Who owns USXF (USXF)
Which tracked institutional funds hold USXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USXF company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
31 tracked funds added or opened USXF while 35 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
USXF’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes USXF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in USXF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 269 tracked filers holding USXF, 144 increased or opened the position and 115 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in USXF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Apella Capital, LLC$14M
- Clearstead Advisors, LLC$3M
- Navigation Group, LLC$578K
- Brookstone Capital Management$547K
Full exits 5
- NewEdge Advisors, LLC$3M
- Clarius Group, LLC$1M
- Austin Private Wealth, LLC$1M
- JANE STREET GROUP, LLC$578K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$504K
Largest adds
- Archer Investment Management, LLC$4M
- Beacon Pointe Advisors, LLC$3M
- Integrated Wealth Concepts LLC$2M
- LPL Financial LLC$2M
- Pathstone Holdings, LLC$2M
- Optas, LLC$1M
Largest trims
- SigFig Wealth Management, LLC$37M
- Federation des caisses Desjardins du Quebec$22M
- BlackRock, Inc.$3M
- ROYAL BANK OF CANADA$3M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- Invera Wealth Advisors, LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 2,786,661 | $154M | 18.9% | 2026-Q1 |
| BlackRock, Inc. added | 2,370,895 | $131M | 16.1% | 2026-Q1 |
| LPL Financial LLC added | 970,064 | $54M | 6.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 876,093 | $48M | 5.9% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 518,560 | $29M | 3.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 520,923 | $28M | 3.4% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 371,876 | $21M | 2.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 310,256 | $17M | 2.1% | 2026-Q1 |
| Allworth Financial LP added | 290,020 | $16M | 2.0% | 2026-Q1 |
| Apella Capital, LLC new | 229,221 | $14M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers added | 232,254 | $13M | 1.6% | 2026-Q1 |
| Financial Connections Group, Inc. trimmed | 227,786 | $13M | 1.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 165,104 | $9M | 1.1% | 2026-Q1 |
| SPINNAKER TRUST trimmed | 155,960 | $9M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 137,108 | $8M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 133,772 | $7M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 131,211 | $7M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 129,642 | $7M | 0.9% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 126,785 | $7M | 0.9% | 2026-Q1 |
| Cerity Partners LLC added | 106,085 | $6M | 0.7% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC added | 104,099 | $6M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 103,795 | $6M | 0.7% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 100,458 | $6M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 96,470 | $5M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 95,906 | $5M | 0.7% | 2026-Q1 |
| Pathstone Holdings, LLC added | 93,966 | $5M | 0.6% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 93,408 | $5M | 0.6% | 2026-Q1 |
| Archer Investment Management, LLC added | 85,845 | $5M | 0.6% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 81,964 | $4M | 0.5% | 2026-Q1 |
| ASSETMARK, INC added | 78,747 | $4M | 0.5% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 77,300 | $4M | 0.5% | 2026-Q1 |
| SOFI WEALTH, LLC added | 73,467 | $4M | 0.5% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 72,193 | $4M | 0.5% | 2026-Q1 |
| Avise Financial Cooperative, Inc. added | 71,447 | $4M | 0.5% | 2026-Q1 |
| Accredited Investors Inc. trimmed | 70,646 | $4M | 0.5% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 69,421 | $4M | 0.5% | 2026-Q1 |
| Atwater Malick LLC | 68,225 | $4M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 67,306 | $4M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 66,456 | $4M | 0.5% | 2026-Q1 |
| GenWealth Group, Inc. added | 64,975 | $4M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 62,838 | $3M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 59,405 | $3M | 0.4% | 2026-Q1 |
| Optas, LLC added | 58,260 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 57,618 | $3M | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC added | 55,706 | $3M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 53,617 | $3M | 0.4% | 2026-Q1 |
| CGC Financial Services, LLC trimmed | 53,270 | $3M | 0.4% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 51,564 | $3M | 0.3% | 2026-Q1 |
| GeoWealth Management, LLC added | 50,602 | $3M | 0.3% | 2026-Q1 |
| Horst & Graben Wealth Management LLC trimmed | 42,655 | $3M | 0.3% | 2026-Q1 |
| Highland Financial Advisors, LLC added | 48,204 | $3M | 0.3% | 2026-Q1 |
| Invera Wealth Advisors, LLC trimmed | 47,904 | $3M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC new | 45,746 | $3M | 0.3% | 2026-Q1 |
| Opes Wealth Management LLC | 45,274 | $2M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 44,836 | $2M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 41,165 | $2M | 0.3% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 42,555 | $2M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 41,168 | $2M | 0.3% | 2026-Q1 |
| Equita Financial Network, Inc. trimmed | 40,680 | $2M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 39,030 | $2M | 0.3% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 38,685 | $2M | 0.3% | 2026-Q1 |
| &PARTNERS added | 38,471 | $2M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 38,111 | $2M | 0.3% | 2026-Q1 |
| Skyline Advisors, Inc. added | 37,594 | $2M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 36,746 | $2M | 0.2% | 2026-Q1 |
| AMARA FINANCIAL, LLC. added | 35,691 | $2M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 35,689 | $2M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 35,668 | $2M | 0.2% | 2026-Q1 |
| Values Added Financial LLC added | 34,897 | $2M | 0.2% | 2026-Q1 |
| Haverford Trust Co added | 34,476 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 33,150 | $2M | 0.2% | 2026-Q1 |
| Davis Wealth Advisors, LLC added | 32,523 | $2M | 0.2% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 31,046 | $2M | 0.2% | 2026-Q1 |
| SigFig Wealth Management, LLC trimmed | 29,588 | $2M | 0.2% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 29,445 | $2M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 29,247 | $2M | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 28,405 | $2M | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 16,216 | $1M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 26,550 | $1M | 0.2% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 26,493 | $1M | 0.2% | 2026-Q1 |
| VERITY Wealth Advisors added | 26,236 | $1M | 0.2% | 2026-Q1 |
| CWM, LLC added | 25,813 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 23,918 | $1M | 0.2% | 2026-Q1 |
| Diversified Trust Co added | 22,714 | $1M | 0.2% | 2026-Q1 |
| RKL Wealth Management LLC added | 21,690 | $1M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 21,487 | $1M | 0.1% | 2026-Q1 |
| National Wealth Management Group, LLC added | 21,190 | $1M | 0.1% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 20,982 | $1M | 0.1% | 2026-Q1 |
| Shotwell Rutter Baer Inc added | 20,769 | $1M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC new | 107,055 | $6M | 0.8% | 2025-Q3 stale |
| Financial Advisors, LLC added | 59,527 | $3M | 0.4% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 47,035 | $3M | 0.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 38,715 | $2M | 0.3% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 47,352 | $2M | 0.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 35,077 | $2M | 0.2% | 2025-Q2 stale |
| Elios Financial Group Inc. trimmed | 29,980 | $2M | 0.2% | 2025-Q2 stale |
| Clarius Group, LLC added | 22,657 | $1M | 0.2% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 27,271 | $1M | 0.2% | 2025-Q1 stale |
| Austin Private Wealth, LLC trimmed | 20,470 | $1M | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC added | 21,275 | $1M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.