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Disclosery

HEFA ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 37 13F filers report a position in HEFA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Crumly & Associates Inc.678,254$31.5M5.59%+59,27013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC528,691$24.5M7.21%+9,62913F-HRTimeline
CX Institutional403,920$18.7M0.51%+129,64213F-HRTimeline
Lighthouse Wealth Management Inc.342,678$15.9M9.65%+1,68813F-HRTimeline
PCA Investment Advisory Services Inc.339,998$15.8M4.28%+17,23213F-HRTimeline
Farther Finance Advisors, LLC289,601$13.4M0.1%+88,20713F-HRTimeline
Avidian Wealth Enterprises, LLC225,967$10.5M0.29%+5,75913F-HRTimeline
Bigelow Investment Advisors, LLC194,008$9M3.21%+23,05213F-HRTimeline
Trinity Wealth Management, LLC185,604$8.61M2.73%+153,87513F-HRTimeline
Delta Wealth Advisors LLC165,636$7.68M5.28%+4,26413F-HRTimeline
Ifrah Financial Services, Inc.140,881$6.54M1.65%-1,95713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,260$4.63M0.01%-10113F-HRTimeline
Signal Advisors Wealth, LLC69,462$3.22M0.14%+19,88813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…65,413$3.03M1.99%-1,17513F-HRTimeline
Apella Capital, LLC55,141$2.55M0.03%-93913F-HRTimeline
Grove Bank & Trust47,500$2.2M0.22%013F-HRTimeline
Aaron Wealth Advisors LLC43,357$2.01M0.1%-14513F-HRTimeline
Dynamic Advisor Solutions LLC37,172$1.72M0.05%013F-HRTimeline
Valeo Financial Advisors, LLC34,822$1.62M0.03%-2,61113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,273$1.31M0.02%-4213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC25,613$1.19M0.36%-19513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,735$916K0.02%+1,28813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.15,688$728K0.03%+5,97113F-HRTimeline
Wedmont Private Capital14,519$670K0.02%013F-HRTimeline
Balefire, LLC13,309$617K0.1%-1,27213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC8,720$405K0.11%-16613F-HRTimeline
Chesley Taft & Associates LLC8,214$381K0.01%013F-HRTimeline
Maltin Wealth Management, Inc.7,931$368K0.12%+4813F-HRTimeline
Pettinga Financial Advisors LLC7,426$344K0.06%new13F-HRTimeline
Affinity Capital Advisors, LLC4,866$226K0.03%-1,50513F-HRTimeline
Mengis Capital Management, Inc.4,702$218K0.03%013F-HRTimeline
Retirement Wealth Solutions LLC4,218$196K0.1%013F-HRTimeline
CoreCap Advisors, LLC3,025$140K<0.01%-20213F-HRTimeline
Noble Wealth Management PBC750$34.8K0.02%013F-HRTimeline
Rydar Equities, Inc.282$13K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.163$7.56K<0.01%013F-HRTimeline
Trust Co48$2.21K<0.01%013F-HRTimeline