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Disclosery

HEFA ISHARES TR

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SHS (fund)

426 managers (437 13F filers) reported a position in HEFA shares at 2026-03-31, 137,888,054 shares in all. 42 filers opened a position and 37 filers sold out during the quarter.

Managers
426
13F filers
437
New
42
Added
105
Reduced
176
Sold out
37
Shares held by filers
137,888,054

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OneDigital Investment Advisors LLC21,222$902K0.01%-180,69813F-HRTimeline
MA Private Wealth21,161$899K0.15%-1,67513F-HRTimeline
World Investment Advisors21,005$893K0.01%+29313F-HRTimeline
IFP Advisors, Inc20,695$879K0.02%+16,78413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC20,665$878K0.09%013F-HRTimeline
Summit Investment Advisory Services, LLC20,035$851K0.32%-22613F-HRTimeline
Creative Planningin group Creative Planning19,712$838K<0.01%-1,91613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,466$827K0.02%+53613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,188$815K0.01%-16,45513F-HRTimelineGroup
Meridian Wealth Management, LLC18,910$804K0.03%-38313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO18,356$780K0.02%-50713F-HRTimeline
Berkeley, Inc17,823$757K0.25%-55013F-HRTimeline
MTM FINANCIAL GROUP, LLC17,509$744K0.35%+28413F-HRTimeline
Sage Mountain Advisors LLC17,361$738K0.05%-5,52513F-HRTimeline
Meridian Wealth Advisors, LLC17,221$732K0.1%+2,09613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,152$729K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors17,029$724K0.01%+5,42713F-HRTimeline
71 West Capital Partners17,022$723K0.03%new13F-HRTimeline
Arax Advisory Partners16,807$714K0.02%+12,48713F-HRTimeline
Sowell Financial Services LLC16,731$711K0.03%-27213F-HRTimeline
&PARTNERS16,344$695K<0.01%-2,86613F-HRTimeline
ProVise Management Group, LLC16,233$690K0.05%+1,38013F-HRTimeline
Balefire, LLC16,181$688K0.13%-63713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,141$686K<0.01%+6,20513F-HRTimelineGroup
Detalus Advisors, LLC16,040$682K0.16%-18313F-HRTimeline
Sequoia Financial Advisors, LLC15,906$676K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC15,809$672K<0.01%+5,30913F-HRTimeline
M Wealth Management, LLC15,804$672K0.57%-60013F-HRTimeline
AE Wealth Management LLC15,736$669K<0.01%-9813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,698$667K<0.01%new13F-HRTimelineGroup
Provident Living Financial Services, In…15,192$646K0.71%-33213F-HRTimeline
Wellington Grp LLC15,112$642K0.2%013F-HRTimeline
Strategic Blueprint, LLC15,071$640K0.04%-1,13713F-HRTimeline
Aspen Grove Capital, LLC15,025$638K0.12%013F-HRTimeline
Clark Capital Management Group, Inc.14,697$625K<0.01%-113F-HRTimeline
Icon Wealth Advisors, LLC14,296$622K0.04%-1,26213F-HRTimeline
HEADINVEST, LLC14,580$620K0.13%013F-HRTimeline
Spectrum Planning & Advisory Services I…14,546$618K0.31%-8913F-HRTimeline
Concorde Asset Management, LLC13,939$592K0.29%-19513F-HRTimeline
MOR Wealth Management, LLC13,860$589K0.27%013F-HRTimeline
Wealthfront Advisers LLC13,580$577K<0.01%+3,10513F-HRTimeline
5T Wealth, LLC13,379$569K0.22%-18013F-HRTimeline
FIRST AMERICAN TRUST, FSB12,761$542K0.04%-59013F-HRTimeline
Cranbrook Wealth Management, LLC12,572$534K0.11%013F-HRTimeline
Parallel Advisors, LLC12,505$531K0.01%+7,75513F-HR/ATimeline
PFG Advisors12,228$520K0.03%+59513F-HRTimeline
Merkkuri Wealth Advisors LLC12,152$516K0.34%013F-HRTimeline
Redwood Financial Network Corp12,138$516K0.34%-24913F-HRTimeline
Mach-1 Financial Group, LLC11,980$509K0.18%+2,61213F-HRTimeline
Canopy Partners, LLC11,970$509K0.17%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,582$492K0.04%013F-HRTimeline
Daviman Financial, LLC11,525$490K0.29%-2,97113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,296$480K<0.01%+4,37813F-HRTimelineGroup
One Wealth Advisors, LLC11,144$474K0.06%-2,23613F-HRTimeline
Interchange Capital Partners, LLC12,739$462K0.15%new13F-HRTimeline
Stone Summit Wealth LLC10,683$454K0.13%-44,26313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,565$449K<0.01%+50013F-HRTimelineGroup
Clear Creek Financial Management, LLC10,526$447K0.03%-40313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,101$429K0.01%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,039$427K<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC10,028$426K0.02%-64013F-HR/ATimeline
Compound Planning, Inc.9,993$425K0.01%-61913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,691$412K0.01%013F-HRTimeline
Cannon Wealth Management Services, LLC9,557$406K0.27%-2213F-HRTimeline
B. Riley Wealth Advisors, Inc.9,717$403K0.03%013F-HRTimeline
PAX Financial Group, LLC9,350$397K0.07%-1,44213F-HRTimeline
Milestone Asset Management Group, LLC9,167$390K0.23%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,131$388K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC9,019$383K0.04%013F-HRTimeline
HB Wealth Management, LLC8,953$380K<0.01%-1113F-HRTimeline
Glass Jacobson Investment Advisors llc8,952$380K0.13%-23013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,929$379K0.11%-6613F-HRTimeline
GC Wealth Management RIA, LLC8,898$378K0.02%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.8,727$371K0.02%-2113F-HRTimeline
FINANCIAL LIFE ADVISORS8,659$368K0.11%-5,23813F-HRTimeline
Evanson Asset Management, LLC8,522$362K0.02%013F-HRTimeline
Integrity Advisory Solutions, LLC8,493$361K0.05%-31913F-HRTimeline
JPL Wealth Management, LLC8,419$358K0.08%013F-HR/ATimeline
MGO ONE SEVEN LLC8,398$357K0.01%+31013F-HRTimeline
Turning Point Benefit Group, Inc.10,769$356K0.23%+6,04513F-HRTimeline
Leo Wealth, LLC8,271$351K0.03%013F-HRTimeline
Keebeck Wealth Management8,264$351K0.04%-58113F-HRTimeline
Chesley Taft & Associates LLC8,214$349K0.01%013F-HRTimeline
Maltin Wealth Management, Inc.8,147$346K0.13%-34,55813F-HRTimeline
Heritage Wealth Advisors8,103$344K0.01%013F-HRTimeline
NWAM LLC8,071$343K0.02%-2613F-HRTimeline
Clearwater Capital Advisors, LLC8,069$343K0.03%013F-HRTimeline
Vise Technologies, Inc.8,237$341K0.01%013F-HRTimeline
ARWA LLC7,677$340K0.17%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP7,900$336K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP7,890$335K<0.01%-2,17913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,875$335K0.01%-30513F-HRTimelineGroup
Chicago Partners Investment Group LLC7,346$325K0.01%+6813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding7,462$325K+341Timeline
SMART Wealth LLC7,613$324K0.09%new13F-HRTimeline
SIMA Wealth Partners, LLC7,479$318K0.24%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,467$317K<0.01%-27713F-HRTimeline
Guardian Capital, LLC7,210$306K0.29%new13F-HRTimeline
Richardson Capital Management LLC7,178$305K0.15%+513F-HRTimeline
Affinity Capital Advisors, LLC7,132$303K0.04%-1,17413F-HRTimeline
OpenArc Corporate Advisory, LLC7,084$301K<0.01%new13F-HRTimeline
PUREfi Wealth, LLC7,030$299K0.2%-90313F-HRTimeline
Redhawk Wealth Advisors, Inc.6,878$292K0.03%-1,11613F-HRTimeline
SHP Wealth Management6,734$286K0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,557$279K0.01%-1,72013F-HRTimeline
City State Bank6,550$278K0.07%013F-HRTimeline
Modera Wealth Management, LLC6,440$274K<0.01%+6813F-HRTimeline
LVW Advisors, LLC6,321$269K0.03%013F-HRTimeline
National Wealth Management Group, LLC6,281$267K0.1%new13F-HRTimeline
RAM Investment Partners, LLC6,270$266K0.05%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,987$254KnewTimeline
DAYMARK WEALTH PARTNERS, LLC5,897$251K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,860$249K0.01%-11513F-HRTimelineGroup
Curtis Advisory Group, LLC5,773$245K0.05%-4213F-HRTimeline
Glenview Trust Co5,770$245K<0.01%013F-HRTimeline
Yukon Wealth Management, Inc.5,769$245K0.15%-78113F-HRTimeline
Demars Financial Group, LLC5,734$244K0.08%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,695$242K0Timeline
RWA WEALTH PARTNERS, LLC5,690$242K<0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,606$238K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding5,587$237K-11,609Timeline
Golden State Wealth Management, LLC5,564$236K0.03%-1,73113F-HRTimeline
Brooklyn Investment Group5,507$234K0.01%new13F-HRTimeline
LongView Wealth Management5,178$231K0.06%013F-HRTimeline
Kovack Advisors, Inc.5,383$231K0.01%-12113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,431$231K0.07%-1,98213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,415$230K0.04%-1,14513F-HRTimeline
Patton Albertson Miller Group, LLC5,380$229K0.03%013F-HRTimeline
Mosley Wealth Management5,758$228K0.1%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,300$225K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,293$225K<0.01%-2,48213F-HRTimeline
OPTIMA CAPITAL LLC5,285$225K0.1%+3,27613F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,320$224K0.07%+1,22713F-HRTimeline
Paladin Advisory Group, LLC5,181$220K0.17%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,106$217K<0.01%-6213F-HRTimelineGroup
Betterment LLC5,069$215K<0.01%-95013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,042$214K0.01%013F-HRTimeline
Park Square Financial Group, LLC4,923$209K1.59%-1,52013F-HRTimeline
Hamilton Wealth, LLC4,890$208K0.04%-5,20013F-HR/ATimeline
Sharkey, Howes & Javer4,862$207K0.03%-55813F-HRTimeline
Tortoise Investment Management, LLC4,767$203K0.02%new13F-HRTimeline
Capital Square, LLC4,582$202K0.09%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,419$188K<0.01%-6213F-HRTimelineGroup
Retirement Wealth Solutions LLC4,218$179K0.11%013F-HRTimeline
MATHER GROUP, LLC.3,982$169K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,880$165K0.01%-21013F-HRTimeline
Smartleaf Asset Management LLC3,864$160K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,493$148K<0.01%-113F-HRTimeline
WHITTIER TRUST CO3,099$134K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,078$131K0.01%+1,36513F-HRTimeline
Founders Financial Alliance, LLC2,794$119K0.02%+19813F-HRTimeline
Manchester Capital Management LLC2,279$96.8K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,900$80.7K<0.01%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,860$79K0.01%013F-HRTimeline
Allworth Financial LP1,831$77.8K<0.01%-9313F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,807$76.8K0.08%013F-HRTimeline
Stone House Investment Management, LLC1,580$67.1K0.01%-14513F-HRTimeline
Parkside Financial Bank & Trust1,559$66.2K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,497$63.6K0.05%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,398$59K<0.01%013F-HRTimelineGroup
Triumph Capital Management1,243$52.8K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,240$52.7K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,232$52.4K<0.01%-3,04313F-HRTimeline
Sunbelt Securities, Inc.1,206$51.3K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,186$50K<0.01%+33813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,034$43.9K<0.01%-7013F-HRTimeline
Blue Trust, Inc.881$37.4K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO860$36.5K<0.01%-3,15013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC837$35.6K<0.01%013F-HRTimeline
Atomic Invest LLC833$34.6K0.02%-1913F-HRTimeline
Vision Retirement, LLC752$32K0.01%-29513F-HRTimeline
Noble Wealth Management PBC750$31.9K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.729$31K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Millstone Evans Group, LLC707$30K0.02%013F-HRTimeline
PRIVATE TRUST CO NA670$28.5K<0.01%013F-HRTimeline
Clark Wealth Partners649$27.6K0.02%-70,48413F-HRTimeline
Ameliora Wealth Management Ltd.645$27.4K0.01%013F-HRTimeline
Synergy Investment Management, LLC626$26.6K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC612$26K0.01%013F-HRTimeline
YANKCOM Partnership580$24.6K0.01%new13F-HRTimeline
Scarborough Advisors, LLC538$22.9K<0.01%-55613F-HRTimeline
WealthShield Partners, LLC510$21.7K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA488$20.7K0.05%013F-HRTimeline
Realta Investment Advisors458$19.5K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC453$19.3K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.441$18.7K<0.01%-313F-HRTimeline
Sound Income Strategies, LLC409$17.7K<0.01%013F-HRTimeline
McIlrath & Eck, LLC389$16.5K<0.01%013F-HRTimeline
Bogart Wealth, LLC385$16.4K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC300$12.7K<0.01%new13F-HRTimeline
Collier Financial298$12.7K0.01%+113F-HRTimeline
JDM Financial Group LLC296$12.6K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.286$12.2K0.04%013F-HRTimeline
Capital Advisor Network LLC279$11.9K0.02%13F-HR/ATimeline
Godfrey Financial Associates, Inc.253$10.8K0.01%013F-HRTimeline
Sunrise Financial Services, LLC245$10.4K0.01%013F-HRTimeline
SOFI WEALTH, LLC237$10.1K<0.01%+213F-HRTimeline
Team Financial Group, LLC223$9.46K<0.01%013F-HRTimeline
AlphaCore Capital LLC203$8.61K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC192$8.16K<0.01%013F-HRTimeline