ISHARES TR (DMXF)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
255
Reporting holders
$950.2M
Reported value
0.0%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | $288.4M | 3,409,570 | 6.71% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $94.5M | 1,116,943 | 0.02% | 23q | +0.9%+$864.5K |
| IMA Advisory Services, Inc. | $69.5M | 822,257 | 4.35% | 7q | +11.6%+$7.2M |
| BlackRock, Inc. | $65.5M | 774,640 | 0.00% | 8q | -7.9%-$5.6M |
| LPL Financial LLC | $35.3M | 416,766 | 0.01% | 23q | +15.9%+$4.8M |
| SEI INVESTMENTS CO | $33.0M | 389,776 | 0.03% | 10q | +4.2%+$1.3M |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $20.8M | 245,699 | 9.77% | 3q | +3.5%+$707.8K |
| Envestnet Portfolio Solutions, Inc. | $18.2M | 214,571 | 0.09% | 2q | +1.1%+$196.4K |
| JPMORGAN CHASE & CO | $17.8M | 211,765 | 0.00% | 16q | +0.5%+$90.7K |
| Allworth Financial LP | $15.2M | 179,916 | 0.06% | 20q | +1.1%+$158.6K |
| RWA WEALTH PARTNERS, LLC | $12.9M | 152,267 | 0.12% | 16q | +2.1%+$259.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.6M | 125,355 | 0.00% | 4q | -11.6%-$1.4M |
| Cetera Investment Advisers | $9.6M | 113,050 | 0.01% | 21q | +1.8%+$165.2K |
| BAILARD, INC. | $9.1M | 108,027 | 0.19% | 5q | +3.7%+$325.5K |
| Values Added Financial LLC | $9.1M | 107,954 | 3.30% | 13q | +1.3%+$121.0K |
| Accredited Investors Inc. | $8.6M | 101,689 | 0.37% | 23q | +20.2%+$1.4M |
| Apella Capital, LLC | $6.3M | 75,662 | 0.09% | 2q | HELD |
| REGATTA CAPITAL GROUP, LLC | $6.0M | 70,362 | 0.80% | 10q | +23.0%+$1.1M |
| MML INVESTORS SERVICES, LLC | $5.9M | 69,211 | 0.01% | 23q | +24.0%+$1.1M |
| HighTower Advisors, LLC | $5.8M | 68,588 | 0.01% | 21q | +7.9%+$425.1K |
| Invera Wealth Advisors, LLC | $5.7M | 67,313 | 3.05% | 11q | +1.2%+$69.9K |
| Balanced Rock Investment Advisors LLC | $5.3M | 62,987 | 3.32% | 11q | +1.1%+$55.5K |
| ROYAL BANK OF CANADA | $5.0M | 59,385 | 0.00% | 23q | +22.5%+$921.5K |
| SeedSafe Financial LLC | $4.8M | 56,700 | 3.45% | 3q | +11.9%+$511.2K |
| Modern Wealth Management, LLC | $4.6M | 54,843 | 0.06% | 6q | +16.5%+$657.8K |
| UBS Group AG | $4.6M | 53,990 | 0.00% | 21q | HELD |
| Walkner Condon Financial Advisors LLC | $4.1M | 48,437 | 0.47% | 19q | -1.2%-$50.9K |
| TD Waterhouse Canada Inc. | $3.7M | 43,715 | 0.01% | 19q | HELD |
| SOFI WEALTH, LLC | $3.6M | 43,134 | 0.15% | 7q | +28.4%+$807.4K |
| Atlantic Private Wealth, LLC | $3.6M | 42,917 | 2.23% | 19q | -2.9%-$107.5K |
| Equita Financial Network, Inc. | $3.6M | 42,427 | 1.00% | 12q | +7.6%+$254.4K |
| FMR LLC | $3.6M | 42,393 | 0.00% | 15q | -2.2%-$79.3K |
| Decker Retirement Planning Inc. | $3.3M | 39,438 | 1.14% | 7q | +15.1%+$438.3K |
| ALBION FINANCIAL GROUP /UT | $3.3M | 38,662 | 0.19% | 13q | HELD |
| Beacon Pointe Advisors, LLC | $3.2M | 37,593 | 0.01% | 4q | +24.1%+$617.2K |
| Merit Financial Group, LLC | $3.1M | 36,428 | 0.01% | 2q | +120.8%+$1.7M |
| OSAIC HOLDINGS, INC. | $3.0M | 35,677 | 0.00% | 23q | +20.8%+$518.8K |
| Robertson Stephens Wealth Management, LLC | $3.0M | 35,593 | 0.07% | 5q | +7.4%+$207.7K |
| Atwater Malick LLC | $2.9M | 34,843 | 0.64% | 13q | +4.9%+$138.7K |
| Fiera Capital Corp | $2.9M | 34,315 | 0.01% | 15q | HELD |
| Westfuller Advisors, LLC | $2.7M | 32,125 | 0.99% | 8q | -0.8%-$21.5K |
| ASSETMARK, INC | $2.6M | 30,952 | 0.00% | 17q | +5.3%+$131.6K |
| NorthRock Partners, LLC | $2.6M | 30,831 | 0.04% | 4q | HELD |
| One Wealth Advisors, LLC | $2.6M | 30,151 | 0.28% | 15q | +2.5%+$63.0K |
| JANE STREET GROUP, LLC | $2.5M | 30,117 | 0.00% | 7q | +49.7%+$846.3K |
| Avise Financial Cooperative, Inc. | $2.4M | 28,211 | 1.69% | 3q | +319.1%+$1.8M |
| Pathstone Holdings, LLC | $2.4M | 28,054 | 0.01% | 11q | +7.3%+$161.9K |
| Integrated Wealth Concepts LLC | $2.3M | 27,735 | 0.01% | 21q | +9.3%+$199.9K |
| WELLS FARGO & COMPANY/MN | $2.3M | 26,965 | 0.00% | 18q | -43.5%-$1.8M |
| Arjuna Capital | $2.1M | 24,261 | 0.46% | 5q | -21.9%-$576.7K |
| OneDigital Investment Advisors LLC | $2.0M | 23,466 | 0.02% | 15q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9M | 22,995 | 0.00% | 19q | +4.0%+$74.1K |
| BANK OF AMERICA CORP /DE/ | $1.9M | 22,622 | 0.00% | 22q | +2.9%+$54.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 22,170 | 0.00% | 21q | +4.4%+$79.8K |
| GeoWealth Management, LLC | $1.9M | 22,064 | 0.06% | 2q | +21.0%+$323.3K |
| BROWN ADVISORY INC | $1.9M | 22,045 | 0.00% | 2q | +451.1%+$1.5M |
| EP Wealth Advisors, LLC | $1.8M | 21,859 | 0.01% | new | NEW |
| Archer Investment Management, LLC | $1.8M | 21,610 | 0.62% | 2q | -8.1%-$162.1K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $1.7M | 20,670 | 0.28% | 15q | HELD |
| Sanctuary Advisors, LLC | $1.7M | 20,201 | 0.01% | 9q | +9.1%+$142.5K |
| WARNER FINANCIAL, INC | $1.7M | 20,031 | 0.50% | 9q | +7.8%+$122.5K |
| Shotwell Rutter Baer Inc | $1.7M | 19,640 | 0.91% | 9q | HELD |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $1.6M | 19,083 | 0.16% | new | NEW |
| Creative Planning | $1.6M | 18,934 | 0.00% | 11q | +13.9%+$195.1K |
| FIGURE 8 INVESTMENT STRATEGIES LLC | $1.6M | 18,840 | 1.35% | 5q | +11.4%+$163.3K |
| First Pacific Financial | $1.6M | 18,821 | 0.19% | 8q | -2.4%-$39.8K |
| Fairlight Advisors | $1.5M | 18,024 | 1.24% | new | FIRST |
| Plancorp, LLC | $1.5M | 18,058 | 0.04% | 15q | -0.6%-$8.8K |
| GOLDMAN SACHS GROUP INC | $1.5M | 17,666 | 0.00% | 2q | -68.2%-$3.2M |
| Revolve Wealth Partners, LLC | $1.5M | 17,654 | 0.15% | 11q | -2.7%-$40.9K |
| Perigon Wealth Management, LLC | $1.4M | 16,963 | 0.02% | 13q | +12.5%+$160.0K |
| Cornerstone Financial Management LLC | $1.4M | 16,897 | 1.15% | 3q | +6.0%+$81.2K |
| Urban Financial Advisory Corp | $1.4M | 16,435 | 0.38% | 5q | +55.0%+$493.1K |
| Farther Finance Advisors, LLC | $1.4M | 16,251 | 0.01% | 15q | +15.9%+$188.7K |
| Horst & Graben Wealth Management LLC | $1.3M | 16,108 | 0.18% | 2q | +2.0%+$26.8K |
| Lido Advisors, LLC | $1.3M | 15,477 | 0.00% | 2q | -3.7%-$50.3K |
| Stratos Wealth Partners, LTD. | $1.3M | 15,382 | 0.01% | 14q | +12.6%+$145.5K |
| Equitable Holdings, Inc. | $1.3M | 15,002 | 0.01% | 2q | +1.4%+$17.8K |
| Bank of New York Mellon Corp | $1.2M | 14,664 | 0.00% | 2q | -3.2%-$40.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.2M | 14,332 | 0.01% | 2q | -9.7%-$130.2K |
| NewEdge Advisors, LLC | $1.2M | 14,206 | 0.00% | 6q | +35.4%+$314.4K |
| FRANKLIN RESOURCES INC | $1.2M | 13,941 | 0.00% | 10q | HELD |
| Sharkey, Howes & Javer | $1.2M | 13,906 | 0.14% | 2q | -4.8%-$59.6K |
| VERITY Wealth Advisors | $1.1M | 13,428 | 0.69% | 17q | +0.7%+$7.8K |
| SUMMIT WEALTH GROUP LLC / CO | $1.1M | 13,390 | 0.09% | 3q | -0.6%-$6.5K |
| Ally Invest Advisors Inc. | $1.1M | 13,373 | 0.07% | 15q | +6.9%+$73.0K |
| LAZARD ASSET MANAGEMENT LLC | $1.1M | 13,209 | 0.00% | 12q | HELD |
| Moors & Cabot, Inc. | $1.1M | 13,026 | 0.04% | 14q | +1.5%+$16.0K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 12,993 | 0.00% | 7q | +1.0%+$11.2K |
| Orion Porfolio Solutions, LLC | $1.1M | 12,946 | 0.01% | 2q | +11.1%+$109.8K |
| Steward Partners Investment Advisory, LLC | $1.1M | 12,650 | 0.01% | 23q | +9.3%+$90.9K |
| DIVERSIFIED TRUST CO | $1.0M | 12,276 | 0.02% | 19q | HELD |
| SigFig Wealth Management, LLC | $996.1K | 11,868 | 0.03% | 21q | +0.7%+$7.4K |
| Davis Wealth Advisors, LLC | $958.9K | 11,334 | 0.74% | 2q | +18.3%+$148.2K |
| Private Advisor Group, LLC | $926.5K | 10,952 | 0.00% | 8q | +71.4%+$385.9K |
| Magnus Financial Group LLC | $901.2K | 10,652 | 0.06% | 10q | +1.2%+$10.8K |
| MGO ONE SEVEN LLC | $845.5K | 9,994 | 0.01% | 2q | -0.5%-$4.3K |
| Vise Technologies, Inc. | $819.1K | 9,682 | 0.01% | new | NEW |
| MORGAN STANLEY | $805.1K | 9,516 | 0.00% | 19q | +4.7%+$36.3K |
| MAI Capital Management | $804.8K | 9,513 | 0.00% | 7q | +18.6%+$126.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-04 | 13G/A | Northwest & Ethical Investments L.P. | 15.8% |
| 2026-08-04 | 13G/A | Northwest & Ethical Investments L.P. | 7.9% |
| 2026-08-04 | 13G/A | Northwest & Ethical Investments L.P. | 0.0% |
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 5.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 255 | $950.2M | 11,237,242 | 32 | 112 | 54 | 0.0% |
| Q1 2026 | 236 | $579.5M | 7,676,940 | 57 | 84 | 30 | 0.0% |
| Q4 2025 | 186 | $391.7M | 5,211,364 | 14 | 75 | 47 | 0.0% |
| Q3 2025 | 177 | $380.9M | 5,033,121 | 16 | 42 | 61 | 0.0% |
| Q2 2025 | 208 | $549.4M | 7,383,438 | 30 | 54 | 86 | 0.0% |
| Q1 2025 | 195 | $498.4M | 7,398,543 | 18 | 48 | 94 | 0.0% |
| Q4 2024 | 206 | $576.9M | 8,893,481 | 21 | 117 | 27 | 0.0% |
| Q3 2024 | 191 | $568.4M | 7,897,662 | 28 | 94 | 27 | 0.0% |
| Q2 2024 | 167 | $482.0M | 7,144,843 | 12 | 80 | 28 | 0.0% |
| Q1 2024 | 168 | $456.5M | 6,715,400 | 20 | 76 | 35 | 0.0% |
| Q4 2023 | 170 | $416.3M | 6,491,660 | 19 | 64 | 50 | 0.0% |
| Q3 2023 | 147 | $315.3M | 5,491,886 | 9 | 72 | 36 | 0.0% |
| Q2 2023 | 142 | $322.9M | 5,301,897 | 12 | 58 | 35 | 0.0% |
| Q1 2023 | 133 | $295.0M | 4,950,529 | 16 | 35 | 54 | 0.0% |
| Q4 2022 | 123 | $272.2M | 5,006,808 | 27 | 46 | 26 | 0.0% |
| Q3 2022 | 112 | $247.9M | 5,336,395 | 13 | 58 | 19 | 0.0% |
| Q2 2022 | 115 | $272.8M | 5,227,375 | 21 | 47 | 36 | 0.0% |
| Q1 2022 | 105 | $315.6M | 5,179,589 | 13 | 63 | 16 | 0.0% |
| Q4 2021 | 110 | $257.2M | 3,740,215 | 15 | 57 | 7 | 0.0% |
| Q3 2021 | 84 | $186.8M | 2,754,780 | 12 | 54 | 6 | 0.0% |
| Q2 2021 | 79 | $141.8M | 2,126,718 | 34 | 32 | 4 | 0.0% |
| Q1 2021 | 50 | $107.8M | 1,659,272 | 20 | 24 | 0 | 0.0% |
| Q4 2020 | 33 | $60.9M | 963,203 | 29 | 1 | 1 | 0.0% |
| Q3 2020 | 4 | $22.9M | 407,367 | 1 | 1 | 1 | 0.0% |
| Q2 2020 | 3 | $12.7M | 236,007 | 2 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $2.5M | 36,216 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $2.5M | 36,216 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $2.5M | 36,216 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $2.5M | 36,216 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $2.5M | 36,216 | 1 | 0 | 0 | 0.0% |