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Disclosery

HFXI NEW YORK LIFE INVESTMENTS ET

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FTSE INTL EQTY C (fund)

110 managers (113 13F filers) reported a position in HFXI shares at 2026-06-30, 39,777,718 shares in all. 19 filers opened a position and 6 filers sold out during the quarter.

Managers
110
13F filers
113
New
19
Added
43
Reduced
33
Sold out
6
Shares held by filers
39,777,718

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,601,314$290M0.06%+2,903,29113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,228,945$237M0.01%+751,68713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,018,254$115M0.01%+548,02313F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…3,003,229$114M0.8%-113,10113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,783,902$106M0.03%+460,53713F-HRTimelineGroup
LPL Financial LLC2,643,812$101M0.02%+825,56313F-HRTimeline
UBS Group AGgroup of 2 filers holding2,104,051$80.1M+490,461Timeline
Mariner, LLCin group Mariner, LLC1,587,883$60.5M0.06%-11,41713F-HRTimelineGroup
Go Invest LLC1,184,742$45.1M10.6%+97,78613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA899,322$34.3M0.01%+179,43413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC840,088$32M0.04%+13,16513F-HRTimeline
Mason & Associates Inc653,490$24.9M4.02%-3,34913F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC570,109$21.7M5.9%-14,87613F-HRTimeline
Landmark Wealth Management, LLC496,162$18.9M4.52%+6,58913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC386,956$14.7M<0.01%+62,51013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.382,883$14.6M0.02%+48,76013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding363,100$13.8M-9,365Timeline
Sanctuary Advisors, LLC288,042$11M0.05%-4,17313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC284,513$10.8M0.01%-25,96213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…268,863$10.2M0.09%+7,58413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…260,621$9.93M0.02%+12,72013F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC245,335$9.34M1.49%-4,96913F-HRTimeline
Gladstone Institutional Advisory LLC243,008$9.26M0.29%+95613F-HRTimeline
WCG Wealth Advisors LLC235,629$8.98M0.21%new13F-HRTimeline
TSFG, LLC221,907$8.45M1.06%+184,90213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC220,842$8.41M0.01%-12,89113F-HRTimelineGroup
Cetera Investment Advisers197,851$7.54M0.01%+54,90213F-HRTimeline
MML INVESTORS SERVICES, LLC177,722$6.77M0.01%+40,43113F-HRTimeline
Veridan Wealth LLC171,934$6.55M2.28%-4,01713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…150,274$5.72M1.77%+10,20613F-HRTimelineGroup
Navigation Group, LLC131,729$5.02M0.98%new13F-HRTimeline
Spartan Wealth Advisory Services LLC121,238$4.62M0.38%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …112,937$4.3M0.05%+4,94413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,844$3.46M0.02%-34913F-HRTimelineGroup
Private Advisor Group, LLC87,533$3.33M0.02%-12,81813F-HRTimeline
Wiser Advisor Group LLC84,606$3.22M3.53%-95513F-HRTimeline
Waterloo Capital, L.P.81,247$3.09M0.17%+7,69713F-HRTimeline
NorthRock Partners, LLC80,022$3.05M0.04%+11,44013F-HRTimeline
Capital Investment Advisors, LLC74,563$2.84M0.04%+17,89113F-HRTimeline
NewEdge Advisors, LLC70,435$2.68M0.01%+66,15113F-HRTimeline
WESCAP Management Group, Inc.69,316$2.64M0.49%013F-HRTimeline
Oder Investment Management, LLC60,194$2.29M1.54%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC58,634$2.23M0.11%013F-HRTimeline
Redwood Financial Network Corp53,802$2.05M1.14%+49613F-HRTimeline
Peck Wealth Management, LLC52,607$2M1.69%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding50,436$1.92M-57,848Timeline
Intentional Wealth Strategies, LLC50,135$1.91M1.79%-1,94413F-HRTimeline
Farther Finance Advisors, LLC47,404$1.8M0.01%-5,25813F-HRTimeline
Steward Partners Investment Advisory, L…47,098$1.79M0.01%+2,12613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,501$1.52M<0.01%-157,50713F-HRTimeline
MONECO ADVISORS, LLC37,865$1.44M0.09%+9,01113F-HRTimeline
Golden State Wealth Management, LLC36,705$1.4M0.13%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,781$1.15M0.07%+24,86813F-HRTimeline
HighTower Advisors, LLC28,664$1.09M<0.01%-1,64113F-HRTimeline
Fortis Group Advisors, LLC28,612$1.09M0.17%-76713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC28,466$1.08M0.26%+14,16413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,785$1.02M<0.01%-1,40013F-HRTimelineGroup
OLD MISSION CAPITAL LLC26,267$1M0.03%new13F-HRTimeline
Revisor Wealth Management LLC24,540$935K0.22%-4,89113F-HRTimeline
D.A. DAVIDSON & CO.23,636$900K<0.01%-51713F-HRTimeline
Indivisible Partners23,582$898K0.05%+2,05913F-HRTimeline
Hilton Head Capital Partners, LLC21,350$813K0.41%-4,85213F-HRTimeline
MRP Capital Investments, LLC21,000$800K0.59%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,075$574K0.01%-7,15513F-HRTimelineGroup
NewEdge Wealth, LLC14,802$564K0.01%013F-HRTimeline
Integrated Advisors Network LLC14,536$554K0.03%+74813F-HRTimeline
Dynamic Advisor Solutions LLC12,963$494K0.01%+2,12013F-HRTimeline
GGM Financial LLC12,826$489K0.19%-813F-HRTimeline
Covenant Asset Management, LLC12,810$488K0.09%+85213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,911$454K<0.01%+4,87313F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,772$448K<0.01%+1,09213F-HR/ATimeline
HRT FINANCIAL LP11,216$427K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.10,803$411K0.23%-5113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,627$367K<0.01%-82513F-HRTimeline
Signature Equity Partners, LLC9,508$362K0.17%+4,50813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,845$337K0.03%-36013F-HRTimeline
Trademark Financial Management, LLC7,742$295K0.12%-6913F-HRTimeline
Kovack Advisors, Inc.7,837$294K0.01%+4813F-HRTimeline
FMR LLCin group FMR LLC7,379$281K<0.01%-9513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,025$268K<0.01%new13F-HRTimelineGroup
TFB Advisors LLC6,435$245K0.11%013F-HRTimeline
Savvy Advisors, Inc.6,393$244K0.01%new13F-HRTimeline
NWF Advisory Services Inc.6,303$240K0.02%new13F-HRTimeline
Nuveen, LLCin group TIAA5,608$214K<0.01%new13F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC5,512$210K0.02%-1,34313F-HRTimeline
EP Wealth Advisors, LLC3,584$137K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,012$115K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC2,098$79.9K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,900$72.4K<0.01%+30013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,713$65.2K<0.01%+1,49313F-HRTimelineGroup
JNBA Financial Advisors1,446$55.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC1,340$51K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,158$44.1K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1,009$38.4K<0.01%+613F-HRTimeline
MTM Investment Management, LLC835$31.8K0.01%013F-HRTimeline
IFP Advisors, Inc781$29.7K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC629$24K<0.01%013F-HRTimeline
Quent Capital, LLC579$22.1K<0.01%013F-HRTimeline
Arax Advisory Partners533$20.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc400$15.2K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN398$15.1K<0.01%-1,02313F-HRTimelineGroup
Smartleaf Asset Management LLC229$8.67K<0.01%013F-HRTimeline
Modern Wealth Management, LLC221$8.41K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO188$7.14K<0.01%+113F-HRTimelineGroup
Global Retirement Partners, LLC173$6.59K<0.01%13F-HRTimeline
Strive Financial Group ,LLC106$4.04K<0.01%new13F-HR/ATimeline
Downshift Financial, LLC89$3.39K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC39$1.49K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC12$472<0.01%+213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1$25<0.01%new13F-HRTimeline