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Disclosery

ARTY ISHARES TR

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SHS (fund)

317 managers (318 13F filers) reported a position in ARTY shares at 2025-12-31, 18,069,874 shares in all. 54 filers opened a position and 30 filers sold out during the quarter.

Managers
317
13F filers
318
New
54
Added
113
Reduced
53
Sold out
30
Shares held by filers
18,069,874

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY2,610,430$126M0.01%+234,47813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,094,259$101M0.06%+888,04513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,345,005$64.8M<0.01%+189,08113F-HRTimelineGroup
LPL Financial LLC1,112,697$53.6M0.01%+131,29713F-HRTimeline
Hancock Prospecting Pty Ltd1,055,190$50.8M1.56%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,019,810$49.1M0.01%-304,52413F-HRTimelineGroup
Wharton Business Group, LLC954,682$46M1.75%-34,36013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC631,409$30.4M0.06%+590,22813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.362,580$17.5M0.03%+66,25813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP338,665$16.3M0.01%+113,73213F-HRTimelineGroup
UBS Group AGin group UBS Group AG338,041$16.3M<0.01%+4,61913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC336,824$16.2M0.01%+102,86213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC304,299$14.7M0.02%new13F-HRTimelineGroup
HighTower Advisors, LLC255,108$12.3M0.01%+58,45113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.224,766$10.8M0.12%+22,49413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS196,873$9.49M0.02%+55,10113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA176,660$8.51M<0.01%+21,21813F-HRTimelineGroup
Trek Financial, LLC169,312$8.16M0.47%+14,61213F-HRTimeline
TD Waterhouse Canada Inc.167,749$8.07M0.05%-152,84813F-HRTimeline
Mariner, LLCin group Mariner, LLC152,218$7.33M0.01%+117,62013F-HRTimelineGroup
Cetera Investment Advisers144,591$6.97M0.01%+28,59513F-HRTimeline
Kingsview Wealth Management, LLC143,600$6.92M0.1%+136,83813F-HRTimeline
NorthRock Partners, LLC130,110$6.27M0.11%+26,17013F-HRTimeline
McNaughton Wealth Management, LLC127,966$6.17M2.54%+14,83813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …105,920$5.1M0.1%-18813F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.102,665$4.95M1.79%+1,63613F-HRTimeline
BostonPremier Wealth LLC91,998$4.43M2.27%-4,43413F-HRTimeline
LRI Investments, LLC89,594$4.32M0.35%+1,08313F-HRTimeline
Creative Planningin group Creative Planning88,486$4.26M<0.01%+5,08113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC87,002$4.19M0.01%-9,11913F-HRTimeline
Shira Ridge Wealth Management84,743$4.08M1.64%+68,24513F-HRTimeline
CORA CAPITAL ADVISORS LLC79,922$3.85M1.5%+5,25313F-HRTimeline
5th Street Advisors, LLC79,630$3.84M1.79%-2,04213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC79,265$3.82M0.09%-16,91713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management76,679$3.69M0.04%+34,03113F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…64,238$3.09M0.66%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC62,545$3.01M0.01%-8,42413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,073$2.89M<0.01%+48,51313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,814$2.79M<0.01%+7,57813F-HRTimelineGroup
CWM, LLCin group CWM, LLC56,514$2.72M0.01%+21,90913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding53,117$2.56M+7,799Timeline
Wealth Management Partners, LLC51,886$2.5M0.71%+4,15613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC51,675$2.49M<0.01%-2,71713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…49,853$2.4M0.05%-22413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC46,284$2.23M0.01%+2,39713F-HRTimeline
Avestar Capital, LLC45,600$2.2M0.15%013F-HRTimeline
Intrua Financial, LLC45,088$2.17M0.24%+1,01813F-HRTimeline
Strategic Advocates LLC41,871$2.04M0.52%+1,16913F-HRTimeline
Ardent Capital Management, Inc.42,062$2.03M0.8%+3,84013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,139$1.98M<0.01%-3,62013F-HR/ATimelineGroup
Opus Capital Group, LLC38,028$1.83M0.2%new13F-HRTimeline
Moran Wealth Management, LLC37,326$1.8M0.06%+10,27413F-HRTimeline
Private Advisor Group, LLC37,254$1.79M0.01%-121,70813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,480$1.71M<0.01%+2,16513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC33,829$1.63M1.29%+1,47013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,217$1.59M<0.01%-50,68013F-HRTimeline
Janney Montgomery Scott LLC32,621$1.57M<0.01%-10,11013F-HRTimeline
Goldstone Financial Group, LLC32,540$1.57M0.17%+6,84413F-HRTimeline
Stonebrook Private Inc.32,527$1.57M0.33%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.32,507$1.57M1.05%+2,82513F-HRTimeline
Arkadios Wealth Advisors31,895$1.54M0.03%-12,42213F-HRTimeline
OneDigital Investment Advisors LLC31,397$1.51M0.01%+1,31013F-HRTimeline
Continuum Advisory, LLC30,908$1.49M0.15%+2,01313F-HRTimeline
AE Wealth Management LLC30,823$1.49M0.01%-8,66713F-HRTimeline
WADDELL & ASSOCIATES, LLC30,735$1.48M0.1%013F-HRTimeline
Cambridge Investment Research Advisors,…30,624$1.48M<0.01%+2,74813F-HRTimeline
One Wealth Map LLC27,880$1.45M0.74%+1,67313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,107$1.4M<0.01%+4,41213F-HRTimelineGroup
GWN SECURITIES INC.27,948$1.35M0.27%+1,50013F-HRTimeline
Hudock, Inc.27,496$1.32M0.2%+59813F-HRTimeline
Gemmer Asset Management LLC26,560$1.28M0.1%+4,14313F-HRTimeline
IFP Advisors, Inc26,310$1.27M0.03%+6,40813F-HRTimeline
Phoenix Wealth Advisors23,410$1.13M0.43%-2913F-HRTimeline
Wealth Management Associates, Inc.23,109$1.11M0.39%+3,05013F-HRTimeline
World Investment Advisors22,874$1.1M0.02%+4,49513F-HR/ATimeline
LAUREL OAK WEALTH MANAGEMENT, LLC22,491$1.08M0.18%13F-HRTimeline
Summit Financial, LLC21,748$1.05M0.02%-69813F-HRTimeline
VVR Holdings LLC21,589$1.04M0.54%13F-HRTimeline
CX Institutional21,494$1.04M0.03%+4,30813F-HRTimeline
Sanctuary Advisors, LLC20,517$989K0.01%-2,12313F-HRTimeline
Cladis Investment Advisory, LLC19,795$954K0.52%-1,35013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES19,561$942K0.35%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC18,300$882K<0.01%-11,00013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…17,851$860K<0.01%+3,03113F-HRTimeline
NewEdge Advisors, LLC17,635$850K<0.01%+8,80413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd17,437$840K0.01%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP17,000$819K0.01%013F-HRTimeline
IHT Wealth Management, LLC16,362$788K0.02%+2,44113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,209$781K<0.01%+64613F-HR/ATimelineGroup
Cresset Asset Management, LLC15,977$770K<0.01%+3,13913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,839$715K<0.01%+6,73513F-HRTimelineGroup
Financial Engines Advisors L.L.C.14,751$711K<0.01%+5813F-HRTimeline
HERBST GROUP, LLC14,564$702K0.41%+8,56413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,469$697K0.01%+5,65713F-HRTimelineGroup
CIBC WORLD MARKET INC.13,838$667K<0.01%-38213F-HRTimeline
Beacon Pointe Advisors, LLC13,593$655K<0.01%+6,60913F-HRTimeline
Flagship Private Wealth, LLC13,475$649K0.26%+6,28313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding13,119$632K+1,553Timeline
SCS Capital Management LLC13,093$631K0.01%013F-HRTimeline
Community Bank, N.A.13,000$626K0.07%013F-HRTimeline
D.A. DAVIDSON & CO.12,630$609K<0.01%new13F-HRTimeline
Platform Technology Partners12,576$606K0.13%+88613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,526$604K0.04%+72113F-HRTimeline
Glass Jacobson Investment Advisors llc12,471$601K0.22%-2,56113F-HRTimeline
WCG Wealth Advisors LLC12,212$588K0.02%+5613F-HRTimeline
PFG Advisors12,131$584K0.03%-69113F-HRTimeline
Ellis Investment Partners, LLC11,702$564K0.1%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC11,509$555K0.08%-15513F-HRTimeline
Amplius Wealth Advisors, LLC11,271$543K0.05%-6,00513F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,239$541K0.01%new13F-HRTimeline
ADVOCATE GROUP LLC11,054$533K0.09%+4,33513F-HRTimeline
Kingdom Financial Group LLC.11,024$531K0.16%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,836$522K0.03%new13F-HRTimeline
EHRLICH FINANCIAL GROUP10,669$514K0.29%+1,16513F-HRTimeline
BCS Wealth Management10,294$496K0.05%new13F-HRTimeline
Family Office Research LLC10,193$496K0.2%-16313F-HRTimeline
Atlas Private Wealth Advisors10,208$492K0.11%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…10,000$482K0.01%013F-HRTimelineGroup
Old Peak Finance LLC9,488$457K0.28%13F-HRTimeline
Farther Finance Advisors, LLC9,368$451K<0.01%-28113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,351$451K0.02%new13F-HRTimelineGroup
HB Wealth Management, LLC9,276$447K<0.01%+63613F-HRTimeline
Global Retirement Partners, LLC9,144$441K0.01%+1,34913F-HRTimeline
Matisse Capital9,019$435K0.19%-3,94213F-HRTimeline
Sequoia Financial Advisors, LLC8,806$424K<0.01%new13F-HRTimeline
Shared Vision Wealth Group LLC8,104$424K0.17%013F-HRTimeline
Plan A Wealth LLC8,409$405K0.2%-3,63713F-HRTimeline
Columbus Macro, LLC8,339$402K0.04%+1,91313F-HRTimeline
Keystone Wealth Services, LLC8,266$398K0.08%-54013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,186$394K<0.01%+3,50713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,171$394K0.01%+58913F-HRTimelineGroup
Global View Capital Management LLC7,882$380K0.07%+2,06513F-HRTimeline
Integrated Wealth Concepts LLC7,863$379K<0.01%+1,25813F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,771$374K0.02%013F-HRTimeline
Cypress Point Wealth Management, LLC7,722$372K0.08%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,294$370K0.05%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,519$362K<0.01%-1,98113F-HRTimelineGroup
COMERICA BANK7,393$356K<0.01%-9913F-HRTimeline
Gladstone Institutional Advisory LLC7,338$354K0.01%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC7,285$351K0.37%+12513F-HRTimeline
Berbice Capital Management LLC7,154$345K0.21%013F-HRTimeline
Waldron Private Wealth LLC7,140$344K0.01%+47013F-HRTimeline
Center for Financial Planning, Inc.6,910$333K0.03%+2,05113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,888$332K0.01%+1,73913F-HRTimelineGroup
SHP Wealth Management6,735$325K0.03%13F-HRTimeline
Leo Wealth, LLC6,720$324K0.02%new13F-HRTimeline
Advisory Services Network, LLC6,701$323K<0.01%+51713F-HRTimeline
San Luis Wealth Advisors LLC6,646$320K0.05%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,605$318K<0.01%-61913F-HRTimelineGroup
Chicago Partners Investment Group LLC6,088$317K0.01%-53513F-HRTimeline
IAG Wealth Partners, LLC6,508$314K0.04%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,473$312K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,435$310K<0.01%-41113F-HRTimelineGroup
Orion Porfolio Solutions, LLC6,408$309K<0.01%+1,12013F-HRTimeline
Advyzon Investment Management, LLC6,404$309K0.04%new13F-HRTimeline
Robertson Stephens Wealth Management, L…6,000$289K0.01%+1,15013F-HRTimeline
INVESTMENT PARTNERS, LTD.5,985$288K0.1%+91313F-HRTimeline
SONATA CAPITAL GROUP INC5,850$282K0.1%+32513F-HRTimeline
Fort Point Capital Partners LLC5,518$281K0.03%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,830$281K0.19%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,729$276K<0.01%+1,18613F-HRTimelineGroup
FMR LLCin group FMR LLC5,662$273K<0.01%+2,98013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp5,685$273K0.37%-93113F-HR/ATimeline
Geneos Wealth Management Inc.5,458$263K0.01%+42413F-HRTimeline
Clearwater Capital Advisors, LLC5,435$262K0.02%-4713F-HRTimeline
J.W. COLE ADVISORS, INC.5,741$253K0.01%-1,25013F-HRTimeline
AtlasMark Financial, Inc5,098$246K0.16%+9813F-HRTimeline
Clark Capital Management Group, Inc.5,016$242K<0.01%new13F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.5,000$241K0.14%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,000$241K<0.01%+27213F-HRTimeline
CENTAURUS FINANCIAL, INC.4,746$229K0.01%new13F-HRTimeline
Financial Partners Group, Inc4,428$228K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,710$227K<0.01%+15013F-HRTimeline
Next Level Wealth Planning, LLC4,687$226K0.12%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,657$224K0.03%new13F-HRTimeline
TSFG, LLC4,648$224K0.03%-31613F-HRTimeline
Western Wealth Management, LLC4,609$222K0.01%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,569$220K0.04%013F-HRTimeline
Legacy Advisory Services, LLC4,506$217K0.16%013F-HRTimeline
Snowden Capital Advisors LLC4,450$214K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC4,385$211K0.01%new13F-HR/ATimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC4,307$208K0.13%13F-HRTimeline
Riverbend Wealth Management, LLC4,237$204K0.13%new13F-HRTimeline
Perennial Investment Advisors, LLC4,207$203K0.02%new13F-HRTimeline
Cascade Financial Partners, LLC4,200$202K0.02%new13F-HRTimeline
GEM Asset Management, LLC4,015$202K0.09%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,024$194K<0.01%+1,78013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,895$188K<0.01%+65313F-HRTimelineGroup
Sunbelt Securities, Inc.3,810$184K0.01%+16613F-HRTimeline
AlphaCore Capital LLC3,603$174K<0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd3,326$160K0.01%new13F-HRTimeline
NATIXISin group Natixis Investment Managers3,158$154K<0.01%-73113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,183$153K<0.01%+31413F-HRTimelineGroup
Crewe Advisors LLC3,093$149K0.01%013F-HRTimeline
Allworth Financial LP3,068$148K<0.01%+31313F-HRTimeline
Compagnie Lombard Odier SCmA2,700$130K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,696$130K0.01%new13F-HRTimeline
Sound Income Strategies, LLC2,506$129K0.01%new13F-HRTimeline
Parallel Advisors, LLC2,618$126K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,587$125K<0.01%+56313F-HRTimelineGroup