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Disclosery

HEFA ISHARES TR

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SHS (fund)

420 managers (426 13F filers) reported a position in HEFA shares at 2025-09-30, 143,047,128 shares in all. 36 filers opened a position and 65 filers sold out during the quarter.

Managers
420
13F filers
426
New
36
Added
140
Reduced
178
Sold out
65
Shares held by filers
143,047,128

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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,592$776K0.03%+18,63813F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO19,334$766K0.02%-5,76513F-HRTimeline
Detalus Advisors, LLC18,473$732K0.19%-6,13613F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …18,401$729K0.24%-1,61213F-HRTimelineGroup
Berkeley, Inc18,275$724K0.23%+11713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,474$692K0.01%+2,31113F-HRTimelineGroup
Sowell Financial Services LLC17,180$681K0.03%-15913F-HRTimeline
Nova Wealth Management, Inc.16,685$661K0.47%-53613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding16,417$650K+2,946Timeline
Icon Wealth Advisors, LLC16,274$645K0.04%-48,71613F-HRTimeline
Glenmede Investment Management, LP16,267$644K<0.01%+6,99913F-HRTimeline
AE Wealth Management LLC16,181$641K<0.01%-1,78813F-HRTimeline
M Wealth Management, LLC16,113$638K0.56%+27113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV16,061$636K0.18%+10513F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC16,025$635K0.07%+1,00013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp15,230$603K<0.01%013F-HRTimelineGroup
One Wealth Advisors, LLC15,225$603K0.08%-2,81613F-HRTimeline
Aspen Grove Capital, LLC15,025$595K0.1%013F-HRTimeline
5T Wealth, LLC14,909$591K0.26%-2,69713F-HRTimeline
HEADINVEST, LLC14,580$578K0.12%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,503$574K0.01%new13F-HRTimeline
Spectrum Planning & Advisory Services I…14,419$571K0.32%+70913F-HRTimeline
Concorde Asset Management, LLC14,150$566K0.24%13F-HRTimeline
Quantinno Capital Management LP13,827$548K<0.01%+2,38313F-HRTimeline
ProVise Management Group, LLC13,805$547K0.04%+93513F-HRTimeline
Balefire, LLC13,524$536K0.11%-15213F-HRTimeline
MTM FINANCIAL GROUP, LLC13,400$531K0.26%+5,23013F-HRTimeline
FIRST AMERICAN TRUST, FSB13,351$529K0.04%013F-HRTimeline
Cannon Wealth Management Services, LLC13,093$519K0.39%-1413F-HRTimeline
SYNOVUS FINANCIAL CORP12,640$501K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC12,572$498K0.1%013F-HRTimeline
Certus Wealth Management, LLC12,276$486K0.29%+2,39413F-HRTimeline
Clear Creek Financial Management, LLC12,188$483K0.04%-8613F-HRTimeline
Redwood Financial Network Corp12,087$479K0.3%+2,13413F-HRTimeline
Venturi Wealth Management, LLC12,000$475K0.02%+1,59313F-HRTimeline
Canopy Partners, LLC11,970$474K0.16%013F-HRTimeline
Merkkuri Wealth Advisors LLC11,937$473K0.34%-1,23113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,847$469K<0.01%-9,92813F-HRTimelineGroup
Compound Planning, Inc.11,812$468K0.02%-18,11413F-HRTimeline
Keebeck Wealth Management11,725$464K0.05%-63713F-HRTimeline
Allie Family Office LLC11,633$461K0.22%+4,02613F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,582$459K0.04%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,533$457K0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,471$454K0.02%-16,25613F-HRTimelineGroup
Arkadios Wealth Advisors11,047$438K0.01%-68913F-HRTimeline
Central Pacific Bank - Trust Division10,595$420K0.05%013F-HRTimeline
DAVENPORT & Co LLC10,517$417K<0.01%new13F-HRTimeline
Saxony Capital Management, LLC10,240$406K0.27%-35,62713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,101$400K0.01%013F-HRTimeline
Hamilton Wealth, LLC10,090$400K0.08%013F-HRTimeline
JPL Wealth Management, LLC9,956$394K0.09%-42313F-HRTimeline
B. Riley Wealth Advisors, Inc.9,820$389K0.02%+3,71413F-HRTimeline
Western Wealth Management, LLC9,812$389K0.02%+13813F-HRTimeline
Tandem Investment Partners LLC9,800$388K0.32%-1,50013F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,731$385K<0.01%-15,37613F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP9,691$384K0.01%-9613F-HRTimeline
McKinley Carter Wealth Services, Inc.9,458$375K0.02%013F-HRTimeline
Golden State Wealth Management, LLC9,435$374K0.04%-99513F-HRTimeline
Milestone Asset Management Group, LLC9,345$370K0.23%+1713F-HRTimeline
Keystone Financial Group9,246$366K0.03%-171,00013F-HR/ATimeline
Glass Jacobson Investment Advisors llc9,206$365K0.13%-2,93213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…9,147$362K0.11%+1,25413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,131$362K0.02%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,029$358K0.11%+2613F-HRTimeline
HB Wealth Management, LLC9,018$357K<0.01%-48313F-HRTimeline
Capital Advisors, Ltd. LLC9,019$357K0.04%013F-HRTimeline
Affinity Capital Advisors, LLC8,895$356K0.05%+113F-HRTimeline
Yukon Wealth Management, Inc.8,946$354K0.12%-13813F-HRTimeline
GRIES FINANCIAL LLC8,807$349K0.06%-2,35413F-HRTimeline
Stokes Family Office, LLC8,806$349K0.03%-79813F-HRTimeline
NWAM LLC8,426$343K0.02%-46813F-HR/ATimeline
IFG Advisory, LLC8,587$340K0.02%+44213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,555$339K<0.01%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC8,400$333K0.11%-4,36713F-HRTimeline
Compass Ion Advisors, LLC8,385$332K0.03%-18513F-HRTimeline
Evanson Asset Management, LLC8,371$332K0.02%+14013F-HRTimeline
Leo Wealth, LLC8,271$328K0.04%013F-HRTimeline
Clearwater Capital Advisors, LLC8,258$327K0.03%013F-HRTimeline
Chesley Taft & Associates LLC8,214$325K0.01%013F-HRTimeline
Heritage Wealth Advisors8,103$321K0.01%013F-HRTimeline
Park Square Financial Group, LLC8,004$317K1.37%-7,62613F-HRTimeline
MGO ONE SEVEN LLC7,978$316K0.01%-8113F-HRTimeline
PUREfi Wealth, LLC7,933$314K0.24%-96513F-HRTimeline
Redhawk Wealth Advisors, Inc.7,884$312K0.04%new13F-HRTimeline
EHRLICH FINANCIAL GROUP7,863$311K0.18%-36113F-HRTimeline
Laird Norton Wetherby Wealth Management…7,828$310K0.01%+5013F-HRTimeline
Mach-1 Financial Group, LLC7,626$302K0.05%new13F-HRTimeline
Integrity Advisory Solutions, LLC7,626$302K0.05%13F-HRTimeline
Chicago Partners Investment Group LLC7,278$299K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,540$299K<0.01%-71213F-HRTimelineGroup
SIMA Wealth Partners, LLC7,479$296K0.23%-13313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,466$296K<0.01%+3,51613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,438$295K<0.01%new13F-HRTimeline
Betterment LLC7,297$289K<0.01%-13613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,034$289K0.01%new13F-HRTimelineGroup
Richardson Capital Management LLC7,179$284K0.14%+20913F-HRTimeline
Wealthfront Advisers LLC7,008$278K<0.01%+86213F-HRTimeline
MCMORGAN & CO LLC6,850$271K0.04%-1,159,67713F-HRTimeline
WT Wealth Management6,789$267K0.08%-115,12413F-HRTimeline
West Wealth Group, LLC6,579$265K0.06%-35,94513F-HRTimeline
City State Bank6,550$259K0.07%-15013F-HRTimeline
Snowden Capital Advisors LLC6,448$255K0.01%+50613F-HRTimeline
Modera Wealth Management, LLC6,372$252K<0.01%+1313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,355$252K<0.01%-39213F-HRTimelineGroup
PKS Advisory Services, LLC6,346$251K0.05%-68813F-HRTimeline
LVW Advisors, LLC6,321$250K0.03%-12,03813F-HRTimeline
Glenview Trust Co6,155$244K<0.01%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,976$237K<0.01%+9313F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC5,938$235K0.02%new13F-HRTimeline
Vise Technologies, Inc.5,905$234K0.01%-7,20913F-HRTimeline
Curtis Advisory Group, LLC5,904$234K0.05%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,895$234K-358Timeline
TSA Wealth Managment LLC5,858$232K0.08%-1413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,823$231K<0.01%-3313F-HR/ATimelineGroup
Patton Albertson Miller Group, LLC5,785$229K0.03%-4,55013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,746$228K0.07%-21713F-HRTimeline
Demars Financial Group, LLC5,734$227K0.08%-24513F-HRTimeline
Signal Advisors Wealth, LLC5,724$227K0.02%new13F-HRTimeline
Sharkey, Howes & Javer5,722$227K0.03%-1,21613F-HRTimeline
RWA WEALTH PARTNERS, LLC5,690$225K<0.01%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,541$219K0.01%013F-HRTimelineGroup
Turning Point Benefit Group, Inc.5,346$213K0.13%-5,02013F-HRTimeline
Gotham Asset Management, LLC5,320$211K<0.01%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,300$210K0.01%013F-HRTimeline
Horst & Graben Wealth Management LLC5,279$209K0.03%-5,90813F-HRTimeline
SIERRA OCEAN, LLC5,247$208K0.17%-1,04013F-HRTimeline
NorthCoast Asset Management LLC5,200$206K<0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,143$204K0.01%new13F-HRTimeline
TFB Advisors LLC5,050$203K0.06%new13F-HRTimeline
LongView Wealth Management5,098$202K0.05%new13F-HRTimeline
Parallel Advisors, LLC4,937$196K<0.01%+18713F-HRTimeline
Tortoise Investment Management, LLC4,767$189K0.02%013F-HRTimeline
CoreCap Advisors, LLC4,732$187K0.01%-27713F-HRTimeline
Retirement Wealth Solutions LLC4,218$167K0.11%-4,04613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,010$159K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.3,982$158K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,976$157K<0.01%-12,20713F-HR/ATimeline
Barnes Dennig Private Wealth Management…3,962$157K0.17%+28513F-HRTimeline
Smartleaf Asset Management LLC3,913$154K0.01%-5113F-HRTimeline
Aptus Capital Advisors, LLC3,631$144K<0.01%-54613F-HRTimeline
Stone House Investment Management, LLC3,439$136K0.02%-6,93113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,306$131K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO3,099$125K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC3,121$124K0.02%+34213F-HRTimeline
Elequin Capital, LP2,991$118K0.01%-23,90013F-HRTimeline
Sunbelt Securities, Inc.1,944$77K0.01%+1,90713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,920$76K<0.01%-38713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,866$73.9K<0.01%-2,18713F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,860$73.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,713$67.9K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,590$63K<0.01%+1,14413F-HRTimeline
Parkside Financial Bank & Trust1,559$61.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,500$59.4K0.03%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,465$58K<0.01%-1,18213F-HRTimelineGroup
Allworth Financial LP1,353$53.6K<0.01%-4113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,299$51K0.02%+52613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,240$49.1K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,127$44.6K<0.01%+79713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,104$43.7K<0.01%-913F-HRTimeline
Scarborough Advisors, LLC1,074$42.6K0.01%-1,56713F-HRTimeline
Blue Trust, Inc.990$39.2K<0.01%-17313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.945$37.4K<0.01%-2,99213F-HRTimelineGroup
Northwest Capital Management Inc925$36.6K0.04%-96013F-HRTimeline
Beaird Harris Wealth Management, LLC922$36.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC848$34K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC825$32.7K<0.01%-3,99713F-HRTimeline
Vermillion & White Wealth Management Gr…804$31.8K0.02%-74,42713F-HRTimeline
MCF Advisors LLC669$26.5K<0.01%new13F-HRTimeline
Ameliora Wealth Management Ltd.645$25.5K0.01%-7,02013F-HRTimeline
WOLFF WIESE MAGANA LLC625$24.8K0.01%new13F-HRTimeline
Kilter Group LLC615$24.4K0.01%-42213F-HRTimeline
LGT Financial Advisors LLC551$21.8K0.05%-26513F-HRTimeline
Bogart Wealth, LLC546$21.6K<0.01%013F-HRTimeline
SOFI WEALTH, LLC519$20.6K<0.01%-457,35413F-HRTimeline
Wealthspire Advisors, LLC498$19.7K<0.01%new13F-HRTimeline
Hemington Wealth Management500$19K<0.01%013F-HRTimeline
Realta Investment Advisors458$18.1K0.01%013F-HRTimeline
Paladin Advisory Group, LLC435$17.2K0.01%013F-HRTimeline
Wells Financial Advisors INC425$16.8K0.02%013F-HRTimeline
Sound Income Strategies, LLC409$16.6K<0.01%+25613F-HRTimeline
Family Legacy Financial Solutions, LLC412$16.3K0.01%new13F-HRTimeline
Collier Financial360$14.2K0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.330$13.1K<0.01%013F-HRTimeline
Rossby Financial, LCC314$12.5K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.286$11.3K0.03%013F-HRTimeline
PRIVATE TRUST CO NA284$11.2K<0.01%-4,28413F-HRTimeline
Team Financial Group, LLC277$11K0.01%+413F-HRTimeline
Harbor Asset Planning, Inc.264$10.5K0.01%+513F-HRTimeline
Strategic Investment Advisors / MI15,578$8.52K<0.01%new13F-HR/ATimeline
Physician Wealth Advisors, Inc.213$8.44K<0.01%-14213F-HRTimeline
Tripletail Wealth Management, LLC198$8.03K0.01%new13F-HRTimeline
AlphaCore Capital LLC199$7.88K<0.01%+313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…196$7.76K<0.01%+413F-HRTimeline
Larson Financial Group LLC195$7.72K<0.01%-26313F-HRTimeline
Jackson Hole Capital Partners, LLC180$7.13K<0.01%new13F-HRTimeline
Smithfield Trust Co176$7K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.163$6.46K0.01%-9013F-HRTimeline
CENTRAL TRUST Co157$6.22K<0.01%+12513F-HRTimeline
Archer Investment Corp143$5.66K<0.01%013F-HRTimeline
TSFG, LLC92$4K<0.01%013F-HRTimeline