DMXF iShares ESG Advanced MSCI EAFE ETF
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Détenteurs institutionnels (13F) 283 déclarants · $945.2M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 33 (-30 vs T. préc.) | 16 (+9 vs T. préc.) | 119 (+31 vs T. préc.) | 58 (+18 vs T. préc.) | +3.5M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | $288 449 622 | 3 409 570 | 30,52% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $94 493 392 | 1 116 943 | 10,00% | Actions |
| IMA Advisory Services, Inc. | $69 495 724 | 822 257 | 7,35% | Actions |
| BlackRock, Inc. | $65 533 613 | 774 629 | 6,93% | Actions |
| LPL Financial LLC | $35 258 375 | 416 766 | 3,73% | Actions |
| SEI INVESTMENTS CO | $32 975 080 | 389 776 | 3,49% | Actions |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $20 786 124 | 245 699 | 2,20% | Actions |
| Envestnet Portfolio Solutions, Inc. | $18 152 700 | 214 571 | 1,92% | Actions |
| JPMORGAN CHASE & CO | $17 688 411 | 210 754 | 1,87% | Actions |
| Allworth Financial LP | $15 220 910 | 179 916 | 1,61% | Actions |
| RWA WEALTH PARTNERS, LLC | $12 391 207 | 146 468 | 1,31% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 605 033 | 125 355 | 1,12% | Actions |
| Cetera Investment Advisers | $9 564 017 | 113 050 | 1,01% | Actions |
| BAILARD, INC. | $9 139 084 | 108 027 | 0,97% | Actions |
| Values Added Financial LLC | $9 132 869 | 107 954 | 0,97% | Actions |
| Accredited Investors Inc. | $8 602 890 | 101 689 | 0,91% | Actions |
| Apella Capital, LLC | $6 336 504 | 75 662 | 0,67% | Actions |
| REGATTA CAPITAL GROUP, LLC | $5 952 640 | 70 362 | 0,63% | Actions |
| MML INVESTORS SERVICES, LLC | $5 855 272 | 69 211 | 0,62% | Actions |
| HighTower Advisors, LLC | $5 802 525 | 68 588 | 0,61% | Actions |
| Invera Wealth Advisors, LLC | $5 694 680 | 67 313 | 0,60% | Actions |
| Balanced Rock Investment Advisors LLC | $5 328 700 | 62 987 | 0,56% | Actions |
| Modern Wealth Management, LLC | $4 639 702 | 54 843 | 0,49% | Actions |
| UBS Group AG | $4 567 554 | 53 990 | 0,48% | Actions |
| CWM, LLC | $4 200 694 | 55 675 | 0,44% | Actions |
| Walkner Condon Financial Advisors LLC | $4 097 770 | 48 437 | 0,43% | Actions |
| TD Waterhouse Canada Inc. | $3 654 574 | 43 715 | 0,39% | Actions |
| SOFI WEALTH, LLC | $3 649 135 | 43 134 | 0,39% | Actions |
| Atlantic Private Wealth, LLC | $3 630 778 | 42 917 | 0,38% | Actions |
| Equita Financial Network, Inc. | $3 589 324 | 42 427 | 0,38% | Actions |
| FMR LLC | $3 586 471 | 42 393 | 0,38% | Actions |
| Decker Retirement Planning Inc. | $3 336 488 | 39 438 | 0,35% | Actions |
| ALBION FINANCIAL GROUP /UT | $3 270 771 | 38 662 | 0,35% | Actions |
| Beacon Pointe Advisors, LLC | $3 180 363 | 37 593 | 0,34% | Actions |
| Robertson Stephens Wealth Management, LLC | $3 011 168 | 35 593 | 0,32% | Actions |
| Atwater Malick LLC | $2 947 718 | 34 843 | 0,31% | Actions |
| Fiera Capital Corp | $2 903 049 | 34 315 | 0,31% | Actions |
| ASSETMARK, INC | $2 618 539 | 30 952 | 0,28% | Actions |
| NorthRock Partners, LLC | $2 608 302 | 30 831 | 0,28% | Actions |
| One Wealth Advisors, LLC | $2 550 775 | 30 151 | 0,27% | Actions |
| JANE STREET GROUP, LLC | $2 547 898 | 30 117 | 0,27% | Actions |
| Avise Financial Cooperative, Inc. | $2 386 658 | 28 211 | 0,25% | Actions |
| Westfuller Advisors, LLC | $2 372 904 | 31 330 | 0,25% | Actions |
| Integrated Wealth Concepts LLC | $2 346 377 | 27 735 | 0,25% | Actions |
| Arjuna Capital | $2 052 481 | 24 261 | 0,22% | Actions |
| OneDigital Investment Advisors LLC | $1 985 239 | 23 466 | 0,21% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1 945 378 | 22 995 | 0,21% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 875 560 | 22 170 | 0,20% | Actions |
| GeoWealth Management, LLC | $1 866 622 | 22 064 | 0,20% | Actions |
| BROWN ADVISORY INC | $1 865 007 | 22 045 | 0,20% | Actions |
| EP Wealth Advisors, LLC | $1 849 271 | 21 859 | 0,20% | Actions |
| Grubman Wealth Management | $1 838 891 | 24 703 | 0,19% | Actions |
| Archer Investment Management, LLC | $1 828 206 | 21 610 | 0,19% | Actions |
| GOULD ASSET MANAGEMENT LLC /CA/ | $1 748 682 | 20 670 | 0,19% | Actions |
| Sanctuary Advisors, LLC | $1 709 042 | 20 201 | 0,18% | Actions |
| WARNER FINANCIAL, INC | $1 694 617 | 20 031 | 0,18% | Actions |
| Shotwell Rutter Baer Inc | $1 661 544 | 19 640 | 0,18% | Actions |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $1 614 422 | 19 083 | 0,17% | Actions |
| Creative Planning | $1 601 852 | 18 934 | 0,17% | Actions |
| FIGURE 8 INVESTMENT STRATEGIES LLC | $1 593 864 | 18 840 | 0,17% | Actions |
| First Pacific Financial | $1 592 227 | 18 821 | 0,17% | Actions |
| Opes Wealth Management LLC | $1 553 516 | 20 590 | 0,16% | Actions |
| Merit Financial Group, LLC | $1 540 922 | 18 214 | 0,16% | Actions |
| Plancorp, LLC | $1 506 369 | 18 058 | 0,16% | Actions |
| GOLDMAN SACHS GROUP INC | $1 494 544 | 17 666 | 0,16% | Actions |
| Revolve Wealth Partners, LLC | $1 493 516 | 17 654 | 0,16% | Actions |
| Perigon Wealth Management, LLC | $1 435 100 | 16 963 | 0,15% | Actions |
| Cornerstone Financial Management LLC | $1 429 526 | 16 897 | 0,15% | Actions |
| Wade Financial Advisory, Inc | $1 405 033 | 20 865 | 0,15% | Actions |
| Urban Financial Advisory Corp | $1 390 363 | 16 435 | 0,15% | Actions |
| Farther Finance Advisors, LLC | $1 374 829 | 16 251 | 0,15% | Actions |
| Horst & Graben Wealth Management LLC | $1 348 720 | 16 108 | 0,14% | Actions |
| Lido Advisors, LLC | $1 309 326 | 15 477 | 0,14% | Actions |
| Congress Wealth Management LLC / DE / | $1 303 838 | 17 515 | 0,14% | Actions |
| Stratos Wealth Partners, LTD. | $1 301 395 | 15 382 | 0,14% | Actions |
| DOHJ, LLC | $1 278 377 | 18 783 | 0,14% | Actions |
| Equitable Holdings, Inc. | $1 269 128 | 15 002 | 0,13% | Actions |
| Bank of New York Mellon Corp | $1 240 504 | 14 663 | 0,13% | Actions |
| WELLS FARGO & COMPANY/MN | $1 237 190 | 14 624 | 0,13% | Actions |
| OSAIC HOLDINGS, INC. | $1 232 208 | 14 555 | 0,13% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1 211 594 | 14 332 | 0,13% | Actions |
| NewEdge Advisors, LLC | $1 201 799 | 14 206 | 0,13% | Actions |
| FRANKLIN RESOURCES INC | $1 179 409 | 13 941 | 0,12% | Actions |
| Sharkey, Howes & Javer | $1 176 429 | 13 906 | 0,12% | Actions |
| VERITY Wealth Advisors | $1 136 009 | 13 428 | 0,12% | Actions |
| SUMMIT WEALTH GROUP LLC / CO | $1 132 794 | 13 390 | 0,12% | Actions |
| Ally Invest Advisors Inc. | $1 131 344 | 13 373 | 0,12% | Actions |
| LAZARD ASSET MANAGEMENT LLC | $1 117 481 | 13 209 | 0,12% | Actions |
| Moors & Cabot, Inc. | $1 102 000 | 13 026 | 0,12% | Actions |
| Orion Porfolio Solutions, LLC | $1 095 238 | 12 946 | 0,12% | Actions |
| Pathstone Holdings, LLC | $1 081 695 | 12 786 | 0,11% | Actions |
| Steward Partners Investment Advisory, LLC | $1 070 190 | 12 650 | 0,11% | Actions |
| DIVERSIFIED TRUST CO | $1 038 549 | 12 276 | 0,11% | Actions |
| Financial Advisors, LLC | $1 014 545 | 13 395 | 0,11% | Actions |
| SigFig Wealth Management, LLC | $996 068 | 11 868 | 0,11% | Actions |
| Davis Wealth Advisors, LLC | $958 931 | 11 334 | 0,10% | Actions |
| Private Advisor Group, LLC | $926 549 | 10 952 | 0,10% | Actions |
| Magnus Financial Group LLC | $901 170 | 10 652 | 0,10% | Actions |
| Elios Financial Group Inc. | $858 780 | 11 537 | 0,09% | Actions |
| MGO ONE SEVEN LLC | $845 523 | 9 994 | 0,09% | Actions |