USXF iShares ESG Advanced MSCI USA ETF

NASDAQ ·

No fundamentals data yet for this ticker.

Institutional owners (13F) 325 filers · $1.0B 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
41 (+16 vs prior Q) 11 (-10 vs prior Q) 97 (-22 vs prior Q) 113 (+31 vs prior Q) -260K

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
ENVESTNET ASSET MANAGEMENT INC $190,080,391 2,736,939 18.91% Shares
BlackRock, Inc. $149,534,531 2,153,125 14.88% Shares
LPL Financial LLC $69,420,186 999,571 6.91% Shares
SEI INVESTMENTS CO $59,906,860 862,590 5.96% Shares
Envestnet Portfolio Solutions, Inc. $35,021,456 504,269 3.48% Shares
JPMORGAN CHASE & CO $34,946,892 510,339 3.48% Shares
MACKENZIE FINANCIAL CORP $23,442,986 337,552 2.33% Shares
Allworth Financial LP $20,135,318 289,925 2.00% Shares
Cetera Investment Advisers $17,026,643 245,165 1.69% Shares
Apella Capital, LLC $15,223,562 227,544 1.51% Shares
MML INVESTORS SERVICES, LLC $13,758,406 198,105 1.37% Shares
SPINNAKER TRUST $10,821,699 155,820 1.08% Shares
MORGAN STANLEY $9,585,628 138,022 0.95% Shares
HighTower Advisors, LLC $9,024,892 129,948 0.90% Shares
REGATTA CAPITAL GROUP, LLC $8,876,219 127,807 0.88% Shares
Cerity Partners LLC $7,195,477 103,607 0.72% Shares
Decker Retirement Planning Inc. $6,879,777 99,061 0.68% Shares
Balanced Rock Investment Advisors LLC $6,763,358 97,385 0.67% Shares
RWA WEALTH PARTNERS, LLC $6,225,213 89,636 0.62% Shares
TOMPKINS FINANCIAL CORP $6,115,211 88,052 0.61% Shares
SOFI WEALTH, LLC $6,101,514 87,855 0.61% Shares
ASSETMARK, INC $5,606,837 80,732 0.56% Shares
Highland Financial Advisors, LLC $5,379,041 77,452 0.54% Shares
Mirae Asset Global Investments Co., Ltd. $5,368,485 77,300 0.53% Shares
Beacon Pointe Advisors, LLC $5,294,034 95,906 0.53% Shares
Integrated Wealth Concepts LLC $5,007,561 72,102 0.50% Shares
One Wealth Advisors, LLC $4,969,286 71,552 0.49% Shares
Accredited Investors Inc. $4,937,687 71,097 0.49% Shares
Walkner Condon Financial Advisors LLC $4,792,119 69,001 0.48% Shares
GOLDMAN SACHS GROUP INC $4,765,173 68,613 0.47% Shares
Atwater Malick LLC $4,738,226 68,225 0.47% Shares
Avise Financial Cooperative, Inc. $4,603,043 66,279 0.46% Shares
NewEdge Advisors, LLC $4,202,910 60,517 0.42% Shares
GeoWealth Management, LLC $4,185,757 60,270 0.42% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,118,163 59,297 0.41% Shares
Archer Investment Management, LLC $3,992,493 57,487 0.40% Shares
Pathstone Holdings, LLC $3,895,312 56,088 0.39% Shares
Sanctuary Advisors, LLC $3,852,437 55,471 0.38% Shares
BANK OF AMERICA CORP /DE/ $3,682,308 53,021 0.37% Shares
Ally Invest Advisors Inc. $3,651,215 52,573 0.36% Shares
GenWealth Group, Inc. $3,586,620 64,975 0.36% Shares
Modern Wealth Management, LLC $3,564,572 51,326 0.35% Shares
Financial Advisors, LLC $3,411,501 59,527 0.34% Shares
Invera Wealth Advisors, LLC $3,350,685 48,246 0.33% Shares
Orion Porfolio Solutions, LLC $3,287,616 47,338 0.33% Shares
CGC Financial Services, LLC $3,128,931 45,053 0.31% Shares
EP Wealth Advisors, LLC $3,126,760 45,022 0.31% Shares
GOULD ASSET MANAGEMENT LLC /CA/ $2,941,902 42,360 0.29% Shares
MAI Capital Management $2,849,368 41,028 0.28% Shares
Horst & Graben Wealth Management LLC $2,815,090 41,174 0.28% Shares
Equita Financial Network, Inc. $2,811,267 40,479 0.28% Shares
OSAIC HOLDINGS, INC. $2,762,744 39,772 0.27% Shares
&PARTNERS $2,735,144 39,388 0.27% Shares
Steward Partners Investment Advisory, LLC $2,674,099 38,504 0.27% Shares
Merit Financial Group, LLC $2,672,033 38,474 0.27% Shares
Perigon Wealth Management, LLC $2,663,226 38,347 0.26% Shares
Equitable Holdings, Inc. $2,662,479 38,337 0.26% Shares
Kestra Advisory Services, LLC $2,662,308 38,334 0.26% Shares
Stratos Wealth Partners, LTD. $2,652,502 38,192 0.26% Shares
Bank of New York Mellon Corp $2,610,584 37,589 0.26% Shares
Values Added Financial LLC $2,584,673 37,216 0.26% Shares
AMARA FINANCIAL, LLC. $2,566,449 36,954 0.26% Shares
Skyline Advisors, Inc. $2,512,250 36,174 0.25% Shares
Opes Wealth Management LLC $2,499,125 45,274 0.25% Shares
Sharkey, Howes & Javer $2,475,575 35,645 0.25% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $2,443,712 35,143 0.24% Shares
Haverford Trust Co $2,395,261 34,489 0.24% Shares
AMERIPRISE FINANCIAL INC $2,292,038 33,003 0.23% Shares
Orion Portfolio Solutions, LLC $2,209,887 47,352 0.22% Shares
SUMMIT WEALTH GROUP LLC / CO $2,103,015 30,281 0.21% Shares
TD Waterhouse Canada Inc. $1,940,062 28,405 0.19% Shares
Vise Technologies, Inc. $1,939,936 27,933 0.19% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,929,460 28,108 0.19% Shares
SigFig Wealth Management, LLC $1,920,318 28,043 0.19% Shares
H D Vest Advisory Services $1,891,729 35,077 0.19% Shares
Davis Wealth Advisors, LLC $1,874,075 26,983 0.19% Shares
GC Wealth Management RIA, LLC $1,864,107 26,841 0.19% Shares
VERITY Wealth Advisors $1,838,133 26,467 0.18% Shares
Optas, LLC $1,831,773 26,375 0.18% Shares
Creative Planning $1,750,835 25,210 0.17% Shares
Magnus Financial Group LLC $1,713,077 24,666 0.17% Shares
Clearstead Advisors, LLC $1,687,232 24,294 0.17% Shares
Farther Finance Advisors, LLC $1,651,455 23,779 0.16% Shares
Baird Financial Group, Inc. $1,648,049 23,730 0.16% Shares
Elios Financial Group Inc. $1,616,832 29,980 0.16% Shares
DIVERSIFIED TRUST CO $1,577,487 22,714 0.16% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,490,028 21,455 0.15% Shares
National Wealth Management Group, LLC $1,471,368 21,186 0.15% Shares
Capital Investment Advisors, LLC $1,456,730 20,975 0.14% Shares
CWM, LLC $1,424,851 25,813 0.14% Shares
Private Advisor Group, LLC $1,424,003 20,504 0.14% Shares
Shotwell Rutter Baer Inc $1,385,041 19,943 0.14% Shares
RKL Wealth Management LLC $1,371,940 19,754 0.14% Shares
Aufman Associates Inc $1,265,205 18,217 0.13% Shares
MGO ONE SEVEN LLC $1,260,537 18,150 0.13% Shares
MA Private Wealth $1,221,903 17,594 0.12% Shares
Austin Private Wealth, LLC $1,178,663 20,470 0.12% Shares
HART & PATTERSON FINANCIAL GROUP LLC $1,174,486 23,622 0.12% Shares
RAYMOND JAMES FINANCIAL INC $1,151,064 16,574 0.11% Shares
Congress Wealth Management LLC / DE / $1,147,361 21,275 0.11% Shares