DMXF iShares ESG Advanced MSCI EAFE ETF
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Institutional owners (13F) 283 filers · $944.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 33 (-30 vs prior Q) | 16 (+9 vs prior Q) | 118 (+30 vs prior Q) | 57 (+17 vs prior Q) | +3.4M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | $288,449,622 | 3,409,570 | 30.55% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $94,493,392 | 1,116,943 | 10.01% | Shares |
| IMA Advisory Services, Inc. | $69,495,724 | 822,257 | 7.36% | Shares |
| BlackRock, Inc. | $65,533,613 | 774,629 | 6.94% | Shares |
| LPL Financial LLC | $35,258,375 | 416,766 | 3.73% | Shares |
| SEI INVESTMENTS CO | $32,975,080 | 389,776 | 3.49% | Shares |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $20,786,124 | 245,699 | 2.20% | Shares |
| Envestnet Portfolio Solutions, Inc. | $18,152,700 | 214,571 | 1.92% | Shares |
| JPMORGAN CHASE & CO | $17,688,411 | 210,754 | 1.87% | Shares |
| Allworth Financial LP | $15,220,910 | 179,916 | 1.61% | Shares |
| RWA WEALTH PARTNERS, LLC | $12,391,207 | 146,468 | 1.31% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10,605,033 | 125,355 | 1.12% | Shares |
| Cetera Investment Advisers | $9,564,017 | 113,050 | 1.01% | Shares |
| BAILARD, INC. | $9,139,084 | 108,027 | 0.97% | Shares |
| Values Added Financial LLC | $9,132,869 | 107,954 | 0.97% | Shares |
| Accredited Investors Inc. | $8,602,890 | 101,689 | 0.91% | Shares |
| Apella Capital, LLC | $6,336,504 | 75,662 | 0.67% | Shares |
| REGATTA CAPITAL GROUP, LLC | $5,952,640 | 70,362 | 0.63% | Shares |
| MML INVESTORS SERVICES, LLC | $5,855,272 | 69,211 | 0.62% | Shares |
| HighTower Advisors, LLC | $5,802,525 | 68,588 | 0.61% | Shares |
| Invera Wealth Advisors, LLC | $5,694,680 | 67,313 | 0.60% | Shares |
| Balanced Rock Investment Advisors LLC | $5,328,700 | 62,987 | 0.56% | Shares |
| Modern Wealth Management, LLC | $4,639,702 | 54,843 | 0.49% | Shares |
| UBS Group AG | $4,567,554 | 53,990 | 0.48% | Shares |
| CWM, LLC | $4,200,694 | 55,675 | 0.44% | Shares |
| Walkner Condon Financial Advisors LLC | $4,097,770 | 48,437 | 0.43% | Shares |
| TD Waterhouse Canada Inc. | $3,654,574 | 43,715 | 0.39% | Shares |
| SOFI WEALTH, LLC | $3,649,135 | 43,134 | 0.39% | Shares |
| Atlantic Private Wealth, LLC | $3,630,778 | 42,917 | 0.38% | Shares |
| Equita Financial Network, Inc. | $3,589,324 | 42,427 | 0.38% | Shares |
| FMR LLC | $3,586,471 | 42,393 | 0.38% | Shares |
| Decker Retirement Planning Inc. | $3,336,488 | 39,438 | 0.35% | Shares |
| ALBION FINANCIAL GROUP /UT | $3,270,771 | 38,662 | 0.35% | Shares |
| Robertson Stephens Wealth Management, LLC | $3,011,168 | 35,593 | 0.32% | Shares |
| Atwater Malick LLC | $2,947,718 | 34,843 | 0.31% | Shares |
| Fiera Capital Corp | $2,903,049 | 34,315 | 0.31% | Shares |
| ASSETMARK, INC | $2,618,539 | 30,952 | 0.28% | Shares |
| NorthRock Partners, LLC | $2,608,302 | 30,831 | 0.28% | Shares |
| One Wealth Advisors, LLC | $2,550,775 | 30,151 | 0.27% | Shares |
| JANE STREET GROUP, LLC | $2,547,898 | 30,117 | 0.27% | Shares |
| Avise Financial Cooperative, Inc. | $2,386,658 | 28,211 | 0.25% | Shares |
| Westfuller Advisors, LLC | $2,372,904 | 31,330 | 0.25% | Shares |
| Integrated Wealth Concepts LLC | $2,346,377 | 27,735 | 0.25% | Shares |
| Beacon Pointe Advisors, LLC | $2,285,957 | 30,298 | 0.24% | Shares |
| Arjuna Capital | $2,052,481 | 24,261 | 0.22% | Shares |
| OneDigital Investment Advisors LLC | $1,985,239 | 23,466 | 0.21% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,945,378 | 22,995 | 0.21% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $1,875,560 | 22,170 | 0.20% | Shares |
| GeoWealth Management, LLC | $1,866,622 | 22,064 | 0.20% | Shares |
| BROWN ADVISORY INC | $1,865,007 | 22,045 | 0.20% | Shares |
| EP Wealth Advisors, LLC | $1,849,271 | 21,859 | 0.20% | Shares |
| Grubman Wealth Management | $1,838,891 | 24,703 | 0.19% | Shares |
| Archer Investment Management, LLC | $1,828,206 | 21,610 | 0.19% | Shares |
| GOULD ASSET MANAGEMENT LLC /CA/ | $1,748,682 | 20,670 | 0.19% | Shares |
| Sanctuary Advisors, LLC | $1,709,042 | 20,201 | 0.18% | Shares |
| WARNER FINANCIAL, INC | $1,694,617 | 20,031 | 0.18% | Shares |
| Shotwell Rutter Baer Inc | $1,661,544 | 19,640 | 0.18% | Shares |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $1,614,422 | 19,083 | 0.17% | Shares |
| Creative Planning | $1,601,852 | 18,934 | 0.17% | Shares |
| FIGURE 8 INVESTMENT STRATEGIES LLC | $1,593,864 | 18,840 | 0.17% | Shares |
| First Pacific Financial | $1,592,227 | 18,821 | 0.17% | Shares |
| Opes Wealth Management LLC | $1,553,516 | 20,590 | 0.16% | Shares |
| Merit Financial Group, LLC | $1,540,922 | 18,214 | 0.16% | Shares |
| Plancorp, LLC | $1,506,369 | 18,058 | 0.16% | Shares |
| GOLDMAN SACHS GROUP INC | $1,494,544 | 17,666 | 0.16% | Shares |
| Revolve Wealth Partners, LLC | $1,493,516 | 17,654 | 0.16% | Shares |
| Perigon Wealth Management, LLC | $1,435,100 | 16,963 | 0.15% | Shares |
| Cornerstone Financial Management LLC | $1,429,526 | 16,897 | 0.15% | Shares |
| Wade Financial Advisory, Inc | $1,405,033 | 20,865 | 0.15% | Shares |
| Urban Financial Advisory Corp | $1,390,363 | 16,435 | 0.15% | Shares |
| Farther Finance Advisors, LLC | $1,374,829 | 16,251 | 0.15% | Shares |
| Horst & Graben Wealth Management LLC | $1,348,720 | 16,108 | 0.14% | Shares |
| Lido Advisors, LLC | $1,309,326 | 15,477 | 0.14% | Shares |
| Congress Wealth Management LLC / DE / | $1,303,838 | 17,515 | 0.14% | Shares |
| Stratos Wealth Partners, LTD. | $1,301,395 | 15,382 | 0.14% | Shares |
| DOHJ, LLC | $1,278,377 | 18,783 | 0.14% | Shares |
| Equitable Holdings, Inc. | $1,269,128 | 15,002 | 0.13% | Shares |
| Bank of New York Mellon Corp | $1,240,504 | 14,663 | 0.13% | Shares |
| WELLS FARGO & COMPANY/MN | $1,237,190 | 14,624 | 0.13% | Shares |
| OSAIC HOLDINGS, INC. | $1,232,208 | 14,555 | 0.13% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1,211,594 | 14,332 | 0.13% | Shares |
| NewEdge Advisors, LLC | $1,201,799 | 14,206 | 0.13% | Shares |
| FRANKLIN RESOURCES INC | $1,179,409 | 13,941 | 0.12% | Shares |
| Sharkey, Howes & Javer | $1,176,429 | 13,906 | 0.12% | Shares |
| VERITY Wealth Advisors | $1,136,009 | 13,428 | 0.12% | Shares |
| SUMMIT WEALTH GROUP LLC / CO | $1,132,794 | 13,390 | 0.12% | Shares |
| Ally Invest Advisors Inc. | $1,131,344 | 13,373 | 0.12% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $1,117,481 | 13,209 | 0.12% | Shares |
| Moors & Cabot, Inc. | $1,102,000 | 13,026 | 0.12% | Shares |
| Orion Porfolio Solutions, LLC | $1,095,238 | 12,946 | 0.12% | Shares |
| Pathstone Holdings, LLC | $1,081,695 | 12,786 | 0.11% | Shares |
| Steward Partners Investment Advisory, LLC | $1,070,190 | 12,650 | 0.11% | Shares |
| DIVERSIFIED TRUST CO | $1,038,549 | 12,276 | 0.11% | Shares |
| Financial Advisors, LLC | $1,014,545 | 13,395 | 0.11% | Shares |
| SigFig Wealth Management, LLC | $996,068 | 11,868 | 0.11% | Shares |
| Davis Wealth Advisors, LLC | $958,931 | 11,334 | 0.10% | Shares |
| Private Advisor Group, LLC | $926,549 | 10,952 | 0.10% | Shares |
| Magnus Financial Group LLC | $901,170 | 10,652 | 0.10% | Shares |
| Elios Financial Group Inc. | $858,780 | 11,537 | 0.09% | Shares |
| MGO ONE SEVEN LLC | $845,523 | 9,994 | 0.09% | Shares |