USXF

Ishares Esg Advance Msci USAETF
UnclassifiedUSCUSIP 46436E767◍ Confluence graph
Tracked 13F Holders
275
-44 QoQ
13F Value (tracked)
$858.0M
13F Moves · latest Q
13 added
23 trimmed
Recent Filings
0

Who owns USXF?

275 tracked 13F filers

275 tracked 13F filers disclose a position in USXF as of the latest SEC 13F filings, a combined $858.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1ENVESTNET ASSET MANAGEMENT INC
$153.8M
2.8M
+4.5%
Added · +120K sh
Q1 2026
2BlackRock, Inc.
$130.9M
2.4M
+1.7%
Added · +40K sh
Q1 2026
3LPL Financial LLC
$53.5M
970K
+8.0%
Added · +72K sh
Q1 2026
4SEI INVESTMENTS CO
$48.4M
876K
+5.5%
Added · +46K sh
Q1 2026
5JPMORGAN CHASE & CO
$27.8M
521K
+4.0%
Added · +20K sh
Q1 2026
6Envestnet Portfolio Solutions, Inc.
$35.0M
504K
−2.8%
Reduced · −14K sh
Q2 2026
7Allworth Financial LP
$16.0M
290K
+0.8%
Added · +2K sh
Q1 2026
8Cetera Investment Advisers
$12.8M
232K
+1.6%
Added · +4K sh
Q1 2026
9Apella Capital, LLC
$15.2M
228K
−0.7%
Reduced · −2K sh
Q2 2026
10MML INVESTORS SERVICES, LLC
$13.8M
198K
+20%
Added · +33K sh
Q2 2026
11SPINNAKER TRUST
$10.8M
156K
−0.1%
Reduced · −140 sh
Q2 2026
12MORGAN STANLEY
$7.6M
137K
+14%
Added · +16K sh
Q1 2026
13WELLS FARGO & COMPANY/MN
$7.4M
134K
+13%
Added · +16K sh
Q1 2026
14ROYAL BANK OF CANADA
$7.2M
131K
−28%
Reduced · −51K sh
Q1 2026
15RAYMOND JAMES FINANCIAL INC
$7.2M
130K
+8.1%
Added · +10K sh
Q1 2026
16REGATTA CAPITAL GROUP, LLC
$8.9M
128K
+0.8%
Added · +1K sh
Q2 2026
17Beacon Pointe Advisors, LLC
$7.6M
109K
+14%
Added · +13K sh
Q2 2026
18Balanced Rock Investment Advisors LLC
$6.2M
108K
−8.0%
Reduced · −9K sh
Q3 2025
19Cerity Partners LLC
$5.9M
106K
+26%
Added · +22K sh
Q1 2026
20BANK OF AMERICA CORP /DE/
$5.7M
104K
+0.2%
Added · +246 sh
Q1 2026
21RWA WEALTH PARTNERS, LLC
$7.1M
103K
+2.1%
Added · +2K sh
Q2 2026
22Decker Retirement Planning Inc.
$6.9M
99K
+6.0%
Added · +6K sh
Q2 2026
23Pathstone Holdings, LLC
$5.2M
94K
+52%
Added · +32K sh
Q1 2026
24TOMPKINS FINANCIAL CORP
$6.1M
88K
4k×
Added · +88K sh
Q2 2026
25SOFI WEALTH, LLC
$6.1M
88K
+20%
Added · +14K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is USXF being bought or sold by institutions?

Last quarter, 1 fund opened a new position in USXF and 12 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
12
funds
Reduced
23
funds
Exited
0
funds

Funds that own USXF also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT137 funds$33.8B
APPLE INCAAPL135 funds$41.3B
AMAZON.COM INCAMZN134 funds$24.1B
ALPHABET INC-CL CGOOG132 funds$13.7B
ALPHABET INC-CL AGOOGL131 funds$20.8B
ISHARES CORE S&P 500 ETFIVV131 funds$10.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B131 funds$6.6B
NVIDIA CORPNVDA130 funds$50.8B
VANGUARD S&P 500 ETFVOO130 funds$8.5B
SS SPDR S&P 500 ETF TRUST-USSPY128 funds$4.3B
JPMORGAN CHASE & COJPM126 funds$8.8B
BROADCOM INCAVGO125 funds$18.5B

Ranked by how many of USXF's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

191 funds+29 since Q3 2024
0119238Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $299.3M · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for USXF

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Ask your agent what changed in USXF

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/USXF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for USXF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for USXF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.