Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on USXF is one-sided between 2026-Q1 and 2026-Q2: 93 added or opened and 18 trimmed or exited — on balance accumulating.
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 292 tracked filers holding USXF, 151 increased or opened the position and 134 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 2026-Q1 and 2026-Q2 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 10
- TOMPKINS FINANCIAL CORP$6M
- ZENITH SOLUTIONS, INC.$6M
- NewEdge Advisors, LLC$4M
- EP Wealth Advisors, LLC$3M
- Vise Technologies, Inc.$2M
- Baird Financial Group, Inc.$2M
Full exits 12
- PARK AVENUE SECURITIES LLC$17M
- Financial Connections Group, Inc.$13M
- Janney Montgomery Scott LLC$5M
- Thrivent Financial for Lutherans$4M
- Cambridge Investment Research Advisors, Inc.$3M
- Opes Wealth Management LLC$2M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$36M
- BlackRock, Inc.$19M
- LPL Financial LLC$16M
- SEI INVESTMENTS CO$12M
- JPMORGAN CHASE & CO$9M
- Envestnet Portfolio Solutions, Inc.$6M
Largest trims
- Optas, LLC$1M
- Clearstead Advisors, LLC$838K
- EverSource Wealth Advisors, LLC$830K
- Archer Investment Management, LLC$746K
- Gateway Wealth Partners, LLC$291K
- Patriot Financial Group Insurance Agency, LLC$253K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,736,939 | $190M | 19.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 2,153,160 | $150M | 15.6% | 2026-Q2 |
| LPL Financial LLC added | 999,571 | $69M | 7.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 862,590 | $60M | 6.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 531,659 | $36M | 3.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 504,269 | $35M | 3.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 337,552 | $23M | 2.5% | 2026-Q2 |
| Allworth Financial LP trimmed | 289,925 | $20M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 245,165 | $17M | 1.8% | 2026-Q2 |
| Apella Capital, LLC trimmed | 227,544 | $15M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 198,105 | $14M | 1.4% | 2026-Q2 |
| SPINNAKER TRUST trimmed | 155,820 | $11M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 150,992 | $10M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 143,096 | $10M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 140,492 | $10M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 138,023 | $10M | 1.0% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 127,807 | $9M | 0.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 108,894 | $8M | 0.8% | 2026-Q2 |
| Pathstone Holdings, LLC added | 107,355 | $7M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 106,340 | $7M | 0.8% | 2026-Q2 |
| Cerity Partners LLC trimmed | 103,607 | $7M | 0.8% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 102,543 | $7M | 0.7% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 99,061 | $7M | 0.7% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC trimmed | 97,385 | $7M | 0.7% | 2026-Q2 |
| TOMPKINS FINANCIAL CORP new | 88,052 | $6M | 0.6% | 2026-Q2 |
| SOFI WEALTH, LLC added | 87,855 | $6M | 0.6% | 2026-Q2 |
| ZENITH SOLUTIONS, INC. new | 81,647 | $6M | 0.6% | 2026-Q2 |
| ASSETMARK, INC added | 80,732 | $6M | 0.6% | 2026-Q2 |
| Highland Financial Advisors, LLC added | 77,452 | $5M | 0.6% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. | 77,300 | $5M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 76,314 | $5M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 72,102 | $5M | 0.5% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 71,552 | $5M | 0.5% | 2026-Q2 |
| Accredited Investors Inc. added | 71,097 | $5M | 0.5% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 69,001 | $5M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 68,613 | $5M | 0.5% | 2026-Q2 |
| Atwater Malick LLC | 68,225 | $5M | 0.5% | 2026-Q2 |
| Avise Financial Cooperative, Inc. trimmed | 66,279 | $5M | 0.5% | 2026-Q2 |
| GenWealth Group, Inc. trimmed | 61,136 | $4M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 60,517 | $4M | 0.4% | 2026-Q2 |
| GeoWealth Management, LLC added | 60,270 | $4M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 59,297 | $4M | 0.4% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 57,487 | $4M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 55,471 | $4M | 0.4% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 52,573 | $4M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 51,326 | $4M | 0.4% | 2026-Q2 |
| Invera Wealth Advisors, LLC added | 48,246 | $3M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 47,338 | $3M | 0.3% | 2026-Q2 |
| CGC Financial Services, LLC trimmed | 45,053 | $3M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 45,022 | $3M | 0.3% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ trimmed | 42,360 | $3M | 0.3% | 2026-Q2 |
| Horst & Graben Wealth Management LLC trimmed | 41,174 | $3M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 41,028 | $3M | 0.3% | 2026-Q2 |
| Equita Financial Network, Inc. trimmed | 40,479 | $3M | 0.3% | 2026-Q2 |
| &PARTNERS added | 39,388 | $3M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 38,504 | $3M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 38,474 | $3M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 38,347 | $3M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 38,337 | $3M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 38,334 | $3M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 38,192 | $3M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 37,591 | $3M | 0.3% | 2026-Q2 |
| Values Added Financial LLC added | 37,216 | $3M | 0.3% | 2026-Q2 |
| AMARA FINANCIAL, LLC. added | 36,954 | $3M | 0.3% | 2026-Q2 |
| Skyline Advisors, Inc. trimmed | 36,174 | $3M | 0.3% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 35,645 | $2M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 35,143 | $2M | 0.3% | 2026-Q2 |
| Haverford Trust Co added | 34,489 | $2M | 0.3% | 2026-Q2 |
| Davis Wealth Advisors, LLC added | 33,782 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 33,003 | $2M | 0.2% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 30,281 | $2M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 28,405 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 28,108 | $2M | 0.2% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 28,043 | $2M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 27,933 | $2M | 0.2% | 2026-Q2 |
| GC Wealth Management RIA, LLC trimmed | 26,841 | $2M | 0.2% | 2026-Q2 |
| VERITY Wealth Advisors added | 26,467 | $2M | 0.2% | 2026-Q2 |
| Optas, LLC trimmed | 26,375 | $2M | 0.2% | 2026-Q2 |
| Creative Planning added | 25,210 | $2M | 0.2% | 2026-Q2 |
| Magnus Financial Group LLC trimmed | 24,666 | $2M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 24,294 | $2M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 23,779 | $2M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. new | 23,730 | $2M | 0.2% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 22,714 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 21,455 | $1M | 0.2% | 2026-Q2 |
| National Wealth Management Group, LLC trimmed | 21,186 | $1M | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 20,975 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 20,504 | $1M | 0.1% | 2026-Q2 |
| Shotwell Rutter Baer Inc trimmed | 19,943 | $1M | 0.1% | 2026-Q2 |
| RKL Wealth Management LLC trimmed | 19,754 | $1M | 0.1% | 2026-Q2 |
| Aufman Associates Inc added | 18,217 | $1M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 18,150 | $1M | 0.1% | 2026-Q2 |
| MA Private Wealth trimmed | 17,594 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 16,049 | $1M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 15,977 | $1M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 15,918 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 15,777 | $1M | 0.1% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 15,666 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 14,905 | $1M | 0.1% | 2026-Q2 |
| Central Pacific Bank - Trust Division | 14,903 | $1M | 0.1% | 2026-Q2 |
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.