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Disclosery

HEZU ISHARES TR

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CUR HD EURZN ETF (fund)

94 managers (94 13F filers) reported a position in HEZU shares at 2025-12-31, 8,219,164 shares in all. 12 filers opened a position and 14 filers sold out during the quarter.

Managers
94
13F filers
94
New
12
Added
24
Reduced
35
Sold out
14
Shares held by filers
8,219,164

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,815,517$211M0.03%-1,211,20913F-HRTimelineGroup
HighTower Advisors, LLC308,705$13.5M0.01%+84713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/278,874$12.2M<0.01%-11,93013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…258,993$11.3M0.32%+79,58613F-HRTimeline
EP Wealth Advisors, LLC245,884$10.8M0.06%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO243,113$10.6M<0.01%-42,81313F-HRTimelineGroup
UBS Group AGin group UBS Group AG223,513$9.78M<0.01%-2,30513F-HRTimelineGroup
LPL Financial LLC220,402$9.64M<0.01%-9,24613F-HRTimeline
Insight Wealth Strategies, LLC182,293$7.98M0.91%+93613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY155,101$6.79M<0.01%+14,63813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…146,978$6.43M<0.01%+48413F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC139,649$6.11M<0.01%013F-HR/ATimelineGroup
Connecticut Wealth Management, LLC111,040$4.86M0.21%-1,12413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE82,679$3.62M<0.01%+30,60013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,238$2.5M<0.01%+30313F-HRTimelineGroup
Summit Financial, LLC51,759$2.26M0.03%-59913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,625$2M<0.01%-63,72113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,456$1.81M<0.01%-2,08413F-HRTimelineGroup
FLOW TRADERS U.S. LLC39,647$1.74M0.06%-160,70913F-HRTimeline
Quotient Wealth Partners, LLC39,100$1.71M0.05%-98613F-HRTimeline
Comprehensive Wealth Management, LLC38,525$1.69M0.99%+3,59113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,234$1.5M<0.01%+26,04213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,734$1.39M<0.01%-1,35513F-HRTimelineGroup
NewEdge Advisors, LLC28,296$1.24M<0.01%-52013F-HRTimeline
Sierra Capital LLC27,301$1.2M0.13%013F-HRTimeline
Sanctuary Advisors, LLC24,147$1.06M0.01%-3,60713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC21,313$933K<0.01%+2,77513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\21,073$922K<0.01%-35413F-HRTimelineGroup
Stanich Group LLC18,182$796K0.6%-81213F-HRTimeline
Prospera Financial Services Inc18,022$789K0.01%+21313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,049$702K<0.01%-3,01713F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC14,953$654K0.09%-2,90013F-HRTimeline
DIVERSIFIED TRUST CO14,860$650K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,275$581K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,416$543K<0.01%-39713F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC11,338$496K<0.01%013F-HRTimelineGroup
Detalus Advisors, LLC9,728$426K0.1%-29213F-HRTimeline
Three Bridge Wealth Advisors, LLC9,452$414K0.11%new13F-HRTimeline
Formidable Asset Management, LLC9,153$386K0.06%+72313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.7,650$335K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC7,636$334K<0.01%-2,10813F-HRTimeline
Westfuller Advisors, LLC7,631$334K0.14%+7213F-HRTimeline
EFG International AGin group EFG International AG7,200$315K0.01%13F-HRTimelineGroup
Olde Wealth Management, LLC7,196$314K0.1%013F-HRTimeline
Valor Advisors LLC6,859$300K0.25%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,736$295K<0.01%+59413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,646$291K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC6,247$273K0.02%new13F-HRTimeline
TSA Wealth Managment LLC5,806$254K0.08%-72413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,797$254K<0.01%-6413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,675$248K0.01%-53013F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,527$243K<0.01%-1,09213F-HRTimeline
Sage Mountain Advisors LLC5,387$236K0.01%-2,00013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,380$235K<0.01%013F-HRTimelineGroup
PFG Advisors5,153$225K0.01%+4813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,085$223K<0.01%013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,953$217K<0.01%+2713F-HRTimelineGroup
Magnus Financial Group LLC4,736$207K0.02%-3013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,650$203K<0.01%+4,60013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,510$197K<0.01%-24013F-HRTimelineGroup
Capital Investment Advisory Services, L…3,983$174K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,834$168K<0.01%+10713F-HRTimelineGroup
Piscataqua Savings Bank3,765$165K0.12%new13F-HRTimeline
FMR LLCin group FMR LLC2,758$121K<0.01%+49813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,325$102K<0.01%new13F-HRTimeline
HOWE & RUSLING INC1,816$79.5K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,416$62K<0.01%+94113F-HRTimeline
CWM, LLCin group CWM, LLC1,237$54K<0.01%+2013F-HRTimelineGroup
Global Retirement Partners, LLC1,209$52.9K<0.01%-20613F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,130$49.4K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,098$48K<0.01%new13F-HRTimeline
WFA of San Diego, LLC1,005$44K0.03%013F-HRTimeline
EPG Wealth Management LLC938$41K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.793$35K0.03%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS618$27K0.01%013F-HRTimeline
Larson Financial Group LLC500$21.9K<0.01%-18913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC418$18.3K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.307$13.4K<0.01%-11013F-HRTimeline
SageView Advisory Group, LLC260$11.4K<0.01%new13F-HRTimeline
AE Wealth Management LLC257$11.2K<0.01%+3513F-HRTimeline
IFP Advisors, Inc195$8.53K<0.01%-213F-HRTimeline
WOLFF WIESE MAGANA LLC182$7.96K<0.01%-40513F-HRTimeline
Federation des caisses Desjardins du Qu…165$7.22K<0.01%013F-HRTimeline
New Republic Capital, LLC160$7K<0.01%+8013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources145$6.34K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management131$5.73K<0.01%new13F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.97$4.25K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC88$3.85K<0.01%+6613F-HRTimelineGroup
CoreCap Advisors, LLC80$3.5K<0.01%-713F-HRTimeline
BLAIR WILLIAM & CO/IL79$3.46K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc58$2.54K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp21$919<0.01%new13F-HRTimelineGroup
MAI Capital Management16$701<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$131<0.01%-39113F-HRTimelineGroup