USXF iShares ESG Advanced MSCI USA ETF
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Propietarios institucionales (13F) 325 declarantes · $1.0B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 41 (+16 vs trimestre anterior) | 11 (-10 vs trimestre anterior) | 97 (-22 vs trimestre anterior) | 113 (+31 vs trimestre anterior) | -260K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $190 080 391 | 2 736 939 | 18,91% | Acciones |
| BlackRock, Inc. | $149 534 531 | 2 153 125 | 14,88% | Acciones |
| LPL Financial LLC | $69 420 186 | 999 571 | 6,91% | Acciones |
| SEI INVESTMENTS CO | $59 906 860 | 862 590 | 5,96% | Acciones |
| Envestnet Portfolio Solutions, Inc. | $35 021 456 | 504 269 | 3,48% | Acciones |
| JPMORGAN CHASE & CO | $34 946 892 | 510 339 | 3,48% | Acciones |
| MACKENZIE FINANCIAL CORP | $23 442 986 | 337 552 | 2,33% | Acciones |
| Allworth Financial LP | $20 135 318 | 289 925 | 2,00% | Acciones |
| Cetera Investment Advisers | $17 026 643 | 245 165 | 1,69% | Acciones |
| Apella Capital, LLC | $15 223 562 | 227 544 | 1,51% | Acciones |
| MML INVESTORS SERVICES, LLC | $13 758 406 | 198 105 | 1,37% | Acciones |
| SPINNAKER TRUST | $10 821 699 | 155 820 | 1,08% | Acciones |
| MORGAN STANLEY | $9 585 628 | 138 022 | 0,95% | Acciones |
| HighTower Advisors, LLC | $9 024 892 | 129 948 | 0,90% | Acciones |
| REGATTA CAPITAL GROUP, LLC | $8 876 219 | 127 807 | 0,88% | Acciones |
| Cerity Partners LLC | $7 195 477 | 103 607 | 0,72% | Acciones |
| Decker Retirement Planning Inc. | $6 879 777 | 99 061 | 0,68% | Acciones |
| Balanced Rock Investment Advisors LLC | $6 763 358 | 97 385 | 0,67% | Acciones |
| RWA WEALTH PARTNERS, LLC | $6 225 213 | 89 636 | 0,62% | Acciones |
| TOMPKINS FINANCIAL CORP | $6 115 211 | 88 052 | 0,61% | Acciones |
| SOFI WEALTH, LLC | $6 101 514 | 87 855 | 0,61% | Acciones |
| ASSETMARK, INC | $5 606 837 | 80 732 | 0,56% | Acciones |
| Highland Financial Advisors, LLC | $5 379 041 | 77 452 | 0,54% | Acciones |
| Mirae Asset Global Investments Co., Ltd. | $5 368 485 | 77 300 | 0,53% | Acciones |
| Beacon Pointe Advisors, LLC | $5 294 034 | 95 906 | 0,53% | Acciones |
| Integrated Wealth Concepts LLC | $5 007 561 | 72 102 | 0,50% | Acciones |
| One Wealth Advisors, LLC | $4 969 286 | 71 552 | 0,49% | Acciones |
| Accredited Investors Inc. | $4 937 687 | 71 097 | 0,49% | Acciones |
| Walkner Condon Financial Advisors LLC | $4 792 119 | 69 001 | 0,48% | Acciones |
| GOLDMAN SACHS GROUP INC | $4 765 173 | 68 613 | 0,47% | Acciones |
| Atwater Malick LLC | $4 738 226 | 68 225 | 0,47% | Acciones |
| Avise Financial Cooperative, Inc. | $4 603 043 | 66 279 | 0,46% | Acciones |
| NewEdge Advisors, LLC | $4 202 910 | 60 517 | 0,42% | Acciones |
| GeoWealth Management, LLC | $4 185 757 | 60 270 | 0,42% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $4 118 163 | 59 297 | 0,41% | Acciones |
| Archer Investment Management, LLC | $3 992 493 | 57 487 | 0,40% | Acciones |
| Pathstone Holdings, LLC | $3 895 312 | 56 088 | 0,39% | Acciones |
| Sanctuary Advisors, LLC | $3 852 437 | 55 471 | 0,38% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 682 308 | 53 021 | 0,37% | Acciones |
| Ally Invest Advisors Inc. | $3 651 215 | 52 573 | 0,36% | Acciones |
| GenWealth Group, Inc. | $3 586 620 | 64 975 | 0,36% | Acciones |
| Modern Wealth Management, LLC | $3 564 572 | 51 326 | 0,35% | Acciones |
| Financial Advisors, LLC | $3 411 501 | 59 527 | 0,34% | Acciones |
| Invera Wealth Advisors, LLC | $3 350 685 | 48 246 | 0,33% | Acciones |
| Orion Porfolio Solutions, LLC | $3 287 616 | 47 338 | 0,33% | Acciones |
| CGC Financial Services, LLC | $3 128 931 | 45 053 | 0,31% | Acciones |
| EP Wealth Advisors, LLC | $3 126 760 | 45 022 | 0,31% | Acciones |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2 941 902 | 42 360 | 0,29% | Acciones |
| MAI Capital Management | $2 849 368 | 41 028 | 0,28% | Acciones |
| Horst & Graben Wealth Management LLC | $2 815 090 | 41 174 | 0,28% | Acciones |
| Equita Financial Network, Inc. | $2 811 267 | 40 479 | 0,28% | Acciones |
| OSAIC HOLDINGS, INC. | $2 762 744 | 39 772 | 0,27% | Acciones |
| &PARTNERS | $2 735 144 | 39 388 | 0,27% | Acciones |
| Steward Partners Investment Advisory, LLC | $2 674 099 | 38 504 | 0,27% | Acciones |
| Merit Financial Group, LLC | $2 672 033 | 38 474 | 0,27% | Acciones |
| Perigon Wealth Management, LLC | $2 663 226 | 38 347 | 0,26% | Acciones |
| Equitable Holdings, Inc. | $2 662 479 | 38 337 | 0,26% | Acciones |
| Kestra Advisory Services, LLC | $2 662 308 | 38 334 | 0,26% | Acciones |
| Stratos Wealth Partners, LTD. | $2 652 502 | 38 192 | 0,26% | Acciones |
| Bank of New York Mellon Corp | $2 610 584 | 37 589 | 0,26% | Acciones |
| Values Added Financial LLC | $2 584 673 | 37 216 | 0,26% | Acciones |
| AMARA FINANCIAL, LLC. | $2 566 449 | 36 954 | 0,26% | Acciones |
| Skyline Advisors, Inc. | $2 512 250 | 36 174 | 0,25% | Acciones |
| Opes Wealth Management LLC | $2 499 125 | 45 274 | 0,25% | Acciones |
| Sharkey, Howes & Javer | $2 475 575 | 35 645 | 0,25% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2 443 712 | 35 143 | 0,24% | Acciones |
| Haverford Trust Co | $2 395 261 | 34 489 | 0,24% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 292 038 | 33 003 | 0,23% | Acciones |
| Orion Portfolio Solutions, LLC | $2 209 887 | 47 352 | 0,22% | Acciones |
| SUMMIT WEALTH GROUP LLC / CO | $2 103 015 | 30 281 | 0,21% | Acciones |
| TD Waterhouse Canada Inc. | $1 940 062 | 28 405 | 0,19% | Acciones |
| Vise Technologies, Inc. | $1 939 936 | 27 933 | 0,19% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 929 460 | 28 108 | 0,19% | Acciones |
| SigFig Wealth Management, LLC | $1 920 318 | 28 043 | 0,19% | Acciones |
| H D Vest Advisory Services | $1 891 729 | 35 077 | 0,19% | Acciones |
| Davis Wealth Advisors, LLC | $1 874 075 | 26 983 | 0,19% | Acciones |
| GC Wealth Management RIA, LLC | $1 864 107 | 26 841 | 0,19% | Acciones |
| VERITY Wealth Advisors | $1 838 133 | 26 467 | 0,18% | Acciones |
| Optas, LLC | $1 831 773 | 26 375 | 0,18% | Acciones |
| Creative Planning | $1 750 835 | 25 210 | 0,17% | Acciones |
| Magnus Financial Group LLC | $1 713 077 | 24 666 | 0,17% | Acciones |
| Clearstead Advisors, LLC | $1 687 232 | 24 294 | 0,17% | Acciones |
| Farther Finance Advisors, LLC | $1 651 455 | 23 779 | 0,16% | Acciones |
| Baird Financial Group, Inc. | $1 648 049 | 23 730 | 0,16% | Acciones |
| Elios Financial Group Inc. | $1 616 832 | 29 980 | 0,16% | Acciones |
| DIVERSIFIED TRUST CO | $1 577 487 | 22 714 | 0,16% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1 490 028 | 21 455 | 0,15% | Acciones |
| National Wealth Management Group, LLC | $1 471 368 | 21 186 | 0,15% | Acciones |
| Capital Investment Advisors, LLC | $1 456 730 | 20 975 | 0,14% | Acciones |
| CWM, LLC | $1 424 851 | 25 813 | 0,14% | Acciones |
| Private Advisor Group, LLC | $1 424 003 | 20 504 | 0,14% | Acciones |
| Shotwell Rutter Baer Inc | $1 385 041 | 19 943 | 0,14% | Acciones |
| RKL Wealth Management LLC | $1 371 940 | 19 754 | 0,14% | Acciones |
| Aufman Associates Inc | $1 265 205 | 18 217 | 0,13% | Acciones |
| MGO ONE SEVEN LLC | $1 260 537 | 18 150 | 0,13% | Acciones |
| MA Private Wealth | $1 221 903 | 17 594 | 0,12% | Acciones |
| Austin Private Wealth, LLC | $1 178 663 | 20 470 | 0,12% | Acciones |
| HART & PATTERSON FINANCIAL GROUP LLC | $1 174 486 | 23 622 | 0,12% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $1 151 064 | 16 574 | 0,11% | Acciones |
| Congress Wealth Management LLC / DE / | $1 147 361 | 21 275 | 0,11% | Acciones |