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Disclosery

HFXI NYLIM ETF TR

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FTSE INTL EQTY C (fund)

89 managers (91 13F filers) reported a position in HFXI shares at 2025-12-31, 28,544,849 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
89
13F filers
91
New
10
Added
46
Reduced
20
Sold out
5
Shares held by filers
28,544,849

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
MORGAN STANLEYin group MORGAN STANLEY4,426,596$144M0.01%+310,35513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,797,060$123M0.03%+137,35213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,251,245$106M0.01%+249,26913F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…3,233,142$105M0.9%-260,38113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,250,459$73M0.02%+96,17113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,719,013$55.8M0.07%+36,17913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,498,494$48.6M-5,281Timeline
LPL Financial LLC1,480,458$48M0.01%+163,09313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC635,114$20.6M7.37%+15,26013F-HRTimeline
Mason & Associates Inc631,272$20.5M3.86%-19,01513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC399,401$13M0.02%-180,42013F-HRTimelineGroup
Landmark Wealth Management, LLC378,135$12.3M4.7%+36,51313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.365,338$11.9M0.02%-2,15413F-HRTimelineGroup
Sanctuary Advisors, LLC318,032$10.3M0.06%+1,99913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …249,631$8.5M0.27%+153,69413F-HRTimelineGroup
Gladstone Institutional Advisory LLC260,085$8.44M0.32%-57413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…248,809$8.07M0.09%+9,90713F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC246,648$8M1.45%+8,20713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC246,086$7.99M<0.01%+30,19013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…245,175$7.96M0.01%+114,19513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…207,686$6.93M0.01%+66513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,622$6.28M<0.01%+36,25013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC184,968$6M0.01%+3,30113F-HRTimeline
Veridan Wealth LLC171,163$5.55M1.87%+1,85613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …105,064$3.41M0.05%+6,97013F-HRTimelineGroup
Go Invest LLC103,089$3.35M1.1%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding99,868$3.24M+2,530Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…98,409$3.19M1.15%+5,95813F-HRTimelineGroup
Private Advisor Group, LLC97,276$3.16M0.01%+2,06113F-HRTimeline
MML INVESTORS SERVICES, LLC95,821$3.11M0.01%+23,17913F-HRTimeline
Cetera Investment Advisers94,546$3.07M<0.01%+49,74713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,315$3.03M0.02%-2,54213F-HRTimelineGroup
Wiser Advisor Group LLC84,343$2.74M3.13%+1,99213F-HRTimeline
Waterloo Capital, L.P.73,737$2.39M0.17%+65813F-HRTimeline
WESCAP Management Group, Inc.69,316$2.25M0.46%-1,57313F-HRTimeline
Farther Finance Advisors, LLC65,977$2.14M0.02%-26,60113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC60,128$1.95M0.12%-5,31813F-HRTimeline
Redwood Financial Network Corp54,947$1.78M1.14%-1,40813F-HRTimeline
Capital Investment Advisors, LLC48,537$1.58M0.02%+12,07613F-HRTimeline
Steward Partners Investment Advisory, L…43,391$1.41M0.01%+1,76113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,671$1.29M<0.01%+9,34813F-HRTimelineGroup
Golden State Wealth Management, LLC39,543$1.28M0.14%-80713F-HRTimeline
BLVD Private Wealth, LLC32,085$1.04M0.91%+92213F-HRTimeline
Revisor Wealth Management LLC30,351$1.03M0.28%-3,05013F-HRTimeline
Fortis Group Advisors, LLC29,324$1.01M0.17%-2,35113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,939$1M0.07%+11,58113F-HRTimeline
HighTower Advisors, LLC30,193$980K<0.01%-1,82713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,625$929K<0.01%-1,47013F-HR/ATimelineGroup
MONECO ADVISORS, LLC28,521$925K0.07%+6,07713F-HRTimeline
Hilton Head Capital Partners, LLC26,202$850K0.5%13F-HRTimeline
D.A. DAVIDSON & CO.25,777$836K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,149$686K<0.01%-21,48013F-HRTimelineGroup
MRP Capital Investments, LLC21,000$681K0.57%+4,00013F-HRTimeline
Indivisible Partners19,109$620K0.07%13F-HRTimeline
Cambridge Investment Research Advisors,…14,928$484K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC14,802$480K0.01%+3113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC14,291$464K0.11%+1,14213F-HRTimeline
TSFG, LLC12,882$418K0.06%-108,99613F-HRTimeline
GGM Financial LLC12,865$417K0.2%-1,21313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,350$401K<0.01%+80013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,839$384K0.04%+40113F-HRTimeline
Dynamic Advisor Solutions LLC11,776$382K0.01%+50813F-HRTimeline
Integrated Advisors Network LLC11,702$380K0.02%new13F-HRTimeline
Independent Wealth Network Inc.11,197$363K0.11%+61713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,058$359K<0.01%+1,68813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,450$339K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.10,409$338K0.23%+12613F-HRTimeline
Covenant Asset Management, LLC9,080$295K0.06%+3113F-HRTimeline
Kovack Advisors, Inc.7,767$252K0.01%+1,24513F-HR/ATimeline
Trademark Financial Management, LLC7,104$231K0.13%-713F-HRTimeline
FMR LLCin group FMR LLC6,913$224K<0.01%+51113F-HRTimelineGroup
Advisor Resource Council6,400$208K0.07%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,269$139K<0.01%+4,10113F-HRTimelineGroup
COMERICA BANK3,012$97.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,604$52.1K<0.01%+1,33013F-HRTimeline
JNBA Financial Advisors1,500$48.7K<0.01%013F-HRTimeline
GW&K Investment Management, LLC1,340$43K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,191$38.6K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC1,127$36.6K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC1,058$34.3K0.02%13F-HRTimeline
MTM Investment Management, LLC835$27.1K0.01%013F-HRTimeline
IFP Advisors, Inc781$25.3K<0.01%new13F-HRTimeline
Quent Capital, LLC579$18.8K<0.01%new13F-HRTimeline
Arax Advisory Partners533$17.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc400$13K<0.01%013F-HRTimeline
Peck Wealth Management, LLC300$9.73K0.01%013F-HRTimeline
Smartleaf Asset Management LLC229$7.46K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC220$7.14K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC173$5.61K<0.01%013F-HRTimeline