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Disclosery

HEFA ISHARES TR

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SHS (fund)

455 managers (461 13F filers) reported a position in HEFA shares at 2025-06-30, 148,734,519 shares in all. 40 filers opened a position and 105 filers sold out during the quarter.

Managers
455
13F filers
461
New
40
Added
102
Reduced
241
Sold out
105
Shares held by filers
148,734,519

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WealthPlan Investment Management, LLC25,119$954K0.07%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL25,107$953K0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO25,099$953K0.02%-1,90013F-HRTimeline
Sequoia Financial Advisors, LLC24,894$945K0.01%-10213F-HRTimeline
Cedar Wealth Management, LLC24,812$942K0.32%013F-HRTimeline
Detalus Advisors, LLC24,609$934K0.27%-75,04613F-HRTimeline
Orion Porfolio Solutions, LLC24,389$926K0.01%-60,40713F-HR/ATimeline
Hobbs Group Advisors, LLC24,111$915K0.31%-73813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,019$912K0.01%-76,44613F-HRTimelineGroup
Strategic Blueprint, LLC23,146$879K0.04%-70,71813F-HRTimeline
Sage Mountain Advisors LLC22,886$869K0.06%-6,26913F-HRTimeline
PAX Financial Group, LLC22,758$864K0.17%-61,32613F-HRTimeline
&PARTNERS22,360$848K0.01%-24,68713F-HRTimeline
Choate Investment Advisors22,056$837K0.02%013F-HRTimeline
OLD NATIONAL BANCORP /IN/21,983$834K0.01%+3,08513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC21,775$827K<0.01%-21,93213F-HRTimelineGroup
OLD MISSION CAPITAL LLC21,535$817K0.02%new13F-HRTimeline
Copperleaf Capital, LLC21,207$805K0.41%+1,77413F-HRTimeline
FORTE CAPITAL LLC /ADV20,808$790K0.08%+1,20013F-HRTimeline
Summit Investment Advisory Services, LLC20,786$789K0.34%-30913F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management20,577$781K0.01%-45,44413F-HRTimelineGroup
World Investment Advisors20,109$763K0.02%-3,34213F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …20,013$760K0.28%-6,24813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,288$732K0.02%+5,21213F-HRTimelineGroup
Prospera Financial Services Inc18,787$714K0.01%+2,52813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…18,756$712K0.12%+3,26613F-HRTimeline
LVW Advisors, LLC18,359$697K0.08%-1,731,55913F-HRTimeline
Berkeley, Inc18,158$689K0.25%013F-HRTimeline
One Wealth Advisors, LLC18,041$685K0.1%-63,28013F-HRTimeline
AE Wealth Management LLC17,969$682K<0.01%-187,74013F-HRTimeline
Trek Financial, LLC17,813$676K0.05%-40,84113F-HRTimeline
Stark Wealth Management LLC17,920$674K0.96%new13F-HRTimeline
5T Wealth, LLC17,606$668K0.34%-5,70513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,525$665K<0.01%-68813F-HRTimeline
Sowell Financial Services LLC17,339$658K0.03%-2,20213F-HRTimeline
Nova Wealth Management, Inc.17,221$654K0.48%+2,55413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,700$634K<0.01%-218,80013F-HRTimeline
Apeiron RIA LLC16,274$618K0.16%-33,97413F-HRTimeline
IFP Advisors, Inc16,183$614K0.02%+1,54413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV15,956$606K0.18%-23913F-HRTimeline
M Wealth Management, LLC15,842$601K0.55%013F-HRTimeline
Park Square Financial Group, LLC15,630$593K0.43%-3,82413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp15,230$578K<0.01%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…15,163$576K0.01%-1,33413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.15,106$573K0.01%-55,38813F-HRTimeline
FFG RETIREMENT ADVISORS LLC15,090$573K0.36%+7,80413F-HRTimeline
Aspen Grove Capital, LLC15,025$570K0.1%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC15,025$570K0.07%+21513F-HRTimeline
HEADINVEST, LLC14,580$553K0.12%013F-HRTimeline
TWO SIGMA SECURITIES, LLC13,941$529K0.07%new13F-HRTimeline
Spectrum Planning & Advisory Services I…13,710$520K0.34%+4,87113F-HRTimeline
Stonebrook Private Inc.13,705$520K0.12%-85,50413F-HRTimeline
Balefire, LLC13,676$519K0.11%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,471$511K+13,434Timeline
FIRST AMERICAN TRUST, FSB13,351$507K0.04%-2,03513F-HRTimeline
Tradewinds, LLC.13,168$500K0.38%new13F-HRTimeline
Merkkuri Wealth Advisors LLC13,168$500K0.38%-8,62513F-HRTimeline
Vise Technologies, Inc.13,114$498K0.02%13F-HRTimeline
Cannon Wealth Management Services, LLC13,107$498K0.41%013F-HRTimeline
ProVise Management Group, LLC12,870$489K0.04%+17313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC12,767$485K0.18%-1,88413F-HRTimeline
SYNOVUS FINANCIAL CORP12,640$480K0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC12,593$478K0.21%-12,20513F-HRTimeline
Cranbrook Wealth Management, LLC12,572$477K0.1%013F-HRTimeline
Keebeck Wealth Management12,362$469K0.06%-36,90613F-HRTimeline
Bestgate Wealth Advisors, LLC12,848$466K0.97%013F-HRTimeline
Clear Creek Financial Management, LLC12,274$466K0.04%+1,81113F-HRTimeline
Glass Jacobson Investment Advisors llc12,138$461K0.18%+77113F-HRTimeline
Canopy Partners, LLC11,970$454K0.17%013F-HRTimeline
Arkadios Wealth Advisors11,736$446K0.01%-3,71813F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,582$440K0.04%013F-HRTimeline
Quantinno Capital Management LP11,444$434K<0.01%-3513F-HRTimeline
Tandem Investment Partners LLC11,300$429K0.37%013F-HRTimeline
Horst & Graben Wealth Management LLC11,187$425K0.07%-73,67313F-HRTimeline
GRIES FINANCIAL LLC11,161$424K0.08%-5,32813F-HRTimeline
Central Pacific Bank - Trust Division10,595$402K0.05%new13F-HRTimeline
Golden State Wealth Management, LLC10,430$396K0.05%+2,88513F-HRTimeline
Venturi Wealth Management, LLC10,407$395K0.02%-713F-HRTimeline
JPL Wealth Management, LLC10,379$394K0.11%-1,84713F-HRTimeline
Stone House Investment Management, LLC10,370$394K0.07%-86,49813F-HRTimeline
Turning Point Benefit Group, Inc.10,366$393K0.3%-3,69513F-HRTimeline
Patton Albertson Miller Group, LLC10,335$392K0.05%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,101$383K0.01%013F-HRTimeline
Hamilton Wealth, LLC10,090$383K0.09%-3,62313F-HRTimeline
Sollinda Capital Management LLC10,011$380K0.1%new13F-HRTimeline
Redwood Financial Network Corp9,953$378K0.26%+45313F-HRTimeline
Gen-Wealth Partners Inc9,926$377K0.15%-23,30113F-HRTimeline
Certus Wealth Management, LLC9,882$375K0.24%-30,92613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC9,815$373K0.17%-23,61413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,787$372K0.01%013F-HRTimeline
Western Wealth Management, LLC9,674$367K0.02%-2,03313F-HRTimeline
Stokes Family Office, LLC9,604$365K0.04%-116,14813F-HRTimeline
SMITH, MOORE & CO.9,523$361K0.03%-85013F-HRTimeline
HB Wealth Management, LLC9,501$361K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO9,459$359K0.01%-2,00013F-HRTimeline
McKinley Carter Wealth Services, Inc.9,458$359K0.02%-89313F-HRTimeline
Milestone Asset Management Group, LLC9,328$354K0.26%013F-HRTimeline
Glenmede Investment Management, LP9,268$352K<0.01%13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,131$347K0.02%013F-HRTimeline
JB Capital LLC9,102$346K0.02%-520,32013F-HRTimeline
Yukon Wealth Management, Inc.9,084$345K0.12%+1,67413F-HRTimeline
Sovran Advisors, LLC9,152$343K0.04%-35,40813F-HRTimeline
Sovereign Financial Group, Inc.9,015$342K0.07%-5013F-HRTimeline
Capital Advisors, Ltd. LLC9,019$342K0.04%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,003$342K0.11%new13F-HRTimeline
PUREfi Wealth, LLC8,898$338K0.27%new13F-HRTimeline
Affinity Capital Advisors, LLC8,894$338K0.06%+1,59413F-HRTimeline
NWAM LLC8,894$337K0.02%-8,24713F-HR/ATimeline
WEDBUSH SECURITIES INC8,614$327K0.01%new13F-HRTimeline
Compass Ion Advisors, LLC8,570$325K0.04%-2,95713F-HRTimeline
Leo Wealth, LLC8,271$314K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC8,264$314K0.23%-9,92913F-HRTimeline
Clearwater Capital Advisors, LLC8,258$313K0.03%-72213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,252$313K<0.01%-5,40513F-HRTimelineGroup
Evanson Asset Management, LLC8,231$312K0.02%-1,60013F-HRTimeline
EHRLICH FINANCIAL GROUP8,224$312K0.2%-27,16513F-HRTimeline
Chesley Taft & Associates LLC8,214$312K0.01%013F-HRTimeline
MTM FINANCIAL GROUP, LLC8,170$310K0.17%new13F-HRTimeline
IFG Advisory, LLC8,145$309K0.02%-9,61313F-HRTimeline
Heritage Wealth Advisors8,103$308K0.01%013F-HRTimeline
MGO ONE SEVEN LLC8,059$306K0.01%-2313F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…7,893$300K0.11%+18413F-HRTimeline
Synergy Investment Management, LLC7,846$298K0.18%-33,97013F-HRTimeline
Laird Norton Wetherby Wealth Management…7,778$295K0.01%13F-HRTimeline
Ameliora Wealth Management Ltd.7,665$291K0.1%-3,64613F-HRTimeline
SIMA Wealth Partners, LLC7,612$289K0.23%-35413F-HRTimeline
Allie Family Office LLC7,607$289K0.14%-4,08513F-HRTimeline
Opes Wealth Management LLC7,452$283K0.05%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth7,432$282K<0.01%+48813F-HRTimelineGroup
Betterment LLC7,433$282K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC7,278$280K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,165$272K0.02%-10,13913F-HR/ATimeline
PKS Advisory Services, LLC7,034$267K0.07%-6413F-HRTimeline
Richardson Capital Management LLC6,970$265K0.14%-8313F-HRTimeline
Sharkey, Howes & Javer6,938$263K0.04%-85,38813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding6,747$256K-290,109Timeline
Optivise Advisory Services LLC6,708$255K0.13%-15813F-HRTimeline
City State Bank6,700$254K0.08%-20013F-HRTimeline
Modera Wealth Management, LLC6,359$241K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,253$237K-2,775Timeline
SIERRA OCEAN, LLC6,287$236K0.17%-43813F-HRTimeline
Arax Advisory Partners6,179$235K0.01%new13F-HRTimeline
Glenview Trust Co6,155$234K<0.01%-5513F-HRTimeline
Wealthfront Advisers LLC6,146$233K<0.01%-74213F-HRTimeline
Cypress Wealth Services, LLC6,145$233K0.04%-61,39513F-HRTimeline
B. Riley Wealth Advisors, Inc.6,106$232K0.01%-55,01913F-HRTimeline
Demars Financial Group, LLC5,979$227K0.09%-239,16013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,963$226K0.08%-5,89413F-HRTimeline
Snowden Capital Advisors LLC5,942$226K0.01%-43,00013F-HRTimeline
Austin Private Wealth, LLC5,940$225K0.02%-241,91513F-HRTimeline
ShoreHaven Wealth Partners, LLC5,905$224K0.09%-42,22813F-HRTimeline
Curtis Advisory Group, LLC5,904$224K0.06%-2913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,883$223K<0.01%+3013F-HRTimelineGroup
TSA Wealth Managment LLC5,872$223K0.08%-49,27213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,856$222K<0.01%+6413F-HR/ATimelineGroup
RWA WEALTH PARTNERS, LLC5,690$216K<0.01%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,541$210K0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.5,505$209K0.01%-26,95513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,450$207K0.02%-1,15513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,300$201K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd5,081$193K<0.01%+4,96113F-HRTimeline
CoreCap Advisors, LLC5,009$190K0.01%-9,45413F-HRTimeline
WealthShield Partners, LLC4,822$183K0.02%-37,16713F-HRTimeline
Tortoise Investment Management, LLC4,767$181K0.02%013F-HRTimeline
Parallel Advisors, LLC4,750$180K<0.01%-76813F-HRTimeline
First Horizon Advisors, Inc.4,586$174K<0.01%-44,70213F-HRTimeline
PRIVATE TRUST CO NA4,568$173K0.02%-34913F-HRTimeline
Aptus Capital Advisors, LLC4,177$159K<0.01%-61813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,053$154K<0.01%+1,82213F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,010$152K<0.01%+82113F-HRTimelineGroup
Smartleaf Asset Management LLC3,964$151K0.01%+2,77713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,950$150K<0.01%+3,54513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,937$149K<0.01%013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…3,677$140K0.17%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,306$125K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group3,227$122K0.02%-2,12513F-HR/ATimeline
WHITTIER TRUST CO3,099$118K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,779$105K0.02%-21813F-HRTimeline
Scarborough Advisors, LLC2,641$100K0.02%-119,54713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,647$100K<0.01%-31,14113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,307$87.6K<0.01%-4,49213F-HRTimeline
Capital A Wealth Management, LLC2,673$84.2K0.94%+2,06813F-HRTimeline
Headlands Technologies LLC1,917$72.8K0.01%-1,60013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,985$72K0.03%13F-HRTimeline
Northwest Capital Management Inc1,885$71.6K0.04%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,860$70.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,713$65K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,589$60.3K<0.01%+1,56913F-HRTimelineGroup
Parkside Financial Bank & Trust1,559$59.2K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,418$53.8K<0.01%-22,45213F-HRTimelineGroup
Western Pacific Wealth Management, LP1,417$53.8K0.05%new13F-HRTimeline
Allworth Financial LP1,394$52.9K<0.01%-25813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,240$47.1K<0.01%new13F-HRTimelineGroup
Friedenthal Financial1,201$45.6K0.02%013F-HRTimeline
Bellwether Advisors, LLC1,184$44.9K0.01%013F-HRTimeline
Blue Trust, Inc.1,163$44.1K<0.01%-77,50313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,160$44K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,113$42.2K<0.01%-4,56113F-HRTimeline
Kilter Group LLC1,037$39.4K0.02%-61,02613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…954$36.2K<0.01%-3,27713F-HRTimelineGroup