USXF iShares ESG Advanced MSCI USA ETF
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Détenteurs institutionnels (13F) 325 déclarants · $1.0B 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.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 41 (+16 vs T. préc.) | 11 (-10 vs T. préc.) | 97 (-22 vs T. préc.) | 113 (+31 vs T. préc.) | -260K |
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $190 080 391 | 2 736 939 | 18,87% | Actions |
| BlackRock, Inc. | $149 534 531 | 2 153 125 | 14,84% | Actions |
| LPL Financial LLC | $69 420 186 | 999 571 | 6,89% | Actions |
| SEI INVESTMENTS CO | $59 906 860 | 862 590 | 5,95% | Actions |
| Envestnet Portfolio Solutions, Inc. | $35 021 456 | 504 269 | 3,48% | Actions |
| JPMORGAN CHASE & CO | $34 946 892 | 510 339 | 3,47% | Actions |
| MACKENZIE FINANCIAL CORP | $23 442 986 | 337 552 | 2,33% | Actions |
| Allworth Financial LP | $20 135 318 | 289 925 | 2,00% | Actions |
| Cetera Investment Advisers | $17 026 643 | 245 165 | 1,69% | Actions |
| Apella Capital, LLC | $15 223 562 | 227 544 | 1,51% | Actions |
| MML INVESTORS SERVICES, LLC | $13 758 406 | 198 105 | 1,37% | Actions |
| SPINNAKER TRUST | $10 821 699 | 155 820 | 1,07% | Actions |
| MORGAN STANLEY | $9 585 628 | 138 022 | 0,95% | Actions |
| HighTower Advisors, LLC | $9 024 892 | 129 948 | 0,90% | Actions |
| REGATTA CAPITAL GROUP, LLC | $8 876 219 | 127 807 | 0,88% | Actions |
| Beacon Pointe Advisors, LLC | $7 562 679 | 108 894 | 0,75% | Actions |
| Cerity Partners LLC | $7 195 477 | 103 607 | 0,71% | Actions |
| Decker Retirement Planning Inc. | $6 879 777 | 99 061 | 0,68% | Actions |
| Balanced Rock Investment Advisors LLC | $6 763 358 | 97 385 | 0,67% | Actions |
| RWA WEALTH PARTNERS, LLC | $6 225 213 | 89 636 | 0,62% | Actions |
| TOMPKINS FINANCIAL CORP | $6 115 211 | 88 052 | 0,61% | Actions |
| SOFI WEALTH, LLC | $6 101 514 | 87 855 | 0,61% | Actions |
| ASSETMARK, INC | $5 606 837 | 80 732 | 0,56% | Actions |
| Highland Financial Advisors, LLC | $5 379 041 | 77 452 | 0,53% | Actions |
| Mirae Asset Global Investments Co., Ltd. | $5 368 485 | 77 300 | 0,53% | Actions |
| Integrated Wealth Concepts LLC | $5 007 561 | 72 102 | 0,50% | Actions |
| One Wealth Advisors, LLC | $4 969 286 | 71 552 | 0,49% | Actions |
| Accredited Investors Inc. | $4 937 687 | 71 097 | 0,49% | Actions |
| Walkner Condon Financial Advisors LLC | $4 792 119 | 69 001 | 0,48% | Actions |
| GOLDMAN SACHS GROUP INC | $4 765 173 | 68 613 | 0,47% | Actions |
| Atwater Malick LLC | $4 738 226 | 68 225 | 0,47% | Actions |
| Avise Financial Cooperative, Inc. | $4 603 043 | 66 279 | 0,46% | Actions |
| NewEdge Advisors, LLC | $4 202 910 | 60 517 | 0,42% | Actions |
| GeoWealth Management, LLC | $4 185 757 | 60 270 | 0,42% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $4 118 163 | 59 297 | 0,41% | Actions |
| Archer Investment Management, LLC | $3 992 493 | 57 487 | 0,40% | Actions |
| Pathstone Holdings, LLC | $3 895 312 | 56 088 | 0,39% | Actions |
| Sanctuary Advisors, LLC | $3 852 437 | 55 471 | 0,38% | Actions |
| BANK OF AMERICA CORP /DE/ | $3 682 308 | 53 021 | 0,37% | Actions |
| Ally Invest Advisors Inc. | $3 651 215 | 52 573 | 0,36% | Actions |
| GenWealth Group, Inc. | $3 586 620 | 64 975 | 0,36% | Actions |
| Modern Wealth Management, LLC | $3 564 572 | 51 326 | 0,35% | Actions |
| Financial Advisors, LLC | $3 411 501 | 59 527 | 0,34% | Actions |
| Invera Wealth Advisors, LLC | $3 350 685 | 48 246 | 0,33% | Actions |
| Orion Porfolio Solutions, LLC | $3 287 616 | 47 338 | 0,33% | Actions |
| CGC Financial Services, LLC | $3 128 931 | 45 053 | 0,31% | Actions |
| EP Wealth Advisors, LLC | $3 126 760 | 45 022 | 0,31% | Actions |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2 941 902 | 42 360 | 0,29% | Actions |
| MAI Capital Management | $2 849 368 | 41 028 | 0,28% | Actions |
| Horst & Graben Wealth Management LLC | $2 815 090 | 41 174 | 0,28% | Actions |
| Equita Financial Network, Inc. | $2 811 267 | 40 479 | 0,28% | Actions |
| OSAIC HOLDINGS, INC. | $2 762 744 | 39 772 | 0,27% | Actions |
| &PARTNERS | $2 735 144 | 39 388 | 0,27% | Actions |
| Steward Partners Investment Advisory, LLC | $2 674 099 | 38 504 | 0,27% | Actions |
| Merit Financial Group, LLC | $2 672 033 | 38 474 | 0,27% | Actions |
| Perigon Wealth Management, LLC | $2 663 226 | 38 347 | 0,26% | Actions |
| Equitable Holdings, Inc. | $2 662 479 | 38 337 | 0,26% | Actions |
| Kestra Advisory Services, LLC | $2 662 308 | 38 334 | 0,26% | Actions |
| Stratos Wealth Partners, LTD. | $2 652 502 | 38 192 | 0,26% | Actions |
| Bank of New York Mellon Corp | $2 610 584 | 37 589 | 0,26% | Actions |
| Values Added Financial LLC | $2 584 673 | 37 216 | 0,26% | Actions |
| AMARA FINANCIAL, LLC. | $2 566 449 | 36 954 | 0,25% | Actions |
| Skyline Advisors, Inc. | $2 512 250 | 36 174 | 0,25% | Actions |
| Opes Wealth Management LLC | $2 499 125 | 45 274 | 0,25% | Actions |
| Sharkey, Howes & Javer | $2 475 575 | 35 645 | 0,25% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2 443 712 | 35 143 | 0,24% | Actions |
| Haverford Trust Co | $2 395 261 | 34 489 | 0,24% | Actions |
| AMERIPRISE FINANCIAL INC | $2 292 038 | 33 003 | 0,23% | Actions |
| Orion Portfolio Solutions, LLC | $2 209 887 | 47 352 | 0,22% | Actions |
| SUMMIT WEALTH GROUP LLC / CO | $2 103 015 | 30 281 | 0,21% | Actions |
| TD Waterhouse Canada Inc. | $1 940 062 | 28 405 | 0,19% | Actions |
| Vise Technologies, Inc. | $1 939 936 | 27 933 | 0,19% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 929 460 | 28 108 | 0,19% | Actions |
| SigFig Wealth Management, LLC | $1 920 318 | 28 043 | 0,19% | Actions |
| H D Vest Advisory Services | $1 891 729 | 35 077 | 0,19% | Actions |
| Davis Wealth Advisors, LLC | $1 874 075 | 26 983 | 0,19% | Actions |
| GC Wealth Management RIA, LLC | $1 864 107 | 26 841 | 0,19% | Actions |
| VERITY Wealth Advisors | $1 838 133 | 26 467 | 0,18% | Actions |
| Optas, LLC | $1 831 773 | 26 375 | 0,18% | Actions |
| Creative Planning | $1 750 835 | 25 210 | 0,17% | Actions |
| Magnus Financial Group LLC | $1 713 077 | 24 666 | 0,17% | Actions |
| Clearstead Advisors, LLC | $1 687 232 | 24 294 | 0,17% | Actions |
| Farther Finance Advisors, LLC | $1 651 455 | 23 779 | 0,16% | Actions |
| Baird Financial Group, Inc. | $1 648 049 | 23 730 | 0,16% | Actions |
| Elios Financial Group Inc. | $1 616 832 | 29 980 | 0,16% | Actions |
| DIVERSIFIED TRUST CO | $1 577 487 | 22 714 | 0,16% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1 490 028 | 21 455 | 0,15% | Actions |
| National Wealth Management Group, LLC | $1 471 368 | 21 186 | 0,15% | Actions |
| Capital Investment Advisors, LLC | $1 456 730 | 20 975 | 0,14% | Actions |
| CWM, LLC | $1 424 851 | 25 813 | 0,14% | Actions |
| Private Advisor Group, LLC | $1 424 003 | 20 504 | 0,14% | Actions |
| Shotwell Rutter Baer Inc | $1 385 041 | 19 943 | 0,14% | Actions |
| RKL Wealth Management LLC | $1 371 940 | 19 754 | 0,14% | Actions |
| Aufman Associates Inc | $1 265 205 | 18 217 | 0,13% | Actions |
| MGO ONE SEVEN LLC | $1 260 537 | 18 150 | 0,13% | Actions |
| MA Private Wealth | $1 221 903 | 17 594 | 0,12% | Actions |
| Austin Private Wealth, LLC | $1 178 663 | 20 470 | 0,12% | Actions |
| HART & PATTERSON FINANCIAL GROUP LLC | $1 174 486 | 23 622 | 0,12% | Actions |
| RAYMOND JAMES FINANCIAL INC | $1 151 064 | 16 574 | 0,11% | Actions |
| Congress Wealth Management LLC / DE / | $1 147 361 | 21 275 | 0,11% | Actions |