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Disclosery

SCZ ISHARES TR

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ETF (fund)

744 managers (754 13F filers) reported a position in SCZ shares at 2025-12-31, 124,889,675 shares in all. 57 filers opened a position and 47 filers sold out during the quarter.

Managers
744
13F filers
754
New
57
Added
255
Reduced
230
Sold out
47
Shares held by filers
124,889,675

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
VANCE WEALTH, LLC30,558$2.37M0.7%-35213F-HR/ATimeline
First Citizens Asset Management, Inc.30,463$2.36M0.83%+413F-HRTimeline
Coyle Financial Counsel LLC30,159$2.34M0.5%-62613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,942$2.32M0.03%+27,08713F-HRTimelineGroup
Sincerus Advisory, LLC29,614$2.3M1.85%+1,92013F-HRTimeline
Steward Partners Investment Advisory, L…29,456$2.28M0.01%+62513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding28,430$2.28M+2,761Timeline
Peloton Wealth Strategists29,133$2.26M0.88%+2,03013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…28,567$2.21M0.03%-1,18013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC28,388$2.2M<0.01%+8613F-HRTimelineGroup
DAVENPORT & Co LLC27,772$2.15M0.01%-21113F-HRTimeline
SIMON QUICK ADVISORS, LLC27,677$2.15M0.09%-3,54413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,647$2.14M0.02%-72413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,649$2.14M<0.01%+24,03213F-HRTimelineGroup
Wescott Financial Advisory Group, LLC27,228$2.11M0.18%+1,95813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC27,216$2.11M1.05%-4,00013F-HRTimeline
STOCK YARDS BANK & TRUST CO27,082$2.1M0.06%+1,34413F-HRTimeline
AIRE ADVISORS, LLC26,734$2.07M0.38%+12213F-HRTimeline
FIRST AMERICAN TRUST, FSB26,517$2.06M0.14%+1,69713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.26,052$2.02M0.22%13F-HRTimeline
Foundation Wealth Management, LLC25,396$1.97M1.3%+4,98813F-HRTimeline
Regal Investment Advisors LLC25,083$1.94M0.12%-58913F-HRTimeline
Cresset Asset Management, LLC24,915$1.93M0.01%+22913F-HRTimeline
BLAIR WILLIAM & CO/IL24,913$1.93M0.01%-33813F-HRTimeline
Farther Finance Advisors, LLC24,840$1.93M0.02%+4,52513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC24,765$1.92M0.05%-1,06713F-HR/ATimelineGroup
Strategic Family Wealth Counselors, L.L…23,872$1.91M0.43%-6013F-HRTimeline
Kingsview Wealth Management, LLC24,592$1.91M0.03%-70,52013F-HRTimeline
QUADRANT CAPITAL GROUP LLC24,517$1.9M0.06%-2,59513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,736$1.84M<0.01%+3,54613F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.23,521$1.82M0.01%-4,40013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,952$1.78M<0.01%+6,46713F-HR/ATimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.21,964$1.7M0.6%-1,42413F-HRTimeline
Risk Paradigm Group, LLC21,723$1.68M1.62%13F-HRTimeline
Summit Financial, LLC21,540$1.67M0.02%-62613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…21,279$1.65M0.03%new13F-HRTimelineGroup
SageView Advisory Group, LLC21,268$1.65M0.06%-16013F-HRTimeline
Midwest Trust Co21,071$1.63M0.02%+2,00013F-HRTimeline
Trust Co of the South21,035$1.63M0.26%013F-HRTimeline
Evanson Asset Management, LLC20,964$1.63M0.09%013F-HRTimeline
Frontier Asset Management, LLC20,806$1.61M0.37%+42013F-HRTimeline
RPg Family Wealth Advisory, LLC20,657$1.6M0.35%-42313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,380$1.58M<0.01%+2,06913F-HRTimelineGroup
Efficient Advisors, LLC20,356$1.58M0.09%-69613F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…20,229$1.57M0.03%-1,21213F-HRTimeline
UMB Bank, n.a.20,109$1.56M0.02%-3,44913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Great Point Wealth Advisors, LLC19,998$1.55M0.28%013F-HRTimeline
Argent Trust Co19,702$1.53M0.05%+3,14713F-HRTimeline
Intergy Private Wealth, LLC19,656$1.52M0.46%-5513F-HRTimeline
Lee Financial Co19,610$1.52M0.21%-91013F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,572$1.52M0.12%+6513F-HRTimeline
FDx Advisors, Inc.19,556$1.52M0.77%-4813F-HRTimeline
SCS Capital Management LLC19,486$1.51M0.02%-46313F-HRTimeline
Falcon Wealth Planning19,431$1.51M0.13%-45013F-HRTimeline
Hudson Portfolio Management LLC19,065$1.48M1.27%013F-HRTimeline
Perigon Wealth Management, LLC18,846$1.46M0.03%-2,86013F-HRTimeline
Aznar Financial Advisors, LLC18,637$1.44M1.39%13F-HRTimeline
Allegheny Financial Group18,404$1.43M0.21%+2,18813F-HRTimeline
GEM Asset Management, LLC17,671$1.41M0.63%013F-HRTimeline
Meramec Financial Planners, LLC16,798$1.4M0.54%13F-HRTimeline
Keel Point, LLC17,951$1.39M0.08%-14513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC17,876$1.39M0.42%+15,10413F-HRTimeline
Continuum Advisory, LLC17,855$1.38M0.14%-1,89713F-HRTimeline
Sterling Financial Planning, Inc.17,663$1.37M0.41%-47413F-HRTimeline
Merit Financial Group, LLC17,430$1.35M0.01%+44213F-HRTimeline
Guidance Point Advisors, LLC17,278$1.34M0.31%+15513F-HRTimeline
Monument Group Wealth Advisors, LLC17,246$1.34M0.73%-2,24913F-HRTimeline
Berkeley, Inc17,054$1.32M0.42%-55813F-HRTimeline
SteelPeak Wealth, LLC16,958$1.31M0.04%+58713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,686$1.29M0.1%+3,21013F-HRTimeline
MB Generational Wealth, LLC16,533$1.28M0.68%013F-HRTimeline
Geneos Wealth Management Inc.16,526$1.28M0.03%+56213F-HRTimeline
EP Wealth Advisors, LLC16,492$1.28M0.01%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC16,291$1.26M0.13%+83313F-HRTimeline
TAGStone Capital, Inc.16,232$1.26M0.47%+39913F-HRTimeline
Tortoise Investment Management, LLC16,102$1.25M0.11%-50013F-HRTimeline
SAX WEALTH ADVISORS, LLC16,004$1.24M0.06%+22113F-HRTimeline
Quantinno Capital Management LP15,991$1.24M<0.01%+4,50113F-HRTimeline
Clearstead Advisors, LLC15,902$1.23M0.02%+2513F-HRTimeline
Squire Investment Management Company, L…15,896$1.23M0.37%013F-HRTimeline
GenTrust, LLC15,849$1.23M0.05%013F-HRTimeline
Walkner Condon Financial Advisors LLC15,786$1.22M0.17%+18313F-HRTimeline
Avidian Wealth Enterprises, LLC15,618$1.21M0.04%+7113F-HRTimeline
DRW Securities, LLC15,330$1.19M0.09%new13F-HRTimeline
Aspect Partners, LLC15,204$1.18M0.52%-216,90713F-HRTimeline
RBF Capital, LLC15,000$1.16M0.05%013F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,650$1.14M0.01%+4,45613F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC14,528$1.13M0.06%013F-HRTimeline
Magnus Financial Group LLC14,500$1.12M0.09%+53513F-HRTimeline
Petersen Hastings Wealth Advisors Inc.14,347$1.11M0.11%13F-HRTimeline
KELLY FINANCIAL GROUP LLC14,342$1.11M0.28%-67313F-HRTimeline
Financial Engines Advisors L.L.C.14,336$1.11M<0.01%+55113F-HRTimeline
Busey Bank14,184$1.1M0.03%+93813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,949$1.08M0.02%013F-HRTimeline
Interchange Capital Partners, LLC13,910$1.08M0.2%-32713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC13,734$1.06M<0.01%-7,09013F-HRTimelineGroup
Physician Wealth Advisors, Inc.13,412$1.04M0.14%-49413F-HRTimeline
McLean Asset Management Corp12,840$1.03M0.18%-2,59013F-HRTimeline
Glenview Trust Co13,272$1.03M0.02%013F-HRTimeline
Wedmont Private Capital12,819$1.02M0.04%+52313F-HRTimeline
GFS Advisors, LLC13,143$1.02M0.12%013F-HRTimeline
BayBridge Capital Group, LLC13,119$1.02M0.63%-42313F-HRTimeline
J.W. COLE ADVISORS, INC.13,307$1.02M0.02%+12213F-HRTimeline
Tilson Financial Group, Inc.13,014$1.01M0.31%-49113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.12,931$1M0.14%-7713F-HRTimeline
BOKF, NAin group BOKF, NA12,831$995K0.02%-31913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,826$994K<0.01%+53713F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC12,584$976K0.56%+92513F-HRTimeline
Truepoint, Inc.12,359$958K0.02%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC12,303$954K0.12%new13F-HRTimeline
Compound Planning, Inc.12,243$949K0.03%+24613F-HRTimeline
Sanctuary Advisors, LLC12,079$936K0.01%+6,83213F-HRTimeline
Westmount Partners, LLC12,074$936K0.23%-91413F-HRTimeline
Mason Investment Advisory Services, Inc.11,818$916K0.04%-1,39413F-HRTimeline
Savvy Advisors, Inc.11,757$912K0.03%+4,91713F-HRTimeline
WHITTIER TRUST CO11,213$889K0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd10,902$845K0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,888$844K<0.01%+1,26813F-HRTimelineGroup
McAdam, LLC10,865$842K0.04%+23013F-HRTimeline
Independence Bank of Kentucky10,807$838K0.1%+60913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC10,803$838K0.3%+1513F-HRTimeline
Smartleaf Asset Management LLC10,664$831K0.03%+5,40113F-HRTimeline
Bedel Financial Consulting, Inc.10,695$829K0.09%new13F-HRTimeline
REDW Wealth LLC10,687$829K0.32%-33513F-HRTimeline
Betterment LLC10,580$820K<0.01%+14913F-HRTimeline
Parallel Advisors, LLC10,550$818K0.01%+14313F-HRTimeline
21 West Wealth Management LLC10,302$799K0.73%+48213F-HRTimeline
Alpha Omega Wealth Management LLC10,269$796K0.13%+19613F-HRTimeline
Accretive Wealth Partners, LLC10,175$789K0.23%-24613F-HRTimeline
Smith Partners Wealth Management, LLC10,125$785K0.72%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,003$776K0.01%013F-HRTimelineGroup
Donor Advised Charitable Giving, Inc.9,765$757K0.02%-6213F-HRTimeline
Mesirow Financial Investment Management…9,760$757K0.02%-1,81013F-HRTimeline
HB Wealth Management, LLC9,726$754K<0.01%-46613F-HRTimeline
St. Louis Trust Co9,680$750K0.09%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,652$748K0.01%+813F-HRTimeline
Independent Advisor Alliance9,624$746K0.02%+22013F-HRTimeline
Elyxium Wealth, LLC9,606$745K0.22%-1,94613F-HRTimeline
MATHER GROUP, LLC.9,595$744K0.01%+813F-HRTimeline
Harbor Group, Inc.9,531$739K0.11%-1,65313F-HRTimeline
Procyon Advisors, LLC9,465$734K0.04%-8413F-HRTimeline
Windward Private Wealth Management Inc.9,427$731K0.25%-1,44013F-HRTimeline
Financial Synergies Wealth Advisors, In…9,335$724K0.07%+17813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.9,314$722K<0.01%-95713F-HRTimelineGroup
Asset Dedication, LLC9,252$717K0.05%-1,12713F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,248$717K0.4%+313F-HRTimeline
Wealthspire Advisors, LLC9,172$711K0.01%-4,67813F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,171$711K0.02%new13F-HRTimeline
LAM GROUP, INC.9,155$710K0.41%013F-HRTimeline
Rehmann Capital Advisory Group7,772$705K0.04%-1,83113F-HRTimeline
Williams & Novak Wealth Management, LLC9,060$702K0.53%-11513F-HRTimeline
FIRST HORIZON CORP9,012$699K0.03%+5013F-HRTimeline
Dala Group, LLC9,003$698K0.6%13F-HRTimeline
Retirement Planning Group, LLC8,944$693K0.02%-78413F-HRTimeline
William Howard & Co Financial Advisors …8,799$682K0.58%+32013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,617$668K<0.01%+1,12713F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.8,543$662K0.5%+4013F-HRTimeline
CIBC WORLD MARKET INC.8,470$657K<0.01%-1,15513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC8,407$652K0.07%-28513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,354$648K0.05%013F-HRTimeline
Strategic Blueprint, LLC8,327$646K0.04%-2,19913F-HRTimeline
DMC Group, LLC8,207$636K0.42%+2,12213F-HRTimeline
First Western Trust Bank8,137$631K0.03%-75613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,131$630K<0.01%13F-HR/ATimelineGroup
Ascent Group, LLCin group Ascent Group, LLC8,098$628K0.02%-21013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP8,030$623K0.01%-31513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,023$622K0.01%+12113F-HRTimelineGroup
Johnson Financial Group, LLC8,014$621K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC7,825$607K0.01%-4913F-HRTimeline
Financial Harvest, LLC7,758$601K0.37%-8513F-HRTimeline
Mutual Advisors, LLC7,698$597K0.01%+313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,677$595K0.01%+2,13213F-HRTimelineGroup
Morton Capital Management LLC/CA7,666$594K0.09%+14713F-HRTimeline
Athena Investment Management7,640$592K0.3%013F-HRTimeline
Gladwyn Financial Advisors, Inc.7,579$588K0.41%013F-HRTimeline
Integrity Wealth Solutions LLC7,566$587K0.23%-36013F-HRTimeline
Brucke Financial, Inc.7,559$586K0.32%+1313F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO7,558$586K0.05%13F-HRTimelineGroup
May Hill Capital, LLC7,544$585K0.16%-3,91813F-HR/ATimeline
JMG Financial Group, Ltd.7,541$585K0.02%013F-HRTimeline
MATTERS CAPITAL LLC7,377$572K0.47%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,320$568K0.07%013F-HRTimeline
Factor Wealth Management LTD7,205$559K0.12%+21713F-HRTimeline
REBALANCE, LLC7,106$551K0.03%-10,15213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,023$545K0.01%+3713F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC6,972$541K0.06%-613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,880$534K0.01%-73713F-HRTimelineGroup
Tranquility Partners, LLC6,837$530K0.19%013F-HRTimeline
Index Fund Advisors, Inc.6,723$521K0.02%-11113F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,700$519K0.1%013F-HRTimeline
Prospera Financial Services Inc6,664$517K0.01%+58513F-HRTimeline
NWAM LLC6,390$515K0.03%-8813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,584$510K0.01%013F-HRTimeline
AE Wealth Management LLC6,581$510K<0.01%+1,33413F-HRTimeline
Courage Miller Partners, LLC6,540$507K0.15%+113F-HRTimeline
HEADINVEST, LLC6,480$502K0.1%+11013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.6,426$498K0.41%013F-HRTimeline
NewEdge Wealth, LLC6,397$496K0.01%+6513F-HRTimeline
Beaird Harris Wealth Management, LLC6,317$490K0.03%-17513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,312$489K0.06%+19713F-HRTimeline