ISHARES ESG ADVANCE MSCI USA USXF
$67.26
-1.6% 52w: $50.83 – $69.61
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data50.8360.2269.61
Jun 20, 2025 Jul 2, 2026
Institutional holders
271
-8 QoQ
13F value
$856.2M
-5.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns USXF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.8M | $153.8M | 0.0% | +4.5% |
| BlackRock, Inc. | Index provider | 2.4M | $130.9M | 0.0% | +1.7% |
| LPL Financial LLC | Bank broker | 970.1K | $53.5M | 0.0% | +8.0% |
| SEI INVESTMENTS CO | Diversified mechanical | 876.1K | $48.4M | 0.0% | +5.5% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 518.6K | $28.6M | 0.2% | -1.4% |
| JPMORGAN CHASE & CO | Bank broker | 520.9K | $27.8M | 0.0% | +4.0% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 371.9K | $20.5M | 0.0% | +3.9% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 310.3K | $17.1M | 0.1% | +1.6% |
| Allworth Financial LP | Wealth advisor | 290.0K | $16.0M | 0.1% | +0.9% |
| Apella Capital, LLC | Wealth advisor | 229.2K | $14.2M | 0.2% | New |
| Cetera Investment Advisers | Wealth advisor | 232.3K | $12.8M | 0.0% | +1.6% |
| Financial Connections Group, Inc. | Wealth advisor | 227.8K | $12.6M | 4.4% | -5.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 165.1K | $9.1M | 0.0% | -9.8% |
| SPINNAKER TRUST | Wealth advisor | 156.0K | $8.6M | 0.5% | -2.9% |
| MORGAN STANLEY | Bank broker | 137.1K | $7.6M | 0.0% | +13.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 133.8K | $7.4M | 0.0% | +13.3% |
| ROYAL BANK OF CANADA | Bank broker | 131.2K | $7.2M | 0.0% | -27.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 129.6K | $7.2M | 0.0% | +8.1% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 126.8K | $7.0M | 1.1% | +6.5% |
| Cerity Partners LLC | Diversified mechanical | 106.1K | $5.9M | 0.0% | +26.0% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 104.1K | $5.7M | 4.0% | +1.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 103.8K | $5.7M | 0.0% | +0.2% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 100.5K | $5.5M | 0.1% | -4.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 96.5K | $5.3M | 0.0% | +0.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 95.9K | $5.3M | 0.0% | +175.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 94.0K | $5.2M | 0.0% | +52.3% |
| Decker Retirement Planning Inc. | Wealth advisor | 93.4K | $5.2M | 2.3% | +12.2% |
| Archer Investment Management, LLC | Wealth advisor | 85.8K | $4.7M | 2.0% | +977.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 82.0K | $4.5M | 0.0% | -2.4% |
| ASSETMARK, INC | Wealth advisor | 78.7K | $4.3M | 0.0% | +1.6% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 77.3K | $4.3M | 0.0% | -14.1% |
| SOFI WEALTH, LLC | Wealth advisor | 73.5K | $4.1M | 0.2% | +24.8% |
| One Wealth Advisors, LLC | Wealth advisor | 72.2K | $4.0M | 0.5% | -3.2% |
| Avise Financial Cooperative, Inc. | Wealth advisor | 71.4K | $3.9M | 3.3% | +9.0% |
| Accredited Investors Inc. | Wealth advisor | 70.6K | $3.9M | 0.2% | -2.0% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 69.4K | $3.8M | 0.5% | +1.3% |
| Atwater Malick LLC | Other | 68.2K | $3.8M | 1.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 67.3K | $3.7M | 0.0% | -2.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 66.5K | $3.7M | 0.0% | -15.9% |
| GenWealth Group, Inc. | Wealth advisor | 65.0K | $3.6M | 0.6% | +2.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 62.8K | $3.5M | 0.0% | +176.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 59.4K | $3.3M | 0.0% | -2.2% |
| Optas, LLC | Other | 58.3K | $3.2M | 0.5% | +72.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 57.6K | $3.2M | 0.0% | +7.8% |
| Modern Wealth Management, LLC | Wealth advisor | 55.7K | $3.1M | 0.1% | +56.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 55.9K | $3.1M | 0.0% | +18.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 53.6K | $3.0M | 0.0% | +1.9% |
| CGC Financial Services, LLC | Wealth advisor | 53.3K | $2.9M | 0.8% | -4.7% |
| Ally Invest Advisors Inc. | Wealth advisor | 51.6K | $2.8M | 0.2% | +0.9% |
| GeoWealth Management, LLC | Wealth advisor | 50.6K | $2.8M | 0.1% | +1.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.