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DMXF · Insider trading · 13F holders · Congress trades

Ishares Tr (DMXF)

Who is buying and selling DMXF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
30
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

DMXF at a glance

  • No open-market insider purchases or sales of DMXF were filed in the last 90 days.
  • 30 13F filers hold DMXF among their 50 largest positions, worth $468.0M combined. The biggest bets by portfolio weight are Sbe LLC Dba Cedar Cove Wealth Partners (9.9%), Northwest & Ethical Investments L.P. (6.7%) and IMA Advisory Services, Inc. (4.3%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
  • No member of Congress has disclosed a trade in DMXF.

DMXF insider trading

No open-market insider purchases or sales of DMXF were filed in the last 90 days.

Who owns DMXF? Hedge funds and superinvestors

30 13F filers hold DMXF among their 50 largest positions, worth $468.0M combined. The biggest bets by portfolio weight are Sbe LLC Dba Cedar Cove Wealth Partners (9.9%), Northwest & Ethical Investments L.P. (6.7%) and IMA Advisory Services, Inc. (4.3%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.

13F filers holding DMXF
Manager% of portfolioValueSharesLast quarter13F
Northwest & Ethical Investments L.P.Asset manager6.7%$288.4M3,409,570—Q2 2026
IMA Advisory Services, Inc.Institutional asset manager4.3%$69.5M822,257+11.6% sharesQ2 2026
Sbe LLC Dba Cedar Cove Wealth PartnersWealth manager9.9%$21.0M248,418+1.1% sharesQ3 2026
Values Added Financial LLCWealth manager3.7%$10.4M122,374+13.4% sharesQ3 2026
Accredited Investors Inc.Wealth manager0.4%$8.6M101,689+20.2% sharesQ2 2026
Regatta Capital Group, LLCWealth manager0.8%$6.4M75,232+6.9% sharesQ3 2026
Invera Wealth Advisors, LLCWealth manager3.1%$6.0M71,197+5.8% sharesQ3 2026
Financial Connections Group, Inc.Investment manager2.0%$5.7M75,280-2.4% sharesQ1 2026
Balanced Rock Investment Advisors LLCWealth manager3.3%$5.3M62,987+1.1% sharesQ2 2026
SeedSafe Financial LLCWealth manager3.5%$4.8M56,700+11.9% sharesQ2 2026
Sofi Wealth, LLCWealth manager0.2%$4.5M53,331+23.6% sharesQ3 2026
Walkner Condon Financial Advisors LLCWealth manager0.5%$4.1M48,437-1.2% sharesQ2 2026
Equita Financial Network, Inc.Wealth manager1.1%$3.8M44,706+5.4% sharesQ3 2026
Atlantic Private Wealth, LLCWealth manager2.2%$3.6M42,917-2.9% sharesQ2 2026
Atwater Malick LLCWealth manager0.6%$2.9M34,843+0.0% sharesQ3 2026
Westfuller Advisors, LLCInstitutional asset manager1.0%$2.7M32,125-0.8% sharesQ2 2026
Archer Investment Management, LLCWealth manager0.8%$2.4M28,915+33.8% sharesQ3 2026
Avise Financial Cooperative, Inc.Wealth manager1.7%$2.4M28,211+319.1% sharesQ2 2026
Gould Asset Management LLC /ca/Asset manager0.3%$1.7M20,670+0.0% sharesQ2 2026
Warner Financial, IncWealth manager0.5%$1.7M20,031+7.8% sharesQ2 2026
Shotwell Rutter Baer IncWealth manager0.9%$1.7M19,888+1.3% sharesQ3 2026
Figure 8 Investment Strategies LLCWealth manager1.3%$1.6M18,840+11.4% sharesQ2 2026
Fairlight AdvisorsInstitutional asset manager1.2%$1.5M18,024—Q2 2026
Cornerstone Financial Management LLCWealth manager1.1%$1.4M16,897+6.0% sharesQ2 2026
Urban Financial Advisory CorpWealth manager0.4%$1.4M16,435+55.0% sharesQ2 2026
VERITY Wealth AdvisorsWealth manager0.7%$1.1M13,428+0.7% sharesQ2 2026
Ally Invest Advisors Inc.Wealth manager0.1%$1.1M13,373+6.9% sharesQ2 2026
Davis Wealth Advisors, LLCWealth manager0.7%$959K11,334+18.3% sharesQ2 2026
Klaas Financial Asset Advisors, LLCWealth manager0.1%$657K7,758+0.0% sharesQ3 2026
Financially in Tune, LLCInvestment manager0.4%$435K5,760+0.0% sharesQ1 2026

Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 18, Q1 2026: 2). Screen DMXF in the grand portfolio →

DMXF stock trades by members of Congress

No member of Congress has disclosed a trade in DMXF.

DMXF questions and answers

Are insiders buying DMXF stock?

No open-market insider purchases or sales of DMXF were filed in the last 90 days.

Which hedge funds own DMXF?

30 13F filers hold DMXF among their 50 largest positions, worth $468.0M combined. The biggest bets by portfolio weight are Sbe LLC Dba Cedar Cove Wealth Partners (9.9%), Northwest & Ethical Investments L.P. (6.7%) and IMA Advisory Services, Inc. (4.3%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.

Has Congress traded DMXF?

No member of Congress has disclosed a trade in DMXF.

Who is the largest holder of DMXF?

Among 13F filers, Northwest & Ethical Investments L.P. reports the largest DMXF position, $288.4M (3,409,570 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sbe LLC Dba Cedar Cove Wealth Partners's: 9.9% of its portfolio.

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