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Disclosery

XBOEX BLACKROCK ENHANCED GLOBAL

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COM (fund)

123 managers (123 13F filers) reported a position in XBOEX shares at 2026-03-31, 20,461,205 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
123
13F filers
123
New
16
Added
50
Reduced
26
Sold out
7
Shares held by filers
20,461,205

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY8,003,093$87.7M0.01%+483,19213F-HRTimelineGroup
Karpus Management, Inc.1,211,742$13.3M0.41%-11,03813F-HRTimeline
Advisors Asset Management, Inc.1,161,096$12.7M0.21%+149,26613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,132,848$12.4M0.1%-15,24813F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC886,755$9.72M0.02%-1,63113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.783,154$8.58M<0.01%+82713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN745,753$8.17M<0.01%-28,34713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC645,908$7.08M<0.01%+8,57113F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.566,317$6.21M0.2%-1,988,74613F-HRTimelineGroup
LPL Financial LLC489,458$5.36M<0.01%+32,82213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …402,803$4.41M0.01%+76,95513F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC269,144$2.95M0.05%+54,62513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA263,164$2.88M<0.01%+4,11013F-HRTimelineGroup
Shaker Financial Services, LLC218,660$2.4M0.84%+44,58913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/212,740$2.33M<0.01%+20,79013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC187,270$2.05M<0.01%+24,05413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…175,264$1.92M<0.01%+9,72913F-HRTimelineGroup
D.A. DAVIDSON & CO.148,012$1.62M0.01%+7,11413F-HRTimeline
UBS Group AGin group UBS Group AG133,457$1.46M<0.01%-17,12613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC133,257$1.46M0.01%+7,08613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,080$1.41M<0.01%+1,85913F-HRTimelineGroup
Private Advisor Group, LLC120,609$1.32M0.01%+85813F-HRTimeline
&PARTNERS114,684$1.25M0.01%+23,91013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC102,266$1.12M0.06%+3,64013F-HRTimeline
Cetera Investment Advisers96,253$1.05M<0.01%+13,17913F-HRTimeline
SAX WEALTH ADVISORS, LLC85,274$999K0.05%013F-HRTimeline
Centurion Wealth Management LLC86,542$949K0.21%+1213F-HRTimeline
Logan Stone Capital, LLC82,750$907K0.25%new13F-HRTimeline
Stolper Co70,957$855K0.24%+7,15213F-HRTimeline
Arkadios Wealth Advisors75,044$822K0.01%+8413F-HRTimeline
AlphaCore Capital LLC71,045$779K0.02%+1,31313F-HRTimeline
Cambridge Investment Research Advisors,…69,699$764K<0.01%-33513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,269$754K<0.01%-1,79913F-HR/ATimelineGroup
IHT Wealth Management, LLC67,557$740K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC64,563$708K0.1%+8,28313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…62,029$680K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.58,286$639K0.05%-135,28413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,377$574K<0.01%-3,59413F-HRTimelineGroup
one8zero8, LLC50,000$548K0.12%013F-HRTimeline
Closed-End Fund Advisors, Inc.49,167$539K0.55%-1,65513F-HRTimeline
Avory & Company, LLC46,196$506K0.66%013F-HRTimeline
Dakota Wealth Management44,826$491K0.01%-29113F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV39,430$432K0.02%-70013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,404$432K<0.01%-3,79413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,143$429K<0.01%+95213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,492$400K<0.01%-1,22113F-HRTimeline
Abel Hall, LLC33,000$362K0.08%013F-HRTimeline
Blue Trust, Inc.32,190$353K<0.01%013F-HRTimeline
NWF Advisory Services Inc.31,360$344K0.04%-63513F-HRTimeline
CHOREO, LLC30,964$339K<0.01%+3,10613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,881$327K0.01%-2,42913F-HRTimelineGroup
Steward Partners Investment Advisory, L…29,373$322K<0.01%-1,60013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,744$313K<0.01%+1313F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC27,358$300K0.02%+57313F-HRTimeline
CENTRAL TRUST Co27,000$296K0.01%new13F-HRTimeline
Merit Financial Group, LLC26,695$293K<0.01%+2,31613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.24,911$273K0.18%+8213F-HRTimeline
Waverly Advisors, LLC22,673$248K<0.01%+3,05613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,659$237K<0.01%+4,63413F-HRTimelineGroup
NewEdge Advisors, LLC21,412$235K<0.01%+2613F-HR/ATimeline
Marex Group Ltdin group Marex Group Ltd20,519$225K<0.01%+73813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC19,834$212K<0.01%-4513F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC18,683$205K0.13%+3,45413F-HRTimeline
Kovack Advisors, Inc.18,225$202K0.01%+1,15813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,808$195K<0.01%013F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC17,750$195K0.02%013F-HRTimeline
Snowden Capital Advisors LLC17,517$192K0.01%+17013F-HRTimeline
Todd Wealth Management, LLC15,317$168K0.15%-11213F-HRTimeline
Janney Montgomery Scott LLC15,204$167K<0.01%-2,06613F-HRTimeline
Integrated Wealth Concepts LLC15,085$165K<0.01%-3513F-HRTimeline
Moors & Cabot, Inc.14,869$163K0.01%+2,45913F-HRTimeline
Founders Financial Alliance, LLC14,205$156K0.03%+62913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,734$153K<0.01%+33913F-HRTimeline
PMG Family Office LLC13,789$151K0.17%+46513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13,569$149K0.01%013F-HRTimeline
DECISION INVESTMENTS, INC13,350$146K0.17%-40013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,051$143K<0.01%new13F-HRTimelineGroup
Illumine Investment Management, LLC12,974$142K0.11%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,950$142K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC12,742$140K<0.01%-6,33713F-HRTimeline
Ballast Rock Private Wealth LLC12,346$135K0.07%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,329$124K<0.01%013F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC11,156$122K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,591$116K<0.01%-1,80813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,582$116K<0.01%+9113F-HRTimelineGroup
Modern Wealth Management, LLC10,029$111K<0.01%-99413F-HRTimeline
Kingsview Wealth Management, LLC10,065$110K<0.01%013F-HRTimeline
Advisory Services Network, LLC10,052$110K<0.01%new13F-HRTimeline
Pacific Wealth Strategies Group, Inc.10,000$110K0.07%013F-HRTimeline
VSM Wealth Advisory, LLC8,431$92.4K0.03%+21213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,362$91.6K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,365$80.7K0.03%013F-HRTimeline
WEBSTER BANK, N. A.6,000$65.8K0.01%013F-HRTimeline
Sound Income Strategies, LLC5,525$61.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,067$55.5K<0.01%+3913F-HRTimeline
IFP Advisors, Inc4,622$50.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,407$48.3K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC3,699$40.5K0.03%+54313F-HRTimeline
CoreCap Advisors, LLC3,075$33.7K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,168$23.8K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,983$21.7K<0.01%013F-HRTimeline
Crews Bank & Trust1,760$19.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,633$17.9K<0.01%+58613F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,500$16.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,406$15.6K<0.01%+47613F-HRTimeline
Kilter Group LLC1,392$15.3K0.01%+1613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,340$14.7K<0.01%new13F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC1,000$11K<0.01%new13F-HRTimeline
Axiom Investment Management LLC990$10.9K0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB775$8.49K<0.01%+65013F-HRTimeline
Larson Financial Group LLC688$7.54K<0.01%+1513F-HRTimeline
MAI Capital Management520$5.7K<0.01%013F-HRTimeline
Root Financial Partners, LLC513$5.62K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC492$5.5K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$5.48K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.380$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Synergy Investment Management, LLC338$3.7K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC288$3.16K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.275$3.01K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$2.74K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41$445<0.01%new13F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34$373<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4$42<0.01%new13F-HR/ATimelineGroup