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Disclosery

HEFA ISHARES TR

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SHS (fund)

441 managers (454 13F filers) reported a position in HEFA shares at 2026-06-30, 134,217,003 shares in all. 48 filers opened a position and 27 filers sold out during the quarter.

Managers
441
13F filers
454
New
48
Added
123
Reduced
172
Sold out
27
Shares held by filers
134,217,003

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
AE Wealth Management LLC19,351$908K<0.01%+3,61513F-HRTimeline
World Investment Advisors20,998$892K0.01%-713F-HRTimeline
Summit Investment Advisory Services, LLC18,980$891K0.22%-1,05513F-HRTimeline
OneDigital Investment Advisors LLC18,786$882K0.01%-2,43613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,447$866K0.02%-1,01913F-HRTimelineGroup
Meridian Wealth Advisors, LLC18,217$855K0.1%+99613F-HRTimeline
ROMAN BUTLER FULLERTON & CO18,423$849K0.2%new13F-HRTimeline
Berkeley, Inc17,823$836K0.26%013F-HRTimeline
Creative Planningin group Creative Planning17,459$819K<0.01%-2,25313F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC17,434$818K0.35%-7513F-HRTimeline
Arkadios Wealth Advisors17,370$815K0.01%+34113F-HRTimeline
Meridian Wealth Management, LLC17,310$812K0.03%-1,60013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,296$812K0.01%-1,89213F-HRTimelineGroup
Redwood Financial Network Corp17,250$809K0.45%+5,11213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,152$805K<0.01%013F-HRTimelineGroup
71 West Capital Partners17,022$799K0.03%013F-HRTimeline
ProVise Management Group, LLC16,641$781K0.05%+40813F-HRTimeline
DAVENPORT & Co LLC16,446$772K<0.01%+63713F-HRTimeline
Choate Investment Advisors16,242$762K0.01%-5,81413F-HRTimeline
Parallel Advisors, LLC16,124$757K0.01%+3,61913F-HRTimeline
Detalus Advisors, LLC15,943$748K0.15%-9713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO15,893$746K0.01%-2,46313F-HRTimeline
M Wealth Management, LLC15,804$742K0.58%013F-HRTimeline
Provident Living Financial Services, In…15,192$713K0.7%013F-HRTimeline
Wellington Grp LLC15,112$709K0.19%013F-HR/ATimeline
Aspen Grove Capital, LLC15,025$705K0.1%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,814$695K<0.01%-12,69813F-HR/ATimelineGroup
HUB Investment Partners, LLC14,785$694K0.01%new13F-HRTimeline
Clark Capital Management Group, Inc.14,697$690K<0.01%013F-HRTimeline
Balefire, LLC14,581$684K0.11%-1,60013F-HRTimeline
HEADINVEST, LLC14,580$684K0.13%013F-HRTimeline
Sowell Financial Services LLC14,534$682K0.02%-2,19713F-HRTimeline
Sage Mountain Advisors LLC14,532$682K0.04%-2,82913F-HRTimeline
Strategic Blueprint, LLC14,501$680K0.03%-57013F-HRTimeline
Wedmont Private Capital14,519$673K0.02%new13F-HRTimeline
Icon Wealth Advisors, LLC14,296$671K0.04%013F-HRTimeline
5T Wealth, LLC14,278$670K0.25%+89913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,127$663K<0.01%-2,01413F-HRTimelineGroup
MOR Wealth Management, LLC13,860$650K0.26%013F-HRTimeline
Mach-1 Financial Group, LLC13,147$617K0.24%+1,16713F-HRTimeline
Wealthfront Advisers LLC12,755$599K<0.01%-82513F-HRTimeline
Cranbrook Wealth Management, LLC12,572$590K0.11%013F-HRTimeline
FIRST AMERICAN TRUST, FSB12,513$587K0.04%-24813F-HRTimeline
Canopy Partners, LLC11,970$562K0.17%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,582$543K0.04%013F-HRTimeline
Daviman Financial, LLC11,512$540K0.3%-1313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,346$532K<0.01%+3,44613F-HRTimelineGroup
Western Wealth Management, LLC10,670$501K0.02%+64213F-HRTimeline
PAX Financial Group, LLC10,559$495K0.07%+1,20913F-HRTimeline
Clear Creek Financial Management, LLC10,477$492K0.03%-4913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,101$474K0.01%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,039$471K<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC9,972$468K<0.01%-1,32413F-HRTimelineGroup
Stone Summit Wealth LLC9,935$466K0.12%-74813F-HRTimeline
One Wealth Advisors, LLC9,714$456K0.05%-1,43013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,691$455K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,717$454K0.02%013F-HRTimeline
Legacy Advisors, LLC9,652$453K0.04%new13F-HRTimeline
Spectrum Planning & Advisory Services I…9,624$452K0.2%-4,92213F-HRTimeline
Chicago Partners Investment Group LLC9,714$447K0.01%+2,36813F-HRTimeline
Cannon Wealth Management Services, LLC9,500$446K0.24%-5713F-HRTimeline
Milestone Asset Management Group, LLC9,167$430K0.22%013F-HRTimeline
Merkkuri Wealth Advisors LLC9,166$430K0.27%-2,98613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,131$428K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,029$424K<0.01%+7,12913F-HRTimelineGroup
Advyzon Investment Management, LLC9,014$423K0.03%-92,31613F-HRTimeline
HB Wealth Management, LLC8,994$422K<0.01%+4113F-HRTimeline
CENTAURUS FINANCIAL, INC.8,908$418K0.02%-16,25513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,886$417K0.1%-4313F-HRTimeline
GC Wealth Management RIA, LLC8,719$409K0.02%-17913F-HRTimeline
IFG Advisory, LLC8,703$408K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC8,573$402K0.04%-44613F-HRTimeline
Evanson Financial, LLC8,522$400K0.02%13F-HRTimeline
JPL Wealth Management, LLC8,419$395K0.08%013F-HRTimeline
Rubicon Advisors, GP8,418$395K0.29%new13F-HRTimeline
MGO ONE SEVEN LLC8,272$388K0.01%-12613F-HRTimeline
Keebeck Wealth Management8,264$388K0.04%013F-HRTimeline
Chesley Taft & Associates LLC8,214$385K0.02%013F-HRTimeline
McKinley Carter Wealth Services, Inc.8,186$384K0.02%-54113F-HRTimeline
Integrity Advisory Solutions, LLC8,151$382K0.04%-34213F-HRTimeline
Heritage Wealth Advisors8,103$380K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC8,069$379K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,031$377K0.01%+1,47413F-HRTimeline
Glass Jacobson Investment Advisors llc7,984$375K0.12%-96813F-HRTimeline
Maltin Wealth Management, Inc.7,883$370K0.12%-26413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,575$355K0.01%-30013F-HRTimelineGroup
SIMA Wealth Partners, LLC7,479$351K0.25%013F-HRTimeline
Quantinno Capital Management LP7,402$347K<0.01%-48813F-HRTimeline
Allworth Financial LP7,352$345K<0.01%+5,52113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO7,143$335K0.08%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,961$327K0.03%new13F-HRTimeline
Betterment LLC6,952$326K<0.01%+1,88313F-HRTimeline
Richardson Capital Management LLC6,900$324K0.14%-27813F-HRTimeline
SMART Wealth LLC6,886$323K0.07%-72713F-HRTimeline
Clarity Retirement & Wealth, LLC6,871$322K0.22%-112,87413F-HRTimeline
PUREfi Wealth, LLC6,796$319K0.18%-23413F-HRTimeline
ARWA LLC6,823$315K0.13%-85413F-HRTimeline
City State Bank6,550$307K0.07%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,484$305K0.08%+1,16413F-HRTimeline
Guardian Capital, LLC6,435$302K0.25%-77513F-HRTimeline
Modera Wealth Management, LLC6,428$302K<0.01%-1213F-HRTimeline
Affinity Capital Advisors, LLC6,371$298K0.04%-76113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS6,322$297K0.03%new13F-HRTimeline
&PARTNERS5,945$295K<0.01%-10,39913F-HRTimeline
FWG Holdings, LLC6,337$293K0.1%new13F-HRTimeline
Compound Planning, Inc.6,192$291K0.01%-3,80113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,897$277K0.01%013F-HRTimeline
Redhawk Wealth Advisors, Inc.5,815$273K0.03%-1,06313F-HRTimeline
Glenview Trust Co5,770$271K<0.01%013F-HR/ATimeline
Southland Equity Partners LLC5,743$269K0.05%new13F-HRTimeline
Demars Financial Group, LLC5,734$269K0.07%013F-HRTimeline
Curtis Advisory Group, LLC5,730$269K0.05%-4313F-HRTimeline
RWA WEALTH PARTNERS, LLC5,690$267K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,621$264K<0.01%-1,84613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,620$264K-367Timeline
COMMERCE BANKin group COMMERCE BANK5,606$263K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding5,545$260K-150Timeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,415$254K0.04%013F-HRTimeline
Patton Albertson Miller Group, LLC5,380$252K0.03%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,380$252K0.07%-5113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,300$249K0.01%013F-HRTimeline
Paladin Advisory Group, LLC5,181$243K0.16%013F-HRTimeline
LongView Wealth Management5,178$243K0.06%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,170$243K<0.01%-41713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,091$239K<0.01%-1513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,042$237K<0.01%-5,52313F-HRTimelineGroup
Journey Advisory Group, LLC5,014$235K0.02%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,930$231K<0.01%new13F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS4,920$231K<0.01%-37313F-HRTimeline
FINANCIAL LIFE ADVISORS4,903$230K0.07%-3,75613F-HRTimeline
Hamilton Wealth, LLC4,890$229K0.04%013F-HRTimeline
HighPoint Advisor Group LLC4,833$227K0.01%new13F-HRTimeline
Sharkey, Howes & Javer4,831$227K0.03%-3113F-HRTimeline
Golden State Wealth Management, LLC4,774$224K0.02%-79013F-HRTimeline
Tortoise Investment Management, LLC4,767$224K0.02%013F-HRTimeline
Trek Financial, LLC4,716$221K0.01%new13F-HRTimeline
Mengis Capital Management, Inc.4,702$221K0.03%new13F-HRTimeline
Legacy Edge Advisors, LLC4,702$221K0.02%new13F-HR/ATimeline
AMG National Trust Bank4,678$220K<0.01%new13F-HRTimeline
Carroll Advisory Group, LLC4,626$217K0.07%new13F-HRTimeline
Capital Square, LLC4,649$215K0.09%+6713F-HRTimeline
EP Wealth Advisors, LLC4,586$215K<0.01%new13F-HRTimeline
West Wealth Group, LLC4,576$215K0.04%new13F-HRTimeline
Yukon Wealth Management, Inc.4,551$214K0.06%-1,21813F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,528$212K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,478$210K<0.01%-11,42813F-HRTimeline
WHITE PINE CAPITAL LLC4,448$209K0.05%new13F-HRTimeline
Van Hulzen Asset Management, LLC4,402$207K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,380$206K0.01%new13F-HRTimeline
BCGM Wealth Management, LLC4,372$205K0.04%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,310$202K0.01%new13F-HRTimeline
SIERRA OCEAN, LLC4,295$202K0.14%new13F-HRTimeline
NWAM LLC4,285$201K0.01%-3,78613F-HRTimeline
Retirement Wealth Solutions LLC4,218$198K0.11%013F-HRTimeline
MATHER GROUP, LLC.3,982$187K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,977$187K<0.01%-44213F-HRTimelineGroup
Smartleaf Asset Management LLC3,864$180K0.01%013F-HRTimeline
Park Square Financial Group, LLC3,722$175K1.58%-1,20113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,649$171K0.01%-2,21113F-HRTimelineGroup
CoreCap Advisors, LLC3,227$151K<0.01%-65313F-HRTimeline
WHITTIER TRUST CO3,099$145K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,078$144K0.01%013F-HRTimeline
Qube Research & Technologies Ltd2,523$118K<0.01%+1,29113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,284$108K<0.01%+88613F-HRTimelineGroup
Manchester Capital Management LLC2,279$107K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,860$87.3K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,816$85.2K0.01%new13F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.1,807$84.8K0.07%013F-HRTimeline
Founders Financial Alliance, LLC1,702$79.9K0.01%-1,09213F-HRTimeline
Harbor Asset Planning, Inc.1,497$70.3K0.05%013F-HRTimeline
Parkside Financial Bank & Trust1,423$66.8K<0.01%-13613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,240$58.2K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,128$52.9K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,060$50K<0.01%+33113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CREATIVE FINANCIAL DESIGNS INC /ADV1,034$48.5K<0.01%013F-HRTimeline
Mosley Wealth Management979$46K0.01%-4,77913F-HRTimeline
Synergy Investment Management, LLC948$44.5K0.01%+32213F-HRTimeline
Blue Trust, Inc.881$41.3K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO860$40.4K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC848$40K<0.01%-33813F-HRTimelineGroup
Beaird Harris Wealth Management, LLC837$39.3K<0.01%013F-HRTimeline
Elequin Capital, LP795$37.3K<0.01%new13F-HRTimeline
Noble Wealth Management PBC750$35.2K0.02%013F-HRTimeline
Millstone Evans Group, LLC707$33.2K0.02%013F-HRTimeline
PRIVATE TRUST CO NA665$31.2K<0.01%-513F-HRTimeline
Ameliora Wealth Management Ltd.645$30.3K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC612$28.7K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC599$28.1K<0.01%13F-HRTimeline
YANKCOM Partnership580$27.2K0.01%013F-HRTimeline
Clark Wealth Partners524$24.6K0.01%-12513F-HRTimeline
Vision Retirement, LLC515$24.2K0.01%-23713F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA488$22.9K0.04%013F-HRTimeline
Stone House Investment Management, LLC467$21.9K<0.01%-1,11313F-HRTimeline
Realta Investment Advisors458$21.5K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.427$20K<0.01%-1413F-HRTimeline
Bogart Wealth, LLC385$18.1K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC300$14.1K<0.01%013F-HRTimeline
Collier Financial298$14K0.01%013F-HRTimeline
JDM Financial Group LLC296$13.9K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.286$13.4K0.03%013F-HRTimeline