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Disclosery

REM ISHARES TR

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SHS (fund)

120 managers (121 13F filers) reported a position in REM shares at 2025-12-31, 10,060,753 shares in all. 17 filers opened a position and 18 filers sold out during the quarter.

Managers
120
13F filers
121
New
17
Added
38
Reduced
40
Sold out
18
Shares held by filers
10,060,753

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,633,504$36.2M0.01%-87713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,191,258$26.4M0.04%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY810,199$18M<0.01%+46,86613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/550,020$12.2M<0.01%+9,02813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.391,479$8.68M0.01%+1,63513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC344,660$7.64M0.17%+8,96513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC310,831$6.89M<0.01%+22,98113F-HRTimelineGroup
LPL Financial LLC303,903$6.74M<0.01%+57,22913F-HRTimeline
AdvisorNet Financial, Inc281,893$6.25M0.33%new13F-HRTimeline
Foundations Investment Advisors, LLC263,352$5.84M0.08%new13F-HRTimeline
Clarity Financial LLC246,757$5.47M0.51%-10,02813F-HRTimeline
Balefire, LLC208,184$4.62M0.9%-31713F-HRTimeline
UBS Group AGin group UBS Group AG164,391$3.65M<0.01%+26,25713F-HRTimelineGroup
NorthCoast Asset Management LLC163,402$3.62M0.08%new13F-HRTimeline
Trivium Point Advisory, LLC161,435$3.58M0.36%-5,81813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC155,332$3.45M<0.01%+121,05913F-HRTimelineGroup
Man Group plcin group Man Group plc153,690$3.41M0.01%new13F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC147,360$3.27M0.59%+11,24513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC145,356$3.22M0.01%+132,77713F-HRTimelineGroup
Mount Lucas Management LP133,622$2.96M1.31%+6,58413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC132,597$2.94M0.07%+5,15813F-HRTimeline
Cynosure Group, LLC124,524$2.76M0.28%-10,44513F-HRTimeline
MML INVESTORS SERVICES, LLC115,147$2.55M0.01%-5,02413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,279$2.36M<0.01%-2,69413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA98,004$2.17M<0.01%+12,64513F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC94,154$2.09M0.03%-27,42313F-HRTimeline
HARBOUR INVESTMENTS, INC.90,077$2M0.04%-18713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC80,000$1.77M0.13%013F-HRTimeline
Cetera Investment Advisers78,546$1.74M<0.01%+13,97213F-HRTimeline
Soltis Investment Advisors LLC57,407$1.27M0.08%-31,58713F-HR/ATimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD51,040$1.13M<0.01%+35,11313F-HRTimelineGroup
Proficio Capital Partners LLC49,435$1.1M0.08%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,433$1.07M-3,193Timeline
IHT Wealth Management, LLC48,340$1.07M0.03%-3,77813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,876$1.06M<0.01%+1,02313F-HRTimelineGroup
Arlington Capital Management, Inc.46,109$1.02M0.63%-1,82213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Invst, LLC46,095$1.02M0.11%-35513F-HRTimeline
Qube Research & Technologies Ltd44,211$981K<0.01%+17,97113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC42,548$944K<0.01%-6,23013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS42,470$942K0.04%+7,40413F-HRTimelineGroup
CHOREO, LLC42,044$932K0.01%-7,24813F-HRTimeline
Janney Montgomery Scott LLC40,072$889K<0.01%+57313F-HRTimeline
Cambridge Investment Research Advisors,…39,630$879K<0.01%+4513F-HRTimeline
Wealthfront Advisers LLC37,368$829K<0.01%+6,92413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,255$760K<0.01%+1,22813F-HRTimeline
MANNING & NAPIER ADVISORS LLC32,403$719K0.01%-1,26713F-HRTimeline
Capital Investment Advisors, LLC31,321$695K0.01%-4,43313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …30,600$679K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,925$619K<0.01%-608,03113F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …25,774$572K<0.01%-3,04113F-HRTimelineGroup
AE Wealth Management LLC23,522$522K<0.01%-42013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…22,923$508K<0.01%-2,19713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,535$478K<0.01%-1,11013F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP21,237$471K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC20,971$465K<0.01%+7613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,313$451K0.01%-13,04713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,342$429K0.01%-1913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC18,501$410K<0.01%-9,44413F-HRTimelineGroup
AlphaCentric Advisors LLC18,493$410K0.41%13F-HRTimeline
TWO SIGMA SECURITIES, LLC17,512$388K0.05%new13F-HRTimeline
Private Advisor Group, LLC17,391$386K<0.01%-91213F-HRTimeline
Mutual Advisors, LLC17,249$383K0.01%-30113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…16,831$373K0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,635$369K<0.01%-3,85013F-HRTimelineGroup
Advyzon Investment Management, LLC15,494$344K0.04%+84113F-HRTimeline
Cascade Financial Partners, LLC14,450$321K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,422$320K0.01%-35,38213F-HRTimelineGroup
COMERICA BANK14,267$316K<0.01%-61313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd14,038$311K<0.01%-15,71013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC12,846$285K0.07%+1,73013F-HRTimeline
Endowment Wealth Management, Inc.12,487$277K0.13%+56413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,696$259K<0.01%-66713F-HRTimelineGroup
Ethos Financial Group, LLC11,275$250K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.11,246$249K0.02%+1513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,010$244K0.02%-3,79913F-HRTimeline
One Wealth Map LLC10,780$243K0.12%new13F-HRTimeline
IFP Advisors, Inc10,130$225K0.01%+8713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,510$189K<0.01%-1,44613F-HR/ATimelineGroup
Fortitude Family Office, LLC8,235$183K0.04%+43013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,030$156K<0.01%+74513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,975$155K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC6,453$143K0.01%013F-HRTimeline
Triumph Capital Management5,268$117K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.13,676$112K<0.01%+1,04113F-HRTimeline
McIlrath & Eck, LLC3,540$78.5K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,858$41K<0.01%-8113F-HRTimelineGroup
MAI Capital Management1,822$40.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,600$38.4K<0.01%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,595$35.2K<0.01%13F-HRTimelineGroup
Global Retirement Partners, LLC1,300$28.8K<0.01%+1113F-HRTimeline
Miller Global Investments, LLC1,161$25.8K0.02%13F-HRTimeline
Farther Finance Advisors, LLC1,030$22.8K<0.01%+113F-HRTimeline
WealthShield Partners, LLC1,000$22.2K<0.01%013F-HRTimeline
Transce3nd, LLC801$19.1K0.15%-1013F-HRTimeline
FMR LLCin group FMR LLC845$18.7K<0.01%+27313F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC828$18.4K0.01%new13F-HRTimeline
Strategic Advocates LLC598$13.3K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…589$13.1K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC533$11.8K<0.01%013F-HRTimeline
CX Institutional465$10K<0.01%+7113F-HRTimeline
FAS Wealth Partners, Inc.422$9.37K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB375$8.32K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC343$7.61K<0.01%-4,11413F-HRTimeline
Federation des caisses Desjardins du Qu…265$5.88K<0.01%-31113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP258$5.72K<0.01%+1213F-HRTimelineGroup
Salomon & Ludwin, LLC247$5.58K<0.01%013F-HRTimeline
Anchor Investment Management, LLC200$4.44K<0.01%013F-HRTimeline
Investors Research Corp178$3.95K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC158$3.51K<0.01%+613F-HRTimeline
PRIVATE TRUST CO NA150$3.33K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management96$2.13K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC91$2.02K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…74$1.64K<0.01%013F-HRTimelineGroup
Allworth Financial LP72$1.59K<0.01%-88313F-HRTimeline
DHJJ Financial Advisors, Ltd.50$1.11K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC63$1K<0.01%013F-HRTimeline
Blue Trust, Inc.40$887<0.01%013F-HRTimeline
Litman Gregory Wealth Management LLC25$555<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…23$510<0.01%013F-HRTimelineGroup
Arax Advisory Partners3$67<0.01%new13F-HRTimeline