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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC48,091,087$2.04B0.27%-2,301,91513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,929,029$252M3.1%+272,28813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,597,809$195M+3,131,369Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,272,968$182M0.04%-631,80713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,222,263$175M0.01%-136,34513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,781,496$161M0.01%+151,40713F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,579,217$152M5.73%+136,94613F-HRTimeline
LPL Financial LLC3,542,299$151M0.04%-80,50213F-HRTimeline
Dynasty Wealth Management, LLC3,473,227$148M1.29%-80,63513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,454,761$147M0.09%-97,78413F-HRTimelineGroup
Quotient Wealth Partners, LLC3,367,759$143M3.77%-102,50513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,344,417$142M0.88%-179,82113F-HRTimelineGroup
NorthRock Partners, LLC3,074,762$131M2.11%+361,96813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,043,672$86.8M0.02%-62,30513F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,980,647$84.2M0.01%-9,79313F-HRTimelineGroup
Waverly Advisors, LLC1,927,453$81.9M0.61%-563,44213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,689,813$71.8M0.01%-132,37313F-HRTimelineGroup
Cetera Investment Advisers1,409,864$59.9M0.06%+62,92213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,248,667$53.1M0.08%-109,11613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,135,613$48.3M0.13%-123,47013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,033,324$43.9M0.03%+87,85213F-HRTimelineGroup
Jordan Park Group LLC995,388$42.3M2.25%-11,24513F-HRTimeline
FLOW TRADERS U.S. LLC984,500$41.8M1.32%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC937,602$39.8M0.01%+61,41213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC881,418$37.5M0.04%-108,04313F-HRTimelineGroup
Verde Capital Management831,540$35.3M7.56%+57,00713F-HRTimeline
Blankinship & Foster, LLC789,104$33.5M7.41%-21,22213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\780,909$33.2M0.04%-40,58513F-HRTimelineGroup
SACHEM HILL LLC693,072$29.5M5.7%-2,57813F-HRTimeline
Cambridge Investment Research Advisors,…645,820$27.4M0.07%+197,78113F-HRTimeline
Crumly & Associates Inc.616,666$26.2M5.51%+161,94413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC524,043$22.3M0.53%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding519,383$22.1M-487,247Timeline
Vestmark Advisory Solutions, Inc.518,815$22M0.24%new13F-HRTimeline
ACT WEALTH MANAGEMENT, LLC517,694$22M7.39%-2,21713F-HRTimeline
BOKF, NAin group BOKF, NA481,203$20.4M0.31%+41,11513F-HRTimelineGroup
Prasad Wealth Partners, LLC441,387$18.8M5.11%+5,46713F-HRTimeline
Tulsa Wealth Advisors, INC427,085$18.1M3.18%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…396,691$16.9M11.44%-37,87713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC359,081$15.3M0.02%-76,34913F-HRTimeline
Csenge Advisory Group353,633$15M0.69%-22,03913F-HRTimeline
WESCAP Management Group, Inc.350,321$14.9M2.93%+6,93513F-HRTimeline
Denver PWM, LLC332,933$14.9M5.11%-71,38613F-HRTimeline
Lighthouse Wealth Management Inc.344,555$14.6M9.95%+11,96413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA333,755$14.2M<0.01%-10,86513F-HRTimelineGroup
Modern Wealth Management, LLC320,077$13.8M0.24%-3,48613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP333,680$13.8M0.01%+81,24313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC311,823$13.3M0.15%-15,78313F-HRTimeline
TIAAgroup of 2 filers holding306,859$13M+15,845Timeline
PCA Investment Advisory Services Inc.295,941$12.6M4.2%+35,90713F-HRTimeline
CX Institutional273,350$11.6M0.35%+45,32213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC270,886$11.5M0.05%013F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC261,821$11.1M7.22%+28,43713F-HRTimeline
Vertex Planning Partners, LLC256,973$10.9M2.12%+6,00913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp255,080$10.8M<0.01%-21,32413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC253,975$10.8M0.04%-86,85313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\250,000$10.6M<0.01%013F-HRTimelineGroup
Cyr Financial Inc.248,421$10.6M6.21%+17,56413F-HRTimeline
NEPC LLC241,150$10.2M0.2%013F-HRTimeline
Independent Advisor Alliance237,809$10.1M0.11%new13F-HRTimeline
Darrow Company, Inc.223,202$9.48M4.27%+89513F-HRTimeline
Avidian Wealth Enterprises, LLC221,510$9.41M0.3%+9513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…220,549$9.37M0.17%+7,61413F-HRTimelineGroup
Crescent Grove Advisors, LLC218,230$9.27M0.92%+15,27913F-HRTimeline
Weaver Capital Management LLC212,575$9.03M1.96%-6,43613F-HRTimeline
BLAIR WILLIAM & CO/IL211,689$9M0.03%+12,42613F-HRTimeline
Farther Finance Advisors, LLC207,565$8.95M0.08%-15,21613F-HRTimeline
WELLINGTON-ALTUS USA INC.175,139$8.22M4.84%+7,03713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC192,344$8.17M0.01%+80813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding192,310$8.17M-29,513Timeline
RFG Advisory, LLC188,497$8.01M0.15%+30,57813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…168,096$7.14M0.01%-464,00413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP166,967$7.1M0.01%+79,31013F-HRTimelineGroup
Delta Wealth Advisors LLC161,958$6.88M5.24%+18,55013F-HRTimeline
Burns Matteson Capital Management, LLC153,040$6.5M2.53%+61,89213F-HRTimeline
ARQ WEALTH ADVISORS, LLC149,851$6.37M1.15%+10,01213F-HRTimeline
Keystone Financial Group149,704$6.36M0.44%+143,53413F-HRTimeline
Ifrah Financial Services, Inc.145,489$6.18M1.63%-2,44313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC142,517$6.06M<0.01%+6,51413F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC140,570$5.97M1.58%-7,59113F-HRTimeline
Geneos Wealth Management Inc.140,329$5.96M0.14%+82113F-HRTimeline
Bigelow Investment Advisors, LLC140,130$5.95M2.38%+22,84513F-HRTimeline
First Interstate Bank137,540$5.84M0.33%-1,288,46113F-HRTimeline
Summit Asset Management, LLC135,870$5.77M0.8%013F-HRTimeline
IVC Wealth Advisors LLC128,985$5.48M2.38%+22,37613F-HRTimeline
Steward Partners Investment Advisory, L…122,184$5.19M0.03%+3,77813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP120,199$5.11M<0.01%+14813F-HRTimelineGroup
Clarity Retirement & Wealth, LLC119,745$5.09M4.1%-19,81613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…118,144$5.02M0.15%+39,00213F-HR/ATimelineGroup
Friedenthal Financial116,371$4.95M2.48%+4,27413F-HRTimeline
Precision Wealth Strategies, LLC115,963$4.93M1.63%-15,48713F-HRTimeline
Roof Eidam Maycock Peralta, LLC114,975$4.89M1.12%013F-HRTimeline
Cornerstone Planning Group LLC110,171$4.87M0.65%-48413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co112,698$4.79M0.06%013F-HRTimelineGroup
DecisionMap Wealth Management, LLC109,895$4.67M3.02%-3,37913F-HRTimeline
Capital Asset Advisory Services LLC103,397$4.63M0.18%-1,62413F-HRTimeline
Sanctuary Advisors, LLC108,639$4.62M0.02%-8,58213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,417$4.33M0.01%-29,99113F-HRTimeline
Advyzon Investment Management, LLC101,330$4.31M0.39%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC101,277$4.3M0.26%+4,06813F-HRTimeline
CVFG LLC100,564$4.27M0.53%+3,18213F-HRTimeline
ALLIANCEBERNSTEIN L.P.100,067$4.14M<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…97,329$4.14M0.3%-4,53013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV96,276$4.09M0.01%+17,22913F-HRTimeline
MATTERS CAPITAL LLC96,271$4.09M3.63%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding96,122$4.08M-5,644Timeline
Cypress Capital, LLC94,203$4M1.14%-97313F-HRTimeline
Mutual Advisors, LLC92,689$3.94M0.08%-2,99113F-HRTimeline
Traveka Wealth, LLC90,153$3.83M1.46%-12,15313F-HRTimeline
Sigma Planning Corp87,800$3.73M0.1%-13,22613F-HRTimeline
Strategic Financial Concepts, LLC79,597$3.45M0.85%new13F-HRTimeline
Beacon Pointe Advisors, LLC79,600$3.38M0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…79,337$3.37M0.04%-8,76613F-HRTimelineGroup
IHT Wealth Management, LLC79,277$3.37M0.08%-4,36713F-HRTimeline
MAI Capital Management79,228$3.37M0.02%+2,73313F-HRTimeline
Ashton Thomas Private Wealth, LLC78,634$3.34M0.08%+4,03013F-HRTimeline
Janney Montgomery Scott LLC77,945$3.31M0.01%-1,12113F-HRTimeline
Kingsview Wealth Management, LLC76,273$3.24M0.04%-2,48913F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT70,634$2.92M3.71%13F-HRTimeline
HARBOUR INVESTMENTS, INC.68,574$2.91M0.04%+67,98213F-HRTimeline
AdvisorNet Financial, Inc68,543$2.91M0.15%-2,43713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…67,247$2.86M2.24%-92,07513F-HRTimeline
Savvy Advisors, Inc.66,436$2.82M0.08%+5,41013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,873$2.8M<0.01%new13F-HRTimelineGroup
Future Financial Wealth Managment LLC62,643$2.79M1.8%-50,29413F-HRTimeline
HighTower Advisors, LLC64,576$2.74M<0.01%-4,84313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …64,455$2.74M0.05%+1,81613F-HRTimelineGroup
FMR LLCin group FMR LLC64,291$2.73M<0.01%+2,36413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…62,183$2.64M0.01%-177,48213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC61,355$2.61M0.02%+2213F-HRTimelineGroup
Apella Capital, LLC57,021$2.57M0.04%-3,83913F-HRTimeline
Regal Investment Advisors LLC59,304$2.52M0.15%-36613F-HRTimeline
Envision Financial Transparency, LLC59,136$2.51M2.44%13F-HRTimeline
TRUE Private Wealth Advisors58,532$2.49M0.24%+16,13113F-HRTimeline
Shepherd Street Advisors LLC58,218$2.47M2.44%+9,22413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY57,323$2.44M1.57%+1,64913F-HRTimeline
Private Advisor Group, LLC56,707$2.41M0.01%-2,60613F-HRTimeline
Capital Developers, LLC55,028$2.34M2.11%-2,09313F-HRTimeline
Foundations Investment Advisors, LLC54,356$2.31M0.03%-8,79713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC52,444$2.23M0.74%+1,70313F-HRTimeline
Advisory Services Network, LLC50,458$2.14M0.03%+7,39113F-HRTimeline
Valmark Advisers, Inc.49,723$2.11M0.03%+1,69113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…49,439$2.1M0.16%+8,84313F-HRTimelineGroup
Signal Advisors Wealth, LLC48,127$2.05M0.14%+22,46313F-HRTimeline
Summit Financial, LLC47,879$2.03M0.03%+3,34313F-HRTimeline
Grove Bank & Trust47,500$2.02M0.23%013F-HRTimeline
Cornerstone Wealth Management, LLC46,465$1.97M0.1%-61413F-HRTimeline
BOK Financial Private Wealth, Inc.44,138$1.88M0.11%-9,28513F-HRTimeline
Aaron Wealth Advisors LLC43,502$1.85M0.11%-8,20313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…43,399$1.84M0.03%-1,65913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding42,690$1.81M+20,845Timeline
WIN ADVISORS, INC40,237$1.71M0.78%new13F-HRTimeline
Disciplined Investors, L.L.C.40,175$1.71M1.02%-23013F-HRTimeline
VERITY Wealth Advisors40,000$1.7M1.14%-32,68513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,650$1.64M0.07%+28,23813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …37,738$1.6M0.05%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC37,172$1.58M0.05%-4313F-HRTimeline
Valeo Financial Advisors, LLC36,858$1.57M0.04%-396,90713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,687$1.56M0.04%+6,66913F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC36,430$1.55M0.56%-7,51913F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd35,914$1.53M0.02%-46,04713F-HRTimelineGroup
MRWM Advisors, LLC35,783$1.52M0.82%-1,18313F-HRTimeline
Merit Financial Group, LLC35,552$1.51M0.01%-4,93613F-HRTimeline
Firestone Capital Management35,015$1.49M0.31%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/34,680$1.47M<0.01%+1,12313F-HRTimelineGroup
Nova Wealth Management, Inc.34,460$1.46M0.95%+9,04313F-HRTimeline
NewEdge Advisors, LLC34,196$1.45M0.01%-31813F-HR/ATimeline
Federation des caisses Desjardins du Qu…34,527$1.44M0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC33,274$1.41M1.17%-6,11513F-HRTimeline
Prospera Financial Services Inc32,459$1.38M0.02%+3,99713F-HRTimeline
Trinity Wealth Management, LLC31,594$1.34M0.49%-38913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC31,518$1.34M0.17%-23,08613F-HRTimeline
Gladstone Institutional Advisory LLC30,989$1.32M0.05%-1,95413F-HRTimeline
Osprey Private Wealth LLC30,700$1.3M0.38%-3,95513F-HRTimeline
CWM, LLCin group CWM, LLC30,156$1.28M<0.01%-5,22413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC30,107$1.28M0.02%-1,14313F-HRTimelineGroup
Clearstead Advisors, LLC28,961$1.23M0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC28,344$1.2M0.04%+6,95813F-HRTimeline
INTEGRITY ALLIANCE, LLC.28,319$1.2M0.05%+1,45513F-HRTimeline
Integrated Wealth Concepts LLC28,117$1.19M0.01%+4,73913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC28,025$1.19M0.17%-67813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,951$1.19M0.03%+16213F-HR/ATimeline
Dorsey & Whitney Trust CO LLC27,816$1.18M0.07%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,512$1.17M<0.01%-3,25113F-HRTimelineGroup
Immaculate Wealth Management LLC27,321$1.16M9.17%13F-HRTimeline
BCR Wealth Strategies, LLC26,748$1.14M0.36%+4,40513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC26,513$1.13M0.39%-90113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding25,901$1.1M-315,394Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25,716$1.09M0.02%-44,41013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,292$1.09M0.01%+3,91513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.25,163$1.07M0.05%-8,31413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…24,968$1.06M0.15%-40413F-HRTimeline
Cedar Wealth Management, LLC24,812$1.05M0.31%013F-HRTimeline
Hirtle & Co., LLC24,199$1.03M0.04%013F-HRTimeline
Hobbs Group Advisors, LLC23,955$1.02M0.3%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,318$991K0.01%+1,86913F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding23,107$982K+7,441Timeline
Perigon Wealth Management, LLC22,583$960K0.02%-1,85813F-HRTimeline
LexAurum Advisors, LLC22,140$941K0.12%13F-HRTimeline
Choate Investment Advisors22,056$937K0.02%013F-HRTimeline