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Disclosery

HEFA ISHARES TR

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SHS (fund)

438 managers (451 13F filers) reported a position in HEFA shares at 2026-06-30, 134,060,503 shares in all. 48 filers opened a position and 27 filers sold out during the quarter.

Managers
438
13F filers
451
New
48
Added
123
Reduced
170
Sold out
27
Shares held by filers
134,060,503

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC48,492,631$2.28B0.24%+401,54413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,561,052$214M2.68%-1,367,97713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,428,380$208M-169,429Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,310,684$201M0.01%+88,42113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,090,734$192M0.04%-182,23413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,584,090$168M0.01%-197,40613F-HRTimelineGroup
Dynasty Wealth Management, LLC3,562,756$167M1.24%+89,52913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,528,604$166M0.09%+73,84313F-HRTimelineGroup
Quotient Wealth Partners, LLC3,439,589$161M3.81%+71,83013F-HRTimeline
LPL Financial LLC3,434,779$161M0.04%-107,52013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,419,467$160M5.66%-159,75013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,126,452$147M0.81%-217,96513F-HRTimelineGroup
NorthRock Partners, LLC2,840,162$133M1.94%-234,60013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,039,824$95.7M0.02%-3,84813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,012,676$94.4M0.01%+32,02913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,938,755$91M0.01%+248,94213F-HRTimelineGroup
Waverly Advisors, LLC1,694,704$79.5M0.46%-232,74913F-HRTimeline
Cetera Investment Advisers1,532,638$71.9M0.07%+122,77413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,360,026$63.8M0.08%+111,35913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,092,847$51.3M0.03%+59,52313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC986,887$46.3M0.01%+49,28513F-HRTimelineGroup
Jordan Park Group LLC980,903$46M2.33%-14,48513F-HRTimeline
Private Advisor Group, LLC965,338$45.3M0.21%+908,63113F-HRTimeline
Verde Capital Management881,454$41.4M7.65%+49,91413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\779,571$36.6M0.04%-1,33813F-HRTimelineGroup
Blankinship & Foster, LLC768,531$36.1M7.28%-20,57313F-HRTimeline
SACHEM HILL LLC698,847$32.8M5.83%+5,77513F-HRTimeline
Cambridge Investment Research Advisors,…669,947$31.4M0.07%+24,12713F-HR/ATimeline
Crumly & Associates Inc.618,984$29M5.56%+2,31813F-HRTimeline
UBS Group AGgroup of 2 filers holding554,482$26M+35,099Timeline
MML INVESTORS SERVICES, LLC537,596$25.2M0.05%-598,01713F-HRTimeline
ACT WEALTH MANAGEMENT, LLC519,062$24.4M7.16%+1,36813F-HRTimeline
BOKF, NAin group BOKF, NA477,453$22.4M0.31%-3,75013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP421,122$19.6M0.01%+87,44213F-HRTimelineGroup
Tulsa Wealth Advisors, INC415,311$19.5M2.74%-11,77413F-HRTimeline
Odyssey Group, LLC390,192$18.3M4.96%13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…380,965$17.9M10.89%-15,72613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC358,522$16.8M0.02%-55913F-HRTimeline
Csenge Advisory Group358,335$16.8M0.68%+4,70213F-HRTimeline
Denver PWM, LLC345,322$16.5M5.4%+12,38913F-HRTimeline
WESCAP Management Group, Inc.344,434$16.2M3.02%-5,88713F-HRTimeline
Lighthouse Wealth Management Inc.340,990$16M9.94%-3,56513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA340,245$16M<0.01%+6,49013F-HRTimelineGroup
PCA Investment Advisory Services Inc.322,766$15.1M4.23%+26,82513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…303,416$14.2M0.02%+135,32013F-HRTimelineGroup
Vertex Planning Partners, LLC301,850$14.2M2.1%+44,87713F-HRTimeline
CX Institutional274,278$12.9M0.37%+92813F-HRTimeline
Modern Wealth Management, LLC271,866$12.8M0.15%-48,21113F-HRTimeline
Cyr Financial Inc.262,328$12.3M6.41%+13,90713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp253,778$11.9M<0.01%-1,30213F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC247,496$11.5M1.42%+97,64513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC241,400$11.3M0.04%-12,57513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.234,529$11M0.17%+13,98013F-HRTimeline
Darrow Company, Inc.231,145$10.8M4.2%+7,94313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\225,000$10.6M<0.01%-25,00013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC223,912$10.5M0.01%+31,56813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP220,668$10.4M0.01%+53,70113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC220,208$10.3M0.29%-1,30213F-HRTimeline
Global Retirement Partners, LLC215,141$10.1M0.15%13F-HRTimeline
TIAAgroup of 3 filers holding210,599$9.88M-96,260Timeline
Prime Capital Investment Advisors, LLC205,135$9.63M0.09%-106,68813F-HRTimeline
Mariner, LLCin group Mariner, LLC204,354$9.59M0.01%-677,06413F-HRTimelineGroup
NEPC LLC204,177$9.58M0.18%-36,97313F-HRTimeline
RFG Advisory, LLC201,974$9.48M0.15%+13,47713F-HRTimeline
Farther Finance Advisors, LLC201,394$9.45M0.07%-6,17113F-HRTimeline
Crescent Grove Advisors, LLC198,854$9.33M0.79%-19,37613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding196,182$9.21M+3,872Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC193,226$9.07M0.03%-77,66013F-HRTimelineGroup
Weaver Capital Management LLC212,575$9.03M1.99%013F-HRTimeline
BLAIR WILLIAM & CO/IL190,399$8.93M0.02%-21,29013F-HRTimeline
Bigelow Investment Advisors, LLC170,956$8.02M2.9%+30,82613F-HRTimeline
Burns Matteson Capital Management, LLC169,002$7.93M2.52%+15,96213F-HRTimeline
Strategic Financial Concepts, LLC161,657$7.75M2.31%+82,06013F-HRTimeline
Delta Wealth Advisors LLC161,372$7.57M5.41%-58613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC152,620$7.16M<0.01%+10,10313F-HRTimelineGroup
Ifrah Financial Services, Inc.142,838$6.7M1.64%-2,65113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC136,491$6.4M1.21%-4,07913F-HRTimeline
Summit Asset Management, LLC135,870$6.38M0.82%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV135,122$6.34M0.01%+38,84613F-HR/ATimeline
IVC Wealth Advisors LLC133,119$6.25M2.44%+4,13413F-HRTimeline
First Interstate Bank130,124$6.11M0.32%-7,41613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP128,430$6.03M0.01%+8,23113F-HRTimelineGroup
Carolina Wealth Management Inc127,784$6M2.76%13F-HRTimeline
Steward Partners Investment Advisory, L…121,929$5.72M0.03%-25513F-HRTimeline
Friedenthal Financial120,140$5.64M2.61%+3,76913F-HRTimeline
Geneos Wealth Management Inc.118,277$5.55M0.11%-22,05213F-HRTimeline
Precision Wealth Strategies, LLC118,116$5.54M1.67%+2,15313F-HRTimeline
Keystone Financial Group117,305$5.5M0.33%-32,39913F-HRTimeline
DecisionMap Wealth Management, LLC114,012$5.35M2.99%+4,11713F-HRTimeline
Cornerstone Planning Group LLC114,214$5.3M0.67%+4,04313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co112,698$5.29M0.06%013F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC109,825$5.15M1.02%-5,15013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…106,214$4.98M0.17%-11,93013F-HRTimelineGroup
CVFG LLC102,846$4.83M0.51%+2,28213F-HRTimeline
Capital Asset Advisory Services LLC102,507$4.81M0.17%-89013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC102,507$4.81M0.08%new13F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding102,092$4.79M+5,970Timeline
Sanctuary Advisors, LLC102,026$4.79M0.02%-6,61313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC100,158$4.7M0.23%-1,11913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,361$4.65M0.01%-5613F-HRTimeline
Mutual Advisors, LLC97,472$4.57M0.09%+4,78313F-HRTimeline
MATTERS CAPITAL LLC96,271$4.52M3.16%013F-HRTimeline
Integrated Wealth Concepts LLC94,842$4.45M0.02%+66,72513F-HRTimeline
Cypress Capital, LLC93,510$4.39M1.19%-69313F-HRTimeline
Ashton Thomas Private Wealth, LLC93,496$4.39M0.09%+14,86213F-HRTimeline
Sigma Planning Corp92,715$4.35M0.11%+4,91513F-HRTimeline
Capital Investment Advisory Services, L…89,194$4.19M0.26%-8,13513F-HRTimeline
FLOW TRADERS U.S. LLC86,432$4.06M0.17%-898,06813F-HRTimeline
Traveka Wealth, LLC85,670$4.02M1.34%-4,48313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC85,421$4.01M0.07%-438,62213F-HRTimeline
ALLIANCEBERNSTEIN L.P.93,839$3.99M<0.01%-6,22813F-HRTimeline
Vestmark Advisory Solutions, Inc.83,714$3.93M0.04%-435,10113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…81,273$3.81M0.03%+1,93613F-HRTimelineGroup
Savvy Advisors, Inc.81,221$3.81M0.08%+14,78513F-HRTimeline
IHT Wealth Management, LLC80,795$3.79M0.08%+1,51813F-HRTimeline
Beacon Pointe Advisors, LLC80,478$3.78M0.02%+87813F-HRTimeline
Janney Montgomery Scott LLC80,280$3.77M0.01%+2,33513F-HRTimeline
Kingsview Wealth Management, LLC79,875$3.75M0.05%+3,60213F-HRTimeline
MAI Capital Management78,349$3.68M0.01%-87913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC74,655$3.5M0.13%+36,00513F-HRTimeline
HARBOUR INVESTMENTS, INC.67,150$3.15M0.04%-1,42413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…66,588$3.12M2.1%-65913F-HRTimeline
AdvisorNet Financial, Inc66,013$3.1M0.14%-2,53013F-HRTimeline
Summit Financial, LLC65,936$3.09M0.03%+18,05713F-HRTimeline
FMR LLCin group FMR LLC65,925$3.09M<0.01%+1,63413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC65,033$3.05M0.02%+3,67813F-HRTimelineGroup
HighTower Advisors, LLC63,490$2.98M<0.01%-1,08613F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT62,914$2.95M3.18%-7,72013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …62,481$2.93M0.06%-1,97413F-HRTimelineGroup
Regal Investment Advisors LLC60,537$2.84M0.15%+1,23313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,280$2.83M<0.01%-1,90313F-HRTimelineGroup
Prasad Wealth Partners, LLC60,144$2.82M0.68%-381,24313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY59,555$2.79M1.52%+2,23213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding59,028$2.77M+33,127Timeline
Shepherd Street Advisors LLC59,072$2.74M2.4%+85413F-HRTimeline
Future Financial Wealth Managment LLC59,085$2.72M1.7%-3,55813F-HRTimeline
Wealth Preservation Advisors, LLC57,273$2.69M1.53%+23,99913F-HRTimeline
Apella Capital, LLC56,080$2.6M0.04%-94113F-HRTimeline
Advisory Services Network, LLC53,742$2.52M0.03%+3,28413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC50,513$2.37M0.59%-1,93113F-HRTimeline
Signal Advisors Wealth, LLC49,574$2.33M0.12%+1,44713F-HRTimeline
Foundations Investment Advisors, LLC48,738$2.29M0.02%-5,61813F-HRTimeline
Grove Bank & Trust47,500$2.23M0.22%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding47,035$2.21M+4,345Timeline
TRUE Private Wealth Advisors46,936$2.2M0.19%-11,59613F-HRTimeline
Valmark Advisers, Inc.46,817$2.2M0.02%-2,90613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,694$2.14M<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC44,765$2.1M0.09%-1,70013F-HRTimeline
BOK Financial Private Wealth, Inc.43,943$2.06M0.11%-19513F-HRTimeline
Aaron Wealth Advisors LLC43,502$2.04M0.1%013F-HRTimeline
Perigon Wealth Management, LLC42,028$1.97M0.03%+19,44513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…41,965$1.97M0.02%-1,43413F-HRTimelineGroup
Disciplined Investors, L.L.C.40,984$1.92M0.96%+80913F-HRTimeline
Gladstone Institutional Advisory LLC40,420$1.9M0.06%+9,43113F-HRTimeline
VERITY Wealth Advisors40,000$1.88M1.13%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC39,820$1.87M0.56%+3,39013F-HRTimelineGroup
Nova Wealth Management, Inc.38,419$1.8M1%+3,95913F-HRTimeline
WEDBUSH SECURITIES INC38,094$1.79M0.05%+9,75013F-HRTimeline
Prospera Financial Services Inc37,661$1.77M0.03%+5,20213F-HRTimeline
Valeo Financial Advisors, LLC37,433$1.76M0.04%+57513F-HRTimeline
Dynamic Advisor Solutions LLC37,172$1.74M0.05%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …36,086$1.69M0.04%-1,65213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,065$1.69M0.01%+9,77313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35,718$1.68M<0.01%+1,03813F-HRTimelineGroup
Hirtle & Co., LLC35,627$1.67M0.05%+11,42813F-HRTimeline
Firestone Capital Management35,015$1.64M0.31%013F-HRTimeline
MRWM Advisors, LLC34,971$1.64M0.67%-81213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,846$1.59M<0.01%-32,02713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…34,527$1.58M<0.01%013F-HRTimeline
NewEdge Advisors, LLC32,548$1.53M<0.01%-1,64813F-HRTimeline
Trinity Wealth Management, LLC31,729$1.49M0.47%+13513F-HRTimeline
Osprey Private Wealth LLC30,650$1.44M0.37%-5013F-HRTimeline
Arax Advisory Partners29,956$1.41M0.01%+13,14913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,502$1.38M0.02%-60513F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC31,518$1.34M0.17%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.28,473$1.34M0.04%+15413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management28,465$1.34M0.01%+5,14713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC28,315$1.33M0.02%+36413F-HRTimeline
Merit Financial Group, LLC28,064$1.32M0.01%-7,48813F-HR/ATimeline
DIMENSION CAPITAL MANAGEMENT LLC28,025$1.32M0.15%013F-HRTimeline
Immaculate Wealth Management LLC27,843$1.31M8.85%+52213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,143$1.27M0.02%+1,42713F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC25,808$1.21M0.38%-70513F-HRTimeline
Dorsey & Whitney Trust CO LLC25,316$1.19M0.06%-2,50013F-HRTimeline
Cedar Wealth Management, LLC24,812$1.16M0.3%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding24,485$1.15M+1,378Timeline
Hobbs Group Advisors, LLC23,955$1.12M0.3%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC23,340$1.1M0.09%+2,67513F-HRTimeline
Clearstead Advisors, LLC22,962$1.08M0.01%-5,99913F-HRTimeline
LexAurum Advisors, LLC22,140$1.04M0.12%013F-HRTimeline
IFP Advisors, Inc21,231$996K0.02%+53613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,154$984K+13,692Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…20,884$980K0.13%-4,08413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,412$957K<0.01%+4,71413F-HRTimelineGroup
PFG Advisors20,341$955K0.05%+8,11313F-HRTimeline
MA Private Wealth20,268$951K0.14%-89313F-HRTimeline
Fortis Group Advisors, LLC20,068$942K0.15%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,821$930K0.02%-16,86613F-HRTimelineGroup
Vise Technologies, Inc.19,593$919K0.01%+11,35613F-HRTimeline
AE Wealth Management LLC19,351$908K<0.01%+3,61513F-HRTimeline