13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
USXF

ISHARES TR

272 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E767·272 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.6%
vs prior quarter
13F value held
$578M
50.0% inst. owned
of float
Holders
272
+113 QoQ
filers reporting
Activity
+105 / −103
+904 added · −961 reduced
this quarter
Concentration
26.61%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

272 institutions reported USXF in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 26.6% of the visible book. +113 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$154M2.8M0.04%Q1 202602
BlackRock, Inc.
CIK 0002012383
$131M2.4M0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$54M970K0.01%Q1 202604
SEI INVESTMENTS CO
CIK 0000350894
$48M876K0.04%Q1 202605
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$29M519K0.16%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$28M521K0.00%Q1 202607
MACKENZIE FINANCIAL CORP
CIK 0000919859
$21M372K0.02%Q1 202608
Allworth Financial LP
CIK 0001555170
$16M290K0.06%Q1 202609
Apella Capital, LLC
CIK 0001801507
$14M229K0.21%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$13M232K0.01%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$9M165K0.03%Q1 202612
SPINNAKER TRUST
CIK 0001158970
$9M156K0.48%Q1 202613
MORGAN STANLEY
CIK 0000895421
$8M137K0.00%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M134K0.00%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$7M131K0.00%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M130K0.00%Q1 202617
REGATTA CAPITAL GROUP, LLC
CIK 0001911488
$7M127K1.06%Q1 202618
Cerity Partners LLC
CIK 0001566475
$6M106K0.01%Q1 202619
Balanced Rock Investment Advisors LLC
CIK 0002011851
$6M104K4.03%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M104K0.00%Q1 2026
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