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Disclosery

SUB ISHARES TR

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ETF (fund)

830 managers (838 13F filers) reported a position in SUB shares at 2025-03-31, 74,085,039 shares in all. 70 filers opened a position and 53 filers sold out during the quarter.

Managers
830
13F filers
838
New
70
Added
320
Reduced
308
Sold out
53
Shares held by filers
74,085,039

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Shore Point Advisors, LLC9,384$991K0.52%-29913F-HRTimeline
CVA Family Office, LLC9,346$987K0.15%+3,18713F-HRTimeline
ORG Partners LLC9,338$986K0.24%-46013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT9,329$985K0.01%-1,01513F-HRTimeline
Avid Wealth Partners LLC9,322$984K0.67%+4,00213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC9,228$974K0.2%-13,68013F-HRTimeline
Cornerstone Financial Group, LLC /NE/9,223$973K0.87%-2,57913F-HRTimeline
Smartleaf Asset Management LLC9,182$969K0.09%+3,67013F-HRTimeline
Physician Wealth Advisors, Inc.8,818$931K0.16%+40613F-HRTimeline
Fragasso Financial Advisors Inc8,817$931K0.07%013F-HRTimeline
ARS Wealth Advisors Group, LLC8,800$929K0.13%-3,90013F-HRTimeline
CX Institutional8,788$928K0.04%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,675$916K0.15%013F-HRTimeline
Exchange Bank8,655$914K0.74%+37913F-HRTimeline
TriaGen Wealth Management LLC8,541$902K0.32%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,516$899K0.23%-2,46913F-HRTimelineGroup
Scott Capital Advisors, LLC8,510$899K0.27%+9113F-HRTimeline
Destination Wealth Management8,453$893K0.03%+2,09213F-HRTimeline
Joel Adams & Associates, Inc.8,422$889K0.8%+3213F-HRTimeline
POSTROCK PARTNERS LLC8,400$887K0.44%013F-HRTimeline
Total Wealth Planning, LLC8,371$884K0.14%+6013F-HRTimeline
Prairiewood Capital, LLC8,322$879K0.36%+14213F-HRTimeline
BRIGHTON JONES LLC8,321$879K0.03%-20313F-HRTimeline
First Affirmative Financial Network8,299$876K0.54%+37513F-HRTimeline
W.H. Cornerstone Investments Inc.8,237$870K0.6%+3113F-HRTimeline
Aviance Capital Partners, LLC8,184$864K0.12%+1,64913F-HRTimeline
Red Tortoise LLC8,005$845K0.44%+58413F-HRTimeline
Linscomb Wealth, Inc.7,991$844K0.04%013F-HRTimeline
Graypoint LLC7,964$841K0.05%+2,00113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,955$840K0.06%013F-HRTimelineGroup
Aletheian Wealth Advisors LLC7,862$830K0.47%+87113F-HRTimeline
FMR LLCin group FMR LLC7,829$827K<0.01%-4,01813F-HRTimelineGroup
IFP Advisors, Inc7,813$825K0.03%+3613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,813$825K<0.01%+18413F-HRTimelineGroup
RHS Financial, LLC7,803$824K0.46%-94513F-HRTimeline
DAVENPORT & Co LLC7,774$821K<0.01%-5,99613F-HRTimeline
Financial Advocates Investment Manageme…6,400$819K0.06%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,696$813K0.04%+2413F-HRTimelineGroup
Parallel Advisors, LLC7,603$803K0.02%+113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…7,593$802K0.91%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT7,588$801K0.31%013F-HRTimeline
DRAVO BAY LLC7,575$800K0.42%+10513F-HRTimeline
Strategic Blueprint, LLC7,573$800K0.04%+83213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,518$794K0.06%+1,09213F-HRTimeline
Westover Capital Advisors, LLC7,507$793K0.18%-42013F-HRTimeline
Garde Capital, Inc.7,368$778K0.04%new13F-HRTimeline
Rock Point Advisors, LLC7,345$776K0.24%-12013F-HRTimeline
BWM Planning, LLC7,334$774K0.33%+79213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,322$773K0.02%013F-HRTimelineGroup
Trinity Wealth Management, LLC7,165$757K0.35%+6413F-HRTimeline
Heritage Wealth Partners, LLC7,163$756K1.15%-24413F-HRTimeline
Ethos Financial Group, LLC7,153$754K0.07%013F-HRTimeline
WealthShield Partners, LLC7,117$752K0.1%-3,67913F-HRTimeline
MainStreet Investment Advisors LLC7,034$743K0.11%+10013F-HRTimeline
Archford Capital Strategies, LLC7,025$742K0.11%-1,04213F-HRTimeline
First Horizon Advisors, Inc.7,019$741K0.02%-84013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…7,021$741K0.01%+25513F-HRTimeline
Beaumont Financial Advisors, LLC7,008$740K0.06%013F-HRTimeline
Caliber Wealth Management, LLC / KS6,958$735K0.1%13F-HRTimeline
Central Pacific Bank - Trust Division6,918$731K0.1%+27513F-HRTimeline
YHB Investment Advisors, Inc.6,879$726K0.06%+48713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,850$723K0.04%-3,58113F-HR/ATimelineGroup
Revolve Wealth Partners, LLC6,756$713K0.1%+1,20513F-HRTimeline
Capital Investment Services of America,…6,750$713K0.07%013F-HRTimeline
McKinley Carter Wealth Services, Inc.6,743$712K0.04%-9,30913F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,734$711K0.02%+10013F-HRTimeline
Tilson Financial Group, Inc.6,734$711K0.28%-1513F-HRTimeline
RCS Financial Planning, LLC6,691$707K0.37%-1,52313F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…6,650$702K0.1%013F-HRTimelineGroup
Continuum Advisory, LLC6,622$699K0.09%-36113F-HRTimeline
Atlatl Advisers LLC6,615$699K0.45%-6,95313F-HRTimeline
Plum Street Advisors, LLC6,605$697K0.34%-38613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,561$693K0.05%-94713F-HRTimeline
Dynamic Wealth Strategies, LLC6,506$687K0.57%+213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,486$683K0.07%013F-HRTimeline
One Wealth Advisors, LLC6,393$675K0.1%-7,70213F-HRTimeline
Compass Financial Group, Inc.6,369$673K0.35%-1013F-HRTimeline
FF Advisors,LLC6,378$673K0.39%-60413F-HRTimeline
Stewardship Advisors, LLC6,317$667K0.18%-1913F-HRTimeline
Hilltop Partners LLC6,314$667K0.23%-2,29313F-HRTimeline
Redhawk Wealth Advisors, Inc.6,251$660K0.09%new13F-HRTimeline
Sage Financial Management Group, Inc.6,244$659K0.24%-1613F-HRTimeline
Synergy Investment Management, LLC6,224$657K0.27%-2413F-HRTimeline
Syntegra Private Wealth Group, LLC6,186$653K0.08%new13F-HRTimeline
SONATA CAPITAL GROUP INC6,186$653K0.28%+1,05013F-HRTimeline
Kingsview Wealth Management, LLC6,139$648K0.01%+1,27513F-HRTimeline
MidAtlantic Capital Management, Inc.6,138$648K0.51%013F-HRTimeline
IFG Advisory, LLC6,119$646K0.04%+26113F-HRTimeline
Hobart Private Capital, LLC6,078$642K0.16%+2,62813F-HRTimeline
Wingate Wealth Advisors, Inc.6,072$641K0.74%-16613F-HRTimeline
SWMG, LLC6,057$638K0.25%-67413F-HRTimeline
Dorsey & Whitney Trust CO LLC5,948$628K0.04%-7913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP5,929$626K0.18%013F-HRTimelineGroup
TAGStone Capital, Inc.5,910$624K0.31%+2313F-HRTimeline
Objective Capital Management, LLC5,906$624K0.8%+81113F-HRTimeline
Rede Wealth, LLC5,896$623K0.22%-2,48413F-HRTimeline
Code Waechter LLC5,893$622K0.51%013F-HRTimeline
Jacobi Capital Management LLC5,782$611K0.05%+1,01513F-HRTimeline
Shade Tree Advisors LLC5,754$608K0.6%-4,52313F-HRTimeline
Capasso Planning Partners LLC5,731$605K0.25%+4813F-HRTimeline
Princeton Global Asset Management LLC5,710$603K0.12%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,709$603K<0.01%new13F-HRTimelineGroup
LIBRA WEALTH LLC5,699$602K0.23%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,683$600K0.02%-913F-HRTimeline
Longview Financial Advisors LLC5,676$599K0.4%-3,05813F-HRTimeline
Timonier Family Office, LTD.5,668$599K0.26%+31013F-HRTimeline
CROBAN5,644$596K0.55%-4,48313F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,569$588K0.48%+213F-HRTimeline
Crewe Advisors LLC5,535$584K0.08%-1,70513F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,515$582K0.05%-6,06513F-HRTimeline
SP Asset Management LLC5,511$582K0.05%+1113F-HRTimeline
Probity Advisors, Inc.5,496$580K0.11%-94813F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC5,464$577K0.51%+2,38213F-HRTimeline
Investment Planning Advisors, Inc.5,459$576K0.23%+1,42313F-HRTimeline
GC Wealth Management RIA, LLC5,439$574K0.11%013F-HRTimeline
Modern Wealth Management, LLC5,417$572K0.02%+8613F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC5,376$568K0.03%+1,39913F-HRTimeline
Orgel Wealth Management, LLC5,354$565K0.01%+34913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,333$563K0.04%+1,13513F-HRTimeline
NOVEM GROUP5,321$562K0.08%-45013F-HRTimeline
POWER WEALTH MANAGEMENT LLC5,309$561K0.23%-2,81313F-HRTimeline
NDWM LLC5,289$559K0.55%new13F-HRTimeline
Michael A. Dubis Financial Planning, LLC5,277$557K0.54%+21713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,273$557K0.02%-1,97313F-HRTimeline
Csenge Advisory Group5,251$552K0.03%+1,07513F-HRTimeline
Baker Avenue Asset Management, LP5,134$542K0.02%013F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…5,118$540K0.1%-2,25513F-HRTimelineGroup
IHT Wealth Management, LLC5,113$540K0.02%+33213F-HRTimeline
Rialto Wealth Management, LLC5,101$539K0.17%+3313F-HRTimeline
WHITTIER TRUST CO5,059$534K0.01%-1,33413F-HRTimeline
Accurate Wealth Management, LLC5,072$532K0.1%-27913F-HRTimeline
CWA Asset Management Group, LLC5,031$531K0.03%+76013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…5,000$528K0.08%013F-HRTimeline
Onyx Bridge Wealth Group LLC4,996$528K0.08%+1913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,988$527K0.02%-21513F-HRTimeline
Berger Financial Group, Inc4,954$523K0.04%013F-HRTimeline
Chesapeake Wealth Management4,950$523K0.19%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,879$515K0.04%013F-HRTimelineGroup
Aspen Wealth Strategies, LLC4,878$515K0.34%013F-HRTimeline
SAX WEALTH ADVISORS, LLC4,844$512K0.04%+1,18413F-HRTimeline
Cyr Financial Inc.4,820$509K0.45%-1,15013F-HR/ATimeline
Tanager Wealth Management LLP4,816$509K0.07%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,800$507K0.36%+60613F-HRTimeline
Madison Wealth Partners, Inc4,793$506K0.12%+413F-HRTimeline
WBH ADVISORY INC4,764$503K0.05%-34913F-HRTimeline
Haverford Trust Co4,762$503K0.01%+18913F-HRTimeline
Helium Advisors LLC4,749$502K0.37%+6213F-HRTimeline
Bernard Wealth Management Corp.4,737$500K0.24%013F-HRTimeline
Lineweaver Wealth Advisors, LLC4,725$499K0.08%+99313F-HRTimeline
WPG Advisers, LLC4,654$491K0.46%-4,85813F-HRTimeline
VestGen Advisors, LLC4,611$487K0.02%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,564$482K0.01%013F-HRTimelineGroup
Prosperity Consulting Group, LLC4,552$481K0.04%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,524$477K0.02%013F-HRTimeline
Park Place Capital Corp4,440$469K0.13%013F-HRTimeline
CoreCap Advisors, LLC4,411$466K0.02%-69013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,403$465K<0.01%-1,15113F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC4,387$463K0.35%013F-HRTimeline
L. Roy Papp & Associates, LLP4,350$459K0.06%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC4,340$458K0.43%+1,35013F-HRTimeline
BCGM Wealth Management, LLC4,333$458K0.14%-26513F-HRTimeline
LaFleur & Godfrey LLC4,310$455K0.06%+7513F-HRTimeline
Cornerstone Investment Partners, LLC4,285$452K0.02%-14413F-HRTimeline
Tyche Wealth Partners LLC4,285$452K0.1%+55513F-HRTimeline
Flagship Private Wealth, LLC4,264$450K0.21%+62213F-HRTimeline
Bernardo Wealth Planning LLC4,262$450K0.11%-26713F-HR/ATimeline
Cherry Tree Wealth Management, LLC4,255$449K0.11%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,235$447K0.01%+38413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,222$446K0.02%+3,11513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC4,221$446K0.02%-59113F-HRTimeline
FOSTER & MOTLEY INC4,210$445K0.03%-36213F-HRTimeline
Mezzasalma Advisors, LLC4,184$442K0.15%+1213F-HRTimeline
Jessup Wealth Management, Inc4,132$436K0.18%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,097$433K0.01%+40913F-HRTimelineGroup
Cannon Wealth Management Services, LLC4,095$432K0.39%+43213F-HRTimeline
RIVERSEDGE ADVISORS, LLC4,083$431K0.1%-75413F-HRTimeline
High Falls Advisors, Inc4,079$431K0.1%-1,47513F-HRTimeline
Procyon Advisors, LLC4,068$430K0.03%-31113F-HRTimeline
NorthCrest Asset Manangement, LLC4,043$427K0.01%-3613F-HRTimeline
CAPSTONE CAPITAL LLC4,040$427K0.34%013F-HRTimeline
FIRST COMMUNITY TRUST NA4,021$425K0.37%-62,41513F-HRTimeline
HCR Wealth Advisors4,000$422K0.05%013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC3,997$422K0.12%-11313F-HRTimeline
Aerodigm Wealth, LLC3,950$417K0.23%+14213F-HRTimeline
Waldron Private Wealth LLC3,935$416K0.02%-4413F-HRTimeline
WEDBUSH SECURITIES INC3,934$415K0.02%+28013F-HRTimeline
Centurion Wealth Management LLC3,899$411K0.13%013F-HRTimeline
Traction Financial Partners, LLC3,851$407K0.32%+1,92213F-HRTimeline
True North Advisors, LLC3,816$403K0.07%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,796$401K0.31%013F-HRTimeline
WARNER FINANCIAL, INC3,784$400K0.18%013F-HRTimeline
My Legacy Advisors, LLC3,776$399K0.15%-1,19913F-HRTimeline
Balanced Rock Investment Advisors LLC3,767$398K0.32%-54313F-HRTimeline
Triad Wealth Partners, LLC3,758$397K0.12%new13F-HRTimeline
Waterway Wealth Management, LLC3,750$396K0.17%+42013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,743$395K0.02%+3,31813F-HRTimelineGroup
GRANDFIELD & DODD, LLC3,735$394K0.02%013F-HRTimeline
Marshall Financial Group, LLC3,712$392K0.09%new13F-HRTimeline
Wealthfront Advisers LLC3,710$392K<0.01%+39113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,707$391K0.15%013F-HRTimeline