USXF iShares ESG Advanced MSCI USA ETF
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机构持有人 (13F) 325 家申报者 · $1.0B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 41 (+16 与上一季度对比) | 11 (-10 与上一季度对比) | 97 (-22 与上一季度对比) | 113 (+31 与上一季度对比) | -260K |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $190080391 | 2736939 | 18.91% | 股份 |
| BlackRock, Inc. | $149534531 | 2153125 | 14.88% | 股份 |
| LPL Financial LLC | $69420186 | 999571 | 6.91% | 股份 |
| SEI INVESTMENTS CO | $59906860 | 862590 | 5.96% | 股份 |
| Envestnet Portfolio Solutions, Inc. | $35021456 | 504269 | 3.48% | 股份 |
| JPMORGAN CHASE & CO | $34946892 | 510339 | 3.48% | 股份 |
| MACKENZIE FINANCIAL CORP | $23442986 | 337552 | 2.33% | 股份 |
| Allworth Financial LP | $20135318 | 289925 | 2.00% | 股份 |
| Cetera Investment Advisers | $17026643 | 245165 | 1.69% | 股份 |
| Apella Capital, LLC | $15223562 | 227544 | 1.51% | 股份 |
| MML INVESTORS SERVICES, LLC | $13758406 | 198105 | 1.37% | 股份 |
| SPINNAKER TRUST | $10821699 | 155820 | 1.08% | 股份 |
| MORGAN STANLEY | $9585628 | 138022 | 0.95% | 股份 |
| HighTower Advisors, LLC | $9024892 | 129948 | 0.90% | 股份 |
| REGATTA CAPITAL GROUP, LLC | $8876219 | 127807 | 0.88% | 股份 |
| Cerity Partners LLC | $7195477 | 103607 | 0.72% | 股份 |
| Decker Retirement Planning Inc. | $6879777 | 99061 | 0.68% | 股份 |
| Balanced Rock Investment Advisors LLC | $6763358 | 97385 | 0.67% | 股份 |
| RWA WEALTH PARTNERS, LLC | $6225213 | 89636 | 0.62% | 股份 |
| TOMPKINS FINANCIAL CORP | $6115211 | 88052 | 0.61% | 股份 |
| SOFI WEALTH, LLC | $6101514 | 87855 | 0.61% | 股份 |
| ASSETMARK, INC | $5606837 | 80732 | 0.56% | 股份 |
| Highland Financial Advisors, LLC | $5379041 | 77452 | 0.54% | 股份 |
| Mirae Asset Global Investments Co., Ltd. | $5368485 | 77300 | 0.53% | 股份 |
| Beacon Pointe Advisors, LLC | $5294034 | 95906 | 0.53% | 股份 |
| Integrated Wealth Concepts LLC | $5007561 | 72102 | 0.50% | 股份 |
| One Wealth Advisors, LLC | $4969286 | 71552 | 0.49% | 股份 |
| Accredited Investors Inc. | $4937687 | 71097 | 0.49% | 股份 |
| Walkner Condon Financial Advisors LLC | $4792119 | 69001 | 0.48% | 股份 |
| GOLDMAN SACHS GROUP INC | $4765173 | 68613 | 0.47% | 股份 |
| Atwater Malick LLC | $4738226 | 68225 | 0.47% | 股份 |
| Avise Financial Cooperative, Inc. | $4603043 | 66279 | 0.46% | 股份 |
| NewEdge Advisors, LLC | $4202910 | 60517 | 0.42% | 股份 |
| GeoWealth Management, LLC | $4185757 | 60270 | 0.42% | 股份 |
| COMMONWEALTH EQUITY SERVICES, LLC | $4118163 | 59297 | 0.41% | 股份 |
| Archer Investment Management, LLC | $3992493 | 57487 | 0.40% | 股份 |
| Pathstone Holdings, LLC | $3895312 | 56088 | 0.39% | 股份 |
| Sanctuary Advisors, LLC | $3852437 | 55471 | 0.38% | 股份 |
| BANK OF AMERICA CORP /DE/ | $3682308 | 53021 | 0.37% | 股份 |
| Ally Invest Advisors Inc. | $3651215 | 52573 | 0.36% | 股份 |
| GenWealth Group, Inc. | $3586620 | 64975 | 0.36% | 股份 |
| Modern Wealth Management, LLC | $3564572 | 51326 | 0.35% | 股份 |
| Financial Advisors, LLC | $3411501 | 59527 | 0.34% | 股份 |
| Invera Wealth Advisors, LLC | $3350685 | 48246 | 0.33% | 股份 |
| Orion Porfolio Solutions, LLC | $3287616 | 47338 | 0.33% | 股份 |
| CGC Financial Services, LLC | $3128931 | 45053 | 0.31% | 股份 |
| EP Wealth Advisors, LLC | $3126760 | 45022 | 0.31% | 股份 |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2941902 | 42360 | 0.29% | 股份 |
| MAI Capital Management | $2849368 | 41028 | 0.28% | 股份 |
| Horst & Graben Wealth Management LLC | $2815090 | 41174 | 0.28% | 股份 |
| Equita Financial Network, Inc. | $2811267 | 40479 | 0.28% | 股份 |
| OSAIC HOLDINGS, INC. | $2762744 | 39772 | 0.27% | 股份 |
| &PARTNERS | $2735144 | 39388 | 0.27% | 股份 |
| Steward Partners Investment Advisory, LLC | $2674099 | 38504 | 0.27% | 股份 |
| Merit Financial Group, LLC | $2672033 | 38474 | 0.27% | 股份 |
| Perigon Wealth Management, LLC | $2663226 | 38347 | 0.26% | 股份 |
| Equitable Holdings, Inc. | $2662479 | 38337 | 0.26% | 股份 |
| Kestra Advisory Services, LLC | $2662308 | 38334 | 0.26% | 股份 |
| Stratos Wealth Partners, LTD. | $2652502 | 38192 | 0.26% | 股份 |
| Bank of New York Mellon Corp | $2610584 | 37589 | 0.26% | 股份 |
| Values Added Financial LLC | $2584673 | 37216 | 0.26% | 股份 |
| AMARA FINANCIAL, LLC. | $2566449 | 36954 | 0.26% | 股份 |
| Skyline Advisors, Inc. | $2512250 | 36174 | 0.25% | 股份 |
| Opes Wealth Management LLC | $2499125 | 45274 | 0.25% | 股份 |
| Sharkey, Howes & Javer | $2475575 | 35645 | 0.25% | 股份 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2443712 | 35143 | 0.24% | 股份 |
| Haverford Trust Co | $2395261 | 34489 | 0.24% | 股份 |
| AMERIPRISE FINANCIAL INC | $2292038 | 33003 | 0.23% | 股份 |
| Orion Portfolio Solutions, LLC | $2209887 | 47352 | 0.22% | 股份 |
| SUMMIT WEALTH GROUP LLC / CO | $2103015 | 30281 | 0.21% | 股份 |
| TD Waterhouse Canada Inc. | $1940062 | 28405 | 0.19% | 股份 |
| Vise Technologies, Inc. | $1939936 | 27933 | 0.19% | 股份 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1929460 | 28108 | 0.19% | 股份 |
| SigFig Wealth Management, LLC | $1920318 | 28043 | 0.19% | 股份 |
| H D Vest Advisory Services | $1891729 | 35077 | 0.19% | 股份 |
| Davis Wealth Advisors, LLC | $1874075 | 26983 | 0.19% | 股份 |
| GC Wealth Management RIA, LLC | $1864107 | 26841 | 0.19% | 股份 |
| VERITY Wealth Advisors | $1838133 | 26467 | 0.18% | 股份 |
| Optas, LLC | $1831773 | 26375 | 0.18% | 股份 |
| Creative Planning | $1750835 | 25210 | 0.17% | 股份 |
| Magnus Financial Group LLC | $1713077 | 24666 | 0.17% | 股份 |
| Clearstead Advisors, LLC | $1687232 | 24294 | 0.17% | 股份 |
| Farther Finance Advisors, LLC | $1651455 | 23779 | 0.16% | 股份 |
| Baird Financial Group, Inc. | $1648049 | 23730 | 0.16% | 股份 |
| Elios Financial Group Inc. | $1616832 | 29980 | 0.16% | 股份 |
| DIVERSIFIED TRUST CO | $1577487 | 22714 | 0.16% | 股份 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1490028 | 21455 | 0.15% | 股份 |
| National Wealth Management Group, LLC | $1471368 | 21186 | 0.15% | 股份 |
| Capital Investment Advisors, LLC | $1456730 | 20975 | 0.14% | 股份 |
| CWM, LLC | $1424851 | 25813 | 0.14% | 股份 |
| Private Advisor Group, LLC | $1424003 | 20504 | 0.14% | 股份 |
| Shotwell Rutter Baer Inc | $1385041 | 19943 | 0.14% | 股份 |
| RKL Wealth Management LLC | $1371940 | 19754 | 0.14% | 股份 |
| Aufman Associates Inc | $1265205 | 18217 | 0.13% | 股份 |
| MGO ONE SEVEN LLC | $1260537 | 18150 | 0.13% | 股份 |
| MA Private Wealth | $1221903 | 17594 | 0.12% | 股份 |
| Austin Private Wealth, LLC | $1178663 | 20470 | 0.12% | 股份 |
| HART & PATTERSON FINANCIAL GROUP LLC | $1174486 | 23622 | 0.12% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $1151064 | 16574 | 0.11% | 股份 |
| Congress Wealth Management LLC / DE / | $1147361 | 21275 | 0.11% | 股份 |