USXF iShares ESG Advanced MSCI USA ETF
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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 |