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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,085,170$2.72B1.66%+23,794,91513F-HRTimelineGroup
TIAAgroup of 3 filers holding15,773,043$1.23B+337,061Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,131,682$863M1.22%+1,490,69213F-HRTimelineGroup
Creative Planningin group Creative Planning4,001,104$310M0.22%-144,66913F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,702,826$287M1.04%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,405,764$264M<0.01%-15,89213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,153,629$245M0.04%-6,11813F-HRTimelineGroup
FMR LLCin group FMR LLC2,711,858$210M0.01%-47,30013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,691,696$209M0.03%-64,17213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,389,338$185M0.01%-426,60213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,812,499$141M0.01%+172,77213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,388,039$107M-49,931Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,321,738$102M0.01%-470,07413F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,271,310$98.6M2.08%+18,13213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,265,619$98.1M0.01%+33,91613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,192,835$92.5M0.02%+875,70413F-HRTimelineGroup
Cetera Investment Advisers1,076,533$83.5M0.09%+37,75213F-HRTimeline
Modera Wealth Management, LLC916,255$71M0.82%-74,69213F-HRTimeline
Wilmington Savings Fund Society, FSB876,396$67.9M1.59%+98,74313F-HRTimeline
LPL Financial LLC856,401$66.4M0.02%+5,84013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding789,266$61.2M+1,892Timeline
UBS Group AGgroup of 2 filers holding776,744$60.2M-47,802Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/718,260$55.7M0.02%+27,43913F-HRTimelineGroup
HighTower Advisors, LLC691,409$53.6M0.06%-16,17913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…663,595$51.4M0.03%+33,21413F-HR/ATimelineGroup
State of Tennessee, Department of Treas…625,957$51.2M0.16%+1,66513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC594,386$46.1M0.87%-21,66313F-HRTimeline
Financial Advisory Corp592,938$46M6.69%-4,73413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…512,070$39.7M0.02%-24,53213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP492,206$38.2M0.05%+129,28413F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC446,904$34.6M0.26%-21,65113F-HRTimeline
Baker Avenue Asset Management, LP444,946$34.5M0.8%-28,40013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding414,910$32.2M+9,615Timeline
Plancorp, LLC414,803$32.2M0.97%+1,19313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC382,888$29.7M1.42%-2,28113F-HRTimeline
MAI Capital Management366,825$28.4M0.16%+18,34313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN362,499$28.1M0.01%+4,39913F-HRTimelineGroup
Bear Mountain Capital, Inc.325,320$26.2M8.45%+6,01413F-HRTimeline
CHOREO, LLC325,234$25.3M0.32%-14,75013F-HRTimeline
Arvest Bank Trust Division318,514$24.7M1.34%-3,57713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV302,170$23.4M0.04%-79,39713F-HRTimeline
Shakespeare Wealth Management, LLC294,944$22.9M5.05%+5,52013F-HRTimeline
Ballentine Partners, LLC292,689$22.7M0.32%-106,00713F-HRTimeline
Pure Financial Advisors, LLC289,090$22.4M0.33%+5,68113F-HRTimeline
Mill Creek Capital Advisors, LLC267,491$20.7M0.42%-15,54613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP248,964$19.3M0.02%+76613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding243,343$18.9M+2,243Timeline
MISSION WEALTH MANAGEMENT, LP223,998$17.4M0.35%+12,10813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP220,771$17.1M0.02%-1,04913F-HRTimelineGroup
FSM Wealth Advisors, LLC218,421$16.9M2.32%+9,41213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC213,922$16.6M0.02%-4,82313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,887$15.8M<0.01%+12,87013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO201,370$15.6M0.33%+3,05613F-HRTimeline
Bryn Mawr Trust Advisors, LLC199,856$15.5M0.75%+35,02413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC189,191$14.7M0.08%-53,41313F-HRTimelineGroup
Sequoia Financial Advisors, LLC187,107$14.5M0.08%+170,00113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,244$14.4M0.02%+7,54813F-HRTimelineGroup
Checchi Capital Advisers, LLC184,372$14.3M0.97%-6,69613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC182,064$14.1M0.45%-21613F-HRTimeline
Wealth Architects, LLC179,965$14M1.26%-99813F-HRTimeline
RTD Financial Advisors, Inc.172,300$13.4M1.63%-3,32413F-HRTimeline
Mariner, LLCin group Mariner, LLC159,401$12.4M0.01%+3,91013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS157,743$12.2M0.02%+7,75613F-HRTimeline
Klingman & Associates, LLC157,675$12.2M0.59%-1,87513F-HRTimeline
Financiere des Professionnels - Fonds d…156,900$12.2M0.69%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC153,204$11.9M0.05%+49113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,565$11.8M<0.01%+5,21813F-HRTimelineGroup
Brand Asset Management Group, Inc.148,566$11.5M3.22%-5,67013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.147,822$11.5M0.13%+23,82813F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co146,373$11.3M0.29%-1,68613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC146,134$11.3M<0.01%+22,92113F-HRTimelineGroup
Shoker Investment Counsel, Inc.141,157$10.9M3.21%+4,32813F-HRTimeline
Omega Financial Group, LLC140,796$10.9M3.63%+1,41013F-HRTimeline
DORVAL Corp135,369$10.5M3.35%+2,16813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …134,043$10.5M0.02%-25,29413F-HRTimelineGroup
Sound Stewardship, LLC131,280$10.2M4.88%+2,46813F-HRTimeline
WESCAP Management Group, Inc.128,607$9.97M2.02%-1,72313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp128,044$9.93M0.03%-1913F-HR/ATimelineGroup
IMA Advisory Services, Inc.124,917$9.67M0.93%-7,79013F-HRTimeline
NewEdge Advisors, LLC122,549$9.5M0.03%+19,60513F-HRTimeline
Shore Point Advisors, LLC121,740$9.44M3.99%-110,50513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…116,487$9.23M0.01%+4,06113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co118,742$9.21M0.61%-64913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.118,509$9.19M0.01%+7,25013F-HRTimelineGroup
BRIGHTON JONES LLC117,885$9.14M0.34%+1,20413F-HRTimeline
Cambridge Investment Research Advisors,…117,549$9.11M0.02%+3,01513F-HRTimeline
Ifrah Financial Services, Inc.116,948$9.07M2.33%-2,40513F-HRTimeline
Curi Capital, LLC114,946$8.91M0.15%+30,28113F-HRTimeline
SACHEM HILL LLC114,238$8.86M1.72%-4,56013F-HRTimeline
Fonville Wealth Management LLC113,735$8.82M1.8%+7,20913F-HRTimeline
Brooklyn FI, LLC103,856$8.05M1.72%-3113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.102,295$7.93M0.05%-79813F-HRTimelineGroup
LTG Capital LLC101,345$7.86M6.12%+30,33113F-HRTimeline
Beacon Pointe Advisors, LLC100,790$7.81M0.05%+22,08213F-HRTimeline
IFG Advisors, LLC100,577$7.8M1.3%+6,26513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC100,489$7.79M0.01%+3,93013F-HRTimelineGroup
Integrated Wealth Concepts LLC99,129$7.69M0.09%-9,80813F-HRTimeline
Bleakley Financial Group, LLC98,647$7.65M0.13%+31,39313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC96,739$7.5M0.01%+19,35113F-HRTimelineGroup
&PARTNERS96,754$7.5M0.04%+16,30713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\96,156$7.46M0.01%+71313F-HRTimelineGroup
ARVEST INVESTMENTS, INC.95,265$7.39M1.04%-1,04213F-HRTimeline
BANK OF STOCKTON94,266$7.31M2.09%-4,32213F-HRTimeline
Sterling Capital Management LLC92,749$7.19M0.12%-26,81413F-HRTimeline
Wealthspire Retirement, LLC87,483$6.78M0.41%+3,18013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC87,446$6.78M2.31%+4,77413F-HRTimeline
CWM, LLCin group CWM, LLC81,418$6.31M0.02%+74,40913F-HRTimelineGroup
Waverly Advisors, LLC81,340$6.31M0.05%-27,60813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources80,019$6.2M<0.01%-124,76413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding78,618$6.1M+4,580Timeline
RWA WEALTH PARTNERS, LLC78,110$6.06M0.07%-6,86113F-HRTimeline
MML INVESTORS SERVICES, LLC77,979$6.05M0.01%+13,56313F-HRTimeline
Range Advisory, LLC77,056$5.97M1.54%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT75,543$5.86M0.11%-3,64313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO73,065$5.66M0.01%+28,15613F-HRTimelineGroup
BLUELINE ADVISORS LLC72,967$5.66M4.62%13F-HRTimeline
NorthStar Asset Management LLC /NJ/72,720$5.64M2.54%+4,64013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC72,218$5.6M0.07%-6,31013F-HRTimeline
BANK OF HAWAII71,135$5.52M0.27%-78813F-HRTimeline
Parkside Financial Bank & Trust70,361$5.46M0.41%+3,86813F-HRTimeline
Cornerstone Management, Inc.70,129$5.44M0.89%+1,70013F-HRTimeline
My Personal CFO, LLC69,864$5.42M2.26%+30,17713F-HRTimeline
SB Capital Management Inc66,885$5.19M1.9%13F-HRTimeline
Allworth Financial LP66,594$5.16M0.02%-1,28713F-HRTimeline
Investors Research Corp65,597$5.09M0.93%-7,28413F-HRTimeline
Private Advisor Group, LLC64,282$4.98M0.02%-25313F-HRTimeline
FCA CORP /TX63,787$4.95M1.4%-5,42213F-HRTimeline
MSH Capital Advisors LLC63,735$4.94M1.06%+25213F-HRTimeline
HARBOR ADVISORY CORP /MA/63,495$4.92M1.49%-7,91513F-HRTimeline
Cascade Financial Partners, LLC62,600$4.85M0.49%-1,05713F-HRTimeline
One Capital Management, LLC62,207$4.83M0.15%-31,08313F-HRTimeline
Clearwater Capital Advisors, LLC62,109$4.82M0.4%-92413F-HRTimeline
Composition Wealth, LLC62,058$4.81M0.07%-1,23813F-HRTimeline
Quent Capital, LLC61,768$4.79M0.35%-88313F-HRTimeline
Heritage Trust Co61,556$4.77M0.49%-1,53113F-HRTimeline
Larson Financial Group LLC61,488$4.77M0.16%-58413F-HRTimeline
COMERICA BANK61,043$4.73M0.02%-29013F-HRTimeline
SVB WEALTH LLC60,521$4.69M0.28%-2,95713F-HRTimeline
Goldstein Advisors, LLC57,807$4.48M0.51%-2,90713F-HRTimeline
Cooke Wealth Management, LLC55,203$4.43M3.87%13F-HRTimeline
World Investment Advisors55,162$4.28M0.07%+2,21413F-HR/ATimeline
Advisory Services Network, LLC52,970$4.11M0.06%+22,30313F-HRTimeline
ASPIRIANT, LLC52,883$4.1M0.12%-4,53013F-HRTimeline
Austin Private Wealth, LLC52,598$4.08M0.31%-5,62113F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co52,300$4.06M0.09%013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding52,314$4.06M+1,372Timeline
HANCOCK WHITNEY CORP52,304$4.06M0.07%+1,40213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC51,600$4M0.01%new13F-HRTimeline
Partners in Financial Planning50,388$3.91M0.66%-56613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.50,241$3.89M0.26%-1,51413F-HRTimelineGroup
Aptus Capital Advisors, LLC49,582$3.84M0.03%+14,64113F-HRTimeline
Washington Trust Bank48,789$3.78M0.26%+95313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA48,069$3.73M0.02%13F-HRTimelineGroup
MARTIN & CO INC /TN/47,438$3.68M0.63%+1,59413F-HRTimeline
Waldron Private Wealth LLC47,338$3.67M0.15%+3,73213F-HRTimeline
rebel Financial LLC47,084$3.65M1.56%+47,08413F-HRTimeline
Richard W. Paul & Associates, LLC46,973$3.64M1.21%+2,53613F-HRTimeline
PINNACLE ASSOCIATES LTD46,888$3.64M0.05%-1,06313F-HRTimeline
IFP Advisors, Inc45,706$3.54M0.08%-513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC45,420$3.52M0.02%-81413F-HRTimeline
Endowment Wealth Management, Inc.45,107$3.5M1.61%+16,96413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC43,557$3.38M0.03%+2,61313F-HRTimelineGroup
Creekside Partners43,544$3.38M1.43%+53813F-HRTimeline
Summit Trail Advisors, LLC43,500$3.37M0.06%013F-HRTimeline
Narus Financial Partners, LLC42,702$3.31M0.91%+17713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…42,336$3.28M0.23%-1,06613F-HRTimeline
Strategic Wealth Advisors LLC40,598$3.15M2.69%13F-HRTimeline
Global Retirement Partners, LLC39,978$3.1M0.05%+7,07913F-HRTimeline
Vise Technologies, Inc.39,779$3.08M0.06%+5,16613F-HRTimeline
Disciplined Investments, LLC38,936$3.02M1.16%-2,27713F-HRTimeline
James J. Burns & Company, LLC38,703$3M0.41%+2,50313F-HRTimeline
Partnership Wealth Management, LLC38,667$3M2.16%+1,23813F-HRTimeline
BEAM WEALTH ADVISORS, INC.38,312$2.97M0.82%+2,20613F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.38,088$2.95M0.65%+1,50613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC37,856$2.93M0.04%-3,13013F-HRTimeline
Abacus Planning Group, Inc.37,685$2.92M0.39%+18013F-HRTimeline
Crewe Advisors LLC37,072$2.87M0.25%+3,78313F-HRTimeline
Avior Wealth Management, LLC37,082$2.87M0.09%+37113F-HRTimeline
Acropolis Investment Management, LLC36,223$2.81M0.13%-3,94613F-HRTimeline
Eagle Strategies LLC35,993$2.79M0.36%-20413F-HRTimeline
Pointe Capital Management LLC35,285$2.74M1.36%+2,23313F-HRTimeline
D.A. DAVIDSON & CO.34,476$2.67M0.02%+21113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV34,469$2.67M0.7%+24813F-HRTimeline
Noble Family Wealth, LLC34,375$2.67M0.56%-45713F-HRTimeline
BIP Wealth, LLC34,226$2.65M0.09%+1,69913F-HRTimeline
IHT Wealth Management, LLC32,946$2.65M0.06%+33813F-HRTimeline
American Financial Advisors, LLC33,985$2.63M0.34%-8,08713F-HRTimeline
RESTON WEALTH MANAGEMENT LLC33,976$2.63M0.81%+36913F-HRTimeline
Probity Advisors, Inc.33,886$2.63M0.42%-49713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33,542$2.6M0.04%-75413F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.33,461$2.59M0.06%-1,75813F-HRTimeline
Foundation Wealth Management, LLC\PA33,246$2.58M0.94%-6,44113F-HRTimeline
Rialto Wealth Management, LLC32,698$2.54M0.61%-19413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,520$2.51M0.01%-123,32213F-HRTimelineGroup
Sowell Financial Services LLC32,276$2.5M0.09%+1,52013F-HRTimeline
NTV Asset Management LLC31,900$2.47M0.26%new13F-HRTimeline
Prosperity Planning, Inc.31,408$2.44M0.64%-81513F-HRTimeline
Elmwood Wealth Management, Inc.31,037$2.41M0.76%-4213F-HRTimeline
Canopy Partners, LLC30,908$2.4M0.78%013F-HRTimeline
Breakwater Capital Group30,650$2.38M0.33%-9,44813F-HRTimeline