,01313F-HRTimeline
Private Advisor Group, LLC122,917$1.33M0.01%+27,26613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,133$1.24M<0.01%+9,08013F-HRTimelineGroup
Centurion Wealth Management LLC87,887$947K0.3%013F-HRTimeline
IHT Wealth Management, LLC76,557$831K0.03%013F-HRTimeline
Arkadios Wealth Advisors74,715$811K0.03%+3,63013F-HRTimeline
Cambridge Investment Research Advisors,…73,013$792K<0.01%-5,67713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC72,371$785K<0.01%+1,20713F-HRTimelineGroup
COMERICA BANK66,066$717K<0.01%+1,10213F-HRTimeline
Stolper Co60,950$661K0.22%+54213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…57,195$621K<0.01%+3,33313F-HRTimelineGroup
Dakota Wealth Management55,998$608K0.01%-6,86513F-HRTimeline
one8zero8, LLC50,000$542K0.13%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49,825$541K<0.01%-6,19013F-HRTimelineGroup
AlphaCore Capital LLC48,863$530K0.05%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC47,472$515K0.1%+11,04013F-HRTimeline
Avory & Company, LLC46,196$501K0.33%013F-HRTimeline
Geneos Wealth Management Inc.44,513$483K0.01%+41,02913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41,515$450K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,972$445K<0.01%-6,53713F-HRTimelineGroup
NWF Advisory Services Inc.37,977$412K0.06%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC37,466$407K0.01%+8,41613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,738$399K<0.01%+4,46613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.36,230$393K<0.01%-4,19513F-HRTimeline
CHOREO, LLC33,749$366K0.01%-4,13213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…32,960$355K0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC32,653$354K0.01%+5,31813F-HRTimeline
&PARTNERS32,093$348K<0.01%+6,21113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,413$341K<0.01%-13,09313F-HRTimelineGroup
Steward Partners Investment Advisory, L…31,055$337K<0.01%013F-HRTimeline
Cetera Investment Advisers30,330$329K<0.01%+12,71313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,842$324K<0.01%+11,71813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC29,122$316K<0.01%-2,48013F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC27,602$300K0.22%-2,90313F-HRTimeline
Shaker Financial Services, LLC26,311$285K0.11%-26,77313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,957$282K<0.01%+3,24513F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC24,625$267K0.07%-1,70013F-HRTimeline
Financial Advocates Investment Manageme…23,076$250K0.02%-13,55213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,875$237K<0.01%-7,90313F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.20,863$226K0.18%+83713F-HRTimeline
Waverly Advisors, LLC20,494$222K<0.01%-2613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd17,452$189K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC17,433$189K<0.01%-7,54113F-HRTimeline
Joel Isaacson & Co., LLC17,420$189K0.01%new13F-HRTimeline
Pacific Wealth Strategies Group, Inc.16,779$182K0.14%-22113F-HRTimeline
Integrated Wealth Concepts LLC16,575$180K<0.01%-1,14613F-HRTimeline
Merit Financial Group, LLC14,734$160K<0.01%new13F-HRTimeline
Advisor Resource Council13,989$152K0.01%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC13,680$148K0.12%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13,569$147K0.01%-1,68513F-HRTimeline
Illumine Investment Management, LLC12,974$141K0.12%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,950$141K0.02%-9013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,885$140K<0.01%+6713F-HRTimeline
Meridian Wealth Management, LLC11,900$129K0.01%-35013F-HRTimeline
Modern Wealth Management, LLC11,406$124K<0.01%+30713F-HR/ATimeline
BLUEFIN CAPITAL MANAGEMENT, LLC10,572$115K0.09%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,366$112K<0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,243$111K<0.01%013F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC10,030$109K0.01%013F-HRTimeline
IFP Advisors, Inc8,045$87.3K<0.01%-3,00013F-HRTimeline
Sound Income Strategies, LLC5,525$59.9K<0.01%013F-HRTimeline
WPG Advisers, LLC4,534$49.2K0.05%-45313F-HRTimeline
Crews Bank & Trust4,471$48.5K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,305$46.7K<0.01%-48813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,078$44.2K<0.01%+5813F-HRTimelineGroup
CoreCap Advisors, LLC3,075$33.4K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,353$14.7K0.01%+1813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,048$11.4K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,051$11K<0.01%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC903$9.8K<0.01%013F-HRTimeline
Larson Financial Group LLC631$6.84K<0.01%+1413F-HRTimeline
MAI Capital Management520$5.64K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC500$5.42K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC288$3.12K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.275$2.98K<0.01%013F-HRTimeline
Park Square Financial Group, LLC239$2.59K<0.01%-13313F-HRTimeline
Sandy Spring Bank175$1.9K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC98$1.06K<0.01%-1213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.39$423<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$65<0.01%+513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,45013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
GPS Wealth Strategies Group, LLC0$00%-9413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.