Skip to content
Disclosery

XBOEX BLACKROCK ENHANCED GLOBAL

Follow

COM (fund)

115 managers (115 13F filers) reported a position in XBOEX shares at 2025-12-31, 21,724,069 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
115
13F filers
115
New
13
Added
44
Reduced
31
Sold out
5
Shares held by filers
21,724,069

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
MORGAN STANLEYin group MORGAN STANLEY7,519,901$88.1M0.01%+220,42213F-HR/ATimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.2,555,063$29.9M1%+160,52513F-HRTimelineGroup
Karpus Management, Inc.1,222,780$14.3M0.44%-261,97213F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,148,096$13.4M0.1%+137,34413F-HRTimelineGroup
Advisors Asset Management, Inc.1,011,830$11.8M0.2%+153,40813F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC888,386$10.4M0.02%+632,56713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.782,327$9.16M<0.01%-70,56713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN774,100$9.06M<0.01%+10,58113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC637,337$7.46M<0.01%+46,29713F-HRTimelineGroup
LPL Financial LLC456,636$5.35M<0.01%-22,42413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …325,848$3.82M0.01%+63,24313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA259,054$3.03M<0.01%-12,71713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC214,519$2.51M0.04%+60,28213F-HRTimelineGroup
LANARK FINANCIAL, INC.193,570$2.27M0.17%+12,45613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,950$2.25M<0.01%-20,93713F-HRTimelineGroup
Shaker Financial Services, LLC174,071$2.04M0.65%-4,39913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…165,535$1.94M<0.01%+12,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC163,216$1.91M<0.01%+14,63713F-HRTimelineGroup
UBS Group AGin group UBS Group AG150,583$1.76M<0.01%-20,27913F-HRTimelineGroup
D.A. DAVIDSON & CO.140,898$1.65M0.01%+5,70813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,221$1.49M<0.01%+10,45113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC126,171$1.48M0.01%+7,06313F-HRTimelineGroup
Private Advisor Group, LLC119,751$1.4M0.01%-1,78713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC98,626$1.15M0.07%13F-HRTimeline
&PARTNERS90,774$1.06M0.01%+5,80613F-HRTimeline
Centurion Wealth Management LLC86,530$1.01M0.22%-1,35713F-HRTimeline
SAX WEALTH ADVISORS, LLC85,274$999K0.05%new13F-HRTimeline
Cetera Investment Advisers83,074$973K<0.01%+7,75713F-HRTimeline
Arkadios Wealth Advisors74,960$878K0.02%+8213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,068$820K<0.01%-8213F-HRTimelineGroup
Cambridge Investment Research Advisors,…70,034$820K<0.01%-2,86913F-HRTimeline
AlphaCore Capital LLC69,732$817K0.02%-3,95213F-HRTimeline
IHT Wealth Management, LLC67,557$791K0.02%-7,10013F-HRTimeline
Stolper Co63,805$747K0.22%+75913F-HRTimeline
COMERICA BANK61,975$726K<0.01%-63313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC59,331$695K<0.01%-343,56913F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP57,882$678K0.03%+5,23813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC56,280$659K0.1%+16,30413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,971$655K<0.01%+65813F-HR/ATimelineGroup
Closed-End Fund Advisors, Inc.50,822$595K0.35%13F-HRTimeline
one8zero8, LLC50,000$586K0.13%013F-HRTimeline
Avory & Company, LLC46,196$541K0.35%013F-HRTimeline
Dakota Wealth Management45,117$528K0.01%-16013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,198$506K<0.01%+2,75213F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,130$470K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,191$447K<0.01%-2,80213F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,955$444K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC37,713$442K<0.01%-2,60513F-HRTimeline
Abel Hall, LLC33,000$386K0.09%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…32,310$378K0.01%+1,05613F-HRTimelineGroup
Blue Trust, Inc.32,190$377K<0.01%new13F-HRTimeline
NWF Advisory Services Inc.31,995$375K0.04%-1,93213F-HRTimeline
Steward Partners Investment Advisory, L…30,973$363K<0.01%013F-HRTimeline
CHOREO, LLC27,858$331K<0.01%+2,54013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC26,785$314K0.19%+1,47113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,731$313K<0.01%-3,23713F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.24,829$291K0.19%+5,33413F-HRTimeline
Merit Financial Group, LLC24,379$285K<0.01%+1,77113F-HRTimeline
NewEdge Advisors, LLC21,386$250K<0.01%-1,77513F-HRTimeline
Mariner, LLCin group Mariner, LLC19,879$233K<0.01%-1,40813F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd19,781$232K<0.01%+27713F-HRTimelineGroup
Waverly Advisors, LLC19,617$230K<0.01%-9513F-HRTimeline
Global Retirement Partners, LLC19,462$228K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC19,079$223K0.01%-1,71013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,808$209K<0.01%-4,23513F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC17,750$208K0.04%013F-HRTimeline
Snowden Capital Advisors LLC17,347$203K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC17,270$202K<0.01%+2,75413F-HRTimeline
Kovack Advisors, Inc.17,067$200K0.01%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,025$199K<0.01%+1,19313F-HRTimelineGroup
Todd Wealth Management, LLC15,429$181K0.16%13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC15,229$178K0.12%+3,29413F-HRTimeline
Integrated Wealth Concepts LLC15,120$177K<0.01%-913F-HRTimeline
DECISION INVESTMENTS, INC13,750$161K0.18%13F-HRTimeline
Founders Financial Alliance, LLC13,576$159K0.03%+1,64113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13,569$159K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,395$159K<0.01%+26313F-HRTimeline
PMG Family Office LLC13,324$156K0.18%-4,42413F-HRTimeline
Illumine Investment Management, LLC12,974$152K0.11%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,950$152K0.02%013F-HRTimeline
Moors & Cabot, Inc.12,410$145K0.01%+67813F-HRTimeline
MML INVESTORS SERVICES, LLC12,399$145K<0.01%new13F-HRTimeline
Ballast Rock Private Wealth LLC12,346$145K0.09%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,956$140K<0.01%+5713F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK11,329$133K<0.01%+1,08613F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC11,156$131K0.01%013F-HRTimeline
Modern Wealth Management, LLC11,023$129K<0.01%-33513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,491$123K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC10,065$118K<0.01%013F-HRTimeline
Pacific Wealth Strategies Group, Inc.10,000$117K0.07%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,362$97.9K0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC8,219$96.2K0.03%+12813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,365$86.2K0.03%+5113F-HRTimeline
WEBSTER BANK, N. A.6,000$70.3K0.01%new13F-HRTimeline
Sound Income Strategies, LLC5,525$66K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,028$58.9K<0.01%+4,98913F-HRTimeline
IFP Advisors, Inc4,622$54.1K<0.01%-2,90013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,407$51.6K<0.01%+10213F-HRTimelineGroup
WPG Advisers, LLC3,156$37K0.03%+13213F-HRTimeline
CoreCap Advisors, LLC3,075$36K<0.01%013F-HRTimeline
Allworth Financial LP1,983$23.2K<0.01%+1,98213F-HRTimeline
Crews Bank & Trust1,760$20.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,500$17.6K0.01%-4,80013F-HRTimeline
Kilter Group LLC1,376$16.1K0.01%-10413F-HRTimeline
CWM, LLCin group CWM, LLC1,047$12K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC930$10.9K<0.01%013F-HRTimeline
Larson Financial Group LLC673$7.88K<0.01%+1413F-HRTimeline
MAI Capital Management520$6.09K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$5.86K<0.01%new13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC288$3.37K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.275$3.22K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC168$1.97K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB125$1.46K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC110$1.29K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5$59<0.01%new13F-HRTimelineGroup