DMXF Institutional Ownership
iShares ESG Advanced MSCI EAFE ETF
1W: -0.3%
1M: -1.1%
3M: +0.1%
YTD: +12.2%
1Y: +15.4%
3Y: +63.7%
5Y: +38.1%
$85.30
+1.10 (+1.31%)
Weekly Expected Move ±2.0%
$82
$84
$85
$87
$89
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DMXF
284
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
963M
Total Invested
40
New Positions
124
Increased
78
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (293 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Northwest & Ethical Investments L.P. NEW | 3,409,570 | 291M | — | +0.0% | 1Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,116,943 | 95M | +10,219 | +0.9% | 23Q | SEC ↗ |
| 3 | IMA Advisory Services, Inc. | 822,257 | 70M | +85,622 | +11.6% | 7Q | SEC ↗ |
| 4 | BlackRock, Inc. | 774,640 | 66M | -66,341 | -7.9% | 8Q | SEC ↗ |
| 5 | LPL Financial LLC | 416,766 | 36M | +57,303 | +15.9% | 23Q | SEC ↗ |
| 6 | SEI INVESTMENTS CO | 389,776 | 33M | +15,798 | +4.2% | 10Q | SEC ↗ |
| 7 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 245,699 | 21M | +8,366 | +3.5% | 3Q | SEC ↗ |
| 8 | Envestnet Portfolio Solutions, Inc. | 214,571 | 18M | +2,322 | +1.1% | 2Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 211,765 | 18M | +1,081 | +0.5% | 16Q | SEC ↗ |
| 10 | Allworth Financial LP | 179,916 | 15M | +1,875 | +1.1% | 20Q | SEC ↗ |
| 11 | RWA WEALTH PARTNERS, LLC | 152,267 | 13M | +3,070 | +2.1% | 16Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 125,355 | 11M | -16,522 | -11.6% | 4Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 113,050 | 10M | +1,953 | +1.8% | 21Q | SEC ↗ |
| 14 | BAILARD, INC. | 108,027 | 9M | +3,848 | +3.7% | 5Q | SEC ↗ |
| 15 | Values Added Financial LLC | 107,954 | 9M | +1,430 | +1.3% | 13Q | SEC ↗ |
| 16 | PARK AVENUE SECURITIES LLC | 104,605 | 9M | -2,720 | -2.5% | 2Q | SEC ↗ |
| 17 | Accredited Investors Inc. | 101,689 | 9M | +17,060 | +20.2% | 23Q | SEC ↗ |
| 18 | Apella Capital, LLC | 75,662 | 6M | -61 | -0.1% | 2Q | SEC ↗ |
| 19 | Thrivent Financial for Lutherans | 75,425 | 6M | +46,931 | +164.7% | 23Q | SEC ↗ |
| 20 | Financial Connections Group, Inc. | 75,280 | 6M | -1,889 | -2.4% | 18Q | SEC ↗ |
| 21 | REGATTA CAPITAL GROUP, LLC | 70,362 | 6M | +13,169 | +23.0% | 10Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 69,211 | 6M | +13,377 | +24.0% | 23Q | SEC ↗ |
| 23 | HighTower Advisors, LLC | 68,588 | 6M | +5,025 | +7.9% | 21Q | SEC ↗ |
| 24 | Invera Wealth Advisors, LLC | 67,313 | 6M | +826 | +1.2% | 11Q | SEC ↗ |
| 25 | Balanced Rock Investment Advisors LLC | 62,987 | 5M | +656 | +1.1% | 11Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 59,385 | 5M | +10,892 | +22.5% | 23Q | SEC ↗ |
| 27 | SeedSafe Financial LLC | 56,700 | 5M | +6,044 | +11.9% | 3Q | SEC ↗ |
| 28 | CWM, LLC | 55,675 | 5M | +7,113 | +14.6% | 18Q | SEC ↗ |
| 29 | Modern Wealth Management, LLC | 54,843 | 5M | +7,776 | +16.5% | 6Q | SEC ↗ |
| 30 | UBS Group AG | 53,990 | 5M | -96 | -0.2% | 21Q | SEC ↗ |
| 31 | Walkner Condon Financial Advisors LLC | 48,437 | 4M | -602 | -1.2% | 19Q | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 43,715 | 4M | — | +0.0% | 19Q | SEC ↗ |
| 33 | SOFI WEALTH, LLC | 43,134 | 4M | +9,544 | +28.4% | 7Q | SEC ↗ |
| 34 | Atlantic Private Wealth, LLC | 42,917 | 4M | -1,271 | -2.9% | 19Q | SEC ↗ |
| 35 | Equita Financial Network, Inc. | 42,427 | 4M | +3,007 | +7.6% | 12Q | SEC ↗ |
| 36 | FMR LLC | 42,393 | 4M | -937 | -2.2% | 15Q | SEC ↗ |
| 37 | Decker Retirement Planning Inc. | 39,438 | 3M | +5,181 | +15.1% | 7Q | SEC ↗ |
| 38 | Janney Montgomery Scott LLC | 39,278 | 3M | +1,280 | +3.4% | 20Q | SEC ↗ |
| 39 | ALBION FINANCIAL GROUP /UT | 38,662 | 3M | +168 | +0.4% | 13Q | SEC ↗ |
| 40 | FLOW TRADERS U.S. LLC NEW | 38,309 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Beacon Pointe Advisors, LLC | 37,593 | 3M | +7,295 | +24.1% | 4Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 35,677 | 3M | +6,131 | +20.8% | 23Q | SEC ↗ |
| 43 | Robertson Stephens Wealth Management, | 35,593 | 3M | +2,455 | +7.4% | 5Q | SEC ↗ |
| 44 | Atwater Malick LLC | 34,843 | 3M | +1,640 | +4.9% | 13Q | SEC ↗ |
| 45 | Fiera Capital Corp | 34,315 | 3M | — | +0.0% | 15Q | SEC ↗ |
| 46 | Westfuller Advisors, LLC | 32,125 | 3M | -254 | -0.8% | 8Q | SEC ↗ |
| 47 | ASSETMARK, INC | 30,952 | 3M | +1,555 | +5.3% | 17Q | SEC ↗ |
| 48 | NorthRock Partners, LLC | 30,831 | 3M | +59 | +0.2% | 10Q | SEC ↗ |
| 49 | One Wealth Advisors, LLC | 30,151 | 3M | +745 | +2.5% | 15Q | SEC ↗ |
| 50 | JANE STREET GROUP, LLC | 30,117 | 3M | +10,004 | +49.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Northwest & Ethical Investments L.P | 3,409,570 | 291M |
| FLOW TRADERS U.S. LLC | 38,309 | 3M |
| EP Wealth Advisors, LLC | 21,859 | 2M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 19,083 | 2M |
| Fairlight Advisors | 18,024 | 2M |
| Vise Technologies, Inc. | 9,682 | 826K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 8,136 | 694K |
| Carnegie Investment Counsel | 4,867 | 415K |
| MISSION WEALTH MANAGEMENT, LP | 4,715 | 402K |
| ZENITH SOLUTIONS, INC. | 4,070 | 347K |
| KWB Wealth | 4,003 | 341K |
| CITIZENS FINANCIAL GROUP INC/RI | 3,904 | 333K |
| Lifelong Wealth Advisors, Inc. | 3,480 | 297K |
| Diversify Advisory Services, LLC | 3,311 | 282K |
| Hills Bank & Trust Co | 2,859 | 244K |
| Maia Wealth LLC | 2,767 | 236K |
| ENDEAVOR PRIVATE WEALTH, INC. | 2,729 | 233K |
| Snowden Capital Advisors LLC | 2,632 | 224K |
| M&T Bank Corp | 2,600 | 222K |
| Sterling Investment Counsel, LLC | 2,552 | 218K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 33,053 | 3M |
| XY Planning Network, Inc. | 24,815 | 2M |
| GTS SECURITIES LLC | 14,942 | 1M |
| Investor's Fiduciary Advisor Networ | 6,881 | 587K |
| Ameritas Advisory Services, LLC | 5,608 | 478K |
| Humankind Investments LLC | 4,298 | 367K |
| MCCARTER PRIVATE WEALTH SERVICES LL | 3,776 | 322K |
| Fortis Capital Advisors, LLC | 3,776 | 322K |
| Belpointe Asset Management LLC | 3,776 | 322K |
| Venturi Wealth Management, LLC | 3,049 | 260K |
| J. Mark Nickell & Co. | 2,775 | 237K |
| ZACKS INVESTMENT MANAGEMENT | 2,763 | 236K |
| Spectrum Planning & Advisory Servic | 2,687 | 229K |
| Ascentis Independent Advisors | 1,765 | 151K |
| Advisory Services Network, LLC | 1,101 | 94K |
| Western Wealth Management, LLC | 727 | 62K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 609 | 52K |
| BESSEMER GROUP INC | 180 | 15K |
| Clarity Asset Management, Inc. | 47 | 4K |
| TORONTO DOMINION BANK | 32 | 3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| IMA Advisory Services, Inc. | +85,622 | +11.6% | 822,257 |
| LPL Financial LLC | +57,303 | +15.9% | 416,766 |
| Thrivent Financial for Lutherans | +46,931 | +164.7% | 75,425 |
| Avise Financial Cooperative, Inc. | +21,479 | +319.1% | 28,211 |
| BROWN ADVISORY INC | +18,045 | +451.1% | 22,045 |
| Accredited Investors Inc. | +17,060 | +20.2% | 101,689 |
| SEI INVESTMENTS CO | +15,798 | +4.2% | 389,776 |
| MML INVESTORS SERVICES, LLC | +13,377 | +24.0% | 69,211 |
| REGATTA CAPITAL GROUP, LLC | +13,169 | +23.0% | 70,362 |
| ROYAL BANK OF CANADA | +10,892 | +22.5% | 59,385 |
| ENVESTNET ASSET MANAGEMENT INC | +10,219 | +0.9% | 1,116,943 |
| JANE STREET GROUP, LLC | +10,004 | +49.7% | 30,117 |
| SOFI WEALTH, LLC | +9,544 | +28.4% | 43,134 |
| SBE LLC DBA CEDAR COVE WEALTH PARTN | +8,366 | +3.5% | 245,699 |
| Modern Wealth Management, LLC | +7,776 | +16.5% | 54,843 |
| Beacon Pointe Advisors, LLC | +7,295 | +24.1% | 37,593 |
| CWM, LLC | +7,113 | +14.6% | 55,675 |
| OSAIC HOLDINGS, INC. | +6,131 | +20.8% | 35,677 |
| SeedSafe Financial LLC | +6,044 | +11.9% | 56,700 |
| Urban Financial Advisory Corp | +5,829 | +55.0% | 16,435 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Clearstead Advisors, LLC | -66,379 | -89.1% | 8,135 |
| BlackRock, Inc. | -66,341 | -7.9% | 774,640 |
| GOLDMAN SACHS GROUP INC | -37,811 | -68.2% | 17,666 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -16,522 | -11.6% | 125,355 |
| Cerity Partners LLC | -9,415 | -51.8% | 8,768 |
| Arjuna Capital | -6,817 | -21.9% | 24,261 |
| Mariner, LLC | -6,807 | -69.3% | 3,016 |
| Optas, LLC | -3,975 | -49.1% | 4,119 |
| Gateway Wealth Partners, LLC | -2,860 | -46.2% | 3,335 |
| PARK AVENUE SECURITIES LLC | -2,720 | -2.5% | 104,605 |
| CreativeOne Wealth, LLC | -2,641 | -50.4% | 2,599 |
| Archer Investment Management, LLC | -1,916 | -8.1% | 21,610 |
| Financial Connections Group, Inc. | -1,889 | -2.4% | 75,280 |
| Betterment LLC | -1,662 | -25.0% | 4,973 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -1,540 | -9.7% | 14,332 |
| Atlantic Private Wealth, LLC | -1,271 | -2.9% | 42,917 |
| Skyline Advisors, Inc. | -1,261 | -12.7% | 8,631 |
| Sage Financial Management Group, In | -1,066 | -23.3% | 3,508 |
| FMR LLC | -937 | -2.2% | 42,393 |
| PRUDENTIAL PLC | -712 | -34.0% | 1,383 |