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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,290,296$1.95B0.28%+1,248,82013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,745,127$228M0.05%-873,19313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,509,306$218M2.94%+114,44113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,249,946$208M-1,970,934Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,066,641$201M0.01%-1,208,60413F-HR/ATimelineGroup
Dynasty Wealth Management, LLC4,194,769$166M2.22%+556,88913F-HRTimeline
Quotient Wealth Partners, LLC4,045,438$160M4.39%+189,77013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,829,421$152M1.09%-107,52013F-HRTimelineGroup
LPL Financial LLC3,573,620$142M0.04%-1,837,89813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,424,108$136M0.09%+1,533,88713F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,334,727$132M5.25%+143,99013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,226,013$128M0.01%+92,84613F-HR/ATimelineGroup
Waverly Advisors, LLC2,395,461$94.9M0.95%+213,03213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,227,195$88.2M0.02%-151,96613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,987,842$78.7M0.01%-64,31113F-HRTimelineGroup
NorthRock Partners, LLC1,794,056$71.1M1.29%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,772,451$70.2M0.01%-34,10213F-HR/ATimelineGroup
First Interstate Bank1,434,508$56.8M3.14%-18,83313F-HRTimeline
Cetera Investment Advisers1,399,884$55.4M0.06%+353,68313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,366,089$53.8M0.08%+22,83813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,313,430$52M0.02%-95,22213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,157,914$45.9M0.12%-318,05813F-HRTimeline
Jordan Park Group LLC1,044,396$41.4M2.36%+255,23313F-HRTimeline
UBS Group AGin group UBS Group AG1,020,889$40.4M0.01%+17,71413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC951,243$37.7M0.05%+88,98313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\877,392$34.8M0.04%-16,36913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…861,590$34.1M0.02%+57,05013F-HRTimelineGroup
Blankinship & Foster, LLC824,372$32.7M7.14%+21,46013F-HRTimeline
Verde Capital Management719,014$28.5M6.31%+59,19213F-HRTimeline
SACHEM HILL LLC673,247$26.7M5.33%-31,45413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…645,426$25.6M0.05%-1,32513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC581,654$23M0.03%-39,36313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC521,948$20.7M7.25%+34,52113F-HRTimeline
Prasad Wealth Partners, LLC452,737$17.9M5%-10,28313F-HRTimeline
Cambridge Investment Research Advisors,…446,230$17.7M0.05%-22,25513F-HRTimeline
Gitterman Wealth Management, LLC442,646$17.5M4.02%+1,47413F-HRTimeline
Crumly & Associates Inc.438,502$17.4M3.8%+11,08213F-HRTimeline
Valeo Financial Advisors, LLC433,765$17.2M0.39%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…431,635$17.1M10.95%+2,95713F-HRTimeline
BOKF, NAin group BOKF, NA428,583$17M0.26%+11,27613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA409,270$16.2M0.04%-527,03213F-HRTimelineGroup
FLOW TRADERS U.S. LLC393,953$15.6M0.63%-2,18613F-HRTimeline
Denver PWM, LLC404,319$15.3M4.79%013F-HRTimeline
Prime Capital Investment Advisors, LLC352,476$14M0.18%-8,21713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA352,209$14M<0.01%-54,26113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC346,385$13.7M0.06%new13F-HRTimelineGroup
WESCAP Management Group, Inc.334,418$13.2M2.78%-1,10313F-HRTimeline
Lighthouse Wealth Management Inc.324,495$12.9M10.43%-8,75513F-HRTimeline
Modern Wealth Management, LLC321,482$12.7M0.25%+6,72213F-HRTimeline
Csenge Advisory Group304,934$12.1M0.58%-1,54013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding289,958$11.5M-12,547Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC271,376$10.7M0.04%+49013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp265,497$10.5M<0.01%-7,45513F-HRTimelineGroup
Vertex Planning Partners, LLC248,026$9.82M1.88%+8,19513F-HRTimeline
NEPC LLC237,827$9.42M0.25%+36,97313F-HRTimeline
CX Institutional233,308$9.24M0.28%+195,15413F-HRTimeline
PCA Investment Advisory Services Inc.230,031$9.11M3.37%+25,77513F-HRTimeline
Darrow Company, Inc.224,070$9.1M4.22%+20,95813F-HRTimeline
Avidian Wealth Enterprises, LLC228,224$9.04M0.34%-2,11413F-HRTimeline
Weaver Capital Management LLC223,367$8.85M1.93%-182,55613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…216,421$8.57M0.02%+105,63413F-HRTimelineGroup
Farther Finance Advisors, LLC216,109$8.56M0.13%-54,31413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding212,820$8.43M-44,558Timeline
Cyr Financial Inc.212,616$8.42M5.75%+9,86213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP208,246$8.22M0.01%+52,96413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…205,212$8.13M0.16%+6,71913F-HRTimelineGroup
OneDigital Investment Advisors LLC201,787$7.99M0.08%-17,90513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC188,295$7.46M0.01%+5,87113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL185,987$7.37M0.02%+47,26713F-HRTimeline
Global Retirement Partners, LLC184,843$7.32M0.16%+12,51613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC176,237$6.98M0.01%+146,06913F-HRTimelineGroup
Crescent Grove Advisors, LLC157,916$6.26M0.6%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC157,609$6.24M1.72%-360,78813F-HRTimeline
MA Private Wealth153,944$6.1M1.03%-4,67213F-HRTimeline
RFG Advisory, LLC152,437$6.04M0.12%+6,05613F-HRTimeline
Ifrah Financial Services, Inc.150,039$5.94M1.54%-61313F-HRTimeline
Precision Wealth Strategies, LLC143,806$5.7M1.85%-8,38613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…134,393$5.44M0.01%-1,96713F-HRTimeline
Summit Asset Management, LLC135,870$5.38M0.83%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC133,189$5.28M<0.01%+12,21013F-HRTimelineGroup
Sanctuary Advisors, LLC126,159$5M0.03%-24,57913F-HR/ATimeline
Delta Wealth Advisors LLC122,248$4.84M3.79%+83313F-HRTimeline
Mutual Advisors, LLC117,770$4.81M0.11%-22,96813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP118,621$4.7M<0.01%-20,17413F-HRTimelineGroup
DecisionMap Wealth Management, LLC117,954$4.67M3%+1,67213F-HRTimeline
Roof Eidam Maycock Peralta, LLC117,875$4.67M1.14%-6,75013F-HRTimeline
ARQ WEALTH ADVISORS, LLC115,212$4.56M1.35%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC114,820$4.55M0.39%+2,02013F-HRTimelineGroup
Future Financial Wealth Managment LLC114,076$4.52M2.84%+2,29213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.113,315$4.49M0.11%+4,98913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co112,698$4.46M0.05%013F-HRTimelineGroup
Friedenthal Financial112,470$4.45M2.3%+111,26913F-HRTimeline
Steward Partners Investment Advisory, L…111,068$4.4M0.03%+4,73713F-HRTimeline
Cornerstone Planning Group LLC105,564$4.33M0.69%-1,05913F-HRTimeline
Traveka Wealth, LLC106,753$4.23M1.89%-31,74013F-HRTimeline
IVC Wealth Advisors LLC104,001$4.12M1.84%+1,39913F-HRTimeline
Regal Investment Advisors LLC103,874$4.11M0.27%+3,57913F-HRTimeline
Bigelow Investment Advisors, LLC102,451$4.06M1.64%+19,96913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC101,901$4.04M0.09%+4,47913F-HRTimeline
Capital Asset Advisory Services LLC101,747$4.03M0.17%+4,12013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC100,077$3.96M0.24%+7,70913F-HRTimeline
CVFG LLC97,545$3.86M2.79%+1,40313F-HRTimeline
Sigma Planning Corp96,277$3.81M0.11%-29,38013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC96,104$3.81M1.41%-160,48613F-HRTimeline
Cypress Capital, LLC93,638$3.71M1.06%-4,04013F-HRTimeline
Burns Matteson Capital Management, LLC88,391$3.5M1.47%+25,30513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP85,098$3.37M<0.01%+9,33513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management82,896$3.28M0.11%-6,11513F-HRTimelineGroup
IHT Wealth Management, LLC82,467$3.27M0.08%-2,40913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …79,016$3.13M0.18%-8,58713F-HRTimeline
Janney Montgomery Scott LLC78,577$3.11M0.01%new13F-HRTimeline
HighTower Advisors, LLC76,923$3.05M<0.01%-15,18013F-HRTimeline
MAI Capital Management75,055$2.97M0.02%+7,69313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\75,000$2.97M<0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC74,946$2.97M0.05%-124,52313F-HRTimeline
Clark Wealth Partners71,133$2.94M1.79%-118,22713F-HRTimeline
Financial Advisors, LLC74,218$2.94M0.52%013F-HRTimeline
AdvisorNet Financial, Inc73,503$2.91M0.16%-31,70013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC72,140$2.86M0.06%-26,34313F-HRTimelineGroup
VERITY Wealth Advisors72,104$2.86M1.8%+53913F-HRTimeline
Ashton Thomas Private Wealth, LLC69,771$2.76M0.07%+5,58413F-HRTimeline
Foundations Investment Advisors, LLC67,749$2.68M0.04%-9,28613F-HRTimeline
Aaron Wealth Advisors LLC67,561$2.68M0.16%-5,45513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC65,203$2.58M0.04%+28,70713F-HRTimelineGroup
Apella Capital, LLC61,193$2.47M0.05%-7,75813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …62,155$2.46M0.05%+1,09613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC62,024$2.46M0.02%-146,84713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,963$2.45M0.04%-37,11113F-HRTimelineGroup
FINANCIAL LIFE ADVISORS59,974$2.38M0.76%-14,83413F-HRTimeline
Stone Summit Wealth LLC58,197$2.31M0.65%-1,68013F-HRTimeline
SCOTIA CAPITAL INC.58,122$2.3M0.01%+1,29313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC56,527$2.24M0.32%-53513F-HRTimeline
FMR LLCin group FMR LLC54,632$2.16M<0.01%+5,11413F-HRTimelineGroup
Private Advisor Group, LLC54,284$2.15M0.01%+15213F-HRTimeline
BOK Financial Private Wealth, Inc.53,423$2.12M0.13%013F-HRTimeline
Integrated Wealth Concepts LLC52,914$2.1M0.02%-31,19013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY51,325$2.03M1.52%+3,37713F-HRTimeline
Merit Financial Group, LLC50,504$2M0.02%-48,22513F-HR/ATimeline
PFG Advisors48,284$1.91M0.08%-1,41313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC48,218$1.91M0.82%+13,76513F-HRTimeline
Grove Bank & Trust47,500$1.88M0.22%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,970$1.86M<0.01%+29,44513F-HRTimeline
Cornerstone Wealth Management, LLC46,846$1.86M0.1%-1,47513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC46,456$1.84M0.03%-17,04313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,749$1.81M<0.01%-155,36413F-HRTimelineGroup
NewEdge Advisors, LLC45,135$1.79M0.01%-96,05413F-HRTimeline
Summit Financial, LLC43,565$1.73M0.03%+1,68913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…43,561$1.73M0.02%+5113F-HRTimelineGroup
CWM, LLCin group CWM, LLC43,236$1.71M0.01%-283,17513F-HRTimelineGroup
TRUE Private Wealth Advisors42,095$1.67M0.17%+2,28213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…42,150$1.66M0.28%+33513F-HRTimelineGroup
Advisory Services Network, LLC41,921$1.66M0.02%+2,62013F-HRTimeline
OLD MISSION CAPITAL LLC40,571$1.61M0.06%+19,03613F-HRTimeline
Savvy Advisors, Inc.40,384$1.6M0.07%+1,12113F-HRTimeline
Maltin Wealth Management, Inc.40,242$1.59M0.66%+2,18313F-HRTimeline
Disciplined Investors, L.L.C.40,168$1.59M1.13%+9313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC39,906$1.58M0.48%+98813F-HRTimelineGroup
Wealth Preservation Advisors, LLC39,214$1.55M0.9%+16113F-HRTimeline
WCG Wealth Advisors LLC38,039$1.51M0.09%-42313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …37,738$1.49M0.04%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC37,661$1.49M0.04%+2,63913F-HRTimeline
Dynamic Advisor Solutions LLC37,215$1.47M0.04%013F-HRTimeline
MRWM Advisors, LLC36,706$1.45M0.83%-53613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,709$1.41M0.02%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…34,931$1.35M0.01%+2713F-HRTimeline
COMERICA BANK33,916$1.34M0.01%-2,76713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/33,018$1.31M<0.01%+2,09713F-HRTimelineGroup
Firestone Capital Management33,002$1.31M0.28%-1,04313F-HRTimeline
Valmark Advisers, Inc.32,745$1.3M0.02%+51613F-HRTimeline
CENTAURUS FINANCIAL, INC.32,226$1.28M0.06%-2,09313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,470$1.25M<0.01%+2,85513F-HRTimelineGroup
D. SCOTT NEAL, INC.31,360$1.24M0.57%+53213F-HRTimeline
GTS SECURITIES LLC30,432$1.21M0.05%new13F-HRTimeline
Trinity Wealth Management, LLC29,168$1.16M0.43%+70513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC28,703$1.14M0.17%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC28,017$1.11M0.38%+9213F-HRTimeline
Dorsey & Whitney Trust CO LLC27,816$1.1M0.06%013F-HRTimeline
Kathleen S. Wright Associates Inc.26,879$1.06M0.39%+2913F-HRTimeline
INTEGRITY ALLIANCE, LLC.26,725$1.06M0.05%+1,27713F-HRTimeline
Gladstone Institutional Advisory LLC26,074$1.03M0.04%-25613F-HRTimeline
LexAurum Advisors, LLC25,506$1.01M0.14%-3,50713F-HRTimeline
Sequoia Financial Advisors, LLC24,878$985K0.01%-1613F-HRTimeline
Cedar Wealth Management, LLC24,812$983K0.3%013F-HRTimeline
Creative Planningin group Creative Planning24,629$976K<0.01%-68213F-HRTimelineGroup
Prospera Financial Services Inc24,573$974K0.02%+5,78613F-HRTimeline
Perigon Wealth Management, LLC24,508$971K0.02%-2,12613F-HRTimeline
Strategic Blueprint, LLC23,879$946K0.04%+73313F-HRTimeline
Hobbs Group Advisors, LLC23,843$944K0.29%-26813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…23,558$933K0.14%+4,80213F-HRTimeline
Sage Mountain Advisors LLC22,886$907K0.05%013F-HRTimeline
Choate Investment Advisors22,056$874K0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,776$863K0.01%+1,19913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,038$833K0.02%+1,75013F-HRTimelineGroup
&PARTNERS21,085$821K0.01%-1,27513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,697$820K0.01%-3,32213F-HRTimelineGroup
Summit Investment Advisory Services, LLC20,459$810K0.32%-32713F-HR/ATimeline
Meridian Wealth Management, LLC20,160$799K0.03%-260,94313F-HRTimeline
PAX Financial Group, LLC19,946$790K0.14%-2,81213F-HRTimeline
WEDBUSH SECURITIES INC19,795$784K0.03%+11,18113F-HRTimeline
World Investment Advisors19,690$780K0.02%-41913F-HRTimeline