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Disclosery

ARTY ISHARES TR

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SHS (fund)

278 managers (279 13F filers) reported a position in ARTY shares at 2025-09-30, 15,416,497 shares in all. 64 filers opened a position and 18 filers sold out during the quarter.

Managers
278
13F filers
279
New
64
Added
106
Reduced
36
Sold out
18
Shares held by filers
15,416,497

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,375,952$109M0.01%+1,095,61613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,324,334$60.6M0.01%+608,81613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,206,214$55.2M0.04%+1,063,43913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,155,924$52.9M<0.01%+305,38013F-HR/ATimelineGroup
Hancock Prospecting Pty Ltd1,055,190$48.3M1.57%new13F-HRTimeline
Wharton Business Group, LLC989,042$45.3M1.98%+22,74013F-HRTimeline
LPL Financial LLC981,400$44.9M0.01%+437,72113F-HRTimeline
UBS Group AGin group UBS Group AG333,422$15.3M<0.01%+40,33513F-HRTimelineGroup
TD Waterhouse Canada Inc.320,597$14.9M0.1%+5,60113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.296,322$12.9M0.02%+65,58213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC233,962$10.7M<0.01%+18,37113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP224,933$10.1M0.01%+75,11513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.202,272$9.26M0.11%+185,18513F-HRTimelineGroup
HighTower Advisors, LLC196,657$9M0.01%+182,72613F-HRTimeline
Private Advisor Group, LLC158,962$7.28M0.04%+68,55513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,442$7.12M<0.01%+12,36013F-HRTimelineGroup
Trek Financial, LLC154,700$7.08M0.42%+29,82213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS141,772$6.49M0.01%+125,79913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC120,025$5.49M0.01%+63,14613F-HRTimelineGroup
Cetera Investment Advisers115,996$5.31M0.01%+27,01913F-HRTimeline
McNaughton Wealth Management, LLC113,128$5.18M2.18%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …106,108$4.86M0.1%-1,90313F-HRTimelineGroup
NorthRock Partners, LLC103,940$4.76M0.09%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.101,029$4.63M1.71%new13F-HRTimeline
BostonPremier Wealth LLC96,432$4.41M2.19%+5,86913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC96,182$4.4M0.11%+59,20213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC96,121$4.4M0.01%+1,08913F-HRTimeline
FLOW TRADERS U.S. LLC95,311$4.36M0.18%new13F-HRTimeline
LRI Investments, LLC88,511$4.05M0.33%-9,28613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC87,178$3.99M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81,897$3.93M0.01%-6,60713F-HRTimeline
Creative Planningin group Creative Planning83,405$3.82M<0.01%+15,51713F-HRTimelineGroup
5th Street Advisors, LLC81,672$3.74M1.85%+6,54013F-HRTimeline
CORA CAPITAL ADVISORS LLC74,669$3.42M1.45%+21,11113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC70,969$3.25M0.01%+7,63313F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC54,714$2.5M0.09%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC54,392$2.49M<0.01%-1,65013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,236$2.3M<0.01%+20,01513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…50,077$2.29M0.05%+41,48613F-HRTimelineGroup
Wealth Management Partners, LLC47,730$2.19M0.69%new13F-HRTimeline
Avestar Capital, LLC45,600$2.09M0.15%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,318$2.07M<0.01%+5,25913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,759$2.05M<0.01%-62,46813F-HRTimelineGroup
Arkadios Wealth Advisors44,317$2.03M0.05%-54313F-HRTimeline
Intrua Financial, LLC44,070$2.02M0.24%+2,38513F-HRTimeline
MML INVESTORS SERVICES, LLC43,887$2.01M0.01%-4,46013F-HRTimeline
Janney Montgomery Scott LLC42,731$1.96M<0.01%+5,48613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management42,648$1.95M0.02%+3,40213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC41,181$1.89M<0.01%-3,56613F-HRTimelineGroup
Strategic Advocates LLC40,702$1.86M0.49%+1,67113F-HRTimeline
AE Wealth Management LLC39,490$1.81M0.01%+6,67113F-HRTimeline
Ardent Capital Management, Inc.38,222$1.75M0.74%-10713F-HRTimeline
CWM, LLCin group CWM, LLC34,605$1.58M<0.01%+1,62613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC34,598$1.58M<0.01%+6,20413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV33,315$1.53M<0.01%+5013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC32,359$1.48M1.18%+13,94413F-HRTimeline
WADDELL & ASSOCIATES, LLC30,735$1.41M0.12%013F-HRTimeline
OneDigital Investment Advisors LLC30,087$1.38M0.01%+3,15813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.29,682$1.36M0.9%+78013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC29,300$1.34M<0.01%+13,80013F-HRTimelineGroup
Continuum Advisory, LLC28,895$1.32M0.14%new13F-HRTimeline
One Wealth Map LLC26,207$1.29M0.69%-2,36113F-HRTimeline
Cambridge Investment Research Advisors,…27,876$1.28M<0.01%+1,95013F-HRTimeline
Sivia Capital Partners, LLC27,148$1.24M0.35%new13F-HRTimeline
Moran Wealth Management, LLC27,052$1.24M0.04%+11,54513F-HRTimeline
Hudock, Inc.26,898$1.23M0.19%+10613F-HRTimeline
GWN SECURITIES INC.26,448$1.21M0.28%-36013F-HRTimeline
Goldstone Financial Group, LLC25,696$1.18M0.14%+5,53813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,695$1.13M<0.01%+2,27713F-HRTimelineGroup
Phoenix Wealth Advisors23,439$1.07M0.41%+4113F-HRTimeline
Sanctuary Advisors, LLC22,640$1.04M0.01%+7,22513F-HR/ATimeline
Summit Financial, LLC22,446$1.03M0.02%new13F-HRTimeline
Gemmer Asset Management LLC22,417$1.03M0.08%+6,40313F-HRTimeline
Cladis Investment Advisory, LLC21,145$968K0.55%+89013F-HRTimeline
Wealth Management Associates, Inc.20,059$918K0.33%new13F-HRTimeline
IFP Advisors, Inc19,902$911K0.02%-27613F-HR/ATimeline
World Investment Advisors18,379$841K0.02%+8,62713F-HRTimeline
HRT FINANCIAL LP17,318$792K<0.01%new13F-HRTimeline
Amplius Wealth Advisors, LLC17,276$791K0.07%-13,85013F-HRTimeline
CX Institutional17,186$787K0.02%+26113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP17,000$778K0.01%013F-HRTimeline
Shira Ridge Wealth Management16,498$755K0.32%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,563$713K<0.01%-20513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc15,032$688K0.25%+66513F-HRTimeline
Steward Partners Investment Advisory, L…14,820$678K<0.01%+37913F-HRTimeline
Financial Engines Advisors L.L.C.14,693$673K<0.01%+2,60113F-HRTimeline
Consolidated Portfolio Review Corp14,665$671K0.08%+10413F-HRTimeline
CIBC WORLD MARKET INC.14,220$651K<0.01%-1,52013F-HRTimeline
IHT Wealth Management, LLC13,921$637K0.02%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,400$613K<0.01%new13F-HRTimeline
SCS Capital Management LLC13,093$599K0.01%new13F-HRTimeline
Community Bank, N.A.13,000$595K0.07%013F-HRTimeline
Matisse Capital12,961$593K0.27%013F-HRTimeline
Cresset Asset Management, LLC12,838$588K<0.01%+3,92213F-HR/ATimeline
PFG Advisors12,822$587K0.02%-2713F-HRTimeline
WCG Wealth Advisors LLC12,156$557K0.03%+24813F-HRTimeline
Plan A Wealth LLC12,046$551K0.28%-4,67513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding11,566$546K+5,285Timeline
INSIGNEO ADVISORY SERVICES, LLC11,805$540K0.04%-30213F-HRTimeline
Platform Technology Partners11,690$535K0.13%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC11,664$534K0.08%-67113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,560$529K<0.01%new13F-HRTimelineGroup
Family Office Research LLC10,356$474K0.21%013F-HRTimeline
Atlas Private Wealth Advisors10,208$467K0.11%-9,73213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…10,000$458K0.01%013F-HRTimelineGroup
BRIGHTON JONES LLC9,731$446K0.01%013F-HRTimeline
Farther Finance Advisors, LLC9,649$442K0.01%+1,99113F-HRTimeline
EHRLICH FINANCIAL GROUP9,504$435K0.26%+3,00813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,500$435K<0.01%+1,25113F-HRTimelineGroup
NewEdge Advisors, LLC8,831$404K<0.01%+7,40213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,812$403K0.01%013F-HRTimelineGroup
Keystone Wealth Services, LLC8,806$403K0.09%new13F-HRTimeline
HB Wealth Management, LLC8,640$396K<0.01%+72013F-HRTimeline
Shared Vision Wealth Group LLC8,104$388K0.16%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,104$371K<0.01%+1,43513F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC7,294$368K0.06%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…8,000$366K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC7,795$357K0.01%+1,65313F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,771$356K0.02%013F-HRTimeline
Cypress Point Wealth Management, LLC7,722$354K0.07%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,582$347K0.01%new13F-HRTimelineGroup
COMERICA BANK7,492$343K<0.01%+3,80913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,428$340K<0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC6,623$334K0.01%+88813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,224$331K<0.01%+6,22913F-HRTimelineGroup
Flagship Private Wealth, LLC7,192$329K0.13%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC7,160$328K0.32%+63013F-HRTimeline
Berbice Capital Management LLC7,154$328K0.2%-2,20013F-HRTimeline
J.W. COLE ADVISORS, INC.6,991$320K0.01%-72713F-HRTimeline
Beacon Pointe Advisors, LLC6,984$320K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,846$313K<0.01%+58413F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp6,616$310K0.44%13F-HR/ATimeline
Kingsview Wealth Management, LLC6,762$310K<0.01%+1,46813F-HRTimeline
ADVOCATE GROUP LLC6,719$308K0.05%new13F-HRTimeline
Waldron Private Wealth LLC6,670$305K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC6,605$302K<0.01%+1,47413F-HRTimeline
IAG Wealth Partners, LLC6,508$298K0.04%+2,02913F-HRTimeline
Columbus Macro, LLC6,426$294K0.03%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.6,185$283K0.23%+1,80513F-HRTimeline
Advisory Services Network, LLC6,184$283K<0.01%-9313F-HRTimeline
HERBST GROUP, LLC6,000$275K0.17%+1,00013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,830$267K0.18%new13F-HRTimeline
Valmark Advisers, Inc.5,824$267K<0.01%013F-HRTimeline
Global View Capital Management LLC5,817$266K0.06%new13F-HRTimeline
SONATA CAPITAL GROUP INC5,525$253K0.09%013F-HRTimeline
Fort Point Capital Partners LLC5,518$253K0.03%013F-HRTimeline
Clearwater Capital Advisors, LLC5,482$251K0.02%-52713F-HRTimeline
Orion Porfolio Solutions, LLC5,288$242K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,149$236K<0.01%+1,10713F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.5,072$232K0.08%new13F-HRTimeline
Geneos Wealth Management Inc.5,034$230K0.01%+1,10613F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.5,000$229K0.13%013F-HRTimeline
AtlasMark Financial, Inc5,000$229K0.15%new13F-HRTimeline
TSFG, LLC4,964$227K0.04%-3413F-HRTimeline
OLD MISSION CAPITAL LLC4,875$223K0.01%-1,27913F-HRTimeline
Center for Financial Planning, Inc.4,859$222K0.02%+1,63713F-HRTimeline
Robertson Stephens Wealth Management, L…4,850$222K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,728$216K<0.01%+17013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,679$214K<0.01%new13F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,569$209K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,560$209K<0.01%-98413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,543$208K<0.01%+1,82513F-HRTimelineGroup
Arete Wealth Advisors, LLC4,522$207K0.01%new13F-HRTimeline
Legacy Advisory Services, LLC4,506$206K0.16%new13F-HRTimeline
NATIXISin group Natixis Investment Managers3,889$177K<0.01%-28313F-HRTimelineGroup
Sunbelt Securities, Inc.3,644$167K0.01%+1,60213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,242$148K<0.01%+17413F-HRTimelineGroup
Crewe Advisors LLC3,093$142K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,869$131K<0.01%+64513F-HRTimelineGroup
Allworth Financial LP2,755$126K<0.01%+46813F-HRTimeline
GPS Wealth Strategies Group, LLC2,730$125K0.01%+62013F-HRTimeline
Compagnie Lombard Odier SCmA2,700$124K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,682$123K<0.01%+42113F-HRTimelineGroup
Parallel Advisors, LLC2,618$120K<0.01%-113F-HRTimeline
Founders Financial Alliance, LLC2,468$113K0.02%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,419$111K0.02%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,376$109K<0.01%+12013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,244$103K<0.01%+2,00013F-HRTimelineGroup
Glassman Wealth Services2,224$102K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,070$94.8K<0.01%+16113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,040$93.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,024$92.7K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,892$86.6K0.01%013F-HRTimeline
Team Financial Group, LLC1,818$83.2K0.04%013F-HRTimeline
Fortitude Family Office, LLC1,700$77.8K0.02%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,637$74.9K<0.01%013F-HRTimelineGroup
Breakwater Investment Management1,591$72.8K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,500$68.7K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust1,456$66.6K0.01%-613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,431$65.5K<0.01%+1,40013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,300$59.5K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,149$52.6K<0.01%+2413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,097$50.2K<0.01%new13F-HR/ATimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,100$50K<0.01%013F-HRTimelineGroup
TruNorth Capital Management, LLC1,055$48.3K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA1,243$47.7K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,010$46.2K0.01%-2,58913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,000$45.8K<0.01%-20013F-HRTimeline
AdvisorNet Financial, Inc936$42.9K<0.01%+24013F-HRTimeline
Kilter Group LLC852$39K0.02%013F-HRTimeline