JXI Institutional Ownership & Shareholders
ISHARES GLOBAL UTILITIES ETF (JXI) is currently held by 78 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $97.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JXI tracked by InsiderSet, reporting ownership valued at approximately $14.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.65M, representing an estimated loss of -6.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed JXI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Federation Des Caisses Desjardins Du Quebec, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL UTILITIES ETF (JXI).
This page ranks the largest institutional JXI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
78
Total Reported Value
$97.56M
Largest Holder
Lpl Financial Llc
Largest Position
$14.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 171,606 | $14,581,395 | $13,654,689 | -$926,706 | -6.36% | |
| Morgan Stanley | 0.00% | 155,230 | $13,189,939 | $12,351,651 | -$838,288 | -6.36% | |
| Federation Des Caisses Desjardins Du Quebec | 0.03% | 128,681 | $10,934,025 | $10,239,147 | -$694,878 | -6.36% | |
| Ameriprise Financial Inc | 0.00% | 44,733 | $3,800,943 | $3,559,405 | -$241,538 | -6.35% | |
| Ntv Asset Management Llc | 0.34% | 40,845 | $3,470,600 | $3,250,037 | -$220,563 | -6.36% | |
| Cetera Investment Advisers | 0.00% | 39,776 | $3,379,765 | $3,164,976 | -$214,789 | -6.36% | |
| Raymond James Financial Inc | 0.00% | 36,814 | $3,128,164 | $2,929,290 | -$198,874 | -6.36% | |
| Susquehanna International Group, Llp | 0.00% | 34,280 | $2,912,772 | $2,727,660 | -$185,112 | -6.36% | |
| Hrt Financial Lp | 0.01% | 33,568 | $2,852,000 | $2,671,006 | -$180,994 | -6.35% | |
| Jane Street Group, Llc | 0.00% | 32,320 | $2,746,230 | $2,571,702 | -$174,528 | -6.36% | |
| Flow Traders U.S. Llc | 0.11% | 30,309 | $2,575,000 | $2,411,687 | -$163,313 | -6.34% | |
| Guardian Capital Lp | 0.05% | 26,100 | $2,217,717 | $2,076,777 | -$140,940 | -6.36% | |
| Signature Estate & Investment Advisors Llc | 0.04% | 23,331 | $1,982,416 | $1,856,448 | -$125,968 | -6.35% | |
| Kestra Advisory Services, Llc | 0.01% | 22,666 | $1,925,968 | $1,803,534 | -$122,434 | -6.36% | |
| Ubs Group Ag | 0.00% | 21,579 | $1,833,567 | $1,717,041 | -$116,526 | -6.36% | |
| Solstein Capital, Llc | 0.62% | 21,341 | $1,813,345 | $1,698,103 | -$115,242 | -6.36% | |
| Bank Of America Corp | 0.00% | 20,276 | $1,722,881 | $1,613,361 | -$109,520 | -6.36% | |
| Royal Bank Of Canada | 0.00% | 19,702 | $1,674,000 | $1,567,688 | -$106,312 | -6.35% | |
| Wells Fargo & Company/Mn | 0.00% | 16,720 | $1,420,723 | $1,330,410 | -$90,313 | -6.36% | |
| Barings Llc | 0.02% | 15,422 | $1,310,407 | $1,227,129 | -$83,278 | -6.36% | |
| Cumberland Partners Ltd | 0.08% | 14,838 | $1,260,785 | $1,180,660 | -$80,125 | -6.36% | |
| Private Advisor Group, Llc | 0.01% | 13,898 | $1,180,896 | $1,105,864 | -$75,032 | -6.35% | |
| J. Safra Sarasin Holding Ag | 0.02% | 12,631 | $1,090,561 | $1,005,049 | -$85,512 | -7.84% | |
| Janney Montgomery Scott Llc | 0.00% | 12,609 | $1,071,000 | $1,003,298 | -$67,702 | -6.32% | |
| Osaic Holdings, Inc. | 0.00% | 12,358 | $1,050,102 | $983,326 | -$66,776 | -6.36% | |
| Nova Wealth Management, Inc. | 0.54% | 11,539 | $980,499 | $918,158 | -$62,341 | -6.36% | |
| Jones Financial Companies Lllp | 0.00% | 10,868 | $929,439 | $864,767 | -$64,672 | -6.96% | |
| Equitable Holdings, Inc. | 0.00% | 9,479 | $805,400 | $754,244 | -$51,156 | -6.35% | |
| Envestnet Asset Management Inc | 0.00% | 9,339 | $793,531 | $743,104 | -$50,427 | -6.35% | |
| Lom Asset Management Ltd | 0.20% | 8,936 | $759,292 | $711,038 | -$48,254 | -6.36% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,388 | $712,723 | $667,433 | -$45,290 | -6.35% | |
| Nautilus Advisors Llc | 0.37% | 7,930 | $609,704 | $630,990 | +$21,286 | +3.49% | |
| Eagle Strategies Llc | 0.05% | 5,469 | $464,701 | $435,168 | -$29,533 | -6.36% | |
| Globalt Investments Llc / Ga | 0.02% | 5,438 | $462,067 | $432,702 | -$29,365 | -6.36% | |
| J.W. Cole Advisors, Inc. | 0.01% | 5,351 | $454,688 | $425,779 | -$28,909 | -6.36% | |
| Gladstone Institutional Advisory Llc | 0.01% | 4,781 | $406,236 | $380,424 | -$25,812 | -6.35% | |
| Sava Infond D.O.O. | 0.05% | 4,600 | $390,862 | $366,022 | -$24,840 | -6.36% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,373 | $371,617 | $347,960 | -$23,657 | -6.37% | |
| Sightline Wealth Advisors, Llc | 0.13% | 4,062 | $345,165 | $323,213 | -$21,952 | -6.36% | |
| Advisory Services Network, Llc | 0.00% | 3,755 | $319,020 | $298,785 | -$20,235 | -6.34% | |
| Captrust Financial Advisors | 0.00% | 3,719 | $316,014 | $295,921 | -$20,093 | -6.36% | |
| Truist Financial Corp | 0.00% | 3,551 | $301,728 | $282,553 | -$19,175 | -6.36% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,881 | $244,780 | $229,241 | -$15,539 | -6.35% | |
| Simplex Trading, Llc | 0.01% | 2,720 | $231,118 | $216,430 | -$14,688 | -6.36% | |
| Ieq Capital, Llc | 0.00% | 2,600 | $220,922 | $206,882 | -$14,040 | -6.36% | |
| Sbi Securities Co., Ltd. | 0.00% | 2,564 | $217,863 | $204,017 | -$13,846 | -6.36% | |
| Bessemer Group Inc | 0.00% | 2,542 | $216,000 | $202,267 | -$13,733 | -6.36% | |
| Milestone Asset Management Group, Llc | 0.10% | 2,449 | $208,071 | $194,867 | -$13,204 | -6.35% | |
| Strategic Investment Solutions, Inc. | 0.05% | 2,367 | $201,158 | $188,342 | -$12,816 | -6.37% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 1,800 | $155,412 | $143,226 | -$12,186 | -7.84% |
Frequently asked questions about JXI
Who are the largest institutional holders of JXI?
The largest institutional holders of JXI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Federation Des Caisses Desjardins Du Quebec, Ameriprise Financial Inc, and Ntv Asset Management Llc. InsiderSet ranks institutional holders by their latest reported JXI position.
What is JXI institutional ownership?
This page tracks JXI positions reported by institutional investment managers through SEC Form 13F. ISHARES GLOBAL UTILITIES ETF (JXI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JXI?
InsiderSet currently tracks 78 institutional managers reporting JXI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JXI shareholders.
How much JXI stock do institutions own?
Institutional investment managers disclosed approximately $97.56M in JXI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JXI institutional ownership last updated?
The latest JXI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JXI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JXI position after the reporting date.
Are institutions buying or selling JXI?
Institutional buying and selling can be analyzed by comparing JXI positions across consecutive 13F reporting periods. InsiderSet's JXI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JXI ownership changes.
How has JXI institutional ownership changed over time?
InsiderSet tracks JXI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.