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Funds Holding USXF

On this page, we present all of the funds holding USXF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USXF, with a link to that fund's top holdings. The next columns indicate the amount of USXF stock held by each of the funds holding USXF, followed by the USXF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 188 funds holding USXF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding USXF), click the fund name in the "Holder" column of the funds-holding-USXF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.4,458,352$177,532 12/31/2023
     USXF4,458,352$177,532 12/31/2023
BlackRock Inc.2,995,048$119,263 12/31/2023
     USXF2,995,048$119,263 12/31/2023
Envestnet Portfolio Solutions Inc.1,414,921$56,342 12/31/2023
     USXF1,414,921$56,342 12/31/2023
Adviser Investments LLC560,557$22,321 12/31/2023
     USXF560,557$22,321 12/31/2023
SigFig Wealth Management LLC507,400$20,205 12/31/2023
     USXF507,400$20,205 12/31/2023
Park Avenue Securities LLC390,944$17,651 03/31/2024
     USXF390,944$17,651 03/31/2024
JPMorgan Chase & Co.406,470$16,186 12/31/2023
     USXF406,470$16,186 12/31/2023
Advisor Group Holdings Inc.404,798$16,120 12/31/2023
     USXF404,798$16,120 12/31/2023
LPL Financial LLC396,525$15,790 12/31/2023
     USXF396,525$15,790 12/31/2023
Mackenzie Financial Corp340,150$13,545 12/31/2023
     USXF340,150$13,545 12/31/2023
Allworth Financial LP288,907$13,044 03/31/2024
     USXF288,907$13,044 03/31/2024
MML Investors Services LLC283,298$11,281 12/31/2023
     USXF283,298$11,281 12/31/2023
Financial Connections Group Inc.179,313$7,140 12/31/2023
     USXF179,313$7,140 12/31/2023
Invera Wealth Advisors LLC166,852$7,044 03/31/2024
     USXF166,852$7,044 03/31/2024
Spinnaker Trust168,911$6,726 12/31/2023
     USXF168,911$6,726 12/31/2023
Cetera Investment Advisers153,327$6,105 12/31/2023
     USXF153,327$6,105 12/31/2023
Thrivent Financial for Lutherans138,466$5,514 12/31/2023
     USXF138,466$5,514 12/31/2023
One Wealth Advisors LLC116,743$5,271 03/31/2024
     USXF116,743$5,271 03/31/2024
Atria Wealth Solutions Inc.121,611$4,843 12/31/2023
     USXF121,611$4,843 12/31/2023
Royal Bank of Canada120,488$4,799 12/31/2023
     USXF120,488$4,799 12/31/2023
Walkner Condon Financial Advisors LLC104,300$4,709 03/31/2024
     USXF104,300$4,709 03/31/2024
Goldman Sachs Group Inc.104,336$4,155 12/31/2023
     USXF104,336$4,155 12/31/2023
Optas LLC79,580$3,593 03/31/2024
     USXF79,580$3,593 03/31/2024
GenWealth Group Inc.68,433$3,090 03/31/2024
     USXF68,433$3,090 03/31/2024
Horst & Graben Wealth Management LLC67,685$3,056 03/31/2024
     USXF67,685$3,056 03/31/2024
United Capital Financial Advisers LLC72,281$2,878 12/31/2023
     USXF72,281$2,878 12/31/2023
Regatta Capital Group LLC63,317$2,859 03/31/2024
     USXF63,317$2,859 03/31/2024
Assetmark Inc.69,395$2,763 12/31/2023
     USXF69,395$2,763 12/31/2023
Crestone Asset Management LLC60,109$2,714 03/31/2024
     USXF60,109$2,714 03/31/2024
Sharkey Howes & Javer58,250$2,630 03/31/2024
     USXF58,250$2,630 03/31/2024
Accredited Investors Inc.65,670$2,615 12/31/2023
     USXF65,670$2,615 12/31/2023
Fiera Capital Corp62,425$2,486 12/31/2023
     USXF62,425$2,486 12/31/2023
Commonwealth Equity Services LLC59,087$2,353 12/31/2023
     USXF59,087$2,353 12/31/2023
Janney Montgomery Scott LLC58,854$2,344 12/31/2023
     USXF58,854$2,344 12/31/2023
Equitable Holdings Inc.55,763$2,220 12/31/2023
     USXF55,763$2,220 12/31/2023
Morningstar Investment Services LLC54,391$2,170 12/31/2023
     USXF54,391$2,170 12/31/2023
Cambridge Investment Research Advisors Inc.47,128$2,128 03/31/2024
     USXF47,128$2,128 03/31/2024
Atwater Malick LLC46,721$2,109 03/31/2024
     USXF46,721$2,109 03/31/2024
Integrated Wealth Concepts LLC52,461$2,089 12/31/2023
     USXF52,461$2,089 12/31/2023
Balanced Rock Investment Advisor52,009$2,071 12/31/2023
     USXF52,009$2,071 12/31/2023
Cetera Advisor Networks LLC48,117$1,916 12/31/2023
     USXF48,117$1,916 12/31/2023
Steward Partners Investment Advisory LLC47,777$1,902 12/31/2023
     USXF47,777$1,902 12/31/2023
Bank of America Corp DE47,190$1,879 12/31/2023
     USXF47,190$1,879 12/31/2023
Cerity Partners LLC44,799$1,784 12/31/2023
     USXF44,799$1,784 12/31/2023
Wealthsource Partners LLC44,703$1,780 12/31/2023
     USXF44,703$1,780 12/31/2023
Prudential Financial Inc.42,517$1,693 12/31/2023
     USXF42,517$1,693 12/31/2023
Bank of New York Mellon Corp35,808$1,617 03/31/2024
     USXF35,808$1,617 03/31/2024
Aptus Capital Advisors LLC40,059$1,595 12/31/2023
     USXF40,059$1,595 12/31/2023
Opes Wealth Management LLC39,469$1,572 12/31/2023
     USXF39,469$1,572 12/31/2023
Morgan Stanley38,700$1,541 12/31/2023
     USXF38,700$1,541 12/31/2023
Ally Invest Advisors Inc.38,162$1,520 12/31/2023
     USXF38,162$1,520 12/31/2023
Stratos Wealth Partners LTD.32,883$1,485 03/31/2024
     USXF32,883$1,485 03/31/2024
Gould Asset Management LLC CA33,125$1,319 12/31/2023
     USXF33,125$1,319 12/31/2023
Skyline Advisors Inc.29,090$1,313 03/31/2024
     USXF29,090$1,313 03/31/2024
Halbert Hargrove Global Advisors LLC28,872$1,304 03/31/2024
     USXF28,872$1,304 03/31/2024
Dfpg Investments LLC30,971$1,203 12/31/2023
     USXF30,971$1,203 12/31/2023
Austin Private Wealth LLC26,878$1,198 03/31/2024
     USXF26,878$1,198 03/31/2024
Kestra Advisory Services LLC29,921$1,191 12/31/2023
     USXF29,921$1,191 12/31/2023
VERITY Wealth Advisors26,031$1,175 03/31/2024
     USXF26,031$1,175 03/31/2024
Hart & Patterson Financial Group LLC25,427$1,148 03/31/2024
     USXF25,427$1,148 03/31/2024
RKL Wealth Management LLC28,664$1,141 12/31/2023
     USXF28,664$1,141 12/31/2023
Wells Fargo & Company MN28,574$1,138 12/31/2023
     USXF28,574$1,138 12/31/2023
Equita Financial Network Inc.27,649$1,101 12/31/2023
     USXF27,649$1,101 12/31/2023
TD Waterhouse Canada Inc.28,405$1,101 12/31/2023
     USXF28,405$1,101 12/31/2023
First Horizon Advisors Inc.24,140$1,090 03/31/2024
     USXF24,140$1,090 03/31/2024
Sandbox Financial Partners LLC24,105$1,088 03/31/2024
     USXF24,105$1,088 03/31/2024
International Assets Investment Management LLC23,795$1,070 03/31/2024
     USXF23,795$1,070 03/31/2024
Diversified Trust Co23,311$1,052 03/31/2024
     USXF23,311$1,052 03/31/2024
We Are One Seven LLC24,803$988 12/31/2023
     USXF24,803$988 12/31/2023
Tcwp LLC24,803$988 12/31/2023
     USXF24,803$988 12/31/2023
Cetera Advisors LLC24,287$967 12/31/2023
     USXF24,287$967 12/31/2023
MA Private Wealth23,399$932 12/31/2023
     USXF23,399$932 12/31/2023
Avantax Advisory Services Inc.23,390$931 12/31/2023
     USXF23,390$931 12/31/2023
Wealth Alliance23,101$920 12/31/2023
     USXF23,101$920 12/31/2023
Clarius Group LLC20,343$918 03/31/2024
     USXF20,343$918 03/31/2024
Snowden Capital Advisors LLC21,620$861 12/31/2023
     USXF21,620$861 12/31/2023
F M Investments LLC18,917$854 03/31/2024
     USXF18,917$854 03/31/2024
FMR LLC21,197$844 12/31/2023
     USXF21,197$844 12/31/2023
AE Wealth Management LLC20,182$833 12/31/2023
     USXF20,182$833 12/31/2023
Congress Wealth Management LLC DE 18,302$826 03/31/2024
     USXF18,302$826 03/31/2024
Regal Investment Advisors LLC19,999$796 12/31/2023
     USXF19,999$796 12/31/2023
Mount Yale Investment Advisors LLC19,136$762 12/31/2023
     USXF19,136$762 12/31/2023
Pensionmark Financial Group LLC18,890$752 12/31/2023
     USXF18,890$752 12/31/2023
Van Hulzen Asset Management LLC18,543$738 12/31/2023
     USXF18,543$738 12/31/2023
Strategic Blueprint LLC15,756$711 03/31/2024
     USXF15,756$711 03/31/2024
Crew Capital Management Ltd.17,600$701 12/31/2023
     USXF17,600$701 12/31/2023
CWM LLC15,098$682 03/31/2024
     USXF15,098$682 03/31/2024
JMG Financial Group Ltd.16,957$675 12/31/2023
     USXF16,957$675 12/31/2023
Wrapmanager Inc.16,598$661 12/31/2023
     USXF16,598$661 12/31/2023
Patriot Financial Group Insurance Agency LLC16,586$660 12/31/2023
     USXF16,586$660 12/31/2023
Townsquare Capital LLC16,191$645 12/31/2023
     USXF16,191$645 12/31/2023
One Wealth Management Investment & Advisory Services LLC16,191$645 12/31/2023
     USXF16,191$645 12/31/2023
Orion Portfolio Solutions LLC16,159$641 12/31/2023
     USXF16,159$641 12/31/2023
Stratos Wealth Advisors LLC14,156$639 03/31/2024
     USXF14,156$639 03/31/2024
Financial Advisors LLC16,042$639 12/31/2023
     USXF16,042$639 12/31/2023
Keystone Financial Services15,901$633 12/31/2023
     USXF15,901$633 12/31/2023
Farther Finance Advisors LLC15,865$632 12/31/2023
     USXF15,865$632 12/31/2023
Aurum Wealth Management Group LLC13,863$626 03/31/2024
     USXF13,863$626 03/31/2024
Dohj LLC13,044$589 03/31/2024
     USXF13,044$589 03/31/2024
Creative Planning14,273$568 12/31/2023
     USXF14,273$568 12/31/2023
Wealth Enhancement Advisory Services LLC12,361$558 03/31/2024
     USXF12,361$558 03/31/2024
Aufman Associates Inc13,550$540 12/31/2023
     USXF13,550$540 12/31/2023
Raymond James Financial Services Advisors Inc.11,853$535 03/31/2024
     USXF11,853$535 03/31/2024
Northwestern Mutual Wealth Management Co.13,355$532 12/31/2023
     USXF13,355$532 12/31/2023
Stifel Financial Corp12,517$498 12/31/2023
     USXF12,517$498 12/31/2023
UMA Financial Services Inc.11,226$481 03/31/2024
     USXF11,226$481 03/31/2024
National Wealth Management Group LLC12,042$480 12/31/2023
     USXF12,042$480 12/31/2023
Ascent Group LLC11,185$477 12/31/2023
     USXF11,185$477 12/31/2023
Coldstream Capital Management Inc.11,910$474 12/31/2023
     USXF11,910$474 12/31/2023
West Wealth Group LLC11,802$470 12/31/2023
     USXF11,802$470 12/31/2023
Boston Private Wealth LLC11,712$466 12/31/2023
     USXF11,712$466 12/31/2023
Financial Counselors Inc.11,476$457 12/31/2023
     USXF11,476$457 12/31/2023
Perigon Wealth Management LLC11,328$451 12/31/2023
     USXF11,328$451 12/31/2023
National Asset Management Inc.10,998$438 12/31/2023
     USXF10,998$438 12/31/2023
Copperleaf Capital LLC10,913$435 12/31/2023
     USXF10,913$435 12/31/2023
CoreCap Advisors LLC10,765$429 12/31/2023
     USXF10,765$429 12/31/2023
Maia Wealth LLC10,703$426 12/31/2023
     USXF10,703$426 12/31/2023
Venturi Wealth Management LLC9,396$424 03/31/2024
     USXF9,396$424 03/31/2024
Retirement Capital Strategies10,422$415 12/31/2023
     USXF10,422$415 12/31/2023
Buttonwood Financial Group LLC9,072$410 03/31/2024
     USXF9,072$410 03/31/2024
Ameriprise Financial Inc.9,872$393 12/31/2023
     USXF9,872$393 12/31/2023
Betterment LLC9,712$387 12/31/2023
     USXF9,712$387 12/31/2023
Apollon Wealth Management LLC9,484$378 12/31/2023
     USXF9,484$378 12/31/2023
Goodwin Investment Advisory9,482$378 12/31/2023
     USXF9,482$378 12/31/2023
Proequities Inc.9,072$361 12/31/2023
     USXF9,072$361 12/31/2023
UBS Group AG8,566$341 12/31/2023
     USXF8,566$341 12/31/2023
Mutual Advisors LLC8,473$337 12/31/2023
     USXF8,473$337 12/31/2023
WBH Advisory Inc.7,351$332 03/31/2024
     USXF7,351$332 03/31/2024
Lincoln National Corp8,144$324 12/31/2023
     USXF8,144$324 12/31/2023
Wade Financial Advisory Inc8,065$321 12/31/2023
     USXF8,065$321 12/31/2023
AGF Management Ltd.8,000$319 12/31/2023
     USXF8,000$319 12/31/2023
Monterey Private Wealth Inc.6,780$306 03/31/2024
     USXF6,780$306 03/31/2024
Tempus Wealth Planning LLC6,671$301 03/31/2024
     USXF6,671$301 03/31/2024
Bank of Montreal Can7,414$296 12/31/2023
     USXF7,414$296 12/31/2023
Alesco Advisors LLC7,350$293 12/31/2023
     USXF7,350$293 12/31/2023
Spectrum Planning & Advisory Services Inc.7,251$289 12/31/2023
     USXF7,251$289 12/31/2023
Raymond James & Associates6,142$277 03/31/2024
     USXF6,142$277 03/31/2024
Spire Wealth Management6,092$275 03/31/2024
     USXF6,092$275 03/31/2024
Tortoise Investment Management LLC6,820$272 12/31/2023
     USXF6,820$272 12/31/2023
Harbour Investments Inc.6,722$268 12/31/2023
     USXF6,722$268 12/31/2023
Susquehanna International Group LLP6,316$252 12/31/2023
     USXF6,316$252 12/31/2023
Beacon Financial Group6,272$250 12/31/2023
     USXF6,272$250 12/31/2023
Baker Tilly Financial LLC6,266$250 12/31/2023
     USXF6,266$250 12/31/2023
MAI Capital Management6,230$248 12/31/2023
     USXF6,230$248 12/31/2023
Valmark Advisers Inc.6,239$248 12/31/2023
     USXF6,239$248 12/31/2023
Keel Point LLC5,466$247 03/31/2024
     USXF5,466$247 03/31/2024
Advisory Services Network LLC6,207$247 12/31/2023
     USXF6,207$247 12/31/2023
Magnus Financial Group LLC6,212$247 12/31/2023
     USXF6,212$247 12/31/2023
Goldstein Advisors LLC6,073$242 12/31/2023
     USXF6,073$242 12/31/2023
Claro Advisors LLC5,151$233 03/31/2024
     USXF5,151$233 03/31/2024
Pallas Capital Advisors LLC4,940$223 03/31/2024
     USXF4,940$223 03/31/2024
Wedbush Securities Inc.5,586$222 12/31/2023
     USXF5,586$222 12/31/2023
Sugarloaf Wealth Management LLC4,852$219 03/31/2024
     USXF4,852$219 03/31/2024
Private Advisor Group LLC5,418$216 12/31/2023
     USXF5,418$216 12/31/2023
Hoxton Planning & Management LLC4,724$213 03/31/2024
     USXF4,724$213 03/31/2024
Mercer Global Advisors Inc. ADV5,228$208 12/31/2023
     USXF5,228$208 12/31/2023
Kestra Private Wealth Services LLC5,224$208 12/31/2023
     USXF5,224$208 12/31/2023
U.S. Capital Wealth Advisors LLC5,136$205 12/31/2023
     USXF5,136$205 12/31/2023
Gateway Wealth Partners LLC5,150$205 12/31/2023
     USXF5,150$205 12/31/2023
Creative Financial Designs Inc. ADV4,500$179 12/31/2023
     USXF4,500$179 12/31/2023
Capital Analysts LLC3,907$156 12/31/2023
     USXF3,907$156 12/31/2023
Comerica Bank3,686$147 12/31/2023
     USXF3,686$147 12/31/2023
JFS Wealth Advisors LLC3,590$143 12/31/2023
     USXF3,590$143 12/31/2023
Principal Securities Inc.2,922$116 12/31/2023
     USXF2,922$116 12/31/2023
AdvisorNet Financial Inc1,912$86 03/31/2024
     USXF1,912$86 03/31/2024
EverSource Wealth Advisors LLC2,117$84 12/31/2023
     USXF2,117$84 12/31/2023
Milestone Investment Advisors LLC1,938$77 12/31/2023
     USXF1,938$77 12/31/2023
Oliver Lagore Vanvalin Investment Group1,751$70 12/31/2023
     USXF1,751$70 12/31/2023
FinTrust Capital Advisors LLC1,693$67 12/31/2023
     USXF1,693$67 12/31/2023
The PNC Financial Services Group Inc.1,451$58 12/31/2023
     USXF1,451$58 12/31/2023
WealthShield Partners LLC1,391$55 12/31/2023
     USXF1,391$55 12/31/2023
ORG Partners LLC1,152$46 12/31/2023
     USXF1,152$46 12/31/2023
GPS Wealth Strategies Group LLC1,113$44 12/31/2023
     USXF1,113$44 12/31/2023
Hanson & Doremus Investment Management960$43 03/31/2024
     USXF960$43 03/31/2024
NBC Securities Inc.780$35 03/31/2024
     USXF780$35 03/31/2024
CVA Family Office LLC526$24 03/31/2024
     USXF526$24 03/31/2024
Archer Investment Corp570$23 12/31/2023
     USXF570$23 12/31/2023
Aspire Private Capital LLC378$17 03/31/2024
     USXF378$17 03/31/2024
Morton Brown Family Wealth LLC284$13 03/31/2024
     USXF284$13 03/31/2024
Arjuna Capital301$12 12/31/2023
     USXF301$12 12/31/2023
Koesten Hirschmann & Crabtree INC.238$9 12/31/2023
     USXF238$9 12/31/2023
LGT Financial Advisors LLC224$9 12/31/2023
     USXF224$9 12/31/2023
PSI Advisors LLC184$8 03/31/2024
     USXF184$8 03/31/2024
NBT Bank N A NY162$7 03/31/2024
     USXF162$7 03/31/2024
First Manhattan Co.150$6 12/31/2023
     USXF150$6 12/31/2023
Barrett & Company Inc.110$5 03/31/2024
     USXF110$5 03/31/2024
Mather Group LLC.70$3 03/31/2024
     USXF70$3 03/31/2024
Signature Resources Capital Management LLC53$2 03/31/2024
     USXF53$2 03/31/2024
Qube Research & Technologies Ltd20$1 12/31/2023
     USXF20$1 12/31/2023

See Summary: Institutional Holders of USXF
See Details: Top 10 Hedge Funds Holding USXF
Also See: USXF Holdings Changes

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