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Disclosery

NYF ISHARES TR

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NEW YORK MUN ETF (fund)

187 managers (188 13F filers) reported a position in NYF shares at 2025-12-31, 11,593,145 shares in all. 18 filers opened a position and 10 filers sold out during the quarter.

Managers
187
13F filers
188
New
18
Added
97
Reduced
29
Sold out
10
Shares held by filers
11,593,145

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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,097,570$58.7M0.14%+56,69513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/676,129$36.2M<0.01%+90,77513F-HRTimelineGroup
High Probability Advisors, LLC629,846$33.7M4.49%-74,77913F-HRTimeline
HighTower Advisors, LLC551,679$29.5M0.03%+123,15813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY546,628$29.3M<0.01%+54,76713F-HR/ATimelineGroup
Facet Wealth, Inc.507,764$27.3M0.48%+60,42013F-HRTimeline
FMR LLCin group FMR LLC474,597$25.4M<0.01%+36,95913F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co435,454$23.3M0.6%+19,98913F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC323,872$17.3M3.36%-4,68513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC323,084$17.3M0.01%+295,47513F-HR/ATimelineGroup
Legacy Edge Advisors, LLC293,971$15.7M1.72%+16,80813F-HRTimeline
Composition Wealth, LLC271,955$14.6M0.21%+10,60213F-HRTimeline
RWA WEALTH PARTNERS, LLC242,338$13M0.14%+58,51313F-HRTimeline
Klingman & Associates, LLC235,756$12.6M0.61%+2,58313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC216,274$11.6M<0.01%+16,24913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC206,944$11.1M0.01%+24,39913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO174,912$9.36M<0.01%+83,43113F-HRTimelineGroup
Betterment LLC156,208$8.36M0.02%+5,50713F-HRTimeline
Cetera Investment Advisers154,087$8.25M0.01%+8,10413F-HRTimeline
LPL Financial LLC151,138$8.09M<0.01%-1,16413F-HRTimeline
MYECFO, LLC125,290$6.7M2.85%-2,30013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC115,794$6.2M0.01%+3,35413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC108,155$5.79M0.04%+32,19613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.100,475$5.38M0.36%+4,03513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.99,469$5.32M<0.01%+7,00313F-HRTimeline
Note Advisors, LLC94,604$5.08M2.61%+16,60113F-HRTimeline
Whitegate Investment Counselors, Inc.91,590$4.9M1.53%-96013F-HRTimeline
BAILARD, INC.89,186$4.77M0.11%+30,37413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp88,471$4.73M0.47%+2,39613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC86,957$4.65M0.01%+8,54913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC84,680$4.53M<0.01%+27,65213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.84,170$4.5M0.16%+10,65613F-HRTimeline
UBS Group AGin group UBS Group AG80,414$4.3M<0.01%+11,70713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN79,069$4.23M<0.01%+25,51513F-HRTimelineGroup
Creative Planningin group Creative Planning70,262$3.76M<0.01%+1,54813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,736$3.68M<0.01%new13F-HRTimelineGroup
Retirement Planning Group, LLC68,083$3.64M0.12%-6413F-HRTimeline
SOA Wealth Advisors, LLC.59,033$3.16M0.53%+1,56913F-HRTimeline
Cascade Financial Partners, LLC58,225$3.12M0.32%013F-HRTimeline
Magnus Financial Group LLC58,135$3.11M0.24%-2,58513F-HRTimeline
DURANTE & WATERS, LLC56,460$3.02M2.11%+8,97813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC55,301$2.96M0.01%+3,77713F-HRTimelineGroup
Carnegie Investment Counsel54,054$2.89M0.05%+26013F-HRTimeline
Wedmont Private Capital52,790$2.84M0.1%+5,57213F-HRTimeline
James J. Burns & Company, LLC52,996$2.84M0.39%-3,16313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,035$2.73M<0.01%+18813F-HRTimelineGroup
Equita Financial Network, Inc.49,205$2.63M0.79%+14,62913F-HRTimeline
Westfuller Advisors, LLC48,655$2.6M1.05%+33,15813F-HRTimeline
NewEdge Wealth, LLC46,004$2.46M0.03%+4,05813F-HRTimeline
ALTFEST L J & CO INC43,765$2.34M0.26%-39,16413F-HRTimeline
Francis Financial, Inc.40,033$2.14M0.42%013F-HRTimeline
Emergent Wealth Advisors, LLC40,001$2.14M1.2%+34,95713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC39,604$2.12M<0.01%+30,08613F-HRTimelineGroup
Opal Wealth Advisors, LLC39,592$2.12M0.55%+22,80413F-HRTimeline
Wealthfront Advisers LLC38,678$2.07M<0.01%+24,71813F-HRTimeline
Cambridge Investment Research Advisors,…38,393$2.05M0.01%-23013F-HRTimeline
Level Financial Advisors35,924$1.92M0.51%-15313F-HRTimeline
Compound Planning, Inc.35,583$1.9M0.06%+3,04513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding34,008$1.82M-12,537Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC30,787$1.65M0.01%+5,21613F-HRTimeline
Astoria Strategic Wealth, Inc.30,660$1.64M0.41%+1,70713F-HRTimeline
Fort Point Capital Partners LLC29,506$1.59M0.19%-8,76313F-HRTimeline
Revolve Wealth Partners, LLC29,545$1.58M0.19%+71813F-HRTimeline
Patriot Financial Group Insurance Agenc…27,152$1.45M0.17%-10,41813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS27,065$1.45M0.05%013F-HRTimelineGroup
Perennial Advisors, LLC26,870$1.44M0.24%+1,76513F-HRTimeline
Drucker Wealth 3.0, LLC25,703$1.38M0.24%+50613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,567$1.37M<0.01%+12,70313F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding25,387$1.36M+83Timeline
MML INVESTORS SERVICES, LLC25,032$1.34M<0.01%+5,47013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.24,773$1.33M0.25%+11613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,639$1.32M<0.01%+14,38113F-HRTimelineGroup
BRIGHTON SECURITIES CORP.24,330$1.3M0.64%-11,16713F-HRTimeline
Trust Co24,200$1.29M0.12%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,078$1.23M<0.01%-40,45413F-HR/ATimelineGroup
Private Advisor Group, LLC22,903$1.23M0.01%+86913F-HRTimeline
Godfrey Financial Associates, Inc.21,884$1.17M1.02%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,855$1.17M<0.01%new13F-HRTimeline
Allworth Financial LP21,826$1.17M<0.01%+4,95213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC21,136$1.13M<0.01%+3,83213F-HRTimelineGroup
Sterling Investment Counsel, LLC21,033$1.13M0.32%+15,52813F-HRTimeline
Members Advisory Group LLC20,266$1.08M0.41%+50613F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…20,119$1.08M0.09%+8,47013F-HRTimeline
Chicago Partners Investment Group LLC20,011$1.08M0.03%+2513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …18,905$1.01M<0.01%-2,06713F-HRTimelineGroup
PROFFITT & GOODSON INC18,670$999K0.14%+4,09013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…18,087$968K0.03%+6,07713F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC17,592$941K0.03%-93613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,550$886K<0.01%+3,48913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,617$836K0.01%+1,08913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,581$834K<0.01%+2,36713F-HRTimelineGroup
Rockbridge Investment Management, LCC15,572$833K0.08%013F-HRTimeline
HM PAYSON & CO15,445$826K0.01%new13F-HRTimeline
Farrell Financial LLC14,885$797K0.47%+7813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,498$776K<0.01%+3,53613F-HR/ATimelineGroup
Wealthspire Advisors, LLC14,427$772K0.01%+62413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,239$765K<0.01%-2,67713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC13,711$734K0.3%+1,15513F-HRTimeline
CONQUIS FINANCIAL LLC12,811$686K0.59%-60013F-HRTimeline
Indivisible Partners12,307$659K0.07%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,705$626K<0.01%-40113F-HRTimelineGroup
McNamara Financial Services, Inc.11,337$607K0.12%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,913$584K<0.01%+1,65613F-HRTimelineGroup
Long Run Wealth Advisors, LLC10,559$565K0.11%+2313F-HRTimeline
Apella Capital, LLC10,352$554K0.01%+1,33713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,319$552K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,250$548K<0.01%+4,19813F-HRTimelineGroup
Orange Investment Advisors, Inc.10,203$546K0.06%+50313F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC10,000$535K0.08%013F-HRTimeline
Brio Consultants, LLC9,894$529K0.07%+66813F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,631$515K0.01%013F-HRTimeline
AlphaCore Capital LLC9,618$515K0.01%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,386$502K0.17%+32013F-HRTimelineGroup
EP Wealth Advisors, LLC9,339$500K<0.01%13F-HRTimeline
Hudson Oak Wealth Advisory LLC9,311$498K0.44%13F-HRTimeline
GAMMA Investing LLC9,237$494K0.02%+30213F-HRTimeline
Independent Wealth Network Inc.8,865$474K0.14%+1,44213F-HRTimeline
Dakota Wealth Management8,275$443K0.01%new13F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,250$441K0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC8,203$439K0.04%+1,85813F-HRTimeline
Keystone Global Partners, LLC8,177$438K0.19%+18013F-HRTimeline
Boston Standard Wealth Management, LLC7,335$392K0.06%+38613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,290$390K0.03%013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,269$389K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,226$387K0.02%013F-HRTimeline
SUTTON PLACE INVESTORS LLC6,938$371K0.2%-76413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,793$363K0.01%-30013F-HRTimelineGroup
21 West Wealth Management LLC6,711$359K0.33%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,642$355K<0.01%-20613F-HRTimeline
Trivium Point Advisory, LLC6,488$347K0.03%+6713F-HRTimeline
Petersen Hastings Wealth Advisors Inc.6,379$341K0.03%13F-HRTimeline
Prosperity Consulting Group, LLC6,300$337K0.02%+84513F-HRTimeline
CNB Bank6,139$328K0.13%+65713F-HRTimeline
DUTCH ASSET Corp6,093$326K0.25%13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC6,077$325K0.01%+1,04613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,946$318K<0.01%013F-HR/ATimelineGroup
Dentgroup LLC5,923$317K0.22%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,803$311K<0.01%013F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC5,724$306K0.03%013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…5,513$295K0.07%+5713F-HRTimelineGroup
MATAURO, LLC5,387$288K0.04%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,371$287K0.02%+98313F-HRTimeline
Atria Investments, Inc5,315$284K<0.01%+813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,218$279K<0.01%new13F-HRTimelineGroup
Hamilton Wealth, LLC5,215$279K0.05%+18013F-HR/ATimeline
Manhattan West Asset Management, LLC5,071$271K0.06%+24213F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,941$264K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC4,782$256K<0.01%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,769$255K0.09%new13F-HRTimeline
Astra Wealth Partners LLC4,751$254K0.16%013F-HRTimeline
Evanson Asset Management, LLC4,672$250K0.01%new13F-HRTimeline
Nemes Rush Group LLC4,656$249K0.02%+45413F-HRTimeline
Graney & King, LLC4,547$243K0.14%+413F-HRTimeline
PFG Investments, LLC4,481$240K0.01%new13F-HRTimeline
MAI Capital Management4,385$235K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC4,211$225K<0.01%013F-HRTimeline
Brookwood Investment Group LLC4,141$222K0.03%013F-HRTimeline
Orion Porfolio Solutions, LLC4,124$221K<0.01%-6,83113F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC4,110$220K0.17%013F-HRTimeline
Olde Wealth Management, LLC4,091$218K0.07%013F-HRTimeline
BCS Private Wealth Management, Inc.4,000$214K0.07%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,959$212K<0.01%new13F-HRTimelineGroup
SEVEN MILE ADVISORY3,917$210K0.04%013F-HRTimeline
MIDDLETON & CO INC/MA3,800$203K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,794$203K<0.01%013F-HRTimeline
LVW Advisors, LLC3,781$202K0.02%new13F-HRTimeline
Quadrant Private Wealth Management, LLC3,764$201K0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,515$188K<0.01%new13F-HRTimelineGroup
Peck Wealth Management, LLC3,300$177K0.17%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,296$176K0.01%+3413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,863$153K<0.01%-46613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,226$119K0.01%+213F-HRTimeline
Hamrick Investment Counsel, llc2,200$118K0.09%13F-HRTimeline
North Star Investment Management Corp.2,050$110K0.01%-5,00013F-HRTimeline
PRIVATE TRUST CO NA2,018$108K0.01%013F-HRTimeline
IFP Advisors, Inc1,712$91.6K<0.01%+1413F-HRTimeline
WealthShield Partners, LLC1,677$89.7K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,500$80.3K<0.01%-44213F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,484$79.4K<0.01%-12,36713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,476$79.3K<0.01%013F-HRTimeline
LifeGoal Investments, LLC17,379$59.9K0.04%-27913F-HRTimeline
Root Financial Partners, LLC765$40.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC396$21.2K<0.01%013F-HRTimeline
Kilter Group LLC168$8.99K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd144$7.71K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1$46<0.01%013F-HRTimeline
Parallel Advisors, LLC0$25<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.